View Journey

Overview

The View Journey functionality allows you to access, monitor, and manage your Video KYC/ Video PD flows. This includes viewing journey configurations, accessing admin and agent portals, and monitoring live Video KYC sessions.

Accessing Journey Management

JOURNEY_1

1. Navigate to Subscriptions

From the KwikID SaaS dashboard, navigate to the Subscriptions section in the left sidebar. This is where you can manage all your API subscriptions and journey configurations.

2. Select Video KYC/ Video PD

In the main content area, you'll see different API category tabs:

All (with green toggle)
Machine Learning APIs
Verification APIs
Video KYC/ Video PD (currently selected)
Digital KYC

Select the "Video KYC/ Video PD" tab to access your video KYC journey configurations.

Journey Configuration Interface

JOURNEY_2

Main Service Description

The Video KYC/ Video PD section displays:

Title: "Video KYC/ Video PD"
Description: "Fully RBI compliant Video KYC solution for Banks, NBFCs, Fintechs, Wallets, etc with AI assisted Facematch, OCR and Liveness, with built-in OVD verification services."
Action Buttons:
- Watch Demo (blue button) - View demonstration of the service
- Enable in Production (green toggle) - Activate the service in production environment

Additional Management Options

JOURNEY_5

Below the main description, you'll find several management buttons:

ADMIN PORTAL - Access the admin interface
API DETAILS - View API documentation and endpoints
SENDLINK - Generate and send verification links
CUSTOM STEPS - Customize the verification flow
CREATE JOURNEY - Create new verification journeys
Help (question mark icon) - Access help and support

Viewing Existing Journeys

JOURNEY_6

Journey List

Your configured journeys are displayed as separate cards below the main service description. Each journey shows:

Journey Name (e.g., "Default", "Video PD")
Steps Count (e.g., "Steps: 5")
Creation Date (e.g., "Created at: 07 Apr, 25 12:52:53 pm")
Last Updated (e.g., "Last updated at: 07 Apr, 25 12:52:53 pm")
Flow Steps - Visual representation of the verification process
Action Icons:
- Gear icon - Configure journey settings
- Disable icon - Disable the journey
- Delete icon - Remove the journey

Sample Journey Flow

JOURNEY_7

A typical journey flow includes these steps:

Selfie - Capture user's photo
Pan - Verify PAN card
Aadhaar - Verify Aadhaar card
Signature - Capture digital signature
Qna - Complete verification questions

Accessing Admin and Agent Portals

1. View Journey Details

Click on the gear icon next to any journey to view detailed information. This opens the "View Journey" modal showing:

Creation and Update Times
Domain Configuration (e.g., "strideone_uat")
Steps Count
Trigger Settings
Portal Links:
- Admin Portal: https://strideone.test.getkwikid.com/admin
- Agent and Auditor Portal: https://strideone.test.getkwikid.com/agent
- Static User Link: https://strideone.test.getkwikid.com/user?client_id=strideone_uat&api_key=strideone_uat&process=U

2. Journey Flow Visualization

The modal also displays a visual flow diagram showing the complete journey progression:

Start → SELFIE | Selfie → PAN | Pan Card → AADHAAR | Aadhaar Card → SIGNATURE | Signature → QNA | Qna → End

3. Access Portals

Use the provided portal links to access the respective interfaces:

Admin Portal

URL: https://strideone.test.getkwikid.com/admin
Purpose: Manage system configuration, user accounts, and overall system settings

Agent Portal

URL: https://strideone.test.getkwikid.com/agent
Purpose: Conduct Video KYC sessions, verify documents, and manage verification processes

Admin Portal Credentials

JOURNEY_3 JOURNEY_4

Viewing Credentials

To access the admin portal, you'll need the following credentials:

Domain: Your configured domain (e.g., "strideone_uat")
Admin ID: Your admin username (e.g., "strideone_uat_admin")
Admin URL: The admin portal URL

Resetting Admin Password

If you need to reset your admin password:

Access the "Admin Portal Credentials" section
Enter a new password in the "Password" field
Confirm the password in the "Confirm Password" field
Ensure the password meets all requirements:
- At least 8 characters
- Includes uppercase letter
- Includes lowercase letter
- Includes a number
- Includes a symbol
- Passwords match
- Less than 70 characters
Click "Update" to save the new password

Basic Info Card: Shows captured user image, name, DOB, gender, and address
User Location Card: Displays user's location on a map (e.g., "Navi Mumbai")

Center Panel - Live Video Call

Main Video Feed: Primary video stream of the user
Picture-in-Picture: Smaller inset video showing the agent
Call Controls: Camera, microphone, speaker, and end call buttons
Call Status: Shows "ongoing call" with timer
Recording Indicator: Red YouTube play button for video recording

Right Panel - Selfie Capture

Selfie Section: Circular placeholder for captured selfie
Capture Button: "Capture Selfie" button for taking photos
User Info: Displays user name and "User Captured Image" status
Additional Video Feed: Circular video display with call controls

Session Management

Environment Toggle: Switch between SANDBOX and PRODUCTION environments
User Authentication: Login with domain, agent ID, and password
Concurrent Auditor: Option to enable concurrent auditing
Protected Content: DRM-protected streams for security

Troubleshooting and Support

Common Issues

Portal Access: Ensure you're using the correct domain and credentials
Password Reset: Follow the password requirements when resetting admin passwords
Journey Configuration: Verify that all required steps are properly configured
Environment Settings: Confirm you're in the correct environment (SANDBOX/PRODUCTION)

Getting Help

Use the Help button (blue circle with question mark) in the bottom right corner
Contact our support team for additional assistance
Refer to the API documentation for technical details
Use the "Feedback/ Suggestion" option in the sidebar

For additional help or troubleshooting, contact our support team or refer to the API documentation.