Integration Guides
Create a profile via API
With search & user decisioning
overview creating a profile using the data source search to select the entity, this approach allows you to leverage data sources to enrich a profile in the platform using search means that sometimes a decision needs to be made on the right entity, for instance if a search returns multiple possible matches this approach is perfect for companies & in some regions charities as both these types have datasources avialable to be searched against to avoid the scenario of multiple matches its best to use the company reference number as the search term, this tends to provide a 1 1 match from search results using other search terms such as name and city can result in a higher volume of 'mulitple matches' that require user input to select the best match for a more complete guide to building a user flow for this use case please see the docid 5dfphthlvtco sunzgjfa which shows all the steps that can be used api flow perform a search show the results back to the user to make a decision create the profile \ config theme redux dark look classic \ sequencediagram participant clientfrontend as clients frontend participant clientbackend as clients backend participant detectedapis as detected apis note over clientbackend, detectedapis authorisation clientbackend >> detectedapis post /oauth/token detectedapis >> clientbackend auth token note over clientfrontend, detectedapis perform search clientbackend >> detectedapis post /search detectedapis >> clientfrontend search results note left of clientfrontend show search results to user clientfrontend >> clientbackend user selects result from search clientbackend >> detectedapis post /profiles (using lookup id & response id)