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Identity Verification (Yoti): Difference between revisions
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Identity Verification (Yoti) (view source)
Revision as of 09:25, 17 December 2022
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=== Send as Link === | === Send as Link === | ||
Remember that you can also send the identity verification as a stand-alone link, not attached to a document pack, just make sure | Remember that you can also send the identity verification as a stand-alone link, not attached to a document pack, just make sure you merge the contactId variable with that of the intended recipient. | ||
== Identity Verification Record == | == Identity Verification Record == | ||
[[File:Identity Verification Record.png|thumb|Identity Verification Record]] | [[File:Identity Verification Record.png|thumb|Identity Verification Record]] | ||
Once a candidate | Once a candidate starts an Identity Verification workflow with Yoti, an Identity Verification record (b3o__Identity_Verification__c) is created against their contact record. The default status will be "New" unless configured otherwise. | ||
Optionally, an LWC component "Identity Verification" will be placed on the app page that will be breaking down the results from the identity verification process. | |||
Once the candidate completes the identity verification flow, the status of the Identity Verification record will be updated to "Complete", regardless of whether Yoti determined an approval or rejection. | |||
The documents supplied during the collection stage will be visible against the record, however the actual files will not be stored in Salesforce. | The documents supplied during the collection stage will be visible against the record, however the actual files will not be stored in Salesforce. | ||