Collect Documentation from Applicant
Collect Documentation from Applicant
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Collect Documentation from Applicant
Test Results
Collect Documentation from Applicant

Use the My Tasks page to view all loan applications on which you have to act.

The My Tasks page automatically opens after you log into Oracle Business Process Management Workspace.

Select the loan application task you want to attach documentation to.

Click the task to open it in the Task Details section. Double-click the task to open in a new window. In this example, you will double-click the task.

Next, upload copies of the documents.

Note: All fields with an Asterisk (*) are required.

In this example, the rest of the details have been completed for you.

Use the Submit button to submit the loan application for further processing.

Use the Collect documentation from applicant for loan application number page to collect documentation and collateral information for a loan application.

Use the Collateral tab to enter business and applicant collateral information.

To add documents:

1. Click Add.

2. Complete the fields as necessary.

In this example, all necessary documentation has been added.

Use the Documents tab to view and upload applicant documents.

First, determine the documentation to collect.

This is an example of a documentation checklist.

After reviewing the list of needed documents, return to the Collect documentation from applicant for loan application number page.

Collect Documentation from Applicant

You have completed the Collect Documentation from Applicant topic.

Double-click the Task object.
Click the Documents tab.
Click the Collateral tab.
Click the Add button.
Click the Type list.
Click the Automobile list item.
Click the Sub Type list.
Click the Car list item.
Click in the Value field.
Enter the desired information into the Value field. Enter
a valid value
e.g.
"25000"
.
Click the Save button.
Click the Submit button.
Click the View Checklist link.
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