Changelog

We’ve just shipped two powerful AI-driven capabilities to help teams move faster, reduce manual reviews, and streamline identity verification flows.

1. Watchlist hit review

Automatically assess false-positive watchlist hits so your team can focus only on the alerts that truly matter.

What it does:

• Analyzes watchlist matches using Percy AI
• Flags likely false positives
• Reduces manual review time and improves operational efficiency

This feature helps cut through noisy alerts and speeds up approvals without compromising compliance.

2. Document Extraction

A fully automated way to analyze user-submitted documents and extract structured, ready-to-use data.

What it does:

• Reads and interprets uploaded documents (e.g., IDs, statements)
• Extracts key fields into clean, structured data
• Reduces manual data entry and improves accuracy across workflows

Perfect for onboarding flows that require document-based data capture.

🛠 Where to find them

Both features are now available directly in the Percy AI tab when adding nodes to a Playbook.

And this is only the start! Many more powerful Percy AI agents are on the way to help you automate reviews, reduce manual work, and move faster than ever.

We’ve launched our Review Platform, a comprehensive system designed to help your operations team handle reviews faster, smarter, and more fairly.

Built around a sophisticated prioritization engine and dynamic work distribution, the Review Platform ensures that the right reviews reach the right team members at the right time, reducing idle queues and improving overall SLA performance.

Key highlights

• Real-time operational visibility: Live queue metrics, SLA proximity tracking, and staffing insights to help you stay ahead of bottlenecks.
• Fair work distribution: A configurable pull-based system that prevents cherry-picking and balances workload across your team.
• Smart prioritization: Multi-factor intelligence automatically escalates reviews based on urgency, SLA proximity, and other conditions.
• Specialized routing: Segment work by risk, complexity, or expertise, sending fraud cases to specialists and routine checks to general reviewers.
• Performance tracking & compliance: End-to-end audit trails and live dashboards to monitor productivity, queue health, and SLA adherence.

With the Review Platform, your team can resolve more reviews in less time, without sacrificing quality or compliance. Learn more: https://docs.onefootprint.com/articles/guides/manual-review-platform-introduction#review-platform.

You can now copy and paste nodes directly in your onboarding flows.

• Hover over any node (e.g. Identity information) and click the new Copy button.
• When adding a new node, use Paste node to insert an exact copy.
• Copying and pasting works across playbooks, making it easy to reuse configurations in other flows.

This update makes it much faster to duplicate and reuse nodes without rebuilding them from scratch.

Stay tuned — we’re continuously improving the Onboarding Engine, with more design and usability updates coming soon.

You can now fully customize your onboarding flows to match your brand directly in our Onboarding Engine. With Theming, you can define colors, typography, buttons, inputs, and more using JSON, and apply your theme across any of your playbooks.

Whether you want to align playbooks with your company’s design system or run experiments with different styles, Theming gives you the flexibility to make the experience truly yours.

How it works:

• Create a theme by defining style variables (e.g. colors, border radius) in JSON.
• Apply that theme to any playbook instantly.
• Reuse themes across multiple playbooks for consistent branding.

This means your onboarding experience can now look and feel just like the rest of your product!

We’re excited to announce two powerful additions to our Onboarding Engine: External API nodes and Input Schema nodes. These give you greater flexibility and control when building automation workflows for identity verification, onboarding, and beyond. Onboarding is now truly programmable with just a few clicks!

External API Nodes

You can now connect to any third-party service directly from your playbook. With the new External API node, you can:

• Call any external API (GET, POST, etc.) to verify user data or trigger actions.
• Pass in onboarding variables as parameters for dynamic, context-aware requests.
• Customize headers, query parameters, and expected response types (JSON supported).
• Extract response data into onboarding variables to drive conditional step-ups

This opens up endless possibilities for integrations, from fraud detection APIs, dynamic payment checkout, and even custom data enrichment services.

Input Schema Nodes

Playbooks now support Inputs, letting you define the exact schema required to run a playbook. By specifying structured inputs like strings, numbers, or nested objects you can now dynamically control onboarding with real-time data. For example, pass in a transaction amount or risk score and use that to conditionally step-up the user with a document verification. The customizations are limitless!