LiveCycle Workbench ES Help 
Creating Your First LiveCycle ES Application > Testing a Service Using LiveCycle Workspace ES > Verifying mortgage application routing

Verifying mortgage application routing

Because you applied for a mortgage of $550,000, you must verify whether the form was routed to the bank manager. You will log in as both the loan officer and the bank manager to verify that the loan application was correctly routed. The following two results occur:

  1. The mortgage application was not routed to the loan officer because the loan amount is more than five hundred thousand dollars.
  2. The mortgage application is routed to the bank manager because the amount is equal to or greater than five hundred thousand dollars.

To log in as the loan officer:

  1. Log in as Alex Pink. (See Logging in to LiveCycle Workspace ES.)
  2. On the Workspace ES Welcome page, verify that no number appears next to To Do.
  3. Click Logout. A Please Confirm dialog box appears.
  4. Click OK.

You have verified that the mortgage application did not route to the Alex Pink, the loan officer.

To log in as the bank manager and approve the mortgage:

  1. Log in as Tony Blue. (See Logging in to LiveCycle Workspace ES.)
  2. On the Workspace ES Welcome page, verify that the number 1 appears next to To Do, and then click To Do To Do icon .
  3. On the To Do tab, click the Bank Manager card. The Task Details and Form tabs appear.
  4. On the Form tab, scroll down to the Approved and Declined fields, select the Approved field and then, below the form, click Complete. The number in the To Do tab decrements by one.
  5. Click Logout.

You have verified that the mortgage application was routed correctly. You have selected Approved. You can now call your new customer to give them the good news.

You have now completed testing the mortgage application section, and you have completed this tutorial.

Adobe LiveCycle ES Update 1

 

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