Trigger KYB flow from web portal

These patterns follow a simple approach to start the journey in the existing clients application and then redirect for the complex parts of the journey to minimise development effort on the client side.

Principles

Start the journey in your existing application

Build the search and find & confirm entity flow in your existing application using the Detected APIs (full sequence diagram available Trigger a KYB journey with redirect)

Then redirect the customer to the Detected onboarding portal, Customer then completes the required onboarding tasks in the Detected portal

Webhook fires to notify existing systems that submission is complete

Data Flow

---
config:
  theme: redux-dark
  look: classic
  layout: dagre
---
flowchart TD
 subgraph ExistingPortal["Existing Onboarding Portal"]
        OnboardingFind(["Find Entity"])
        OnboardingConfirm(["Confirm entity"])
  end
 subgraph DetectedAPIs["Detected APIs"]
  end
 subgraph OnboardingPortal["Onboarding Portal"]
        OnboardingCompleteActions(["Complete Onboarding Tasks"])
        OnboardingSubmit(["Submit Profile"])
  end
 subgraph Detected["Detected"]
        DetectedAPIs
        OnboardingPortal
  end
    OnboardingFind -.-> DetectedAPIs
    Customer((("Customer"))) -- "1.Customer visits existing customer portal" --> ExistingPortal
    OnboardingConfirm -.-> DetectedAPIs
    OnboardingFind --> OnboardingConfirm
    OnboardingCompleteActions --> OnboardingSubmit
    OnboardingConfirm -- "2.Redirect customer to Detected portal" --> OnboardingPortal
    OnboardingSubmit -."Webhook".-> ExistingPortal