Personr (Preview)

Create, verify and retrieve applicant data using Personr. Effortlessly verify identity and detect complex fraud.

This connector is available in the following products and regions:

Service	Class	Regions
Logic Apps	Standard	All Logic Apps regions except the following:      -   Azure Government regions      -   Azure China regions      -   US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Power Apps	Premium	All Power Apps regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)

Contact
Name	Full name
URL	https://personr.co/contact
Email	help@personr.co

Connector Metadata
Publisher	Microsoft
Website	https://personr.co
Privacy policy	https://personr.co/legals
Categories	Data

Personr simplifies identity verification whilst detecting complex fraud, allowing your business to comply with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations. The connector allows you to create, verify and request the status and details of an applicant.

Prerequisites

You will need the following to proceed...

• An active/subscribed Personr account. If you aren't currently subscribed, you can do so by going to https://personr.co or by logging into your account and choosing a plan.

How to get credentials

You will need to generate an Authorization Bearer token, which is valid for one year. To do this, send a POST request to https://enterprise.personr.co/api/1.1/wf/api-token-generate

The body should include your account email and password. The API will return a response with your Authorization Bearer token, like in the example below:

{
  "status": "success",
  "response": {
    "token": "your_auth_token",
    "expires": "expiry_date_in_seconds"
  }
}

When entering the token into the connector during setup, ensure the word Bearer is included before the token: Bearer your_auth_token

Get started with your connector

To start verifying your first applicant, follow the method below.

Create your first applicant.

Use the Create an Applicant action, and enter the required details - such as their email, phone number and the flow you'd like them to go through. You can also enter their first name and last name (optional).

Note: the Flow Name should match one that you've created on the platform.

Create a verification link, or directly upload documents.

You can verify an applicant two ways - by providing them a verification link or directly upload their documents in base64 format.

To generate a verification link, use the Create a Verification Link action, and enter the Applicant ID you received from the previous step. The verification link allows applicants to upload their documents according to your chosen flow.

No further actions are required for verification when using a verification link, processing starts automatically.

---

To directly upload documents to an applicant profile, use the Upload a Document action and enter the required information - such as the Applicant ID, Document Type, Sub Type, Document Country, File Name and the base64 contents.

Once you have uploaded the required documents (front and back side) for your chosen flow, use the Request an Applicant Check action in order to confirm and start the processing. This is not required if you are using the verification link method - as processing starts automatically.

Note: the file name should include the file extension, for example: id_card.jpg Additionally, the base64 contents should not include the filetype. For example: /9j/4AAQSkZJRgABAQAAAQABAAD...

For more information on document types and sub types, see our public documentation here: https://documenter.getpostman.com/view/23863579/2s8YzWSLzB#799aec14-d363-4c97-9447-9d20832b75dd

Retrieve an applicant's status and extracted information.

Verifications typically take ~2 minutes to process. To retrieve an applicant's status, use the Retrieve Applicant Status action with the correlating applicantId.

This action provides an Approved or Rejected answer, rejection labels and extracted document information.

Retrieve an applicant's details. (Optional)

Similar to the action above, Retrieve Applicant Details allows you to retrieve additional information on an applicant, using the correlating applicantId.

Known issues and limitations

Verifications won't proceed if the image is extremely blurry or out-of-focus. We support JPEG, PNG and PDF file types.

Common errors and remedies

When using the Create an Applicant action, if you receive an error, make sure your Flow Name matches the one that you have created on the platform.

When using the Upload a Document action to upload a selfie image (if your flow requires), ensure the Document Type is 'SELFIE' and Document SubType is 'NULL'.

FAQ

How is the data of an applicant verified?

Once extracted, applicant data is checked with vetted government and commercial databases including but not limited to electoral roll, vehicle, telco, death and other registries.

What is complex fraud detection or digital manipulation?

Complex fraud detection, or digital manipulation detection, is the process of checking to see if documents have been graphically edited, forged or purchased illegitimately online. This process is run in the background on every verification and helps prevent fraud before it occurs - protecting businesses and individuals.

Are you able to create a custom flow I can use for my business?

Absolutely, each business is unique (and so is every verification). Get in touch with our team, who will be able to create a custom flow tailored to your requirements.

Which countries are supported for a verification?

We verify documents and individuals globally, from drivers licenses to utility bills, bank statements and even correspondence with government authorities - regardless of language or typescript.

Creating a connection

The connector supports the following authentication types:

Default	Parameters for creating connection.	All regions	Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
Authorization Token	securestring	Enter your Authorization Bearer Token	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Create Applicant	Create a new verification applicant.
Create Verification Link	Create a verification link to easily upload documents.
Request Applicant Check	Confirm all documents are uploaded, and start the check.
Retrieve Applicant Details	Retrieve an applicant's details.
Retrieve Applicant Status	Retrieve an applicant's verification status and their details.
Upload Documents to an Applicant	Upload documents to an applicant with a base64 string.

Create Applicant

Operation ID:

Api-applicant-create

Create a new verification applicant.

Parameters

Name	Key	Required	Type	Description
Email Address	email		string	email
Phone Number	phone		string	phone
First Name	nameFirst		string	nameFirst
Last Name	nameLast		string	nameLast
Applicant Flow	flowName		string	flowName

Returns

Name	Path	Type	Description
status	status	string	status
applicantId	response.applicantId	string	applicantId
email	response.email	string	email
phone	response.phone	string	phone
nameFirst	response.nameFirst	string	nameFirst
nameLast	response.nameLast	string	nameLast
flowName	response.flowName	string	flowName
applicantStatus	response.applicantStatus	string	applicantStatus

Create Verification Link

Operation ID:

Api-verificationlink-create

Create a verification link to easily upload documents.

Parameters

Name	Key	Required	Type	Description
Applicant ID	applicant		string	applicant

Returns

Name	Path	Type	Description
status	status	string	status
verificationLink	response.verificationLink	string	verificationLink

Request Applicant Check

Operation ID:

Api-request-applicant-check

Confirm all documents are uploaded, and start the check.

Parameters

Name	Key	Required	Type	Description
Applicant ID	applicantId		string	applicantId

Returns

Retrieve Applicant Details

Operation ID:

Api-applicant-details

Retrieve an applicant's details.

Parameters

Name	Key	Required	Type	Description
Applicant ID	applicantId		string	applicantId

Returns

Name	Path	Type	Description
status	status	string	status
email	response.email	string	email
phone	response.phone	string	phone
nameFirst	response.nameFirst	string	nameFirst
nameLast	response.nameLast	string	nameLast
tags	response.tags	array of	tags
flowName	response.flowName	string	flowName
status	response.status	string	status

Retrieve Applicant Status

Operation ID:

Api-applicant-status

Retrieve an applicant's verification status and their details.

Parameters

Name	Key	Required	Type	Description
Applicant ID	applicantId		string	applicantId

Returns

Name	Path	Type	Description
status	status	string	status
applicantStatus	response.applicantStatus	string	applicantStatus
applicantActionStatus	response.applicantActionStatus	string	applicantActionStatus
Modified Date	response.result.Modified Date	integer	Modified Date
Created Date	response.result.Created Date	integer	Created Date
Created By	response.result.Created By	string	Created By
reviewAnswer	response.result.reviewAnswer	string	reviewAnswer
applicant	response.result.applicant	string	applicant
commentClient	response.result.commentClient	string	commentClient
company	response.result.company	string	company
commentModeration	response.result.commentModeration	string	commentModeration
rejectLabels	response.result.rejectLabels	array of string	rejectLabels
reviewRejectType	response.result.reviewRejectType	string	reviewRejectType
verification	response.result.verification	string	verification
_id	response.result._id	string	_id
extractedFirstName	response.extractedFirstName	string	extractedFirstName
extractedLastName	response.extractedLastName	string	extractedLastName
extractedBirthDate	response.extractedBirthDate	string	extractedBirthDate
documentCountry	response.documentCountry	string	documentCountry
extractedStreetNum	response.extractedStreetNum	string	extractedStreetNum
extractedStreet	response.extractedStreet	string	extractedStreet
extractedCity	response.extractedCity	string	extractedCity
extractedState	response.extractedState	string	extractedState
extractedPostCode	response.extractedPostCode	string	extractedPostCode

Upload Documents to an Applicant

Operation ID:

Api-document-upload

Upload documents to an applicant with a base64 string.

Parameters

Name	Key	Required	Type	Description
Applicant ID	applicantId		string	applicantId
Document Type (eg. ID_CARD)	docType		string	docType
Document Subtype (eg. FRONT_SIDE)	docSubType		string	docSubType
Document Country ISO (eg. AUS)	docCountryISO		string	docCountryISO
File Name + Extension (eg. document.jpeg)	filename		string	filename
File Contents (Base64 string)	contents		string	contents

Returns