Using Face Match in Workflow: Selfie Flow

The Face Match Selfie Registration flow allows subjects to upload a selfie that is used to automatically match and sort their photos within a job. This helps reduce manual sorting and improves accuracy during fulfillment.

Face Match must be enabled for each individual job.

1. Open the job in Workflow

2. Go to Job Settings

3. Click into the Face Match section

4. Check the Enable selfie registration box

5. Sync

Once enabled, the job is ready for selfie registration. If you do not see the "Face Match" section within your job settings contact your CSM.

The subject clicks the selfie registration link provided. This can be shared by copying the link from the job settings. Jobs do not need to be active in order for subjects to access the registration link.

The subject is required to:

• Fill out the registration form

• Complete any custom fields configured for the job

• Accept the Biometric Data Policy (Terms & Conditions)

After submitting the form, the subject is prompted to upload a selfie.

Camera Button Behavior:

• Desktop: Opens a file browser to upload an existing image

• Mobile: Opens the device camera to take a photo

Once a valid image is uploaded, the subject will see a confirmation screen.

Unsorted images can be uploaded either before or after subjects complete selfie registration. If images are uploaded beforehand, they will be automatically sorted on a rolling basis as each subject submits their selfie. If images are uploaded after registration, they will be sorted upon sync. The workflow job will display the subject submitted info as the subject record data.

• Encourage subjects to upload a clear, well-lit selfie

• Avoid hats, sunglasses, or group selfies for best results

• Review unsorted images after syncing to catch edge cases