Step 2 - Surface required fields for manual completion

UX Flow - With Search

UX Flow - No Search

Extract information from a profile after compliance decision

Detected API Docs

API Overview

Complete a KYB flow from existing portal

Complete a KYC flow from existing portal

Existing portals / apps

Detected Initiating 1

Detected Initiating 2

Detected Initiating 3

CRM Initiating 1

CRM Initiating 2

CRMs

Reference Data 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

Create an onboarding flow via API

Assign a new form to an existing onboarding configuration

Update a profiles onboarding config

Process a document via API

Integration 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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