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This flow is provided as an example scenario for initializing an Onboarding SDK 3 instance. Your experience may differ depending on your contract with Worth services.
The following document details an end-to-end scenario of using the Worth API to invite a business to the onboarding platform and using the returned invite_token to initialize an Onboarding SDK 3 instance. This flow consists of two sequential API calls that handle signing into the Worth platform as a customer and inviting a business to complete an application.

Overview

The business onboarding process follows a linear sequence of API calls: This diagram shows the complete sequence of API calls required for the business onboarding process:
Note: In this scenario, the customer application in which the Onboarding SDK is mounted does not send requests to the customer/sign-in or businesses/invite endpoints

Key Points

Step 1 - Customer Sign-in:
  • Using the POST /auth/api/v1/customer/sign-in endpoint, a customer may sign into the Worth platform with their email and password
  • Upon successfully signing in, an id_token will have been returned in the request response. This token should be used when authenticating subsequent requests
Important: Always use the id_token for secure API communication in subsequent steps
Step 2 - Send Business Invite:
  • Using the POST /case/api/v1/customers/{customerID}/businesses/invite endpoint, a customer may send an invite to a business to complete a Worth onboarding application
  • The id_token that is received from the sign-in step should be passed into the Authentication header when POSTing to this endpoint
  • Within the body of this request, the following attributes must be provided: business, applicants, and template_version_id
  • Upon successfully sending a business invite, an invitation_url will have been returned in the request response. This URL will contain the token that should be passed into the SDK 3 instance
See example:
Step 3 - Initialize SDK:
  • In the customer application in which the SDK is mounted, call createWorthOnboarding with the extracted invite_token
    • See the full Quick Start Guide for a step-by-step walkthrough, including cleanup and error handling

Support

For questions or issues, please contact your Worth Customer Success team or reach out to support@joinworth.com.