Take full control of your verification process by customizing the Dashboard's acceptance settings for specific countries and documents. Tailor your settings to align with your requirements and streamline your operations for efficient document verification.

To customize the acceptance settings, on the Supported ID documents page in the Dashboard:

• Specify documents for all countries at once or for particular countries only.
• Exclude or include a country from/to the list of supported countries.
• Customize the data extraction process by selecting extra document fields—types of data—to be scanned by OCR.

Specify documents for all countries at once

To specify ID documents for all countries:

• Enable the relevant checkbox to include the document in the list of supported ones.
• Disable the relevant checkbox to exclude the document from the list of supported.

Specify documents for particular countries

To specify ID documents for certain countries:

1. Select a country.
2. In the column of the relevant document, click the selector switch and select an option:
   1. Off — document is not allowed.
   2. One Side — document is supported; the front side is required.
   3. Two Sides — document is supported; both front and back sides are required.
   4. Any Sides — document is supported; any side of the document can be provided. This option is available only if any side of country documents contains required data.

The changes are saved automatically.

Exclude countries from supported

To exclude a country from the list of supported:

1. Select checkboxes next to countries you need.
2. At the top of the page on the blue bar, click Disable and confirm the action.

As a result, during verification, applicants will be notified that there are no suitable document types available for the selected country.

To enable all supported documents for a country, select the checkbox next to the excluded country and click Enable.

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Attention

The exclusion affects all required ID documents for the country regardless of which verification level you select later.

Customize extraction process

To customize data extraction process:

1. Expand a continent with the country for which you want to customize data extraction.
2. Hover the cursor over the country you need and click the pencil icon on the right to open the Fields management window.
3. Select a document to be changed.
4. Enable the associated checkboxes If you want to accept the document as a proof of address or accept the same document uploaded at both the proof of identity and the proof of address verification steps.
5. Select expiration check mode.
6. In the Mode block, select OCR mode either for all document types or for MRZ documents.
7. Choose preferred characters for recognition.
8. Select the default fields in documents to be recognized and add extra fields for recognition. Mind that you cannot select or deselect mandatory fields.
9. Click Apply to save your changes.

To reset back to the default settings, in the top-right of the customization window, click Restore default settings.

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Note

Data extraction customization is available at an additional cost. Contact our sales team or reach out to your account manager.

Manage extra document fields for OCR

Specify extra document fields that must be scanned by OCR and then transferred as textual information to the applicant profile.

Specify document fields:

1. In the top-right, click Manage documents.
2. Select countries for which you want to manage document fields.
3. Select documents to be changed and choose preferred recognition characters.
4. Set up the manner of changing field recognition:
   • Select Fields to show to scan the selected fields.
   • Select Fields to hide to disable the selected fields from OCR.
5. Select the fields you want to manage from the Extra fields list. Unmarked fields will not be changed.
6. Click Apply to save the changes.