{"id":30464,"date":"2026-01-19T16:31:29","date_gmt":"2026-01-19T21:31:29","guid":{"rendered":"https:\/\/kaceli.com\/a\/?p=30464"},"modified":"2026-01-19T16:35:54","modified_gmt":"2026-01-19T21:35:54","slug":"how-to-set-up-identity-verification-in-slate-crm-a-step-by-step-guide-to-combat-fraudulent-applications","status":"publish","type":"post","link":"https:\/\/kaceli.com\/a\/how-to-set-up-identity-verification-in-slate-crm-a-step-by-step-guide-to-combat-fraudulent-applications\/","title":{"rendered":"How to Set Up Identity Verification in Slate CRM: A Step-by-Step Guide to Combat Fraudulent Applications"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"30464\" class=\"elementor elementor-30464\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-742d941 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"742d941\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cc90145\" data-id=\"cc90145\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-42f9d67 elementor-widget elementor-widget-heading\" data-id=\"42f9d67\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How to Set Up Identity Verification in Slate CRM: A Step-by-Step Guide to Combat Fraudulent Applications<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-51c6189 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"51c6189\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e1783f9\" data-id=\"e1783f9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7c972ff elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7c972ff\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-449a22b\" data-id=\"449a22b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-904471c elementor-widget elementor-widget-text-editor\" data-id=\"904471c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p dir=\"auto\"><strong>Introduction<\/strong> In today&#8217;s digital admissions landscape, fraudulent applications are an increasing concern for higher education institutions. Fake identities, forged documents, and bot submissions can waste resources and compromise enrollment integrity.<\/p><p dir=\"auto\">Fortunately, Slate CRM (by Technolutions) offers a powerful, Stripe-powered <strong>Identity Verification<\/strong> feature that uses AI to validate government-issued IDs from over 100 countries, confirm document authenticity, and match selfies to photos\u2014all in minutes. This tool helps admissions teams verify applicants aged 16+ quickly and securely, while keeping the process frictionless for legitimate students.<\/p><p dir=\"auto\">As of the latest updates (October 2025), the feature remains a robust fraud-prevention option integrated directly into Slate. Here&#8217;s how to configure and deploy it effectively.<\/p><p dir=\"auto\"><strong>Why Identity Verification Matters in 2026<\/strong> With rising application volumes and sophisticated fraud tactics, manual review isn&#8217;t scalable. Slate&#8217;s verification:<\/p><ul dir=\"auto\"><li>Compares ID details against government and third-party databases<\/li><li>Detects fake or altered documents (e.g., digital layering in selfies)<\/li><li>Validates ID numbers and matches facial biometrics<\/li><li>Returns clear results (Verified, Unverified, or Failed components) directly to the applicant&#8217;s Slate record<\/li><\/ul><p dir=\"auto\">Best of all? It costs just <strong>2 Slate credits per verification<\/strong>\u2014a small price for protecting your process.<\/p><p dir=\"auto\"><strong>Prerequisites Before You Begin<\/strong><\/p><ul dir=\"auto\"><li>Ensure your Slate instance has available <strong>Slate Credits<\/strong> (purchase via your account if needed).<\/li><li>Staff reviewing results need the <strong>Identity Verification<\/strong> permission (and SSN Unmask for full document views).<\/li><li>Familiarize yourself with Stripe Identity basics: no applicant Stripe account is required.<\/li><\/ul><p dir=\"auto\"><strong>Step-by-Step Setup Guide<\/strong><\/p><ol dir=\"auto\"><li><strong>Configure the Verification Page<\/strong> Navigate to <strong>Database \u2192 Application Editor \u2192 Person Scoped Configuration \u2192 verify \u2192 General Settings<\/strong>.<ul dir=\"auto\"><li>Customize the <strong>Title<\/strong> (defaults to &#8220;Identity Verification&#8221;).<\/li><li>Add clear <strong>Instructions<\/strong> explaining the quick process and need for a smartphone + ID (defaults work well but tailoring builds trust). Save your changes.<\/li><\/ul><\/li><li><strong>Create the Checklist Item<\/strong> Go to <strong>Database \u2192 Checklists \u2192 Insert<\/strong>.<ul dir=\"auto\"><li>Set <strong>Status<\/strong>: Active<\/li><li><strong>Scope<\/strong>: Person\/Application<\/li><li><strong>Section<\/strong>: Other (or create &#8220;Identity Verification&#8221;)<\/li><li><strong>Subject<\/strong> &amp; <strong>Key<\/strong>: Identity Verification \/ id_verification<\/li><li><strong>Type<\/strong>: Public<\/li><li>Mark as <strong>Required<\/strong> (both optional and for reading). Save.<\/li><\/ul><\/li><li><strong>Build Rules to Automate It<\/strong><ul dir=\"auto\"><li><strong>Assignment Rule<\/strong> (Database \u2192 Rules \u2192 New Rule): Add a filter if needed (e.g., specific application types), then set Action to <strong>Add New<\/strong> the &#8220;Identity Verification&#8221; checklist item.<\/li><li><strong>Fulfillment Rule<\/strong>: Use a subquery filter checking if a verification exists and is Verified. Action: <strong>Mark Existing as Received<\/strong> on the checklist (avoid forcing updates on non-awaiting items).<\/li><\/ul><\/li><li><strong>Generate and Send the Link<\/strong> From any person record \u2192 <strong>Profile \u2192 Verifications<\/strong>:<ul dir=\"auto\"><li>Choose <strong>Test<\/strong> mode (no credits charged) for setup\/testing.<\/li><li>Switch to <strong>Live<\/strong> for production (charges 2 credits per initiation).<\/li><li>Copy the secure link (format: <a href=\"https:\/\/your-institution.edu\/apply\/verify?account=GUID&amp;referrer=grok.com\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">https:\/\/your-institution.edu\/apply\/verify?account=GUID<\/a>). Email or communicate it to applicants at any stage\u2014many send it conditionally via communication rules.<\/li><\/ul><\/li><\/ol><p dir=\"auto\"><strong>The Applicant Experience<\/strong> Applicants click the link, agree to Stripe terms, and (if needed) switch to a smartphone camera. They:<\/p><ul dir=\"auto\"><li>Upload front\/back of ID (driver&#8217;s license, passport, etc.)<\/li><li>Enter partial government ID number<\/li><li>Take a live selfie<\/li><\/ul><p dir=\"auto\">Stripe handles verification instantly. Results update the Slate record automatically. If it fails, advise contacting admissions\u2014delete the verification record to allow a retry (new charge applies).<\/p><p dir=\"auto\"><strong>Key Tips &amp; Best Practices<\/strong><\/p><ul dir=\"auto\"><li>Start in <strong>Test<\/strong> mode to avoid accidental charges.<\/li><li>Use impersonate links for internal demos.<\/li><li>For failures, review which component failed (document, selfie, etc.) before retrying.<\/li><li>Deleting a verification redacts data from Stripe for privacy compliance.<\/li><li>Pull verification status into dashboards via exports\/merge fields.<\/li><li>Supported worldwide: hundreds of ID types (see Stripe&#8217;s document list for details).<\/li><\/ul><p dir=\"auto\"><strong>Conclusion<\/strong> Implementing Identity Verification in Slate is straightforward and delivers immediate value in fraud prevention without adding significant burden to genuine applicants. In an era of increasing enrollment pressure and sophisticated threats, this Stripe-integrated tool is a smart, modern safeguard for your admissions pipeline.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-fdf080c\" data-id=\"fdf080c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6ec79d3 elementor-widget elementor-widget-video\" data-id=\"6ec79d3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/watch?v=vPQhOEwzlFo&amp;list=PLyy-LLqj7iSaZ_IC1uEM5x6ObNk7XNHhI&amp;index=12&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>How to Set Up Identity Verification in Slate CRM: A Step-by-Step Guide to Combat Fraudulent Applications Introduction In today&#8217;s digital admissions landscape, fraudulent applications are an increasing concern for higher education institutions. Fake identities, forged documents, and bot submissions can waste resources and compromise enrollment integrity. Fortunately, Slate CRM (by Technolutions) offers a powerful, Stripe-powered [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30469,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","footnotes":""},"categories":[5],"tags":[],"class_list":["post-30464","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-education-2"],"_links":{"self":[{"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/posts\/30464","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/comments?post=30464"}],"version-history":[{"count":7,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/posts\/30464\/revisions"}],"predecessor-version":[{"id":30472,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/posts\/30464\/revisions\/30472"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/media\/30469"}],"wp:attachment":[{"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/media?parent=30464"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/categories?post=30464"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kaceli.com\/a\/wp-json\/wp\/v2\/tags?post=30464"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}