Connect

Connect streamlines the identity verification process by letting Persona organizations share end-user data with one another. Organizations can create Share Tokens, which other organizations can use to copy and verify an end user’s data.

Connect Overview

Connect is Persona’s solution for cross-organization data sharing. Use Connect to grant partner organizations access to an end user’s data by creating a Share Token from their completed Inquiry. Partner organizations can redeem the Share Token to copy and verify the end user’s data. Persona will automatically complete an Inquiry with the end user’s data and verification results inside the partner organization’s Persona environment.

Share Tokens are scoped to an Inquiry and Organization, letting organizations decide exactly whose data to share and with whom. Organizations can verify shared end-user data against any Inquiry Template they pick.

Why Connect?

Connect lets partner organizations reduce end-user onboarding friction by streamlining identity verification. When two or more partner organizations need to verify the same end user, they can use Connect to share the end user’s data with each other directly. This eliminates the need for the end user to provide the same data to multiple organizations redundantly.

Organizations can verify shared end user data against any Inquiry Template they choose, giving them flexibility to verify the end user’s data against their own compliance standards. Redeeming Share Tokens gives organizations full ownership and control over the end user’s data and verification results, critical for meeting compliance requirements. Organizations can use Connect via API, Workflows, or Dashboard.

Key Benefits

Key Concepts

Organization Bridges

Sharing data requires setting up an Organization Bridge with your partner organization. The “Source Organization” creates the bridge by indicating which “Destination Organization” they would like to share data with, and what types of data they would like to share. The Destination Organization activates the bridge, after which the Source and Destination Organizations are ready to share data.

Share Tokens

Share Tokens allow one Persona organization to securely access another organization’s end-user data. A Source Organization can create a Share Token to share a completed Inquiry, which includes PII, photos, and documents (e.g., name, selfie, government ID). The Destination Organization redeems the Share Token to automatically copy and verify the end user’s data within its own Persona environment.

Integration Options

Organizations can use Connect via API, SDK, Workflows, or Dashboard. While API and SDK integrations are most common, some customers prefer to create and redeem Share Tokens via automated Workflows. Also, customers may also create or redeem Share Tokens via the Persona Dashboard, helpful for testing and one-off data shares.

End User Consent

Both the Source Organization and the Destination Organization are responsible for obtaining end-user consent before sharing data. In practice, organizations typically address this requirement in two ways:

1. Updating their Terms of Service and/or Privacy Policy to notify users of data-sharing.
2. Giving users a clear choice to opt in or out before any data sharing takes place.

Pricing

Source Organizations pay no additional fees to create Share Tokens. Destination Organizations pay their standard unit rates when redeeming Share Tokens to re-run Verifications. If Destination Organizations redeem Share Tokens but choose to copy Verifications instead, they pay a flat rate.

Product Access

To use Connect in Production, customers must sign a one-time agreement with Persona through their Order Form. Both the Source Organization and the Destination Organization are required to sign the agreement with Persona (however, each agreement is executed separately). The agreement is role-agnostic – it applies equally whether the customer is acting as the Source or the Destination.

Connect Roadmap

Persona’s roadmap for cross-organization data sharing includes:

• Cloning Verifications: We plan to support cloning Verifications from Share Tokens. Currently, we only support using Share Tokens to re-run Verifications.
• Prefilling Inquiries: We plan to support prefilling Inquiries with Share Tokens. Prefilled Inquiries collect the end user’s data sharing consent explicitly, and collect only net-new data by skipping data the end user has already provided.

FAQs

How can I get access to Connect?

Connect is in Closed Beta. Please reach out to your Persona account team or connect@withpersona.com to request access or additional information.

Who can I share data with?

You can exchange data with any Persona customer with whom you have an active Organization Bridge.

Do both organizations need to be Persona customers?

Yes, both the Source Organization and the Destination Organization must be Persona customers in order to share data through Connect.

How does pricing work?

Source Organizations pay nothing to create Share Tokens. Destination Organizations pay their standard unit rates to re-revify shared end user data, and a flat fee to clone existing verification data. See Pricing for more information.

How does end user consent work?

Both organizations are responsible for notifying users about data sharing practices and giving users a clear choice to opt in to or out of data sharing. See End-User Consent for more information.

What can I do with a Share Token?

Destination Organizations can use Share Tokens to copy and re-verify end user data. Alternatively, Destination Organizations can clone existing verifications if they do not want to re-run verifications. See Redeeming Share Tokens for more information.

How can I exhange a Share Token with a partner organization?

Typiclly, the Source Organization sends the Share Token to the Destination Organization’s API or SDK. Organizations can also exchange Share Tokens automatically using Persona Workflows.