Journey Manager Overview

   Journey Manager (JM) Previously known as Transact Manager (TM). |   System Manager / DevOps |  v5.1 & Higher This feature is related to v5.1 and higher.

Journey Manager is the heart of the Journey platform. It is a system of engagement, purpose-built to manage customer journeys for account opening, onboardingThe steps required to get a new customer integrated into a new program. These steps may vary business to business. and account servicing.

Manager productizes the technology needed for a best-in-class digital sales experience in a pre-built platform. This experience enables financial and government institutions, large or small, to create their user journeys without having to engineer complex features such as security, data capture, resiliency, convenience, and integration.

Manager is a complex software system, consisting of many interconnected components. It's designed to:

Manager provides the following core capabilities:

  • Form hosting - multiple forms can be hosted centrally and be made accessible to applicants by embedding links to the forms into organization's web pages or by using form search engines. You can also manage forms and process submissions made by users.
  • Data pre-population - users can quickly complete forms that are pre-populated with their information, which comes from one or more user's profiles or organization provided data retrieved via web services or APIs.
  • Receipts - users are provided with an electronic receipt that includes the submitted form, payment and submission information. Receipts can be viewed online, emailed, or downloaded and then printed.
  • Payments - if a submission needs to be accompanied by a payment, Manager can be configured to read the correct payment amount from the form and process the payment using a secure credit card payment process.
  • Supporting documentation - submissions can be supported by additional documents that may be uploaded electronically or submitted in paper form. Business logic in the forms can be applied to supporting documents.
  • Submission delivery - completed submissions can be delivered by email to one or more user's addresses. The delivery process can be configured separately for each form.
  • Form configuration and version control - forms provide fine-grained control over behavior, including form properties, form metadata, and custom rendering orchestrations. Forms also support version control enabling parallel development and multiple versions of the same form, so you can promote forms from development, to test, and finally production on separate servers.
  • Task assignment - creates a task for a user or a group of users to work with forms to complete, review or reject then.
  • Submission tracking - all submissions can be tracked from form download to submission delivery. Customer support can view forms and attachments to provide user assistance during the submission process.
  • Reports - provides multiple charts and standard reports for reporting on submissions. Additional reports can be configured using advanced reporting modules. Reports can be displayed on a screen or can be automatically sent out via email.

The diagram below outlines the main components, with the submission delivery, transaction workflow and services being of the high significance.

Manager provides a well-defined structure to enable authenticated (staff) and anonymous (applicants) users' interaction with forms. An organization sits at the top of that structure, followed by form spaces and finally forms. A client can have multiple organizations, which each organization using several form spaces. Each form space can provide access to different forms and a form itself can be associated with several form spaces.

Manager is a secure system that allows you to enable fine grained user access to forms by using preconfigured security managersSecurity managers are the Journey Manager's components that are responsible for User Authentication, User Authorization, User Self-Registration, and Session Management. Security mangers are designed to handle various sets of users requiring access to different form spaces and can be associated with one or more form spaces. Users can be external or internal, and they can require access to form spaces or a combination of form spaces and modules in different environments. You can find security managers under Security > Security Managers. or and customized groups and roles. The platform developers or system admins can have dedicated access to configure, maintain and manage your Manager environment. Staff and applicants can access forms directly or indirectly through Journey Workspaces.

Manager provides rich and fine grained framework for developing, testing and deploying services that implement client's business logic, interact with FinTech services and external systems. Manager comes with many preconfigured core services, covering most of common client's requirements, but you can easily create new services using Transact Fluent API and Transact functions as they are based on the standard Groovy framework.

Manager includes pre-built connectors for best in class services such as fraud detection, ID verification, digital signatures, and over 30 different connection partners. The integration has already been done, so each connector can be added to the user experience as needed when designing the application.

Every user interaction with a form is a transaction that is created and managed in Manager using the submission delivery mechanism. You have a wide of range of tools to view and manage these transactions. Manager comes with analysis tools including Insights to drill down to transactions, analyze user tends so you can make an educated decision how to improve a customer journey.

Manager stores all users' transactions in a secure data storage. You can configure how long to keep and when to purge the data by customizing data retention policy. This configuration is important to maintain optimal performance of your server. At any given time, system administrators can check Manager system info and health to see if any additional tuning is required such as adding a new server node.

Manager can be deployed in the cloud environmentCloud computing is shared pools of configurable computer system resources and higher-level services that can be rapidly provisioned with minimal management effort, often over the Internet. Cloud computing relies on sharing of resources to achieve coherence and economies of scale, similar to a public utility., or on-premise depending on customer requirements and available infrastructure.

Next, learn how to create an organization.