Reference IDs

A Reference ID is a string unique to every user that is used to identify their Persona account in a way that makes sense to your business. Persona recommends using the same user ID that uniquely represents the user in your internal system, and providing a reference ID whenever possible.

Inquiries created with the same Reference ID will all get automatically associated with the same account, which will:

• Make it easy to know the status of all interactions between this user and Persona
• Allow for easier re-verification of the user
• Help with Preventing Users From Creating Multiple Inquiries

How to do it

• Server API: (recommended) Pass in the user's reference ID as auto-create-account-reference-id in the meta object of the request payload
• SDK: pass the field to the referenceId method in the Inquiry builder
• Hosted: at the end of the URL as a query string parameter (&reference-id=abc)
• If your user has no reference-id, you can Update their existing account with one

🚧

Reference IDs and PII

We recommend using UIDs instead of potentially sensitive information such as email addresses. Persona does not treat Reference IDs as PII.