Parameters
Query string parameters can be passed to customize the behavior of the hosted flow.
There are two main ways to use the hosted flow: creating new inquiries, and resuming existing inquiries. If you have an inquiry-id
available (e.g. from creating an inquiry via API), please see Resuming existing inquiries.
Special characters in URL parameters
Be sure to escape your values if you are passing non-alphanumeric characters in your parameters. For example, values including whitespace or symbols like
+
and&
need to be escaped. In JavaScript, this can be done withencodeURIComponent
.For example, if your
redirect-uri
itself contains a query string,&
should be replaced with%26
.
Creating new inquiries
The most common way to set up the hosted flow is to specify an inquiry template ID (inquiry-template-id
). This will create a new inquiry on every visit.
Optionally, you can connect new inquiries to an account. To connect the inquiry to an account, specify either referenceId
or accountId
. You cannot specify both.
Parameter | Requirement | Description |
---|---|---|
inquiry-template-id inquiry-template-version-id template-id | Required | This template ID corresponds to a pre-set configuration and determines how the flow is customized. See Inquiry Templates. |
environment-id | The Persona API environment on which to create inquiries. See Environments. | |
reference-id | You can generate and provide a unique ID which we will associate with the inquiry. Oftentimes this will be the unique user identifier from your system. A new account will be created if no account with the given reference ID exists. Inquiries with the same reference ID will be associated with the same account. See Reference IDs. | |
account-id | ID of an existing account to associate newly created inquiries with. If account-id is passed, passing either reference-id or account-type-id will result in an error.See Accounts. | |
account-type-id | ID of the account type to use if creating a new account for the inquiry. If omitted, the default account type associated with the current environment will be used.account-type-id will be ignored if a new account is not created (for example, if passed with a reference-id that does not correspond with an existing account). | |
fields | Provide an object to set inquiry field values. Each attribute in the object is optional. This will also prefill form inputs corresponding to the field in the flow. See Fields. |
Resuming existing inquiries
If you have pre-created an inquiry via API or you are looking to resume an existing inquiry instead of creating a new one, use the inquiryId
parameter. Do not pass a templateId
or templateVersionId
when resuming the inquiry.
If the inquiry already has submitted verifications, you need to specify a session-token
as well. You can generate a session token with the /api/v1/inquiries//resume endpoint.
Parameter | Required | Description |
---|---|---|
inquiry-id | Required | Specify an inquiry ID to resume an existing inquiry. If the inquiry has a pending status, then a sessionToken from the server-side API is required. |
session-token | When resuming an inquiry with a pending status, you must also generate a session token from the server-side API.See Inquiry Sessions. |
Other parameters
These parameters are not related to creating or resuming inquiries, and can always be specified.
Parameter | Required | Description |
---|---|---|
language | Specify a supported language to localize the flow. Language will be inferred from browser settings by default. See Languages. | |
redirect-uri | When the user successfully verifies their identity, we redirect back to this URI. The callback should expect a GET parameter named inquiry-id that references the completed inquiry. If no redirect-uri is specified, then the success page shown to users will not have a continue button.See Security for instructions on configuring a redirect URI allowlist. See Redirecting On Complete. | |
theme-set-id | Beta feature. Pass a specific theme set to be used. |
Deprecated parameters
Deprecated attributes
Deprecated attributes are planned to be removed or replaced in the future. They will continue to work in the immediate future.
Parameter | Requirement | Description |
---|---|---|
environment | Deprecated. Use environment-id instead.The Persona API environment on which to create inquiries. For sandbox and production, use sandbox and production respectively. | |
prefill | Deprecated. Use fields instead.Provide an object to prefill form inputs in the flow. Each attribute in the object is optional. See Prefill documentation. | |
theme-id | Deprecated. Legacy templates only. Not available for Dynamic Flow. Pass a specific theme to be used. | |
routing-country | Deprecated. No longer necessary. Pass a specific country to route requests to. Persona now automatically routes requests to the best location, so this parameter is no longer needed. |
Updated 15 days ago