Incode Workflows is a dynamic platform designed to streamline customer verification through a customizable visual interface. This platform enables admins to easily specify the sequence of verification modules and introduce conditional logic for branching user journeys, facilitating a tailored experience for end-users without coding.

Benefits

The Workflows platform offers numerous advantages, making it an ideal solution for businesses looking to implement complex verification processes:

No-Code Solution: Easily configure complex verification processes without writing a single line of code.
Multi-Layered Verification Methods: Enhance reliability with various verification methods.
Visual and Dynamic Interface: A user-friendly interface for admins to manage and visualize verification flows.
Customizable Module Ordering: Flexibility to specify the sequence in which verification modules are presented.
Conditional Branching: Ability to create dynamic user journeys based on specific criteria or user inputs.

Core Concepts

Workflows

A tool for creating customizable user journeys, allowing for a highly tailored verification process.

Workflow Path

Refers to the specific path a user takes through the verification process, determined by the conditions and branches set within the workflow.

Under which steps your users went through

Nodes

Elements within a workflow, including:

Module Node: Module nodes are type of workflow nodes that require end user interaction. Every module node has a specific set of configuration options available. Usually module nodes collect user data and sometimes require a specific process node to perform data manipulation and additional checks. Here are a few examples for module nodes User Consent - for capturing consent given by the end user, ID Capture - for user to take a picture of their document, Face Capture - user captures their face image. Each module has a specific set of options to configure user journey.

Module nodes
Process Node: Process nodes are non-interactive nodes for data processing. Process node should be placed after relevant module nodes are added and data about user is collected and ready for processing. Process nodes have set of configuration options available. Process nodes are for example ID Validation that execute all ID quality checks and uses OCR technique to extract data, Face Match node that does face recognition between face images from Face Capture and ID Capture modules. Each process node has a specific set of options to fine tune processing.

Process node
Condition Node: Condition node are used to branch the user journey based on previously collected data. Conditions can be combined using logical operators AND and OR. Define different steps in the user journey based on the condition result. Yes and No branches can be populated with any type of workflow node in order to collect more data, perform additional processing or simply end user journey. Lear more about conditions in Conditionals - Empowering custom verification journeys

Condition and Result nodes
Result Node: Result node specifies the end result of the session. Every workflow branch needs to finish with a result node. Session status set up be result node can take one of the following values OK, FAIL, MANUAL, WARN.

Templates

Incode offers various workflow templates for specific use cases - standard identity verification, age verification, setup verification and other. Choose from a variety of already built and tested templates for optimized user performance and quickly launch it to your users. Creating a Workflow from a Template

Integration

Integrating the identity verification via workflows into your application or website is a crucial step in utilizing the full capabilities of the Incode Omni platform. The platform offers a versatile set of integration options to cater to different needs, including direct onboarding URLs, iFrame integration, and SDKs for iOS, Android, and React Native platforms. Each method provides a seamless way to incorporate the identity verification process into your user flow, enhancing user experience and security. Lear more about integration options here