There are a few steps in Biometric IDV, and we’ve updated the Management page to give you more information and control along the way. We’ve also added in the ability to resend the Biometric IDV link during it’s 7-day valid period with no charge.
Here’s how it works. Regardless of whether you use Sign Up Only, Sign Up with AML, or AML Only, the most important change comes when the client enters their mobile phone number to receive the Biometric SMS link.
Before Entering Mobile – Bio Pending
Up until your client actually enters their number and is sent the SMS text:
After Entering Mobile – Bio SMS Sent
When your client enters their mobile phone number:
As well as showing Biometric SMS Sent, you now have three options:
If the 7 days pass and the client has not completed IDV, the link will expire. You will then have the option to send a new SMS link (charged as a Biometric add-on), or revert to Manual IDV.
Also on the Management page, now when you Edit Options on a person you get a much nicer pop-up to make changes with, rather than the previous field edits.
As some of you will have seen already, now when you get a PEP hit you are able to download and review the PEP report directly in 2Shakes.
If you do get a Hit, you will see a new link to View PEP Hit Report in the person’s IDV Report. Click the link to get the pop-up below:
As you can see, it is important to confirm whether or not the Hit is your actual client, or someone else, then take appropriate action.
As well as the Biometric IDV and PEP updates, we have made a few other minor changes to help you, including:
We really hope these updates help when you are using 2Shakes, and that you get lots of great value using them.