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Onboarding & KYC

What is the effect of the "Scan ID documents" setting?

If you are the workspace owner of the system for your company, you can configure several settings for the onboarding / KYC workflow under PROFILE -> WORKSPACE SETTINGS -> PROCESS SETTINGS (see figure):

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__wf_reserved_inherit

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Note: As soon as you change a setting, it applies to every process created after that point. Existing open or closed processes are not affected by the change.

The following settings are available:

  • Upload & read ID documents: Should the KYC process support uploading and automatically reading ID documents?

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