Cross Check

The Cross Check module compares a data field from one source against the same field from a second source and identifies whether the values match. You configure one or more comparisons, each specifying the two sources, the field to compare, and a severity level that controls how strictly the values must match.

In Flows, Cross Check is a configurable setting instead of a module.

For an overview of this module and how it works, see Cross Check.

Supported with:

✅ Workflows | ✅ Flows

Add Cross Check to Workflows

1. In the left menu in Dashboard, click Flow Builder > Workflows.
2. Click New or select an existing Workflow.
3. Ensure the modules that collect the data you want to compare are in your Workflow.
4. Add the Cross Check module. Do one of the following, depending on whether you have the New or Classic view enabled in the toggle in the top right:
   • New: After the modules that collect the data you want to compare, click Add node > Processes, then search for and select Cross Check.
   • Classic: From the Processes list, drag and drop the Cross Check module into the builder after the modules that collect the data you want to compare.
5. Click Options > Edit on the module node to open the Configuration Options panel and adjust settings.

Add Cross Check to Flows

1. In the left menu in Dashboard, click Flow Builder > Flows.
2. Click New or select an existing Flow.
3. Ensure the modules that collect the data you want to compare are in your Flow.
4. Click the Settings tab.
5. Under Custom Logic, click Cross Checks.
6. Click Set Crosschecks.
7. Click New Comparison to create a comparison.

Configuration Options

This section details all the configuration options available for this module. The options that appear depend on whether you have the New or Classic view enabled in the toggle in the top right in your Flow or Workflow. After changing anything, click Save configuration before closing the configuration panel.

The options you see in your configuration may differ from those documented below. Contact your Incode representative for more information.

Configuration Options: New

Click Add new comparison to create a comparison.

Configuration Options: Classic

Click Add new comparison to create a comparison.

Create a Comparison

Each comparison has the following settings:

After configuring each setting, click Save Comparison. You can add multiple comparisons to a single Cross Check module using Add new comparison. Similarly, you can add multiple comparisons to the Cross Check setting in Flows using New Comparison. Each comparison is configured and saved independently.

Severity Levels

Severity levels control how strictly two values must match. Higher severity levels require a closer match. Lower levels allow more variation between values, including typos, spelling variants, or transliterations.