How-to articles Manage verification options How to use ShuftiPro

How to use ShuftiPro

How to configure a connection to ShuftiPro

Only admins who are assigned the permissions to manage external connections can set up a connection to ShuftiPro.

To create a connection, do the following:

Navigate to System > External Connections and click +Create in the upper-right corner of the screen.
In the Create connection window, fill in the following fields:

In the Name field, specify a name that you want to use for the connection.

In the Caption field, specify a caption that will be applied to the connection in the Back Office.

From the Provider drop-down list, select ShuftiPro.

Click Save.
On the Edit connection screen, specify the following settings:

In the API host field, specify a URL to the ShuftiPro API endpoint.

In the Client ID and Secret key fields, specify the client ID and secret key value to access ShuftiPro.

From the Enabled drop-down list, select Yes.
Click Save to create the connection.

How to create document groups for ShuftiPro verification

In order to enable document verification, create a document group with the name passport. To enable face verification, create a document group with the name selfie.

Important

Document group names must be specified exactly as passport and selfie (in lower case).

To create a document group, do the following:

Navigate to Verification > Document groups and click +Create in the upper-right corner of the screen.
On the Create document group screen, fill in the following fields:

In the Name field, specify passport or selfie.

In the Caption field, specify a document group name that will be displayed in the B2Core UI.

From the Type drop-down list, select All.

In the Description field, specify a description for the document group.

Make sure that Yes is selected in the Enabled drop-down list.
Click Save to create the document group.

How to create document types for ShuftiPro verification

You should create one document type for document verification and another — for face verification.

To create a document type, do the following:

Navigate to Verification > Document types and click +Create in the upper-right corner of the screen.
On the Create document type screen, fill in the following fields:

In the Name field, specify passport or selfie.

In the Caption field, specify a document name that will be displayed in the B2Core UI.

In the Description field, specify a description for the document type.

From the Group drop-down list, select a previously created document group in which this document type should be included (either passport or selfie).

In the Max files field, specify the maximum number of files that clients can upload.

From the Status drop-down list, select Enabled.
Click Save to create the document type.

How to create verification levels for ShuftiPro

You can create verification levels or modify the existing levels to use ShuftiPro for document and face verification.

To create a verification level, do the following:

Navigate to Verification > Levels and click +Create in the upper-right corner of the screen.
On the Create verification level screen, fill in the following fields:

In the Index field, specify a non-zero integer value.

In the Wizard field, select either of the two options:

ShuftiProSDK to open the default ShuftiPro window in the B2Core UI so that clients can upload the documents required for verification.

ShuftiProDirect to open the window specifically designed for the B2Core UI so that clients can upload the documents required for verification.

In the Caption field, specify a level name that will be displayed in the B2Core UI and mobile app (for example, Level 1). If required, specify the localization properties for this field by clicking the button located on the right side of the field.

In the Desktop Description field, specify a level description to be displayed in the B2Core UI. For a level description, you can list the permissions granted to clients after obtaining this level.

The description for the B2Core UI can be specified in the HTML format. If required, specify the localization properties for this field.

In the Mobile Description field, specify a level description to be displayed in the mobile app.

The description for the mobile app can be specified in the JSON format. If required, specify the localization properties for this field.

From the Visible drop-down list, select Yes.

From the Default drop-down list, select No. (Level 0 is the default verification level).

From the Assigned Client Right drop-down list, select an appropriate access level (refer to Client rights for details).

From the Document groups drop-down list, select the required document group either passport or selfie, or both if you want your clients to pass both document and face verification to receive this level.

Click Save to create the level.