Wizards

Wizards guide the user through a process task via a simple and intuitive user interface.

Benefits include:

• Separate permissions layer can enable user access to wizards without having the ability to access full case file - useful for assigning work to junior staff
• Wizards only available to certain staff with specific roles
• For complex tasks, ensures that all steps are followed in the correct sequence and that any necessary information has been captured
• Wide range of Wizards provided, including change of applicant details, process fee or card payment, instruct valuation, add case note, process COT, Issue Offer, Complete a Case etc
• Wizards call processes within the workflow and business processing engine
• Can also call rule polices at any time against the case
• Wizards can automatically update data in the case
• Enforces all compliance rules on the case
• Can cancel out of the wizard at any time and not affect the case
• A wizard may automatically create a task or a letter or an audit entry