Lock record configuration setup

To ensure data integrity during and after the application approval or any other process, financial institutions prefer to lock applications for any edits. Later in the workflow, the applications can be unlocked and made available for edits. You can control the locking and unlocking of the applications.

In Q2 Origination,  you can configure to lock or unlock an application record and its selected associated records. This configuration is invoked on an application status change.

For example, the application can be locked for edits in the following instances:

• When an application record is submitted for approval, the application record and its related child records should not be editable by the users.

• After an application record is submitted for approval and if the loan is in approved status, the application record and its related child records should not be editable by the users.

• If an application status is Converted to a Contract, then the application and the records associated with the application should be locked down for editing post the conversion to contract.

And the locks can be released in the following instances:

• If an approval process is withdrawn, the application record and specific records associated with the application are editable.(by changing application status)

• When an application record is submitted or approved. 

Key Concepts

Salesforce Flow

A salesforce flow is a point-and-select tool that allows you to easily automate the application lock /unlock processes and to see a graphical representation of your process as you build it.

Configure Application Lock Process

Perform the following steps to configure applications locking:

1. Enable Locking in Process Automation Settings

2. Enable Locking in Custom Settings

3. Origination Configuration

4. Enable packaged Lock Unlock Application Flow

Enable Locking in Process Automation Settings

Prerequisites

None.

Steps  

Perform the following steps to enable the application lock/unlock in Apex:

1. In Setup > Process Automation Settings, select Enable record locking and unlocking in Apex.
   

   

Enable Locking in Custom Settings

Prerequisites

None

Steps 

Perform the following steps to configure the application lock/unlock in Custom Settings:

1. In Setup > Custom Settings, search for CL Platform Settings.
   

2. In CL Platform Settings, select Manage.
   

   

3. Select Edit.

   
   

4. Select Lock Feature Enabled, and then select Save.
   

   

Enable Locking in Origination Configuration

Prerequisites

None.

Steps  

Perform the following steps to configure the locking in Origination Configuration:

1. On the Origination Configuration, select Lock record Configuration.
   

2. Select the Object Type as Application. 
   

3. Select the objects from the Related Object List that need to be locked, and add them to Select Related Object.
   

4. To enable the configuration, select Active and then select Save.

   
   

   Note:

   By default, the Selected Related Object includes the Note and Attachment object, which needs to be removed from the Selected Related Object list. 

Enable Lock Unlock Application Flow

Prerequisites 

None.

Steps

Perform the following steps to enable the application Lock Unlock Application flow:

1. Log in to your Salesforce account.
   

2. Select , and then select Setup.
   

3. In the Quick Find box, search for Flows, and select it.

4. Go to Lock Unlock Application, and select Activate.

5. Clicking Activate, activates the flow.

Customize Lock Unlock Application Flow

To change the criteria of the Lock Unlock Application Flow, perform the following steps:

1. Log in to your Salesforce account.
   

2. Select , and then select Setup.
   

3. In the Quick Find box, search for Flows, and select it.

4. Go to Lock Unlock Application flow, and make the required changes.

5. Click Save as to save a new version of the flow, and select Activate.