Overview

The Policy Library lets you duplicate and reuse chunks of decisioning logic, called snippets, across workflows. A snippet can include any number of nodes. Snippets are created and published to the library by Alloy administrators.

When you add a snippet to a workflow, Alloy first checks to make sure the snippet is compatible with your workflow. If it is, the system adds the snippet and then merges any logic duplicated between the two. For example, if your workflow contains a tag Low Risk and the incoming snippet also has a tag with the same name and settings, we will merge the tags so your logic remains centralized.

The thresholds are merged by adding an or between them: if Workflow: Low Risk had a threshold of input1 > 10 and Snippet: Low Risk had a threshold of input2 = 'hello' then your tag Low Risk will have the thresholds input1 > 10 || input2 = 'hello.'

There are cases where we can’t merge things with the same name (for example if you have a published attribute (PA) of the same name in your workflow and in the snippet, but they have different data types). In those cases we add a new PA and append (1) to the name, so you can rename it to whatever you want before saving (My PA will become My PA (1)).

If the snippet uses a service that is not yet enabled on your account, you will receive a warning. You can still insert the snippet but it will not run correctly until you add the service.

Using Snippets

Browse and insert snippets from the Policy Library directly within the workflow editor.

From the Add menu, select Add Snippet from Library — this opens the Policy Library.

Search for a snippet by name or browse snippets by category. By default, snippet search is filtered to show only snippets compatible with your workflow. A snippet cannot be added to a workflow of a different type (e.g. an onboarding snippet cannot be added to a transaction monitoring workflow.)
Click View Details for a snippet to preview the snippet logic and which solutions are used by the snippet.