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About tasks

Tasks are the due diligence measures that must be taken to onboard a profile to a product successfully.

You can use any of the out-of-the-box tasks listed or create your own custom tasks.

Verify identity task for an individual

Tasks can be passed manually or with the assistance of checks. Get the full list of checks.

About task versions

Task versions have their own statuses, check results, and task notes.

When a task is first created, there’s only one version.

A new version of the task is created every time a task expires.

When a task has multiple versions, a Task versions icon is displayed next to the task status. Select the Task versions icon button. icon to show the task versions and navigate to the version you want to see.

Drop-down menu showing the list of all versions of the task.

Additional information