Subflows

a subflow can be visualized as a diversion from the main flows docid 8g37 m92rhpger8w4jjyl multiple subflows can be made and then added within a flow subflow onboardings can be of two types on the fly onboarding in this, the merchant can stay on the same tab and continue onboarding, without breaking the journey it is an easier and faster way of merchant onboarding remote onboarding this digital onboarding procedure can be completed totally online and remotely from any device with a camera due to digitalization financial institutions can digitally identify customers to add new customers and users from anywhere, at any time, and through any channel with security and regulatory support by using precise and thorough technological and security controls suppose, we want to complete the kyc of a nominee and/or a joint account holder besides the primary account holder so, in this case, the kyc of the primary account holder can be made as the main flow and the kyc of the joint holder or the nominee(s) will be a part of the subflow steps to create a subflow go to the flow tab in the configuration engine docid\ jbnpso4 vmjzos6z mb5r on the top right corner choose the option 'add new' there a dropdown will appear from which we have to choose 'subflow' here, we can enter a subflow name and a redirect url select the pages that have to be included in the subflow c lick on 'create' customizing the subflow configure navigation by clicking on the ' configure navigation' option we can edit the fields that will appear in the final screen for the subflow created the following options appear a the name of the page is inserted here it appears on the left hand side of the page b the text for the page header is written here c the page subheader is inserted here d the text for the navigation button, which helps to move to the next step in the journey is inserted here e the text for the button, in case more persona needs to be added f the persona type for the particular journey is mentioned here (for example, signatory) g the maximum number of personas that can be added to the screen h the error message that will be displayed if the maximum number of personas allowed is exceeded i the minimum number of personas that can be added j the error message that will be displayed if the minimum number of personas allowed is not met k by enabling this toggle, onboarding through email is disabled here, we can add the page name, page header and subheader, navigation button text, persona button text, persona type, and maximum and minimum number of entries allowed we can also enable or disable remote onboarding (through sms and/or email) configure image watermark we can also configure the image watermark by clicking on the ' configure image watermark ' button the image watermark feature is used to watermark any document image captured during the journey the details/fields present in the watermark can be configured as shown in the screenshot below this is in adherence to the rbi circular which mandates taking live photographs of the merchant doing kyc remotely enabling these toggles can decide the information that will be used as a watermark of the captured image the option to add more variables is also present after choosing the watermark click on the save button edit fields we can then edit the template that will appear on the subflow, by clicking the ' edit fields ' button the following screen appears here, we can add various fields that are required by adding new elements or removing/editing the existing elements once everything is done click on 'done' after the subflow is created, we have to create a new flow here, we can select the pages docid\ xsd0meic4aadzddtkedsy and the created subflow to make a new flow the subflow will be added to the main flow in this way note when adding conditions in the rule engine, the destination screen that is chosen, in case of a subflow should always be 'exit' (unlike the main flow where the destination screen can be the next page or the thank you page) so that it goes back and continues the main flow getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com