Initial Setup

This section will show you how to setup your automated threshold, customize the verification flow, and retrieve your API keys

Setup Your Automated Thresholds
To get the most out of Passbase, you should setup your automated thresholds in theSettings > Automationsection of the developer dashboard. The thresholds will determine whether your Users' Verifications are automatically accepted, declined, or require manual review based on the documents provided. 
The suggested configuration for most use cases is 70% - 85% as shown below:
The Automatic Thresholds are project specific and require enablement for each individual project.
Customize the Appearance of the Button and Verification Flow
The Passbase integration supports a set of customization options which will influence the appearance of the button and verification flow modal. Customize the verification button and flow in the developer dashboard's customization section. 
Here you can choose amongst a variety of colors, fonts, accepted countries & much more.
All customizations are project specific and require enablement for each individual project.
Enable Additional Checks
Add additional checks to your verification flow in theCustomization > Additional Checkssection of the dashboard.  All additional checks will be added as an extra step in the verification flow. You can easily review and adjust the flow in the customization tool.
Feature                              
Description
Covid Vaccination Card
Enables your users to scan  their CDC vaccination card as the final step of the verification flow. You can find more information here.
Insurance Card Scan 
Enables your users to scan their insurance card as the final step of the verification flow. You can find more information here.
Insurance Card Scan (US)
Enables your users to scan their US insurance card as the final step of the verification flow. You can find more information here.
Proof of Address
Enables your users to scan an additional proof of address as the final step of the verification flow. You can find more information here.
Watchlist Check
Monitor politically exposed persons (PEPs), and track risky behavior with adverse media and watchlist checks for a comprehensive customer due diligence and Anti Money Laundering (AML) and Know Your Customer (KYC) program. You can find more information here.
Passport Scan
Enables your users to scan their Passport in addition to their National ID Card or Drivers License. You can find more information here.
National ID Card Scan
Enables your users to scan their National ID Card in addition to their Passport or Drivers License. You can find more information here.
Drivers License Scan
Enables your users to scan their Drivers License in addition to their Passport or National ID Card. You can find more information here.
Retrieve Your API Keys
In order for your application to communicate with Passbase, you have to register on our dashboard and retrieve your API keys from Settings > API Keys as shown below.
Here you will find your publishable API key, used for client-side SDKs, and your secret API key, used to retrieve the personal data of your customers from Passbase identities API. You'll be using your publishable key for most of this documentation.
Key Type    
Description
Publishable
The API key you will use to integrate the Passbase client-side SDKs in your application (e.g. the iOS, Android or Web).
Secret 
The API key you will use to retrieve your customers' Data points and/or Resources to manage your Passbase company profile programmatically.
Be very careful with the Secret API key. Never share it or send it through unencrypted communication methods!

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Advanced Customization

Last updated 1 week ago

Key Type	Description
Publishable	The API key you will use to integrate the Passbase client-side SDKs in your application (e.g. the iOS, Android or Web).
Secret	The API key you will use to retrieve your customers' Data points and/or Resources to manage your Passbase company profile programmatically.

Feature	Description
Covid Vaccination Card	Enables your users to scan their CDC vaccination card as the final step of the verification flow. You can find more information here.
Insurance Card Scan	Enables your users to scan their insurance card as the final step of the verification flow. You can find more information here.
Insurance Card Scan (US)	Enables your users to scan their US insurance card as the final step of the verification flow. You can find more information here.
Proof of Address	Enables your users to scan an additional proof of address as the final step of the verification flow. You can find more information here.
Watchlist Check	Monitor politically exposed persons (PEPs), and track risky behavior with adverse media and watchlist checks for a comprehensive customer due diligence and Anti Money Laundering (AML) and Know Your Customer (KYC) program. You can find more information here.
Passport Scan	Enables your users to scan their Passport in addition to their National ID Card or Drivers License. You can find more information here.
National ID Card Scan	Enables your users to scan their National ID Card in addition to their Passport or Drivers License. You can find more information here.
Drivers License Scan	Enables your users to scan their Drivers License in addition to their Passport or National ID Card. You can find more information here.