Set up document verification

  • Inside of an existing Identity Verification policy, add a new Document Verification step.
  • Define your success and failure actions
  • To store physical document data as part of the user's account record, map the desired physical document attribute to the Strivacity native claim, which should subsequently be mapped to the desired account attribute in the identity store
Document verification setup and customer experience

Document verification setup and customer experience

  1. Open an identity verification policy.
  2. Go to 'Document verification' in the policy.
  3. Click the + sign to configure the step.
  4. Click on the step to start editing.
  5. Map physical document attributes to Strivacity native claims if you want to store that information as part of the user's account record.
  6. Set up Success and Failure actions.

Actions

Decide how the identity verification flow should continue from either outcome.

  • Success action: the customer can either
    • go to a 'Next verification step' OR
    • can be allowed to log in by selecting 'Exit verification flow'.

📘

In case of a Success action, the 'Exit verification flow' logs the customer into their account.

  • Failure action: the customer can either
    • go to a 'Next verification step' OR
    • can be removed from the flow either by
      • displaying a 'Failure message' OR
      • directing the customer to the 'Exit verification flow'

📘

In case of a Failure action, the 'Exit verification flow' leads to a session timeout.

  1. Save once you're finished with the configurations.