Documentation
API
Q&A
Read
AnnouncementsArticlesWebsite tips
Learn
Getting StartedManagerMaestroAnalyticsExchangeWorkspaces
Resources
VideosDownloadsExchange PackagesRelease Notes
Contact
Platform
Manager
Maestro
Exchange
Workspaces
Analytics
Springboard

New Application - Start a New Application

  WorkspacesThis topic relates to Journey Workspaces   |     Workspaces ApplicantA Workspaces Applicants space user   |     21.11This topic was introduced with the 21.11 release

A key feature of the Applicants space is the ability to create new applications. This feature is available via the New Application action which is fundamentally the same as the New Form action available in Workspaces.

Note

An application started using the New Form or New Application actions can only be accessed by an authenticated user; that is, a user who is logged in to Workspaces (including the Applicants space) or a Temenos Journey Manager system. However, many applicants are anonymous or unauthenticated users, starting an application from an external website such as an online banking website, and so will not be able to access an application started using New Form or New Application.

Handover of applications between authenticated and anonymous users is possible but may not be offered in an out of the box Temenos Journey Manager solution. So, if application handover is important to you, contact your Temenos Journey Manager representative to discuss how your solution can be customized to allow application handover where you need it in your application workflow.

In the Applicants space, the New Application action is only available from the Search screen; it isn't available from the Details screen.

To start an application in the Applicants space:

  1. Select the Applicants space.
  2. On the Search screen, click New Application and select a form / product type from the list displayed.
  3. A modal window opens containing the selected form. Enter any customer or application details that you have, then save or submit the application and close the modal window.
  4. When you return to the Search screen, your new application will appear in the item list. If you can't see it straight away, you may need to refresh the screen.

Once you have started and saved an application, you can open it again any time to continue entering information until the application has been submitted. For details about how to continue an application, see Resume - Resume a Saved Application.