Common Product Combos

Persona’s various products function as an ecosystem of interactions. How and when they interact depends on your use case and then how you configure them. Let’s start with some common product combos.

An End User will engage with an Inquiry, completing the included Verifications along the way. Once the Inquiry is Completed, a Workflow will begin that can for example change the status of the Inquiry to Approved, Declined, or even Marked for Review depending on the criteria you set.

Same as before, but now the Workflow criteria hits a condition that requires manual review and then creates a case, populates it with relevant data, and marks ready for review the Case to facilitate your review process.

Even from a Case, additional products can be triggered. Case Actions are workflows custom tailored for a specific kind of case, or case template. The Case Action is manually triggered by the reviewer, in this example triggering a Report that’s then added into the Case for review.

With this example the Workflow also schedules a another Workflow for 6 month later that will then send out a reverification inquiry back to the end user.

Triggering Objects

Many objects can be Triggered, or started, by other objects. Workflows specifically listen for other objects to trigger off, and can be set with very narrow tigger condition. And then within a Workflow, certain action steps can also trigger additional objects.

For example you might have three Inquiry templates: Initial Verification, Spot Selfie Verification, 6 month Revivification. You also have an “Initial” Workflow that only triggers off the “Initial Verification” inquiry template, since the workflow’s logic is geared for onboarding an end user. And that workflow might conditionally create a case for review.

And with cases, you can manually trigger Case Actions which are just custom workflows for a specific case template.

Your manual review team can set up Case Actions that, for example, request additional documentation via a inquiry that is sent to the end user at their submitted email with the click of a button.