Onboarding & KYC

What effect does the "Scan badges" setting have?

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

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

The following settings can be made:

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