Tutorial: Build a credit card application

Learn FlowX.AI by building a complete credit card request flow with forms, integrations, and notifications.

In this tutorial, you’ll build a credit card application process from scratch. By the end, you’ll understand how to:

• Design a BPMN process with multiple node types
• Create user-facing forms
• Integrate with external systems
• Handle branching logic based on business rules
• Send notifications

Time required: 30-45 minutes

Prerequisites:

• Access to FlowX Designer
• A workspace and project set up (create one here)

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What you’ll build

A customer requests a new credit card through a bank app. The process:

1. Collects personal information
2. Checks credit score automatically
3. Assigns a card type based on the score
4. Sends confirmation email
5. Lets the user pick a branch for card pickup

Here’s the complete BPMN diagram:

Download this process

Import this BPMN file to follow along or explore the finished result.

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Step 1: Create the process

1. Open your project

   Navigate to FlowX Designer → your workspace → your project.

2. Create a new process

   Click New → Process. Name it credit-card-request.

3. Add a Start Event

   Drag a Start Event node onto the canvas. This is where the process begins when a customer opens the credit card application.

Learn more about processes

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Step 2: Collect user data (User Task)

The first step is collecting the customer’s personal information.

1. Add a User Task

   Drag a User Task node after the Start Event. Name it Fill Personal Data.

2. Design the form

   In the node settings, open the UI Designer. Add form fields:

   • Full name (text input)
   • Email (text input with email validation)
   • Date of birth (date picker)
   • Annual income (number input)
3. Configure the data model

   Map each field to a key in your data model:

   • application.fullName
   • application.email
   • application.dateOfBirth
   • application.annualIncome

Learn more about User Tasks

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Step 3: Check credit score (Service Task)

Now we’ll call an external credit scoring service automatically.

1. Add a Send Message Task

   This sends the customer data to your credit score adapter.

   Configure the Kafka topic to send to your credit scoring integration.

2. Add a Receive Message Task

   This waits for the credit score response.

   Map the response to application.creditScore.

Don’t have a credit score service? For testing, use a Business Rule node to simulate a score based on annual income.

Learn more about integrations

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Step 4: Branch based on credit score (Exclusive Gateway)

Different credit scores qualify for different card types.

1. Add an Exclusive Gateway

   This creates a decision point based on the credit score.

2. Configure branch conditions

   • Branch 1: application.creditScore >= 700 → Premium card
   • Branch 2: application.creditScore >= 500 → Standard card
   • Branch 3: Default → Basic card
3. Add Service Tasks for each branch

   Each branch sets the card type:

   output.put("application.cardType", "PREMIUM");
   
4. Add a Closing Gateway

   Merge the branches back together after the card type is set.

Learn more about Gateways

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Step 5: Show results and confirm (User Task)

Let the customer review their card type and confirm.

1. Add a User Task

   Name it Review and Confirm.

2. Design the confirmation screen

   Display the assigned card type and benefits. Add a Confirm button.

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Step 6: Send notification and register (Parallel Gateway)

After confirmation, two things happen simultaneously:

1. Add a Parallel Gateway

   This splits the flow into parallel branches.

2. Branch 1: Send confirmation email

   Add a Send Message Task that triggers the notification plugin.

   Configure email template with customer name and card type.

3. Branch 2: Register in bank system

   Add a Send Message Task to your bank system adapter.

   This creates the card request in your core banking system.

4. Add a Closing Parallel Gateway

   Wait for both branches to complete before continuing.

Learn more about Notifications

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Step 7: Select pickup location (User Task)

Let the customer choose where to pick up their card.

1. Add a Service Task to fetch locations

   Call an API (like Google Maps) to get nearby branches based on customer address.

2. Add a User Task

   Display the top 3 branches as selectable options.

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Step 8: End the process

1. Add a Receive Message Task

   This waits for confirmation that the customer picked up the card (from branch system).

2. Add an End Event

   The process completes.

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Test your process

1. Save and validate

   Click Save. Fix any validation errors shown.

2. Start a process instance

   Click Run to start a new instance. Fill in the forms and watch the process flow.

3. Check the token

   Use the Process Instance view to see where the token is and inspect data at each step.

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What you learned

You’ve built a complete process that demonstrates:

Concept	How you used it
User Tasks	Collecting data, showing confirmations
Service Tasks	Calling external APIs, setting data
Exclusive Gateway	Branching based on credit score
Parallel Gateway	Running email + registration simultaneously
Integrations	Credit score check, bank system, notifications

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Next steps

UI components

Learn all available form and display components

Business rules

Add complex logic with DMN or scripts

Error handling

Handle failures gracefully

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