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VerifiX — secured by ITSEC

Use case — Onboarding

No-code verification links

Send a verification without shipping any code.

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The problem

Relationship managers and onboarding staff need to verify a single customer today, not next sprint.

Modules used

Journey builder
Case management
White label

The flow

What runs, in order

Each step is an independently configurable module with its own result on the decision object.

  1. 1

    Step 1

    Journey selected in the console and a shareable link generated

  2. 2

    Step 2

    Link sent by email or messaging, opened on the customer's own phone

  3. 3

    Step 3

    Result lands in the same queue as API-created sessions

Outcome

What the team is left holding

Verification available to non-technical teams from day one.

Walk through this flowSee the module catalog

Related

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Confirm where a customer actually lives, not just who they are.

All use cases

See VerifiX on your own onboarding flow

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