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

Terminology

Detected Initiating

External System Initiating

KYB Onboarding

Trigger KYC flow

Trigger KYC flow in a customer journey

Trigger IDV based on risk

Standalone KYC Onboarding

Process a document via API

Standalone Document Processing

Reference Flows & Examples

Authentication

Error Handling

Rate Limiting

Pagination

Alerts

Audit Logs

Brands

Checklists

Documents

Forms

Onboarding

Representatives

Portal Configurations

Profiles

Analysis

Search

Users

Download OpenAPI file

Trigger a KYB journey with redirect

Create a profile via API

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

API Examples

REST APIs

Webhook Overview

Webhook Setup

Webhook Common Questions

Profile Webhook

Document Processing Webhook

Webhook Specifications

Webhooks