Dossier definitions

Business goal

A dossier definition allows us to define different workflows depending on the dossier type, dossier service or client type.

🎯 Functional documentation

A dossier definition bundles:

• The status transitions definition
• The flow definition, form definition & the flow options that can be used to start the flow
• The profile definitions
• The task list definitions

⚙️ Configuration

In order to create a dossier definition, the following information is required:

• Dossier type: the dossier type defines the type of dossier this represents for the customer, eg. Know Your Customer, Insurance, Transaction control,...
• Dossier service: the dossier services defines a subtype to your dossier type, eg. insurance of type Pension Saving.
• Party type: a dossier definition per required party type needs to be created.
• State diagram: the expected state transitions.

A new dossier type and/or service needs to be requested.

Dossier type, service and client party type are selected by the advisor when creating a new dossier manually in the UI.

Flow configuration (optional)

In the flow configuration you link the required flow definition and form definition.

The PDF template DEFAULT activates the standard profile PDF. Customisations can be requested.

Additionally, define which dossier status should align with a pending, completed, rejected and canceled flow.

Linked flow options (optional)

Select the applicable flow options.

Configured tasks lists (optional)

Select the applicable task lists.

Profile configurations (optional)

Select the applicable profile definitions.