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Version: 11.3.0

What the Approver Sees

A HYPR Affirm approver reviews a requester's identity verification results in the browser. The approver's part is the same in every verification flow: the approver receives an invitation, opens the review, checks the results and approves or declines.

If the flow includes the Approver Chat and Video step, a live chat with the requester opens before the Approve or Decline screen. See Chatting With the Requester.

An administrator can customize the text on these screens with an Affirm Studio kit (the Approver Pre Verify, Approver Attest and Approver Attestation Results screens). This page quotes the default text. Text marked fixed can't be changed.

Receiving the Request​

When a verification flow assigns an approver, Affirm emails the approver an invitation with a link into the review. When the approver's directory record has a mobile phone number, Affirm also sends a text message with the same link.

Approver invitation email naming the requester, with a Click to Review button

Approver email invitation with the "Click to Review" button.

The following table lists the default invitation email text.

PartDefault text
Subject"HYPR Identity Verification Request"
Heading"Identity Verification Request:" followed by the requester's name
Body"Hi there!" "Could you please review if the user's identity looks good based on the live proof they've provided? Just a quick heads-up: make sure to review carefully before giving your approval."
Button"Click to Review"
Footer"If you have any questions, please contact" followed by your support email, then "Helpful links: Privacy Policy | Contact HYPR"

An administrator can customize the email subject, body and branding. See Email Notification Customization for the template editor and the Affirm placeholders.

The text message wording is fixed. It reads "Hi" followed by the approver's email address, then ". Your co-worker," followed by the requester's email address, then ", is requesting verification approval. Join here:" followed by the link, then ". Reply HELP to learn more. Reply STOP to end messages." See SMS Notification Branding.

The link works for one approver. If it has expired, was already used by another approver or the chat wait has ended, the approver sees Access Denied with the message This session is no longer active.

Opening the Review​

The link opens the Identity approval request screen, which confirms what the approver is asked to do.

Identity approval request screen naming the requester, with a Continue button

The Identity approval request screen. The requester's directory name replaces {employeeName} in the message.

The following table lists the approval request screen text.

ElementDefault textCustomizable
Title"Identity approval request"Yes
Message"You have been requested to verify the identity of {employeeName}." When no name is available, "your employee" is used.Yes
Footer caption"Click Continue to review the identity verification request."Yes
Button"Continue"Yes

Click Continue to open the results review.

Reviewing Identity Verification Results​

The Identity verification results screen is the approver's review surface. It shows the date, the requester's name and one expandable section for each verification step the flow ran. A flow without Location doesn't show a Location section.

The results can include the following sections:

  • Phone number & OTP verification or Email & OTP verification, with a Verified or Unverified result for the phone number or email and for the passcode
  • Location, with the determined location, the distance from the address on file and whether the IP address and country are allowed
  • Verified Credential, with the presentation status and time
  • Photo ID and Liveness, with the two face images
  • Document and biometric verification, with the result of each document and face check

If a step was never reached because the flow escalated the requester early, its section shows Incomplete.

While the document checks are still running, the footer reads The Identity Verification check is still in progress. Wait a few moments and try again below. and the button reads Refresh. When the results are ready, the footer reads Approve or deny the user in the following section by continuing below. and the button reads Continue. The footer text is customizable on the kit's Report Card Screen; the button labels are fixed.

For the observability surfaces, status meanings and Workflow ID correlation behind the review, see Observability.

Desktop View​

On a desktop, each verification step appears as a collapsible panel. Expand a section to inspect its evidence.

Identity verification results with the Phone number and OTP verification and Location sections expanded

Desktop results with the Phone number & OTP verification and Location sections expanded.

Mobile View​

On a phone, the results adapt to the smaller screen and show the per-step outcomes as a checklist the approver can scan.

Identity verification results on a phone showing per-check results

Mobile results showing the per-check lines: document type, image color, document authenticity, tampering checks, face detection, spoofing detection, liveness, face match confidence, AML and OFAC checks, address and date-of-birth verification.

Photo ID and Liveness Face Comparison​

When the flow includes Photo ID and Liveness Capture, this section shows two images side by side: Extracted face from document and Extracted face from video. The first is the face taken from the requester's ID. The second is the requester's live selfie.

Face from the document and face from the selfie shown side by side

Face from the document (left) and face from the selfie (right) presented side by side.

To write these images to your directory as well, see Directory Image Writeback.

Chatting With the Requester​

When the flow includes chat, or the requester was escalated to live chat, clicking Continue on the results opens a chat with the requester. The heading reads You are now in a chat with followed by the requester's name.

  1. Type a message in Type your message here.
  2. Click the send button.
  3. Optional: Click the camera button to start video. The requester is invited to join.
  4. When you're done, click Continue. The results review opens again.
  5. Click Continue to reach the approval screen.

The chat screen text is fixed. For the automated messages both people see, see Requester Screen Text by Step.

Approver chat: You are now in a chat with the requester, with the message field and the Continue button

Approving​

The Access verification screen is where the approver attests and submits a decision.

Access verification screen with the attestation checkbox and Decline and Approve buttons

The Access verification screen. Decline and Approve stay disabled until the attestation checkbox is checked.

The following table lists the access verification screen text.

ElementDefault textCustomizable
Title"Access verification"Yes
Message"Please verify the identity of {employeeName}"Yes
Attestation checkbox"I attest that I have validated the information provided and confirm that the approval or denial I am submitting is accurate and appropriate."Yes
Buttons"Decline" and "Approve"Yes

  1. Check the attestation checkbox.

  2. Click Approve. A confirmation opens where you can add an optional note.

    Approve confirmation with an optional notes field

    Approve confirmation. The notes field is optional. Approval is audited and can't be reversed.

  3. Click Approve in the confirmation. To go back without deciding, close the confirmation with the close button.

The confirmation shows Approve as its title, the message Approval is audited and can not be reversed. Are you sure you would like to proceed? and the label Notes: (optional). All three are customizable.

After you submit, the result screen confirms the approval, and the approver's part of the verification flow is complete.

Approved result screen with the approval date and the approver comment

Approved result screen with the approval date and any notes captured in the confirmation.

The following table lists the result screen text.

ElementDefault textCustomizable
Title"Approved" or "Denied"Yes
Message"You've approved {employeeName}'s identity verification request." or "You've denied {employeeName}'s identity verification request."Yes
Date label"Approval date:" or "Decline date:"Yes
Comments"Comments:" followed by the note, or "None"Yes

Declining​

Declining follows the same steps as approving, but a reason is required.

  1. Check the attestation checkbox.
  2. Click Decline.
  3. Type a reason in Decline Reason: (required). The confirmation doesn't submit without a reason.
  4. Click Decline in the confirmation. The result screen confirms the denial.
Decline confirmation with the required Decline Reason field and the Decline button

Decline confirmation. The Decline Reason field is required.

Denied result screen with the decline date and the approver comment

Denied result screen with the decline date and the approver comment.

The confirmation message reads Denying is audited and can not be reversed. Are you sure you would like to proceed? It is customizable.

Affirm records the decision, the date and time, and the note or decline reason. The approver's note appears on the approver's result screen and is recorded for audit.