Templates enable you to specify differing levels of verification required for different user account types. Certain templates may be subject to more verification than others based, on the needs of your product. Templates include the types of verification you'd like to conduct (photo ID, selfie, etc.) and settings for the verification flow (number of attempts, timeouts, etc.).
To create a new template, visit the
Templates tab in the Berbix Dashboard and click
Create Template. From there, give the template a name based on the intended use case (such as
New User), select the required verifications, and click
Once created, a
Template Key will be generated that can be used when creating a transaction and will be prefixed with
Customize what types of photo IDs are permitted in your verification flow. You can select from the following options:
ID Card or Driver License
ID Card, Drivers License, or Passport
This setting determines if Berbix also captures a selfie from the end-user to compare their selfie image to the face on their ID.
Enabling the "Perform liveness check" function will prompt the user to take a photo looking straight, to the left and to the right. This is our recommended selfie verification. Also provided is an option to collect facial recognition consent from all end-users, regardless of their location.
Theme to render for the template from your list of Themes or use the Berbix
You can also provide your end-users a custom
Intro Message shown at the beginning of the Berbix Verify flow.
Toggle the following settings to customize additional parameters of the Berbix flow outside of the verifications selected:
Show intro screen: shows an introductory screen to end-users at the beginning of the flow.
Show step layout: shows users the steps of the verification process in the flow.
If an intro screen is enabled, your users will be presented an intro message and the verification methods that will be required.
You may contact Berbix support to configure the template to allow for the v1 frontend for all transactions or test-mode only transactions.
Updated about a month ago