Post-Completion Actions
Even after a mobile user has completed their verification journey, Verify Portal users can continue to take further actions within the Verify platform. This includes requesting additional information, such as new forms or uploading additional documents, when further clarification is required from the client. You can also reset the Identity & Liveness check if it remains in "In Review" status, allowing the client to resubmit their verification through the mobile app.
These features allow you to manage the process efficiently within a single platform, avoiding the need for back-and-forth communication via email. All updates and requests are captured within the same record, ensuring consistency and ease of access.
Reset Identity & Liveness (ID&V) Check:
The Reset Identity & Liveness Check feature allows Portal users to selectively reset the ID&V process for individual applicants directly within the Verify Portal. This is especially useful when an ID&V check is in "In Review" status due to issues such as:
Blurry or poor-quality ID photos
Incomplete or mismatched identity data
Failed liveness or facial recognition checks
Rather than restarting the entire application or communicating with the client via email, this feature enables you to manage the process within the platform. It ensures a smooth and auditable workflow while maintaining a single record of all client verification actions.
Step-by-Step: How to Reset the ID&V Check

Request Additional Documents Post-Completion
Even after a mobile user has completed their initial verification journey, Verify Portal users can request additional documents as needed directly from within the Verify platform. This feature is useful when further supporting evidence is required, for example, proof of wealth or other documents relevant to the application type.
The process ensures that all requests and uploads are stored in a centralised location, eliminating the need for external communication and maintaining a complete record within the platform.
Step-by-Step: How to Request Additional Documents

Request Additional Forms Post-Completion
The Verify platform now supports assigning additional forms to applicants even after they have completed their initial journey. This allows you to collect any extra details directly through the app, keeping the process streamlined and all records centralised within the platform.
Step-by-Step: How to Request Additional Forms

Last updated