Configuration

📄️ Workflows

A customer will go through many different steps as they are verified by ComPilot. A sequence of these steps is called a workflow.

📄️ Providers

Identity verification and screening providers are services that add data to, or process data from, your workspace in the ComPilot Dashboard. That data can then be accessed through the ComPilot Dashboard and the API. Providers can perform a variety of tasks. For example, the ComPilot KYC provider collects KYC data using the ComPilot Identity Widget and adds that data to the ComPilot Dashboard.

📄️ Rules Engine

The ComPilot Rules Engine allows you to create and edit rules that can check if customers' KYC data meets certain criteria (such as age or citizenship). Rules are grouped together into scenarios.