What is the Run Graph Query step?

Run Graph Query is a Workflow Action step that searches all accounts for a matching value to a property you specify. This helps you identify and combat fraud.

Graph is a link analysis tool that lets you visualize, explore, and uncover patterns in your customer network. You can use Graph to find patterns in your network that may indicate fraud.

You can then leverage other Persona objects, such as Cases, to take action based on Graph-identified patterns.

You can use the Run Graph Query step proactively and reactively:

• Proactive example: After an end user completes their inquiry, you can run a graph query to find linked accounts. Depending on the results, you may opt to create a case or decline the user outright.
• Reactive example: After you detect a fraudulent user on your platform, you might use Graph to search for accounts linked to their Persona account and determine if the extent of the fraud.

How do you add a Run Graph Query step?

1. Navigate to the Dashboard, and click on Workflows > All Workflows.
2. Find and click on the workflow you want to edit, or Create a new workflow.
3. Click on + when hovering over a circle to add an Action.

4. Use the Find Action select box to click on Graph > Run Graph Query.
5. Choose which Graph Query Template to use.
   1. You can view the template’s query details under the Query Inputs heading.
   2. Choose which information Fields to query for.

6. (Optional) Click Generate Snapshot of Query Result to generate a static record of the data at the time the query is executed. This is useful for later analysis or reporting, even if the underlying data changes over time.
7. (Optional) Click Run Query Asynchronously to perform the query in the background, and let the Workflow continue running in the meantime. This is useful when dealing with large datasets that are time consuming to query.
8. (Optional) In ‘Advanced Configuration’, click the Continue on error box if you want the workflow to continue running even if this step raises an error.
9. Close the step. You’ll have to Save and Publish the workflow to begin using it.

Plans Explained

Run Graph Query step by plan

Learn more about pricing and plans.

Learn more

Learn more about Graphs.