Flow Builder Overview

This page provides a comprehensive introduction to using the Flow Builder

The Flow Builder is a powerful tool that allows you to design verification workflows by arranging and configuring various verification steps. This feature enables you to tailor the verification process to their specific requirements, ensuring compliance and efficiency.

• From the Sidebar Menu, click on Workflows to open the flow builder interface.

• Click on the Add new button, located at the top right of the Flow Builder page:

A user-friendly interface that allows you to build verification flows by simply dragging and dropping different verification steps into place.

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On-demand vs Regular Flows

In our Platform's Flow Builder, you can create two types of verification flows: Regular Flows and On-Demand Flows. Each type serves different purposes and is designed to meet specific verification needs.

Regular Flows are designed for recurring or scheduled verifications that follow a predefined workflow. They are ideal for scenarios where verifications need to be conducted regularly, such as onboarding new users, periodic compliance checks, or ongoing account maintenance.

On-Demand Flows are designed for ad-hoc verifications that are initiated manually as needed. They provide flexibility and control for conducting verifications outside of regular schedules or predefined workflows.

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Geo Settings

This feature allows administrators to manage user access to the verification flow based on their geographical location or IP address. Users from restricted countries can be automatically excluded from the process, ensuring compliance with regulatory or company-specific policies.

• Navigate to the workflow where you want to implement country-based restrictions. In the settings panel on the left side, you'll see an option labeled Countries

• Click the Add Permitted Countries button to specify the list of countries where users are allowed to proceed with the verification flow. Only users accessing the system from these countries will be able to continue.

• Alternatively, use the Add Exclusion Countries button to block specific countries. Users accessing the platform from these countries will not be allowed to proceed with the verification flow.

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Flow Auto-Approval

The Auto-Approval feature in the flow builder allows the system to automatically approve or reject verification steps without manual intervention. This functionality can be enabled by toggling the Auto-Approval switch within the step configuration settings.

Enable Auto-Approval: Toggle the switch labeled Auto-Approval to the on position.

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Add Verification Steps

Click on the Add step and from the available step options, choose the verification steps you need into the flow canvas:

Each step in the flow can be customized with specific settings and criteria to match your verification needs.

Editing an existing flow will affect all applicants who have already gone through it. Ensure that any changes are carefully considered to avoid disrupting the applicants experience.

Description of the steps is provided further.