Only users with the administrator role will have the option to configure their segments or workflows. The segment or workflow is structured with the following elements:
Initial form: a decision will always have one initial form. The objective is to identify the applying company.
Evaluation sources: at least one, and any number of evaluation sources can be added, regardless of source type. The goal is to collect data and deal with the people and policies or variables of the evaluation.
Personalized Message: configurable email based on the client's needs. You can add the client's logo or a message tailored to the business objectives of each company.
Final approval: when evaluation sources are approved/rejected, there is a final decision by one or more responsible parties. The purpose is to close the decision with a result.