Onfido Settings

The Onfido settings are defined in JSON format as key-value pairs. The following settings are available:

JSON Key

Description

SourceEntityName

The entity associated with the digital journey that calls the Onfido processor.

Needed only if the Onfido processor is used on an edit form (to alter an existing record) to update the workflow entity's business status after the scan.

If the Onfido processor is used on an insert form (to create a new record), this key is not needed.

UseProcessorForOCR

Boolean value. When set to true, on OCR request will be sent to DCS.

UseProcessorForCheck

Boolean value. When set to true, the raw identity check reports received from the Onfido service are attached to the FTOS_ONFIDO_CHECK entity (in the FTOS_ONFIDO_CHECKREPORT related entity).

UploadFallback

Boolean value - default: false.

When set to true, an optimized camera UI will be used to take a live photo of the identity document. When this is not possible (because of an unsupported browser or mobile device), it will fall back to the mobile device's default camera application.

IMPORTANT!  
This method does not guarantee live capture, because some mobile device browsers and camera applications allow uploads from the user's gallery of photos.

OnfidoCountry

The identity document's issuing country specified using a 3-letter ISO 3166-1 alpha-3 country code.

OnfidoDocumentType

An array with desired document types. Allowed values are: "national_identity_card", "passport", "driving_licence", and "residence_permit".

Referrer

The URL of the web page where the Web SDK will be used. The referrer sent by the browser must match the referrer URL pattern in the SDK token for the SDK to successfully authenticate.

DocumentHasTwoSides

Boolean value indicating if the user will scan both sides of the identity document.

UseDefaultValues

Boolean value. When set to true, the processor will create a new Onfido applicant with the information defined in DefaultApplicantData.

DefaultApplicantData

JSON object containing key-value pairs for the default Onfido applicant's data.

ApplicantData

The attributes from which the Onfido applicant's data is retrieved.

Entities

Indicates the entities that will be populated with the scanned values.

DestinationEntityName – Name of the entity that is populated with the scanned data.

SourceEntityName – Entity associated with the digital journey that uses the automation processor. If this is the same entity that is populated, this value will be identical to DestinationEntityName.

SourceLookupDestinationName – Name of the SourceEntityName lookup key that points to DestinationEntityName. If they are the same entity, enter the primary key.

OptionSets

Replaces values returned by the Onfido processor with entries from an option set.

OptionSetName – Name of the option set that stores the valid replacement values.

MappingName – Name of the field as returned by the Onfido processor.

OptionSetItems – Key-value pairs that map the value returned by the Onfido processor (the key) to the replacement value from the option set (the value).

If the value returned by the Onfido processor is not found in the OptionSetItems keys, the entry will not be populated. The user will be able to manually select only values from OptionSetName.

LookupEntities

Validates values returned by the Onfido processor based on records in an entity.

MappingName – Name of the field as returned by the Onfido processor.

EntityName – Name of the entity that stores the valid values.

AttributeKey – Name of the attribute in EntityName that stores the valid values.

Parent – Defines hierarchical relationships between lookup entities. For instance, you can check if a city name belongs to a valid county name.

  • MappingParentName – Name of the parent field as returned by the Onfido processor.
  • AttributeParentKey – Name of the EntityName lookup key linked to the parent entity.

If the value returned by the Onfido processor is not found in the lookup entity, the entry will not be populated. The user will be able to manually select only values from the lookup entity.

MaskNextStepUrlSuccess

Location in the user interface where the user is redirected after a successful check.

entity – Entity name.

form – Form name of the above entity.

section – Optional parameter for the section name of the above form.

MaskNextStepUrlFail

Location in the user interface where the user is redirected after a failed check.

entity – Entity name.

form – Form name of the above entity.

section – Optional parameter for the section name of the above form.

UseLocalization

Boolean value. Setting it to true enables user interface localization.

Localization uses the FTOS_DFP_OnfidoLocalization client script library to populate the interface text fields. By default, only the en-US locale is defined. Edit the library to add additional languages.

DocumentType

The document type that identifies the set of attribute mappings used by the processor (see Onfido Mappings).

Only one document type can be enabled per automation processor.

Example

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{  
   "SourceEntityName":"myAccountApplication",
   "UseProcessorForOCR":true,
   "UseProcessorForCheck":true,
   "UploadFallback":true,
   "OnfidoCountry":"ROU",
   "OnfidoDocumentType": ["national_identity_card"],
   "Referrer": "https://myOnfidoPortal.azurewebsites.net/",
   "DocumentHasTwoSides": false,
   "UseDefaultValues":true,
   "DefaultApplicantData":{
       "LastName": "DefaultLastName",
       "FirstName": "DefaultFirstName",
       "Email": "DefaultEmail@email.com"
   }, 
   "ApplicantData":{
       "LastName": {
           "AttributeName": "retailApplicantId_lastName",
           "Extension": "retailApplicantData"
       },
       "FirstName": {
           "AttributeName": "retailApplicantId_firstName",
           "Extension": "retailApplicantData"
       },
       "Email": {
           "AttributeName": "retailApplicantId_email",
           "Extension": "retailApplicantData"
       }
   },  
   "Entities":[  
      {  
         "DestinationEntityName":"myRetailApplicantData",
         "SourceEntityName":"myAccountApplication",
         "SourceLookupDestinationName":"retailApplicantId"
      },
      {  
         "DestinationEntityName":"myRetailApplicantAddress",
         "SourceEntityName":"myAccountApplication",
         "SourceLookupDestinationName":"myRetailApplicantAddressId"
      }
   ],  
  
   "OptionSets":[  
      {  
         "OptionSetName":"Gender Type",
         "MappingName":"Sex",
         "OptionSetItems":{  
            "Male":"Male",
            "Female":"Female"
         }
      }
   ],
   "LookupEntities":[  
      {  
         "MappingName":"DistrictCode",
         "EntityName":"District",
         "AttributeKey":"Code"
      },
      {  
         "MappingName":"BirthDistrictBody",
         "EntityName":"District",
         "AttributeKey":"Code"
      },
      {  
         "MappingName":"IssuingCountry",
         "EntityName":"FTOS_CMB_Country",
         "AttributeKey":"code"
      },
      {  
         "MappingName":"City",
         "EntityName":"City",
         "AttributeKey":"Name",
         "Parent":{  
            "AttributeParentKey":"DistrictId",
            "MappingParentName":"DistrictCode"
         }
      }
   ]
   
,
"maskNextStepURLSuccess":{  
      "entity":"myAccountApplication",
      "form":"TestOnfido",
      "section":"step2"
   },
"maskNextStepURLFail":{  
      "entity":"myAccountApplication",
      "form":"TestOnfido",
      "section":"Step1"
   },
"UseLocalization": true,
"DocumentType":"IdRom"
}