Compartir a través de


Personr (Preview)

Create, verify and retrieve applicant data using Personr. Effortlessly verify identity and detect complex fraud.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Full name
URL https://personr.co/contact
Email help@personr.co
Connector Metadata
Publisher Microsoft
Website https://personr.co
Privacy policy https://personr.co/legals
Categories Data

Personr simplifies identity verification whilst detecting complex fraud, allowing your business to comply with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations. The connector allows you to create, verify and request the status and details of an applicant.

Prerequisites

You will need the following to proceed...

  • An active/subscribed Personr account. If you aren't currently subscribed, you can do so by going to https://personr.co or by logging into your account and choosing a plan.

How to get credentials

You will need to generate an Authorization Bearer token, which is valid for one year. To do this, send a POST request to https://enterprise.personr.co/api/1.1/wf/api-token-generate

The body should include your account email and password. The API will return a response with your Authorization Bearer token, like in the example below:

{
  "status": "success",
  "response": {
    "token": "your_auth_token",
    "expires": "expiry_date_in_seconds"
  }
}

When entering the token into the connector during setup, ensure the word Bearer is included before the token: Bearer your_auth_token

Get started with your connector

To start verifying your first applicant, follow the method below.

Create your first applicant.

Use the Create an Applicant action, and enter the required details - such as their email, phone number and the flow you'd like them to go through. You can also enter their first name and last name (optional).

Note: the Flow Name should match one that you've created on the platform.

You can verify an applicant two ways - by providing them a verification link or directly upload their documents in base64 format.

To generate a verification link, use the Create a Verification Link action, and enter the Applicant ID you received from the previous step. The verification link allows applicants to upload their documents according to your chosen flow.

No further actions are required for verification when using a verification link, processing starts automatically.


To directly upload documents to an applicant profile, use the Upload a Document action and enter the required information - such as the Applicant ID, Document Type, Sub Type, Document Country, File Name and the base64 contents.

Once you have uploaded the required documents (front and back side) for your chosen flow, use the Request an Applicant Check action in order to confirm and start the processing. This is not required if you are using the verification link method - as processing starts automatically.

Note: the file name should include the file extension, for example: id_card.jpg Additionally, the base64 contents should not include the filetype. For example: /9j/4AAQSkZJRgABAQAAAQABAAD...

For more information on document types and sub types, see our public documentation here: https://documenter.getpostman.com/view/23863579/2s8YzWSLzB#799aec14-d363-4c97-9447-9d20832b75dd

Retrieve an applicant's status and extracted information.

Verifications typically take ~2 minutes to process. To retrieve an applicant's status, use the Retrieve Applicant Status action with the correlating applicantId.

This action provides an Approved or Rejected answer, rejection labels and extracted document information.

Retrieve an applicant's details. (Optional)

Similar to the action above, Retrieve Applicant Details allows you to retrieve additional information on an applicant, using the correlating applicantId.

Known issues and limitations

Verifications won't proceed if the image is extremely blurry or out-of-focus. We support JPEG, PNG and PDF file types.

Common errors and remedies

When using the Create an Applicant action, if you receive an error, make sure your Flow Name matches the one that you have created on the platform.

When using the Upload a Document action to upload a selfie image (if your flow requires), ensure the Document Type is 'SELFIE' and Document SubType is 'NULL'.

FAQ

How is the data of an applicant verified?

Once extracted, applicant data is checked with vetted government and commercial databases including but not limited to electoral roll, vehicle, telco, death and other registries.

What is complex fraud detection or digital manipulation?

Complex fraud detection, or digital manipulation detection, is the process of checking to see if documents have been graphically edited, forged or purchased illegitimately online. This process is run in the background on every verification and helps prevent fraud before it occurs - protecting businesses and individuals.

Are you able to create a custom flow I can use for my business?

Absolutely, each business is unique (and so is every verification). Get in touch with our team, who will be able to create a custom flow tailored to your requirements.

Which countries are supported for a verification?

We verify documents and individuals globally, from drivers licenses to utility bills, bank statements and even correspondence with government authorities - regardless of language or typescript.

Creating a connection

The connector supports the following authentication types:

Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
Authorization Token securestring Enter your Authorization Bearer Token True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create Applicant

Create a new verification applicant.

Create Verification Link

Create a verification link to easily upload documents.

Request Applicant Check

Confirm all documents are uploaded, and start the check.

Retrieve Applicant Details

Retrieve an applicant's details.

Retrieve Applicant Status

Retrieve an applicant's verification status and their details.

Upload Documents to an Applicant

Upload documents to an applicant with a base64 string.

Create Applicant

Create a new verification applicant.

Parameters

Name Key Required Type Description
Email Address
email string

email

Phone Number
phone string

phone

First Name
nameFirst string

nameFirst

Last Name
nameLast string

nameLast

Applicant Flow
flowName string

flowName

Returns

Name Path Type Description
status
status string

status

applicantId
response.applicantId string

applicantId

email
response.email string

email

phone
response.phone string

phone

nameFirst
response.nameFirst string

nameFirst

nameLast
response.nameLast string

nameLast

flowName
response.flowName string

flowName

applicantStatus
response.applicantStatus string

applicantStatus

Create a verification link to easily upload documents.

Parameters

Name Key Required Type Description
Applicant ID
applicant string

applicant

Returns

Name Path Type Description
status
status string

status

verificationLink
response.verificationLink string

verificationLink

Request Applicant Check

Confirm all documents are uploaded, and start the check.

Parameters

Name Key Required Type Description
Applicant ID
applicantId string

applicantId

Returns

Retrieve Applicant Details

Retrieve an applicant's details.

Parameters

Name Key Required Type Description
Applicant ID
applicantId string

applicantId

Returns

Name Path Type Description
status
status string

status

email
response.email string

email

phone
response.phone string

phone

nameFirst
response.nameFirst string

nameFirst

nameLast
response.nameLast string

nameLast

tags
response.tags array of

tags

flowName
response.flowName string

flowName

status
response.status string

status

Retrieve Applicant Status

Retrieve an applicant's verification status and their details.

Parameters

Name Key Required Type Description
Applicant ID
applicantId string

applicantId

Returns

Name Path Type Description
status
status string

status

applicantStatus
response.applicantStatus string

applicantStatus

applicantActionStatus
response.applicantActionStatus string

applicantActionStatus

Modified Date
response.result.Modified Date integer

Modified Date

Created Date
response.result.Created Date integer

Created Date

Created By
response.result.Created By string

Created By

reviewAnswer
response.result.reviewAnswer string

reviewAnswer

applicant
response.result.applicant string

applicant

commentClient
response.result.commentClient string

commentClient

company
response.result.company string

company

commentModeration
response.result.commentModeration string

commentModeration

rejectLabels
response.result.rejectLabels array of string

rejectLabels

reviewRejectType
response.result.reviewRejectType string

reviewRejectType

verification
response.result.verification string

verification

_id
response.result._id string

_id

extractedFirstName
response.extractedFirstName string

extractedFirstName

extractedLastName
response.extractedLastName string

extractedLastName

extractedBirthDate
response.extractedBirthDate string

extractedBirthDate

documentCountry
response.documentCountry string

documentCountry

extractedStreetNum
response.extractedStreetNum string

extractedStreetNum

extractedStreet
response.extractedStreet string

extractedStreet

extractedCity
response.extractedCity string

extractedCity

extractedState
response.extractedState string

extractedState

extractedPostCode
response.extractedPostCode string

extractedPostCode

Upload Documents to an Applicant

Upload documents to an applicant with a base64 string.

Parameters

Name Key Required Type Description
Applicant ID
applicantId string

applicantId

Document Type (eg. ID_CARD)
docType string

docType

Document Subtype (eg. FRONT_SIDE)
docSubType string

docSubType

Document Country ISO (eg. AUS)
docCountryISO string

docCountryISO

File Name + Extension (eg. document.jpeg)
filename string

filename

File Contents (Base64 string)
contents string

contents

Returns