Stage-gated processes with external checks and Stage Management
Key Takeaway
Stage Management defines the stages of a complex process such as onboarding or a transaction dispute, the criteria to complete each stage, and who can move a record forward. Integration Orchestration runs the callouts to external services, such as identity verification, when the process reaches a particular stage.
Many financial services processes move through stages, and some stages wait on checks in outside systems. Customer onboarding, for example, moves an applicant from intake through risk screening to approval. In Agentforce Financial Services, Stage Management defines those stages, the transitions between them, and the information and criteria each stage requires. Integration Orchestration creates and runs the callouts to external services at the right stage. In discovery, a customer process with stages, gates, and external checks points to these two features.
What Stage Management does
Stage Management defines the stages of a business process, the transitions between stages, and the criteria required to complete each stage. Customer onboarding and transaction dispute management are examples of the complex processes it manages. Digital Origination for Lending also uses Stage Management to define loan processes from intake through closing.
Three controls shape how a record moves through the process:
- Transition criteria: your own rules, written as criteria, for when a record can move from one stage to the next.
- User access: restrictions on which users can perform a stage transition.
- Step definitions: steps that run Integration Definitions, flows, or Omniscripts as part of the process.
Stage Management coordinates manual and automated tasks in the same process. Your own team, outside partners, or external services can complete those tasks. For automated tasks, Stage Management handles callouts to third-party APIs and other systems. For manual tasks, the stage transition criteria guide your team through the work.