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## 15.3 Bundle Application

This topic describes the in formation about Bundle Application option.

Using this option, the Bank Administrator can create and maintain the priority to be assigned to each product category that can be part of a bundled application. This will dictate the sequence of steps within the bundled application form.

Based on the product category sequence, the workflows defined for each single or individual product application are considered to auto-generate the workflow for a bundled application. When the bundled application is initiated by the end-user, common sections across the different products will appear only once to the end-user. However, the steps that are unique to each product application will be sequenced based on the priority set as a part of bundled application only for the products selected by the customer in the bundle. Example:

Assume, the following is the workflow defined at each product category (defined using Single Product Application – custom flow) and the priority set against each product category (Defined using Bundled application – custom flow).

Table 15-3 Priority set in bundled application workflow

Checking Account (Priority set in bundled application workflow - 1) | Personal Loan (Priority set in bundled application workflow - 2) | Auto Loan (Priority set in bundled application workflow - 3)
--- | --- | ---
| Upload Documents | Upload Documents
Personal Information | Financial Profile | Home Loan Requirements
Account Specifications | Personal Loan Requirements | Personal Information
Review | Personal Information | Financial Profile
Terms of Service | Employment Information | Employment Information
Confirmation | Review | Review
| Terms of Service | Terms of Service
| Confirmation | Confirmation

from all the above three product categories from the digital platform. In this scenario, the sequence in which the information asked as a part of the application will be as follows:

1. Personal Information
2. Account Specifications
3. Financial Profile
4. Personal Loan Requirements
5. Employment Information
6. Home Loan Requirements
7. Review
8. Terms of Service
9. Confirmation

- View Bundled Application Workflows
  This topic describes the systematic instruction to View Default and Custom Workflows options. Using this option Bank Administrator can view the default workflow for the bundle application product.
- Edit Custom Workflow
  This topic describes the systematic instruction to Edit Custom Workflow option.

Parent topic: Origination Workflow Configuration