---
title: "iClear: Simple IDV"
description: "The iClear: Simple IDV service allows you to validate an individual’s name(s)/alias(es), address(es), phone number(s), SSN, date of birth, deceased indicator, and bankruptcy records using a provided phone number through a third-party database."
---
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# iClear: Simple IDV
## The iClear: Simple IDV service allows you to validate an individual’s name(s)/alias(es), address(es), phone number(s), SSN, date of birth, deceased indicator, and bankruptcy records using a provided phone number through a third-party database.
To enable this service, go to the **Fraud and Anomaly \> iClear \> Lead Processing Rules** section and select a Product from the drop-down list. Click the **“Select”** button to proceed.
[](https://support.phonexa.com/hubfs/iclear%20selection-1.png?hsLang=en)Once you select the Product, you’ll be automatically redirected to the **“Lead Processing Rules (iClear)”** subtab. You may also navigate here by selecting the **System Management \> Products** section on the left-hand menu and clicking on the **“Settings”** button for the corresponding product (**Lead Processing Rules (iClear)** sub-tab).
To configure this service, click the **“Add Service”** button in the **Global Rules** block. Fill in the following fields:
- **Select Third Party Service:** Select the **“Simple IDV”** option.
[](https://support.phonexa.com/hubfs/siple%20idv.png?hsLang=en)
- **Execution Type:**
- Select the **"Synchronous"** option to wait for the service lookup outcome before processing a lead. This execution type is recommended for real-time filtration of a lead based on the lookup status. Before processing a lead, the system makes a request to the third-party database.
- Select the **"Asynchronous"** option to make a simultaneous request and process a lead without waiting for the lookup outcome. This execution type is recommended for analytical purposes and not for real-time lead filtration based on the lookup status. While processing a lead, the system makes a request to the third-party database.
- Select the **“On-Demand”** option to enable leads filtration when the **“% of lead to lookup”** is set as 0 (null).
- **% of leads to lookup:** Set the percentage of leads to be checked through this service.
- **Select a field to retrieve the phone number:** Select which field the system will retrieve the phone number from. *Example: cellPhone.*
- **Reject the lead if the phone number was last seen less than X days before:** Enter the time range (in days) within which the lead will be rejected after the multiple appearances in the system.
- **Reject the lead if any bankruptcy cases are found:** Select whether you want to reject the lead if any bankruptcy case is found.
- **Reject the lead if LastName is not equal to:** Select the field that the lead\`s Last Name should be equal to. The lead will be rejected if the value is not equal.
[](https://support.phonexa.com/hubfs/s%20IDV%202.png?hsLang=en)
The **“Advanced Settings”** configuration block allows you to customize the lookup and timeout settings of the service according to the selected Execution Type.
- **Lookup only in the local DB (Synchronous Execution only):** Select **“Yes”** for the service to look up only in the local database. Select **“No”** for the service to look up both in the local database and API.
- **If local lookup fails, perform an Asynchronous run (Synchronous Execution only):** Select **“Yes”** to perform the Asynchronous run in case the local database lookup is unsuccessful. Select **“No”** to disable the lookup override.
- **API Timeout (Synchronous Execution):** Fill in the service response timeout *(from one to five seconds)*. *Note: The field is active only if the* ***“Lookup only in local DB”*** *option is disabled.*
- **API Timeout (Asynchronous Execution):** Fill in the service response timeout *(from one to five seconds)*.
- **After a timeout, run as Asynchronous (Synchronous Execution only):** Select **“Yes”** to perform the Asynchronous execution if the timeout runs out. Select **“No”** to disable the Asynchronous run override.
- **No response service action:** Select the action in case there is no response from the third party service *(Continue Processing, Reject Lead)*.
[](https://support.phonexa.com/hubfs/s%20IDV%203.png?hsLang=en)
The **“Additional Run Settings”** configuration block allows you to configure more options to determine at which stage you would prefer to run the service.
- **Service run time:** Select whether you would prefer to run the service before or after the leads are filtered out (*After filtration / Before filtration*). *Note: Please be aware that selecting this option may impact your invoice. Once this option is selected and no campaigns remain for the service to run, no charges will be incurred.*
- **Run service on (PingPost products only):** Select one of the options to determine at which stage you prefer to run the service for the Ping Post products (*Ping / Post / Ping and Post*).
- **Run service on silent ping:** Select whether you want to run the service during the silent ping stage.
Click the **“Add”** button to confirm.
[](https://support.phonexa.com/hubfs/s%20IDV%204.png?hsLang=en)*Read more about the Global Rules and Advanced Rules configuration in this Knowledge Base* [*article*](https://support.phonexa.com/fraud-detector-iclear?hsLang=en)*.*
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