Persona Help Center
Overview
Modules are prebuilt components that you can drag and drop into a Cases Template. Each module contains a specific kind of information that may be useful to an agent who reviews a Case.
Modules
There are many types of modules. Note that we continue to add modules, and this may be an incomplete list.
General
| Module name | Description | Key options |
| Attachments | Lets you upload PDF or image attachments to the Case. Displays the attachments. | |
| Case Comments | Lets you view and add comments to the Case. Each comment includes the timestamp and comment author. | |
| Case Info | Displays an overview about the Case. | (Optional) Rearrange the order of fields, and show or hide fields. |
| Checklist |
Lets you create a custom checklist for agents to follow and complete as they review each Case. |
Define items for each checklist. For each item, provide a unique key, and a description. (Optional) You can require a particular checklist item to be marked done before the Case can be transitioned to a specific status. |
| Data Display |
Lets you display any string, number, or boolean Case fields on the Case. If you want to display JSON, take a look at the Key Value module. |
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| Device | Displays information about the device associated with the Case, such as IP address, threat rating, and network country. | (Optional) Rearrange the order of fields, and show or hide fields. |
| Lets agents send and receive messages from within the UI of the Case. | ||
| Event Timeline | Displays all events associated with the Case. Time is in UTC. | |
| Field update | Lets you manually update case fields with information collected during the review process. | |
| Key Value |
Lets you pull in and display any JSON data attached to the Case, in a grid or table format. This module can be used to display data from a third party system that you have attached to the Case as JSON. |
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| Location |
Displays information about the location associated with the Case. |
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| Markdown |
Lets you display custom text using Markdown syntax. |
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| Related Cases |
Displays other Cases associated with the same Account as the Case. If the Case is associated with multiple Accounts (e.g. when used for KYB), this module displays a separate list of related Cases per Account. |
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| Tags |
Displays tags applied to the Case. We recommend you always include this module. |
Products
| Module name | Description | Key options |
| Account |
Displays an overview of all Accounts associated with the Case. |
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| Graph |
Displays Accounts that are linked to the Case through signals such as IP address, device fingerprint, and email. |
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| Inquiry | Displays all Inquiries related to the Case. |
(Optional) Select an Inquiry template. Only Inquiries for this template will be displayed. (Optional) Rearrange the order of fields, and show or hide fields. |
| List Matches | Displays all List matches related to the Case. |
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| Reports | Displays all Reports related to the Case, for one Report type. |
Select the Report type. |
| Verifications | Displays all Verification attempts related to the Case, for one Verification type. | Select the Verification type. |