Templates enable you to specify differing levels of verification required for different user account types. Certain templates may be subject to further 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 Save.

Once created, a Template Key will be generated that can be used when creating a transaction and will be prefixed with tpk_.

Photo ID Flow Customization

Allowable ID Type

Customize what types of photo IDs are permitted in your verification flow. You can select from the following options:

• ID Card or Driver License
• Passport
• ID Card, Drivers License, or Passport

Require Selfie

This setting determines if Berbix also captures a selfie from the end-user to compare their selfie image to the face on their ID.

Liveness Check

If selfie match is enabled, you can decide whether or not to test the liveness of the end user with a randomized. You can select the types of challenges to present your end users from the following options:

• Emotion (i.e. smile for the camera)
• Facial Direction (i.e. turn your head to the left)
• Emotion or Facial Direction

Attempts & Timeout

• Front Attempts: Number of attempts to capture the front of an ID before letting user proceed in pending state.
• Back Attempts: Number of attempts to capture the back of an ID before letting user proceed in pending state.
• Selfie Attempts: Number of attempts to capture the user selfie before letting user proceed in pending state (if selfie is required).
• Liveness Attempts: Number of attempts to capture the user liveness checks before letting user proceed in pending state (if liveness check is enabled).
• Barcode Timeout: Number of seconds to allow the barcode scanning to attempt before falling back to photo.

UI Customization

Theme

Select the Theme to render for the template from your list of Themes or use the Berbix Default Theme.

Intro Message

You can also provide your end-users a custom Intro Message shown at the beginning of the Berbix Verify flow.

Session Settings

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.

Intro screen

If an intro screen is enabled, your users will be presented an intro message and the verification methods that will be required.

Step layout

The step layout enables the verification step to be shown at the top of the user view. This can be toggled off for aesthetic purposes.

For example, the Photo ID step will show Scan your photo ID... at the top of the screen.