DIREKT Verification Operations Interview Guide¶
Purpose¶
Determine whether DIREKT can perform identity, business, qualification, location and field checks consistently, lawfully, safely and at a sustainable cost.
Target participants¶
- potential verification reviewers;
- field-verification agents;
- training or qualification bodies;
- professional or trade associations;
- business and contractor registration stakeholders;
- facility/procurement managers who already verify suppliers;
- compliance, privacy or legal practitioners.
Record discussions using coded IDs. Authority statements are not legal conclusions unless provided through an official, citable channel and reviewed as required.
Section A — Existing verification practice¶
- What provider or supplier checks do you currently perform?
- Which claims are checked: identity, business, qualification, licence, premises, references, tax, insurance or work history?
- What source is authoritative for each check?
- Which checks can be performed online?
- Which require phone, email, letter or physical visit?
- What information is needed to query the source?
- What is returned: match/no match, detailed record, current status or expiry?
- What are the common delays and failure reasons?
- How are mismatches or suspected fraud escalated?
- How is the decision audited?
Section B — Authority and credential constraints¶
For each relevant issuing body ask:
- What credential types exist?
- Who is eligible to hold them?
- Do they apply to individuals, businesses, contractors, training institutions or projects?
- Are they mandatory, voluntary or category-dependent?
- What grades, classes or limitations exist?
- What is the renewal cycle?
- Can the public search a register?
- Is automated or bulk verification permitted?
- Are there terms, fees or written permissions?
- What should DIREKT display publicly?
- What must not be copied or republished?
- How should revoked, suspended, expired or pending status be represented?
Do not assume a company registration or training certificate proves current competence for a specific job.
Section C — Evidence review workflow¶
- What makes a document acceptable for review?
- How should image quality, cropping, alteration and missing pages be handled?
- Which identifiers must match the account holder or authorized representative?
- How can name changes, aliases or business trading names be resolved?
- What reasons should be used for rejection or action required?
- What should be re-submitted rather than permanently rejected?
- Which decisions need a second reviewer?
- Which cases require issuer confirmation?
- How should reviewer conflicts of interest be managed?
- What evidence should be retained after the decision?
Section D — Field verification¶
- What should a field visit prove?
- What must it explicitly not prove?
- Is a visit appointment-based or unannounced?
- What identity should the agent present?
- What provider consent is required?
- Which observations are relevant: signage, workshop, tools, business activity, occupancy, operating model or service area?
- What photographs or coordinates are justified?
- What public information can be derived without exposing private location evidence?
- How should home-based and mobile providers be checked?
- What is the expected visit duration and travel time?
- What are the agent safety risks?
- What happens when the provider is absent or the location is inaccessible?
- How often should the check be renewed?
- What triggers an early re-check?
Section E — Fraud and abuse scenarios¶
Discuss scenarios:
- borrowed or stolen identity document;
- certificate belonging to another person;
- edited expiry date;
- fake business sign installed for a visit;
- shared workshop claimed by multiple unrelated providers;
- duplicate profiles and phone numbers;
- agent collusion or bribery;
- provider pays for favourable outcome;
- competitor submits false complaint;
- legitimate document cannot be confirmed because issuer systems are unavailable;
- provider relocates after verification;
- business remains registered but inactive.
For each, ask for preventive, detective, corrective and audit controls.
Section F — Service levels and costs¶
Capture ranges rather than promises:
- reviewer time per evidence item;
- field visit time;
- travel distance and cost;
- issuer confirmation fee;
- expected first-pass acceptance rate;
- resubmission rate;
- escalation rate;
- renewal workload;
- staffing and training needs;
- support burden;
- safe daily visit capacity.
Ask what would make the model unsustainable.
Section G — Public trust language¶
Test synthetic statements:
- “Phone number confirmed on [date]”;
- “Identity document checked; document not shown publicly”;
- “Business registration matched in the PACRA search on [date]”;
- “Qualification document inspected; issuer confirmation pending”;
- “Premises visited by DIREKT on [date]”;
- “This check expired”;
- “DIREKT did not assess workmanship or guarantee service quality.”
Ask:
- Is the statement factually supportable?
- What evidence must exist before showing it?
- Could it create a misleading implication?
- What date and limitation should be displayed?
- What should happen when the underlying source is unavailable later?
Section H — Governance¶
- Which actions must be role-restricted?
- What should appear in the audit log?
- How long should evidence and decisions be retained?
- Who can reverse a decision?
- When is four-eyes approval necessary?
- How should agent performance and anomalies be monitored?
- What complaint or appeal route is fair?
- What legal or regulatory review is required before launch?
Required output¶
The researcher must translate findings into:
- category evidence matrix updates;
- verification state-machine requirements;
- field-agent workflow rules;
- cost and service-level assumptions;
- fraud controls;
- public-copy limitations;
- legal-review questions;
- unresolved authority-access dependencies.
No authority interview alone authorizes production integration or data collection.