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Workflows overview

About Workflows

Workflows allow you to automate manual actions that are triggered by an event and based on a set of if / then conditions. Workflows can be set up in the Persona DashboardPlease see below for a couple examples of commonly used Workflows.

Example 1

You could set up a Workflow that is triggered when an inquiry is completed (an event), where the inquiry would be automatically declined (an automated action) if the inquiry's IP address matches an IP address on a specified List (a condition).

Example 2

Let's say you'd like to mark inquiries for review where the individual who completed the inquiry is under 18. You could set up a Workflow that is triggered when an inquiry is completed (an event), where the inquiry would be automatically marked for review (an automated action) if the individual who completed the inquiry submitted an ID with a birthday that makes them under 18 years of age (a condition).

The use case for Workflows

Workflows are a great way to automate manual decisions and decrease the amount of time spent in manual reviews. Workflows can also be combined with Lists to automate actions / decisions for inquiries automatically flagged as matching those on a list. They can also help you test various configurations within your template.

Example: You may want to test how often a certain verification check is triggered for the government ID verification. If you want to test this out, you could create a workflow that is triggered on the event inquiry.complete, where the inquiry is marked for review (an automated action), and a specific verification check failed (a condition).

 

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