Project Flows
Project Flows are the blueprints that define how users will verify their identity in your system. Think of them as the instruction manual that tells Verifik exactly what steps to follow, what information to collect, and how strict to be during the verification process.
How Project Flows Work
Every Project Flow is a configuration template that defines the complete user verification journey. When someone wants to use your system, Verifik follows your Project Flow step-by-step to ensure they meet your security and compliance requirements.
Currently, Project Flows support these types:
onboarding - For new users to enroll and create accounts
login - For existing users to access your system
What Project Flows Configure
Project Flows are comprehensive configuration systems that define every aspect of your verification process:
User Experience:
Which forms to show and in what order
What information is required vs. optional
How users can submit documents
Whether signatures are needed
Security Settings:
Who can access your system (whitelist/blacklist)
How strict to be with identity verification
What security checks to perform
How to handle suspicious activity
Verification Methods:
Document types to accept (ID, passport, license)
Biometric verification requirements
Email and phone verification options
Criminal history checks
Communication:
How to send verification emails
SMS or WhatsApp for phone verification
Custom messages and instructions
Language preferences
Key Configuration Areas
Onboard Settings:
Steps: Which verification steps are mandatory, optional, or skipped
Forms: What user information to collect
Documents: Which ID types to accept and how to validate them
Biometrics: Face verification requirements and settings
Security Settings:
Strategy: How to control access (whitelist, blacklist, or open)
Source: Where security rules come from (API, CSV, or none)
Validation: Custom security checks and thresholds
Communication Settings:
Email Gateway: How verification emails are sent
Phone Gateway: SMS, WhatsApp, or both for phone verification
Custom Messages: Personalized instructions and prompts
Getting Started
Create your Project first (this contains basic information about your system)
Choose your Flow Type based on your needs (onboarding for new users, login for existing users)
Configure the specific settings for your chosen flow type
Set security parameters to match your compliance requirements
Test your configuration before going live
What Happens When You Create a Flow
Template Created: Verifik creates a configuration template based on your settings
Settings Applied: All your verification rules and requirements are configured
Ready for Use: The flow is ready to process user verifications
Active Processing: Users can now go through your configured verification process
Monitoring and Management
Status Tracking: Monitor if your flows are active, paused, or in draft
Version Control: Keep track of changes and updates to your flows
Performance Metrics: See how well your verification process is working
Security Monitoring: Track access attempts and identify potential issues
Project Flows give you complete control over how users verify their identity in your system, allowing you to balance security requirements with user experience while ensuring compliance with your business needs.
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