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Build Your First Flow

This guide walks you through creating a basic verification flow in Zenoo Studio. By the end, you will have a working flow that verifies a person’s identity, screens them against sanctions lists, and returns a result.

What you’ll learn

  • How to create a new project and flow in Studio
  • How to add and configure check nodes in the visual builder
  • How to connect nodes to build a verification sequence
  • How to test your flow with sample data
  • How to read the results

Before you start

Make sure you have:
  • A Zenoo Studio account with admin or editor permissions
  • At least one verification provider connected (see Connect Providers)
  • Access to the staging environment for testing

Create your flow

1

Create a new project

From the Studio dashboard, click New Project. Give it a name (e.g., “Customer Onboarding”) and select the project type — Person Verification for KYC or Company Verification for KYB.Each project acts as a container for related flows. You might have one project per product line or customer segment.
2

Open the flow builder

Inside your new project, click Create Flow. The visual flow builder opens with a blank canvas and a Start node already placed.The flow builder has three areas:
  • Canvas (center) — where you arrange and connect nodes
  • Node palette (left sidebar) — available check types you can drag onto the canvas
  • Configuration panel (right sidebar) — settings for the selected node
3

Add an identity verification node

From the node palette, drag Identity Verification onto the canvas. Connect it to the Start node by dragging from the Start output port to the Identity input port.Click the node to open its configuration:
  • Provider — select your identity verification provider
  • Document types accepted — choose which ID documents to accept (passport, national ID, driving license)
  • Liveness check — toggle on to require a selfie with liveness detection
4

Add a screening node

Drag a Screening node onto the canvas and connect it after the Identity Verification node.Configure the screening node:
  • Provider — select your screening provider (e.g., WorldCheck)
  • Databases — select PEP, Sanctions, and Adverse Media
  • Match threshold — set the minimum match score to flag (e.g., 80%)
Start with a lower threshold (70-80%) during testing to see more matches. You can tighten it before going live.
5

Add a decision node

Drag a Decision node after the screening node. This is where the flow determines the outcome.The decision node evaluates all upstream check results:
  • All checks pass, no screening hits — auto-approve
  • Screening hits found — route to Case Management for manual review
  • Check failures — route to Case Management or reject automatically
6

Connect the end nodes

Add Approved and Review Required end nodes. Connect the Decision node’s outputs to the appropriate end nodes.Your flow should now look like: Start, Identity Verification, Screening, Decision, with branches to Approved and Review Required.
7

Save and test

Click Save in the top toolbar. Then click Test Flow to open the test runner.Enter sample data:
  • First name and Last name
  • Date of birth
  • Country
Click Run Test. Studio executes the flow using your staging provider credentials and displays the results in real time.
8

Review results

The test runner shows each node’s result:
  • A green checkmark for nodes that passed
  • A yellow warning for nodes that flagged issues (screening hits)
  • A red cross for nodes that failed
Click any node to see its detailed output — identity match score, screening hit details, document authenticity results.

What happens when issues are found?

When a flow routes someone to “Review Required,” Zenoo automatically creates a case in Case Management. The case includes:
  • The person’s details as a case entity
  • All check results as required checks
  • Any screening hits as alerts
Your compliance team picks up the case from there. See How Do Cases Work? for details.

What’s next?