Every Inquiry has its own page in the Persona Dashboard, holding what the end user submitted and how they submitted it. This is the short tour of that page, so you know what is there before you need it.
Opening an Inquiry
Select Inquiries > All Inquiries in the navigation bar to see a list of all of your Inquiries. You can filter the list by attributes including Inquiry status, creation date, and the type of Verification checks that ran. Select an Inquiry to open its details.
What each tab holds
- Overview: summary statistics for the Inquiry, the attributes collected about the end user, location information, and Behavior Risk Signals.
- Verifications: every Verification attempt the end user made, and the checks that ran on each attempt.
- Sessions: each continuous interaction with the Inquiry on a device, with the network and device details for it.
- Reports: any Reports the end user matches on, which can include Global Watchlists and PEP Screens.
- List matches: any matches on one of your Lists, and what the matched item is.
- Integration Logs: a log for each integration used by a Workflow that triggered off of the Inquiry.
- Signals: the passive data points Persona collected during the Inquiry, which add context for assessing risk.
The panels beside the tabs
Four panels stay on the right side of the page whichever tab you are viewing:
- Info: the Inquiry, Reference, and Account IDs, plus the template used and the status.
- Tags: the tags on the Inquiry, and where you add one.
- Cases: the Case the Inquiry is attached to, if there is one.
- Event timeline: every event relevant to the Inquiry, from creation onward. Start here when an Inquiry did not behave as expected.
Where to go next
- Understanding Inquiry details walks through each tab and panel in full.
- Quick Start: Understanding Verification results within an Inquiry explains how to read the Verifications tab.
- Key Concept: Inquiry, Verification, and other terms defines the words used above.