For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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OverviewInquiriesTransactionsAPI ReferenceChangelog
OverviewInquiriesTransactionsAPI ReferenceChangelog
  • Overview
    • Transactions Overview
    • Transaction API-first lifecycle
  • Model References
    • Overview
    • Transaction Types
    • Building Workflows
    • Connection Objects
  • Integration Guides
    • Reports via API
    • Government ID Verification via API
    • KYB via API
    • Database Verification via API
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  • Related Objects
  • Relations
Model References

Connection Objects

Transactions integrate different parts of Persona's ecosystem under one umbrella.

Related Objects

Because Workflows combine logic across product lines, customers can rely on them to query across product lines as well. Any item contained on a Transaction-triggered Workflow Run is implicitly a related object to that Transaction and the Transaction dashboard view reflects this connection.

Relations

Customers define and configure relations to reflect their worldview in Persona. Relations store known source-of-truth connections between systems of record.

Relations define formal connections between Transactions and Accounts. Customers establish this connection between Accounts and Transactions via relationship fields on the Account and Transaction. The field itself is indicated by a key and has its own, user specified field schema.

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