Know Your Customer
One Touch KYC

One Touch KYC Workflow

Workflow Overview: One Touch KYC

Introduction

One Touch KYC by Signzy provides businesses with a streamlined process for customer identity verification. This workflow overview document outlines the steps involved in setting up and using One Touch KYC, from creating a client to generating unique journey links for end users.

1. Create Client

To begin using One Touch KYC, businesses need to register with Signzy to obtain a client ID. This client ID is crucial for accessing Signzy's APIs and configuring the KYC journey.

Steps to Create Client:

  1. Register with Signzy: Businesses must sign up on the Signzy platform to create an account.
  2. Receive Client ID: Upon successful registration, a unique client ID is provided, which will be used for subsequent API calls.

2. Create Flow

With the client ID in hand, businesses can create a customized KYC journey configuration. This configuration allows businesses to tailor the KYC process to their specific needs and branding.

Important Configuration Options:

  • Branding: Customize the KYC flow with accent colors, company logo, and button colors to match the business's branding.
  • Language Support: Offer multiple language options for a diverse user base.
  • Peripherals: Configure options like allowing mobile access and showing help.
  • Document Capture: Specify the countries and document types for verification. Set whether review is allowed.
  • Face Capture: Define liveness check type and enable face matching.
  • Post-Processing: Set callback URLs and redirection URLs for success and failure.
  • Pre-Processing: Configure journey link validity and privacy policy link.

3. Create Journey Link

After configuring the KYC journey, businesses can generate unique journey links for each user. These links can be integrated into the business's mobile app or website, directing users to the KYC process.

Steps to Create Journey Link:

  1. Hit the API: Configuring the journey settings, hit the API to generate a unique journey link.
  2. Receive Journey Link: The API response provides a unique link for each user.
  3. Integrate Journey Link: Embed the journey link into the mobile app or website to direct users to the KYC process.

4. Get Results

You can utilize callback url to capture the result of the journey, or can use the getJourneyAPI

  1. Using Callback URL - While creating a journey link, you can include a callbackUrl to receive the data automatically.
  2. Using Callback URL - Simply call the getJourney API with the journeyID (generated during the createJourney API call) to retrieve the output.



By following these steps, businesses can leverage One Touch KYC to provide a seamless, secure, and efficient identity verification process for their users.