Workflow conditions allow you to dynamically customize user journeys. They enable verification flows that adapt to the data collected during the verification process. This flexibility results in an efficient, effective, and optimized experience for each user.

Conditions

When you create a condition in a Workflow, it acts as a decision node. A condition can send the user journey down different paths based on the user data received by the Rule Engine. This allows you to dynamically control which modules are presented to the user. The Rule Engine can assess data quality, verification check outcomes, criteria you specify, and more. It then uses complex logic to determine the user's path.

Sample Condition nodes

The following images show a simple Condition - both as it appears on the canvas and its configuration screen. In this case, the Session passes only if the document they present is issued by the United States.

The following image shows a more complex Condition node. In this case, the user must perform additional steps if their identity cannot be verified using eKYC. By ensuring the user follows the most appropriate path, the Condition optimizes user experience, mitigates risk, and enhances verification success rates.

The following image illustrates how Conditions that use custom criteria, defined by your organization, to determine whether verification fails, requires manual review, or passes. This enables you to support specific policies and requirements for your organization.

Best Practices

• Keep Conditions Simple. Instead of creating a single complex condition, link multiple Conditions one after another. This approach makes the workflow easier to understand and manage. It also makes it easier to see which path the user journey followed.
• Use Logical Operators. If a simple condition doesn't quite meet your needs, use AND and OR operators to create exact conditions that reflect your specific requirements. Because complex conditions can sometimes have unintended consequences, we recommend planning out the entire condition before adding it to your Workflow.
• Monitor and Adjust. Regularly review the performance of your Workflows. Adjust Conditions and their rules based on real experience and outcomes. Continuous optimization helps ensure the success of your verification process.
• Plan for All Outcomes. Ensure that every possible path through the workflow leads to a clear result. Dead ends can confuse users, disrupt the verification process, or both.

Configure Workflow Conditions

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Note

You configure a Condition when you add it to a Workflow. This configuration determines what the condition is looking for and what the outcomes after the condition are. This task assumes you are already in the process of building a Workflow, have placed the Condition where you want it, and are now ready to configure it.

1. Use the Select module drop-down to choose the Module on which the Condition is based.

2. Choose an option from the Select operator drop-down. The operators available to you are different depending on the Module you selected in the previous step.

3. Use the next drop-down to choose either equals == or does not equal !=.

4. Use the next field to set the constant for the expression (for example, 25). This field may be a drop-down or a text box, depending on the operator you selected.

5. If you need to add more rules to the Condition, you can:

   1. Click AND if all rules must be met to satisfy the Condition.
   2. Click OR if any one of the rules must be met to satisfy the Condition.

6. When you are satisfied with your Condition settings, click Save.

7. By default, the "Yes" path points to a Session Pass result and the "No" path points to a Session Failed result. You can change these outcomes by clicking the three dots on the node and selecting a new result. You can also add more Modules, Processes, or Conditions above the Result nodes if this is not the end of the user journey.

When you are satisfied with your Workflow, switch to the Settings tab at the top of the page to configure the Workflow Settings. More details on these settings are documented with the steps to Create a Workflow.