Medallion™ Workflows

Learn how to utilize Medallion™ Workflows and streamline your operations!

Workflows

Workflows are customizable spaces in the Authenticate^® platform designed to enhance business productivity by providing a structured environment for efficient verification and streamlined operations. Users can be strategically assigned to these workflows based on specific criteria, allowing for tailored operational approaches. These workflows enable administrators to configure verification checks, set the number of attempts allowed, and extensively customize the user interface, including adding business logos and themes. This flexibility ensures a seamless and personalized experience that aligns with your brand identity, optimizing both functionality and convenience.

How to Set Up a Workflow

Step 1: Access the Workflow Interface

Log into your Authenticate® account. Once logged in, navigate to the Medallion™ tab on your dashboard to access the workflow configuration options.

Step 2: Choose or Create a Workflow

You can either customize an existing workflow or create a new one. To customize, select the workflow from the list provided. Click the "+ New Workflow" button to create a new one.

Step 3: Set User Location Preferences

Determine which countries you will accept users from. This helps tailor the verification process according to specific regional compliance and legal requirements.

Step 4: Configure Verification Methods

Choose the identity verification methods that are necessary for your operations. These might include Government ID Verification, Knowledge-Based Authentication (KBA), Selfie Verification, etc.

Step 5: Define Attempt Limits

Specify the number of attempts a user is allowed for verification. This helps prevent misuse of the verification process and enhances security.
Configure any or all of the enabled verification options based on level of desired friction.

Step 6: Enhance Security with Additional Checks

You can add additional verification layers for enhanced security. These could includes Criminal Check Indicator(US Only), 7 Year Criminal Activity Check, Background Verifications(Education, Employment, and Professional License Verification), or other relevant security measures.

Step 7: Customize the User Interface

You can customize the theme to match your brand’s visual identity by clicking the “Configure Theme” button under “Medallion™ Settings.” This includes colors, logos, and other user interface elements to provide a seamless brand experience.

Step 8: Configure Redirection

Specify the URL where users will be redirected after completing the verification process.

Step 9: Save and Activate

After configuring all settings, make sure to save the changes to activate the workflow. Review all settings before finalizing to ensure everything is set up as intended.

Your Workflow is now ready to be utilized. Additionally, you can check the demo attached below for a more detailed guide.

Workflow ID

A Workflow ID is a unique identifier referencing specific workflows within the Authenticate^® platform, particularly in the Medallion™ environment. This identifier is crucial for integrating workflows into various applications using both Low-Code solutions and direct API calls. This article explains a Workflow ID, how to retrieve it, and how it is utilized in the Low-Code and API flows within Authenticate^®.

What is a Workflow ID?

A Workflow ID is a unique alphanumeric string assigned to each workflow created in Authenticate^®. It serves as a reference point for the system to identify and execute the correct workflow, ensuring that the appropriate processes are followed, especially when multiple workflows exist within the same environment.

Retrieving the Workflow ID

To begin utilizing a specific workflow within your applications or integrations, you must first retrieve its Workflow ID. Here’s how you can do this:

Step 1: Accessing the Medallion Interface

Log in to your Authenticate^® Account.
Navigate to the Medallion™ tab where your workflows are listed.
Locate the workflow for which you need the ID.

Step 2: Copy the Workflow ID

The Workflow ID is found next to the workflow’s name, it always begins with a hash (#).
Click on it to copy the ID.

Using Workflow ID in Low Code Solutions

For Authenticate’s Low-Code integration , the Workflow ID integrates specific background verification processes without the need for extensive coding. This integration allows users to automate workflows efficiently and customize applications with precise control over which verification processes are utilized.

Implementation

For Low-Code Solution

Set up a workflow.
Mark it as default or copy the workflow ID.
Add the workflow ID under the preferredWorkflowID property. If this property is not provided the default workflow will be selected.

Using Workflow ID in API Integrations

For developers integrating Authenticate^® services directly through APIs, the Workflow ID is essential for specifying which workflow to execute when making HTTP requests.

API Usage

HTTP Request Configuration:
- Add the workflow ID under the preferredWorkflowID property in the Get User JWT API call. If this property is not provided the default workflow will be selected.
Authentication and Execution:
- Ensure your API call includes authentication tokens, any necessary parameters, and the preferredWorkflowID (optional) to execute the workflow accurately.
Handling Responses:
- Process the responses from the API call, and append the token to the Medallion™ URL.

Documentation and Support

For detailed instructions on integrating using Low Code solutions or API calls, refer to the official Authenticate^® documentation:

Understanding and correctly using the Workflow ID in Authenticate^® is fundamental for leveraging the platform’s capabilities within low-code environments and direct API integrations. By correctly applying these identifiers, developers, and system integrators can ensure that their applications and systems reliably perform the intended background verification processes configured in Medallion™.