Workflow Blueprints
Business process, job queue, automation, and pipeline blueprints.
| Blueprint | Description | Version |
|---|---|---|
| Account Opening | Investment account opening workflow with product selection, risk profiling, terms acceptance, funding instructions, and compliance review | 1.0.0 |
| Advisor Onboarding | Registration and onboarding process for independent financial advisors with CID approval and mandate signing | 1.0.0 |
| Approval Chain | Multi-level approval workflow with sequential/parallel approvers, delegation, auto-approve rules, timeout escalation, and audit history. | 1.0.0 |
| Automation Rules | Event-driven automation engine that triggers actions based on record lifecycle events, field changes, time-based schedules, incoming messages, and external webhooks with condition filtering. | 1.0.0 |
| Bulk Operations | Batch update, delete, and export operations for large record sets with progress tracking, atomic or best-effort execution, and error logging. | 1.0.0 |
| Client Onboarding | Multi-step process for new clients to complete personal, contact, address, and employment details before account opening | 1.0.0 |
| Cost Based Route Optimization | Configure per-vehicle cost models (fixed, per-hour travel, per-kilometre, per-task-hour) and minimize total fleet cost as the secondary objective after maximising task assignment. | 1.0.0 |
| Customer App Flow | Customer (rider)-facing flow for requesting, tracking, and canceling rides through the public API. | 1.0.0 |
| Dispatch Driver Assignment | Assign drivers and vehicles to orders, manage dispatch queue, and handle driver acceptance or rejection | 1.0.0 |
| Distance Matrix Calculation | Build a travel-time and distance matrix between all locations by querying a routing engine or accepting pre-supplied matrices. Underpins all cost evaluations and ETA calculations. | 1.0.0 |
| Driver App Flow | Driver mobile app interactions — authentication, order accept/reject, activity updates, and trip completion through the public API. | 1.0.0 |
| Driver Assignment Dispatch | Assign a driver to an order and dispatch the order to that driver, supporting both manual assignment and proximity-based adhoc dispatch. | 1.0.0 |
| Driver Profile | Manage driver profiles, license information, availability status, and hours-of-service compliance | 1.0.0 |
| Driver Shift Break Constraints | Enforce driver working-hours limits and mandatory rest breaks within routes. Each vehicle has a shift time window and breaks with their own time windows and durations. | 1.0.0 |
| Driver Shift Management | Manage driver availability through online/offline status toggling, controlling whether a driver appears as available for order dispatch and location tracking. | 1.0.0 |
| Driver Shift Scheduling | Schedule and manage driver work shifts, availability windows, and hours-of-service compliance | 1.0.0 |
| Driver Vehicle Assignment | Assign drivers to fleet vehicles for defined periods, maintain a full assignment history, and enforce constraints preventing double-assignment and unauthorised transfers. | 1.0.0 |
| Expense Approval Workflow | Employee expense submission and approval workflow with multi-level authorization, reimbursement tracking, accounting journal entry generation, and payment processing. | 1.0.0 |
| Field Incident Reporting | Allow drivers and fleet staff to report field issues and incidents against vehicles, orders, or locations | 1.0.0 |
| Fleet Scheduled Reports | Generate, schedule, and distribute fleet tracking reports covering trips, stops, route history, events, geofence activity, device summaries, and fuel consumption, with on-demand and automated perio… | 1.0.0 |
| Fuel Log | Record fuel fill-up events for fleet vehicles capturing date, odometer, quantity, cost, and station details; each entry updates the vehicle’s last known odometer. | 1.0.0 |
| Ifa Portal | Independent Financial Advisor portal for client management, onboarding assistance, client-view impersonation, messaging, product suggestions, and lead referral handling | 1.0.0 |
| Lua Scripting | Server-side Lua script execution providing atomic operations, programmatic logic, and access to all Redis commands within a single round-trip | 1.0.0 |
| Maintenance Reminders | Define maintenance tasks that trigger notifications when a tracked vehicle crosses a configured odometer, engine hours, or time threshold, with automatic repeat reminders at regular intervals for o… | 1.0.0 |
| Multi Exec Transactions | Atomic multi-command execution with optional optimistic locking via WATCH; commands queued and executed sequentially without interruption | 1.0.0 |
| Multi Vehicle Route Optimization | Distribute tasks across a heterogeneous fleet, building one ordered route per vehicle that collectively covers all assignable tasks while minimising total fleet cost. | 1.0.0 |
| Odometer Tracking Workflow | Maintain a complete, validated history of odometer readings for each vehicle, detecting rollbacks and anomalous jumps, with an approval workflow for corrections. | 1.0.0 |
| Order Lifecycle | End-to-end delivery order lifecycle management from creation through completion or cancellation | 1.0.0 |
| Order Sla Eta | Track estimated time of arrival and service level agreement compliance per delivery order | 1.0.0 |
| Order Trip State Machine | Configurable state machine that controls how an order advances through its activity flow, with support for custom order types, waypoint-level states, and proof-of-delivery gates. | 1.0.0 |
| Payload Job Queue | Built-in job queue with tasks, workflows, cron scheduling, retry with backoff, concurrency control, and sub-task orchestration | 1.0.0 |
| Pickup Delivery Pairing | Link a pickup and delivery stop as a paired shipment served by the same vehicle with pickup before delivery. Supports multidimensional load amounts and independent time windows per stop. | 1.0.0 |
| Priority Urgency Weighting | Assign an integer priority weight (0-100) to tasks so the optimizer preferentially assigns high-priority tasks first. Priority maximisation takes lexicographic precedence over cost minimisation. | 1.0.0 |
| Proof Of Delivery Workflow | Capture digital proof of delivery including signature, photo, and notes at delivery completion | 1.0.0 |
| Purchase Agreements | Purchase agreement management supporting blanket orders and calls for tender with vendor selection, purchase order generation, and supplier catalog synchronization. | 1.0.0 |
| Purchase Order Lifecycle | Purchase order lifecycle from draft through receipt and billing to completion, with supplier validation, material request tracking, warehouse bin updates, and over-receipt tolerance enforcement. | 1.0.0 |
| Quotation Order Management | Sales quotation-to-order lifecycle including quote creation, PDF generation, portal sharing, digital signature, prepayment, order confirmation, and invoicing. | 1.0.0 |
| Report Generation | Scheduled and on-demand report generation with PDF, Excel, and CSV output, background processing, caching, email delivery, and cron scheduling. | 1.0.0 |
| Ride Request Lifecycle | End-to-end lifecycle of a ride request from creation through dispatch, pickup, and completion or cancellation. | 1.0.0 |
| Route Planning | Plan multi-stop delivery routes with ordered waypoints, route optimization, and distance/time estimation | 1.0.0 |
| Routing Profile Selection | Associate each vehicle with a named routing profile (car, truck, hgv, bike) so travel time and distance matrices use road network rules appropriate for that vehicle class. | 1.0.0 |
| Sales Order Lifecycle | Sales order lifecycle from draft through delivery and billing to completion, with credit limits, blanket orders, stock reservation, and auto-status. | 1.0.0 |
| Scheduled Maintenance | Define recurring maintenance schedules for vehicles based on calendar intervals or odometer milestones, track due dates, trigger work orders, and record completion to advance the schedule. | 1.0.0 |
| Scheduling Calendar | Calendar event management with bookings, availability tracking, recurring events (RRULE), conflict detection, timezone-aware storage, and configurable time slot granularity. | 1.0.0 |
| Service Area Management | Define and manage geographic service areas and zones that control where fleet operations are permitted | 1.0.0 |
| Skill Based Assignment | Restrict which vehicles may serve which tasks by tagging each task with required skills and each vehicle with held skills. A vehicle may only serve a task if it holds every required skill. | 1.0.0 |
| State Machine | Generic state machine engine with named states, guarded transitions, entry/exit actions, history tracking, and lifecycle validation rules. | 1.0.0 |
| Stop Detection | Detect and record periods when a vehicle is stationary, capturing stop location, start time, end time, and duration, to support idle time analysis, delivery dwell time reporting, and route compliance. | 1.0.0 |
| Stop Eta Calculation | Compute estimated arrival time and cumulative metrics for every route step (jobs, breaks, depots). Supports automatic ETA during solving and ETA-selection for provided route plans. | 1.0.0 |
| Support Tickets Sla | Support ticket management with SLA tracking, priority-based response/resolution deadlines, working hours calculation with holiday exclusions, and warranty claim handling. | 1.0.0 |
| Task Management | Task lifecycle management with kanban board, subtask hierarchies, dependency tracking, priority-based scheduling, and workload balancing across assignees. | 1.0.0 |
| Time Window Constraints | Restrict when tasks may be serviced by associating time windows with jobs and vehicles. Optimizer schedules service within valid windows, inserting waiting time where necessary. | 1.0.0 |
| Trip Detection | Automatically detect the start and end of vehicle trips by monitoring movement patterns across consecutive position records, applying configurable distance and duration thresholds to filter noise, … | 1.0.0 |
| Tyre Lifecycle | Track tyre fitment, rotation, tread depth assessments, and replacement across the fleet with a per-position history and automated low-tread warnings. | 1.0.0 |
| Vehicle Capacity Constraints | Model multidimensional load limits (weight, volume, items) for vehicles and ensure cumulative load never exceeds capacity at any point in the route. | 1.0.0 |
| Vehicle Checkout | Manage vehicle check-out and check-in workflows including condition verification, mileage tracking, and responsibility handoff | 1.0.0 |
| Vehicle Disposal | Manage end-of-life decommissioning of fleet vehicles through inspection, management approval, method selection (sale, auction, scrap, trade-in), disposal value recording, and final asset closure. | 1.0.0 |
| Vehicle Documents | Store, categorise, and manage fleet vehicle documents — permits, roadworthiness certificates, registration papers, inspection reports, photos — with expiry tracking and renewal reminders. | 1.0.0 |
| Vehicle Expense Tracking | Record and categorise all costs attributable to individual fleet vehicles — fuel, maintenance, insurance, tolls, fines, and depreciation — and generate per-vehicle cost reports with budget variance. | 1.0.0 |
| Vehicle Fleet Registry | Register and manage fleet vehicles, track availability, maintenance status, and telematics data | 1.0.0 |
| Vehicle Incident Log | Record vehicle accidents, breakdowns, and operational incidents with damage assessment, third-party details, injury reporting, police report linkage, and insurance claim lifecycle management. | 1.0.0 |
| Vehicle Maintenance Log | Record completed maintenance and service events for a vehicle including work performed, parts consumed, labour cost, technician details, and the next scheduled service. | 1.0.0 |
| Vrp Solving | Solve a vehicle routing problem given jobs and vehicles, returning optimised routes that minimise total cost while satisfying all constraints. | 1.0.0 |
| Workshop Directory | Maintain a registry of approved external workshops and service providers for fleet maintenance, including contact details, service specialisations, pricing, performance ratings, and contract status. | 1.0.0 |