Create a case for when the loan application must be manually
approved.
To create the path for manually approved requests, complete
the following steps:
- Create an Otherwise branch by clicking AutoApprovalTest
and then clicking the Add an Otherwise Element icon.
- To transfer information about the loan request and instructions
to the manual approver, add an Assign activity
below the Otherwise case and rename it AssignToApprover.
- In the Properties view click the Details tab, click underneath Assign
From and select String.
- Type This loan request requires manual approval.
- Click Assign To and select ManualApprovalData
: Instruction as shown in the following screen capture.
- To invoke the ManualApprover human task, complete the following
steps:
- Add an Invoke activity below AssignToApprover and
rename it ProcessApplication.
- In the Properties view, click Details.
- Click Browse and select ManualApproverInterfacePartner
from the list. Click OK.
- Select Use Data Type Variables and
click the first (none).
- From the list, select ManualApprovalData and
click OK.
- Click the second (none) button.
- From the list, select BankResponse and
click OK. This will return a response from
the loan officer to the loan applicant. The completed ProcessApplication
activity is shown below.
- Save the business process and close the Business Process
editor.