The short answer: Proof provides an identity timeline for each transaction that shows your business the signer's full identity verification journey at a glance — including what steps were completed, when, and what information was provided. It serves as an audit trail of the entire verification process.
The identity verification timeline itself is available to every organization, regardless of Defend. What you see depends on your role:
- Owners and admins see the full timeline, including detailed alerts when a step has an issue (e.g., a failed credential analysis). Alert drill-down details are available at organizations with Proof Defend enabled — if you're interested in Defend, contact your Customer Success Manager (CSM) or contact Sales.
- Sender role users see the same timeline and step statuses, but in a PII-free view — no signer names, photo IDs, or other personal details, and no alert drill-down. There's no PDF report for this view; it's view-only in-app.
How it works
When your signers proceed through a transaction, the Proof platform records a timeline of their identity verification steps.
If a step in the process had alerts related to it:
- Select the arrow next to that step to view the alerts for that item.
- Select Learn more at the bottom of the list to read more details about what the alerts mean.
The example below shows detailed information about why credential analysis failed for a signer, with a link to learn more about each alert.
Summary Checklist
- Your organization has Proof Defend enabled (needed for alert drill-down details — the basic timeline is available to all orgs).
- You have the Owner or Admin role for the full timeline with alerts, or the Sender role for a PII-free timeline and status view.
- Select the arrow next to any flagged step to view its alerts.
- Select Learn more at the bottom of the alert list for detailed explanations.
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