Task Types Reference

Workflow Builder V2 provides a comprehensive set of task types organized into four categories: Control Flow, Actions, Operations, and Utilities. Each task type defines specific behavior, configuration options, and visual representation on the canvas.

Control Flow Tasks

Control flow tasks manage the execution path of your workflow, enabling conditional branching, waiting, variable operations, and defining entry/exit points.

start

The entry point for every workflow. Each workflow must have exactly one start task.

Input Schema

Output Schema

Configuration Options

The start task requires no configuration. It automatically receives the workflow input data when execution begins.

Example Use Case

Every workflow begins with a start task. When you execute a workflow with input data like {"borrower_id": "12345"}, this data becomes available as workflow_input for subsequent tasks.

end

The exit point for a workflow. Defines what data the workflow returns upon completion.

Input Schema

Output Schema

Configuration Options

Example Use Case

At the end of a credit evaluation workflow, use the end task to return a structured response containing the decision, score, and any relevant metadata.

conditional

Branch workflow execution based on conditions. Supports multiple branches with if/elif/else logic.

Input Schema

Output Schema

Configuration Options

Example Use Case

After calculating a credit score, use conditional branching to route high-score applicants to automatic approval, medium scores to manual review, and low scores to rejection.

wait

Pause workflow execution for a specified duration.

Input Schema

Output Schema

Configuration Options

Example Use Case

When integrating with rate-limited external APIs, use wait tasks to space out requests and avoid hitting rate limits.

set_variable

Create or update workflow variables during execution.

Input Schema

Output Schema

Configuration Options

Example Use Case

Set a risk_tier variable based on calculated scores that can be referenced by subsequent conditional tasks and output mappings.

compute_variables

Compute multiple variables using expressions in a single task.

Input Schema

Output Schema

Configuration Options

Example Use Case

Calculate derived metrics like debt-to-income ratio, monthly payment amounts, or risk scores from raw input data.

variable_operation

Legacy task for operating on variables. Maintained for backward compatibility.

exception

Throw an error to stop workflow execution with a specific error message.

Input Schema

Output Schema

This task does not produce output - it terminates the workflow.

Configuration Options

Example Use Case

When required data is missing or validation fails, use exception to terminate the workflow early with a clear error message explaining the failure.

Action Tasks

Action tasks perform operations that interact with external systems or execute custom logic.

python

Execute custom Python code within the workflow.

Input Schema

Output Schema

Configuration Options

Code Structure

def execute(input, context):
    # Access input data
    borrower_id = input.get('borrower_id')
 
    # Perform calculations or logic
    result = process_data(borrower_id)
 
    # Return output (dict or value)
    return {"processed": True, "data": result}

Example Use Case

Implement custom scoring logic, data transformations, or complex calculations that cannot be achieved with other task types.

http

Make HTTP requests to external APIs.

Input Schema

Output Schema

Configuration Options

Example Use Case

Query external credit bureaus, verify identity through third-party services, or send notifications via webhooks.

soap

Make SOAP web service calls.

Input Schema

Output Schema

Configuration Options

Example Use Case

Integrate with legacy banking systems or government services that expose SOAP-based APIs.

altdata_enrichment

Query AltScore data sources for enrichment data.

Input Schema

Output Schema

Configuration Options

Example Use Case

Enrich borrower profiles with alternative data such as utility payment history, mobile phone behavior, or social media signals.

Operation Tasks

Operation tasks perform business logic operations within the AltScore platform.

create_borrower

Create a new borrower entity in the system.

Input Schema

Output Schema

Configuration Options

Example Use Case

As part of an onboarding workflow, create borrower records from application data submitted through your portal.

update_borrower

Update an existing borrower's information.

Input Schema

Output Schema

Configuration Options

Example Use Case

Update borrower contact information, employment details, or financial data as new information becomes available.

execute_evaluator

Run an evaluator (scorer) against borrower data.

Input Schema

Output Schema

Configuration Options

Example Use Case

Execute a credit scoring model that evaluates borrower risk based on financial history, behavior patterns, and alternative data.

create_alert

Generate an alert based on workflow conditions.

Input Schema

Output Schema

Configuration Options

Example Use Case

When fraud indicators are detected during evaluation, create a high-severity alert for the compliance team to review.

evaluate_rules

Evaluate a set of business rules.

Input Schema

Output Schema

Configuration Options

Example Use Case

Validate that a loan application meets all policy requirements such as minimum income, maximum debt ratio, and age restrictions.

create_identity

Create an identity record for a borrower.

Input Schema

Output Schema

Configuration Options

Example Use Case

Store verified identity documents during the KYC process, linking them to the borrower profile.

fetch_entity

Fetch a single entity from a borrower's collection.

Input Schema

Output Schema

Configuration Options

Example Use Case

Retrieve the borrower's most recent bank statement or employment verification record.

fetch_entities

Fetch multiple entities from a borrower's collections.

Input Schema

Output Schema

Configuration Options

Example Use Case

Retrieve all active loans for a borrower to calculate total existing debt.

workflow_selector

Call another workflow as a sub-workflow.

Input Schema

Output Schema

Configuration Options

Example Use Case

Decompose complex processes into reusable sub-workflows. Call a verification workflow from both new application and renewal workflows.

mapping_table

Look up a value in a mapping table.

Input Schema

Output Schema

Configuration Options

Example Use Case

Map country codes to risk tiers, or convert categorical values like employment types to numerical weights.

scorecard

Execute a scorecard evaluation.

Input Schema

Output Schema

Configuration Options

Example Use Case

Calculate a credit score using a points-based scorecard model that assigns weights to factors like payment history, credit utilization, and account age.

Business Logic Tasks

Business logic tasks implement decision-making structures for credit evaluation.

decision_tree

Execute decision tree logic for rule-based decisions.

Input Schema

Output Schema

Configuration Options

Example Use Case

Implement automated credit decisions based on a decision tree that evaluates income levels, employment status, and credit history.

rule_tree

Execute rule tree logic for complex conditional evaluation.

Input Schema

Output Schema

Configuration Options

Example Use Case

Apply complex policy logic with nested conditions to determine loan terms, interest rates, or required documentation.

Utility Tasks

Utility tasks provide helper functionality for workflow development.

comment

Add a documentation note to the workflow. This task does not execute any logic.

Input Schema

No input - this task is non-executing.

Output Schema

No output - this task is non-executing.

Configuration Options

Example Use Case

Add explanatory notes near complex conditional logic or integration points to help other team members understand the workflow design.

Best Practices

Task Selection

1. Use the simplest task that meets your needs - If a mapping table can solve your problem, prefer it over Python code
2. Leverage built-in operations - Tasks like execute_evaluator and scorecard are optimized for credit decisioning
3. Consider sub-workflows - Use workflow_selector to create reusable components

Error Handling

1. Validate inputs early - Use conditional tasks to check for required data before making external calls
2. Handle external failures - HTTP and SOAP tasks can fail; plan for retries and fallback logic
3. Use exception tasks deliberately - Terminate workflows with clear error messages when unrecoverable conditions occur

Performance

1. Minimize external calls - Batch data retrieval where possible
2. Set appropriate timeouts - Configure timeouts based on expected response times
3. Use async execution - For long-running workflows, execute asynchronously and poll for results