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Automation and workflows

You can tailor FA system to your business needs and improve efficiency by automating recurring tasks, from simple transaction status changes to complex workflows that involve fetching data from external sources and report generation. Use the following tools to automate your tasks:

  • Business rules. A business rule automatically triggers consequences if an object is modified in FA and the modification meets the conditions defined in the rule. For example, you can set a rule to change trade order status when a trade order receives a tag indicating successful validation. FA Back incorporates Drools business rule engine that allows you to deploy custom rules by uploading Excel-based decision tables. To learn more about how to create decision tables, see Business rules.

  • Custom workflows. Custom workflows let you eliminate unnecessary manual steps. For example, an onboarding workflow can automatically prompt the client for information, validate it, and, upon successful validation, create a new contact in FA. Custom worflows are designed using Flowable process engine. To learn more about creating custom workflows, see Workflows.