{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":15852,"path":"financial-services-operations/financial-services-loan-operations/work-document-task-loan-ops.md","title":"Work on a document task to verify documents","bundle":null,"doc_type":null,"release":"australia","body":"\n# Work on a document task to verify documents\n\nWork on a document task to manage and track documents \\(inbound and outbound\\) that are needed for a loan service case.\n\n## Before you begin\n\nRole required:\n\n- For a personal loan service case: sn\\_bom\\_document.b2c\\_agent\n- For a business loan service case: sn\\_bom\\_document.b2b\\_agent\n\n## About this task\n\nThe Document Processor service determines which documents \\(inbound and outbound\\) are required in a workflow. If any documents must be collected or distributed to the customer, a task is automatically generated for a document agent. The task is assigned to the document service team or a document agent based on the assignment rules.\n\n## Procedure\n\n1. Navigate to **All** > **Financial Services Operations** > **Workspace**.\n\n2. Select the lists icon \\(\\[Omitted image \"inline-data-vis-96px-list.png\"\\] Alt text: lists icon\\).\n\n3. In the **Lists** tab, under **Document Service**, open the task list.\n\n - For your assigned tasks, click **Assigned to me**.\n - For all document tasks, click **All**.\n4. In the list, select the task that you want to work on.\n\n To work on a task that is not assigned to you yet, assign it to yourself by clicking **Assign to me**.\n\n5. Find out which documents are required for the case:\n\n - For a list of inbound documents, click the **Inbound Documents** tab.\n - For a list of outbound documents, click the **Outbound Documents** tab.\n6. Verify the completeness of all documents that the customer has submitted \\(inbound\\) or the bank should share with the customer \\(outbound\\).\n\n\n
\n\nTask\n\n\n\nAction\n\n
\n\n**Verify an inbound or outbound document**\n\n\n\n1. In the list, click the document that you want to verify.\n2. Check the document details and click **Verify**.\n\n\n
\n\n**Defer an inbound document**\n\n\n\nIf the customer can't submit a document and has requested to submit it at a future date, you can defer this document. 1. In the list, click the document to defer.\n2. Click **Request Deferment**.\n **Note:** This option is available only if a deferment is enabled for the document category.\n\n
\n\n**Request exception for an inbound document**\n\n\n\nIf the customer is not able to submit a document and seeks an exemption from submitting it, you can request an exception for this document.1. In the list, click the document to request an exception for.\n2. Click **Request Exception**.\n **Note:** This option is available only if an exception is enabled for the document category.\n\n
**Note:** Depending on the document rules, a deferment or an exception for a document might require an approval by a document agent to close the task. To approve, click the **Approvals** tab in the document and click **Approve**.\n\n7. In the **Work notes** field, enter any comments.\n\n8. Click **Close**.\n\n\n## Result\n\n- The document task moves to the Closed Complete state and the associated loan case moves to the next stage.\n- A new task that is based on the workflow is automatically generated in the **Tasks** tab of the associated case. The new task is assigned to an assignment group or agent based on the assignment rule.\n\n"}}