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Workflow Builder

The Workflow Builder is a visual tool on the HV One Platform for creating and managing onboarding workflows. A workflow is a set of modules combined with conditions that clients use to onboard their customers.

  • Modules are blocks that perform one specific activity (e.g., selfie capture, ID card validation)
  • Conditions help branch a workflow (e.g., if selfie passes → face match, otherwise → decline)

In this section

FAQs

Q: I can't see the "Create Workflow" or "Import Workflow" button. A: You might be on the wrong link. Check if you're logged into https://beta.dashboard.hyperverge.co/ and not https://dashboard.hyperverge.co/.

Q: Why can I edit Dynamic Form modules but not Bank Account Verification modules? A: Dynamic Form modules allow full customization, but "super modules" like Bank Account Verification have limited UI editing to prevent disrupting internal functionality.

Q: I imported an API module but it shows as a different module type. Why? A: The Builder uses the module's subType to determine display. Change the subType manually, or remove and re-add the module on the builder.

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