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The Job Batch feature allows you to process multiple KYB or KYC cases simultaneously by uploading a CSV file or using our standard API endpoints. This guide covers how to create, monitor, and manage job batches.

What is a Job Batch?

A job batch is a collection of related jobs that are processed together. Each batch has:
  • A unique batch ID
  • A batch name (typically derived from the uploaded CSV filename)
  • An agent key it’s associated with
  • Creation timestamp

Creating a Batch

Using CSV Upload

The simplest way to create a batch is by uploading a CSV file containing multiple cases.
Example Response:
The CSV format should match your agent type:

Listing Batches

To get a list of all batches for an agent:

Parameters:

  • include_signed_urls: When set to true, returns secure signed URLs for accessing the original CSV files. These URLs are valid for 1 hour.
Example Response:

## Getting Batch Jobs

To retrieve all jobs in a specific batch:

Parameters:

  • fetch_pdf_from_gcs: When set to true, includes secure signed URLs for accessing the PDF reports. These URLs are valid for 1 hour.
Example Response:

Downloading Reports

If a job doesn’t have a PDF report URL or you need to regenerate it:

Parameters:

  • force_refresh_report: When set to true, forces regeneration of the PDF report. This is useful if:
    • The downloaded PDF is blank or corrupted
    • The job was previously in a queued or in-progress state
    • You need a fresh copy of the report
  • Note: Generated PDF URLs expire after 1 hour
Example Request Body:
Response: Returns a PDF file with the report content.

Batch Processing Flow

  1. Create Batch
    • Upload CSV file or use API endpoints
    • System generates batch ID and processes jobs
  2. Monitor Progress
    • Use getJobBatches to list all batches
    • Use getBatchJobs to check individual job statuses
  3. Access Reports
    • Download PDF reports using provided GCS URLs
    • Generate missing reports using downloadReport endpoint
  4. Export Results
    • Use CSV export functionality for batch results
    • Access individual job results through API