To begin creating dynamic enrollment workflows, user must first create an integration for user account. Click on the Configuration link reveals 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 allow them to complete the choice within the same window or browser, while SMS send 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

User 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 phone number.
   3. State: Select the appropriate state from the dropdown list.
      1. All: It displays all the state (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 date user want to view the appropriate workflow.
   6. End Date: Specify the end date from the date picker for which date user want to view the appropriate workflow.
   7. Click Search.
   8. Reset All: It clear all the filled fields.

2. Click on 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 a SMS text which contains a temporary password or verification code (OTP), after received 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, secure and streamline user experience to be authenticated. Customers receive a text message on their mobile phone with a secure link to be authenticated it happen only one time 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 enrolled using selfie as authID method, them only need to take a selfie to be verified.