Loan Processing with GenAI

Loan Processing with GenAI

Publishing and running the guide

Publishing and running the guide

To publish and run the guide, perform the following steps:
  1. Open the
    Loan Processor
    guide.
  2. On the
    Start
    tab of the Start step, ensure that the
    Run As
    field is set to
    Current User
    .
  3. Save and publish the guide.
  4. On the
    Actions
    menu, click
    Run
    . Alternatively, you can copy the execution URL from the
    Properties Details
    dialog box to run the guide.
  5. On the
    Instructions
    page, enter information related to personal details, employment details, and loan details, and attach an identity proof. The LLM uses this information to perform initial verification.
  6. Click
    Submit Loan Request
    .
  7. On the next screen, the load ID and loan status appear.
  8. Click
    Continue
    .
  9. Click
    Done
    .
You can also use the embed code to embed the guide into an HTML document of a third-party application.
If you encounter any issues loading the guide, check whether you are using the default guide theme.

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