How to create and launch a loop
Loops are automated workflows that help you create remediation strategies to manage, close and escalate open alerts.
To create new loops open the Loops page, select the "Add new loop" button and enter a fitting name for this loop.
Configuring Loop Settings
Choose your loop source
Your loop will initiate when the connected end node of a parent process is reached. For example, the outcome of an "Enhanced Due Diligence" branch at onboarding or a "Collect up-to-date documentation" of a monitoring process.
To choose your loop source:
Click on the loop settings node
Choose the parent process you want to connect your loop to
Select the end branch on the parent process
Click on the loop settings node
Choose the parent process you want to connect your loop to
Select the end branch on the parent process
A loop can only be connected to one end node.
Set delivery channel
To initiate a loop, open Loop settings, navigate to Channel and choose Type:
Email: select the Recipient Field and point to the appropriate user email field to send the loop notification to each user individually
Internal Email: set an internal email to receive all loop notifications
API: Receive loop trigger loop via API
Email: select the Recipient Field and point to the appropriate user email field to send the loop notification to each user individually
Internal Email: set an internal email to receive all loop notifications
API: Receive loop trigger loop via API
To send your users loop notifications via email, you will need to import recipients' emails in a dataset or collect it in an onboarding process.
Build your loop workflow
To add a new node into your workflow, click the "+" button:
Form Configuration
To add form fields for users to fill out:
Click the form editor icon to customize your review form
Add necessary form elements by dragging and dropping from the left panel
Arrange the form fields in your desired order
Click "Save form" when you're satisfied with the layout
Close the form editor
Click the form editor icon to customize your review form
Add necessary form elements by dragging and dropping from the left panel
Arrange the form fields in your desired order
Click "Save form" when you're satisfied with the layout
Close the form editor
Service Integration
To add 3rd party verification, screening or spektr's AI services:
Access the Services section from the right panel
Add any additional services or integrations needed for your loop
Click the added serivce node and configure the service by following the instructions on the dialog window
Save your service configurations
Access the Services section from the right panel
Add any additional services or integrations needed for your loop
Click the added serivce node and configure the service by following the instructions on the dialog window
Save your service configurations
Manual Review
To add manual reviews for your analysts:
Access the Services section from the right panel
Add the Manual Review node
Click the Manual Review node
Configure the analyst action
Save the analyst action
Access the Services section from the right panel
Add the Manual Review node
Click the Manual Review node
Configure the analyst action
Save the analyst action
Launching Your Loop
Click the "Launch loop" button in the top-right corner
Review your loop configuration
Click "Publish version" to set your latest changes live
Click the "Launch loop" button in the top-right corner
Review your loop configuration
Click "Publish version" to set your latest changes live
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