Flow Level Configuration

Flow-Level Configuration Documentation

The Flow-Level Configuration section provides options to customize key settings for the onboarding flow. Below is an overview of the configurable options:

1. Allow "Continue Later"

• Description: Enables users to exit the onboarding session and return to complete it later.
• Configuration: Toggle the switch ON or OFF.
  • ON: Activates the "Continue Later" option, allowing users to pause the onboarding process on the mobile SDK and resume later from where they left off.
  • OFF: Requires users to complete all onboarding steps in a single session to reach the Done button on the mobile SDK.

2. Step Max Retry Count

• Description: Defines the maximum number of retries a user is allowed to fix errors encountered during a specific step (e.g., expired documents, unsupported document types, etc.).
• Configuration: Enter a numeric value to set the retry limit.
  • Example: Setting 2 allows users to retry the step up to two times before the process fails.

3. Desktop Transitioning Options

• Description: Configures how users starting the onboarding process on a desktop browser will proceed to complete their verification.
• Configuration Options:
  • Switch to mobile web to complete the verification (Recommended):
    • Redirects users to the mobile web by displaying a QR code on the desktop for scanning. This is the recommended option for ensuring optimal performance and capturing high-quality images.
  • Continue on desktop:
    • Allows users to complete the process on the desktop by uploading files or using the desktop camera. Note: Desktop cameras often have lower resolution, which could impact verification quality.
  • Let the user choose desktop or mobile web:
    • Offers users the choice to either remain on the desktop or transition to the mobile web for verification, accommodating individual preferences.
  • Switch to the IDWise mobile app to complete the verification:
    • Redirects users to the IDWise mobile app to finish the verification process, providing a seamless and secure experience tailored for mobile devices.

4. Flow-Level Business Rules Configuration

The Flow-Level Business Rules section allows you to define specific rules to ensure the integrity and compliance of the onboarding process. Below are the configurable options for this section:

1. Prevent Duplicate Documents

• Description: Ensures that each ID document is submitted only once throughout the onboarding process, preventing duplicates across multiple steps.
• Configuration:
  • Toggle: Turn this setting ON to activate the rule that prohibits users from submitting the same document more than once during the process.
  • Behavior: When enabled, duplicate submissions of the same ID document will be flagged and rejected, ensuring data integrity.

2. Minimum Age Rule

• Description: Enforces a minimum age requirement for applicants. If disabled, no age restrictions will be applied.
• Configuration:
  • Toggle: Turn this setting ON to enforce an age limit for applicants.
  • Options:
    • Default Age Threshold (18 years): Automatically rejects users younger than 18 years of age.
    • Custom Age Threshold (13–99 years): Set a custom minimum age by entering a value within the allowed range (13 to 99 years). Applicants younger than the specified age will be rejected.
  • Example: Setting a custom threshold of 21 will reject any applicant younger than 21 years old.