Hi,
I have an use case for Loan Automation system. After the loan form is submitted, the loan officer task gets created and he has options to do few tasks like fee calculation, rate calculation and so on.. these actions when invoked from within the task form, will launch the corresponding e-form and when saved should needs to be linked to the appropriate case folders. The folder preview or document preview should show the data entered in the forms for the loan officer to make decision on the best rate and fees.
Can someone give me a roadmap to do this with a nice UI.
Thanks in advance
Rajesh Mani
