RiskOS™ Dashboard Setup

Set up Prefill in the RiskOS™ Dashboard

Before you start

Make sure you have the following:

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Note:

Prefill accelerates form-fills with verified identity data, while Advanced Prefill adds real-time risk intelligence to stop fraud and maximize conversion. For details on Advanced Prefill setup, refer to the Advanced Prefill Solution Guide.

How it works

Socure Prefill is an identity enrichment available in RiskOS™. It evaluates provided PII and returns best-matched identity attributes to pre-populate forms and reduce user effort.

Prefill helps you:

• Reduce onboarding friction
• Improve form completion rates
• Normalize identity data early in the workflow
• Support downstream verification and risk evaluation

Prefill returns structured identity attributes that can be surfaced directly to the user interface or passed downstream to other workflow steps.

How Prefill fits into a workflow

In RiskOS™, workflows are built by connecting reusable components. Prefill is added as an Enrichment step.

Once the enrichment runs, its outputs are available to downstream workflow components, including:

• Conditions
• Decision rules
• Manual review steps
• Final decisions

For more detail on these components, see Workflow Steps.

Execution flow in RiskOS™

Prefill runs synchronously as part of a RiskOS™ workflow. There is no user handoff or pause in execution.

flowchart LR
    A[Input]
    B[Prefill]
    C[Routing logic]
    D[Decision]

    A --> B --> C --> D

At a high level, the execution flow looks like this:

1. Input
   You call the Evaluation API with available PII attributes.

2. Prefill enrichment
   RiskOS™ evaluates the input and returns best-matched identity attributes.

3. Routing logic
   The workflow evaluates whether Prefill results are present.

4. Decision
   The workflow proceeds based on configured outcomes (for example, Accept, Resubmit, or continue evaluation).

Workflow components used by Prefill

Prefill uses a subset of standard RiskOS™ workflow components.

Configure Prefill

Add Prefill to a workflow

1. In the RiskOS™ Dashboard, go to Workflows and create a new workflow or open an existing one.
2. Add an Input step (custom input configuration may require assistance from Socure).
3. Add an Enrichment step and select Socure Prefill.

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Tip:

In international markets, consider pairing Prefill with Phone Risk to improve confidence when verifying identities across fragmented data sources.

Configure routing and decisions

Use a Condition step to evaluate whether Prefill results are returned.

A common configuration:

• Condition: socure_prefill_response is set
• Outcomes:
  • Accept: Prefill successful
  • Resubmit: Prefill unavailable or incomplete

Save and publish

Once your workflow is configured, publish it to go live.

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Workflow testing checklist

Use this checklist to confirm accuracy, resilience, and completeness before going live.