Administrators: Data Views, Data Entity Types, and Configuration

Data Views are sections of information that are used in a process to show details and collect information for a workflow. Data Views are created before defining Process Templates so they are available when defining templates. Data Views include Summary views and Data Cards.

A Summary view provides a quick view of a process. Data Cards include data points for collecting data such as a credit score, loan amount, and rate. Data points can also be used to collect documents such as an Application, Flood Report, and Credit Analysis Report. A library of Data Views can be created and used for process templates as needed.

A user must have administrator rights to create Data Views.