Configure individual module settings to customise how modules process customer data during verification journeys. Module settings give you the flexibility to fine-tune verification and requirements, data extraction preferences, and module processing behaviour to match your specific requirements.

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When to use module settings

Use module settings when you need to:
  • Specify which data fields are required for document extraction.
  • Ignore certain parts of a document during classification. For example, if you only needed the module to process the front of a UK driver’s license and ignore the back.
  • Turn on or off optional verification options.
Module settings apply to individual modules within a journey and can be configured differently for each module instance.

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Access module settings

Module settings are available during journey configuration and can be modified after adding modules to your journey. To access module settings:
  1. Open your journey in the journey builder.
  2. Click the module that you want to configure, for example, the Data Extraction module.
  3. Click Settings.
  4. Modify the available settings based on your requirements.
  5. Click Save all settings.

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Module settings configuration examples

This section covers common examples that apply to using the settings feature for modules.

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Example 1: Document Extraction module settings

The settings in the Document Extraction module allow you to specify which data fields you require from the customers’ documents based on your use case. This example assumes you have the Document Extraction module present in your customer journey. To configure settings in the Document Extraction module, follow the steps below:
  1. Open your journey in the journey builder.
  2. Click the Document Extraction module.
  3. Click Settings. A window with the available module settings appears on your screen as shown in the image below:
Extraction Image Pn
For this use case, the required data that must be extracted for the verification to proceed include:
  • Firstname
  • Lastname
  • Date of Birth
  • Expiry Date
Note that the module always extracts all available data from submitted documents. These settings only help you control which extracted fields are required for the module to be considered successful. When you toggle a field on, that field becomes mandatory for a successful extraction outcome. When you toggle a field off, the module will still extract that data if present, but won’t require it to determine success or failure. For example, if you untick Date of Birth, the module will still extract the date of birth if it’s present on the document, but a missing date of birth won’t cause the extraction to fail. Only the fields you’ve toggled on are considered necessary for the module to report a successful result.
  1. Modify the available settings based on your requirements for data extraction.
  2. Click Save all settings.

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Example 2: Document Classification module settings

The Document Extraction module processes both the front and back sides of submitted documents. However, the settings functionality in the Document Classification module allows you to ignore certain parts of a document during classification, for example, the back side of a document. This example assumes you have the Document Classification module present in your customer journey. To configure settings in the Document Classification module, follow the steps below:
  1. Repeat steps 1 through 3 from the Document Extraction module settings section.
Result:
Class Image Pn
For this use case, Ignore Double Sided Documents is selected. This means that whenever the Data Classification module runs, it processes only the front side of the document and ignores the back side.
  1. Modify the available settings based on your requirements for data classification.
  2. Click Save all settings.
The Ignore Double Sided Documents setting only applies to documents that are expected to have both sides, such as driver’s licences or national ID cards. This setting does not affect single-sided documents like passports.For double-sided documents:
  • When turned on, the module processes only the front of the document, and the journey completes successfully.
  • When turned off, the front and back sides of the document must be submitted for the journey to run successfully.
For single-sided documents:
  • This setting has no effect on processing behaviour, since these documents only have one side by nature.
  • You can submit just the single side of the document, regardless of whether this setting is enabled or disabled. The journey processes the document normally in both cases.
This documentation will be updated as more changes to module settings are released.