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feat(workflows): introduce EU KYB demo flow and associated functionality
- Implement demo workflow for EU KYB completion process - Add UI definitions for various steps including company, address, and documents - Establish validation rules and data handling for user submissions
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-4
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30 files changed

+4095
-4
lines changed

apps/backoffice-v2/src/lib/blocks/hooks/useAISummaryBlock/useAISummaryBlock.tsx

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@@ -737,6 +737,7 @@ export const useAISummaryBlock = ({
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actions,
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modelInfo = defaultModelInfo,
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useAdvancedAI = true, // Feature flag to toggle between simple/advanced versions
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isEnabled = true,
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}: {
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isDemoAccount: boolean;
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sections?: Section[];
@@ -748,8 +749,9 @@ export const useAISummaryBlock = ({
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}>;
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modelInfo?: AIModelInfo;
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useAdvancedAI?: boolean; // Feature flag parameter
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isEnabled?: boolean;
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}) => {
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if (!isDemoAccount) {
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if (!isDemoAccount || !isEnabled) {
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return [];
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}
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apps/backoffice-v2/src/lib/blocks/hooks/useUbosRegistryProvidedBlock/useUbosRegistryProvidedBlock.tsx

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@@ -134,7 +134,7 @@ export const useUbosRegistryProvidedBlock = ({
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.addBlock()
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.addCell({
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type: 'heading',
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value: 'UBOs',
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value: 'Corporate Structure',
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})
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.addCell({
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type: 'subheading',

apps/backoffice-v2/src/lib/blocks/variants/DefaultBlocks/hooks/useDefaultBlocksLogic/useDefaultBlocksLogic.tsx

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@@ -632,6 +632,7 @@ export const useDefaultBlocksLogic = () => {
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const aiSummaryBlock = useAISummaryBlock({
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isDemoAccount: customer?.config?.isDemoAccount ?? false,
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isEnabled: !workflow?.workflowDefinition?.config?.disableAiSummary,
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});
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const allBlocks = useMemo(() => {

apps/backoffice-v2/src/pages/Entity/components/Case/components/CaseOverview/CaseOverview.tsx

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@@ -76,7 +76,7 @@ export const CaseOverview = ({ processes }: { processes: string[] }) => {
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{workflow?.workflowDefinition?.config?.isDocumentTrackerEnabled && (
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<DocumentTracker workflowId={workflow?.id} />
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)}
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{isDemoOnly && (
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{isDemoOnly && !workflow?.workflowDefinition?.config?.disableVideoGuide && (
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<CaseVideoGuide
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title="Onboarding Introduction"
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description="Learn about Ballerine complete onboarding and underwriting capabilities"

packages/common/src/schemas/documents/workflow/config-schema.ts

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@@ -86,6 +86,8 @@ export const WorkflowConfigSchema = Type.Object({
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isMerchantMonitoringEnabled: Type.Optional(Type.Boolean()),
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isOngoingMonitoringEnabled: Type.Optional(Type.Boolean()),
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isCollectionFlowPageRevisionEnabled: Type.Optional(Type.Boolean()),
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disableVideoGuide: Type.Optional(Type.Boolean()),
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disableAiSummary: Type.Optional(Type.Boolean()),
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});
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export type TWorkflowConfig = Static<typeof WorkflowConfigSchema>;

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