This topic provides an overview of the Account Request Manager workflow tasks, along with the type of user responsible for each task. As a program administrator, you can use this workflow to determine how your tasks fit into the overall fulfillment process. The following figure illustrates the tasks involved in the workflow process.
Configure Account Request Manager - Implementation Manager
Your J.P. Morgan implementation manager completes the initial configuration by enabling Account Request Manager for your organization and creating application templates. For more information, contact your J.P. Morgan implementation manager.
Publish application templates - Program Administrator
Program administrators can edit and publish application templates to make them available to applicants. Templates define the structure and workflow of card applications and contain application details such as applicant information fields, approval rules, and custom help instructions.
You can customize templates to match your organization’s requirements. For example, you might publish a separate template for each card program: one for Purchasing Card programs and one for Corporate Card programs.
Once you publish a template, an application link activates. You can distribute the application link following your organization's established process; for example, by posting it on your intranet site or sending it to applicants by email.
Complete the application - Applicant
Applicants use the application link to access the application and complete it online. If your organization uses approval routing, applicants may be required to select an approver, or the approver may be specified in the application template. If email notifications are enabled for the template, applicants receive detailed notifications as their applications proceed through the workflow.
An application link is available only when a template is published. If the template status is changed to Draft, the application link is temporarily inactive.
Approve the application - Approver
If your organization uses approval routing, approvers review and approve applications before they are sent to a program administrator for final approval and processing.
Once an application is submitted, approvers receive email notifications with instructions for accessing and approving the application. Using the link in the email, approvers review applications and sign off. Up to three levels of approval may be required; if necessary, an approver can select the next approver in the process, or the next approver may be specified in the template.
Process the application - Program Administrator
Once an application has been approved, a program administrator can complete the final review and approval. If necessary, you can edit some details of the application during your review. You can also assign the application to additional approvers before submitting it for account creation.
If your organization does not use approval routing, you will receive an application as soon as it is submitted by the applicant.