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Chapter 10. Executing the Mortgage Process

Now that you have deployed the project, you can execute the project’s defined functionality. For this tutorial you will input data in to a mortgage application form acting as the mortgage broker. The MortgageApprovalProcess business process will run and will determine whether or not the applicant has offered an acceptable down payment based on the decision rules that you defined earlier. The business process will either end the rule testing or request that the applicant increase the down payment to proceed. If the application passes the business rule testing, the bank’s approver will review the application and either approve or deny the loan.

Prerequisites

  • The Process Server is deployed and connected to the Red Hat Process Automation Manager
  • The Mortgage Process application has been deployed

  • The user or users working on the tasks must be members of the following groups:

    • approver - For the Qualify task
    • broker - For the Correct Data and Increase Down Payment tasks
    • manager - For the Final Approval task

Procedure

  1. Log in to Red Hat Process Automation Manager and click Menu → Manage → Process Definitions.
  2. Click any where in the MortgageApprovalProcess row to view the process details.
  3. Click the Diagram tab to view the business process diagram in the editor.
  4. Click on the X in the upper-right corner to close the editor.

  5. Click New Process Instance to open the Application form and input the following values in to the form fields:

    • Down Payment: 30000
    • Years of amortization: 10
    • Name: Ivo
    • Annual Income: 60000
    • SSN: 123456789
    • Age of property: 8
    • Address of property: Brno
    • Locale: Rural
    • Property Sale Price: 50000
  6. Click Submit to start a new process instance. After starting the process instance, the Instance Details view opens.
  7. Click on the Diagram tab to view the process flow within the process diagram. The state of the process will be highlighted as it moves through each task.
  8. Click Menu → Track → Task Inbox. This will take you to the Qualify form.
  9. As the approver, you will review the Qaulify task information, and if approved, select Is mortgage application in limit? and click Complete.
  10. In the Task Inbox, click any where in the Final Approval row to open the Final Approval task.
  11. Click Claim to claim responsibility for the task, then click Complete to finalize the loan approval process.
Note

The Save and Release buttons are only used to either pause the approval process and save the instance if you are waiting on a field value, or to release the task for another user to modify.