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Update to Reconciliation Workflows for Multi-Entity Applications

Mar 12, 2024

Clients on Journeys have access to the latest version of Reconciliation Workflows, built for multi-entity applications like joint applications, KYB use case, or business credit underwriting.

To set up a Reconciliation Workflow:

  • Click into a Journey
  • Click the ellipses in the top right
  • Ensure the toggle “Enable Multi-Entity Applications” is turned on. (If you had selected “Application Type = Multi-Entity” for the Journey, this toggle will be turned on by default.)
  • Click on the “+” icon to the right of the start of the Journey to add an entity, then click the “+” icon again to add a Reconciliation Workflow.

You can now add a Reconciliation Workflow at the end of a Journey to determine the final Journey outcome across multiple entities. (This is in addition to the Mid-Journey Reconciliation Workflow to determine whether to proceed with the application for reviews of the enrolled entities, or to exit the application early.)

Learn more about Reconciliation Workflows in our demo video. To get access to Reconciliation Workflows, please reach out to your Alloy representative.

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