Chapter 20. Executing the MortgageApprovalProcess process application

Procedure

1. Log in to Red Hat Process Automation Manager as Bill (the broker) and click Menu Manage Process Definitions.

2. Click the three vertical dots in the Actions column and select Start to start to open the Application form and input the following values in to the form fields:

   • Down Payment: 30000
   • Years of amortization: 10
   • Name: Ivo
   • Annual Income: 60000
   • SSN: 123456789
   • Age of property: 8
   • Address of property: Brno
   • Locale: Rural
   • Property Sale Price: 50000
3. Click Submit to start a new process instance. After starting the process instance, the Instance Details view opens.

4. Click the Diagram tab to view the process flow within the process diagram. The state of the process is highlighted as it moves through each task.

   

   View larger image

   
5. Log out of Business Central and log back in as Katy.
6. Click Menu Track Task Inbox. This takes you to the Qualify form.
7. Click the three vertical dots in the Actions column and select and click Claim. The Qualify task Status is now Reserved.

8. Click the Qualify task row to open and review the task information. Click Claim and then Start at the bottom of the form.

   The application form is now active for approval or denial.

9. To approve the application, select Is mortgage application in limit? and click Complete.
10. In the Task Inbox, click anywhere in the Final Approval row to open the Final Approval task.
11. In the Final Approval row, click the three vertical dots in the Actions column and click Claim.
12. Click anywhere in the Final Approval row to open the Final Approval task. Click Start at the bottom of the form.
13. Note that the Inlimit check box is selected to reflect that that application is ready for final approval. Click Complete.