Platform Update 6.3

Person Verification

Expanded OCR name matching to include spouse and birth last names, improving support for documents where alternate or familial names are present.
Optimized OCR logic to prioritize visual zone data when MRZ values are truncated due to long names.
Improved parsing and matching of First and Second Surnames, with targeted updates for Latin American, Spanish, and Portuguese documents. This includes logic for aligning child surnames with parental surnames and proper handling of connector words like de, da, dos, and del to ensure surname integrity.
Enabled multiple subject matching within a single API call, supporting bulk processing and greater flexibility in name variation matching.
Updated the document matching algorithm to give customers more control over matching strategies, including transliteration, tokenization, and fuzzy matching.
Improved cropping logic and deployed a newly trained Auto Capture model with enhanced performance and coverage for Southeast Asian identity documents.

New data sources and source updates have been introduced to improve coverage, performance, and flexibility:
- Germany: Released an alternate source for pilot testing, offering performance comparisons against the existing mobile carrier source.
- United Kingdom Optimized matching logic now supports both 2x2 and 1x1 configurations for enhanced speed and flexibility, ideal for customers prioritizing performance over regulatory alignment.
- Netherlands: Introduced new package options for broader optimization.
- Brazil: Added a new version of the credit agency source that no longer requires CPF for matching.
- Philippines: Launched a new credit agency API offering additional appended data and risk insights.
27 additional source optimizations have been made across multiple regions. Highlights include:
New fuzzy postal code matching algorithms.
Appending PII in Brazil.
Optimized phone matching logic across the multi-country telephone directory source.

A new U.S. data source has been introduced, replacing the legacy Secretary of State endpoint and delivering improved performance:
- Broader Coverage: Captures all state filings, including those that omit full site addresses.
- Higher Match Rates: Internal testing shows a ~14% increase in return rates.
- Flexible Matching: High-confidence matches can now be made without requiring a full street address.
- Clearer Data Structures: The new format separates core registration details from enriched business information such as operating names and websites.

A range of enhancements and usability improvements have been made:
- Users can now search by full name in Client Manager.
- Prefilled forms have been improved with more accurate integration of Business Finder results.
Workflow Templates are now available in Workflow Studio. These pre-approved templates cover common use cases and are designed to help users quickly explore and activate Trulioo products with minimal setup.
Business Document Data Extraction has been launched. This new capability allows users to:
- Upload business documents and extract key fields such as business registration or PSC/UBO data.
- Use the extracted information as input for Business Verification services like Essentials, Insights, Complete, Watchlist, or Fraud.