Persona
Identity verification and KYC/KYB platform with configurable flows.
- Category
- Payments & Banking
- Type
- Identity verification
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
- Docs
- Persona API docs
02Data
What you can sync.
- Inquiries
- Verifications
- Accounts
- Reports
- Cases
Reconcile Persona inquiries against orders and invoices in the Warehouse, on your own servers.
Need more? Name any other Persona data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Persona uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Persona if you need help.
04How it works
How it works in DataMind.
-
Pick Persona.
Open Lake, pick Persona in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Persona API docs.
-
Answer a few questions.
The AI reads the Persona documentation, then asks which credentials you will use, which data to sync (for example inquiries and verifications), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Persona data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
