Build the Workflow (Advance)
Learn how to build an advance workflow with an example.
Creating a workflow involves three key steps:
- Add capabilities: Select the functionalities you want your workflow to perform.
- Configure capabilities: Define the parameters and settings for each chosen capability.
- Define workflow conditions: Define the conditions that determine the workflow's path (using If/Else statements).
Note
This workflow involves complex capabilities, each of which includes predefined end conditions.
No separate end conditions need to be defined for this workflow.
1. Add Capabilities
First, you must select the functionalities you want your workflow to perform. These functionalities are typically provided as pre-built modules called Capabilities.
Note
While adding capabilities, keep in mind the overall workflow logic and how each capability contributes to the verification process.
Follow the below steps to add capabilities to a workflow.
- Log in to the Bureau Dashboard.
- Click Workflows on the left navigation menu and click + Create Workflow.
- Select the purpose for creating the workflow and click Create Workflow. The available capabilities will depend on the chosen purpose.
- Give your workflow a descriptive name (for example Age and Identity Verification). This helps with identification and searching later.
- Drag the EIDV Search capability from the Select a Capability window and drop it in the workflow builder area. This is the first action your workflow will perform.
- Click Add conditional branching in the workflow builder area. This allows you to define IF/ELSE conditions that control the user's path through the workflow. You will configure these conditions in the Define Workflow Conditions step.
- Drag the Initiate OTP capability from the Select a Capability window and drop it under Branch A.
- Drag the KBA Combined capability from the Select a Capability window and drop it under Branch B.
- Drag the Verify OTP capability from the Select a Capability window and drop it under the conditional branch.
You've added the necessary capabilities to your workflow. Next, let's configure them to define their specific actions and parameters.
2. Configure Capabilities
After you've added the necessary capabilities, you'll need to configure them to suit your specific needs. This involves specifying data sources and setting thresholds.
Follow the below steps to configure capabilities in the workflow.
- Click the EIDV Search capability.
- Click the Ssn dropdown and select User Input.
- Search for and select Ssn.
- Define the data source for the remaining parameters. Click Configure More to view all parameters in the EIDV Search capability.
The table below lists the data source for all the parameters in the EIDV Search capability.
| Capability Parameter | Data Source | Data Source Parameter |
|---|---|---|
| Ssn | User Input | Ssn |
| Dob | User Input | Dob |
| Address Line 1 | User Input | Address Line 1 |
| Address Line 2 | User Input | Address Line 2 |
| City | User Input | City |
| State | User Input | State |
| Zip | User Input | Zip |
| First Name | User Input | First Name |
| Middle Name | User Input | Middle Name |
| Last Name | User Input | Last Name |
| User Input | ||
| Phone | User Input | Phone |
| Dob Iso | User Input | Dob Iso |
- Click Save Settings. The EIDV Search capability is now configured.
- Click the Initiate OTP capability and define the data source for the parameters in the capability.
The table below lists the data source for all the parameters in the Initiate OTP capability.
| Capability Parameter | Data Source | Data Source Parameter |
|---|---|---|
| Otp Configuration Id | User Input | Otp Configuration Id |
| Phone Number | User Input | Phone Number |
- Click Save Settings. The Initiate OTP capability is now configured.
- Click the KBA Combined capability and define the data source for the parameters in the capability.
The table below lists the data source for all the parameters in the KBA Combined capability.
| Capability Parameter | Data Source | Data Source Parameter |
|---|---|---|
| Reference Number | User Input | Reference Number |
| Tahoe Id | User Input | Tahoe Id |
| First Name | User Input | First Name |
| Middle Name | User Input | Middle Name |
| Last Name | User Input | Last Name |
| Dob | User Input | Dob |
| Address Line 1 | User Input | Address Line 1 |
| Address Line 2 | User Input | Address Line 2 |
| Phone | User Input | Phone |
| Ssn | User Input | Ssn |
| User Input | ||
| Correlation Id | User Input | Correlation Id |
| Authentication Id | User Input | Authentication Id |
| Questionnaire Id | User Input | Questionnaire Id |
| Question Answers | User Input | Question Answers |
| Dob Iso | User Input | Dob Iso |
- Click Save Settings. The KBA Combined capability is now configured.
- Click the Verify OTP capability and define the data source for the parameters in the capability.
The table below lists the data source for all the parameters in the Verify OTP capability.
| Capability Parameter | Data Source | Data Source Parameter |
|---|---|---|
| Reference Id | User Input | Reference Id |
| Otp | User Input | Otp |
| Resend Otp | User Input | Resend Otp |
- Click Save Settings. The Verify OTP capability is now configured.
You've configured the capabilities. Next, let's define the workflow conditions.
3. Define Workflow Conditions
After configuring capabilities, you'll need to define the conditions determining the end user's journey through the workflow. This is done using If/Else statements.
Note
This workflow involves complex capabilities, each of which includes predefined end (accept, reject, and manual review) conditions.
No separate end conditions need to be defined for this workflow.
Follow the below steps to define the workflow conditions.
- Click Condition.
- Click the Select Branch dropdown under the If condition and select Branch A.
- Click Add Condition.
- Click the condition dropdown.
- Click the first dropdown on the left. This lets you select the service to define the IF condition.
- Select EIDVSearch. This shows you a list of all parameters to define the IF condition.
- Search for and select Phone Match Type Code.
- Click the middle dropdown. This lets you select the logical condition to define the IF condition.
- Select Operator.
- Select Equal.
- Click the right-most dropdown. This lets you select the value to define the IF condition.
- Select Static Value.
- Enter MATCH as the static value in the field below the dropdowns. This defines a condition Phone Match Type Code equal to the static value MATCH.
- Click the Logical Operator. This changes it from AND to OR.
- Click + Add Condition.
- Click OR.
- Define another condition as Phone Match Type Code equal to the static value NO_MATCH.
- Ensure the Else condition is set to Branch B.
- Click Save Settings.
You have defined the workflow conditions. Next, let us publish and test the workflow.
Publish the Workflow
Click Publish to Publish the workflow.
The workflow is now published and is ready to be used.
API Integration and Testing
Contact our Support Team for information about the workflow API and how to integration and test the API.
Updated 3 days ago