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 available 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 'multiple 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 Create an onboarding flow via API 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)