Connect Screening to Your Customer Onboarding Flow
Prepared by CirclesCheck. Product evaluation guidance; independent regulatory review is not claimed.
Identify the review handoff
Place the customer screening step where your application has the identifiers your process needs. Decide how a completed check, a potential match, and a failed request affect the onboarding workflow.
Keep the integration server-side
Production API credentials belong on your server. Use the request fields and authentication in the public API reference. Do not expose credentials in a browser form or mobile client.
Preserve the result reference
Link the screening ID and result to the customer. Route potential matches to a reviewer and retain the decision and relevant evidence. Treat an unavailable screening as incomplete work.
Add monitoring intentionally
When moving beyond evaluation, estimate the recurring scans for your portfolio and select a paid plan. Keep monitoring ownership and escalation paths explicit. See the plan allowances before enabling ongoing work.
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