Trigger KYC flow in a customer journey

Overview

This pattern follows 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.

General Flow

Start the journey in your existing onboarding application

Push the customers information to Detected over API

Then redirect the customer to the Detected KYC portal or load the

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
    C1((("Customer"))) -- Completes information --> CS1["Client Systems"]
    CS1 -- "1.Push details &amp; trigger KYC journey" --> API["Detected APIs"]
    API -- "2.Return KYC journey link" --> CS2["Client Systems"]
    CS2 -- "3.Redirect customer, iFrame or QR code to mobile" --> C2((("Customer")))
    C2 -- "4.Customer completes KYC" --> Portal["Detected Verify (KYC) Portal"]
    Portal -- "5.Webhook: profile updated" --> CS3["Client Systems"]
    classDef detected fill:#d3370c,stroke:#8f2408,color:#ffffff
    class API,Portal detected

Integration View & Platform Setup

This approach uses the same overall integration as Trigger KYC flow