°neo reference data refers to the standard set of client and product data, workflow configurations, mandatory fields, and document folder settings that come ‘out of the box’ with the platform.
To set up a new configuration of reference date, you can navigate to the configuration items using the action menu in the top right corner of the Configuration Portal, clicking on ‘Configuration Items’, then clicking ‘New’ > ‘Reference Data’.
From here you will see a number of sections and fields to be populated.
In the configuration item for reference data, several items can be configured.
Configure the available reference data.
Configure the different workflows.
Configure which person fields are mandatory on the person.
Configure which company fields are mandatory on the company.
Configure various system settings.
In the section reference data, the standard set of client data available with °neo is configured. It is divided into a number to reference data groups.
In the section workflows, the behavior of the different workflows can be configured.
The workflows are divided into groups. The individual parts of the workflow that can be configured are predefined.
Some workflows will have more parts to be configured compared to others, for example, Create person can be configured to also include a document and email generation.
A manual task in a workflow indicates a user has to approve a task for the workflow to continue.
A task has the following characteristics.
The visual name of the task in the customer service portal.
Whether the task requires a second person to approve the task.
The default user group to which the task will be assigned.
If a document needs to be created for this workflow, the template ID and template key need to be provided.
If an e-mail needs to be created for this workflow, the template ID and template key need to be provided.
Additionally, if a document is created as part of the workflow, it can be indicated it requires to be sent as an attachment in the e-mail.
In the section, you can indicate which fields on a person entity are mandatory.
In the section, you can indicate which fields on a company entity are mandatory.
The section system settings is divided into two.
It can be configured how the search results are displayed in the Client Service Portal.
It can be configured which file types are allowed to be uploaded and what the maximum document size is.
Moreover, the document folders on the person and company level can be created and defined.
Updated 6 months ago
Now that you are familiar with all three types of configuration items, , you can start configuring your environments or apply your configuration sets to an environment.