Getting Started

Flow Builder lets you create visual decision flows for compliance policies. Follow these 4 steps to get up and running.

How it works

Scope parameters (country, state, company...) determine which policy is selected. Each policy has its own visual flow of questions and conditions that produce a final decision.

You can have multiple policies with different scopes. When a user runs the demo, the engine automatically picks the best matching policy and executes its flow.

Parameters Questions Policy + Builder Demo
1

Define Parameters

Go to Parameters

Create the scope fields that will filter which policy applies. For example: country, state, city, companyId. These parameters define the "context" in which a policy is selected.

Ex: country=BR, state=SP means this policy only applies to Brazil/SP.

2

Create Questions

Go to Questions

Build a question bank. Each question has a type (boolean, select, text, number) and will be used inside policy flows as steps the user must answer.

Ex: "Did the driver work?" (boolean), "Vehicle condition?" (select: Good/Fair/Poor).

3

Build Policies & Visual Flow

Go to Policies

A policy combines a scope (filter), questions (steps), and decision rules. After creating a policy, click the "Builder" button to open the visual flow editor where you drag & drop nodes.

Ex: Policy "Uber Release BR/SP" with scope country=BR, state=SP. Click the "Builder" button to design the flow visually.

4

Test with Demo

Go to Demo

Enter context values (country, state, etc.) and the engine automatically finds the best matching policy. Then answer the questions and see the decision result (ALLOW/BLOCK/REVIEW).

Ex: Enter country=BR, state=SP. The engine selects the matching policy and runs its questionnaire.

About the Visual Builder

The builder (accessible from Policies → Builder button) has two views:

  • Visual tab — Drag-and-drop React Flow editor with 4 node types:
    • Filter — Shows the policy scope (country, state...)
    • Question — A step the user must answer
    • Condition — Evaluates an answer (true/false branches)
    • End — Final decision (ALLOW / BLOCK / REVIEW)
  • Table tab — Read-only tabular summary of scope, steps, and rules

In the left panel you can add nodes and inspect/edit properties of the selected node. Click Save Changes when done.

Start BuildingTry the Demo