During a live RON (Remote Online Notarization) session, managing identity verification (IDV) and Knowledge-Based Authentication (KBA) is vital for the notarization process. As the host and notary of record, it is your responsibility to ensure all participants have successfully completed these validation steps.
Here's a step-by-step guide once you're in the live session:
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Navigate to Validation Options:
- On the left-hand menu, you will typically find the IDV and KBA options.
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Review IDV and KBA Status:
- Click on the KBA section to review the participants' KBA status.
- Similarly, click on the IDV section to view the IDV status.
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Handling Failed Validations:
- If a participant has failed IDV or KBA, the platform may notify you immediately upon entering the session.
- You can view specific details of what went wrong and decide on the next steps.
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Options for Failed Validations:
- Cancel the Session: If the issue cannot be resolved, you may need to cancel and reschedule the session.
- Dismiss the Notification: If the validation can be retried successfully, you may dismiss the notification.
- Life Editing: If a new participant, such as a witness, needs to be added to resolve the issue or if another form of ID verification is possible, you can edit the session participants live.
Managing During the Session:
- Keep communication clear with all participants if an issue arises.
- Be prepared to guide participants through a re-attempt of the failed process.
- Ensure you have a protocol for adding witnesses or other participants if needed to complete the notarization.
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