Persona
Overview
Embed Persona in your forms to automatically verify your user identities. Implement KYC and AML directly into your Feathery form.
What you need
Background
Persona is a platform offering identity verification services. Persona specializes in providing businesses with tools for customer identity verification, including KYC (Know Your Customer) processes, to enhance security, ensure compliance, and prevent fraud by verifying users' real-world identities through document checks, biometric analysis, and other verification methods.
Benefits
Using Persona for identity verification can enhance security, ensure regulatory compliance, reduce fraud, improve customer onboarding experiences by streamlining verification processes, and provide flexibility through customizable verification workflows tailored to specific business needs.
Considerations
When evaluating Persona for identity verification, consider its integration with your current systems, the comprehensiveness of its verification checks, compliance with relevant regulations, customization options to fit your business needs, user experience for your customers, data security and privacy practices, and the cost relative to the features and benefits provided.
How to set up
Navigate to the Feathery form where you want to embed Persona. Click on the Integrations tab.
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Open the Persona integration, turn it on, and enter in your Persona template ID and environment ID. While you're testing, you'll want to use the Sandbox environment. For your live users, you'll want to use the Production environment. The template ID corresponds to the templatized set of Persona verification actions you want to use to verify your users.
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Click Save.
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Go to your form builder and add a button to a step.
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Set the Click Action on the button to Trigger Persona Flow, which will take your users through the Persona verification flow when they click the button. If they fail to verify, subsequent actions will not run (e.g. subsequent form navigation).
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Publish your form to start verifying users with Persona.
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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