Automated task resolution

Prior to this feature, the system administrators were able to configure the auto-generation of tasks and their auto-assignment to the queues. But with the Mercury release, the tasks can also be configured to get resolved automatically without any manual intervention unless any approval is required.

For example, system tasks like Initiate Credit Pull, Calculate DTI, Calculate Exposure can be configured to get resolved automatically.

To resolve the tasks automatically, the system administrators can define certain task completion criteria for objects - Application, Party, and Collateral. So, whenever there is an update on these objects, Q2 Origination evaluates these criteria. If the criteria are satisfied, the corresponding task is marked as resolved in the Task List window.

For example, the Initiate Credit Pull task is resolved when the credit score is > 0. To resolve this task automatically, the system administrator needs to define the criterion as credit score > 0 on the objects (Application, Party, or Collateral).

From the Oxygen release onwards, the system administrator can configure task resolution criteria on policy condition type and policy condition status to resolve tasks automatically when the policy condition is satisfied. To achieve this functionality, the task completion criteria need to be defined on the Policy Condition Type Status object.

The Task List window shows the following items to the end-user:

• Auto-completed tasks along with all other tasks. 

• A visual representation of the progression of the applications within a stage. 

UI Enhancements

This section lists the user interface enhancements made in various releases.

Mercury Release:

1. A new option called Auto is added to the Type list as highlighted in the following image:

   

   The Auto option is to be selected to resolve a task automatically.

2. A new section called Task Completion Criteria is added as depicted in the following image:

   

   The criteria based on which the task is auto resolved are to be defined in this section.

Enable Automated Tasks Resolution

Prerequisites

Before you proceed to enable the auto resolution of tasks, ensure that the following prerequisites are met:

• The Use Enhanced Task flag is enabled.
  

  Note:

  To enable this flag, select Manage and select the Use Enhanced Task flag in  Setup > Custom Settings > Org Parameters (genesis).

• A department is created and is associated with a product.

Example

For a better understanding, this concept is being explained with the help of the following example and the set of steps on how to go about it:

• A task setup, which is when auto resolved, the loan applications move to the next stage, is configured with the following terms and conditions:
  

  Object Type	Application
  Type	Auto
  Task Name	Application Qualification
  Description	Qualify the loan application for the next stages.
  Mandatory	True

• Two task completion criteria are defined with the following terms and conditions to resolve the task (named Application Qualification) automatically:
  

  Rule Name	Validate
  Object Type	Application
  Related Object	Application	Application
  Field Name	Loan Amount	Term
  Operator	>=	>=
  Value	$50,000	25

• Evaluation Rule is $1 && $2.
  

  For any loan application with the loan amount >= $50,000 and term >=25, the Application Qualification task is marked as completed, and the loan application moves to the next stage.
  

Steps

To enable the auto resolution of tasks:

1. Log in to your Salesforce account.
   

2. Go to  (App Launcher) > Origination Configuration > Task Template.
   

3. On the Task Setup page, select New.
   

4. In the Task Setup Edit section, select Auto from the Type list, specify the other required fields and then select Save.
   

   

5. To define the criteria based on which the tasks get auto-completed, in the Task Completion Criteria section, perform the following actions, and  then select Save:
   

   1. In the Rule Details section, specify a rule name.

      Note:

      • The Object Type field is populated with the Object Type value that is selected while defining the task setup.

      • Object Type can be Application, Party, or Application Collateral.
        

      

   2. In the Criteria Details section, select  (Add New Criteria), specify the value for the Sequence Related Object, Field Name, Operator, Value fields, and then select Save.
      

      Note:

      • By performing step b, you can define more than one criterion. 

      • When more than one criterion is defined for a task, in the Evaluation Criteria section, specify the Evaluation Rule.

      • Evaluation Rule is the order in which the defined criteria should be evaluated. The order is defined using the AND or the Or operators. 

      • If the Evaluation Rule is:

        • $1 && $2, the task is auto resolved when both the criteria are satisfied.
          

        • $1 || $2, the task is auto resolved if any one of the criteria is satisfied.

      

      

6. In the Product Department Task Association section, select New Product Department Task Association.
   

7. Select the Task Setup, the Product Department Junction with which you want to associate the task, and select Save.
   

8. To view the task, on the Applications tab, select the required Application ID. 
   

   The application dashboard is displayed.
   

9. Select  (Task List).

   It lists all the stages and tasks related to that application. The task that is resolved is selected and greyed out.

   The following table lists the various scenarios when the Application Qualification task is executed:
   

   Scenario	Auto Task is Resolved	Resolution Reason
   Loan Amount = $60,000 and Term = 25	Yes	As per the Evaluation Rule, this application satisfies both the criteria. Hence, the task Application Qualification is auto resolved, as highlighted in  Image 1.
   Loan Amount = $60,000 and Term = 20	No	As this application satisfies only one criterion, the loan amount >= $50,000, the task Application Qualification is not resolved as highlighted in Image 2.
   Loan Amount = $30,000 and Term = 30	No	As this application satisfies only one criterion, the term >= 25, the task Application Qualification is not resolved as highlighted in Image 3.
   Loan Amount = $30,000 and Term = 20	No	As per the Evaluation Rule, this application does not satisfy both criteria. Hence, the task Application Qualification is not resolved, as highlighted in Image 4.

Image 1: Loan Amount = $60,000 and Term = 25 

Image 2: Loan Amount = $60,000 and Term = 20

Image 3: Loan Amount = $30,000 and Term = 30

Image 4: Loan Amount = $30,000 and Term = 20