Adding rules while creating a draw workflow

A lender can apply risk levels to the rules on Draw Workflows. This applies a 'Universal Credit Policy’ to each deal, so you can monitor violations of those rules, therefore identifying Draws that are at a higher risk than others.

Note: Ensure that full access is provided to the Draw Workflow Management permission.

To add rules to a draw workflow, perform the following steps.

At the top-right, click Settings

In the Customization menu, click Workflows.

On the Workflows page, click + New Workflow.

On the New Workflow dialog box, in the Workflow Name field, enter the workflow name.

Note: By default, Workflow Type is selected as Draw.

Click + New Workflow.

To create a workflow, on the Draw Workflow Builder page, drag and drop the required statuses.

Note: You can use a status only once in a workflow.

To add a new status, enter the following information.

In the Workflow Builder section, click + Add New.

In the Create Draw Status dialog box, enter Status Name and select Status Type such as Approved, Pending. Rejected, and Transferred.

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Click Create draw status.

The created draw status is displayed at the bottom of the Workflow Builder section.

To set the workflow, select and connect the dots displayed on each status box.

Icon	Usage
	Zoom in
	Zoom out
	Fit view
	Turn on toggle interactivity
	Turn off toggle interactivity
	Delete status

To define the conditions and actions to transition between these workflow statuses, click edit

10.

On the Edit Transition page, enter the following information.

In the If the following conditions are met box, drag the required condition from the Conditions drop-down.

In the Custom Rule field, enter the rule details.

Note:

• You can add only one Condition in the edit transition.

• To add multiple custom rules, click + Add Rules.

• In the drop-down select and , if all the rules conditions must be true.

• In the drop-down select or, if at least one rule must be true.

• To remove rule, click delete .

• To remove the entire condition, click Remove Condition.

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In the Then do the following: box, drag and drop the required action from the Actions drop-down.

In the Send Status Update Email field, click and select a recipient email to whom you want to send the status updates.

Note:

• You can add multiple recipient emails, in the Send Status Update Email field.

• To remove an email, click delete .

• To remove all the emails, at end of the Send Status Update Email field, click delete .

Click Save Changes.

Note:To delete the transition, click Delete Transition.

11.

Click Publish Workflow.

12.

In the Workflow Definition Name, enter a workflow name.

Note: By default, the previously added Workflow Definition Name is displayed.

13.

Click Publish workflow.