To begin creating dynamic enrollment workflows, the user must first create an integration for the user account. Click on the Configuration link to reveal the following options panel.

Parameter Descriptions:

• Name: Display name for the integration.
• Enabled: Enables or disables workflows from being initiated.
• Verification Workflow: Determines how a user can access the offer flow. Inline allows them to complete the choice within the same window or browser, while SMS sends a link to a user's mobile phone.
• Biometric Enrollment Offer Probability: Likelihood of a user being offered to enroll their biometrics.
• Force Enrollment on Offer Received: Removes the ability to let a user choose to receive their pin code normally. Functions similarly to a Selfie Transaction.

DUE – Create Workflow

The Identity Portal can be used to initiate and offer workflow by navigating to Dynamic Enrollment -> Workflows ->
Create Workflow.

Parameter Descriptions:

1. Account ID: ID for a Verified user. Used to locate an existing biometric credential to authenticate against.
2. Phone Number (Mandatory): Phone number for a user. Required, since they might not receive a biometric
   enrollment offer and still need to receive their one-time passcode.
3. Session Expiration: Time in seconds for a user to complete the flow.
4. Email (Optional): Alternate transport mode for an offer flow.

As presented with the following screen:

5. Click Create. A new flow gets created as in the below screen.

DUE – View Workflows

The control panel displays the recent transactions in the configured workflow.

Search appropriate Workflow

Users can search specific Enrollment Workflow Details using the below search criteria:

1. Specify user search criteria, to view the appropriate workflows,
   1. Account ID: Enter the user's unique account ID to view the appropriate workflow.
   2. Phone Number: Enter the user's phone number.
   3. State: Select the appropriate state from the dropdown list.
      1. All: It displays all the related status (created, finished, and expired).
      2. Created: It displays only the Created state workflow.
      3. Finished: It displays only the Finished state workflow.
      4. Expired: It displays only the Expired state workflow.
   4. Result: Select the appropriate result from the dropdown list.
      1. All: It displays all the results (unknown, success, failed, and error).
      2. Unknown: It displays only the Unknown Result workflow.
      3. Success: It displays only the Success Result workflow.
      4. Failed: It displays only the Failed Result workflow.
      5. Error: It displays only the Error Result workflow.
   5. Start Date: Specify the start date from the date picker for which the user wants to view the appropriate workflow.
   6. End Date: Specify the end date from the date picker for which the user wants to view the appropriate workflow.
   7. Click Search.
   8. Reset All: It clears all the filled fields.

2. Click the more arrow icon or on the dynamic enrollment, it redirects to view Enrollment Workflow Details.

DUE – Authentication Method: SMS

When SMS authentication is used/selected customers receive an SMS text that contains a temporary password or verification code (OTP), after receiving customer must enter that code.

This is an infographic icon for customer to understand how much secure this method is.

Verified screen-print

DUE – Authentication Method: Selfie

When Selfie authentication is used/selected customers receive a much richer, more secure, and streamlined user experience to be authenticated. Customers receive a text message on their mobile phone with a secure link to be authenticated it happens only once to be enrolled.

Find the below is an infographic icon for customer to understand how much secure this method is.

DUE – Verified Transaction

Once the customer enrolls using a selfie as an authID method, they only need to take a selfie to be verified.