The order in which this guide is structured is the most convenient way to create a process. It introduces the most important concepts of process configuration.
The guide is set around the following scenario:
We would like to create a very simple account opening process for a bank which leads to a contract with a client.
For this we need to be able to collect information on the contract, e.g. what type of account should be opened. For the sake of simplicity, our bank momentarily only offers the opening of individual accounts. However, additional accounts are going to be offered in the future.
Similarly, we will need to collect information on the person who will be opening the account, like first and last name. Also, date of birth will be important, since an account holder needs to be of age in order to open an account.
From this we can already identify some important points, like who are the main actors, what roles do they have and what information needs to be collected on them.
This is very useful to know in advance, which is why, for most customers, we plan a series of workshop to help you identify all the necessary ingredients. If you would like to know more head over to atfinity.swiss or contact us directly.
To get the most out of this guide, follow it step by step and implement the steps in parallel as you go. At the end of some articles we will suggest some additional tasks which you can use to practise what you have learned. Doing these tasks is not essential for our process to work. They are meant purely as an additional exercise for you.
For this, click on 'Configuration' in the Navigation Bar on the left side of the Atfinity Application. This brings you to the Configuration Menu.