Workflow

Group Evaluations

• Creating Groups for Joint Accounts with Individual Applicants
• Creating Groups for Joint Business/Shareholder Accounts

General

• List Service Match Types: Fluid vs. Non-Fluid PII
• Creating a new outcome in a workflow
• Understanding the Allow or Deny List Raw Response in the Evaluations Summary
• The Allow and Deny List Services
• How to Clone a Workflow
• How to add Input Attributes in workflows

See all 9 articles

Individual Onboarding

• Identity Element Velocity

Document Verification

• ID Document Validation (United States)