## Build Your Workflow

A workflow in RiskOS™ is a configurable sequence of steps that automates decision-making for risk and fraud use cases like identity verification during consumer onboarding or account takeover (ATO) prevention.

## 1. Create a new workflow

1. In the left navigation, go to **Workflows** and select your workflow directly.
2. Click **New Workflow**.

> 📘  
> **Note**:  
> You can also import an existing workflow into RiskOS™ and modify it. To import, click **Import Workflow**, then upload a previously exported JSON file.

3. The new workflow will be automatically named based on the selected use case. To rename it, click the **pencil** icon next to the default name.
4. On the **Workflow Canvas**, you can:
   - Click the **plus (+)** icon to add a step, or
   - **Right-click** anywhere on the canvas to add a step directly.

### Available workflow steps

The following table lists common steps you can add:

#### Core functionality steps

Core steps allow you to manipulate and enhance the decision flow.

| Workflow Step         | Description                                                                                                |
|-----------------------|------------------------------------------------------------------------------------------------------------|
| Input                 | Every workflow has exactly one input step, and it serves as the starting point of every evaluation.        |
| Transformation        | Applies stateless functions to modify, reformat, or augment case data.                                   |
| Condition             | Evaluates case data against defined logic to determine which path the workflow should follow.             |
| Tag                   | Assigns tags to cases based on specific criteria, helping categorize and filter them in downstream analysis or review. |
| Wait                  | Introduces a delay or pauses a workflow until certain conditions are met.                                  |
| Rule Score Card       | Enables rule-based risk scoring by evaluating multiple rules and assigning weighted scores to cases.     |
| Note                  | Adds annotations or internal context within the workflow. These do not affect the decision flow but help with documentation and collaboration. |

#### Data enrichment and Step Up

Enrichment steps allow you to add additional data to your decision flow by calling specific data products/API or triggering a step up.

| Workflow Step         | Description                                                                                                |
|-----------------------|------------------------------------------------------------------------------------------------------------|
| Enrichment            | Integrates external data services or APIs into the workflow to provide additional signals for decision-making. |
| OTP Verification      | Verifies user identity through one-time passcodes (OTP) via email, SMS, or voice.                         |

#### Decision/Outcome steps

Decision steps are the final 'leaves' of each decision flow and end the evaluation.

| Workflow Step         | Description                                                                                                |
|-----------------------|------------------------------------------------------------------------------------------------------------|
| Decision              | Makes the final call in the workflow—accept, reject, or send to manual review.                            |
| Decision Rules        | Combines conditions, decisions, and manual review logic into a single configurable ruleset.              |
| Manual Review         | Routes cases to human reviewers when automatic decisions cannot be made.                                   |

> 📘  
> **Note**:  
> A well-structured workflow typically includes **Input**, **Enrichment**, **Condition**, and **Decision** steps.
> For advanced use cases, consider:
> - **Transformation**: Modify data inline.
> - **Rule Score Card**: Assign a weighted risk scores.
> - **Tag**: Categorize evaluations for downstream analysis.
> - **Wait**: Pause until conditions are met or data becomes available.

## 2. Test your workflow

1. After configuring your workflow, click **Save**.
2. Click **Run a backtest**.
3. In the **Select Case** menu, choose your test input method:
   - Select cases from a list
   - Use a custom JSON payload
4. Click **Run Test**, then **Confirm**.
5. When the test completes with no errors, click **Exit Test**.

For details on analyzing results, see [Workflow Testing](https://help.socure.com/riskos/docs/workflow-testing#/).

## 3. Publish and launch your workflow

1. Click **Publish** to move your workflow into the **Published** stage.
2. If you have the correct [permissions](https://help.socure.com/riskos/docs/role-permission), click **Make Live** to activate it.

> 📘  
> **Published vs. Live**:  
> A workflow must first be published. Only published workflows can then be made Live to process real evaluations via the API integration.