Customer verification as a workflow step
  • 27 Nov 2022
  • 2 Minutes to read
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Customer verification as a workflow step

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  • PDF

At any point in your workflow you can include a step that verifies the identity of the customer and determines whether the customer is qualified to proceed with the steps that follow.

Using the ID verification results

You can use the verification pass/fail results in the following ways: 

  • Connect the verification step to two different elements, one for a pass result and the other for a fail result. For example, if the customer passes the verification they advance to an eSign step and if they fail, the workflow ends.
  • Map the pass/fail result to a boolean attribute (see below) and use the result in the workflow as a condition.

Photo ID verification

Photo ID verification enables you to:

  • Verify that a photo ID is authentic.
  • Verify the customer identity by comparing a capture of their photo ID to a selfie taken during this verification step.
  • Extract data from the photo ID.
More information:

To add a photo ID verification step to a workflow:

  1. Drag the Photo ID Verification element from the right pane.
    The Photo ID  Verification dialog box opens.
  2. Select one or more of the Photo ID Verification documents.
    Verification is performed on only one of the documents, selecting more than one document enables the customer to choose one of the options. 
  3. To verify the identity of the customer by comparing their ID photo with a selfie, turn on the Compare identity with selfie switch.
  4. To bind the pass/fail result of the verification to a Boolean attribute, select an attribute from the Authentication result field.
  5. Click Done.
  6. Connect the Photo ID element to one element for a Pass result and one for a Fail result.
    If you would like the workflow to advance to the same step regardless of the verification result, connect both the Pass and the Fail connection to the same step.
  7. After adding the Photo ID Verification element to the workflow canvas, you can select it and edit it as follows:

  • To edit any of the settings, click the edit button and make the changes in the Photo ID Verification dialog box.

  • To duplicate or delete the document request, select it, click the 3 dots and select the relevant action from the context menu.

  • To rename this step in the workflow, click the Step Name and edit it. This is the step name that is displayed for the agent and customer during the session. 

Photo ID Verification has been successfully added to the workflow.

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