BPM General Configuration

BPM Site Configuration

Before you start using BPM, configure the BPM Welcome and Login pages to make them your own. This is where you can:

• Add a custom portal name.

  Add additional login instructions.

• Edit "welcome text.

• Add your company logo.

See Configuring the BPM Portal Login and Welcome Page for details.

BPM Business Rules

Two BPM business rules are used to automatically set the value in the Open to BPM field to Yes or No on a Benefits Batch. When the Status of the Benefits Batch is set to Client Review, Open to BPM is set to Yes and your customer receives an email notification that benefits are ready to review.

See Configuring BPM Business Rules for details.

Topics in this chapter