Create Document Requests
  • 03 May 2022
  • 3 Minutes to read
  • Contributors
  • Dark
    Light
  • PDF

Create Document Requests

  • Dark
    Light
  • PDF

During a Lightico session, agents can request documents, such as passports and driver’s licenses, from customers. Documents can be classified and grouped into different types and categories so that the agent can request documents in an organized and structured manner. In the context of a workflow, Lightico can also authenticate the document and extract relevant data.

This article describes how to create document requests.

Adding Categories

Documents are grouped into different categories. Each category can be associated with an icon. When the agents select a document during a session, they see the icon associated with that document.  

To create a document request category:

  1. In the Lightico Administration page, in the left pane, click Document requests > Categories.
  2. Click Add Category in the top right corner. The Add Category dialog box opens.
  3. In the Name box, enter a name for the category. This name will be visible to agents in the Agent console.
  4. In the Code box, enter an internal name for API usage. This should be one word, without white spaces and only lower case letters.
  5. From the Icon list, select an Icon to associate with this category. The icon will be visible to agents in the Agent console.
  6. Click Save.

You can edit a category but you cannot edit the code name. You can also delete a category. However, if a document associated with that category has been sent to a customer, you cannot delete the category.

Adding Documents

The documents that the agent can request are listed on the Documents page (Document requests > Documents).

Some documents are already provided out of the box. You can also add new documents.

To add a document:

  1. In the Lightico Administration page, in the left pane, click Document requests > Documents.

  2. Click Add Document in the top right corner. The Add Document dialog box opens.

  3. From the Category Name box, select a category to associate with the document.

    Note:
    To add Photo ID authentication and data extraction, select the Photo ID category. For more information, see Document authentication and data extraction.
  4. In the Document Name box, enter a name for the document. This name will be visible to agents and customers.

  5. In the Document Code box, enter an internal name for API usage. This should be one word, without white spaces and only lower case letters.

  6. Click Save.

You can edit a document but you cannot edit the code name. You can also delete a document.  However, if a document has been sent to a customer, you can no longer delete it.

Document authentication and data extraction

If you are integrated with Mitek, you can set up Photo ID authentication for your document. For example, if a customer needs to submit a US driver's license, Lightico can verify that the document in question matches the characteristics of a US driver's license.  You can also extract data such as first name and last name from the document. This data can then be bound to specific attributes.

In the context of a workflow, you can use the authentication results and data extraction in subsequent workflow steps. For example, you can add a switch condition based on whether or not the document was authenticated. For more information about using document requests in a workflow, see Create workflows.

To add a document with photo ID authentication and data extraction:

  1. In the Lightico Administration page, in the left pane, click Document requests > Documents.

  2. Click Add Document in the top right corner. The Add Document dialog box opens.

  3. From the Category Name list, select Photo ID authentication. The Advanced processing options are displayed

  4. In the Document Name box, enter a name for the document. This name will be visible to agents and customers.

  5. In the Document Code box, enter an internal name for API usage. This should be be one word, without white spaces and only lower case letters.

  6. To authenticate the photo id, select the Photo ID authentication checkbox.

    To bind the results of the photo id authentication to a Boolean attribute, select the relevant attribute from the Authentication result list.

    If the document is authenticated, the bound attribute will return a value of true. If the authentication fails, the attribute will return a value of false. This attribute can be used in a workflow when you want to create a condition based on the results of the photo id authentication.

  7. To extract the data from the photo id, select the Data extraction checkbox.

    To bind the extracted data to existing attributes, map the relevant attributes in the Bound attributes section. 

    These attributes can be used in the context of a workflow to populate data that was extracted from the document in a subsequent step, such as a form.
  8. From the Document type list, select the type of document you are authenticating.

  9. Click Save.


Was this article helpful?