Ad-Hoc Process Runs
Trigger processes directly from customer profiles.

You can now trigger processes directly from the customer profile as ad-hoc runs; for example, to launch an additional risk assessment or request extra documents. These on-demand runs use your existing process definitions and logic, so you don’t need to duplicate or modify the primary onboarding flow to complete follow-up tasks.
Initiating a run from the profile lets teams act at any point in the customer lifecycle, whether during onboarding, a periodic review, or an investigation. Because the process is the same one you already maintain, outcomes and required inputs remain consistent with your current configuration.
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