Demo and production environments
You'll be provided with two environments:
Demo environment: This is a special account just for testing. It does not run live checks, with the exception of ones that use free data providers like Companies House, so you can run as many tests as you like.
Production environment: This is the environment that your systems will use to run live checks. This means you'll see real check results from your data providers and you'll be charged for any checks you run.
We recommend building your smart policy initially in your demo environment where you can test every check and data provider combination, then replicating your configuration in the production environment.
Caution
If there are any differences between the configuration in your demo environment and production environment, your policy will behave differently. We recommend double-checking the configuration in your production environment before publishing the policy.
About testing in your demo environment
Since live checks are not run with paid providers in the demo environment, Passfort provides a series of tests you can use to simulate these results. To get the tests:
All the steps to run the tests can be found in the "Testing your configuration" section of the configuration information for your data provider.
You can combine test words into a single profile.
For example, if you're testing the Electronic identity check with GBG ID3global and the PEPs and sanctions screening with Moody's Grid, you could run these tests by creating profiles with the following names:
Test | Keywords required | Profile name for test |
|---|---|---|
What happens to customers with no PEPs matches and a 2+2 result? | To test no PEPs matches: No keywords are required To test a 2+2 result: No keywords are required | Alex Wheeler |
What happens to customers with no PEPs matches and a fail result? | To test no PEPs matches: No keywords are required To test a fail result: fail | Alex Wheeler fail |
What happens to customers with some PEPs matches and a 2+2 result? | To test some PEPs matches: PEP To test a 2+2 result: No keywords are required | Alex Wheeler PEP |
What happens to customers with some PEPs matches and a fail result? | To test some PEPs matches: PEP To test a fail result: fail | Alex Wheeler PEP fail |
This is only an example of a test you may want to run. See the data provider topics for more keywords you can use.
Some tests can return different results based on your configuration options. Every data provider topic includes a section called "Configuration options" which lists the options you can use for that check variant.
About testing in your production environment
When you're happy with the behavior of your demo environment, you should replicate the exact same configuration in your production environment.
You may want to run tests on a small set of individuals, such as employees or family members, to make sure your checks have been configured correctly and your systems are integrated properly. Remember that you'll see real check results from your data providers and you'll be charged for any checks you run.
Caution
Before running any live checks on a real person, you must get their permission. Note that some checks, for example, the Electronic identity check, run a soft credit check and may appear on the person's credit report.