Journey Builder

Configure a journey in four steps

The journey wizard walks your compliance team through the full configuration. Select the entity type, define the requirements, choose your technology providers, and attach smartforms. The journey is ready to run immediately.

Select entity type: individual, company, trust, fund, employee, vendor and more

Set document requirements including accepted types and maximum document age

Pick technology providers for registry search, IDV, screening, and profile verification

Attach standard or branded smartforms to complete the journey

Build it once. Run it for every client.

A journey is a reusable template. Configure it once and every onboarding of that entity type follows the same process, with the same requirements, every time. No drift. No inconsistency. No manual setup per client.

One journey template applies to all onboardings of that type

Updates to the journey apply to all future onboardings immediately

Consistent compliance posture across every client of the same type

Multiple journey types running in parallel for different product lines or regions

Everything your compliance team needs to configure a journey

Adaptive smartforms

Smartforms show and hide sections based on client answers. Clients only see what is relevant to them. Every journey gets the right form, not a generic one.

Provider selection per journey

Choose different technology providers for each journey type. Use a regional IDV provider for one market and a different one for another. The right provider for each context.

Baked-in document rules

Set document requirements directly in the journey. Define which document types are accepted, how recent they must be, and what fields are mandatory. Rules enforced automatically at collection.

Branded journeys

Attach branded smartforms so clients complete onboarding under your firm's identity. Your logo, your colours, your domain. The compliance infrastructure is Mesh ID. The experience is yours.

No-code configuration

Compliance teams configure journeys directly in the platform. No developer involvement. No change request queue. When your requirements change, you update the journey the same day.

Version control and updates

Every change to a journey is tracked. You can update a journey and push it live immediately, or stage it for a future date. Prior versions are retained for audit purposes.

Pre-built and ready to activate

Mesh ID provides a library of standard smartforms covering the most common onboarding scenarios. Attach them to a journey and they are live. No setup time. No form building required.

Forms for individuals, companies, trusts, funds, employees, and vendors

Maintained by Mesh ID and updated when regulatory requirements change

Adaptive logic built in so clients only see what is relevant to them

Activate in minutes without any configuration

Your form. Your brand. Your journey.

For firms that want full control over the client experience, Mesh ID builds tailored smartforms specific to your organisation. Your brand, your questions, your flow. Delivered under your identity from start to finish.

Custom questions, sections, and logic specific to your firm

Full white label with your logo, brand colours, and domain

Adaptive logic tailored to your specific entity types and risk criteria

Clients never see Mesh ID. The experience is entirely yours.

Build once. Run for every client.