Use Workflow Builder to set limitations for your applicants and create a verification flow that considers their age and determines further actions—sending for manual review or declining the profile.

Build flow for managing applicants based on their age

Design a verification flow that will take into account the applicants’ age, and transfer them to the next step according to the provided data and flow settings.

Step 1. Create verification level and add level step node

At the first step, you need to create a verification level that collects data about the applicant’s age and add it to the Workflow Builder’s canvas:

1. Add a verification level including the Full name and Date of birth fields in the Applicant data verification step. The Date of birth field should be marked as required.
2. Go to Applicant Workflows, add a level step to the canvas, and attach the created verification level by selecting it from the list.

Step 2. Add nodes to delegate profiles for manual review

At the second step, include the condition node that considers the applicant’s age and sends profiles for the manual review. For example, if you want to delegate for manual review the applicants who are older than 70, do the following:

1. Click on the initial node created earlier and select Condition as the next step.
2. Configure the condition branch:
   1. Select the If logical operator.
   2. From the Field drop-down list, select the applicant.info.age parameter.
   3. Set a logical condition (in our case we use greater than) and specify the age value.
3. Add the final Review step node to complete your verification flow and set up delegation of the applicant profiles:
   1. Within the created condition branch, click Choose next step and select Review step.
   2. In the review step configuration, identify the type of terminal step—select Manual review.

Step 3. Include nodes to reject applicants

Add the branch that will reject applicants who are younger than a certain age:

1. Go back to the created condition node and add a new branch.
2. Configure the condition branch:
   1. Select the If logical operator.
   2. From the Field drop-down list, select the applicant.info.age parameter.
   3. Set a logical condition—select less than and specify the age value.
3. Adjust the Review step node to decline applicant profiles:
   1. Within the created condition branch, click Choose next step and select Review step.
   2. In the review step configuration, identify the type of terminal step—select Final reject.
   3. Specify reasons or add labels that will explain the decision.

Step 4. Start using flow

Once the flow is created and configured, you can save the draft, perform test verification, and publish the flow to run the checks:

1. Save the draft and experiment with your flow — create copies and conduct tests.
2. Publish the flow to go live once the flow configuration is tested.

Step 5. Receive verification results

Get verification results via the webhooks or view them in applicant profiles.