Automation Blocks
An automation processor is a micro-service with embedded AI which captures data from external data sources and provides you with AI driven insights and actions based on machine learning, big data aggregation and cognitive reasoning.
Using the automation processors in digital journeys enables you to run 100% paperless, digital, AI-enabled digital journeys.
Innovation Studio offers you with a list of built-in automation processors that you can use to streamline your digital journeys.
Business Formulas
Formulas process different inputs from your digital journeys (such as income, age, assets, risk class, etc.) in order to generate desired outputs (such as credit scores, insurance premiums, interests, etc). The Business Formulas supports multi-step calculations, using a variety of data types and built-in functions. A data sets feature is included that allows you to reference predefined value mappings (such as risk matrices).
For details, see Business Formulas.
Business Decisions Processor
The Business Decisions Processor allows you to define evaluations (credit scores, product eligibility, insurance premiums, interest rates, etc.) that you can use at various decision points in a digital journey. It relies on decision matrices that incorporate a variety of evaluation criteria, allowing you to implement complex decision modeling for your business processes.
For details, see the Business Decisions Processor documentation.
Computer Vision
The Computer Vision automation processor allows you to automatically populate entity records in your FintechOS applications with text extracted from document scans or photos.
For details, see the Computer Vision documentation.
Digital Documents Processor
The Digital Documents Processor enables you to leverage intelligent document automation to reduce errors, boost productivity and maximize business outcomes. Automatically generate dynamic, personalized & accurate essential business documents – including customized contracts and agreements, by merging real-time data.
For details, see the Digital Documents Processor documentation.
eSign
The eSign automation processor allows customers to electronically sign digital documents streamlining the customer experience. The qualified electronic signatures turn documents into sealed, tamper-evident PDFs throughout the signing process life-cycle.
For details, see the eSign documentation.
Face Recognition
The Face Recognition enables liveness detection to validate an individual's identity. It uses Machine Learning to compare ID/Driving License or any other picture that was uploaded during the OCR process, with the selfie to certify that they belong to the same person.
For details, see the Face Recognition documentation.
Video Streaming
The Video Streaming automation processor provides a seamless experience for users and video call center operators, allowing them to have a secure conversation. It provides both the customer and the consultants a guided, predefined process to complete the customer identity verification and provide support.
For details, see the Video Streaming documentation.
Hyper-Personalization Automation
The Hyper-Personalization Automation processor allows you to create personalized content and business-tailored segments of audience (customer personas) to further create effective campaigns and meaningful interactions with customers.
For details, see the Hyper-Personalization Automation documentation.
Business Workflows Processor
The Business Workflows Processor allows you to implement state machine computation modeling in your FintechOS digital journeys by defining states and state transitions for your business entities.
For details, see the Business Workflows Processor documentation.
Omnichannel Campaigns
The Omnichannel Campaigns automation processor empowers you with the ability to create effective and user-tailored ways of interacting with the customer. Automate completely personalized campaigns, populate unique emails for each individual, ensuring a personalized communication with your customers based on their needs.
For details, see the Omnichannel Campaigns documentation.
Omnichannel Communication Automation
The Omnichannel Communication Automation processor provides email delivery and real-time email events tracking directly from within FintechOS.
For details, see the Omnichannel Communication Automation documentation.
Processor settings and mapping
For the following processors Computer Vision, eSign, and Face Recognition with and without Liveness there is a no-code form in the FintechOS Portal where the settings and mappings are defined.
The settings allow for the following types of controls:
String: will create a normal input control.
Number: will create a numeric input control with spinner.
Boolean: will create a dropdown control with following displayed values: Default, Yes, No.
Lookup: will create a control which opens a grid for selecting the desired value. The grid allows filtering.
Object: will render nested controls inside it.
Array: will render nested controls inside it. Add and remove buttons are available to manipulate sets of controls
To render the proper form, follow these steps in the Innovation Studio and in the FintechOS Portal:
- In the Innovation Studio, open the entity FTOS_DFP_ProcessorSettings.
- Open the data form, and in the Advanced tab fill in the following code:
In the Before events tab:
// "settings" in this case represents the name of the entity attribute
formData.formScope.jsonEditor = new ebs.JsonEditorControl("settings");In After Events tab:
var settings = [{}] //will be discussed later
//add listener event on processor type
ebs.addFormChangeEvent("ebsContainerContent", "digitalProcessorTypeId", setSettingsAndMappingsControls);
async function setSettingsAndMappingsControls(settingsJSON){
//get the value of processorType which is a GUID
var digitalProcessorType = ebs.getFormAttributeValue("ebsContainerContent", "digitalProcessorTypeId");
//get the optionSetName using the processorTypeId
var optionSetItemName = await ebs.getOptionSetItemNameById("FTOS_DFP_DigitalProcessorTypeOptionSet", digitalProcessorType);
if(digitalProcessorType) {
//filter the settings to take the configuration for the desired processor type
processorSettingsConfiguration = settings.filter(function(item){
return item.key.toLocaleLowerCase() == optionSetItemName.toLocaleLowerCase();
})[0];
//call the configController method of the editor created in 'Before events'
formData.formScope.jsonEditor.configController(processorSettingsConfiguration.value, settingsJSON);
}
}
//call the above method with the previously saved JSON in DB
setSettingsAndMappingsControls(ebs.getFormAttributeValue("ebsContainerContent", "settings"));The settings available are the following (This is an example, please modify as needed):
var settings = [
{
key:'FaceRecognition',
value: {
documentationUrl: 'https://docs.fintechos.com/APs/FaceRecognition/2.0/UserGuide/Content/Settings.htm',
props: [
{
name: "isLiveness",
label: "Is Liveness",
type: "boolean"
},
{
name: "DestinationEntityName",
label: "Destination Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceEntityName",
label: "Source Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceLookupDestinationName",
label: "Source Lookup Destination Name",
type: "lookup",
lookupEntityName: "attribute",
lookupViewName: "default",
parentPropertyName: "SourceEntityName",
attributeToFilterReference: "entityid",
displayProp: "displayName"
},
{
name: "FileAttributeName",
label: "File Attribute Name",
type: "string"
},
{
name: "MaxRetry",
label: "Max Retry",
type: "number"
},
{
name: "MinimumAcceptedConfidence",
label: "Minimum Accepted Confidence",
type: "number"
},
{
name: "maskNextStepURLSuccess",
label: "Mask Next Step URL Success",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "maskNextStepURLFail",
label: "Mask Next Step URL Fail",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "businessStatusSuccess",
label: "Business Status Success",
type: "string"
},
{
name: "businessStatusFail",
label: "Business Status Fail",
type: "string"
}
]
}
},
{
key: 'VideoStreaming',
value: {
documentationUrl: 'https://docs.fintechos.com/APs/VideoStreaming/2.0/UserGuide/Content/Settings.htm',
props: [
{
name: "DestinationEntityName",
label: "Destination Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceEntityName",
label: "Source Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceLookupDestinationName",
label: "Source Lookup Destination Name",
type: "lookup",
lookupEntityName: "attribute",
lookupViewName: "default",
parentPropertyName: "SourceEntityName",
attributeToFilterReference: "entityid",
displayProp: "displayName"
},
{
name: "QueueParameters",
label: "Queue Parameters",
type: "array",
items: [
{
name: "ParamName",
label: "Parameter Name",
type: "string",
},
{
name: "ParamValue",
label: "Parameter Value",
type: "string",
}
]
},
{
name: "maskNextStepURLSuccess",
label: "Mask Next Step URL Success",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "maskNextStepURLFail",
label: "Mask Next Step URL Fail",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
]
}
},
{
key:'OCR',
value:{
documentationUrl: 'https://docs.fintechos.com/APs/ComputerVision/1.5/UserGuide/Content/Settings.htm',
props: [
{
name: "SourceEntityName",
label: "Source Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "Entities",
label: "Entities",
type: "array",
"items":[
{
name: "DestinationEntityName",
label: "Destination Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceEntityName",
label: "Source Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceLookupDestinationName",
label: "Source Lookup Destination Name",
type: "lookup",
lookupEntityName: "attribute",
parentPropertyName: "SourceEntityName",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
}]
},
{
name: "FileAttributeName",
label: "File Attribute Name",
type: "string"
},
{
name: "MaxRetry",
label: "Max Retry",
type: "number"
},
{
name: "OptionSets",
label: "Option Sets",
type: "array",
"items":[
{
name: "OptionSetName",
label: "Option Set Name",
type: "lookup",
lookupEntityName: "optionset",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "MappingName",
label: "Mapping Name",
type: "string"
},
{
name: "OptionSetItems",
label: "Option Set Items",
type: "object",
items:[
{
name: "M",
label: "M",
type: "lookup",
lookupEntityName: "optionsetitem",
lookupViewName: "default",
parentPropertyName: "OptionSetName",
attributeToFilterReference: "optionSetId",
displayProp: "displayName"
},
{
name: "F",
label: "F",
type: "lookup",
lookupEntityName: "optionsetitem",
lookupViewName: "default",
parentPropertyName: "OptionSetName",
attributeToFilterReference: "optionSetId",
displayProp: "displayName"
}
]
}
]
},
{
name: "LookupEntities",
label: "Lookup Entities",
type: "array",
"items":[
{
name: "MappingName",
label: "Mapping Name",
type: "string"
},
{
name: "EntityName",
label: "Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "AttributeKey",
label: "Attribute Key",
type: "lookup",
lookupEntityName: "attribute",
parentPropertyName: "EntityName",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "Parent",
label: "Parent",
type: "object",
items: [
{
name: "AttributeParentKey",
label: "Attribute Parent Key",
type: "lookup",
lookupEntityName: "attribute",
lookupViewName: "default",
parentPropertyName: "EntityName",
attributeToFilterReference: "entityid",
displayProp: "displayName"
},
{
name: "MappingParentName",
label: "Mapping Parent Name",
type: "string"
}
]
}
]
},
{
name: "Validations",
label: "Validations",
type: "array",
"items":[
{
name: "type",
label: "Type",
type: "string"
},
{
name: "Validations",
label: "Validations",
type: "string"
},
{
name: "CheckScriptName",
label: "Check Script Name",
type: "string"
}
]
},
{
name: "AvailableDocumentTypes",
label: "Available Document Types",
type: "array",
"items":[
{
name: "type",
label: "Type",
type: "string"
},
{
name: "DocumentType",
label: "Document Type",
type: "string"
},
{
name: "Country",
label: "Country",
type: "string"
},
{
name: "Provider",
label: "Provider",
type: "string"
}
]
},
{
name: "maskNextStepURLSuccess",
label: "Mask Next Step URL Success",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "maskNextStepURLFail",
label: "Mask Next Step URL Fail",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "businessStatusSuccess",
label: "Business Status Success",
type: "string"
},
{
name: "businessStatusFail",
label: "Business Status Fail",
type: "string"
},
{
name: "DocumentType",
label: "Document Type",
type: "string"
}
]
}
},
{
key: 'ESign',
value: {
documentationUrl: 'https://docs.fintechos.com/APs/eSign/2.1/UserGuide/Content/Settings.htm',
props: [
{
name: "EntityName",
label: "Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "FileAttributeNameList",
label: "File Attribute Name List",
type: "array",
items: [
{
name: "fileAttributeName",
label: "File Attribute Name",
type: "string"
},
{
name: "fileToBeSignedName",
label: "File To Be Signed Name",
type: "string"
}
]
},
{
name: "MaxRetry",
label: "Max Retry",
type: "number"
},
{
name: "signedDocumentName",
label: "Signed Document Name",
type: "string"
},
{
name: "WebhookUrl",
label: "Webhook Url",
type: "string"
},
{
name: "WebhookStatusUrl",
label: "Webhook Status Url",
type: "string"
},
{
name: "SignatureSteps",
label: "Signature Steps",
type: "array",
items: [
{
name: "order",
label: "Order",
type: "number"
},
{
name: "signatureTag",
label: "Signature Tag",
type: "string"
},
{
name: "signatureTypeTemplate",
label: "Signature Type Template",
type: "string"
},
{
name: "signatureType",
label: "Signature Type",
type: "string"
},
{
name: "SignatureData",
label: "Signature Data",
type: "array",
items: [
{
name: "SourceEntityName",
label: "Source Entity Name",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "SourceLookupDestinationName",
label: "Source Lookup Destination Name",
type: "lookup",
lookupEntityName: "attribute",
lookupViewName: "default",
parentPropertyName: "SourceEntityName",
attributeToFilterReference: "entityid",
displayProp: "displayName"
},
{
name: "DefaultFields",
label: "Default Fields",
type: "object",
items:[
{
name: "languageCode",
label: "Language Code",
type: "string"
},
{
name: "documentType",
label: "Document Type",
type: "string"
}
]
},
{
name: "MappedFields",
label: "Mapped Fields",
type: "object",
items: [
{
name: "languageCode",
label: "Language Code",
type: "string"
},
{
name: "documentType",
label: "Document Type",
type: "string"
},
{
name: "email",
label: "Email",
type: "string"
},
{
name: "phoneMobile",
label: "Phone Mobile",
type: "string"
},
{
name: "firstName",
label: "First Name",
type: "string"
},
{
name: "lastName",
label: "Last Name",
type: "string"
},
{
name: "documentIssuedBy",
label: "Document Issued By",
type: "string"
},
{
name: "socialSecurityNumber",
label: "Social Security Number",
type: "string"
},
{
name: "documentExpiryDate",
label: "Document Expiry Date",
type: "string"
},
{
name: "documentIssuedOn",
label: "Document Issued On",
type: "string"
},
{
name: "documentNumber",
label: "Document Number",
type: "string"
},
]
},
{
name: "OptionSets",
lable: "Option Sets",
type: "string"
},
{
name: "LookupEntities",
lable: "Lookup Entities",
type: "string"
}
]
},
{
name: "smsText",
label: "SMS Text",
type: "string"
},
{
name: "clickMsg",
label: "Click link text",
type: "string"
},
{
name: "disableEmail",
label: "Disable Email",
type: "boolean"
}
]
},
{
name: "maskNextStepURLSuccess",
label: "Mask Next Step URL Success",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "maskNextStepURLFail",
label: "Mask Next Step URL Fail",
type: "object",
items: [
{
name: "entity",
label: "Entity",
type: "lookup",
lookupEntityName: "entity",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "form",
label: "Form",
type: "lookup",
lookupEntityName: "entityform",
parentPropertyName: "entity",
attributeToFilterReference: "entityid",
lookupViewName: "default",
displayProp: "displayName"
},
{
name: "section",
label: "Section",
type: "lookup",
lookupEntityName: "entityformsection",
parentPropertyName: "form",
attributeToFilterReference: "entityFormId",
lookupViewName: "default",
displayProp: "displayName"
}
]
},
{
name: "businessStatusSuccess",
label: "Business Status Success",
type: "string"
},
{
name: "businessStatusFail",
label: "Business Status Fail",
type: "string"
},
{
name: "redirecttoNamirialLink",
label: "Redirect To Namirial Link",
type: "string"
}
]
}
}
]To configure the processor itself, follow these steps:
- Open the FintechOS Portal, Digital Flow Settings → Flow Settings → Processor Settings section. To insert a new processor, click on the Insert icon on the right- top corner of the screen. to edit an existing processor, select the desired processor from the list.
- In the Settings tab, a no-code form will be displayed. What has been configured in the code snippet above will be rendered here in a no-code approach.
- Fill in the name of the processor. Select for each option set provided the needed information e.g. source entity name, type, item etc.
Based on the values added/selected by him in each field, it is possible to generate the JSON file. Click the ''Preview'' button to see the JSON file.
To update the JSON as done for the previous releases, check the ''Use inline editor'' bool and the Innovation Studio will generate the JSON:
- on Edit mode, the inline editor will be populated with the previously saved value
- on Add mode, the inline editor value is empty.
To consult the documentation on the settings for an automation processor, click the ''See documentation'' hyperlink which will redirect the user to the documentation website.
The two arrows on the right side of the screen open the editor in full screen to see the whole list of the possible no-code selection.
When trying to save the configurations on Edit mode, however the JSON file cannot be rendered in the UI of the data form due to it having been created using inline editor or the configuration is not correct, a message is displayed below the top buttons above the source entity name in red.
On Save mode:
- if the Use inline editor is checked, then the inline editor value is saved
- If the Use inline editor is not checked, then the JSON generated using the UI is saved.
