Journey Manager Features

   Journey Manager (JM) The transaction engine for the platform. |   System Manager / DevOps |  24.10This feature was updated in 24.10

Journey Manager comes packed with the wide range of features empowering you to create complex customer onboarding and user journey solutions. Below are listed the main product features that now form its core functionality. However, each release of Journey Manager is shipped with greater number of features and bug fixes which you can check at Manager Release Notes.

Forms

Forms for both anonymous and authenticated users.

Global forms to enable multi-tenanted solutions.

Warning

Global Forms functionality has been temporarily disabled while we are reworking this feature.

Form Data

Form data access using the Unified Application Data Document Model and transaction properties.

Form Data Obfuscation.

Maestro form version import defaults, which provides specialized import behavior if a form version archive was created in Maestro.

Form Prefill

Form prefill with user data.

Form Attachments

Document attachments to facilitate user onboarding flows.

Form Save and Resume

Form save and resume so users can get back to complete their onboarding journeys.

Delivery Channels

Form delivery and provisioning.

Data Retention

Automatic data retention and purging to maintain optimal system performance.

Several levels of data retention configurations - the Global Data Retention Configuration, organization, form and service - to refine data purging.

Manual data purging of transactions and collaboration jobs to satisfy various customer requirements.

Management of complex PIIPersonally Identifiable Information (PII) is information about an individual that can be used to distinguish or trace an individual‘s identity, such as name, social security number, date and place of birth, mother‘s maiden name, or biometric records; and any other information that is linked to an individual. In Europe, PII is known as personal data. data and encryption keys.

Services

Services and service connections to 3rd party services.

Fluent services.

Configurable antivirus scanning services for form attachments and internal configuration files.

Quick server configuration update or re-configuration with the Configuration Service that uses a plain configuration file.  |  23.04 This feature was introduced in 23.04

The Database Integrity Checker service and scheduled jobs to validate database integrity periodically and generate a report for any issues in the Manager database that need to be addressed.  |  23.04 This feature was introduced in 23.04

Orphaned Records Auto-deletion with the Database Integrity Checker service and the Database Integrity Checker job to auto-purge invalid orphaned database records.

Service Connections

DocuSign OAuth service connection to connect to DocuSign services using OAuth user authentication.  |  22.10 This feature was introduced in 22.10.

Scheduled Jobs

 

Collaboration Jobs

Collaboration workflows, which you can start in the initial journey flow.

Ability to start a collaboration job earlier in the initial journey flow.

Product bundling orchestration.

Form chaining.

Notifications

Email notifications for various form's events.

Reports

Billing support with fine grain control to allow for setting of a billing flag on transactions.  |  22.10 This feature was introduced in 22.10.

Fine-grained Billing allowing more customizable tracking of the billable aspects of clients onboarding journey through the Fluent API.

Receipts

Receipts and attachment management.

The Receipt Generator service to create receipts using only a form design and a form XML data.

Security

3-rd party libraries with the normal library updates to address security vulnerabilities as well as with some updates to major core technologies, such as Jakarta EE and WildFly.

Security Managers to enable various user authentication and authorization mechanisms, such as Single sign-onSingle sign-on (SSO) is a property of access control of multiple related, yet independent, software systems. With this property, a user logs in with a single ID and password to gain access to any of several related systems., and user identity verification.

The CSRF Protection option to the Workspaces, Workspace and Web-plug spaces.

Multiple groups and permissions to control access to various resources.

Encryption of in-flight data for enhanced security.

Configure an Administrator password for Journey Manager instances during the installation process.

Different authentication methods, such as OAuth or JWTs, for Journey Manager API endpoints.

Manager API endpoints have separate security managers from what is set on the Manager module, so this allows using different authentication methods for your APIs, such as OAuth or JWTs, then what you have configured for users accessing the Journey ManagerHome Dashboard.

Password Expiry using the Local Security Manager with users' password expiration, rotation and notification functionality, which applies to user accounts assigned to form spaces that use the Local Security Manager for access authentication and authorization.

Data type validation for file upload when you create or edit organization reference data object.

Uploads to the Manager UI are virus scanned.

String Header Security configuration on several levels - the Security Manager configuration and the Form Version configuration.

Integration

Integration with systems of records.

Digital signature integration.

Transact Integration Gateway (TIG) provides a light weight on-premise integration module for performing deliveries and proxy calls to internal systems.

System Event Publisher

System Event Publisher to sent server events to external systems.

Event-Based Architecture

Event-Based Architecture to publish various business events to external providers using Apache Kafka.  |  22.10 This feature was introduced in 22.10.

Kafka service connection to establish a connection to Apache Kafka to publish events.

Logs

Error handling, monitoring, and logging for auditability and compliance regulations.

Event Log to capture a broad rage of data types to further analyze and improve system performance and operations.

Server Nodes

Configurable support of server redundancy, quality of service and disaster recovery.

Fluent API

Fluent API allows developers to implement various functionality using Groovy scripts.

Fluent API and REST API to create and updateform space resources.

Core Transact API

 

SDK

Maven SDK.

Transact REST APIs

Optimization and Analytics

Form and process analytics to improve customer journey.

Form testing, including A/B form testing.

Operations (Ops)

Management of in-flight transactions and transient data.

The operations portal can be deployed using the Journey Manager installer.  |  22.10 This feature was introduced in 22.10.

Easy software installation and upgrade with installers available for main operating systems. The installer guides you through the out-of-the-box configuration.

System Issues, such as unresolved system problems that are affecting performance and maintenance, are collected and displayed in the Journey Manager Admin Home Dashboard.

Status Management allows you to create and schedule status change of various entities, such as form spaces, organizations, forms, and form versions.

Enhanced PII Search.

Journey Manager deployments using OpenShiftOpenShift is a family of containerization software products developed by Red Hat. Its flagship product is the OpenShift Container Platform — a hybrid cloud platform as a service built around Linux containers orchestrated and managed by Kubernetes on a foundation of Red Hat Enterprise Linux. containerization.  |  22.10 This feature was introduced in 22.10.

Platform

The latest versions of Open JDK and Wildlfy.

Support for Ubuntu OS, such as Ubuntu 22.04.4 LTS.

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