Additional data can be passed to Alloy’s API that your organization needs to use as Input Attributes. Input Attributes represent data that may be included within threshold rules and output attributes in workflows.
It is ultimately up to the organization how to use Input Attributes and what data to provide on the API requests to workflows. However, our clients have used Input Attributes to bring in relevant data for workflows for informational and/or decisional purposes.
First, you will need to add an Input Attribute to the workflow to create a tag in the workflow. Depending on the type of information you want to access in the workflow, it may be informational or decisional. This article will cover how decisional Input Attributes can be set up. The steps below will use address_state
data as an example.
Part 1: Adding the Input Attribute to the workflow and creating a tag
- Go to the workflow where the Input Attribute must be added.
- Click on Attributes.
- Click on Input.
- Input the exact field name (how it is sent in the request body) of the Input Attribute to be added. In this example,
address_state
is being used to target the state of the applicant’s supplied data. - Select the type of Input Attribute data. In this example,
address_state
is a string. - Click ADD INPUT ATTRIBUTE.
- Hover over the Input (navy) node and click on the “+” sign to add a dependent action.
- In the Add Child Action modal, select the Input Attribute that you’re looking to create a tag off of. In this example, the
address_state
input attribute is used. - Set up the conditions and logic. In this example, the condition is looking for Massachusetts (MA).
- Select an action to take. In this example, the “Tag” action is selected.
- Select the Tag (or create a New Tag). In this example, the “MA State” tag is selected.
- Click Add Child Action button to complete adding a dependent action.
Part 2: Updating the Outcome Logic
- Click on Outcome.
- In this example, go to Denied outcome condition, and click on Edit.
💡 IMPORTANT: How the outcome conditions are set up is dependent on your team and the organization’s needs. The gif below will be using the "MA State" tag to determine if the applicant’s address is in Massachusetts the application will be decisioned to Manual Review. - Click the link icon on the “MA State” tag gray node to “Link to dependent action.”
- Set up the Denied outcome (or Approved outcome if using the Allowlist) condition/logic - tag:MA State is not set.
- Click on Done.
💡 IMPORTANT: In the gif below, steps 2-4 have also been performed for the Approved outcome condition. For this example, the goal is to send applicants with Massachusetts addresses to Manual Review. - Once ready to save, click on Save, and a new version of the workflow will be created.
💡 IMPORTANT: Saving does not make the new version action. Once this new version of the workflow is set active, incoming applicants will get tagged. For example, applicants withaddress_state = “MA”
will now fire the “MA State” tag.
Please don’t hesitate to contact support@alloy.com for further assistance!
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