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Financial Services Solutions user guide
- Overview
- Financial Crime Compliance (FCC) solutions
- Loan Origination Solution
Add a loan to the Quality Control (QA/QC) queue by uploading its document package and assigning a reviewer.
This task applies for a workflow where documents are manually uploaded. In most cases, loans enter the processing queue automatically via RPA integrations and no manual upload is required.
Prerequisites
- You are a member of the Business User Group and have access to the QA/QC application.
- You have the loan number and closing date for the loan you want to add.
- You have the document package for the loan available as PDF, JPG, JPEG, PNG, or ZIP files.
- A reviewer account exists in the system to assign the loan to.
Steps
- On the homepage, select the Loans tab.
- Select Add loan.
- In the Add loan dialog, fill in the mandatory fields, plus any optional fields that apply.
- Select Add loan.
Result: The loan is added and QC processing begins automatically. The loan appears in the Loans applications table while the agent classifies and evaluates the uploaded documents.