Sending data to PersonaInquiries (Client-side integrations)Integration MethodsEmbedded Flow

Parameters

Parameters can be passed to the client instance to customize the behavior of the embedded flow.

There are two main ways to use the embedded 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.

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.

For more details on the callback parameters, see Client Callbacks.

ParametersRequiredDescriptionAvailability
templateId templateVersionIdRequiredThis template ID corresponds to a pre-set configuration and determines how the flow is customized. See Inquiry Templates.
environmentIdThe Persona API environment on which to create inquiries. See Environments.4.7.0
referenceIdYou 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.
accountIdID of an existing account to associate newly created inquiries with. If accountId is passed, passing either referenceId or accountTypeId will result in an error. See Accounts.
accountTypeIdID 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. accountTypeId will be ignored if a new account is not created (for example, if passed with a referenceId that does not correspond with an existing account).4.12.0
fieldsProvide 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.

Access inquiry created via API or 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.

The other attributes and callbacks specified above can still be used.

If the inquiry already has submitted verifications, you need to specify a sessionToken as well. You can generate a token with the /api/v1/inquiries/resume endpoint. The token will be accessible as meta['session-token'].

ParameterRequiredDescriptionAvailability
inquiryIdRequiredSpecify an inquiry ID to resume an existing inquiry. The sessionToken parameter is required if the inquiry’s status is pending.
sessionTokenWhen resuming an inquiry with a pending status, you must also generate a session token from the server-side API. See Inquiry Sessions.4.0.0

Other parameters

These parameters are not related to creating or resuming inquiries, and can always be specified.

ParametersRequiredDescriptionAvailability
onLoadA function that is called when the Persona module has finished loading, but before the inquiry flow UI is ready for user interaction. Calls to open() prior to the onLoad callback will still open the flow, and a loading spinner will be shown.
onReadyA function that is called when the inquiry has finished loading and is ready for user interaction. Will always be called after onLoad.
onCancelA function that is called when an individual has specifically exited the flow without completing. The function should expect two arguments, the inquiry ID and a sessionToken for resuming.
onCompleteA function that is called when an individual completes the inquiry flow (passed or failed). It is passed the inquiry ID, status, and fields.
onErrorA function that is called when an error occurs in the flow.
onEventA function that is called when an individual reaches certain points in the inquiry flow. The function should expect two arguments, an eventName string and a metadata object which contains event-specific values.
frameAncestorsShould only be used if your page integrating Persona’s iframe is itself embedded into another page as an iframe. If this matches your use case, you must pass an array of origins for ALL frames that are ancestors of the Persona iframe. Allows specifying additional origins for CSP purposes. Values should include both protocol and host (e.g. https://withpersona.com). Defaults to ['window.location.origin'].4.4.0
frameHeightControl the height of the Persona widget iframe. Values must be valid CSS size strings.4.6.0
frameWidthControl the height of the Persona widget iframe. Values must be valid CSS size strings. Size cannot exceed 768px.4.6.0
iframeTitleSets a title for the Persona iframe for accessibility purposes. Defaults to "Verify your identity".4.10.0
languageSpecify a supported language to localize the flow. Language will be inferred from browser settings by default. See Languages.
messageTargetOriginShould only be used if your page integrating Persona’s iframe is itself embedded into another page as an iframe. If this matches your use case, you must pass your page’s domain here. Allows specifying a custom target for window.postMessage, to allow the Persona web application to communicate with the Persona iframe. Defaults to 'window.location.origin'.4.1.0
parentAllows specifying a custom mount point for the Persona iframe. Defaults to document.body. If document.body does not exist, the first child of document is used.4.1.0
sandboxAttributesAllows customization of the attributes passed to the sandbox attribute of the iframe embedding the Persona flow. Not all attributes can be removed, and removing attributes may affect the functionality of the Inquiry Flow. See iframe sandbox attributes.4.8.0
themeSetIdBeta feature. Pass a specific theme set to be used.4.8.0
widgetPaddingAllows customizing the internal padding inside the Persona iframe for the Inlined React flow. Is ignored outside of the Inlined React flow. Value should be an object with shape { top?: number; bottom?: number; left?: number; right?: number; }5.1.0

Deprecated parameters

ParameterDescription
environmentDeprecated. Use environment-id instead. The Persona API environment on which to create inquiries. For sandbox and production, use sandbox and production respectively.
prefillDeprecated. Use fields instead. Provide an object to prefill form inputs in the flow. Each attribute in the object is optional. See Prefill documentation.
routing-countryDeprecated. 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.
theme-idDeprecated. Legacy templates only. Not available for Dynamic Flow. Pass a specific theme to be used.