The Alloy SDK now supports customization of the SMS text that gets sent to users who are directed to the mobile flow as part of business document collection.
On the SDK Configuration screen, clients will be able to select the option ‘Business Document’ and enter text that will form the SMS message that will be sent to users.
Dashboard setup instructions for the Alloy SDK are here and API docs are here. Reach out to your CSM if you'd like to get it set up.
We have updated our existing re-run application endpoint, making it possible to alter the payload data from the original run.
The API response and webhooks updates now allow clients to link the re-run(s) to the "root" JA in their system.
Check out our API Reference documentation here.
The Alloy SDK supports Persona's Form template flow!
Clients can create a template in their Persona dashboard using their "database" form flow and input that template ID in their Persona Workflow SDK Config in the Alloy Dashboard.
If you’d like to get set up with Alloy SDK, please reach out to your CSM.
Configuring front end integrations for device tracking is hard but with the same singular SDK integration, clients now have access to document verification, phone centric verification, and device risk. Please reference Alloy’s API docs or reach out to your CSM help on setup.
Clients using Journeys can now assign permissions to determine which Roles can view select Journeys, enabling clients to maintain separate access for their agents based on their organizational structure and business needs.
To get started, navigate to Settings > Roles. To enable access to all Journeys for a given Role, from the Roles section, check the top-level option ‘Journeys’. This means this role will have access to all non-archived Journeys (including draft versions) in the account, in addition to all Applications, Workflows, Evaluations, Reviews, and Entities associated with those Journeys. To restrict access to specific Journeys, choose the Journeys in the drop down – this will allow the user to have access to all Applications, Workflows, Evaluations, Entities, and Reviews that are associated with the Journey(s) selected there. To restrict access to Journeys altogether, deselect the top-level ‘Journeys’ option.
Note: these permissions will not override access for users who have access to ‘All workflows’ in Settings > Workflows.
The Alloy SDK web plugin now supports a wider range of business documents with a new document type ‘Business Document’, which allows clients to more flexibly configure their chosen business document (e.g. Articles of Incorporation) without having to choose from a pre-set menu of options.
On the SDK Configuration screen, clients will be able to select the option ‘Business Document’ and optionally enter help text to guide the user during the document upload process (for example: “Please upload your paystub as secondary income verification”.
Dashboard setup instructions for the Alloy SDK are here and API docs are here. Reach out to your CSM if you'd like to get it set up.
