eKYC Prefill

This module looks up the end user in identity data sources from a phone number or a tax ID and returns the personal data the source holds, so it can pre-fill later steps of the onboarding. Which identifiers are needed depends on the country and source configured for the module.

Info

This is different than eKYC.

Supported with:

✅ Workflows | ✅ Flows

Before you start

The source you want to use must be enabled for your organization in its country. Contact your Incode representative to enable it. See eKYC Prefill Coverage for the available sources.

Add eKYC Pre-fill to Workflows

In the left menu, click Flow Builder > Workflows.
Click New or select an existing Workflow.
Add the eKYC Prefill 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: Click Add node > Modules, then search for and select eKYC Prefill.
- Classic: From the Modules list, drag and drop the eKYC Prefill module into the builder after the modules that collect user data.
You can click Options > Edit on the module node to open the Configuration Options panel and adjust settings as needed.

Add eKYC Pre-fill to Flows

In the left menu, click Flow Builder > Flows.
Click New or select an existing Flow.
On the Select Modules tab, find the eKYC Prefill module and click Add.
You can click Details & Configurations to open the Configuration Options panel and adjust settings as needed.

Configuration Options

This section details all the configuration options available for this module. The configuration panel looks different depending 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 configurations before closing the configuration panel.

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

Configuration panel: New view

eKYC Pre-fill config: New view

Configuration panel: Classic view

eKYC Pre-fill config: Classic view

Option	Description	Default
Country	Country of the end user. Must be the country the source serves.	United States
Source	US Pre-fill, US Pre-fill Express or BR Pre-fill. See eKYC Prefill Coverage.	US Pre-fill
Phone Number	Send the phone number. Always on for the US sources, which look up by phone.	On
Phone number source	Where the phone number comes from. Options are Phone module input or User input.	Phone module input
Date of birth	Send the date of birth. US Pre-fill only.	On
Date of birth source	Where the date of birth comes from. Options are User input or Auto-fill from ID (OCR). This field is hidden if Date of birth is Off.	User input
SSN	Send the SSN. US Pre-fill only	Off
SSN source	Where the SSN comes from. The only option is User input. This field is hidden if SSN is Off.	User input
Name	Send the last name (surname). US Pre-fill only.	Off
Name source	Where the name comes from. Options are User input, Auto-fill from ID (OCR), or Proof of address. This field is hidden if Name is Off.	User Input
Include driver's license data	Return the driver's license data the source holds. US sources only.	Off

Each source in the eKYC Prefill module uses only its own identifiers and ignores the rest.

US Pre-fill. Phone number plus at least one of Date of Birth, SSN, or Name.
US Pre-fill Express (coming soon). Phone number only.
BR Pre-fill (coming soon). CPF only.

The module cannot be saved until Country matches the country the Source serves and the selected source has enough identifiers turned on to make a lookup:

Source	Country	Identifiers required
US Pre-fill	United States	At least one of Date of Birth, SSN, or Name is on
US Pre-fill Express	United States	Phone number is on
BR Pre-fill	Brazil	None

Add Conditions

Workflow Conditions are not available for this module yet. This section will be updated once they are.

View results

The single Session view shows the latest answered lookup of the session. The SSN or CPF are masked to their last 4 digits.