Workflows are automated decision logic flows, that can power customer risk decisions for onboarding, ongoing monitoring, fraud checks, credit, and more. You can customize the input fields, rules, data, and responses for each Workflow to meet the needs of your product.
Each workflow is composed of:
input fieldsthat you can write rules around, typically customer-supplied information like name, date of birth, address, and phone number
fieldsthat can be used for rules
Select the Workflows tab from the sidebar, and click Create New Workflow. Give your workflow a name and click Create
Your new workflow will be created, and a new API will be generated to call from your fintech product. On this next screen, we can edit the
input fields that this new API will expect. We can always edit these later, so for now, just click Submit
Now let's take a look at the Workflow Builder to get oriented
The top bar lets you switch between workflows, control your zoom level, and enable edit mode (more on that later).
The middle grey section of the screen is the graph, which shows the logic blocks in this workflow from their start on the left (API Call) to the Final Action on the right.
The bottom section is the details pane, which will change based on what you select on the workflow graph.
Lets add a new ruleset with some simple logic, that will help us screen out some customers during the sign-up process for our fintech app. Click the Edit button in the top bar, to enable edit mode, and then drag a Ruleset onto the graph after the initial API Call block.