Introduction to Journey Applicants

Journey Applicants is a Workspaces extension offering a portal for authenticated applicants to respond to follow-up requests, and monitor application progress. Journey Applicants provides an efficient, digital-first method for authenticated non-bank users to have a greater involvement in the application process. By giving applicants (or their representative) more direct involvement in the application process, Journey Applicants helps to improve the speed and accuracy of the application resolution process.

Journey Applicants works in conjunction with other Workspaces back-office business process functionality including:

• Applications: Review pending applications that require manual intervention as part of the application workflow.

This guide explains how to set up Journey Applicants in Journey Manager, and how to develop and deploy a Journey Applicants client application, including the steps required to configure collaboration jobs to work with Journey Applicants.

Prerequisites

To deploy and configure Journey Applicants in your JM environment, you need access to the following resources.

• Journey Manager 23.04 or later with the Workspaces REST API installed.
• A JM user account with privileges for deploying and configuring WAR files.

The Workspaces REST API is included in the Workspaces installation (WAR) file which is bundled with the Journey Manager installation file as an optional package. While this is the easiest way to install Workspaces, the Workspaces installation file is available to download from the Journey Manager resources website (login required).

note

If you're deploying Workspaces in a Temenos cloud hosting environment, contact the Temenos cloud hosting team for assistance in configuring the Apache proxy settings to access Journey Applicants after deployment.

It is assumed you are proficient with the Journey Manager platform, collaboration jobs, scripting with Groovy and Fluent functions, and setting up forms in Journey Manager. If you're unfamiliar with any of these, use the links above to learn about them, or contact us to discuss e-Learning and instructor-led training options.

Supported web browsers

Mobile browsers

Journey Applicants has been designed for and tested against the following mobile web browsers.

• iOS: Safari, Chrome
• Android: Chrome

Desktop browsers

Journey Applicants has been designed for and tested against the following desktop web browsers.

• Chrome
• Firefox
• Microsoft Edge

For the best Journey Applicants experience, we recommend using the latest version of a supported web browser, and that you keep your browser updated, especially through the application of security patches. While you may be able to access Journey Applicants using other browsers, there's no guarantee that everything will work, and you may not enjoy the same great user experience that is available when using a supported browser.

Known limitations

IE11 not supported

Internet Explorer is not a supported browser for Journey Applicants.

TJM support for IE11 was discontinued in the 22.10 release. To learn more, see Update on TJM Support for IE11.

Frequently asked questions

Journey Applicants is highly configurable, so you may have questions about deploying, configuring, or using Journey Applicants in your environment. We've captured some commonly asked questions in the Workspaces FAQ, and you might find answers to your questions there.

About this documentation

Conventions

The following conventions are used in this documentation.

Convention	Example
Defined terms are displayed exactly as shown in the Terminology section below.	To display the Details screen, click a Txn.
Named user interface elements are displayed in bold font.	Click Import to complete the WAR file deployment.

Terminology

The following defined terms are used in this documentation.

Term	Meaning
Configure	Establish how a Workspaces instance behaves by defining application-level parameters, attributes or properties; for example, defining the Workspaces Global Txn property in JM. Note that only users with appropriate permissions can access and make changes to configuration options.
Custom cards	A Details screen section that presents different kinds of custom information such as applicant details, background check details, or any other custom information not included in the default configuration.
Details screen	A Workspaces screen showing comprehensive information for a selected Txn. To display the Details screen, click a Txn item in the table on the List screen.
Key Info card	A section at the top of the Details screen that shows key information about the Txn.
List screen	A Workspaces screen showing a configurable list of Txns available to the logged-in user.
SLA	Service Level Agreement.
Txn	A single item in a List screen table. The Details screen shows comprehensive information for a single Txn. Also referred to as a Task.