Configuration steps

Understanding configuration steps on the second tab of no-code builder

The Configuration steps tab allows you to design and customize your verification workflow by adding, organizing, and configuring different steps. This tab consists of three main sections:

Overview

1. Available steps (Left panel)

• This section contains all the verification steps that you can include in your workflow.

• Steps may include Language, ID verification, Liveness check, Selfie with ID, Proof of address, Video call, User questionnaire, Operator questionnaire, Phone number, Email.

• Simply click on steps on the left section to add them to your workflow.

1. Steps builder (Middle panel)

   • Displays the current steps in your verification flow.

   • You can rearrange steps by dragging and dropping them to change the execution order.

   • Unwanted steps can be deleted if they are no longer needed.

2. Step settings (Right panel)

   • When a step is selected, its parameters appear in this panel.

   • You can adjust parameters such as retry limits, document type selection.

   • Advanced settings (e.g., step keys) can also be managed here.

Step settings

The Step settings panel allows you to fine-tune each verification step by adjusting its specific parameters based on your business and compliance needs. When a step is selected, this panel provides configuration options.

Step titles are for display purposes like when user continues the process on mobile device and on desktop it is show on which process is the user on mobile, or for example this titles are displayed in video call operator's frame to manually start these steps by operator.

Step Titles

• Purpose: Step titles are used for display purposes in various contexts:

  • When a user switches to a mobile device, the desktop screen displays the current step they are on.

  • In a video call verification, the operator sees the step titles inside their interface to manually trigger or monitor the verification process.

• Tip: Choose clear and descriptive step titles to improve the user experience and help operators navigate the process efficiently.

Advanced tab

The Advanced tab stores all the necessary keys for steps, questions, and answers to facilitate integrations with external systems. These keys can be used for API integrations or other external applications that interact with the verification flow.

Purpose

• Step keys – Unique identifiers for each verification step.

• Question keys – Identifiers for the specific questions in forms or questionnaires.

• Answer keys – Corresponding keys for answers provided by users in questionnaire steps.

These keys enable seamless integration with other systems and facilitate tracking and reporting of data.

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Language

• Purpose: The Language step allows users to select their preferred interface language from a dropdown list before proceeding with verification.

• Positioning: This step is always positioned first in the workflow.

• Step Parameters:

  • Define the list of available languages that users can choose from.

  • You must select at least two languages to enable the dropdown selection.

• Tip: If your users primarily speak a specific language, consider setting a default language in the general settings, while still offering alternative options for accessibility.

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ID verification

Purpose: The ID verification step is responsible for verifying a user’s primary identity documents. This step includes multiple configuration options to ensure document authenticity and compliance with verification requirements.

Document type

• Defines which types of identity documents the user can select for verification. Options include:

  • ID card

  • Passport

  • Residence permit

  • Driver’s license

Method

• Determines how users can submit their identity document:

  • Capture – The user must take a live photo of the document.

  • Upload – The user can upload an existing image of the document.

  • Both – The user can choose either option.

Other parameters

Compare document fields

• Compares textual information between the document’s Visual Zone (VIZ) and Machine-Readable Zone (MRZ).

• Prevents verification for users If fields do not match.

Compare document pages

• Ensures the front and back pages belong to the same document.

• If discrepancies are found, the session is rejected.

Block expired documents

• Rejects users if the expiration date has already passed.

Spoofing detection

• Detects attempts to use fake or altered identity documents and rejects such sessions.

Grayscale detection

• Identifies if the document is grayscale (black & white) and rejects it to ensure authenticity.

Visual damage detection

• Scans the document for physical defects, such as damaged chip.

Warn if document expires within (days)

• Sends a warning if the document will expire within the specified number of days.

Reject if document expires within (days)

• Rejects the session if the document is set to expire within the specified timeframe.

Block person under age (years)

• Rejects users below the specified age limit.

Allowed document countries

• Restricts document verification to specific countries.

• Prevents users from verifying if the document is from an unlisted country.

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Liveness check

Purpose: The Liveness check step ensures that the user is a real, live person and not a spoofed or manipulated image. During this step, the user positions their face within the designated frame and follows the instructions.

Identomat offers two types of liveness checks:

Liveness type: Active liveness

• An advanced biometric check where the user is prompted to perform specific actions (e.g., blinking, turning their head) to confirm their presence as a real person.

• Designed to prevent spoofing attempts using photos, videos, or masks.

Liveness type: Passive liveness

• A basic liveness check where the user simply holds their head within an oval frame.

• The system captures a two-second video to analyze and confirm liveness.

Method for passive liveness

Defines how the liveness check is performed:

• Capture – The user must take a live video using their device’s camera.

• Upload – The user can upload a selfie.

• Both - The user can choose either option.

Maximum attempts for liveness

• Specifies the maximum number of attempts allowed for the user to complete the liveness check.

• If the user exceeds this limit, the session is rejected, and they must restart the process.

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Selfie with ID

Purpose: The Selfie with ID step ensures that the user is physically present with their identity document. Users must hold their document in their hands so that both their face and the document are clearly visible in the captured image.

Method

Defines how the user submits their selfie with the document:

• Capture – The user must take a live photo using their device’s camera.

• Upload – The user can upload an existing image where they are holding their document.

• Both – The user can choose either option.

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Proof of Address

Purpose: The Proof of Address step verifies a user’s residential address by analyzing official documents that contain their name and address.

Document Type

Users can upload one of the following accepted documents as proof of address:

• Bank statement

• Utility bill

• Driver’s license

• Vehicle registration certificate

• Yellow Slip

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Video call

Purpose: The Video call step connects the user with an operator for manual identity verification. The operator can interact with the user in real-time and initiate other verification steps as needed.

Identomat supports two types of video calls:

• One-on-one call – A secure direct video call between a customer and a verification operator.

• Multi-user call – Allows multiple participants in a single session, where each user follows their own customized verification workflow.

+ New step button

Adds verification steps within the video call process, allowing the operator to trigger them manually.

Call Type

• Single participant – A one-on-one video call.

• Multiple participants – A multi-user video call.

Participant Name

• If enabled, the user must enter their name before joining the call.

Force User's Camera On

• If enabled, the user cannot turn off their camera during the call.

Reset Verification

• If a user disconnects and rejoins, all previous verification data is cleared for security reasons, and the operator must restart the process.

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User questionnaire

Purpose: The User questionnaire step is designed to collect structured user input through various form types. The provided information is securely stored within the verification session. Questionnaire steps offer a wide range of configurable question formats.

Questionnaire details

• Title – The main title of the questionnaire.

• Description – A brief text displayed below the title to provide context.

• Success button title – Customizable text for the confirmation button (default: "Confirm").

Questions and answers

Identomat supports five types of questions, each with customizable parameters:

Text input (Short answer field)

Users can type in a response to an open-ended question.

• Question title – The label for the question.

• Default answer – A prefilled answer that the user can edit.

• Required – Determines whether the question must be answered.

• Read-only mode – Prevents users from editing the default answer.

• Condition – The question only appears if a specified condition is met.

Checkbox (Multiple selection)

Users can select one or more predefined options.

• Question title – The label for the question.

• Default answer – Pre-checked options that users can modify.

• Required – Determines if at least one option must be selected.

• Read-only mode – Prevents users from modifying selections.

• Condition – The question only appears if a specified condition is met.

• + Add option – Define multiple selectable choices.

Radio (Single selection)

Users can select only one option from a predefined list.

• Question title – The label for the question.

• Default answer – Preselected option that users can change.

• Required – Determines if a selection is mandatory.

• Read-only mode – Prevents users from modifying selections.

• Condition – The question only appears if a specified condition is met.

• + Add option – Define the available choices.

File upload

Users can upload files, such as images or PDFs.

• Question title – The label for the question.

• Description – Additional instructions displayed under the title.

• Maximum number of files – Limit the number of files users can upload (max: 10).

• File types – Restrict uploads to PDFs, images, or both.

• Required – Determines if file upload is mandatory.

• Condition – The question only appears if a specified condition is met.

Dropdown

Allows users to select one or multiple values from a predefined dropdown list.

• Question title – The label for the question.

• Dropdown options – Define the dropdown list by providing options in a comma-separated format (e.g., Option 1, Option 2, Option 3).

• Multi-select – If enabled, users can select multiple options from the dropdown list. If disabled, users can select only one option.

• Required – Determines if a selection is mandatory.

• Error message – The message displayed if the field is required but no selection is made.

• Condition – The question only appears if a specified condition is met.

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Operator questionnaire

Appears in session and operator can fill out the form as the session goes by or afterwards

Questionnaire details

• Title – The main title of the questionnaire.

• Description – A brief text displayed below the title to provide context.

Questions and answers

Identomat supports five types of questions, each with customizable parameters:

Text input (Short answer field)

Users can type in a response to an open-ended question.

• Question title – The label for the question.

• Default answer – A prefilled answer that the user can edit.

• Required – Determines whether the question must be answered.

• Read-only mode – Prevents users from editing the default answer.

• Condition – The question only appears if a specified condition is met.

Checkbox (Multiple selection)

Users can select one or more predefined options.

• Question title – The label for the question.

• Default answer – Pre-checked options that users can modify.

• Required – Determines if at least one option must be selected.

• Read-only mode – Prevents users from modifying selections.

• Condition – The question only appears if a specified condition is met.

• + Add option – Define multiple selectable choices.

Radio (Single selection)

Users can select only one option from a predefined list.

• Question title – The label for the question.

• Default answer – Preselected option that users can change.

• Required – Determines if a selection is mandatory.

• Read-only mode – Prevents users from modifying selections.

• Condition – The question only appears if a specified condition is met.

• + Add option – Define the available choices.

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Phone number

Purpose: The Phone number step allows for the collection or verification of a user’s phone number. The provided phone number is stored within the session.

Method

• Collect – The user enters their phone number, and it is stored in the session without verification.

• Verify – The user enters their phone number, and an OTP (One-Time Password) is sent. The phone number is stored only after the OTP is successfully verified.

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Email

Purpose: The Email step allows for the collection or verification of a user’s email address. The provided email is stored within the session.

Method

• Collect – The user enters their email address, and it is stored in the session without verification.

• Verify – The user enters their email address, and a confirmation code is sent. The email is stored only after the verification code is successfully confirmed.