Integrating IdentityCheck with Process Plan

Welcome to a seamless operational experience with Process Plan, where efficiency meets simplicity. Process Plan offers a robust toolkit for visually diagramming processes, automating workflows, and managing daily operations. By integrating IdentityCheck, you enhance this automation with precise ID verification, ensuring every step adheres to compliance standards and user verifications are handled swiftly and securely.

Why Connect IdentityCheck to Process Plan

IdentityCheck enhances Process Plan’s mission to automate business operations, ensuring that your business runs like a well-oiled machine. By integrating IdentityCheck, you can streamline KYC checks, improve compliance, and maintain high security in your workflows. Businesses like Guardian Tax Solutions have already benefited, cutting onboarding time by 90%, proving the transformative potential of this integration.

Setting Up the Integration

1. Log into your Process Plan account.
2. Navigate to the Integrations section in your dashboard.
3. Select IdentityCheck from the list of available integrations.
4. Authorize the connection by entering your IdentityCheck API credentials.
5. Configure the ID verification process settings to fit your operational needs.
6. Save the integration settings and finalize the setup.

How It Works in Process Plan

Once integrated, IdentityCheck complements Process Plan’s workflow automation by initiating an automatic identity verification check at specified steps. For instance, when onboarding a new client, IdentityCheck can verify their identity directly within the workflow, ensuring seamless and efficient KYC compliance without manual intervention.

Frequently Asked Questions

Where is my data stored during ID verification?

Your data is securely stored in compliance with industry standards, ensuring privacy and protection during and after the verification process.

Can I customize the integration settings?

Yes, the integration allows comprehensive customization, enabling you to tailor ID verification steps to match your unique workflow requirements.

What happens if an identity check is incomplete?

Incomplete verifications trigger alerts within Process Plan, allowing you to review and address any issues swiftly, ensuring minimal disruption to your workflow.

Final Thoughts

Integrating IdentityCheck with Process Plan transforms your business operations, ensuring compliance and boosting efficiency with automated ID verification. By leveraging this powerful integration, you can focus on what truly matters—growing your business and achieving unparalleled success.