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22 posts tagged with "Journey"

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Enabling Parallel Risk tasks Within Journey Builder

This feature removes the validation that prevented users from adding a Risk Assessment task (of any type) to a process within a stage that was configured with process completion order set to 'In any order'. This allows you to complete jurisdictional KYC requirements within the same stage, improving overall onboarding times by better supporting parallel work effort.

Connected Journeys View enhancement

We've added 3 capabilities to the Connected Journeys View to improve usability and performance in journeys using Entity Grouping, Related Parties Launchpad and Agency Journey Launchad:

  • Search Connected Journeys by Entity Name
  • Filter by Journey Status (i.e. 'In Progress')
  • Scroll bar will automatically appear when the number of Connected Journeys Requires it.