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
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
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
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
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
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
For additional support, consult your implementation team.
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