Workflows

Overview

Build automated decision workflows using the Workflow Engine, configure Warning Facts for manual review routing, and Alert Facts for automatic decisions.

What You'll Configure

Component	Purpose
Workflows	Automated decision logic using visual designer
Warning Facts	Triggers for manual review via Launchpad
Alert Facts	Triggers for automatic decline
Department Routing	Warning assignment to decision departments

Configuration Guides

Workflow vs Business Process

Understand the difference between Workflow Engine workflows and SDK Business Processes.

What you'll learn:

• Workflow Engine (configured in Admin Panel) vs Business Process (SDK)

• When to use workflows vs business processes

• How they work together

Time to read: 5 minutes

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Workflow Fundamentals

Build automated decision workflows using the visual workflow designer.

What you'll configure:

• Workflow tasks (Expression, Load Datasource, Save to Profile, etc.)

• Logic branches (Switch, Interrupt Workflow)

• Decision criteria and thresholds

• Data source connections

Time to complete: 3-6 hours per workflow

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Warning & Alert Configuration

Configure Warning Facts for manual review and Alert Facts for automatic decline.

What you'll configure:

• Warning Facts with department routing

• Alert Facts for automatic decisions

• Resolution form assignments

• Decision department setup

Time to complete: 2-3 hours

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Prerequisites

• Access Management configured (departments assigned to users)

• Products configured

• SDK team has configured entity structures and data sources

• Catalogs configured for Decision Departments

Related Operations

Once configured, see how workflows affect daily operations:

• Manual Decisions (OPS) - Launchpad queue management and warning resolution

Next Steps

After configuring workflows, proceed to:

• Documents - Create document templates

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For additional support, consult your implementation team.