Managing Application Types

Under this section, admin users have the capability to manage their application types, tailoring them to specific business needs. Upon signing up, each user account is automatically associated with the default Core Identity (including Address Check) application type functionality.

When the user clicks on any application type, it will take them to the corresponding application type view page. Where admin users can access the following information:

Application type view page

Overview of the application type view page

• Application Type details: The application details will provide a brief overview of the application type. The application name type field makes it easy for the user to select the application, and a description of the application type will be displayed when the user chooses a particular application type. You can easily edit the name and description by using the edit functionality.
• Associated individuals info: The total count of individuals linked to the application type will be presented here. It's important to note that if any individual is associated with the application type, the deletion of the application type is restricted.
• Auto-email reminders: The status of the auto-email reminder for each mandate type can be viewed to determine if it is inactive or active. By default, the auto-email reminders are inactive for Core Identity (including Address Check)
• Checks info: The user can be able to see concise details regarding the checks linked to the application type, encompassing both the basic checks and any additional checks, if applicable.
• Additional documents: The user can view any additional documents that have been attached to the application type.
• Enable/ functionality: It is possible to toggle between active and inactive application types, with built-in enabled functionality.
• Edit/ functionality: Users have the ability to edit the name, description, additional documents, and auto-email reminders of an application type. However, once the application type is created, changes to checks are restricted
• Delete/ functionality: Users can only delete an application type if it is not associated with any individuals. If the application type is linked with active applications or individuals, the system will provide a warning message.

New application Type: To adapt application types to suit your business requirements, admin users can create custom variations by following these simple steps.

Step 1: Create a new application type

• Start a new application by clicking on the “+ New application Type” button

  

  Add new application type

Step 2: Provide details for the application type

• Provide a name and description for the application type.

The application type name can be customised with a maximum of 50 characters and visible to all users during the application creation process, allowing them to select this specific application type. When users select this application type on their application, a description will appear explaining the type of application and the necessary actions to be taken on the mobile App by the client.

• For each application type, you can toggle automated email reminders on or off.

  

  Auto-email reminder

When this feature is active, Verify will automatically send email reminders for up to six days to mobile customers who have not completed the required mobile actions.

Step 3: Add checks

You now have the option to select both basic and additional checks from the provided list, based on your subscription plan. These checks define the specific actions users must complete within the mobile app, ensuring the necessary checks are performed.

Step 4: Add forms

You can add forms to this application. These forms will need to be completed by your customer as part of the verification process. To add a form, simply click +Include Forms. This will display a list of forms you’ve created to meet your business requirements. Select the relevant forms you want to include in the application, and they will be added seamlessly.

Step 5: Add additional documents

After selecting the check, you have the option to add additional documents if needed. You can choose a document from the pre-configured default list, which includes commonly used documents. If the document you require is not listed, you can add a new one by clicking the "+ Additional Document" button.

The form will appear, prompting you to enter the Document Name, Document Type, and Description for the new document you would like to add to the application type.

This step is optional. If you prefer not to add any additional documents to the application type, simply click finish to complete the application creation process.

A workflow for creating a new Application-type