What is a Session?
A Session is where applicant information is collected and the verification process is tracked. Think of it as a verification case — it holds all the personal data, documents, and verification results for a single onboarding attempt. Sessions are the central hub of the verification workflow:- Manual data entry: You can set the applicant’s name, date of birth, address, and other details directly on the session.
- Automatic extraction: When a document is verified, extracted data (name, DOB, address, etc.) can be automatically written back to the session.
- Status tracking: The session status reflects the overall progress of the verification — from creation through completion to a final decision.
Session Statuses
Sessions follow a lifecycle represented by these statuses:| Status | Description |
|---|---|
created | Session has been created but no activity has occurred |
started | The applicant has begun the verification process |
pending | Information has been submitted and is being processed |
completed | All verification steps are complete |
failed | The verification process failed |
marked_for_review | The session requires manual review |
approved | A reviewer has approved the session |
declined | A reviewer has declined the session |
expired | The session expired before completion |
Status Flow
Creating a Session
Create a session linked to an account:Response
Populating Session Data
You can provide applicant information in two ways:Manual Input
Update the session directly with applicant details:Automatic Extraction from Documents
When you create a verification withauto_update_session set to true, extracted data from the document is automatically written to the session:
person fields (name, date of birth, etc.) are populated from the document data — saving you from having to manually copy the information.
Both
document/idv (government ID) and document/address (proof of address) verifications can auto-update the session when linked.Making Decisions
Once verification is complete, you can approve or decline the session:- Approve
- Decline
sessions:decide permission on your API key.
Expiring a Session
If a session is no longer needed or has been idle for too long, you can expire it:Listing Sessions
Retrieve sessions with optional filters:Redacting a Session
Remove all personal data from a session:Relationships
Sessions connect to:- Account — The account this session belongs to
- Documents — All documents uploaded during this session (
document/idv,document/address) - Verifications — All verification results for this session
- Session Device — Device information if the session was started from a client device