A SheerID verification happens one step at a time. Steps combine together into a flow. Step names may vary slightly depending on the segment, e.g., “Collect student info” vs. “Collect military status,” but the basic steps are similar from one segment to the next.
Below we will discuss the basic details of the different steps you will encounter in the verification process.
Collecting information from a user is the first step in a verification. This is where you render a form.
Instant verification may not be possible for a given user or verification type. In these cases, we will require that the user uploads documentation in order to complete the verification. Documents will be reviewed manually by SheerID staff.
The image below is an example of a student experience for the
docUpload step, giving the user the option to upload the required documentation.
When the user uploads documentation, the flow moves to the
pending step, during which time SheerID staff will review the provided documentation to verify its authenticity and adherence to the rules of the offer.
Below is an example user experience for a student who has successfully uploaded the requested documentation.
Since the document review process is manual, it takes some time, and you should assume that the user will not wait on your site for the approval. Provide an experience that allows them to redeem their offer from the approval email that you configured in MySheerID.
If the user fails to provide valid documentation, after 3 attempts the verification will move to the error step. At this point the verification has failed, and you must start a new verification process.