Question

What are some example use cases of custom code in Workflows?

You can find the Evaluate Code Step within Workflows when configuring a new action step.

Answer

Example use cases

With Evaluate Code, you can:

• Pull in outside data sources to help in decisioning.
• Integrate Persona with any SaaS vendor that has an API.
• Implement any bespoke logic you want on the Persona platform.

As a concrete example, lets say your organization relies on Sift scores for decisioning. Rather than having your team jump between the Persona and Sift dashboards, a Workflow can run custom code to pull in a user's Sift scores via the Sift API, make a decision based on Persona and non-Persona data, and decline or approve an Inquiry—all in one place.

Persona can work with you to configure a custom code implementation based on your needs.

When configuring the Evaluate Code step, your can use objects or values from preceeding Workflows step within your custom Javascript. Your Javascript can be used within the Evaluate Code Step's editor view.

Just one source of flexibility

Custom code provides additional functionality and flexibility on top of an already powerful foundation. In many cases, you don't need custom code—you can find what you need in the product, or via our Marketplace.