LinX Workflow Detail Object

The LinX Workflow Detail object represents detailed information for a workflow request that has been created for a Customer. This object contains a unique ID for the workflow, the workflow template details (if applicable), the workflow status, and the workflow details.

Attributes

id

string (UUID)

ID of the workflow.

templateId

string (UUID)

ID of the LinX template used to create the workflow. Only returned if a template was used in the workflow request.

templateVersionId

string (UUID)

ID of the version of the LinX template used to create the workflow. Only returned if a template was used in the workflow request.

status

string enum, values: ACTIVE, ARCHIVED, CANCELLED, COMPLETED, CREATED, DECLINED, EXPIRED

Current status of the workflow.

title  

string

Name for the LinX workflow. This name is used internally and should describe the purpose of the workflow (example: Send refund to John Smith).

currentStep

integer (int32)

Index of the current workflow step to be completed by the Customer.

steps  

array of objects

Steps included in the workflow. The steps must be listed in the following order:

  1. notification
  2. customer-account or lookup-profile
  3. enhance-profile
  4. financial-account or lookup-financial-account
  5. document-acceptance
  6. move-money

For more information, see LinX Workflow Steps.

id

string (UUID)

ID of the workflow step.

stepName

string enum, values: notification, customer-account, lookup-profile, enhance-profile, financial-account, lookup-financial-account, document-acceptance, move-money

Name of the step. The following values are supported:

  • notification  Send an SMS message to the Customer with a link to the request.
  • customer-account  Create a new Customer Account. Use this step if the workflow is for a new Customer.
  • lookup-profile  Find an existing Customer Account. Use this step if the workflow is for an existing Customer.
  • enhance-profile  Prompt the Customer to enter additional profile information, such as their address. This step can be used for both new and existing Customers.
  • 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.
  • lookup-financial-account  Find an existing Financial Account for the Customer. This step can be used for existing Customers.
  • document-acceptance  Require the Customer to accept one or more documents, such as a privacy policy or terms and conditions agreement. This step can be used for both new and existing Customers.
  • move-money  Create a transaction using the Customer’s Financial Account from financial-account or lookup-financial-account. This step can be used for both new and existing Customers.

stepDisplayName

string

Short display name for the step (example: Lookup customer account).

stepDescription

string

Description of the step (example: Find an existing customer account).

data

object

Parameters and values related to the step.

status

string enum, values: ACTIVE, COMPLETED, DECLINED, CREATED

Status of the step.

phoneNumber  

string

Customer’s mobile phone number. The LinX request is sent to this number via SMS.

email

string

Customer’s email address. Returned when a Customer is created or found in the current workflow step.

expireAt

string (date-time)

Date and time the request expires.

nextNotificationAt

string (date-time)

Date and time the next reminder notification will be sent to the Customer.

completedAt

string (date-time)

Date and time the workflow was completed.

declineReason

string enum, values: DONT_KNOW_BUSINESS_SENDER, INCORRECT_PAYMENT_REASON, INCORRECT_FINANCIAL_ACCOUNT, INCORRECT_AMOUNT, OTHER

Reason the transaction was declined by the Customer.

declineDescription

string

Details provided by the Customer regarding why the transaction was declined.

createdBy

string

Entity that created the LinX request.

id

string (UUID)

ID of the entity. Will be blank if createdBy.type is internal.

type

string enum, values: employee, service-account, internal

Type of entity. The following values are supported:

  • employee  Team Member using the RocketKOR Portal.
  • service-account  Service Account using APIs.
  • internal  Internal service call.

createdAt

string (date-time)

Date and time the LinX request was created in the RocketKOR system.

updatedBy

string

Entity that last updated the Linx request.

id

string (UUID)

ID of the entity. Will be blank if updatedBy.type is internal.

type

string enum, values: employee, service-account, internal

Type of entity. The following values are supported:

  • employee  Team Member using the RocketKOR Portal.
  • service-account  Service Account using APIs.
  • internal  Internal service call.

updatedAt

string (date-time)

Date and time the LinX request was last updated.

LinX Workflow Detail Object

				
					{
  "id": "b6c0d73e-bd7b-4447-a30f-971ecad5fa8b",
  "templateId": "eacdf965-e9d8-408f-9cdf-3c7902d26ea7",
  "templateVersionId": "81f0f547-679c-4059-a6d7-1060021518cf",
  "status": "ACTIVE",
  "title": "Send a rebate to John Doe",
  "currentStep": 4,
  "steps": [
    {
      "id": "07b6944a-70e1-48f0-bbb9-bf07b3c74820",
      "stepName": "notification",
      "stepDisplayName": "Notification",
      "stepDescription": "Send notifications.",
      "data": {
        "channel": "SMS",
        "email": "john.doe@abc.com",
        "phoneNumber": "+1123123412345"
      },
      "status": "COMPLETED"
    },
    {
      "id": "37fd1a41-d5bb-4b08-8474-86a329210c4b",
      "stepName": "lookup-profile",
      "stepDisplayName": "Lookup customer account",
      "stepDescription": "Find an existing customer account.",
      "data": {
        "customerId": "01ac41f3-86a3-4651-b043-c0fbc1e1adff",
        "email": "john.doe@abc.com",
        "phoneNumber": "+1123123412345"
      },
      "status": "COMPLETED"
    },
    {
      "id": "ed2c04d9-a1e2-4821-91c0-51b898e70213",
      "stepName": "lookup-financial-account",
      "stepDisplayName": "Lookup a valid informed financial account"",
      "stepDescription": "Find an existing customer financial account.",
      "data": {
        "customerFinancialAccountId": "2829e6eb-d937-4d07-85c1-2ce8961e2448",
        "financialAccountSubType": "CREDIT"
      },
      "status": "COMPLETED"
    },
    {
      "id": "c0168342-57d9-43fd-9cb3-8f30fc0605f5",
      "stepName": "move-money",
      "stepDisplayName": "Transaction Summary",
      "stepDescription": "Review and confirm your transaction summary.",
      "data": {
        "customerFinancialAccountName": "John Doe Credit Card",
        "transactionType": "SEND",
        "amount": "28.56",
        "solution": "push-to-card",
        "currency": "USD",
        "priority": "IMMEDIATE",
        "baFinancialAccountName": "ABC Checking Account",
      },
      "status": "ACTIVE"
    }
  ],
  "phoneNumber": "+16471234567",
  "email": "john.doe@abc.com",
  "expireAt": "2023-11-11T21:00:49.776302Z",
  "nextNotificationAt": "2023-11-10T21:00:49.776302Z",
  "completedAt": "",
  "declineReason": "DONT_KNOW_BUSINESS_SENDER",
  "declineDescription": "I don't recognize this transaction",
  "createdBy": {
    "id": "5f6b0873-f1f2-4ac6-a185-5804c4c5c303",
    "type": "service-account",
  },
  "createdAt": "2023-11-09T21:00:49.776302Z",
  "updatedBy": {
    "id": "5f6b0873-f1f2-4ac6-a185-5804c4c5c303",
    "type": "service-account",
  },
  "updatedAt": "2023-11-10T21:00:49.776302Z"
}
				
			
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