Identity Verification Flows

The flow templates for identity verification are designed to help organizations obey regulations that protect sensitive information.
Flow Purpose
Verify Customer Identity V2 Verifies the identity of a customer before a CSR or CCA can process the customer’s request and saves the customer verification data for auditing purposes.
Verify Customer Identity Base V2 Verifies the identity of a customer before a CSR or CCA can process the customer’s request and, if a record ID is passed into the flow, saves the customer verification data for auditing purposes. Also, gives you the option to add the flow to a Lightning record page or to the utility bar based on your business requirements.
Verify Linked Customer Identity V2 Verifies the identity of a customer after a CSR or CCA has verified the identity of the customer’s authorized representative.

To run an identity verification flow, you must have the required identity verification process setup records.

Note