Omni Workflow
Articles outlining Omni Functionality, User Guides and Configuration Guides
By Liz and 1 other2 authors47 articles
- Omni Workbench Overview
- Omni Workbench Filters
- Omni Workbench Interface Definitions
- Assessor: How to understand your allocated applications and tasks
- Allocate an application to an Assessor
- Allocating tasks in OMNI Assessment (and auto-allocation)
- Allocating an Action Item to a team-member in Omni assessment
- Receive and allocate an application to your assessment team
- Verify Applicant Employment in Omni workflow
- Manually update your application status in Omni
- Omni Configuration Overview
- Enabling the Omni Assessment Module in your Channel
- Omni settings in the Journey setup
- Basic vs Full Omni Filter
- Configure your Assessment teams
- Configure Omni Statuses
- Sub-Status Setup Page
- Configure Omni Assessment workflow
- Configure Omni Assessment Processes
- Configure Omni Action Items
- Configure DLAs (Designated Lending Authority) for your Assessors
- Setting up a new Entity in your channel
- Unconditional Approval Process