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added

April 12, 2022

over 2 years ago by Nadya Tuleyko

We added improved platform navigation experience and added automation features.

Release Details

Loan Product Setup: Navigation Enhancements

  • Document Folder Structure moved to its own section of Loan Product Setup.
  • Team Member Assignment moved to its own section of Loan Product Setup.

Standard Task Checklist

  • Define "standard tasks" that are added to the application at certain points of the application process.
  • Define condition to be checked for task creation (using DigiFi's Formula Language).
  • Define the number of days before the task due date.
  • Prevent applications from entering status(es) if task is not done.
  • Include editable application data within the task.

Decision Engine Automation

  • Define which decision strategy needs to be triggered for application at certain points of the application process.
  • Define condition to be checked for decision strategy to run (using DigiFi's formula language).
  • Define if and how to update the application status if the decision result is Passed or Failed.

Email Automation

  • Define condition to be checked for email sending (using DigiFi's Formula Language).
  • Configure email details including Recipients, Subject and Body.

👍

Use curly brackets to insert variable referencing application data in email body:

  1. Open {
  2. Start typing variable name
  3. Choose variable from the list
  4. Close }
  • Add a button with a redirect URL to your email.
  • View automatically sent emails in Application > Emails tab.

📘

Note

  • Your SendGrid account needs to be connected to DigiFi platform. Please visit Company Settings > Integrations > SendGrid Email Delivery Integration to connect your SendGrid account.
  • Your branding elements need to be setup in DigiFi platform. Please visit Company Settings > Branding to provide your brand colors and logo.

Automated Rejections

  • Automatically reject in-process applications after 'N' days with a decline reason specified by you.
  • Setup decline reasons (previously in Application Workflow).
  • Setup automatic rejections (previously in Process Automation).