This content applies solely to Connected Onboarding, which must be purchased separately from the Appian base platform. |
The Connected Onboarding 4.5 release notes provide an overview of the latest changes and improvements to the Connected Onboarding 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 Onboarding customers and is easily installed following a series of simple steps.
This release enhances the configuration capability for conditional tasks in Onboarding workflow templates such that each response option defined with THEN behavior can be mapped to more than one dependent task. When a user selects a response option mapped to multiple dependent tasks, all dependent tasks are automatically assigned for completion.
Prior versions of Connected Onboarding allowed the mapping of only one dependent task to each response option. Users can still map response options configured with RETURN TO behavior to only one Dependent task.
As the primary interface for effectively orchestrating a customer's Onboarding, the Onboarding Summary page is kind of a big deal. This release greatly improves the ability for internal users to quickly identify tasks requiring action and relevant Onboarding information that can impact ongoing Onboarding processing.
This release simplifies the organization of Onboarding Summary page to four sections:
Ready to get started? Check out Installing and Upgrading Connected Onboarding.
Connected Onboarding 4.5 Release Notes