Capture App Flow Setup

Create and configure a flow that controls how the Capture App collects ID, document, and selfie images for Document Verification (DocV). This page explains both flow-level configuration and per-transaction overrides.


How it works

RiskOS™ supports two types of configuration for Capture App flows:

1. Flow configuration (per environment)

Create or edit Capture App flows—Document Verification, Secondary Document, Selfie Intelligence, or Selfie Reverification—inside the environment where they will run (Sandbox or Production).

Flows do not sync automatically between environments.

2. Customization, Branding, and Copy

Make branding, theme, and copy changes in Sandbox first. Once finalized, publish them and then replicate the same configuration in Production.

For full customization instructions, see Customization, Branding, and Copy.


Flow configuration

  1. Create or edit a flow

    In the RiskOS™ Dashboard, navigate to Settings > DocV App > Flow. You can create a new flow using + Add Flow or duplicate an existing one by opening its three-dot menu and selecting Clone.


    Note: You can create multiple flows to support different verification paths (e.g., onboarding vs. step-up verification). Flow names should clearly indicate their purpose so your systems can route users correctly.

    A maximum of 12 flows is supported per environment. Contact your Account Manager if you require more.

  2. Configure flow options

    When creating or editing a Capture App flow, configure the options below to define how the flow behaves. These settings determine which document types users can submit, whether a selfie is required, and how long their session link remains valid.

    Core options

    FeatureDescription
    Flow NameDisplay name for the flow.
    Set as Default FlowMakes this the default flow in the current environment.
    Skip Splash ScreenStarts Capture App flow without the splash/intro screen.
    Document TypeAccept license only, or license + passport. If set to license-only, the user skips document type selection.
    Selfie CaptureEnable/disable selfie capture (availability depends on integration/version).
    Enable Selfie Auto-Capture UIEnables the updated selfie UI with automatic capture. Native SDKs fall back to the standard frame if unsupported.
    Link ValidityThe allowed time window (minutes/hours/days) for a user to start the capture session after the link is issued. Default is 1 day.

  3. Save the flow

    Click Create to apply the configuration in the current environment.


    Note: For redirect, logos, colors, fonts, and text, see Customization, Branding & Copy. These settings must be configured in Sandbox and then published to Production.


Per-transaction configuration via the Evaluation API

You can override certain flow behaviors for a single transaction by including fields under data.individual.docv.config in your request to the /api/evaluation endpoint. These overrides let you adjust document requirements, flow routing, language, SMS delivery, and redirect behavior without modifying your environment-level flow configuration.

Use these options when you need dynamic, one-off adjustments that differ from the default Capture App flow your environment is configured to use.


Common overrides

Example request

The example below shows a typical Evaluation API request with several per-transaction overrides applied.

{
  "id": "APP-123456",
  "timestamp": "2025-07-31T15:00:10.761Z",
  "workflow": "consumer_onboarding",
  "data": {
    "individual": {
      "given_name": "John",
      "family_name": "Smith",
      "date_of_birth": "1989-05-07",
      "phone_number": "+19998887777",
      "address": {
        "line_1": "1234 N College Ave",
        "locality": "New York City",
        "major_admin_division": "NY",
        "country": "US",
        "postal_code": "10001"
      },
      "docv": {
        "config": {
          "document_type": "license",
          "send_message": true,
          "language": "en-us",
          "redirect": {
            "method": "POST",
            "url": "https://example.com/docv"
          }
        }
      }
    }
  }
}

config fields

FieldTypeDescriptionExample
configObjectConfiguration options controlling Capture App behavior and document verification flow for a given transaction.See config schema below.
document_typeStringRestrict to a single document type (license or passport) for a simplified flow. Users skip the document type selection screen when passed."license"
send_messageBooleanSet to true to send an SMS to the provided phone number with the document request URL. Defaults to false.

- US & Canada: sent from short code 33436
- Other countries: sent from +1 (510) 330-19xx
true
languageStringDetermines Capture App UI language. Defaults to en-us."en-us"
redirectObjectObject containing post-capture redirect behavior.See redirect schema below.
redirect.methodStringAccepts GET or POST. Required if redirect is provided."POST"
redirect.urlStringThe destination URL to send the consumer after capture. Can include query strings for transaction tracking. Required if redirect is provided. You can configure a common redirect link for all DocV session in the configuration > redirect settings section of the RiskOS™ Dashboard."https://example.com/docv"