15. Testing DCM Solutions

In this chapter, we will test if the flow we created is correct.

Testing the Workflow

1. In Case Management, create a new Auto Loan case using dummy data.
2. Check that the case is created and is in the milestone New.
   

   

3. Click on the Auto-Assign Case button, and assign the case to yourself (Assign To Me hyperlink), click the Confirm button.
   You can add notes to this assignment for further reference.
   

   

4. The Milestone State is now on the Assignment. Notice the SLA MS Deadline counting down the time remaining to complete this task.
   

   

5. When the case remains more than 5 minutes in the state Assignment, the SLA MS Deadline will change to red indicating the amount of time over the deadline. The screenshot below shows that the case is 23 minutes past the 5-minute deadline (28 minutes total).
6. To move to the next milestone, use the button Get Credit Report. Click the Confirm button.
   

   

   
   
7. In the milestone state Get Credit Report, the rule to get the FICO score will be executed, and the value will be inserted in the case. Notice that the Case State is now In Process.
   

   

   
   
8. Now, based on our workflow, we have two possible routes: assign the loan through the Fast Track Approval or send it to Qualification Review. In this activity, we will test the Qualification Review path.
9. Click on the Qualification Review button. Click the Confirm button.
   
10. Click on the Employment Verification button. Click the Confirm button.
    
11. Click on the Send to Loan Assignment button. Click the Confirm button.
    
12. Click on the Send to Email Decision button. Click the Confirm button.
13. This is the last milestone before closing the case; if it is configured correctly, you will receive an email. The email will be empty for now.
    

    

14. Notice that the Case State now is Resolved.
    

    

15. Before closing the case, check the journal. Go to the History tab and see that all the steps have been recorded. Note: Your records may differ from the image below.
    

    

16. Close the case by clicking the button Send to Closed. Click the Confirm button.
    

    

17. The workflow is completed, and the bar has no milestone buttons.

    

    Notice that both the Milestone State and the Case State are now Closed.

18. Checking the System and Queue Monitor. Go to the Setup → Monitoring.
19. Open the Queue Monitor and identify the rule(s) you added to the milestone diagram.
    

    

20. Open the System Monitor and identify the rule(s) you added to the milestone diagram.
    

    

Next Steps

16. Debugging DCM Solutions