Application snapshot

An application snapshot is a reference marker for an application at a particular point in time. It is a copy of the application’s data and its current state. These snapshots are used by the banks and FIs to perform audits of their processes or internal policies effectively. These snapshots are taken on a specific application status movement and are stored with a date and time in JSON format.

Use cases

You can perform the following tasks on application snapshots:

Capture snapshot manually or automatically.
View a snapshot. A total of 10 records are shown per page for the child objects except for the party object. For the Party object, four records are shown on a page.
Edit a snapshot.
Delete a snapshot.
Compare two snapshots to analyze the differences. This helps end-users, like underwriters, quickly see the changes that have occurred on the application data when multiple revisions are made on the application.

Capture snapshot manually

Irrespective of whether a flow is configured for application snapshots, you can capture the snapshot at any point in time.

Prerequisites

Before you proceed to capture the snapshot manually, ensure that the following prerequisite is met:

An application is created.

Steps

To capture the snapshot manually:

Log in to your Salesforce account.
Go to (App Launcher) > Applications.
On the Applications tab, and from the list of applications, select the required application.
On the application details page, go to More > Application Snapshot.
The Application Snapshot page is displayed.
On the Application Snapshot page, select .
In the Create new snapshot window, perform the following actions, and then select :
Field Name Action
Snapshot Name Specify a name for the snapshot.
Remarks Specify any additional details about the snapshot for later reference.
A message about successful generation of the Snapshot is displayed.

Capture snapshot automatically

To take the snapshot automatically, a flow must be configured. The flow can be configured for any conditions depending on your organization's requirements.

Example

Packaged flow Create Application Snapshot is provisioned to take a snapshot on every change of the application's status. If the application's status is changed from New Submitted to Approved, then the snapshot is captured.

Prerequisites

Before you proceed to capture the snapshot automatically, ensure that the following prerequisites are met:

An application is created.
Packaged flow Create Application Snapshot is enabled.
Note:
To know how to enable the flow, see the Q2 Origination Administration Guide > Application Snapshot Setup > Enable Create Application Snapshot Flow section.

View/Edit/Delete/Compare a snapshot

Prerequisites

Before you proceed to view/edit/delete/compare a snapshot, ensure that the following prerequisite is met:

A snapshot is captured either manually or automatically.

Steps

To view/edit/delete/compare a snapshot:

Log in to your Salesforce account.
Go to (App Launcher) > Applications.
On the Applications tab, and from the list of applications, select the required application.
On the application details page, go to More > Application Snapshot.
The Application Snapshot page is displayed.
To view a snapshot, on the Application Snapshot page, select View from the Actions list.
The details of the application are displayed. It shows the fields of the Application object first and then fields of the child object such as party and collateral.
Note:
- For the Party object, a maximum of four records is displayed per page.
- For other objects, a maximum of ten records is displayed per page.
- The Type field shows whether the snapshot is generated manually or automatically.
- If a user does not have access to view a field, that field is not captured in the snapshot for the user.
- If any of the fields are encrypted for the logged-in user, and the user does not have permission to view the encrypted fields, then those fields are not captured in the snapshot.
- With the Winter'22 release, a download option is provided to download the snapshot as a pdf. On selecting the (Download Snapshot PDF) option, the expanded section of the snapshot is downloaded and stored in the local system.
- When you select on the Download Snapshot PDF option, the process to download the PDF starts in a new browser tab that is opened automatically. It takes some time to process the download and during the processing, you must not close the newly opened browser tab.
The following image depicts the snapshots for Application and different objects such as Application Status History, Policy Condition, and Party:
To edit a snapshot, on the Application Snapshot page, select Edit Row from the Actions list for the required snapshot.
Note:
You can edit only the Snapshot Name and Remarks.
To delete a snapshot, on the Application Snapshot page, select Delete from the Actions list for the required snapshot.
In the Delete Snapshot-(Snapshot Id) window, select Yes.
A message indicating successful deletion is displayed.
To compare a snapshot with another snapshot, on the Application Snapshot page, select Compare from the Actions list for the required snapshot.
In the Compare Snapshot-(Snapshot Id) window, select the snapshot you want to compare, and then select .
Note:
- If there is no change in the application while capturing the snapshot, it shows no difference between the two snapshots.
- If there is a change in the application while capturing the snapshot, then it shows the changed data of the object that you are viewing.
To download the comparison of two snapshots, select the (Download Snapshot Comparison PDF) icon.
Note:
When you select on the Download Snapshot Comparison PDF option, the process to download the PDF starts in a new browser tab that is opened automatically. It takes some time to process the download and during the processing, you must not close the newly opened browser tab.