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Using PassFort

Set up decision reasons

From the Policy Builder tab, you can create standardized lists of reasons that can be used to approve, reject, or cancel applications. Using these standardized lists allows you to track trends in application lifecycles and take action based on these trends.

Once you've created a list of reasons, you can apply them to individual products. You can continue to add additional or disable existing reasons for selection so that you can react to changes in trends or new data points that need to be captured in future application decisions.

In order to make these reasons available for other users to select and apply to applications, resolve any errors and publish your new policy.

If you require PassFort's support to configure decision reasons for you, they'll need the following information for each decision reason:

  • Name of the decision reason

  • A description of the reason

  • The desired developer name which will be its unique identifier. If this is not provided, the developer name can be automatically generated.

  • What products to enable the reason for

  • The type of decision reason. It can be an approval reason, rejection, or cancellation reason.

Creating a list of decision reasons

Make sure that you have permissions to create decision reasons.

From the Portal, use the following steps to create a new decision reason.

  1. Log in to the PassFort Portal and go to Policy Builder> Decision reasons.

  2. Select the Add_icon icon next to the Search bar.

  3. In the New decision reason dialog box, enter a meaningful name for your decision reason.

  4. Choose whether or not to automatically create the developer name that is used as a unique identifier for the decision reason. If you integrate with PassFort's API, you will need the developer name to access the value of a decision reason.

    1. If you deselect Generate developer name automatically, the Developer name field appears.

    2. Enter a name for your unique decision reason identifier. This name can't be edited once the reason has been created.

  5. Add a description for the decision reason.

  6. Click the Create button to add your decision reason to the list of reasons that can be applied to a product application.

After creating a new reason, you can click on the decision reason and edit the decision reason name and the description fields when needed. You can also deactivate the decision reason, but only when it is not assigned to a product.

Enabling decision reasons

After you have created a decision reason, you will need to enable the reasons to make them visible to users or teams who are approving, rejecting, or canceling applications.

  1. Log into the PassFort Portal and go to Policy Builder > Products.

  2. Click on an existing product or add a new one.

  3. Under Decision reasons, select Enable approval reasons to allow users to select from the standardized list of reasons when approving an application.

  4. Select the reasons you want users to assign to applications.

  5. Re-order them as needed by using the Grab bar_icon icon and dragging them into the correct order. The order shown here is the order that users will see them in when choosing an outcome for an application.

  6. If needed, select Enable rejection/cancellation reasons and repeat steps 4 and 5. These reasons will be used to reject or cancel an application.

    Enable approval reasons
  7. Enable and add reasons for other products.

After creating and enabling decision reasons, you will need to publish the changes you have made to your policy in order for these changes to take effect.

Once you have set up your decision reasons, they can then be applied to application outcomes.