Membership & Onboarding AutomationPurpose
1.2. Automate member vetting workflows, minimize manual intervention, accelerate onboarding, mitigate security risks, and provide compliant documentation for audits.
1.3. Create an automatable system that cross-verifies military records, evaluates criminal background, validates identification, and confirms eligibility against predefined armed forces criteria.
1.4. Streamline communication with applicants by automatically requesting missing data, notifying about status changes, and automating document verification follow-ups.
Trigger Conditions
2.2. Upload of identification or service documentation.
2.3. Incomplete background check status detected.
2.4. Trigger by API call from onboarding portal, CRM update, or periodic batch automation.
Platform Variants
3.1. Twilio Verify
• Feature/Setting: Automated phone/SMS/voice verification. API endpoint: /v2/Services/{ServiceSid}/Verifications
3.2. SendGrid
• Feature/Setting: Automated email issuance for verification and results. API: /v3/mail/send
3.3. Checkr
• Feature/Setting: Automated criminal background screening. API: /v1/candidates and /v1/reports
3.4. ID.me
• Feature/Setting: Automated military/veteran status verification. API: /v1/attributes
3.5. Onfido
• Feature/Setting: Automated ID document authentication and facial recognition. API: /v3/checks
3.6. DocuSign
• Feature/Setting: Automated digital signature collection for consent forms. API: /v2.1/accounts/{accountId}/envelopes
3.7. AWS Lambda
• Feature/Setting: Custom automators invoking eligibility and verification logic. Function: createCheck()
3.8. Zapier
• Feature/Setting: Automatable integration for SaaS background check services. Trigger: New Application Submitted
3.9. Microsoft Power Automate
• Feature/Setting: Automates approval flows for verifications. Action: Start an approval process
3.10. Salesforce
• Feature/Setting: Triggered automations via Flow Builder to kick off checks. API: Process Builder/Flows
3.11. BambooHR
• Feature/Setting: Automated employee background info sync. API: /v1/employees/{id}/backgroundChecks
3.12. Clearspeed
• Feature/Setting: Automated voice-based risk assessment. API: /v1/sessions
3.13. LexisNexis
• Feature/Setting: Automated risk and legal eligibility check. API: Identity Verification Service
3.14. Jumio
• Feature/Setting: Automated military ID and KYC validation. API: /api/netverify/v2/verify
3.15. Trulioo
• Feature/Setting: Automated global identity verification for eligibility. API: /v1/verify
3.16. G Suite (Google Workspace)
• Feature/Setting: Automated onboarding notifications via Gmail API. /gmail/v1/users/me/messages/send
3.17. Okta
• Feature/Setting: Automated SSO and eligibility-driven access provisioning. API: /api/v1/users
3.18. Workday
• Feature/Setting: Triggered background check automation on candidate onboarding. API: StartBackgroundCheck
3.19. Oracle HCM
• Feature/Setting: Automate eligibility review and reporting. Function: RunEligibilityCheck
3.20. Slack
• Feature/Setting: Automated alerts for background status using Bot API: /api/chat.postMessage
3.21. Trello
• Feature/Setting: Automate status boards for pending/cleared checks. API: /1/cards/{id}/actions/comments
3.22. Notion
• Feature/Setting: Automated database record creation for audits. API: /v1/pages
3.23. AirTable
• Feature/Setting: Automate storing results and applicant history. API: /v0/{baseId}/{tableName}
Benefits
4.2. Automates cross-platform status syncing, always current data.
4.3. Automated improvements in applicant experience through faster responses.
4.4. Automates compliance with military, defense, and privacy regulations.
4.5. Automatedly reduces risk from incomplete or fraudulent applicants.
4.6. Automates documentation archive for audit-readiness.
4.7. Automates escalation in case of discrepancies or failed checks.
4.8. Automates multi-step process, freeing resources for strategic initiatives.
4.9. Automatedly scalable as application volume grows.
4.10. Automates granular reporting and analytics for operational insights.