Customization

Customize Your Capture App Flow

The Predictive Document Verification (DocV) Web SDK includes customizable options that allow you to modify the user interface and user experience of the Capture App flow.

After completing your SDK integration, use this section to learn how to build and deploy a customized flow that matches your organization's style, branding, and document verification use case.


Step 1: Build your Capture App flow in RiskOS™

On the DocV App page in RiskOS™:

  1. Select your Capture App flow use case, then customize the Capture App UI to match your application's theme.
  2. When you are finished, save the flow to the Production environment.

Step 2: Deploy your custom flow

The DocV Web SDK requires you to make a POST request to the /api/evaluation endpoint to generate a docvTransactionToken. You can deploy your custom flow settings using the data.individual.docv.config object parameters in the API request body. The docvTransactionToken returned in the API response will automatically apply your Capture App flow settings to the transaction.

curl --location 'https://riskos.socure.com/api/evaluation' \
  --header 'accept: application/json' \
  --header 'authorization: Bearer a182150a-363a-4f4a-xxxx-xxxxxxxxxxxx' \
  --header 'content-type: application/json' \
  --header 'X-API-Version: 2025-01-01.orion' \
  --data-raw '{
  ...
    "docv": {
      "config": {
        "send_message": false,
        "language": "en",
        "use_case_key": "customer_use_case_key",
        "redirect": {
          "method": "GET",
          "url": "https://www.socure.com",
        "document_type": "license"
        },
      },
      ...
    }'

The following table lists the config object parameters:

ParameterTypeDescription
send_messageBool

Set to true to enable the SMS text message containing the document request URL. This field is set to false by default.

To prepopulate the consumer's phone number in the Web SDK handoff screen:

  • Set the send_message field to true.
  • Provide a valid mobile number in the phone_number field.

Note: SMS behavior varies by region:

  • US & Canada: Messages are sent from our approved short code 33436.
  • All other countries: Messages are sent from our long code +15103301986.
languageOptional

Determines the language package for the UI text on the Capture App.

Note: Socure can quickly add support for any new language requirement that is not listed above. For more information, contact [email protected].

use_case_keyString

Deploys a customized Capture App flow on a per-transaction basis. Replace the customer_use_case_key value with the name of the flow you created in theRiskOS™ Dashboard.

  • If this field is empty, the Capture App will use the flow marked as Default in RiskOS™.
  • If the value provided is incorrect, the SDK will return an Invalid Request error.
redirectObject

Contains the method and url parameters for redirecting the consumer after the document capture and upload process is canceled or completed on the Capture App.

methodString

Defines the redirect method. Possible values are GET or POST. This parameter is required if redirect is provided.

urlString

Specifies the redirect destination URL. You can also pass values using query strings to uniquely identify each transaction. This parameter is required if redirect is provided.

document_typeString

Specifies a single acceptable document type for the transaction and implements a simplified flow. Possible values are:

  • license: Driver's license
  • passport: Passport

If the document_type value is incorrect or is not provided, the Document Request endpoint will use the document type defined in the Flow settings on the DocV App tab in RiskOS™.


How the redirect object works

The optional redirect object conforms to the following type:

{
  url: string;
  method: 'GET' | 'POST';
  headers?: { [key: string]: string };
  delay?: number;
}

The redirect object allows you to redirect the consumer after the Capture App flow is canceled or successfully completed using the following fields:

  • url: Sets the destination website address. You can also pass values using query strings to uniquely identify each transaction.
  • method: Defines the redirect method. Possible values are GET or POST.
  • headers: Adds optional headers to the request.
  • delay: Adds a delay before redirecting, specified in milliseconds (for example, 5000 for 5 seconds).

How document_type works

The document_type field sets a default acceptable document type for the transaction using the values license for driver's license or passport for passport. After the SDK is launched, the Capture App flow will implement a simplified flow that skips the Selected ID Type Screen and starts the consumer on the Document Capture Screen. See Document Verification Flow for more information.

The Selected ID Type Screen and Document Capture Screen in the Capture App flow.


Step 3: Redirect to the Capture App

When you call the <Anchor label="/api/evaluation" target="_blank" href="https://help.socure.com/riskos/reference">/api/evaluation</Anchor> endpoint, the API response includes a one-time-use document request URL that is used to redirect the consumer to the Capture App flow. Depending on your integration workflow, the consumer can access the document request URL using one of the three methods listed in the tabs below.

To automatically send the document request URL to the consumer's mobile phone via SMS text message:

  1. In the API request body, configure the following fields:

    • Set the send_message field to true.
    • Pass a mobile number in the phone_number field.
curl --location 'https://riskos.socure.com/api/evaluation' \
  --header 'accept: application/json' \
  --header 'authorization: Bearer a182150a-363a-4f4a-xxxx-xxxxxxxxxxxx' \
  --header 'content-type: application/json' \
  --header 'X-API-Version: 2025-01-01.orion' \
  --data-raw '{
    ...
    "phone_number": "+13475550100",
    "docv": {
      "config": {
        "send_message": true,
        ...
      }
    }
  }'