Manual Review Process in IDWise Studio

Introduction

The Manual Review feature in IDWise Studio empowers compliance teams to intervene in the onboarding process when automatic verification requires human oversight. Reviewers can inspect user journeys and make one of the following decisions:

• Approve the journey.
• Reject the journey.
• Resubmit ask the user to resubmit a specific steps (e.g., ID, Selfie, Proof of address).

This guide explains how to integrate the feature and configure the review workflow.

Using the Manual Review Interface

The IDWise Studio provides an intuitive UI for compliance officers to manage manual reviews:

1. Mark Decision Interface

From the review screen, reviewers can select a decision for the journey and optionally trigger step-level actions, as shown:

2. Step-Level Resubmission

When choosing Resubmit, reviewers can specify which failed steps must be redone and why:

Configuring Review Reasons

Admins can predefine structured reason codes to standardize manual review actions. These codes are useful for:

• Creating consistent reviewer decisions
• Automating end-user notifications
• Reporting and analytics

How to Add a Manual Review Reason

1. Go to Settings → Manual Review in the IDWise portal.

2. Click Add Manual Review Reason.

3. Fill in the following fields:

   • Manual Review Reason: e.g., Resubmit due to blur
   • Reason Key: e.g., RESUBMIT_BAD_QUALITY
   • Apply To: Choose which action the reason applies to (Approve, Reject, or Resubmit)

Example screenshot:

Integration Guide

To integrate the manual review process into your onboarding system:

1. Subscribe to the "Updated Journey" Webhook

Your backend should subscribe to the Updated Journey Webhook, which will notify your backend whenever a manual review decision is submitted.

2. Detect Manual Review Actions

When a compliance officer completes the manual review, the webhook payload will include:

• "action": "Manual Review"

• Journey-level decision via manualReviewDecision it can be either Approved, Rejected, Resubmission Requested.

• Optional manualReviewNotes

• reviewedSteps is list of the reviewed steps each object has the following:

  • stepId: is the id of the reviewed step
  • decision: the manual review decision for that step it can be either APPROVE , REJECT, RESUBMIT
  • reasonCode: programmatic key for the review reason, all review reasons can be defined from here.

📘 Reference: Webhook Payload Fields for Manual Review

3. Trigger User Notifications

If the step-level decision is RESUBMIT, use the provided reason code to inform the user which step must be corrected. You can:

• Send an email or push notification with clear instructions.
• Include a deep link to resume the verification process within your app.

Summary

The Manual Review module in IDWise Studio offers a streamlined way to incorporate human validation in your onboarding process. With webhook integration and systematic reasons, your team can manage edge cases efficiently while providing a clear path for users to correct and resubmit information.

For assistance or feedback, please contact [email protected].