Define required documents for loan applications
Loan tracking allows document management. During the loan application process, applicants can upload required documents. You will need to define required documents for each type of loan and activate relevant workflows. This configuration includes two steps:
- Configuring custom documents
- Configuring the workflow process
First, you'll configure a custom document:
Sign in to Power Apps and select your environment.
Go to Data > Tables> Custom Document > Data. A default list (sample data) should appear.
To edit, select a record, and then select Edit record. To create a new record, select + Add record, and then complete the Name and Description fields.
Save and close. A new document category will be added.
Next, you'll configure and connect the new document category to the workflow. When a Loan application contact entity record is created, it calls the Assign Loan Application Documents Workflow, which is the main workflow process. This workflow calls actions (other minor workflows), which are more specific processes.
The Assign Loan Application Documents Workflow contains setup names:
- Generic action with generic documents for all loan types
- Specific action with a specific document for a specific loan type
Within the action, you can set specific documents.
Go to Settings > Advanced Settings > Processes, and then select Assign Loan Application Documents Workflow.
Select Add step, and then select Create a record.
In Record name, enter a name, such as Application document.
Select Set properties.
Complete the Name field.
Under Additional fields, enter the following information:
- Application: Loan application (Loan application contact)
- Document submitter: Loan application contact (Loan application contact)
- Custom document: Select the custom document you created earlier
- Status: Select Missing file
Select the Save & Close button, and then select the Activate button.
Note
Upon initial deployment of customer onboarding solution the workflows are inactive by default. You will need to activate the workflows as per the guidance above for any custom documents.
New applications will now require the documents you defined.
For more information about workflows, see Classic Dataverse background workflows.
See also
Loan tracking Support Deploy Microsoft Cloud for Financial Services What is Microsoft Cloud for Financial Services?