Create document list item definitions for a document list definition
Create document list item definitions for a document list definition. For example, for the Proof of Name Change document category, the document list item could be Name change of customer.
Before you begin
Role required: sn_doc_processor.admin
You can associate one or more document list item definitions with a document list definition.
Procedure
Navigate to Document Processor > Administration > Document list definitions.
In the list, click the document list that you want to add a document list item to.
In the Document List Item Definitions related list, click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Document list | Name of the document type that is displayed in document service tasks. An example is Passport. |
| Document category | Option to activate this document type to be used in document service tasks. |
| Use existing document | Option to enable to request for use of a previously submitted document that currently exists in the system. |
| Can request exception | Option to enable request for exemption from submission of this document list item. |
| Can request deferment | Option to enable to request for deferral of this document list item for submission at a future date. |
| Has fillable document | Option to include a Document template with the task. |
| No of documents | The number of documents required for each category. |
| Mandatory | Set the document list item as mandatory, if required. Note: If a document list item is set as mandatory, the document verification task in a workflow can't be closed without verifying the documents of this category. |
| OCR processing needed | Option to require text or data to be automatically extracted from the document list item definition using optical character recognition. For more information, see Integrating with Document Intelligence. |
- Select Submit.
Parent Topic:Configuring Financial Services Operations Document Processor