Workflows

Workflow Editor

• Account-Level Policy Library
• Workflows: Copy/Paste
• Workflows: Policy Library
• Workflow Editor: Outcomes
• Workflow Editor: Versions
• Workflow Editor: Thresholds and Dependents

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Testing Suite

• Real Time Backtesting Guide
• Portfolio Evaluation (PE) Backtesting
• Testing Suite: Overview
• Test History Page for Workflows
• Using What If Analysis
• What If Analysis

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Workflow Use Case Guides

• Email Tumbling
• Groups: Joint Accounts with Individual Applicants
• Groups: Joint Business/Shareholder Accounts
• Input Attributes: Common Use Cases
• Ongoing Watchlist: Add to Workflow

Data Services

• Allowlist/Denylist Services: Add to Workflow
• Allowlist/Denylist Services: Device Alias ID
• Allowlist/Denylist Services: Fluid and Not-fluid Data
• Allowlist/Denylist Services: Multiple Attributes
• Allowlist/Denylist Services: Overview
• Data Services: Add or Remove Data Sources from Alloy account

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Document Verification Workflows

• Document Verification Workflows: Add Step-up using Alloy SDK
• Document Verification: Alloy Plugin over Alloy SDK Overview
• Document Verification: Image Guidelines
• Document Verification: Overview (United States)

Transaction Monitoring Workflows

• Transaction Monitoring Workflows: Add Counterparty Sanction Screening
• Transaction Monitoring Workflows: Add Ongoing Watchlist Monitoring