Configure journeys

Once you create a journey in GBG GO, you need to configure it by adding modules, defining rules, and setting conditions to control the workflow.

A journey consists of:

• Start node – The entry point of the journey, labeled “Start of journey”.
• Modules – The verification steps a customer goes through.
• End node – The final step of the journey, labeled “End of journey”.

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Edit the journey name

Give your journey a clear name to make it easier to manage multiple workflows in GBG GO. By default, new journeys are named “Journey Name”, which might make them hard to identify later.

To rename a journey:

Follow these steps to rename a journey:

1. Click the Journey Name at the top of the editor.
2. Enter a meaningful name that reflects the journey’s purpose (e.g., “KYC Verification - New Customers”).
3. Click outside the name field to save it.

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Add modules

Modules define what happens at each stage of the journey. Each module performs a specific function, such as identity verification, fraud detection, or decision-making.

To find modules, you can either select the “Processing” category that will open up a long list of modules and variants, or you can use the search bar to search directly for modules and variants.

Follow these steps to add a module:

1. Go to Browse and add modules in the left sidebar.

2. Use the search bar to find a module by:

   • Module name (e.g., “Data Verification”)
   • Capability (e.g., “Age Verification”)

3. Click the module that you want to add.
   

4. Click Add to journey to insert it into your workflow.

   Your newly added module would fall in-between the Start node and the End node:

5. To add more modules to the journey, click the ”+” sign in the journey.

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Configure modules

Once a module is added, it needs to be configured to function correctly. Each module has unique configuration settings. Some require input data, while others rely on predefined conditions to determine the next steps.

To configure a module:

1. Click the module inside the journey editor.
2. Review the module’s available settings and options.
3. Modify the required fields (e.g., label, variants, outcomes).
4. Click “Configure outcomes” to define outcomes (what happens if a user passes or fails this step?)

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What’s next?

After configuring your journey, the next step is to define decision logic and publishing options.

• Set up routing – Define conditions that change a journey’s path.
• Set up evaluation – Add decision points like accept, reject, or manual review.
• Publish journeys – Deploy your journey for testing or production.