Workflow Templates

Configuration

Workflow templates house the configuration for a single use case by defining the screens, verifications, decisioning, and theming.

You'll create a unique workflow from workflow templates, which can raise your configuration speed.

One Stop provides pre-designed workflow solutions for KYC (Know Your Customer) or AML (Anti-Money Laundering) scenarios.

Platform interoperability

These objects can be created and used within Workflow templates:

  • Customer Profiles congregate data across your entire relationship with a customer.
  • Cases allow your team members to decision across a use case.
  • Verifications determine if collected data is verified.