Automated Field Investigation (FI) Assignment

This workflow automates FI dispatch for loan applications by:

Accepting loan IDs + borrower addresses over REST
Geocoding the address into precise coordinates and a shareable map link
Fetching the next available field agent
Sending the agent a WhatsApp brief with all details
Updating the loan record with the assignment outcome

Operations teams get a deterministic, auditable FI pipeline instead of ad hoc assignments.

Previous State

Loan team receives an FI request → copies the address into Google Maps → finds an agent manually → shares details over chat → updates the loan record hours later.

The result: delays, inconsistent communication, and zero traceability.

Target State

REST API trigger receives loan_id and applicant_address
Google Maps node geocodes the address
Query Data fetches active field agents
WhatsApp node dispatches the FI assignment instantly
Update Data marks fi_status = "Assigned" with agent details
Return State confirms success with a standard payload

Loan disbursal never waits for manual FI assignment again.

Workflow Breakdown

1. REST API Trigger

Purpose: Start the workflow whenever an FI is requested for a loan.
Inputs:
- loan_id (string)
- applicant_address (string)
Output: Structured payload ready for downstream nodes.

2. Google Maps (Geocode Address)

Input: {{rest-api-trigger.input.applicant_address}}
Purpose: Convert the borrower’s address into precise coordinates and a map link.
Outputs:
- latitude
- longitude
- formatted_address
- map_url

This ensures the field agent receives verified location data.

3. Query Data (Fetch Active Agents)

Collection: Field_Agents (or your equivalent)
Filter: status == "active"
Limit: 1 (simple version picks the first active agent; can be extended to nearest agent logic)
Purpose: Retrieve the agent profile that will handle this FI.
Output: Array with agent contact info, e.g., phone, name, region.

4. Send WhatsApp (Notify Agent)

To: {{query-data.output.records[0].phone}}
Message template:

New FI Task Assigned
Loan ID: {{rest-api-trigger.input.loan_id}}
Address: {{google-maps.output.formatted_address}}
Map: {{google-maps.output.map_url}}

Purpose: Deliver a complete briefing (loan ID + address + map link) to the assigned agent over WhatsApp.
Output: Delivery status, message ID, timestamp.

5. Update Data (Loan Record)

Collection: Loans (or equivalent)
Selector: loan_id == {{rest-api-trigger.input.loan_id}}
Updates:
- fi_status = "Assigned"
- fi_agent = {{query-data.output.records[0].name}}
- fi_location = {{google-maps.output.formatted_address}}
Purpose: Persist the assignment so downstream systems know FI is in progress.

6. Return State (Final Response)

Payload example:

{
  "status": "success",
  "message": "FI assigned and agent notified.",
  "loan_id": "{{rest-api-trigger.input.loan_id}}",
  "assigned_agent": "{{query-data.output.records[0].name}}"
}

Purpose: Provide a consistent response to the caller or orchestrator.

Conditional Logic & Branching

None required. The workflow is linear: Trigger → Maps → Query → WhatsApp → Update → Return.

(Optional future guards could include address validation failures or “no active agent” fallbacks.)

Data Flow & Transformations

REST API Trigger → Google Maps: Raw text address becomes coordinates + formatted address + map URL.
Google Maps → Query Data: Coordinates can later support nearest-agent logic.
Query Data → WhatsApp + Update: Agent details are used for messaging and persisted status.
Return State: Summarizes the final assignment.

Primary transformation: applicant_address (string) → structured geodata (lat/lng + map URL) → FI assignment record.

Integration Requirements

Google Maps API: Geocoding + map link generation (API key required).
WhatsApp Business API: Outbound messaging (token or webhook secret).
Database access: WorqHat collection(s) for Field_Agents and Loans.

Rate limits:

Respect Google Maps geocode quotas.
WhatsApp daily/hourly send limits apply.

Recommended Extensions

Add distance calculation to route the nearest agent automatically.
Add fallback logic if no agents are active (queue, escalation).
Log agent acknowledgment responses for full FI lifecycle tracking.
Mirror notifications to Slack/Email for regional supervisors.

Next Steps

Create/verify Field_Agents and Loans collections with the required fields.
Configure Google Maps and WhatsApp credentials inside WorqHat.
Wire the REST API trigger to your loan origination system.
Turn on the workflow and monitor Return State logs for assignments.

👉 Install this template in WorqHat and automate your FI dispatch end-to-end.

Launch "Automated Field Investigation (FI) Assignment" as a workflow