Reference data

Introduction

°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.

Reference data items

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’.

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From here you will see a number of sections and fields to be populated.

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In the configuration item for reference data, several items can be configured.

Item

Description

Reference data

Configure the available reference data.

Workflows

Configure the different workflows.

Person fields

Configure which person fields are mandatory on the person.

Company fields

Configure which company fields are mandatory on the company.

System settings

Configure various system settings.

Reference data

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.

Workflows

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.

Manual task
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.

Item

Description

Name

The visual name of the task in the customer service portal.

4-eyes

Whether the task requires a second person to approve the task.

Assign to

The default user group to which the task will be assigned.

Document
If a document needs to be created for this workflow, the template ID and template key need to be provided.

Send e-mail
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.

Person fields

In the section, you can indicate which fields on a person entity are mandatory.

Company fields

In the section, you can indicate which fields on a company entity are mandatory.

System settings

The section system settings is divided into two.

Display settings
It can be configured how the search results are displayed in the Client Service Portal.

Document settings
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.


What’s Next

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.

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