Process Definition Guide
What is a Process Definition
A Process Definition determines the authentication or onboarding flow that your users will carry out to onboard and verify with your application. For example, the flow can be updated to include Document Capture and Face Capture.
Process Definitions are visualized using a Business Process Model and Notation Diagram (BPMN Diagram) where you can change the Identity Verification flow, and define key elements such as thresholds and algorithms.
Example of a BMPN diagram
How to Create a Process Definition
There are two ways to create a process definition. The simplest method is to follow one of the templates provided. Alternatively, Process Definitions can be created from scratch using a BPMN file to represent your identification flow.
- Create a Process Definition from Scratch.
- Create a Process Definition from a Template.
Create a Process Definition from Scratch
Find the Creation Button
Navigate to the Process Definition page found on the left-side vertical menu.
- Process Definition Navigation
To create a new Process Definition, navigate to the top right of the page and click “Create New Process”.
To create a new Process Definition from scratch once on the Create Process Definition page, click "New Process Definition".
On the below figure (4), the top fields are as follows:
- Name - The name of your Process Definition. This is a required field.
- Description - A brief description that details the purpose of the Process Definition. This field is optional.
- Type - Options include Identity Verification and Authentication.
- Process Definition Creation
The BMPN has some elements and symbols that are typical for modelers. A complete description of these can be found on the Edit Process Definition page.
For icons specific to TrustX, a complete description can be found on the Edit Process Definition page. Additionally, when hovering over the icon a description will appear. When pressing on an icon to bring it into the BPMN flow, a description of the icon will appear. See two figures below.
- Description of the Icon
- Description When Bringing Into the BPMN
Once the flow is created and is ready to be deployed, they can be deployed by pressing the “Save and Deploy Changes” as seen in 8. If required, the process can be saved to be returned to at a later stage by hitting “Save Changes” or can be canceled entirely by pressing “Cancel Changes”.
- Save and Deploy
Create a Process Definition from a Template
Navigate to the Process Definition page found on the left-side vertical menu.
To create a Process Definition from a template, navigate to the top right of the page and hit “Create New Process”.
To use one of the existing templates, hit the relevant one in the Process definition page
On the below figure (4), the top fields are as follows:
- Name - The name of your Process Definition. This is a required field.
- Description - A brief description that details the purpose of the Process Definition. This field is optional.
- Type - Options include Identity Verification and Authentication.
The template chosen will have its predefined flow and elements within it.
Elements within the flow can be added or removed to customize the template. By pressing “Remove” as seen below, this will take out this particular element from the overall flow of the end user’s journey.
Once the flow is created and is ready to be deployed, they can be deployed by pressing the “Save and Deploy Changes” as seen in 8. If required, the process can be saved to be returned to at a later stage by hitting “Save Changes” or can be canceled entirely by pressing “Cancel Changes”.
- Save and Deploy
Generate a Token
A token can be used to share your Identity Verification flow with the end user. Once a Process Definition is created, follow the steps below to generate a token.
- New Process Definition Created
The process is now searchable within the Process Definition Tab as seen in the second screenshot. A token is created to allow the customer to start a process instance. To create a Token for the process, click the “Create Token” key icon under the Actions column.
- Determine the Count
Once created, the user will be prompted to choose how many times the token can be used. The token can be:
- single use (count limited)
- multi use (count limited)
- time limited
- unlimited
For more information on creating tokens and the full list of available parameters, see the Process Definition Tokens Guide.
To continue to create the token, the user can hit “Create Token”
- Determine the Count
The Token is now created. The user can open the Process is a new tab by clicking the link as seen in figure 11. It will open in a new browser tab and is usable immediately.
- Process Definition Created
Preview Process Definition Details
Backoffice users can now see Process Definition details by clicking on the icon next to Process Definition Name. Upon clicking, a pop-up screen with Process definition details will be shown will all relevant details associated.
