Creating a Trust Flow

You use a Trust Flow to define the verifications that confirm an individual’s identity.

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Creating a Trust Flow

From the Trust Flows page, you can view all available flows and create new ones by click + Create Trust Flow. Steps:

1. Enter a name for your flow (e.g., “Business AML Screening”).
2. On the left panel, you’ll see the available verification tools grouped by category.
3. On the right panel, you’ll build your flow by clicking the → button into sequence.
4. Arrange the steps in the order you want them to run.
5. Once complete, click Save. You can then test the flow by clicking Preview.

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Verification types (Products)

To understand which verification types are available, use the Products page as your reference.

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Trust Flow Settings

Use the Trust Flow Settings panel to define how your trust flow runs. Once you have created a Trust Flow, you can use the Trust Flow Settings options to preview, test, or integrate it with other systems.

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a. Preview Button

• Click Preview to open the flow in a new browser tab.
• This lets you test the flow as an end user would experience it, ensuring all steps run correctly before going live.

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b. Trust Flow Settings

• Click the Settings button to configure additional options for your Trust Flow.

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i. Redirect after completion

• Enable redirect and add a Redirect URL where users will land after completing verification.

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ii. Add verification webhook

• Toggle Add Verification Webhook to receive real-time verification results in your system.
• Enter your Webhook URL and Secret Key.

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Integration

For a full overview, see the Integration overview page. Click on the <> button to access sharing options for your Trust Flow.

• Copy the direct link to share the flow with colleagues or partners for testing.
• Alternatively, scan the QR code to launch the flow instantly on a mobile device.
• These options make it easy to distribute and test flows without manual setup.

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Design Settings

The Design Settings allow you to customize the look and feel of your verification flow so it aligns with your company’s branding. You can:

• Upload your company logo to display during the verification journey.
• Change the color scheme to match your brand’s primary and secondary colors.
• Adjust typography (fonts and text styles) for a consistent brand experience.
• Link your privacy policy so customers can easily review how their data is handled.

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Templates

Templates automatically add specific Verification Types and the corresponding Tool settings needed to achieve the trust flow goal for your users.

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View History

View History lets you review past activity for the trust flow. The table below lists view history. Click an entry to open the audit details. The screen below shows the audit details.