How it fits your workflow.
Persona supports identity verification workflows using methods such as documents, database checks, and selfies. A servicing or onboarding process should know which verification occurred and its outcome. Keep completion status distinct from customer account eligibility so an identity check is not mistaken for a broader financial decision.
WORKFLOW FOCUS
Verification method, completion status, and identity review.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Does completing an identity check establish loan eligibility?
No. Identity verification and lending eligibility address different questions. The organization defines how verification results fit into the wider application or account review.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.