Starting a mortgage application

In Workspace ES, you must start a process to fill a form to initiate the mortgage approval service. You have already configured an endpoint and assigned it to a category. In Workspace ES, the endpoint you configured is visually represented by a process card that is accessible from the category you assigned. When you click the process card, the MortgageLoan service is invoked, which displays the form design.

To fill a form:

  1. Log in to Workspace ES using Rye Woodard to start the activity. For information, see Logging in to Workspace ES. After you log in, the Welcome screen appears as shown in the following illustration.

    Workspace welcome screen

  2. On the Welcome screen, click Start Process The icon appears as a yellow star in the top-right corner of the page. .
  3. On the Start Process tab, click Loan Applications. The mortgage application is displayed as a process card as shown in the following illustration.

  1. In the process card, click the Fin@nce Corp. iconThis icon appears as a house with Fin@nce Corp. printed on the left side. . The Task Details and Form tabs appear; the Form tab is selected.

    Note:   If you click an area other than the Fin@nce Corp. icon in the process card, the Task Details and Form tabs appear but the Task Details tab is selected.

  2. On the Form tab, under Step 1: Mortgage Information, perform the following tasks:

    After you fill the form, it should look like the following illustration.

    Form with filled fields in Workspace

    Note:   You will notice that the Submit button is no longer present in the form. Instead, the Complete button is used to submit a form.

  3. Below the form, click Submit This Task This button appears a page with a check mark on the bottom corner and the word Complete on it. . A prompt appears in the lower-right corner that indicates that the task was submitted.
  4. Click Logout. A Please Confirm dialog box appears with the prompt "Are you sure you want to logout?"
  5. Click OK.

You have filled out a mortgage application and logged out of Workspace ES.


 

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