Course curriculum

  1. 1

    • Welcome to Trulioo and the PIE Onboarding Program

    • How to use this course

    • Weekly Goals

    • Trulioo Acronyms and Abbreviations

    • Trulioo Knowledge Repositories
  2. 2

    • Week One Overview

    • Introduction to Trulioo

    • How identity verification is shaping the future of fintech and digital finance with Zac Cohen

    • Driving Global Growth for the Organizations

    • Introduction to Trulioo Identity Platform and Workflow Studio

    • Introduction to Trulioo Services

    • Introduction to Service Delivery

    • Introduction to Your Role (Required 1:1)

    • Introduction to Trulioo Departments and Teams

    • Access and Tools Setup

    • Trulioo Datasources Matrix (Schedule A) (Required 1:1)

    • Trulioo Customer Due Diligence (Required 1:1)

    • Data Source Vendor Notice and Status Page (Required 1:1)

    • Optional Deep Dives

    • Trulioo Person Match Deep Dive Training

    • Trulioo Business Verification Deep Dive Training

    • Check Your Access

    • Week One Feedback
  3. 3

    • Week Two Overview

    • Supporting Clients via Freshdesk (Required 1:1)

    • What is Freshdesk? (For new agents)

    • Basics of Ticketing

    • Basics of Ticketing [PDF]

    • Understanding the Ticket List Page

    • Understanding the Ticket List Page [PDF]

    • Time Saving Tricks for Agents

    • Time Saving Tricks for Agents [PDF]

    • Advanced Ticketing Part 1

    • Advanced Ticketing Part 1 [PDF]

    • Advanced Ticketing Part 2

    • Trulioo Client Portal Overview

    • Survey: Trulioo Client Portal 1:1

    • Trulioo Admin Portal (Legacy, TACOS)

    • Datasource Tiering

    • Survey: Trulioo Admin Portal 1:1

    • Trulioo User Management

    • Survey: Trulioo User Management 1:1

    • Datasource's Additional Credentialing

    • Configuration QA Process

    • Survey: Configuration QA Process 1:1

    • DataSource Outages & Maintenances

    • Troubleshooting and creating General Service Tickets

    • Creating GST and Best Practices

    • GST Escalation

    • Incident Management

    • Week Two Feedback
  4. 4

    • Week Three Overview

    • Introduction to Trulioo Subaccount Modifier (SAM Tools)

    • Survey: SubAccount Modifier 1:1

    • Configuring Trial Transaction Limits

    • Survey: Subsccount Transaction Limit 1:1

    • Account Termination

    • Configuring Verification Rules

    • Survey: Configuring Verification Rules 1:1

    • Reviewing Transactions

    • Survey: Reviewing Transactions 1:1

    • Introduction to Trulioo Identity Platform and Workflow Studio

    • Introduction to Workflow Studio and Orchestration

    • Survey: Introduction to Trulioo API, Postman, Webhook 1:1

    • Introduction to Trulioo API, Postman, Webhook

    • API Key Management Admin Configurtion

    • API Key Management User Interface
  5. 5

    • Manager Review (Required 1:1)