Portals and web apps often want to provide a consistent user experience and allow customers to move seamlessly to onboarding tasks from an existing web app or portal. 

These flows are focused on splitting the onboarding elements between the applications but also provide a seamless experience to customers.

Using a bespoke weblink

Portals / Web Apps

Trigger KYB flow from web portal

Detected API Docs

API Overview

Compliance / Sales Led

Customer Led

Detected Initiating

CRMs

External System Initiating

Reference Process Flows

Terminology

Trigger a KYB journey with redirect

Trigger a KYC journey with redirect

Without search

With search & user decisioning

With search & automated decisioning

Create a profile via API

UX Flow - With Search

UX Flow - No Search

Create an onboarding flow via API

Extract information from a profile after compliance decision

Assign a new form to an existing onboarding configuration

Update a profiles onboarding config

Process a document via API

User Guides

Authentication

Error Handling

Rate Limiting

Pagination

Alerts

Checklists

Documents

Forms

Representatives

Portal Configurations

Profiles

Search

Users

Download OpenAPI file

Detected API

REST APIs

Webhook Overview

Verify Webhook Lifecycle

Verify Webhook

Profile Statuses

Profile Webhook Lifecycle

Profile Webhook

Document Processing Lifecycle

Document Processing Webhook

Webhooks

Salesforce App Docs

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