Template Configuration

A Template defines how a verification is run — what checks are performed, how users experience the flow, and how results are evaluated. Instead of thinking of templates as API objects, think of them as verification blueprints. Below represents the structure of a template

Template Identity

These settings help you identify and manage templates.

• Template ID A unique identifier used internally and when triggering verifications.
• Name & Description Human-readable details to explain what the template is used for (for example, Standard KYC for India).
• Entity Type
  Defines whether the template is used for:
  • Individuals (KYC)
  • Businesses (KYB)
• Tags Labels to organise and group templates, such as KYC, KYB, document-only flows, or periodic reviews.

User Experience & Branding

These settings control what the verification flow looks like for end users.

• Theme & Branding Customise colours, fonts, and logos to match your brand.
• Redirect Behaviour Define where users are redirected after completing the verification flow.

Verification Configuration

This section defines what checks are run and how the workflow behaves.

• Verification Options Enable or disable specific checks and control verification behaviour at a workflow level.
• Manual Review Rules Define when a verification should be sent for human review.

Risk & Decisioning

These settings determine how verification outcomes are evaluated.

• Risk Scoring Rules Thresholds that decide whether a profile is Approved, Sent for Review, or Declined.
• Custom Warning Handling Override default warning behaviour to align with your internal risk policies.

Notifications & Events

Control how AiPrise communicates verification progress and results back to your systems.

• Final Result Webhook Receive the completed verification outcome.
• Event Webhook Receive real-time updates as verification steps are processed.

Ongoing Monitoring (Optional)

• AML Monitoring Enable continuous monitoring for individuals or businesses after verification is complete.

Running verification using a Template

To start a verification, pass the template_id into the API call:

curl -X POST https://api-sandbox.aiprise.com/api/v1/verify/run_user_verification \
  -H "Content-Type: application/json" \
  -H "X-API-KEY: your_api_key_here" \
  -d '{
    "template_id": "template-uuid-here",
    "user_data": {
      "first_name": "John",
      "last_name": "Doe",
      "date_of_birth": "1990-01-15",
      "country": "US"
    }
  }'

Template Overrides

You can override specific template settings per verification session, without editing the template itself:

Example:

{
  "template_id": "template-uuid",
  "callback_url": "https://yourdomain.com/custom-results",
  "redirect_uri": "https://yourdomain.com/complete"
}

Theme Options

Customize the user-facing verification interface to match your brand:

{
  "theme_options": {
    "color_preset": "#1E88E5",
    "font": "Inter",
    "logo": "https://your-domain.com/logo.png"
  }
}