Set up knowledge-based verification

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

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Knowledge-based verification affirms an identity by asking for information only the true owner of the identity should know. Questions are generated based on the personal information customers provide about themselves such as name, address, phone number, etc.

  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 configuration

Knowledge-based verification step configuration

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

  1. 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 form

Knowledge-based verification native claim configuration form

  1. 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.