On-demand scenario – Reviewing the letter

This scenario is an extension of the On-demand scenario – Creating a letter scenario. The company has integrated both the Ad Hoc and Reviewer applications into the business workflow.

When Liza submits a letter from Ad Hoc Correspondence, and the addressee is not a premium customer, the letter is formatted and distributed to the customer.

The letter is reviewed in Correspondence Reviewer

However, if the letter submitted by Liza is intended for a premium customer, the letter is paused before being formatted and distributed.

Carl is the business manager at the call center. When a letter is paused, Carl is notified. Carl opens Correspondence Reviewer in his call center application. In Correspondence Reviewer, a list with documents awaiting approval is updated with Liza’s letter. Carl reviews the letter and has some comments regarding the personal note. He rejects the letter and adds a comment about the changes that should be made.

The letter is edited in Ad Hoc Correspondence

Liza re-opens the letter in Ad Hoc Correspondence and updates the personal note before she once again submits the letter.

The letter is approved in Correspondence Reviewer

Carl reviews the updated letter. He is pleased with the results and approves the letter. The processing is resumed and a final letter is formatted and distributed to the customer.

Figure 2

On-demand scenario with reviewing

Note:

Any notifications mentioned in this scenario (for example, about a letter being ready for review) are handled within the business workflow of the company, outside the StreamServe software.