WORKFLOW_TYPES
Workflow Types indicate the type of workflow. A given type of Workflow will allow certain Subject Record types. It will also determine the required data elements within the Subject Record as well as the activities that will be performed on the Subject Record when started.
At this time there are three types: BUSINESS_APPLICATION, BUSINESS_UNDERWRITING and ACCOUNT_PROVISIONING. In the future other types such as MONITORING may be added.
Available Types
| Type | Description |
|---|---|
| BUSINESS_APPLICATION | A Workflow that takes a BUSINESS-type Subject Record and is used to capture information about a Business through an application process. |
| ACCOUNT_PROVISIONING | A Workflow that takes a BUSINESS-type Subject Record and is used to capture information about a Business and proxies the information to a third-party service provided by the customer. |
| BUSINESS_UNDERWRITING | A Workflow that takes a BUSINESS-type Subject Record and is used for underwriting after the application process was completed. |
Updated 6 months ago