# AiPrise Knowledge Base


## Getting Started

- [How does AiPrise mitigate impersonation risk?](https://support.aiprise.com/articles/3318232058-how-does-aiprise-mitigate-impersonation-risk)
- [How does Proof of Address (POA) Validation work?](https://support.aiprise.com/articles/7810232795-how-does-proof-of-address-poa-validation-work)

## User Verification (KYC)

- [How to test user verification in sandbox environment](https://support.aiprise.com/articles/2841244131-how-to-test-ssn-verification-in-sandbox-environment)
- [Requesting additional documents from a verified user via the AiPrise dashboard](https://support.aiprise.com/articles/1031741687-requesting-additional-documents-from-a-verified-user-via-the-aiprise-dashboard)
- [Understanding and Using Smile Liveness Detection for Identity Verification](https://support.aiprise.com/articles/2151064829-understanding-and-using-smile-liveness-detection-for-identity-verification)
- [How to Run a KYC Verification with AiPrise](https://support.aiprise.com/articles/4522844175-how-to-run-a-kyc-verification-with-aiprise)
- [Understanding Document Anti-forgery Warnings: FAKE_ID Errorj](https://support.aiprise.com/articles/3032090146-understanding-document-anti-forgery-warnings-fake-id-error)
- [Breakdown of Politically Exposed Person (PEP) Classes](https://support.aiprise.com/articles/3297934241-breakdown-of-politically-exposed-person-pep-classes)

## Business Verification (KYB)

- [KYB Onboarding SDK FAQs](https://support.aiprise.com/articles/5289175821-understanding-and-customizing-the-kyb-questionnaire)
- [KYB Coverage](https://support.aiprise.com/articles/3725202546-kyb-coverage)
- [How to bulk upload answers via a CSV for a questionnaire](https://support.aiprise.com/articles/4355457959-how-to-bulk-upload-questionnaire-answers-via-a-csv)
- [ Business Cases vs Business Profiles](https://support.aiprise.com/articles/9638922523-business-profiles-vs-business-cases)
- [Request for Information (RFI) - Requesting Additional Documents or Information from a Business](https://support.aiprise.com/articles/5298349756-requesting-additional-documents-or-information-from-a-business)
- [Step by step guide on how to run KYB on a business](https://support.aiprise.com/articles/5035315089-step-by-step-guide-on-how-to-run-kyb-on-a-business)
- [Auto-Tagging : How it works](https://support.aiprise.com/articles/4217324325-auto-tagging-how-it-works)
- [Understanding KYB Onboarding Configuration Modules on AiPrise](https://support.aiprise.com/articles/4162169907-understanding-kyb-onboarding-configuration-modules-on-aiprise)
- [Understanding Key Roles: UBOs / Shareholders / Directors / Legal Representatives](https://support.aiprise.com/articles/9401999964-understanding-key-roles-ubos-shareholders-directors-legal-representatives)
- [API Recipe: How to Run Full KYB Verification on a Business Profile](https://support.aiprise.com/articles/3112742542-api-recipe-how-to-run-full-kyb-verification-on-a-business-profile)
- [Retrieving the Associated Email or OTP for a Business Verification Session](https://support.aiprise.com/articles/2766327486-retrieving-otp-or-associated-email-when-a-customer-saves-resumes-business-onboarding-sesion)
- [Supported US States for KYB (Know Your Business) Verification](https://support.aiprise.com/articles/3780757704-supported-us-states-for-kyb-know-your-business-verification)
- [Multi-Level Related Entities — Migration Guide & FAQ](https://support.aiprise.com/articles/9352052810-multi-level-related-entities-migration-guide-faq)

## AiPrise Dashboard

- [How to Add Team Members to Your AiPrise Account](https://support.aiprise.com/articles/9537606782-how-to-add-team-members-to-your-aiprise-account)
- [Sending an onboarding link directly via dashboard](https://support.aiprise.com/articles/7131483938-how-to-generate-a-standalone-verification-link-for-aiprise-kyc-flow)
- [How to Set Up Conditional Questions in Verification Flows](https://support.aiprise.com/articles/1701990598-how-to-set-up-conditional-questions-in-kyb-questionnaires)
- [How to Set Up Two-Factor Authentication (2FA) on Your AiPrise Dashboard](https://support.aiprise.com/articles/3775695128-how-to-set-up-two-factor-authentication-2fa-on-your-aiprise-dashboard)
- [How to Reset MFA via the Dashboard](https://support.aiprise.com/articles/4000237030-how-to-reset-mfa-for-a-team-member-via-the-dashboard)
- [Review Mode FAQs](https://support.aiprise.com/articles/5585962555-review-mode-faqs)
- [How to Export Data from AiPrise](https://support.aiprise.com/articles/4639518533-how-to-export-data-from-aiprise)
- [Related Person and Company: Sources FAQ](https://support.aiprise.com/articles/7975558857-related-person-and-company-sources-faq)

### Templates

- [What are Templates and how do they work?](https://support.aiprise.com/articles/4999400555-understanding-and-using-templates-in-our-platform)
- [How to Add Your Company’s Logo to Verification Emails](https://support.aiprise.com/articles/2813379374-how-to-add-your-company-s-logo-to-verification-emails)
- [How to set up your template's email configuration](https://support.aiprise.com/articles/5057416484-how-to-set-up-your-template-s-email-configuration)
- [Configuring Warning Codes in AiPrise](https://support.aiprise.com/articles/3217649368-configuring-warning-codes-in-aiprise)
- [Understanding Template Tags on AiPrise](https://support.aiprise.com/articles/6705356665-understanding-template-tags-on-aiprise)
- [Setting up Alerts on your templates](https://support.aiprise.com/articles/4044730196-setting-up-alerts-on-your-templates)
- [Understanding Onboarding Configuration Modules on AiPrise](https://support.aiprise.com/articles/5169355620-understanding-onboarding-configuration-modules-on-aiprise)
- [Customising your template's Theme and Brand Settings](https://support.aiprise.com/articles/6250465072-customising-your-template-s-theme-and-brand-settings)
- [Understanding your template's Basic Configurations](https://support.aiprise.com/articles/4271047012-understanding-your-template-s-basic-configurations)
- [Geofencing in Onboarding: Setup and How It Works](https://support.aiprise.com/articles/2781094752-what-is-geofencing-and-how-does-it-work)

## Anti Money Laundering (AML)

- [How to configure AML checks on your AiPrise template](https://support.aiprise.com/articles/4459910896-how-to-configure-aml-checks-on-your-aiprise-template)
- [Understanding AML screening](https://support.aiprise.com/articles/4308145370-how-do-i-verify-aml-warning-matches-and-understand-relevance-scores)
- [List of Sanctions and Warning Lists](https://support.aiprise.com/articles/3794885010-understanding-sanctions-check-watchlists)
- [Using Compliance co-pilot to evaluate AML hits](https://support.aiprise.com/articles/8108606121-using-compliance-co-pilot-to-evaluate-aml-hits)
- [Understanding Background Checks and AML screening](https://support.aiprise.com/articles/1649660382-types-of-background-checks-and-aml-screening)

## Risk Scoring

- [Getting Started: Risk Scoring Module](https://support.aiprise.com/articles/9231925693-getting-started-risk-scoring-module)
- [Risk Scoring: Data Schema](https://support.aiprise.com/articles/5572765905-risk-scoring-data-schema)

## Integration & Documentation

- [Understanding Webhook Callbacks for User Verification](https://support.aiprise.com/articles/4971148830-understanding-webhook-callbacks-for-user-verification)
- [How do I extend my trial period or get sandbox access?](https://support.aiprise.com/articles/1980394551-how-do-i-extend-my-trial-period-or-get-sandbox-access)

### SDK

- [Session Management using AiPrise SDK](https://support.aiprise.com/articles/2864229630-understanding-session-ids-and-client-reference-ids-in-web-frame-sdk)
- [How to Set a Custom Redirect URL via Onboarding SDK](https://support.aiprise.com/articles/6248556389-how-to-set-a-custom-redirect-url-or-close-the-window-after-kyc-iframe-session)

### Salesforce

- [Integrating AiPrise KYB with Salesforce](https://support.aiprise.com/articles/7638360220-integrating-aiprise-kyb-with-salesforce)

## Ai Agents

- [ Web Presence AI Agent](https://support.aiprise.com/articles/8135476720-web-presence-ai-agent-faq)
- [Website Agent 2.0](https://support.aiprise.com/articles/3177204454-website-agent-2-0)
- [ FAQs on Athena — our Review Agent (Beta)](https://support.aiprise.com/articles/9004266521-faqs-on-athena-our-review-agent-beta)

## Security and Compliance

- [Security, Compliance & Data Protection at AiPrise](https://support.aiprise.com/articles/2978615735-security-compliance-data-protection-at-aiprise)
- [How to Implement a Risk-Based Approach for Customer Segmentation](https://support.aiprise.com/articles/7345578955-how-to-implement-a-risk-based-approach-for-customer-segmentation)
- [Guide - Okta SSO Setup](https://support.aiprise.com/articles/4622256207-guide-okta-sso-setup)
- [Guide - Okta SAML 2.0 SSO Setup](https://support.aiprise.com/articles/4880494510-guide-okta-saml-setup)

## Troubleshooting and FAQs

- [How to retry or redo a case?](https://support.aiprise.com/articles/8815384260-when-can-i-use-the-retry-button-for-failed-cases)
- [Why is there no selfie video in some verifications?](https://support.aiprise.com/articles/5380343777-why-is-there-no-selfie-video-in-some-verifications)
- [ Handling "No company found" responses for registry checks](https://support.aiprise.com/articles/9309088294-how-to-handle-no-company-found-responses-for-registry-checks)
- [How to Handle Stuck or Pending Verification Cases](https://support.aiprise.com/articles/3236661781-how-to-handle-stuck-or-pending-verification-cases)
- [What are the different case statuses?](https://support.aiprise.com/articles/8124984260-understanding-status-indicators-in-the-business-entity-table)
- [How long are verification links valid?](https://support.aiprise.com/articles/6834404182-how-long-are-idv-identity-verification-links-valid)
- [How to enable geolocation and device fraud checks on AiPrise](https://support.aiprise.com/articles/4448885261-how-to-enable-geolocation-and-device-fraud-checks-on-aiprise)
- [How to switch between sandbox and production on AiPrise](https://support.aiprise.com/articles/2287357795-how-to-switch-between-sandbox-and-production-on-aiprise)
- [How to Set Language Preferences for a verification session](https://support.aiprise.com/articles/8555582638-how-to-set-language-preferences-for-kyc-verification)
- [How Can Users Complete Verification on Desktop Devices?](https://support.aiprise.com/articles/1085892151-how-to-enable-mobile-verification-for-biometric-identity-checks)
- [How to send confirmation emails after application submission](https://support.aiprise.com/articles/4684807188-how-to-send-confirmation-emails-after-application-submission)
- [What does the warning 'Suspicious Behaviour' indicate?](https://support.aiprise.com/articles/5856500755-what-does-the-warning-suspicious-behaviour-indicate)
- [How to run an effective KYC ](https://support.aiprise.com/articles/7785726917-how-to-run-an-effective-kyc)
- [How do I Enable Native Camera for ID document collection?](https://support.aiprise.com/articles/4965262164-how-do-i-enable-native-camera-for-id-document-collection)
- [Why do I not receive a Business verification OTP ?](https://support.aiprise.com/articles/5830155961-why-do-i-not-receive-a-business-verification-otp)
- [Periodic Review FAQs](https://support.aiprise.com/articles/7796456609-periodic-review-faq)
- [How can I retrieve business verification results and user inputs via API?](https://support.aiprise.com/articles/6112040089-how-can-i-retrieve-business-verification-results-and-user-inputs-via-api)
- [How to Set a Recommended ID Card in the AiPrise Onboarding SDK](https://support.aiprise.com/articles/2630008849-how-to-set-a-recommended-id-card-in-the-aiprise-onboarding-sdk)
- [What file types are supported for Enhanced KYC (User Profile) document uploads?](https://support.aiprise.com/articles/5620272003-what-file-types-are-supported-for-enhanced-kyc-document-uploads)
- [How to Update Your Payment Details on AiPrise](https://support.aiprise.com/articles/3016923373-how-to-update-your-payment-details-on-aiprise)
- [How to Enable Login Options and SSO for Your AiPrise Dashboard](https://support.aiprise.com/articles/1410899966-how-to-enable-login-options-and-sso-for-your-aiprise-dashboard)
- [How to Set Up a Custom Email Domain on AiPrise](https://support.aiprise.com/articles/7237704192-how-to-set-up-a-custom-email-domain-on-aiprise)
- [Why is my risk scoring not working or showing incorrect results?](https://support.aiprise.com/articles/9363277824-why-is-my-risk-scoring-not-working-or-showing-incorrect-results)
- [How do I duplicate or clone templates in AiPrise?](https://support.aiprise.com/articles/6312085633-how-do-i-duplicate-or-clone-templates-in-aiprise)
- [How do I request CSV exports of questionnaire data and business profiles?](https://support.aiprise.com/articles/5967976032-how-do-i-request-csv-exports-of-questionnaire-data-and-business-profiles)
- [Base64 image deprecation — migration guide](https://support.aiprise.com/articles/3650914845-base64-image-deprecation-migration-guide)


- [How to Perform User AML Screening Using AiPrise](https://support.aiprise.com/articles/5146346167-how-to-perform-aml-screening-using-aiprise-api)
- [Autocomplete for Business Onboarding](https://support.aiprise.com/articles/6137266056-autocomplete-for-business-onboarding)
- [How to Use the List Feature on AiPrise to Block Individuals or Businesses](https://support.aiprise.com/articles/4755209489-how-to-use-the-list-feature-on-aiprise-to-block-individuals-or-businesses)
- [How to Set Up Custom Rules for Requesting Business Documents on AiPrise](https://support.aiprise.com/articles/2001153007-how-to-set-up-custom-rules-for-requesting-business-documents-on-aiprise)
- [Session Expiry - FAQs](https://support.aiprise.com/articles/6950213236-session-expiry-faqs)
- [ Callback Update: Image Delivery via S3 URLs](https://support.aiprise.com/articles/4772331275-callback-update-image-delivery-via-s3-urls)
- [How do I enable active liveness to prevent video injection attacks?](https://support.aiprise.com/articles/5325784800-how-do-i-enable-active-liveness-to-prevent-video-injection-attacks)