Verifications

The Verifications page is the daily work-queue for compliance teams using Athenty. Everything that gets sent to a client or subject for verification — identity documents, biometric checks, KYC screening, custom share-backs — appears here as a row, lifecycle-tracked from invite through to final approval.

Anatomy of the page

1. Header and primary action

The page header carries the title Verifications, a one-line description, and the standard Help (?) and Docs (book) icons. The primary action is New Verification, which opens the start flow on a separate page.

2. Tabs

Five tabs partition the data by lifecycle status:

Tab	Status mapping	Typical use
All	(no filter)	Search, advanced filtering, audits
Drafts	initiated	Verifications started but not sent
Active	in_progress, pending_review	Today’s work queue
Completed	approved	Reporting, certificate downloads
Voided	rejected, canceled, expired	Drop-off analysis

The Active tab is the natural home for most users — sent invites that have not yet finished.

3. Filters

Three dropdown filters sit to the right of the tabs:

• Requester — single-select; narrow to verifications a specific teammate initiated
• Sent via — multi-select; filter by Email, SMS, Link, In-Person, or API delivery channel
• Type — multi-select; IDV, KYC, or Custom

Filters compose with the active tab — a row must match the tab’s status range and every active filter.

4. Verification table

Each row shows:

• Client / Subject — who the verification is for
• Type — IDV, KYC, or Custom badge
• Status — pill colour-coded by lifecycle stage
• Source — channel badge for the invite delivery
• Requester — the user who started the verification
• Created and Last Activity dates

Clicking a row opens the verification detail page, which has the full timeline, captured documents, biometric matches, KYC hits, and the reviewer decision UI.

Bulk actions

Selecting one or more rows surfaces a bulk action bar above the table:

• Cancel — voids the selected verifications. The client invite stops working; the verifications move to the Voided tab.
• Resend invite — re-emits the original invite. Only valid for rows currently in In progress and whose invite has not yet expired.

Selection is preserved across page changes within the table.

Status lifecycle

initiated ──▶ in_progress ──▶ pending_review ──▶ approved
                                              └▶ rejected
              │
              └▶ canceled  /  expired

• Initiated — created in your portal, not yet sent (Drafts tab)
• In progress — invite delivered, client is working through the flow
• Pending review — client finished, waiting on a reviewer
• Approved / Rejected — final reviewer decision (Completed / Voided)
• Canceled — voided by a team member (Voided)
• Expired — client did not complete within the configured window (Voided)

The expiry window is configured per tenant under Settings ▸ Verification Defaults.

Creating a verification

The New Verification button takes you to the start flow at /verifications/new — a multi-step wizard that picks the type, the subject (an existing client, a new participant, or a one-off subject), and the delivery channel. After save the new verification appears on this list under the Drafts tab (if you stopped before sending) or Active (if you sent the invite).

Permissions and scope

Role	Caseload visible
Owner / Admin	All verifications across the organization
Member	Their own initiated verifications and any they review
Viewer	Read-only view of the rows their role can see

Verifications are scoped to the organization. A verification never crosses tenant boundaries even if the same client exists in another tenant.

Troubleshooting

Symptom	Most likely cause	Fix
Empty list	Tab + filter combination excludes everything	Click All and clear filters
Cancel disabled in bulk	One or more selected rows are in a terminal state	Filter to Active only before bulk-canceling
Resend disabled	Invite expired, or the row is not in in_progress	Open the row and click Generate new invite
Stalled in Pending review	No reviewer assigned, or reviewer didn’t see the notification	Assign a reviewer on the detail page; verify their Account ▸ Notifications are wired
New verification doesn’t appear	Page is still on a stale filter	Switch to All and clear filters

Related pages

• Dashboard — high-level funnel and approval-rate charts roll up from this list
• Participants — directory of subjects across all matters
• Settings ▸ Verification Defaults — expiry windows, reviewer assignment rules, default types