Persona

• List inquiriesList verification inquiries, newest first, narrowed by status, account, template or when they were created.
• Get an inquiryGet one inquiry in full, including the data it collected and the ids of the verifications inside it.
• Create an inquiryStart a verification for one person and get the link to send them. Uses the inquiry template from your connection unless you name another one here.
• Update an inquiryChange an inquiry's note, pre-filled details or tags. Only the fields you fill in are changed, but filling in Tags replaces the inquiry's whole tag set.
• Approve an inquiryApprove an inquiry. This is final: Persona runs the account's workflows and webhooks and the inquiry cannot progress any further afterwards.
• Decline an inquiryDecline an inquiry. This is final: Persona runs the account's workflows and webhooks and the inquiry cannot progress any further afterwards.
• Mark an inquiry for reviewSend an inquiry to your team's manual review queue. The inquiry stops progressing until someone decides it.
• Expire an inquiryExpire an inquiry and close its open sessions, cancelling any verification still in progress. It can be resumed afterwards.
• Resume an inquiryReopen an inquiry and get a fresh session token for it. Persona only allows this while the inquiry is pending or expired.
• Get a one-time linkCreate a fresh single-use link to an existing inquiry: the URL you send the person so they can complete it.
• Add a tag to an inquiryPut one more tag on an inquiry, leaving its other tags alone.
• Remove a tag from an inquiryTake one tag off an inquiry, leaving its other tags alone.
• Set inquiry tagsSet the tags on an inquiry. This replaces its existing tags: any tag you leave out is removed, and an empty list clears them all.
• Simulate inquiry actionsMove a Sandbox inquiry through its lifecycle without anyone completing the flow: the way to test a workflow end to end. Sandbox only: a production API key is refused. The actions run in Persona's lifecycle order whichever order you tick them in.
• List accountsList the people Persona holds accounts for, newest first, optionally narrowed to your own ids for them.
• Create an accountCreate the Persona account a person's inquiries and verifications hang off. Filling in 'Match existing by' turns this into an update when one already matches.
• Get an accountGet one account in full, with the details Persona holds on it.
• Update an accountChange the details on an account. Only the fields you fill in are changed, but filling in Tags replaces the account's whole tag set. An account's type cannot be changed.
• Set account tagsSet the tags on an account. This replaces its existing tags: any tag you leave out is removed, and an empty list clears them all.
• Get a verificationGet one verification (a single check inside an inquiry, such as a government ID or a selfie) with every check it ran and why each passed or failed. Its id comes off an inquiry's verifications relationship.

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