6 MODEL THE PROCESS
7.10 IMPLEMENT EMAILS
The process requirement is to notify applicant via emails about their application status.
We have added email task in the process model in section 6. We also have set up email notification function for the UMS service on the server to send email.
Now, we’ll implement email notification for every email task, including recipient and mail content. There are totally four email tasks in the process:
Reject email due to illegibility
Cancel Application email due to timeout at the verifying repayment agreement step Approval email after the “Take Final Decision” step.
Rejection email after the “Take Final Decision” step.
We’ll demonstrate procedures for “Reject email due to illegibility” case. You can then apply the same procedures for other cases.
7.10.1 Reject Email – Illegibility
Tutorial Lab Project – Oracle BPM
Page 122 of 162 Enter the following information in the General tab.
From Account: [email protected]
To: click on the Expression Builder icon on the right. In the Expression Builder, enter the following information:
o Mode: Simple Exp.
o Expression: loanApplication.application.contact.email Click OK to close the Expression Builder.
Note: [email protected] is a free Gmail account set up for this tutorial (remember we have set up Gmail server as a relay server to send email in section 7.1.2). You can log in this account on Gmail to check emails later (password: ironcar108).
In the Properties window, click on Content tab.
Open Expression Builder for Subject field, enter the following information: Mode: Simple Exp.
Page 123 of 162 "Bank Notification for Loan Application " +
loanApplication.administration.applicationIdentifer + " - Eligibility Notice" Then, click OK.
Open Expression Builder for Body field, enter the following information: Mode: Simple Exp.
Expression: (including quote characters).
"Dear " + loanApplication.application.identification.firstName + " " +
loanApplication.application.identification.lastName + ",<br><br>STATUS OF YOUR LOAN APPLICATION<br><br>Application ID: " +
loanApplication.administration.applicationIdentifer + ".<br><br>Thank you for your interest in our mortgage products.<br><br>We want to inform you that your application to our loan product has expired <br> since our last contact with you. This is in accordance with our policy of 5-day maximum pending period.<br><br>Your application submission date: " + loanApplication.administration.submissionDateTime + "<br>Your application revision date: " + loanApplication.administration.revisionDateTime + "<br><br>Kindly lodge a new application once your information is available and/or write to us at
[email protected] for any clarification
required<br><br>Sincerely,<br><br>Mortgage Services"
Then, click OK.
Click OK in the Properties window. That finishes notification implementation for the “Reject Email – Illegibility” task.
Now, you should do the same for other notification tasks with the guided information below.
7.10.2 Cancel Application Email
From Account Plain Text [email protected] To Simple Exp. loanApplication.application.contact.email Subject Simple Exp.
"Bank Notification for Loan Application " +
loanApplication.administration.applicationIdentifer + " - Eligibility Notice" Body Simple Exp. "Dear " + loanApplication.application.identification.firstName + " " + loanApplication.application.identification.lastName +
",<br><br>STATUS OF YOUR LOAN APPLICATION<br><br>Application ID: " +
loanApplication.administration.applicationIdentifer + "<br><br>Thank you for your interest in our mortgage products.<br><br>Please be informed that your application above has expired since our last contact with you. This is in accordance with our policy of 5-day pending
period.<br><br>Your application submission date: " +
loanApplication.administration.submissionDateTime + "<br>Your application revision date: " +
loanApplication.administration.revisionDateTime +
"<br><br>Please lodge a new application once you have enough information, or write to us at [email protected] if you need any clarification or
Tutorial Lab Project – Oracle BPM
Page 124 of 162
7.10.3 Approval Email
From Account Plain Text [email protected]
To Simple
Exp.
loanApplication.application.contact.email
Subject Simple
Exp.
"Bank Notification for Loan Application " +
loanApplication.administration.applicationIdentifer + " - Approval Notice" Body Simple Exp. "Dear " + loanApplication.application.identification.firstName + " " + loanApplication.application.identification.lastName + ",<br><br>STATUS OF YOUR LOAN
APPLICATION<br><br>Application ID: " +
loanApplication.administration.applicationIdentifer + "<br><br>Thank you for your interest in our mortgage products.<br><br>We are glad to inform you that your application has been approved in accordance with our policy and based on the information you have submitted to
us.<br><br>We look forward to working with you in the next step. If we don't receive your response within 30 business days since this notification, your existing application will be filed and any new application must be lodged again
afterwards.<br><br>Sincerely,<br><br>Mortgage Services"
7.10.4 Rejection Email
From Account Plain Text [email protected]
To Simple
Exp.
loanApplication.application.contact.email
Subject Simple
Exp.
"Bank Notification for Loan Application " +
loanApplication.administration.applicationIdentifer + " - Rejection Notice" Body Simple Exp. "Dear " + loanApplication.application.identification.firstName + " " + loanApplication.application.identification.lastName + ",<br><br>STATUS OF YOUR LOAN
APPLICATION<br><br>Application ID: " +
loanApplication.administration.applicationIdentifer + "<br><br>Thank you for your interest in our mortgage products.<br><br>We are unable to approve your application in our final review according to our policy and based on the information you have submitted to us.<br><br>Should you need any consultation, please contact us at
[email protected].<br><br>Sincerely, <br><br>Mortgage Services"