To publish and run the guide, perform the following steps:
Open the
Loan Processor
guide.
On the
Start
tab of the Start step, ensure that the
Run As
field is set to
Current User
.
Save and publish the guide.
On the
Actions
menu, click
Run
. Alternatively, you can copy the execution URL from the
Properties Details
dialog box to run the guide.
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.
Click
Submit Loan Request
.
On the next screen, the load ID and loan status appear.
Click
Continue
.
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.