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Jumio Action

The Jumio Action enables secure identity verification embedded directly within Moxo workspaces. This streamlines various business processes where ID verification is involved, by allowing users to verify their identity without leaving the Moxo environment. Users receive prompts to complete the verification process, which involves ID capture, verification, identity verification, screening, and more.

 

 

Adding the Jumio Action 

The Jumio action can be added to a live Flow workspace or a Flow Template. 

To add Jumio to a Flow Template or an instant Flow: 

  1. Once you are in the Flow Builder, locate the desired location where you want to add the Jumio action.



  2. Drag and drop Jumio from the left-side panel under Integrations. Alternatively, click the '+' plus icon between actions in the Flow, and select Jumio.

 

To add Jumio to a live Flow:

  1. Enter the Flow Workspace where you want to add the new action.
  2. Then click on the '...' ellipses icon.



  3. Click on + Add New Action from the dropdown menu. 
  4. Scroll down and select Jumio under Integrations.



  5. Identify the step in the Flow where you want to add the Jumio action. Then click + Add Here.

 

Configure Jumio

Before adding a Jumio action to your Flow, please ensure you have a Jumio account created. First, you will need to ensure identity verification details are added. 

To add identity verification details:

  1. Title: Name your request clearly and concisely to reflect its purpose.
  2. Description: Add relevant details about your request. You can leverage DDR to pull data from your workspace details or previous actions by clicking on the ‘{.}’ autofill option.
  3. Attachments: Add any necessary attachments relevant to your request.
  4. Due Date: Set a due date for your request. If you want to avoid weekend due dates, make sure to select the Exclude Weekend option.
  5. Assignee: Add an assignee. Only one assignee can be added per request.
  6. Add Jumio Details: Select the appropriate options for the Jumio service you need: 
    • Select Data Center: Choose your data center. 
    • Select Workflow Type: Pick the workflow that matches your request. Options include:
      • ID Capture and Storage
      • ID Verification
      • ID and Identity Verification
      • ID Verification, Identity Verification, Screening
  7. Fill in the Client ID associated with your request. 
  8. Fill in the Client Secret. 
  9. Once all the details are filled in, click Add to submit your request. 

You can access your Client ID and Client Secret from the Jumio Portal. 

 

Assignee Experience

When a user is assigned a Jumio action, the action will appear as a seamless step in their workflow. Users will receive notifications whenever an action is assigned to them. These notifications will appear in the interaction chat panel. 

To complete the Jumio verification: 

  1. Click on the Jumio action and choose Start Verification.





  2. The Jumio verification process will load directly inside Moxo. Click on Start and follow the on-screen instructions to capture images of your ID documents.



  3. Complete the verification steps. 
  4. The Jumio action in Moxo will automatically be marked as completed upon successful verification.