Credit card scenario

SNo	Field Name	Field Label	Data Type	Options	Required	Remarks
1	Name	ApplicationNo	AutoNumber	N/A	Yes
2	Applicant Name	ApplicantName	Text(80)	N/A	Yes
3	Type	Type	PickList	New PersoanlCard NewBusinessCard Block Cancel
4.	Pancard	Pancard	TextEcrypted	N/A
5	Phone	Phone	Phone	N/A
6.	Other Phone	Other Phone	Phone	N/A
7.	EmailId	EmailId	Email
8.	Id Proof	Id Proof	PickList	Pancard Adharcard VoterId Passport
9.	Address Proof	Address Proof	PicKlist	Adharcard VoterId Passport
10.	Current Address	Current Address	Text Area	N?A	Yes
11	Permanent Address	Permanent Address	Text Area	N/A	Yes
12	Applicant Type	Applicant Type	PicKlist	Salary Business
13.	Annual Revenue	Annual Revenue	Currency	N/A
14	Tan No	Tan no	Text	N/A
15	Salary	Salary	Currency	N/A
16.	Employer	Employer	Text	N/A
17.	CreditCardNo	CreditCardNo	TextEncrypeted	N/A
18.	DOB	DOB	Date	N/A
19	AppliedDate	AppliedDate	Date	N/A
20	Status	Status	PickList	Pending Approved Rejected

Validation Rules :

1	If new Application  is created with Application Type : New |Renewal then pancard is a must
2.	Address proof cannot be blank  when  you select ID proof as Pancard
3	AppliedDate should not be less than today

Page Layouts :

SNO	Name	Fields and Properties
1	Personal Card	Appication Id, Applicant Name, Type Phone Emailid OtherPhone Current Addess IDProof AddressProof Applicant Type Salary                      : Required PancardNo             : Required Current Address Permanent Address Status
2	Business Card	Appication Id, Applicant Name, Type Phone Emailid OtherPhone Current Addess IDProof AddressProof Applicant Type           Tan No                       :Required      Annual Revenue       :Required Status AppliedDate
3	Block Card	CreditcardNo DOB Phone Status AppliedDate
4	Cancel Card	CreditCardNo DOB Phone Status CVV AppliedDate

Record Types

SNo	RecordType Name	Page Layout Name
1	New Business Card	Business Card Layout
2	New PersonalCard	Personal Card Layout
3	Block Card	Block Card
4	Cancel Card	Cancel Card

Workflow Rules :

SNo	Evolution Criteria	Workflow Rule	Actions
1	Created	Status is pending	Send the email to Applicant Email with Application received Email Template
2	Created or Every time Edited	Status is Approved	Send the email to the applicant Email id with Application Approved Email Template
3	Created or  Every time Edited	Status is Rejected	Send the email to the application Emailid with Application Rejected Email Template

Approval Process:

SNo	Process Name	Entry Criteria	AutoMatedApprover
1	New Application	Type :New Personal Card          New Business Card	1.       Application should be sent to Manger   of the submitter for approval 2.       Only Admin and Approver can unlock 3.       Field : PanCard No,TanCard, Approved Action : When ever the record is approved make a field update Status =Approved Rejected Action : When ever the record is approved make a field update Status =Rejected