Set up Prefill

Before you start

Make sure you have the following:

Access to the RiskOS™ Dashboard with the Prefill enrichment enabled.

Your account owner or administrator can enable this for you. If you're unsure who to contact, reach out to support for assistance.

A basic understanding of RiskOS™ workflows and components.

If this is your first time working with workflows, review the Workflow overview to understand inputs, enrichments, routing logic, and decisions.

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Note:
Prefill accelerates form-fills with verified identity data, while Advanced Prefill adds real-time risk intelligence to stop fraud and maximize conversion. For details on Advanced Prefill setup, refer to the Advanced Prefill Solution Guide.

How it works

Socure Prefill is an identity enrichment available in RiskOS™. It evaluates provided PII and returns best-matched identity attributes to pre-populate forms and reduce user effort.

Prefill helps you:

Reduce onboarding friction
Improve form completion rates
Normalize identity data early in the workflow
Support downstream verification and risk evaluation

Prefill returns structured identity attributes that can be surfaced directly to the user interface or passed downstream to other workflow steps.

How Prefill fits into a workflow

In RiskOS™, workflows are built by connecting reusable components. Prefill is added as an Enrichment step.

Once the enrichment runs, its outputs are available to downstream workflow components, including:

Conditions
Decision rules
Manual review steps
Final decisions

For more detail on these components, see Workflow Steps.

Execution flow in RiskOS™

Prefill runs synchronously as part of a RiskOS™ workflow. There is no user handoff or pause in execution.

Input

Prefill

Routing logic

Decision

At a high level, the execution flow looks like this:

Input
You call the Evaluation API with available PII attributes.
Prefill enrichment
RiskOS™ evaluates the input and returns best-matched identity attributes.
Routing logic
The workflow evaluates whether Prefill results are present.
Decision
The workflow proceeds based on configured outcomes (for example, Accept, Resubmit, or continue evaluation).

Workflow components used by Prefill

Prefill uses a subset of standard RiskOS™ workflow components.

Component	Purpose	Typical input	Output / What to use next
Input	Start an evaluation	Partial identity attributes	Workflow execution begins
Enrichment	Resolve identity attributes	—	Prefilled identity data
Condition	Branch based on Prefill result	Prefill response presence	Route to next step
Decision	Emit workflow outcome	Routed value	Accept / Resubmit

Configure Prefill

Add Prefill to a workflow

In the RiskOS™ Dashboard, go to Workflows and create a new workflow or open an existing one.
Add an Input step (custom input configuration may require assistance from Socure).
Add an Enrichment step and select Socure Prefill.

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Tip:
In international markets, consider pairing Prefill with Phone Risk to improve confidence when verifying identities across fragmented data sources.

Configure routing and decisions

Use a Condition step to evaluate whether Prefill results are returned.

A common configuration:

Condition: socure_prefill_response is set
Outcomes:
- Accept: Prefill successful
- Resubmit: Prefill unavailable or incomplete

Save and publish

Once your workflow is configured, publish it to go live.

Workflow testing checklist

Use this checklist to confirm accuracy, resilience, and completeness before going live.

Name

Accepts 1–2 character names

Allows Unicode and foreign characters

Handles applications containing multiple names

Address

Parsed to a standard schema

Validated with an address provider (for example, USPS or Loqate)

Applies regionally aware rules for global address formats

SSN / ITIN

Supports last four digits or full SSN, with fallback to ITIN where applicable

Phone number

Validated in E.164 format

Email

RFC 5322–compliant format

Inbox deliverability validated

Updated 3 months ago