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New Application: Start a new application

  WorkspacesThis topic relates to Journey Workspaces   |     Brokers userA Journey Brokers user   |  21.11This feature was introduced in the 21.11 release

A key feature of the Brokers space is the ability to kick-start a new application on a customer's behalf via the New Application action. This action is fundamentally the same as the New Form action available in Journey Workspaces.

Note

An application started using the descriptionNew Application action can only be accessed by an authenticated user; that is, a user who is logged in to Journey Brokers, Journey Workspaces or a Temenos Journey Manager system. However, anonymous or unauthenticated users who start an application from an external website, such as an online banking website, will not be able to access their applications.

Info

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. 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 Journey Brokers, the New Application action is only available from the Search screen; it isn't available from the Details screen.

To start an application in Journey Brokers:

  1. Login to Journey Brokers.
  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: Re-open an application form.