Subdomain 1.1: Choose appropriate Foundry applications for implementation of a given workflow
1.A financial team currently uses a static dashboard that displays a list of high-risk loans. They want to turn this into an operational workflow where analysts can immediately flag a loan for review. What is the most appropriate first step?
- A.Export the dashboard data to a CSV and email it to the review team.
- B.Configure an Action Type in the Ontology to update the loan status, and add an Action button to the dashboard.
- C.Write a Python script in Code Repositories to automatically flag all loans.
- D.Rebuild the dashboard in Slate using custom JavaScript to update the underlying dataset.
Show answer & explanation
Correct answer: B — Configure an Action Type in the Ontology to update the loan status, and add an Action button to the dashboard.
- A. Exporting data to CSV and emailing it is a manual workaround, not an operational workflow inside Foundry. This approach lacks traceability, introduces significant delays, and keeps the data static rather than actionable.
- B. The most appropriate first step in Foundry's operational framework is to define an Action Type in the Ontology. This allows users to update loan status or other properties in a governed, auditable, and secure way. Integrating an Action button into the dashboard (such as in Workshop) then allows analysts to trigger that workflow directly from the interface.
- C. A Python script in Code Repositories is typically used for automated data transformation or batch processing. It is not the correct tool for enabling analysts to interactively flag specific loans from a dashboard, as it bypasses the user-interaction layer and the Ontology.
- D. While Slate can be used to build custom UIs, rebuilding a dashboard with custom JavaScript to directly mutate datasets is a non-standard pattern that bypasses the governance and simplicity of the Ontology. Action Types are the preferred, native way to implement operational changes.