Data Services: Prevent Partial Results from LexisNexis InstantID Q&A KBA

LexisNexis InstantID Q&A provides a knowledge-based authentication prompt for onboarding workflows. The process involves serving questions based on previous history.

There are situations where the entity being evaluated does not have sufficient history leading to evaluations returning partial results with LexisNexis InstantID Q&A errors like these.

“The subject could not be discovered based on the information provided".

"There is insufficient subject data to present the configured minimum number of questions"

The following section will demonstrate a basic example of how to adjust your workflow's error handling to account for these situations. 

Adjusting LexisNexis InstantID Q&A Service Failure Handling

By default, Alloy workflow tags are set to Exit Workflow when data is missing. This leads to Partial results when LexisNexis InstantID Q&A replies with errors like the examples noted above.

For more context, the default Exit Workflow Service Failure Handling settings stop your workflow and any remaining tasks.

The Apply Tag/Do Not Apply Tag model shown provides an alternative option. Instead of exiting the Workflow when data is missing or an error is returned by the service, the tag is applied or not applied and the evaluation continues through the remaining Workflow rules.

1. Navigate to the Workflow that is using LexisNexis InstantID Q&A data service: Visit the Workflows page by clicking on the Workflows button in the left-hand navigation menu. From the Workflows page, click on the Workflow that is using the LexisNexis InstantID Q&A data service. This will take you to the Workflow Versions page where you access the editor by clicking on the VIEW button next to the version you want to evaluate and edit.
2. Click the green LIQ data service node to open the Action window. Take note of the dependent tags by clicking on the Dependents option on the left-hand side of the data node Action window. 
3. From here you can adjust the Service Failure Handling options to use Do Not Apply Tag for your pass/fail LexisNexis InstantID Q&A tags. This allows your workflow to react to the errors from LexisNexis InstantID Q&A by not applying tags that need a complete Q&A result. 
4. To do this, click on the tag node (e.g. LIQ QA Pass) in the workflow and then click on Options from the left-hand side of the tag Action window. From there you can use the If data is missing dropdown to change the Service Failure Handling option.
5. You can create a catch-all error tag like LIQ QA Error, with Service Failure Handling set to Apply Tag. This marks evaluations that failed to run the LexisNexis InstantID Q&A data service. You can use this tag to adjust the outcome logic in later steps.
6. From there you can look to adjust your outcome logic to account for failures with the LexisNexis InstantID Q&A data service. You can make your outcome logic conditional and allow tag LIQ QA Error to provide a path to Manual Review outcome when LexisNexis InstantID Q&A returns errors stopping the Q&A process from running.
7. To edit outcome logic, Click on the Outcomes button in the top right corner of the workflow. 
8. Next click on the Edit button to the right of the outcome you are editing. 
9. You can then use the flashing chain link icons on the right side of the workflow nodes to add to your outcome.

This article provides general examples and may not fit your exact use-case or Workflow configuration. For more specific help, please contact Alloy Support via support@alloy.com.