Skip to main content

Workflows

The Workflows section of the XY Web App provides integration points between the web interface and the broader XY workflow orchestration system. While detailed workflow creation and management happens through the workflow builder, the web app serves as a control center for workflow-related activities.

Workflow Integration Points​

Agent-Triggered Workflows​

Claims Processing Workflows

  • Initiated when documents are uploaded through the Claims queue
  • Triggered by the Claims Management Agent for denial processing
  • Real-time status updates visible in the web app interface
  • Human-in-the-loop touchpoints for review and approval

Document Processing Workflows

  • Started when files are uploaded through the Files section
  • Coordinated by the Data Entry & Transcription Agent
  • OCR processing, data extraction, and indexing workflows
  • Integration with downstream systems for data placement

Integration Synchronization Workflows

  • Background workflows maintaining integration health
  • Data synchronization between EHRs and XY platform
  • Scheduled workflows for eligibility verification and claims status updates
  • Error handling and retry logic for failed integration operations

Web App Workflow Controls​

Upload and Trigger

  • File upload interfaces that automatically initiate processing workflows
  • PDF claims processing with workflow orchestration
  • Invoice processing with automated data extraction workflows
  • Document categorization and routing workflows

Status Monitoring

  • Real-time workflow status displayed throughout the interface
  • Progress indicators for multi-step workflow processes
  • Error notifications and resolution pathways
  • Completion confirmations and result summaries

Human-in-the-Loop Integration

  • Queue interfaces for workflow pause points requiring human review
  • Approval and rejection workflows with feedback capture
  • Exception handling workflows for edge cases
  • Quality assurance touchpoints in automated processes

Workflow Triggers from Web App​

File Upload Workflows​

Claims Processing

  1. User uploads PDF claim document
  2. Web app triggers claims processing workflow
  3. Workflow performs OCR and data extraction
  4. Claims data is validated and structured
  5. Integration workflows update EHR/billing systems
  6. Status updates are displayed in real-time in the web app

Invoice Processing

  1. Invoice file uploaded through Files section
  2. Data Entry & Transcription Agent workflow initiated
  3. Document parsing and data extraction
  4. Validation against business rules
  5. Integration with accounting or billing systems
  6. Queue creation for any manual review requirements

Agent Configuration Workflows​

Agent Deployment

  • Web app agent activation triggers deployment workflows
  • Configuration validation and testing workflows
  • Integration connectivity verification workflows
  • Agent health monitoring and alerting setup workflows

Integration Setup

  • New integration configuration initiates setup workflows
  • Credential validation and connection testing workflows
  • Data synchronization initialization workflows
  • Ongoing monitoring and maintenance workflow deployment

Real-time Workflow Status​

Status Indicators​

The web app displays workflow status through several indicators:

Processing States

  • 🔄 Uploading: Initial file processing and workflow initiation
  • ⚡ In Progress: Active workflow execution with step-by-step progress
  • ✅ Completed: Successful workflow completion with results summary
  • ❌ Failed: Workflow errors requiring attention or retry
  • ⏸️ Paused: Human-in-the-loop review points

Progress Tracking

  • Visual progress bars for multi-step workflows
  • Estimated completion times for running workflows
  • Step-by-step breakdown of workflow progress
  • Real-time log streaming for detailed monitoring

Notification Integration​

Workflow Alerts

  • Push notifications for workflow completion
  • Email alerts for workflows requiring attention
  • In-app notifications for status changes
  • Dashboard widgets showing workflow summary metrics

Workflow Data Integration​

Context Passing​

User Context

  • Web app user information passed to workflow context
  • Workspace configuration inherited by triggered workflows
  • User permissions applied to workflow execution
  • Audit trails connecting web app actions to workflow results

Document Context

  • File metadata and processing history passed to workflows
  • Integration context for system-specific processing
  • Agent configuration applied to document processing workflows
  • Quality assurance parameters based on document type and source

Results Integration​

Workflow Outputs

  • Structured data returned from workflow execution displayed in web app
  • File processing results integrated into Files interface
  • Claims processing results updated in Claims queues
  • Integration synchronization results reflected in connection status

Error Handling

  • Workflow errors surfaced as actionable items in web app
  • Retry mechanisms accessible through web interface
  • Error logs and diagnostic information available for troubleshooting
  • Escalation pathways for complex workflow failures

Best Practices​

Workflow Monitoring​

  • Regular Status Review: Check workflow status indicators regularly
  • Error Resolution: Address failed workflows promptly to prevent backlog
  • Performance Monitoring: Review workflow completion times and optimize as needed
  • Queue Management: Monitor human-in-the-loop queues for timely review

Integration Management​

  • Workflow Testing: Test new integrations with sample data before full deployment
  • Staged Rollout: Deploy new workflows incrementally to minimize disruption
  • Documentation: Maintain documentation for custom workflow integrations
  • Monitoring: Set up appropriate alerts for critical workflow processes