A source key is a unique identifier that helps you distinguish your applicants coming from different sources and in applying individual rules and settings.

For example, you can apply specific verification levels to particular applicants or let applicants be displayed only for the selected accounts.

How it works

Source keys work in the following way:

1. You configure a source key.
2. You assign the configured source key to your applicants.
3. You add the source key to any of the following, depending on your scenario:
   • Team member role — to display applicants with the specified source key only.
   • Applicant verification level — to assign levels to applicants coming from the specified sources only.
   • Webhooks — to be notified about the events occurred for applicants with the specified source key only.
   • App tokens — if you want the app token to have access only to a certain group of applicants.
   • Transaction monitoring rules — rules will match transactions from specified sources only.

Configure source keys

To configure source keys:

1. In the Dashboard, go to the Source keys page and click Add new source key.
2. Enter a source key name, which can be of any reasonable length and format and consist of letters, numbers, and special characters.
3. Provide an individual support email address for the source key if required or leave it blank to use your general support email.
4. Save your changes and assign the source key to your applicants as necessary.

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Attention

• Once you save the source key, you will not be able to change its name.
• If you delete a source key, you will not be able to search for transactions and applicants holding this key.

Assign source keys to your applicants

To assign a source key:

1. Go to the Applicants page and open an applicant profile.
2. In the Profile Data block, from the Source key from client drop-down list, select a source key and save your changes.