Tech Days 2025 - Add an Approval flow to a lending journey

This article demonstrates how to add an Approval flow to a lending journey.

Follow these steps.

1. In Journey Manager, add a new group for the approvers and assign the users to the approval processing group.

   

2. Edit the collaboration job (workflow) to include the approval workflow in the retail workflow that's triggered when pre-screen verification is complete.

   {
     "name": "Pre-Screening",
     "type": "",
     "shareFormData": true,
     "actions": [
       {
         "name": "Pre-Screening Review",
         "type": "Job Task Assign",
         "properties": [
           { "name": "Task Assign Group", "value": "Pre-Screening" },
           { "name": "Task Form Code", "value": "review-ws" },
           { "name": "Task Assign Portal", "value": "Work Spaces" },
           { "name": "Task Message", "value": "Please perform the Pre-Screening of the ${submission.formName} from ${func.startSubmission().formDataMap.FirstName} ${func.startSubmission().formDataMap.LastName}." },
           { "name": "Task Review Previous Step", "value": "true" },
           { "name": "Task Subject", "value": "Pre-Screening of ${submission.formName} from ${func.startSubmission().formDataMap.FirstName} ${func.startSubmission().formDataMap.LastName}" },
           { "name": "Task Type", "value": "Review" },
           { "name": "Task Send Email", "value": "false" },
           { "name": "Task Attachments Previous Step", "value": "true" },
           { "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }
         ]
       },
       {
         "name": "Notify Job Action",
         "type": "Job Action",
         "serviceVersion": "2.0.0",
         "properties": [
           { "name": "NotificationName", "value": "Review Application" }
         ]
       },
       {
         "name": "Workspaces - Set Transaction properties",
         "type": "Job Action"
       },
       {
         "name": "Pre-Screening Wait",
         "type": "Job Task Wait"
       }
     ],
     "routes": [
       { "name": "Verified", "nextStep": "Pre-Screening Approval" },
       { "name": "Request More Information", "nextStep": "Request More Information" },
       { "name": "Decline Application", "nextStep": "Decline Application" }
     ]
   },
   {
     "name": "Pre-Screening Approval",
     "type": "",
     "shareFormData": true,
     "actions": [
       {
         "name": "Pre-Screening Approval",
         "type": "Job Task Assign",
         "properties": [
           { "name": "Task Assign Group", "value": "Pre-screen Approvals" },
           { "name": "Task Form Code", "value": "review-ws" },
           { "name": "Task Assign Portal", "value": "Work Spaces" },
           { "name": "Task Message", "value": "Please review the Pre-Screening of the ${submission.formName} from ${func.startSubmission().formDataMap.FirstName} ${func.startSubmission().formDataMap.LastName}." },
           { "name": "Task Review Previous Step", "value": "true" },
           { "name": "Task Subject", "value": "Pre-Screening review of ${submission.formName} from ${func.startSubmission().formDataMap.FirstName} ${func.startSubmission().formDataMap.LastName}" },
           { "name": "Task Type", "value": "Review" },
           { "name": "Task Send Email", "value": "false" },
           { "name": "Task Attachments Previous Step", "value": "true" },
           { "name": "Task Form XML Data", "value": "$func.startSubmissionXml()" }
         ]
       },
       {
         "name": "Notify Job Action",
         "type": "Job Action",
         "serviceVersion": "2.0.0",
         "properties": [
           { "name": "NotificationName", "value": "Review Application" }
         ]
       },
       {
         "name": "Workspaces - Set Transaction properties",
         "type": "Job Action"
       },
       {
         "name": "Pre-Screening Approval Wait",
         "type": "Job Task Wait"
       }
     ],
     "routes": [
       { "name": "Approved", "nextStep": "Underwriting" },
       { "name": "Need Thorough Verification", "nextStep": "Pre-Screening" }
     ]
   },

3. Update the Workspaces configuration to include the pre-screening approval workflow.
   • Add 'Pre-screen Approvals' group to the global filters

         "GroupName": {
           "label": "Queues",
           "options": [
             {
               "label": "Pre-screening",
               "value": [
                 "Manual Review",
                 "Fraud Review",
                 "SMB Manual Review",
                 "Pre-Screening",
                 "Pre-screen Approvals"
               ]
             },
             {
               "label": "Credit Packaging",
               "value": [
                 "Financial Review"
               ]
             },
             {
               "label": "Underwriting & Closing",
               "value": [
                 "Credit Decision Review",
                 "Closing"
               ]
             },
             {
               "label": "Error",
               "value": [
                 "Onboarding Error"
               ]
             }
           ],
           "value": "All"
         },

   • Create a new view called 'Pre-screen Approvals' under the review space to handle the pre-screening approvals with the permission control to display it only for prescreen approvers

         {
           "label": "Pre-screen Approvals",
           "properties": [
             "$taskSla",
             "$appId",
             "$primaryName",
             "$product",
             "$appAge",
             "$currentQueue",
             "$currentTask",
             "$assigned",
             "$formLastModified"
           ],
           "filterBy": {
             "$currentQueue": [
               "Pre-screen Approvals"
             ]
           },
           "permissions": {
             "type": "group",
             "value": [
               "Pre-screen Approvals"
             ]
           },
           "expandedInfo": "$primaryApplicantInfo",
           "sortOrder": "desc",
           "sortBy": "$appAge"
         },
     

   • Configure the details screen for the pre-screen approvers to view the verified information by pre-screen staff. This can be done by reusing the existing custom card configurations.

         {
           "label": "Pre-Screen Approval",
           "properties": [
             "$originalPrimaryApplicant",
             "$updatedPrimaryApplicant",
             "$docsList"
           ],
           "rules": [
             {
               "dataIndex": "job.currentStep",
               "value": "Pre-Screening Approval"
             }
           ]
         },