Generate a compliance link
Generate a hosted compliance (KYC/KYB) link for a user. Exactly one of
userId or userType must be provided. When userType is supplied without
userId, a new user of that type is created and associated with the link.
The response includes the hosted url and a sessionToken authorizing the
flow. If recipientEmail is provided, the link is also emailed to that address.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
Compliance link generation parameters. Exactly one of userId or userType
must be provided.
Compliance link generation parameters. Exactly one of userId or userType
must be provided. When userType is supplied without userId, a new user of
that type is created and associated with the link.
Public ID of an existing user (prefixed with usr_). Provide this OR
userType, not both.
"usr_3Kf9dQ2mNpXwZ7bV1aLcs"
Type of user to create the compliance link for. Provide this OR userId,
not both.
INDIVIDUAL, BUSINESS, individual, business "INDIVIDUAL"
Optional idempotency identifier for the link generation request.
"f47ac10b-58cc-4372-a567-0e02b2c3d479"
URL the user is redirected to after completing the compliance flow.
"https://app.example.com/onboarding/complete"
If provided, the compliance link is emailed to this address.
"jane.doe@example.com"
Optional terms-of-service template ID to brand the compliance flow.
"a1b2c3d4-e5f6-4789-a012-3456789abcde"
Marks this as the initial onboarding link for the client's own entity. Extends link expiry and forces a business user type.
false
Response
Compliance link generated successfully.
A compliance link.
Public ID of the compliance link (prefixed with cl_).
"cl_3Kf9dQ2mNpXwZ7bV1aLcs"
Public ID of the user this link belongs to (prefixed with usr_).
"usr_3Kf9dQ2mNpXwZ7bV1aLcs"
INDIVIDUAL, BUSINESS, individual, business "INDIVIDUAL"
Hosted compliance link URL. Returned when generating a link; null when
retrieving an existing link.
"https://dashboard.example.com/sandbox/compliance-link?complianceLinkId=cl_3Kf9dQ2mNpXwZ7bV1aLcs&sessionToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9..."
Session token authorizing the hosted compliance flow.
"eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9..."
Branding and legal template applied to the compliance flow. Populated when
retrieving a compliance link; null when generating one.