Synchronous Workflows

A workflow is a blueprint or template for the processing of a credit application. A workflow contains the steps and logic to approve or decline an application. Workflow decides how an application should proceed after submission.

In the APM synchronous workflow, you associate each step with a succeeding step. The steps are executed sequentially or in a liner manner until the end of the workflow. However, in most cases, a workflow requires branching at various points. The route or path that the workflow continues along, depends on the value of a field or a decision made by the user.

A workflow contains both automated steps and procedures as well as operations for users to perform. The typical lifecycle of an application includes steps where manual review is required. For example, processing may need to wait for more information to be provided from outside the system, or processing may simply need to wait for the result of some ancillary processing. The workflow associates the human tasks to the application being processed as well as to the UI page defined to resolve the task. For example, a Duplicate Check Review step will take the user to the Duplicate Check Resolution page. The user must resolve the task before the workflow can proceed further.

You define workflows in a visual manner by connecting a set of steps, both system and human, in the appropriate order, based on your business needs. You can add, edit, and delete workflows.