After being created, existing pipeline loan tasks can be adjusted to match any process changes that may occur at the bank. To create new pipeline loan tasks, follow the steps in How To: Configure Pipeline Loan Tasks
Covered in this article:
Editing Existing Pipeline Loan Tasks
To edit existing Pipeline Tasks, click on Tools, then BankPoint Settings to go to the Settings area of BankPoint.
Note that you may have more of less options displayed. This depends on the modules used by your bank and the permissions assigned to your BankPoint Account.
If you do not see the BankPoint Settings, option, visit How To: Grant Security Settings Permissions to a User or contact your BankPoint Administrator.
Click on the Loan pill on the Settings screen to access the Loan configuration screens.
Select Loan Pipeline Tasks from the left menu and then Actions > Edit.
Edit the fields to change an existing task as follows:
Name: The task name/short description i.e. "Receive customer balance sheet"
Loan Status: The status to which the task applies. Leave the field as is if the task applies to the entire life of the pipeline loan, or choose a specific status. If a status is chosen, then the task will only be displayed when the pipeline loan reaches that status.
Is Active: Use this flag to indicate the task is active and should be used for new or existing open pipeline loans. The task will not be added to approved or completed requests.
Remove: Click the remove icon to delete a task that was entered by mistake and never been used. If a task has been used in a pipeline loan, it cannot be removed. In this case, the Is Active flag should be unchecked to stop displaying the task.
Re-order tasks by clicking on the icon left of the tasks, dragging and dropping tasks around the screen to the desired position.