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Tools

Create Inquiry

Create a new identity verification inquiry from a template. The inquiry can be pre-populated with user data and later completed by the end-user via hosted flow, embedded flow, or mobile SDK. Returns the inquiry ID and a session token for embedding the flow.

Get Verification

Retrieve the full details and check results of a specific verification. Supports all verification types: Government ID, Selfie, Document, and Database.

Get Event

Retrieve the full details of a specific event, including the complete payload with all affected resource data.

Get Report

Retrieve the details of a specific report including its status, matches, and findings.

Create Case

Create a new manual review case. Cases support human review workflows for flagged inquiries, verifications, or other events requiring manual judgment.

Create Account

Create a new Persona account representing a unique individual. Accounts consolidate all inquiries, verifications, and reports for a person.

Get Transaction

Retrieve the details of a specific transaction including its status, associated verifications, and reports.

List Inquiries

List inquiries with optional filters for status, reference ID, and account. Supports cursor-based pagination.

Get Inquiry

Retrieve the details of a specific inquiry including its status, verification results, and associated account information.

List Cases

List manual review cases with optional status filter. Supports cursor-based pagination.

Redact Verification

Permanently delete all PII from a verification. **This action cannot be undone.** Use for GDPR/CCPA compliance.

List Events

List recent events in your Persona organization. Events represent actions like inquiry completions, verification results, report findings, and account changes. Events are retained for up to 90 days.

Redact Account

Permanently delete all PII from an account and its associated resources. **This action cannot be undone.** Use for GDPR/CCPA compliance.

Create Report

Create a new background check or risk intelligence report. Supports all report types: Address Lookup, Adverse Media, Business Adverse Media, Watchlist, Business Watchlist, PEP, Email Address, Phone Number, and Profile. Provide the report template ID and relevant attributes for the report type.

Get Account

Retrieve the details of a specific Persona account, including its associated inquiries, verifications, and reports.

Decline Inquiry

Decline a completed inquiry, marking the individual's identity as not verified. Optionally include a reviewer comment.

Tag Transaction

Add or remove tags on a transaction to organize and categorize them.

Consolidate Accounts

Merge multiple accounts into a primary account. All inquiries, verifications, and reports from the secondary accounts will be moved to the primary account.

Tag Inquiry

Add or remove tags on an inquiry, or replace all tags. Use tags to organize and categorize inquiries.

Get List Items

Retrieve items from a specific screening list. Items represent individual identifiers (emails, phone numbers, government IDs, etc.) contained in the list.

List Transactions

List transactions with optional filters. Supports cursor-based pagination.

Create List Item

Add a new item to a screening list. The item type and required attributes depend on the list type (email, phone, government ID, name, etc.).

Update Account

Update an account's attributes such as name, email, phone, or reference ID.

List Lists

Retrieve all screening lists (blocklists, allowlists) in your Persona organization. Lists contain sets of identifiers used for screening purposes.

Approve Inquiry

Approve a completed inquiry, marking the individual's identity as verified. Optionally include a reviewer comment.

Create Transaction

Create a new transaction for API-driven identity verification. Transactions are the primary mechanism for triggering verifications and reports through Workflows without front-end user interaction.

Get Case

Retrieve the details of a specific manual review case.

List Verifications

List verifications with optional filters for inquiry ID and status. Supports cursor-based pagination.

Redact Inquiry

Permanently delete all PII associated with an inquiry. **This action cannot be undone.** Use for GDPR/CCPA compliance.

Archive List Item

Archive (soft-delete) an item from a screening list. The item will no longer be active for screening purposes.

Resume Inquiry

Resume an expired or in-progress inquiry. Returns a new session token that can be used to re-embed the inquiry flow for the end-user.

Update Case

Update a case's status, assignment, or tags. Supports setting status, assigning a reviewer, and managing tags in a single operation.

Tag Account

Add or remove tags on an account, or replace all tags. Tags help organize accounts for screening and workflow purposes.

List Reports

List reports with optional filters. Supports cursor-based pagination.

Generate Inquiry Link

Generate a one-time link for an inquiry that can be shared with the end-user to complete their verification.

List Accounts

List Persona accounts with optional filters. Supports cursor-based pagination.