Introduction

Welcome to the integration guide for IdentityCheck and FileMaker. FileMaker, known for its tagline “The Problem-Solving Platform,” offers a dynamic database solution with features that let users intuitively manage data through a drag-and-drop interface. By integrating IdentityCheck with FileMaker, businesses can seamlessly enhance their ID verification processes. This integration empowers organizations to effortlessly integrate identity checks into their workflows, ensuring secure and compliant operations.

Why Connect IdentityCheck to FileMaker

FileMaker’s robust security and dynamic database capabilities provide the ideal foundation for handling sensitive identity verification processes. By connecting IdentityCheck, you streamline the execution of ID verification directly within your database, reducing manual errors and increasing productivity. Enhance accuracy and compliance with automated KYC checks, leveraging FileMaker’s intuitive layout customization. Discover proof through Wardle Partners’ success story, where they achieved a remarkable ROI by integrating IdentityCheck.

Setting Up the Integration

1. Start by logging into your FileMaker account and navigate to the Layout mode.
2. Add a new button or script trigger to your preferred layout.
3. Configure the button to initiate the IdentityCheck API call.
4. Ensure that the API credentials for IdentityCheck are securely stored within FileMaker’s secure database fields.
5. Test the integration with sample data to ensure the system automates the identity check accurately.
6. Review and save the layout to begin using IdentityCheck with your FileMaker setup.

How It Works in FileMaker

Once set up, conducting an identity check in FileMaker is straightforward. For example, a user might initiate a KYC check by entering a new client’s data. The integration runs in the background, verifying identity and updating the database with results—all with minimal intervention. Users can easily adjust layouts or forms to cater to their specific business needs, ensuring the verification process is as efficient as possible.

Frequently Asked Questions

Where is the identity verification data stored?
The data is securely stored within FileMaker’s encrypted storage, ensuring compliance and security.

Can I customize the verification steps?
Yes, you can configure verification parameters directly in FileMaker to match your unique business requirements.

What if identity checks remain incomplete?
Incomplete checks can be flagged and revisited, with automated reminders available to complete the verification process seamlessly.

Final Thoughts

Integrating IdentityCheck into FileMaker adds substantial value by automating and securing identity verification processes. Embrace a streamlined, effective workflow, reducing errors and enhancing compliance. Experience the benefits firsthand with this powerful integration.