Incode Workflows is a dynamic platform designed to streamline customer verification. The Workflows platform offers:

• No-Code Solution: Configure complex verification processes without writing any code.
• Multi-Layered Verification Methods: Enhance reliability with multiple verification methods.
• Visual and Dynamic Interface: A user-friendly interface for admins to manage and visualize verification flows.
• Customizable Module Ordering: Specify the sequence for verification modules.
• Conditional Branching: Create dynamic user journeys based on specific criteria or user inputs.

Core Concepts

Workflows

The tool that allows you to create customizable user journeys.

Workflow Path

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

Nodes

Elements within a workflow. There are four types of nodes:

• Module Node: The node in the workflow that represents end user interaction. Every Module node has a specific set of configuration options. Usually, module nodes collect user data and sometimes require a specific Process node to perform data manipulation and additional checks. User Consent and ID Capture are examples of Module Nodes.
• Process Node: Non-interactive nodes for data processing. A process node should be placed after a relevant module node; for example, a Face Match process node would follow a Face Capture and ID Capture module node. Process nodes have set of configuration options.
• Condition Node: Used to branch the user journey based on collected data. Conditions can be combined using the logical operators AND and OR to 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 to collect more data, perform additional processing, or end the user journey. Learn more about conditions.
• Result Node: Specifies the end result of the session. Every workflow branch must end with a result node. Session status result node can take one of the following values OK, FAIL, MANUAL, WARN.

Templates

Incode offers various workflow templates for specific use cases, including:

• Standard identity verification
• Age verification
• Setup verification

You can create a Workflow from a template to quickly launch it to your users.

Integration

Integrating 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. Learn more about integration options here.