Workflow Builder V2
Workflow Builder V2 is a visual workflow editor for creating business process automation. It provides an intuitive drag-and-drop interface for designing complex automation flows without writing code.
What Workflows Can Do
Workflows automate critical business operations across your lending platform:
-
Automate Decision Flows: Build credit approval pipelines, KYC verification sequences, and risk assessment processes that execute consistently every time.
-
Query Data Sources: Connect to internal databases, external APIs, credit bureaus, and AltData sources to gather information for decision-making.
-
Apply Business Rules: Implement conditional logic, scoring models, policy rules, and validation checks that enforce your credit policies automatically.
-
Generate Reports: Produce evaluation summaries, compliance reports, audit trails, and customer communications based on workflow outcomes.
Get Started
Getting Started
Create your first workflow in minutes with this step-by-step tutorial.
Building Workflows
Add tasks, connect nodes, and configure conditional logic.
Task Types
Explore the 25+ built-in task types available for your workflows.
API Reference
Execute workflows programmatically and handle responses.
Documentation Tracks
This documentation is organized into three tracks based on your role and needs:
User Guide
For Operations Managers, Credit Specialists, and business users who need to create and manage workflows through the visual interface.
- Getting Started - Create your first workflow
- Interface Overview - Navigate the canvas and panels
- Building Workflows - Add tasks and configure logic
- Variables - Work with data across tasks
- Testing and Debugging - Validate before deploying
- Publishing - Deploy workflows to production
Task Reference
Detailed reference for all available task types and how to create custom tasks.
- Task Types - All 25+ built-in task types
- Custom Tasks - Build Python, HTTP, and SOAP tasks
Integration Guide
For technical users who need to execute workflows programmatically or integrate with external systems.
- API Reference - REST API endpoints and examples
- Execution and Webhooks - Lifecycle, polling, and webhook patterns
Key Features
| Feature | Description |
|---|---|
| Visual Canvas | Drag-and-drop workflow design with real-time validation |
| 25+ Task Types | HTTP requests, conditionals, loops, data transformations, and more |
| Custom Tasks | Extend functionality with custom Python, HTTP, and SOAP tasks |
| Version Control | Track changes and roll back to previous workflow versions |
| Test Mode | Execute workflows with sample data before deploying to production |
| Execution Logs | Monitor workflow runs with detailed step-by-step logs |
Next Steps
If you are new to Workflow Builder, start with the Getting Started guide to create your first workflow in under 10 minutes.