Building your first workflow

Overview

For this tutorial, we’ll show the process of building a common workflow that will auto Approve or Decline an inquiry or mark the inquiry for review based on set criteria. This will entail configuring a conditional branch step to handle those three outcomes. The first route will Decline the inquiry, while the second route will Mark the Inquiry for Review and the Else route will Approve the Inquiry

We’ll start in the workflow after you’ve created it.

Steps

1. Select the first step, “On Inquiry completed”, and select the edit icon for Trigger Criteria. Set the trigger criteria that will limit the scope of what will trigger your workflow. In this example, we selected a Gov ID and Selfie template as we only want that specific template to trigger the workflow. Additionally the event type is “Inquiry completed”, so inquiries that fail will not trigger this workflow.

2. Add a Conditional Step by clicking on the node between the existing Steps. 3. 3. Select the edit icon for Route 1. 4. Update the name of Route 1 to “High Risk or <18”. 5. In the “Where” field select Trigger (the inquiry) > behavior_threat_level. Note that the operator will update from “is blank” to “equals” as the available operators will be dependent on the field type. Then select High for the value. 6. Click the “Or group” button. 7. Select Trigger > Age for the field. 8. Set the Operator to less than “<”. 9. Set the value to 18. 10. To create route 2, click the “Add New Route button under the Else section. 11. Update the name for Route 2 to “Medium Behavior threat”. 12. Set the condition to trigger when the behavior threat level is medium. 13. On the “High Risk or <18” route 1, click on the placeholder step. Select the Action step type, and then “Decline Inquiry”. 14. For the Medium Behavior threat route, update the placeholder step to Mark Inquiry for Review step. 15. For the Else route, add an Approve Inquiry step.

Now you have a workflow that will auto decline and mark for review completed inquiries based on your criteria while allowing the remaining inquiries to be approved. You can modify this basic setup to use criteria specific to your use case.

Filter down to Approved

With this example conditional branch, any completed inquiry that runs through this workflow and doesn’t meet the criteria from the 1st and 2nd route will be Approved. If you’re using this workflow to provide additional scrutiny beyond what the inquiry verifications provide, then take some time to make your Decline and Review routes’ criteria robust.