Web SDK Flows
Description
Web SDK Flows can generate custom made, branded flows to collect KYC/KYB documents and user information.
The SDK UI is embeddable inside exsiting apps or deployed as an webapp.
Why you should use Ballerine's flows:
- Pre-made KYC/KYB templates.
- Customizable UI and flow to fit your desired experience and brand.
- Ability to use different vendors in the backend over the same flow with.
- Multi platform support (Desktop, mobile web, mobile native).
- All camera and different devices edge cases covered and tested.
- Small and fast, built with Svelte (less than 50kb gzipped).
Live examples:
KYC 1, KYC 2, KYB
Demo project:
View in jsfiddle
Some examples of what you can do with it
- Create a custom flow you can use with any identity verification vendor.
- Create a custom flow that your customers can receive in an SMS.
- Create different types of flows for different types of customers.
- And more...
Getting Started
Installation
CDN:
Add this code to your index.html header
<script
async
src="https://cdn.ballerine.io/1.1.22/ballerine-sdk.umd.min.js"
integrity="sha384-cHxaE8mk7COVrdyKoDw4cdPC6PLoMItItHZ+LwA18bDaiWJLxV2f2zyVf6Q9Vtww"
crossorigin="anonymous"
type="module"
></script>
Package Managers:
# NPM
npm install --save @ballerine/web-sdk
# Yarn
yarn add @ballerine/web-sdk
# PNPM
pnpm add @ballerine/web-sdk
Flows API
Config Parameter | Type | Description |
---|
uiConfig | FlowsUIConfig | Initilazing flows, preloading needed assets and ui packs |
endUserInfo | EndUserInfo | Use data like ID, name etc.. |
backendConfig | FlowsBackendConfig | Backend endpoint the flows should interact with |
translations | FlowsTranslations | Change the config after init function |
Embedded Flows
CDN:
Add this code to your index.html header
BallerineSDK.flows.init({...}).then(() => {
console.log('flows ready');
BallerineSDK.flows.mount('my-kyc-flow', 'flow-host-element', {});
});
BallerineSDK.flows.on('finish', doSomethingFn)
example folder
Package Manager:
import { flows as ballerineFlows } from '@ballerine/web-sdk';
await ballerineFlows.init({...}).then(() => console.log('flows ready'));
ballerineFlows.mount('my-kyc-flow', 'flow-host-element', {});
ballerineFlows.on('finish', doSomethingFn)
example folder
Standalone/Iframe Flows
Code example:
<script
src="https://cdn.ballerine.io/1.1.22/ballerine-sdk.umd.min.js"
integrity="sha384-cHxaE8mk7COVrdyKoDw4cdPC6PLoMItItHZ+LwA18bDaiWJLxV2f2zyVf6Q9Vtww"
crossorigin="anonymous"
type="module"
></script>
<script>
const initConfig = {
"flows": { "my-kyc-flow": {
"steps": [
{"name": "welcome", "id": "welcome" },
{ "name": "document-selection", "id": "document-selection",
"documentOptions": ["id_card", "drivers_license", "passport"]},
{ "name": "document-photo", "id": "identity-document-shot" },
{ "name": "check-document", "id": "identity-document-user-check" },
{ "name": "document-photo-back-start", "id": "document-photo-back-start"},
{ "name": "selfie", "id": "selfie"},
{ "name": "check-selfie", "id": "check-selfie" },
{ "name": "loading", "id": "custom-loader" }
]}
}
}
BallerineSDK.flows.init(initConfig).then(() => {
BallerineSDK.flows.mount('my-kyc-flow', 'flow-host-element', {});
});
}
</script>
Native Mobile apps
The approch to native apps are all the native funcationalties happens inside Ballerine native sdks (Android, iOS) while and the represenation layer is still an web app (inside a native webview).
This way we can enjoy both worlds:
- Web UI: Flexable UI that can be changes instantly from the server (no app deployments or store submissions).
- Native API's: Native camera, deep behavioral analysis, ekyc and more..
See Android and iOS repositories for guidance:
Android SDK | iOS SDK
Customization
Customize the UI, the flow's steps and the backend.
Flows Configuration
Flow Initilzation:
BallerineSDK.flows.init([CONFIG])
Config Parameter | Type | Description |
---|
uiConfig | FlowsUIConfig | Initilazing flows, preloading needed assets and ui packs |
endUserInfo | EndUserInfo | Use data like ID, name etc.. |
backendConfig | FlowsBackendConfig | Backend endpoint the flows should interact with |
translations | FlowsTranslations | Change the config after init function |
Running a flow:
BallerineSDK.flows.mount('my-flow', elementId, [CONFIG]);
// or
BallerineSDK.flows.openModal('my-flow', [CONFIG]);
Config Parameter | Type | Description |
---|
callbacks | FlowsCallbacksConfig | An object contaning callback methods (see below) |
FlowsCallbacksConfig:
Config Parameter | Type | Description |
---|
onFlowComplete | IFlowCompletePayload | User completed the flow |
onFlowExit | IFlowExitPayload | User quits the flow (back button on the first page or pressed close buttons) |
onFlowError | IFlowErrorPayload | Unexpected errors |
onFlowNavigationUpdate | IFlowNavigationUpdatePayload | User moved between steps |
UI Configuration
Flows UI can be configured in three levels:
- Theme and theme styles
Config Parameter | Type | Description |
---|
uiPack | string - Name or URL | Ui Pack is a complete bundles of styles, assets and translations |
theme.general | FlowsGeneralTheme | General colors, paddings, fonts.. |
- General components styles (overrides theme)
Config Parameter | Type | Description |
---|
theme.layout | FlowsGeneralTheme | Global layout css |
theme.paragraph | FlowsGeneralTheme | Global paragraph css |
theme.button | FlowsGeneralTheme | Global button css |
... See more | | |
- Speceifc step component style (overrides theme & general component style)
Config Parameter | Type | Description |
---|
theme.flows['FlowName'].step | ICSSProperties | Step inculdes style object and styles for each element |
... See more | | |
As the level is lower it will overide the upper ones
Translations
Config Parameter | Type | Description |
---|
remoteUrl | string (URL) | Get a full translation json from remote url |
overrides | Record<string, string> | Overide default translations or remote translations |
Backend Configuration
Config Parameter | Type | Description |
---|
baseUrl | string (URL) | Backend base URL |
auth | BEAuthConfig | Auth method and Autorization header |
endpoints | BEEndpoints | List of endpoints for each action |