Changelog

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!

We’re thrilled to introduce our new Onboarding Engine: a visual workflow builder tool to help you design, customize, automate, and scale your onboarding workflows, all from one place.

🧩 Choose your onboarding type

Whether you’re verifying individuals, businesses, or just collecting documents, our new Onboarding Engine supports it all:

• KYC: Onboard and verify individuals with identity checks and documents
• KYB: Verify business entities and their beneficial owners
• Document-only: Collect identity documents, proofs of address, and more, with no onboarding logic required
• Bank linking: Your users can link their bank account to their account

⚡ Start from templates or build your own

Accelerate setup with prebuilt templates for:

• Tenant screening
• Credit card applications
• Driver onboarding

You can also choose from partner-ready templates like Alpaca and Apex, or build a fully custom flow to meet specific requirements from scratch.

🔍  Control what data you collect

Collect exactly what your compliance or ops team needs:

• Basic info: name, date of birth, contact details
• Residency and SSN
• Custom investor profile questions
• Custom pages (requirements) with a number of different available component such as, text fields, dropdowns, checkboxes, radios buttons, making your onboarding as flexible as possible.
• Documents and Selfie

🛡 Add verification checks

Seamlessly integrate verification and compliance steps like:

• Database-backed KYC checks
• AML screening
• Sanctions & watchlist screening (OFAC, PEP)
• Adverse media checks for criminal or reputational risks

⚙ Write rules with ease and precision

Need precision? You’ve got it. Write your own onboarding rules and automate decisions — all inside a simple, intuitive editor.

🪄 Actions

Once a rule is triggered, automate follow-up actions:

• Set decisions like “fail” or “manual review”
• Tag users (e.g. fraud)
• Leave notes for internal reviewers

🔧 Full control, no compromise

Our Onboarding Engine gives you unmatched flexibility and transparency over how users are onboarded — so you can stay compliant, reduce fraud, and improve user experience.

Check out the video below for more details:

We’re making it easier to access decrypted data while maintaining control and security. With our new Auto-Decryption feature, you can now opt-in to automatically decrypt selected fields across every vault you enter.

🔹 How It Works:

• When decrypting data, you’ll have the option to enable auto-decryption for the next 8 hours.
• Once enabled, every time you enter a vault, the selected fields will be decrypted automatically.
• You can modify the fields being auto-decrypted or end auto-decryption at any time.

🔒 Security First:

• Sensitive data like SSNs will never be auto-decrypted by default.
• All access to decrypted data is logged for security and compliance.

This update ensures a more efficient workflow without compromising security. Try it out and let us know what you think! 🚀