@paymable/kyc-sdk

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 existing 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

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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...

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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 @paymable/kyc-sdk
# Yarn
yarn add @paymable/kyc-sdk
# PNPM
pnpm add @paymable/kyc-sdk

Flows API

Config Parameter	Type	Description
uiConfig	FlowsUIConfig	Initializing 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

// 1. Add script (see installation)
// 2. Initialize SDK & flows (see configuration)
BallerineSDK.flows.init({...}).then(() => {
	console.log('flows ready');
	// 3. Mount selected flow on an element
	BallerineSDK.flows.mount('my-kyc-flow', 'flow-host-element', {});
});
// 4. Listen to finish event (see events)
BallerineSDK.flows.on('finish', doSomethingFn)

example folder

Package Manager:

import { flows as ballerineFlows } from '@paymable/kyc-sdk';

await ballerineFlows.init({...}).then(() => console.log('flows ready'));
// 3. Mount selected flow on an element
ballerineFlows.mount('my-kyc-flow', 'flow-host-element', {});
// 4. Listen to finish event (see events)
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 approach to native apps are all the native functionalities happens inside Ballerine native sdks (Android, iOS) while and the representation layer is still an web app (inside a native webview).

This way we can enjoy both worlds:

• Web UI: Flexible 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

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Customization

Customize the UI, the flow's steps and the backend.

Flows Configuration

Flow Initialization:

BallerineSDK.flows.init([CONFIG])

Config Parameter	Type	Description
uiConfig	FlowsUIConfig	Initializing 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 containing 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

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UI Configuration

Flows UI can be configured in three levels:

1. 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..

1. 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

1. Specific step component style (overrides theme & general component style)

Config Parameter	Type	Description
theme.flows['FlowName'].step	ICSSProperties	Step includes style object and styles for each element

... See more

As the level is lower it will override the upper ones

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Translations

Config Parameter	Type	Description
remoteUrl	string (URL)	Get a full translation json from remote url
overrides	Record<string, string>	Override default translations or remote translations

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Backend Configuration

Config Parameter	Type	Description
baseUrl	string (URL)	Backend base URL
auth	BEAuthConfig	Auth method and Authorization header
endpoints	BEEndpoints	List of endpoints for each action

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