Customer Profiles

The Customer Profile feature in One Stop is designed to present a comprehensive list of user information. It serves as a centralized hub that offers a holistic view of the organization's interactions with an individual over time. By aggregating historical verifications, cases, and audit reports, the customer profile provides valuable insights to support informed decision-making.

To create a customer profile, you can simply pass on a reference ID when creating a verification. It is recommended to use an internal customer ID or account ID as the reference ID, as this helps establish a clear association between the verification and the specific individual. By linking verifications to a reference ID, all relevant information associated with that individual can be consolidated and displayed within their customer profile.

By accessing the customer profile, users can gain a comprehensive understanding of an individual's verification history, case involvement, and audit reports. This wealth of information aids in making informed decisions related to customer interactions, risk assessment, compliance, and overall business operations within One Stop.