Create document requests
  • 30 Jun 2022
  • 3 Minutes to read
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Create document requests

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    Light
  • PDF

During a Lightico session, the agent can request documents such as passports and driver’s licenses from the customer. When a customer clicks a document request in the session they can upload a file or, if they are participating with a mobile device, take a photo of the document for upload.

In the context of a workflow, Lightico can also authenticate a photo ID and extract relevant data.

This article explains how to:

Create Document Request Categories

Each document request is associated with a category that helps the system administrator organize the different types of requests. In addition, you can select an icon to for each category that the agents see when selecting a document request during a session.  

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.
  4. In the Code box, enter a string of lower case letters and underscores (optional), without white spaces.
  5. From the Icon list, select an Icon to associate with this category.
  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 request associated with that category has been sent to a customer, you cannot delete the category.

Add Document Requests Types

Before an agent or the API can add a Document Request to a Lightico session, you'll need to create and configure the types of requests that you'll be using. The Lightico platform includes some preconfigured document requests such as Photo ID and Driving License. This section explains how to add new types. 

To add a document request type:

  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 Configure Photo ID 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 a string of lower case letters and underscores (optional), without white spaces (for use with the API).

  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.

Configure Photo ID Verification and Data Extraction

If you have photo ID verification activated in your account, you can configure the following features for this type of document request:

  • Verify the authenticity of the photo ID.
  • Verify the customer identity by comparing the photo ID to a selfie.
  • Extract data from the photo ID.

For example, if you require a US driver's license from your customer, Lightico can verify that the submitted document matches the characteristics of a US driver's license.  The customer can then take a selfie and Lightico will compare it to the photo on the driver's license. In addition you can also extract data such as name, date of birth, and address from the photo ID and bind the data to specific attributes.

This section explains how to configure verification and data extraction for a photo ID document request. To use this feature in a Lightico session, you'll need to add the document request to a workflow (see Create workflows).

To configure photo ID authentication and data extraction for a photo ID document request:

  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.
    The Advanced processing options are displayed

  4. In the Document name box, enter a name for the document you will be requesting (for example, Driving License or Passport). This is the name that the agent and customer see in the session.

  5. In the Document code box, enter a string of lower case letters and underscores (optional), without white spaces. This code identifies the Document name when using the API.

  6. Under Advanced processing, select the Photo ID authentication checkbox. 

  7. Select an option from the Document type dropdown. This defines the type of document for the authentication system.

  8. Under Scan Sides, select whether the customer is required to scan Front only of the photo ID or Front and back.

  9. Select the Data extraction checkbox.

  10. 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.

  11. At the bottom of the window, click Save.
    Photo ID authentication and data extraction are configured.


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