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General Configuration Location: Dashboard → Settings → Know Your Customer This section allows you to customize the technical behavior of the verification flow, including device restrictions, redirection logic, and result handling.

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1. Device & Access Control

Define how and where users can complete the verification.
  • Allowed devices: Select which platforms users are permitted to use (e.g., restrict to Mobile application only, or allow Desktop browsers).
  • Allowed device switching methods: Controls the cross-device handoff. This specifies which platforms a user can be redirected to during the session (e.g., moving from Desktop to Mobile).
Click the dropdown arrow on the right to view and select available options

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2. User Journey & Automation

Customize the user’s experience after they finish the process.
  • Redirect based on final result: Automatically redirect the user to your custom URL (Approved or Denied) immediately after the automated review is complete. If no custom URLs are provided, the user will see the result on iDenfy’s default page.
Manual review will still be performed, and notification sent. This setting allows for smoother and faster user onboarding.
  • Redirect after submission: If enabled together with Immediate redirect will instantly redirect the user to the Unverified URL, skipping post verification messages.
  • IFrame result display: If enabled, the final result is shown directly inside the IFrame (embedded window) instead of redirecting the user to an external URL.

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3. Redirection URLs

Enter the specific website addresses where users should land based on the verification outcome:
  • Approved: User’s verification has been approved
  • Denied: User’s verification was denied.
  • Unverified: User stopped or the session expired/failed technical checks.

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4. Manual Review Rules

Decide when to involve human experts to identify nuances that automated systems might miss. Note: Enabling manual review adds approximately 3 minutes to the final result time. You can configure the workflow to trigger manual checks in the following scenarios:
  • Manually review denied verifications: Automatically sends all Denied sessions for manual review. Enable this if you want a human to double-check why a user failed before rejecting them.
  • Manually review approved verifications: Automatically holds all Approved sessions for manual review. Enable this for high-security flows where you need human confirmation before passing a user.
Configuration Guide:
  • Always: Enable both options.
  • Never: Disable both options.
  • Only for Approved: Enable only “Review successful verifications”.
  • Only for Denied: Enable only “Review failed verifications”.

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5. Data Management

Questionnaire search tags: Select specific data keys (like Email) to make them searchable within your dashboard. This allows you to find applicants based on their questionnaire responses in the Verification page.

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6. Document and Face Upload

Manage whether users are permitted to upload pre-existing files or are required to take live photos. Enable image upload: This feature allows users to upload photos directly from their device storage rather than using the camera for a live capture.
This feature is disabled by default in the Production environment to ensure the integrity of the verification process.
Risk of enabling the Document and Face Upload setting:
  • Liveness Standards: Uploaded images are often edited, cropped, or of poor quality. Such files frequently fail to meet the strict “liveness” and authenticity standards required for automated verification.
  • Fraud Prevention: Allowing manual uploads significantly increases the risk of sophisticated scam attempts and identity spoofing.
To enable this feature for your account, the highest role member contact the Support Team directly to request a manual override for your configuration.