Settings — Verification Defaults

The Settings ▸ Verification Defaults page controls what’s pre-selected when team members open the New Verification wizard. Set good defaults once and save clicks across every verification your team creates.

The page is admin-only. The user-side effect lives on the New Verification wizard’s Type and Steps steps — pre-selected template, pre-checked steps, and the subject-facing flow order all come from here.

Anatomy of the page

1. Page header

Standard PageHeader with the title Verification Defaults and a multi-line description.

2. Starting Template

A 3-card grid: Default / IDV Template / KYC Template. Picking IDV or KYC swaps the step grid below to that template’s seeded list. Picking Default keeps the custom list intact.

Plan-gated cards show a locked overlay with an upgrade tooltip when the tenant’s plan doesn’t include the underlying capability (e.g., KYC on Starter).

3. Default Type

When Default is the active template, this radio selects the underlying type (idv or kyc) the wizard pre-selects. Hidden when IDV / KYC / Custom is the active template.

4. Step grid

A grouped checkbox grid:

Group	Steps
Identity	document, person, biometric_face
Address & Contact	location, contact
Compliance	pep_hio, consent
Sign-off	attestation, signature

Each step has a checkbox, a label, and an estimated time-to-complete hint. Plan-gated steps render with a lock icon and upgrade tooltip.

5. Step order

Below the grid, a drag-and-drop list of enabled steps. Drag the grip handle to reorder. The order here is the order subjects see steps in their verification flow.

Two server-enforced rules:

• document must precede person (selfie compares to doc photo)
• attestation must be last (legal requirement)

The drag handles are disabled where reordering would violate these.

6. Save action

A standalone Save button that persists the entire form via useUpdateVerificationDefaults. The mutation accepts the template choice, default type, step list, and ordered list as one payload.

Plan gates

Several steps are gated by plan tier:

Step	Required tier
pep_hio	Professional
consent (advanced)	Professional
Bulk envelope-style packets	Business
Custom step authoring	Enterprise

Gated steps appear in the grid for visibility but cannot be checked.

How defaults flow into the wizard

When a user clicks New Verification:

1. The wizard’s Type step pre-highlights the configured starting template
2. If Default is the template, the underlying type is the configured default
3. The Steps step pre-checks every step in the configured list
4. The order shown to subjects is the order set here

Per-verification overrides are still allowed — defaults are just the opening hand.

Permissions and scope

Role	View	Edit
Owner / Admin	✓	✓
Member	Indirect (sees pre-selections in the wizard)	✗
Viewer	✗	✗

Audit logging

Save emits org.verification_defaults_updated with the diff. The event surfaces in Settings ▸ Audit Log.

Troubleshooting

Symptom	Most likely cause	Fix
Step locked with upgrade tooltip	Plan tier excludes step	Upgrade under Settings ▸ Billing
Save fails	document/person/attestation order violated	Re-order to satisfy the rule
New defaults don’t appear in wizard	User had wizard open across the save	Refresh the wizard tab
Custom step doesn’t show in grid	Custom step authoring is Enterprise-only	Upgrade or use a stock step
Drag handle disabled	Reorder would violate a server-side rule	Adjust adjacent steps first

Related pages

• Verifications ▸ New — the wizard that consumes these defaults
• Settings ▸ Scoring — controls deduction weights, complementary to step config
• Settings ▸ Billing — plan tier gates which steps are available
• Settings ▸ Audit Log — org.verification_defaults_updated events