Connected Onboarding 4.5 Release Notes

What's New?

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.

Enhanced and Simplified Secure Customer Site

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:

• HOME: Focuses your end customers on tasks requiring immediate attention. In addition, it showcases in-app discussion capability with your financial institution that keeps onboardings, service requests, and KYC investigations progressing smoothly.
• PROFILE: Displays key customer details, beneficial owners, entity relationships, and documents.
• EVENTS: Provides a complete history of onboardings and service requests. Each event record includes a link to the Event Summary page, which displays event-related details, discussions, and documents.

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.

Enhanced Conditional Tasks Configuration in Onboarding Workflow Templates

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.

Improved Onboarding Summary Page for Greater Efficiency

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:

• Tasks: A grid that focuses each user on the tasks currently requiring their attention with useful default user filters on the Status and Assigned Group fields. The default Assigned Group is My Groups, which is a custom option aggregating all of the user's group membership. If a user is interested in changing and saving a different set of default filters, they can do so easily with out-of-the-box Appian record filter capabilities.
• Onboarding Details: A section that combines the Onboarding's status, task completion progress, and other pertinent attributes.
• Completed Conditional Tasks: A grid that puts important decisions made throughout the Onboarding process at the user's fingertips by providing a current list of all completed conditional tasks in the Onboarding with the most recently completed conditional task on top. This grid displays the conditional task question, selected response option, completion date, and name of the user who completed the task.
• Required Documents: A section that displays a list of all documents that must be collected and reviewed to complete the Onboarding.

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Ready to get started? Check out Installing and Upgrading Connected Onboarding.

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