Flow Reference

The Financial Services solution uses a main flow and multiple subflows. This section explains what each flow does and how it works.

A DaVinci flow consists of nodes, each of which presents a page to the user, performs a backend action, or launches another flow. These nodes are connected by logical operators, allowing you to construct a user journey such as authenticating with a known device or making a transfer.

The flows included in the Financial Services solution are designed to work together to provide the solution. They require no configuration beyond that described in Configuring flows in DaVinci. However, you can customize these flows to provide additional services to your end users. Learn more in How To Manage Flows in the DaVinci documentation.

The main section of the Financial Services solution contains the following flows:

OOTB - Financial Services - Main Flow: This flow is the beginning of the financial services process. It’s meant to be invoked directly.
OOTB - Financial Services - Account Settings Subflow: This flow lets users update their account settings.
OOTB - Financial Services - Agreement (ToS) - Subflow: This flow lets users read and agree to any agreements required by the environment.
OOTB - Financial Services - Change Password - Subflow: This flow lets users change their password.
OOTB - Financial Services - Device Authentication - Subflow: This flow lets users authenticate using a known device.
OOTB - Financial Services - Device Registration - Subflow: This flow lets users register a new device.
OOTB - Financial Services - Magic Link Authentication - Subflow: This flow lets users authenticate using a magic link.
OOTB - Financial Services - Make Payment Subflow: This flow lets users make a payment.
OOTB - Financial Services - Make Transfer Subflow: This flow lets users make a transfer.
OOTB - Financial Services - Manage Account Subflow: This flow lets users manage their account.
OOTB - Financial Services - Privacy Settings Subflow: This flow lets users update their privacy settings.
OOTB - Financial Services - SignOn - Subflow: This flow lets users sign on.
OOTB - Financial Services - Threat Detection - Subflow: This flow uses PingOne Protect to perform a threat assessment of the user.
OOTB - Financial Services - Transfer Approval via Email - Subflow: This flow lets users provide approval for transfers or payments through a known email.
OOTB - Financial Services - Verify Email - Subflow: This flow lets users verify their email address using PingOne SSO.