Task Master

This screen allows user to configure tasks under a particular stage for a workflow. User can configure tasks and create various parameters like task assignment rules, Task creation /validation rules etc in this screen. Configuration done here will be applicable in the User panel whenever a User initiates an application for a particular OBS & request type for which the workflow has been configured.

It displays the following,

• Tasks Code: It should display system generated code of each Tasks.
• Task Name: It should display names of each Task.
• Status : This should show status of the task (active/inactive).
• Action : Action column will have Edit & delete Icon. Allowing User to edit or Delete an added Task in the Tasks Master Screen.

User can search by clicking the dropdown and selecting one of the search criteria i.e task name,task code and status.

View

After selecting the Task Master screen from the workflow module, the admin user lands on the screen where the user can view already added/existing tasks along with an option of search dropdown with the add workflow “Create Task“ button.

Users can view the below details of already added workflows:

• Task Code
• Task Name
• Status
• Actions (Edit and Delete)

Add

The user can click on the create task button to add a new task name.Users can enter details in the below fields and click on the save button. As the user saves, it is displayed on the view screen. If the user wants to cancel the adding workflow, the user can click on cancel. The user views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with a yes/no option.

The Add Workflow screen contains the following,

• Basic Element

Screen name	Field names	Description	Mandatory/non mandatory	Field type
Task Master	Task Name	Name of the Task. It is user input field	Mandatory	Alphanumeric
	Task Code	Task gets auto generated by the system	Mandatory	Auto populated
	Status	Status is to mention if this newly added task stage is active or inactive. If this is marked as inactive, then it will not appear on the respective screens.	Mandatory	Dropdown

When a new task is added, system should validate if the same Task already exists in the Task Master (validated using task Name) to avoid duplicate Task names.

Edit

The admin user can edit the details of the already added Task by clicking on the edit icon under the actions tab on the view page and saving the changes. Admin user can cancel the changes made by clicking on the cancel button. The user views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with a yes/no option.

In case the admin user wants to change the status of an already added Task from Active to Inactive, then System performs a validation and check whether that task has been used for an existing workflow defined in CLOS. If during validation, System finds that particular task is currently being used in a particular workflow, then System prompts the user by showing a message “This task is already used for a workflow, you can’t remove this task".

Delete

If the admin user wants to delete any added task in Task master screen, then the user can click on the delete icon under the actions tab. The user views a pop-up for confirmation “Are you sure you want to delete it?” with a yes/no option/ User can choose to clock on yes and delete it.

In case the admin user wants to change the status of an already added Task from Active to Inactive, then System performs a validation and check whether that task has been used for an existing workflow defined in CLOS. If during validation, System finds that particular task is currently being used in a particular workflow, then System prompts the user by showing a message “This task is already used for a workflow, you can’t remove this task".

Prerequisites Configuration

Screens to Configure (as Pre-requisite)	Screen name	Reflection in the user panel	Reflection in the admin panel
The above screens are prerequisite for workflow engine screen	Task Master	It is reflected in the user panel Workflow in the my Task tab as well as Task checklist	Workflow Engine>Stages & Task

Currently,the following tasks are configured in the CLOS application. However,the bank can configure the tasks as per their policy.

• Capture Deals and Facilities
• Capture Collateral Details
• Link Collateral to Facilities
• Capture Exceptions
• Get Bureau Score
• Get Credit Rating
• Capture Financial Details
• Capture ORR Details
• Capture Other details
• Mandatory Form validations
• Review Deals and Facilities
• Review Collateral Details
• Review Collateral Linkage
• Review Exceptions
• Review Financial Details
• Review ORR Details
• Review Other details
• Review Bank Guarantee Formats
• Capture Decision
• Approve Exceptions
• Generate Offer Letter
• Capture Offer Acceptance/Rejection
• Review Documents
• Review Credit Proposal
• Fulfilment - Create Account
• Deal/Facility Creation Successful
• Capture Document Defferal details
• Review Document Defferal details
• Approve/Reject Document Defferal details
• Document Deffer Approved
• Document Deffer Rejected
• Capture Document Waiver details
• Review Document Waiver details
• Approve/Reject Document Waiver details
• Document Waiver Approved
• Document Waiver Rejected
• Capture Excess details
• Review Excess over limit details
• Approve/Reject Excess over limit details
• Excess over limit Approved
• Excess over limit Rejected
• Capture Review date extension details
• Review Review date extension details
• Approve/Reject Review date extension details
• Review date extension Approved
• Review date extension Rejected