You can include the following steps in a LinX workflow. The steps must be listed in the following order when creating a workflow or creating a workflow template.
|
Order |
Step |
Description |
Requirements |
|---|---|---|---|
|
1 |
notification |
Send an SMS message to the Customer with a link to the request. |
Required as the first step in the workflow. |
|
2 |
customer-account |
Create a new Customer Account. Use this step if the workflow is for a new Customer. |
Either customer-account or lookup-profile is required as the second step in the workflow. Important If both customer-account and lookup-profile are included in the workflow, the request will fail. |
|
2 |
lookup-profile |
Find an existing Customer Account. Use this step if the workflow is for an existing Customer. |
Either customer-account or lookup-profile is required as the second step in the workflow. Important If both customer-account and lookup-profile are included in the workflow, the request will fail. |
|
3 |
enhance-profile |
Prompt the Customer to enter additional profile information, such as their mailing address. |
This step is optional. |
|
4 |
financial-account |
Create a new external bank or card Financial Account for the Customer. This step can be used for both new and existing Customers. If move-money is included in the workflow, this newly created Financial Account will be used as the Customer Financial Account in the transaction. |
This step is optional. If the workflow includes move-money, either financial-account or lookup-financial-account is required. Important If both financial-account and lookup-financial-account are included in the workflow, the request will fail. |
|
4 |
lookup-financial-account |
Find an existing Financial Account for the Customer. This step can be used for existing Customers only. If move-money is included in the workflow, this existing Financial Account will be used as the Customer Financial Account in the transaction. |
This step is optional. If the workflow includes move-money, either financial-account or lookup-financial-account is required. Important If both financial-account and lookup-financial-account are included in the workflow, the request will fail. |
|
5 |
document-acceptance |
Require the Customer to accept one or more documents, such as a privacy policy or consent form. |
This step is optional. |
|
6 |
move-money |
Create a transaction using the Customer’s Financial Account. Either financial-account or lookup-financial-account will be used as the Customer Financial Account in the transaction. |
This step is optional. |
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