Overview
Within each Account Type, organizations have the ability to modify how information is arranged and displayed. Since accounts are meant to be a source of truth for an entity’s identity data, Persona equips organizations with a flexible drag-and-drop tool to build identity records that reflect their business needs. This may be helpful in the following scenarios:
- Customize how account data is displayed per account type (e.g. surfacing the most frequently referenced information at the top of the template)
- Consolidate data from multiple sources in one place and organize data by its source
- Easily view and access related records
Configure your Account Layout
To modify your Account layout, use the layout editor to drag-and-drop modules into the desired location. Modules are prebuilt components (e.g. Inquiries, Reports, Verifications) containing specific kinds of information that may be useful when performing business or user lookups.
- From the left navigation menu, select Accounts > Types to view your existing list of Account Types.
- Clicking on an Account Type will open the Layout Editor. On this page, you’ll see the Account layout, along with a right panel showing the Component Library. The Component Library features a variety of prebuilt Modules that serve as building blocks for your template (see below for all available prebuilt Modules).
- Drag and drop your preferred Module into the layout to customize the experience for viewing your accounts. For advanced configurations, we also provide settings for Dynamic Height and Visibility.
- Dynamic Height automatically grows or shrinks modules to fit its contents.
- Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your requirements. You can read more about Cases: Visibility Configuration here.
Layout Modules
Modules available in the Account Layout Editor include the following:
Build Your Own
| Module Name | Description |
|---|---|
| Data Table | A configurable table for showing selected data in a custom table. |
| Data Display | A configurable block for showing selected data fields in a custom arrangement. |
| Gallery | Displays a gallery of images, such as captured documents or selfies. |
| Graph | Renders a link/relationship graph connecting this record to related entities. |
| Related Records | Learn more about Related records here. |
| Account | Embeds any linked account record(s) and its details. |
| Cases | Lists any case(s) associated with this account. |
| Inquiry | Surfaces any linked Persona inquiries. |
| Report | Shows links to reports (e.g., a watchlist or adverse-media report) tied to the record. |
| Transactions | Shows transaction records associated with the record. |
| Verification | Displays the details of verification(s) (document, selfie, database, etc.) associated with the record. |
List Matches
| Module Name | Description |
|---|---|
| Relations | Shows entities related to this account via relations. |
| Documents | Shows documents associated with the account. |
| Integration Log | Shows logs of external integration/workflow calls. |
Account Management
| Module Name | Description |
|---|---|
| Comments | Lets reviewers read and post internal notes on the record. |
| Event Timeline | A chronological feed of activity and events on the record. |
| Info | Shows the core fields of the case or account record (status, key attributes) at a glance. |
| Tags | Displays and lets agents apply labels/tags to the record. |
| Signals | Surfaces Persona fraud and risk signals for the record. |
| Markdown | Renders static rich text or instructions authored in Markdown. |