atfinity bundles all of this, to calculate the actual steps that make the application...
ask the right questions in the right order,
present the relevant documents when they are needed,
and organize the information according to your demands.
This bundling is what we call the process. The outcome of the bundling is, as said at the top, the creation or modification of an instance of an outcome ontology.
Examples of processes (and their types) are: Client Onboarding (creation), Create a Risk Profile (creation), and KYC (lifecycle).
While creating a process, you have the following options:
The name for the process, in English, as it shows up in the Case Manager's list of cases. For the name to appear in other languages you have added to atfinity, provide its translation.
Creation: the process results in the creation of an instance of an outcome ontology.
Lifecycle: the process modifies an existing instance of an outcome ontology.
No: the default setting, meaning that new cases for this process can be created.
Yes: existing cases for this process are allowed to be completed, but no new cases can be created.
Choose the ontology this process applies to.
Each case created with this process will follow the steps defined in the workflow you select here.
Taken from the process name you provided, atfinity's software identifies the process by the key.
Allow instance creation
Yes: the default setting, which enables a user to add or remove other instances, besides the primary outcome instance which is always part of the case.
No: a user will not be able to add any instances to the case.
The name on the button that starts the process. The default setting uses the process name you chose. Buttons for creation processes appear at the top left corner of the cases overview. Lifecycle process buttons show up in the detail view of an instance.
Start from Dashboard
Yes: the process button appears in the Case Manager Dashboard. This is the default setting.
Show Process Tabs
Process tabs are: Issues, Documents, Links, Tasks.
Yes: these tabs appear as a horizontal navigation bar near the top of the Case Manager screen.
Tabs that show information, as configured by the user, are always visible.
Show Link Tab
Yes: the tab 'Links' appears between the Documents and Tasks tabs in the Case Manager.
No access restrictions / Only certain user roles
No access restrictions: any logged in user can access and work with the process.
Only certain user roles: limit access and permissions to people with certain user roles, for example compliance officers.
A step-by-step guide on how to create a process can be found here.
atfinity stores as many documents, proofs, rules, and workflows as you add to it. These are only coming into active use, however, when you add them to a process.
By differentiating between which documents, proofs, and rules you add, you are able to create countless unique processes.