Dashboard for mortgage intermediary

Availability of functionality depends on the license and may not be available in all deployments.

Assumptions:

• The broker sees only cases that they started themselves, even when they are no longer currently assigned to them

• The broker can search cases by case number and client surname

The dashboard uses data from a projection database, which is fed by events emitted from eximeeBpms. A case started by the broker appears on the list after the process (case) is started in eximeeBpms; this is handled by the thrown event RouterProcessStartedEvent

Changes needed to link the application with the broker who started it

• Projection database in the table process_list was extended with a column startedBy. The column stores the login of the user who started the application.

• The dashboard uses a projection database fed by events, therefore support was added to KafkaProcessListEventConsumer for handling and consuming the **RouterProcessStartedEvent event containing the user's login. This login is placed into the column startedBy.

• On the application that is the start point of the process, a variable should be added router_user_id - it must be defined as an input parameter and added as a session variable.

  Example application: simpleMortgage_app
  Start form: simpleMortgageStartForm, process name: simpleMortgageProcess

Defining visibility of dashboard functionality

Visibility of functionality is controlled by roles in the application. A mortgage broker has the permission feature_only_started_processes, which allows them to see:

• inbox (list of cases),

• start a new mortgage application via the New Mortgage button (bound application: simpleMortgage_app),

• filtering of applications tailored to the mortgage broker.

They should also have the permission feature_process_list - it allows them to have access to the list of cases.

Filtering cases in the dashboard

• A filter was added when searching applications on the backend - the broker will retrieve only applications that they themselves started.

  • in the search above the case list you can filter cases by client surname,

  • in the Filter window in the Case Id field, after entering part of the case number we should see the filtered cases.