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Loan Auto Approve workflow

Last Updated: Jun 22, 2017 03:20PM CEST
Business case: Approve a loan account of an individual client if the client has at least 5 years of service at at the current working place, the loan amount is greater than 1000 and the credit score captured at account level is greater than 2.

Note: In the conditions there is an AccountState check which is not part of the business criteria but a must from a technical point of view to limit the number of undesired API calls when an account activity is performed after the account is approved considering that the other conditions are already met. This is considered a notification breaker criteria.  

Configuration snippet:

support@mambu.com
https://cdn.desk.com/
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desk
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