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Inquiries / Dynamic Flow
An Inquiry link expired. How can I let the user continue in the same Inquiry where they left off?
If a link has expired—resulting in an expired Inquiry—and you want to allow the user to continue where they left off rather than starting...
When does a link to an Inquiry expire?
By default, an Inquiry link will expire 24 hours after the link is created. Organizations on paid plans can customize the expiration peri...
What is Dynamic Flow?
Dynamic Flow is an upgraded version of Persona's Inquiry product. To learn about the benefits, visit the Dynamic Flow product page. Dynam...
What is a Dynamic Flow Inquiry Template?
A Dynamic Flow Inquiry Template defines the Verification checks, end user flow, and look-and-feel of a Dynamic Flow. To learn more about ...
How do I tell if I'm using a Dynamic Flow Inquiry Template?
To tell if a Template is a Dynamic Flow Template, look at its ID: If the Template ID starts with itmpl_, it's a Dynamic Flow Template. I...
How can I start using Dynamic Flow?
Dynamic Flow is the default in new Persona organizations. If you already use Persona and want to migrate to Dynamic Flow, please reach ou...
Inquiries / Dynamic Flow - Troubleshooting
Does Persona offer eCBSV database verification?
Yes, Persona offers eCBSV database verifications to qualifying customers. To get started, reach out to your customer success manager, or ...
Why did an Inquiry pass if it failed a few verification checks?
An Inquiry will pass the verification process as long as it passes all "Required" verification checks. This means an Inquiry can fail a v...
How can I see which verification checks are "Required" for an Inquiry?
Follow these steps to see which checks are required for an Inquiry to pass the verification process: In the navigation bar in the Person...
Where can I find my Template ID?
You can find your template ID on the Integration page of your Dashboard. Select the integration method you're using. Then, pick an Inquir...
Edit the list of allowed domains to redirect to
In the Persona Dashboard, you can configure the list of allowed domains your Persona flow can redirect to. For an embedded flow integrati...
Can I download the results of verifications done by Persona?
Yes, all information from Persona's verifications (e.g. the verification results, verification checks, documents, reports, etc.) can be r...
Can I download information provided by end users (e.g. name, DOB, address)?
Yes. In addition to looking up the information in your Persona Dashboard, you can use the Persona API to programmatically download this i...