Configure the Portal by following the steps below to set up your verification requirements. Choose a ready-made workflow or build a custom workflow by selecting individual checks. You will need to ensure your team members have access to the portal. Once this is all set up, you'll be able to request checks from your users.
You can see the configuration screen shown below:
Choose your configuration
Before you start here, get familiar with our user view. See what your users would go through by using the following demo.
You can either use preconfigured workflows or create your own based on what checks you require:
Select a Ready-made workflow.
Create a custom workflow.
Ready-made workflows
Yoti offers two different types of ready-made workflows:
ID Verification workflows
UK ID Verification workflows
ID Verification workflows
The ID verification workflows are pre-configured Yoti schemes that allow you to verify a users ID document, perform a biometric face match and verify their address if required.
UK ID Verification workflows
The "UK ID Verification workflows" are UK Government-certified identity workflows for DBS checks, Right to Work (RTW), and Right to Rent (RTR).
A digital RTW check requires the user to have a British or IRE passport.
Share Code fallback
Yoti also provides a share code validation workflow that can be enabled as a fallback to the RTW scheme. When this is active, users are first asked to present a passport from either the United Kingdom or Ireland. If they do not have one, they are given the option to provide a UK RTW share code.
We will check that the share code is in the correct format (starting with 'W' and of the correct length) and that it has not expired. If validation fails, users will have another chance to enter a share code, along with guidance to help them generate the correct share code from the UK government website.
Combination
You also have the ability to use a combination of our ready-made workflows. This allows your users to meet multiple requirements within the same journey. For instance, you can request an RTW workflow and a DBS workflow; users will be asked for an RTW document first, then any additionally required DBS documents if DBS requirements have not already been met. You can also include a non-UK Identity Profile workflow.
Custom workflows
When creating a custom workflow, you will need to directly configure each check and task that you want Yoti to perform.
Below describes the multiple checks Yoti provides for identity verification. We offer a manual check for most of the checks. If you require a manual check, please select the following as part of your check:
Check type | Description |
|---|---|
Always | The requested check will always be manually checked regardless of the success of the automated check. |
Never | The requested check will never get manual checked. |
Fallback | The requested check will be manually checked if the automated check fails. |
You can select your preference for each check.
Checks explained
If you understand what checks you want, you can skip this section.
Name | Manual check available |
|---|---|
Liveness check | ❌ |
Document authenticity | ✅ |
Text extraction | ✅ |
Face match check | ✅ |
Supplementary documents | ✅ |
Document comparison | ❌ |
Address check | ❌ |
AML check | ❌ |
For more information on our checks, please head to our product guides above.