0
1.6.0
Zurich, Yokohama, Xanadu, Washington DC, Vancouver
Document Management supports middle and back-office operations by enabling service owners to configure document categories, document types, document rules, and approval rules for document deferments and exceptions.
- Decision engine controls which documents must be collected and distributed based on the service type and customer type.
- Display of required documents to key users throughout the service's workflow via document verification tasks.
- Ability to reuse documents that have been used in the past and are still valid, exposed to users through metadata.
- Dedicated Workspace including the ability to trigger subflows for individual documents.
- New
- Defer and Exception Buttons: Added new Defer and Exception buttons to enhance document verification workflow management, allowing users to defer tasks or mark them as exceptions during the document upload process
- Changed
- Document Processor UIB: Updated UI Builder components for Document Processor with improved validation and more generic methods for retrieving document verification details
- View Document Link: Modified view document link functionality to improve document access and navigation
Permissions and roles:
- System administrator (admin) role is needed for the installation