This content applies solely to Connected Servicing, which must be purchased separately from the Appian base platform. |
The Connected Servicing 2.5 release notes provide an overview of the latest changes and improvements to the Connected Servicing Solution. These new features and improved capabilities were designed with best practices in mind.
Previously, Appian Connected Onboarding and Connected Servicing included a secure Customer Portal site, which allowed institutions to assign onboarding and service request tasks to their end customers to complete securely from within the site. Logged-in end customers could also create and schedule service requests on the secure site.
This release replaces the former Customer Portal site with an enhanced and simplified secure Customer Site add-on application.
We've enhanced the new Customer Site to interact with the full suite of Appian Customer Lifecycle Management solutions, which includes Connected KYC.
This release simplifies the Customer Site content organization to just three pages:
As an add-on application, the Customer Site is available at no extra cost to Connected Servicing customers and is easily installed following a series of simple steps.
This release introduces a new task type, Conditional Task, to Connected Servicing, and improves workflow configuration to support even the most complex Service Request processes.
Conditional tasks function as decision points in the Service Request process.
Each conditional task is made up a question and up to five response options.
Note: The AS_TMG_INT_CONDITIONAL_TASK_RESPONSE_OPTION_MAX_COUNT constant controls the maximum number of response options you can configure on each conditional task. Increase the constant value to allow more response options per conditional task.
When a conditional task is added to a Connected Servicing workflow template, the Tasks page will require the conditional task to have at least as many dependent tasks configured on it as there are response options configured on the conditional task.
To configure the conditional task in the workflow template, you must complete the fourth step, Conditional Tasks. You must configure each response option for a conditional task in the workflow to a behavior and at least one dependent task on this step.
The behavior options are THEN and RETURN TO. A response option defined with THEN behavior can be mapped to one or multiple Dependent tasks. When a user completes a conditional task by selecting this response option, all dependent tasks mapped to it are automatically assigned for completion. Meanwhile, all dependent tasks mapped to other response options on the conditional task are marked not needed.
Alternatively, you can configure a response option defined with RETURN TO behavior to only one dependent task, which is expected to be a task completed earlier in the workflow. A typical use case for selecting RETURN TO behavior might involve using a conditional task as a review step to route the workflow back to an earlier task to complete that task or a group of tasks again.
As the primary interface for effectively orchestrating a customer's Service Request, the Service request Summary page is kind of a big deal. This release greatly improves the ability for internal users to quickly identify tasks requiring action by them and relevant Service Request information that can impact ongoing Service Request processing.
The Service request Summary page has been simplified to four sections:
Ready to get started? Check out Installing and Upgrading Connected Servicing.
Connected Servicing 2.5 Release Notes