PII and IDV Documents
How can I retrieve the PII information or identity verification files?
Customers PII
To access the PII details of verified customers on the platform, you can either use the partner portal or API requests.
Customer PII in the Partner Portal
To access the customer PII information on the partner portal, first ensure the user has the "PII Read" role assigned to them. If the user doesn't have this permission, any team member with the "User Admin" role can add the "PII Read" role to that team member. Please review this guide on editing a user's role in the partner portal.
After logging into the partner portal, select the desired Bank from the drop-down menu below the Cybrid logo. Then, click on the Customers page from the vertical menu on the left side of the screen. Look up the specific customer using their GUID and click on the GUID hyperlink. On the subsequent page, go to the Details tab in the horizontal menu and review the customer's personal information, including name, address, date of birth, phone number, and email address.
Customer PII via API request
To retrieve the customer PII information via API, ensure you have included the customers:pii:read in your token's scope and have set the pii query parameter to the true, such as the following:
GET /api/customers/{customer_guid}?include_pii=true
Updated 4 days ago