Setting Up an Onfido Automation Processor

1 Create a digital flow settings group

The Automation Blocks automation processor must be hosted inside a digital flow settings group. A digital flow settings group can include multiple automation processors and is typically used as a container for the automation processors called by a specific digital journey.

If you already have a digital flow settings group you wish to host your Onfido automation processor, skip to 2 Add the Onfido processor settings to a digital flow settings group. Otherwise, follow the instructions below to create a new digital flow settings group:

  1. In Innovation Studio, go to Main Menu > Digital Experience > Digital Journeys > Processor Settings.
  2. In the Digital Flow Settings list page, click the Insert button at the top right corner to add a new digital flow settings group.
  3. In the Add Digital Flow Settings window, enter a Name for your digital flow settings group.
  4. If you already have a digital journey set up where you wish to call the Onfido automation processor, select it from the Digital Journey drop-down box.
  5. Click the Save and Close button at the top right corner to save your flow settings group.

2 Add the Onfido processor settings to a digital flow settings group

  1. In Innovation Studio, Main Menu > Digital Experience > Digital Journeys > Processor Settings.
  2. In the Digital Flow Settings list, double click the desired digital flow settings group.
  3. In the Processor Settings section, click the Insert button.
  4. Fill in the following fields:
    • Name – Enter a name for your processor settings.
    • Flow Settings – Leave the default value.
    • Digital Processor Type – Select Onfido.
    • Settings – JSON code for the automation processor's settings. For details, see Onfido Settings.
    • Mapping – JSON code for the automation processor's mappings. For details, see Onfido Mappings.
  5. Click Save and Close at the top right corner of the screen.