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Socure › Integrate › Financial Services Operations \(FSO\)
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Financial Services Operations Integration with Socure

Configure the Financial Services Operations Integration with Socure application to verify a customer's identity and improve the customer's risk determination.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Process Automation > Flow Designer.

  2. In the Search field, search for Sync Reason Codes Flow.

  3. To set the conditions and frequency for the flow, select the Trigger field.

  4. Locate the flow you want to activate from the list of saved flows and open it.

  5. Click Activate.

    Note: When you are using the Financial Services Operations Integration with Socure for the first time, you must activate the scheduled flow and set the desired frequency.

  6. Configure the KYC service definitions, Socure - CDD - Customer and Socure - CDD - Contact.

    For information on configuring flows and service definitions, see Configure flows and Configure service definitions for Financial Services Operations applications.