The Claims Matching module verifies an employee's identity by comparing data from their Session against trusted reference data from one or more connected directories. Sessions that fail are routed to manual evaluation.
For an overview of this module and how it works, see Claims Matching.
Supported with:
:white_check_mark: Workflows | :x: Flows
Add Claims Matching to Workflows
- In Dashboard, find Build & Verify in the left menu. Select Flow Builder > Workflows.
- Click New or select an existing Workflow.
- From the Processes list, drag and drop the Claims Matching module into the builder.
- You can click the three dots > Edit on the module node to open the Configuration Options panel and adjust settings as needed.
Configuration Options
After making changes on any tab, click Save Configurations to apply them.
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Description
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Controls how the claims matching policy is applied to this project:
- _Editable_: Policy ID field can be set or changed in Dashboard to reference an external claims policy.
- _Enabled_: Policy is active and available.
- _Disabled_: Policy is shown but locked and cannot be changed.
- _Hidden_: Policy option is not displayed in the configuration UI.
Contact your Incode Representative to enable this option for your organization.
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| Setting |
|---|
| **_Policy ID_** |
{/* TODO: Confirm with PM — confirm the full set of configurable claims (Name, Date of Birth, Country, City, Region) and whether they appear as individual settings on this tab or are managed solely through the Policy ID reference; add rows for each claim if they are individually configurable here */}
{/* TODO: Confirm with PM — confirm whether there are additional tabs (e.g., a per-claim configuration tab) beyond General */}