Workflows - deepidv

Design multi-step verification flows by combining the exact services you need — then trigger them with a single API call or verification link.

Workflows are the core of deepidv. Instead of configuring individual services every time, you build a reusable flow once — pick your services and reference that workflow by ID whenever you create a session. deepidv intelligently determines the optimal step order to minimize friction for the applicant.

Head to app.deepidv.com/dashboard/workflow to create workflows and browse templates.

How Workflows Work

A workflow defines:

Which services to run — any combination of the services available on the platform
The total session cost — the sum of all enabled services

When you create a session with a workflowId, deepidv automatically runs every check in that workflow. The platform intelligently orders the steps to reduce friction and maximize completion rates — results come back as a single session.

Available Workflow Services

Drag and drop any of these into your workflow:

ID Verification

Scan and validate government-issued identity documents.

Face Liveness

Confirm the applicant is a real, live person.

Age Estimation

Predict the applicant's age from a selfie.

PEP & Sanctions

Screen against global sanctions and PEP lists.

Adverse Media

Scan for negative press and legal mentions.

Phone Verification

Live call with a spoken voice prompt to verify identity.

Address Verification

AI-driven questions to confirm the applicant's location.

Bank Statement Sync

Pull bank statements via open banking.

AI Bank Analysis

AI breakdown of income, spending, and affordability.

Title Search

Look up property title records and lien data.

Document Upload

Collect documents with AI fraud detection.

Custom Prompt Picture

Request a specific photo based on your prompt.

Custom Forms

Add custom questions, fields, and file uploads.

The total cost of a workflow session is the sum of each enabled service. Only add what you actually need — see Pricing for per-service rates.

Creating a Workflow

From the Admin Console

Go to Workflows in the sidebar
Click Create Workflow
Pick a name and drag and drop the services you want to design your workflow
Save — deepidv handles the step ordering automatically

You can also start from a template — pre-configured workflows for common use cases that you can customize to fit your needs.

Via the API

Manage workflows programmatically through the Workflows API.

Workflow Templates

Templates are pre-built starting points designed for the most common verification scenarios. Pick one, tweak the services, and you’re live.

KYC Onboarding

The go-to template for full identity verification during user signup.

Starts with: ID Verification
Commonly added:
- [+] Face Liveness — confirm the applicant is physically present
- [+] PEP & Sanctions — screen against global watchlists
- [+] Adverse Media — surface negative press or legal mentions
- [+] Phone Verification — verify phone ownership via live call
- [+] Custom Forms — collect additional data points specific to your onboarding

Lending & Financial Services

Built for lenders, brokers, and financial service providers who need both identity and financial data.

Starts with: ID Verification
Commonly added:
- [+] Face Liveness — stop spoofed applications
- [+] Bank Statement Sync — pull transaction data directly from the applicant’s bank
- [+] AI Bank Analysis — automated income, spending, and affordability breakdown
- [+] PEP & Sanctions — compliance screening
- [+] Title Search — property ownership and lien lookups
- [+] Document Upload — collect pay stubs, tax returns, or other supporting docs with fraud detection

Age-Gated Access

A lightweight flow for services that need to confirm the applicant meets a minimum age.

Starts with: Age Estimation via selfie
Fallback logic: If the estimate is borderline or below your threshold, the workflow can trigger a full ID Verification step to confirm date of birth from the document
Commonly added:
- [+] Face Liveness — prevent photo or video spoofing

Property & Real Estate

Designed for real estate transactions, property management, and title companies.

Starts with: ID Verification
Commonly added:
- [+] Title Search — pull ownership history, liens, and encumbrances
- [+] Address Verification — AI-powered location confirmation
- [+] Document Upload — collect lease agreements, contracts, or proof of ownership with fraud detection
- [+] Custom Forms — capture property details or tenant information

Custom Workflow

Start from scratch and build exactly what your use case requires. Drag and drop any combination of services to design your workflow and save.

Every template can be fully customized after creation. Add or remove services at any time from the Admin Console.

Using a Workflow

Once you’ve built a workflow, reference it by workflowId when creating sessions:

curl -X POST https://api.deepidv.com/v1/sessions \
  -H "Content-Type: application/json" \
  -H "x-api-key: YOUR_API_KEY" \
  -d '{
    "firstName": "Jane",
    "lastName": "Smith",
    "email": "jane.smith@example.com",
    "phone": "+14165557890",
    "workflowId": "wf_abc123"
  }'

Find your workflowId in the Admin Console under Workflows.

Integration Flow

Your backend creates a session with deepidv, receives a verification URL, and redirects the applicant. deepidv handles the entire user-facing experience and notifies your server when results are ready.

Common Use Cases

Use Case	Recommended Template	Key Services
Standard user onboarding	KYC Onboarding	ID Verification, Face Liveness, PEP & Sanctions
Mortgage or loan application	Lending & Financial	ID, Bank Sync, AI Analysis, Title Search, Doc Upload
Age-restricted product/content	Age-Gated Access	Age Estimation, Face Liveness, ID fallback
Tenant screening	Property & Real Estate	ID, Address Verification, Custom Forms, Doc Upload
Compliance-heavy onboarding	KYC Onboarding	ID, Face Liveness, PEP, Adverse Media, Phone Verification
Quick document collection	Custom	Document Upload, Custom Forms

Managing Workflows

List all workflows

curl -X GET https://api.deepidv.com/v1/workflows \
  -H "x-api-key: YOUR_API_KEY"

Retrieve a specific workflow

curl -X GET https://api.deepidv.com/v1/workflows/wf_abc123 \
  -H "x-api-key: YOUR_API_KEY"

View sessions for a workflow

curl -X GET "https://api.deepidv.com/v1/sessions?workflow_id=wf_abc123" \
  -H "x-api-key: YOUR_API_KEY"

See the full Workflows API Reference and Sessions API Reference for complete endpoint details.

​How Workflows Work

​Available Workflow Services

ID Verification

Face Liveness

Age Estimation

PEP & Sanctions

Adverse Media

Phone Verification

Address Verification

Bank Statement Sync

AI Bank Analysis

Title Search

Document Upload

Custom Prompt Picture

Custom Forms

​Creating a Workflow

​From the Admin Console

​Via the API

​Workflow Templates

​KYC Onboarding

​Lending & Financial Services

​Age-Gated Access

​Property & Real Estate

​Custom Workflow

​Using a Workflow

​Integration Flow

​Common Use Cases

​Managing Workflows

​List all workflows

​Retrieve a specific workflow

​View sessions for a workflow

​Getting Started

Build Your First Workflow

Quick Start Guide

How Workflows Work

Available Workflow Services

Creating a Workflow

From the Admin Console

Via the API

Workflow Templates

KYC Onboarding

Lending & Financial Services

Age-Gated Access

Property & Real Estate

Custom Workflow

Using a Workflow

Integration Flow

Common Use Cases

Managing Workflows

List all workflows

Retrieve a specific workflow

View sessions for a workflow

Getting Started