Overview

When integrating with Inscribe via API, the first step is uploading documents into Inscribe. Here's an overview of the typical workflow:

• Upload documents that live in your system of record - this is often a Loan Origination System ("LOS"), a Customer Relationship Management software ("CRM", like Salesforce), a case management software, customer support software (like Zendesk), or homegrown software for processing customer applications.

After documents are uploaded to Inscribe, our system will process them.

Depending on features you purchase from Inscribe, processing may involve several steps, including:

• reviewing the documents for signals of fraud,
• processing the text in the document to verify key details,
• and performing KYC/KYB research on the individuals or business entities referenced in the document.

Finally, the document results can be returned via webhook automatically, or your system can poll for the results (our recommendation is to handle the webhooks if possible - this reduces load on your system and ours). The payload with the document results mirror the response from this endpoint.

UX Enhancements

Streamlined document collection with Inscribe Collect

• Accept document uploads with Inscribe's Collect feature, a customizable document collection portal to accept documents from customers, which we can send to the customer on your behalf or can be embedded directly into your application for a seamless user journey.