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IDV Configuration

IDV Configuration controls how verifications are judged. It has two tabs — Trust Factors and Document OCR Quality — and, like all settings, is kept per environment. Editing requires the configuration permission (Administrator); other roles see the values read-only.

Trust Factors​

A Trust Factor configuration is a named set of checks and thresholds that produce the accept / review / reject decision. A workflow references a configuration by name from its trust-evaluation step (see Workflow Settings), so a Company can keep several — for example a strict one for onboarding and a lighter one for age verification.

The configuration library​

The Trust Factors tab lists every configuration:

  • Platform-seeded configurations carry a Default badge and cannot be deleted.
  • Clone copies the selected configuration to a new editable one (<name>_copy).
  • Edit opens it in the editor; Delete removes a custom, non-default configuration.

The editor​

Rename the configuration inline and Save (enabled only when there are changes, no validation errors, and you have modify permission; Cancel prompts before discarding unsaved changes). The editor is split into three sub-tabs:

  • Trust factors — the checks that drive the decision, grouped into Biometrics and Document sections. Each factor is edited in a table:
    • Score / numeric factors — set the reject and review thresholds (the bands below which a result is rejected outright or sent to manual review).
    • Boolean factors — set the expected pass/fail value.
    • Every factor has an enable toggle so it can be turned on or off for this configuration.
    • Invalid values are flagged and block saving.
  • Face dedup — the trust factors that govern the face duplicity check (the 1:N match and review thresholds).
  • Document dedup — the trust factors that govern the document duplicity check.

For the meaning of individual factors and their defaults, see Trust Factors & Decisioning.

Document OCR Quality​

Controls the quality checks applied to a captured document before its extracted data is trusted. Edit it as a guided Form or as raw JSON (toggle at the top), then Save.

The form is organized into sections:

SectionSettings
OCR confidenceThe minimum acceptable OCR confidence (0–1).
Date validationAccepted ranges for date of birth (min/max age), date of issue (min/max age), and date of expiry (min/max duration), plus an Accept documents with no expiration toggle.
MRZ & portraitToggles for MRZ text-consistency, MRZ checksum, and portrait-not-covered validation.
Fixed-length field validationRules requiring a specific character length for a field on a given document type and country; add and remove rows as needed.

The JSON view edits the same configuration as raw JSON and is validated on save (invalid JSON or values are rejected with the offending field reported).

See also​