Customer Workflows and Back-Office Workflows

The Workflow Designer is a visual tool that allows business users to create, modify, and deploy workflows (customer flows and back-office flows) without requiring technical expertise:

• Customer Workflows are external, customer-facing experiences that guide users through a structured sequence of steps and decision points to complete a specific process. Examples include digital onboarding, loan origination, quote-and-bind, and similar journeys.
• Back-Office Workflows are internal workflows that support servicing, compliance, and other operational activities performed by agents, brokers, call-center operators, and internal staff. Examples include account updates, claims processing, disbursements, contract changes, and regulatory compliance processes.

The Workflow Designer provides a graphical user interface for defining all workflow configurations, including steps, decision logic, user interface behavior, data models, service calls, orchestration rules, integrations, and functional specifications.

Create a Workflow

1. In FintechOS Studio, go to Main Menu > Workflows > Customer Workflows or Back-Office Workflows.
2. Click Insert.
3. A pop-up window appears which prompts you to configure the Workflow Settings, then provides an empty canvas where you can manually design your workflow.

Workflow Settings

To configure workflow settings, click the ellipsis button (...) in the top right corner of the Workflow Designer and select Edit Workflow Settings.

Depending on the type of workflow, the settings screen may include configuration such as the associated products, actors, workflow type, and the channels. These selections define the workflow context and enable relevant options during the design process.

Error and Success Handling

You can handle errors and success messages returned by custom services during flow execution. When a custom service returns an error (for example, a validation failure):

• You are returned to the last successful screen

• The error message is displayed in the UI

• The current service transaction is rolled back

• When a custom service returns a success message, only the success message is displayed.

To control this behavior, use the UiData object with the following properties:

• Message - the text displayed in the UI

• IsSuccess - set to false to trigger error handling, or true to display a success message.