Set up knowledge-based verification

Learn how to add knowledge-based verification to the identity verification flow.

1) Open an identity verification policy.

2) Go to 'Knowledge-based verification' in the policy.

3) Click the + sign to configure the step.

Knowledge-based verification step configurationKnowledge-based verification step configuration

There will be a list of native claims inside that help generate the knowledge-based verification exam for customers.

4) Check each customer data point and its governing native claim.

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Select the native claim that governs the account attribute you want to use for generating the verification questionnaire.

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Example If you set 'Given name' and 'Family name' native claims, knowledge-based verification will use the customer data entered in the account attribute belonging to the native claims to generate a questionnaire.

Knowledge-based verification native claim configuration formKnowledge-based verification native claim configuration form

5) Set up Actions.

Decide how the identity verification flow should move forward 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'.

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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'

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