Desktop Document Capture

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TrustX supports native ID document capture directly through a web browser on a desktop using Trust Web. Desktop Capture support enables users to complete document verification directly from their desktop webcam, with new activities, quality tuning, and injection attack detection tailored for the desktop environment.

This guide will describe how to integrate the suite of desktop capture activities to configure a flow in the Process Designer.

Configuring the Process Definition

Desktop document capture support front and back facing ID documents. The capture process for each follows a similar flow to regular document capture. This guide will cover front-facing document capture, but the same rules apply for back-facing document capture. For more information on each configurable activity, see the Desktop Document Capture activity parameters.

Step 1 - Create a Process Definition

1. Create a new Process Definition by navigating to Process Definitions > New Process Definition in the Backoffice application.
2. Add a 'Create Start Event' to the Process Designer.

3. Click the 'Start' event to open the right-side contextual menu and enter a name for the 'Name' input parameter.
4. Add a 'Create End Event' to the Process Designer and connect it to the 'Start' event using a sequence flow arrow.

5. Click the 'End' event to open the right-side contextual menu and enter a name for the 'Name' input parameter.

Step 2 - Introduction and Capture Consent

It is recommended to configure a Process Definition to include an introduction and confirmation of capture consent when capturing an ID document.

1. Add an 'Introduction' and 'Capture Consent' activity to the Process Designer and connect them using the Global connect tool.

Step 3 - Set Document Type

There are various approaches that can be taken to set the document type, including:

• Define Document Type - Define the document type and country. This activity sets the document type and country code to be used in the next activities without user interaction.
• Select Document Type - Requests the user to select a document type.

For this example, the 'Select Document Type' activity will be used.

1. Add a new gateway to the Process Designer. This will represent the entry of the document capture flow.
2. After the gateway, add the 'Select Document Type' activity to the Process Designer.

3. By default, the 'Select Document Type' activity supports the following; drivers license, ID card, Passport, other. It features the following input parameters:

Step 4 - Capture Document

The 'Desktop Document Capture - Front' activity can be used to capture the front-side of an ID document using a desktop. This step will describe how to add the activity and the configurable input parameters available.

1. After the 'Select Document Type' activity, add a new gateway to represent the beginning of the front-side document capture.
2. Add the 'Desktop Document Capture - Front' activity to the Process Designer and connect them using the Global connect tool.

3. The activity supports the following configurable input parameters:

4. Additionally, the activity contains two error boundary events:

Step 5 - Configure Document Checks

TrustX provides a variety of document checks that can be used to determine quality and authenticity of a captured document image. See Document Capture and Verification for a full list of available document checks.

For desktop document capture, the only unique difference from a regular document capture flow is the use of the 'Document Desktop Quality' assessment activity.

The activity includes the following configurable input parameters:

The activity includes one error boundary event, 'F ailed document quality', which is triggered when the document fails quality assessment.

Step 6 - Process and Check Document Type

After document quality and authenticity checks, an ID Document Processor can be used to process and extract document information. In this step, the document will be processed and the document type will be checked for an acceptable document type.

1. After completing checks, add a 'Confirm Document Image - Front' activity to the Process Designer. This activity will prompt the user to confirm the captured document image.
2. Add an 'ID Document Processor' to process that captured and confirmed document.
3. After data has been extracted, add an 'Acceptable Document Type' activity to check the document type to ensure it matches the document type selected at the start of the flow.

Step 7 - Finalize Process Definition

1. After the 'Acceptable Document Type' activity, add a 'Simple Decider'. This activity is used to make a PASS or FAIL decision based on the outcome of the quality and authenticity checks.
2. Connect the 'Simpler Decider' activity to the 'End' event.

3. Click the 'Save & Deploy' button at the bottom of the page to finalize the Process Definition.

Test and View Results

To test the flow, create a new Process Token from the Process Definitions page.

1. Navigate to the Process Definitions page and find the passcode registration Process Definition.
2. Click the 'key' under the 'Actions' tab to create a new Process Token.

3. A pop-up modal will appear where parameters of the token can be defined.

4. At the desktop capture screen, permissions to use the web camera will be requested. If MANUAL is configured, a button will appear where the user can start the capture process. Otherwise, document capture will initiate automatically.

Manual desktop capture will show a circular button to initiate the capture process

5. Results of the capture can be viewed by navigating to the Process Instances page and finding the Process Definition using the search filter options.

6. Captured documents and checks performed can be found under the 'Documents' section.