This sequence diagram demonstrates the efficient business onboarding process facilitated by Worth UI, where invitations are sent to businesses, guiding them through a seamless registration and onboarding experience via the platform.

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Process breakdown

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1. Onboarding API calls

  • Authentication:
    Upon accepting initial invitation or signing in, the customer receives the following tokens:
    • id_token: used for secure api communication. (required for all api calls.)
    • refresh_token: is used to renew id_token.
    Note: id_token is always required for secure api communication. See Customer Sign In page for more info.
  • Invite Business:
    The customer provides business information in the following structure:     
      {
      "business": {
          "name": "Business Name",
          "mobile": "1234567890"
      },
      "applicants": [
          {
              "first_name": "Applicant First Name",
              "last_name": "Applicant Last Name",
              "email": "applicant@email.com",
              "mobile": "1234567890"
          }
      ]
  }
    • Lightning Verification:
      Lightning Verify instantly checks and confirms company details. It gathers information like a company’s name, address, and Taxpayer Identification Number (TIN) into a single, customizable form that applicants fill out. Upon submission, verification results are available in the Worth Case Management Platform.
      Getting started: Contact your Worth Custom Success team to enable Lightning Verify. 
        {
      "business": {
          "name": "Business Name",
          "mobile": "1234567890"
      },
      "applicants": [
          {
              "first_name": "Applicant First Name",
              "last_name": "Applicant Last Name",
              "email": "applicant@email.com",
              "mobile": "1234567890"
          }
      ],
      "is_lightning_verify": true
  }
This triggers email to applicant to complete the onboarding process. See Send Business Invite documentation for further information.

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2. Worth AI System Actions

Upon sending invite, an email with invite link will be sent to the applicant on the email provide. Once the applicant submitted the onboarding you can retrieve the business information using this APIs. Also you can use webhooks to get the business status and information.

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3. Retrieve Data

To fetch all businesses: The following endpoints allow you to fetch data for a specific business:
Send invitation to business and let them onboard using Worth UI!!