Component props
Creating inquiries
The most common way to set up the inlined flow is to specify a templateId
. 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
Parameters | Requirement | Description |
---|---|---|
templateId | Required | This template ID corresponds to a pre-set configuration and determines how the flow is customized. |
environment | The Persona API environment on which to create inquiries. For sandbox and production, use sandbox and production respectively. | |
referenceId | You can generate and provide a unique ID which we will associate with the inquiry. The identifier can be used to monitor user progress in newly created inquiries. Inquiries with the same reference ID will be grouped under a single account. | |
accountId | ID of the account to associate newly created inquiries with. | |
language | Specify a supported language to localize the flow. Language will be inferred from browser settings by default. | |
prefill | Provide an object to prefill form inputs in the flow. Each attribute in the object is optional. See [Prefill](doc:inlined-react-flow-prefill documentation. | |
onStart | A function that is called when an individual starts the flow. The function should expect a single argument, a string inquiry ID that references the in-progress inquiry. | |
onComplete | A function that is called when an individual verified their identity. It is passed the inquiry ID. | |
onFail | A function that is called when an individual fails the inquiry flow. It is passed the inquiry ID. | |
onLoad | A function that is called when the Persona module has finished loading. Calls to open() prior to the onLoad callback will still open the flow, and a loading spinner will be shown. | |
onExit | A function that is called when an individual has specifically exited the flow without completing. The function should expect two arguments, a nullable error object and a metadata object. | |
onEvent | A 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. | |
note | Unstructured text field for your custom use. |
Resuming an inquiry
To resume an existing inquiry instead of creating a new one, use the inquiryId
parameter. Do not pass a templateId
when resuming the inquiry.
If the inquiry already has submitted verifications, you need to specify a sessionToken
as well. You can generate a session token with the /api/v1/inquiries/<inquiry-id>/resume endpoint.
For more details on the callback parameters, see Event Handling.
Parameter | Required | Description |
---|---|---|
inquiryId | Required | Specify an inquiry ID to resume an existing inquiry. The sessionToken parameter is required if the inquiry's status is pending. |
sessionToken | When resuming an inquiry with a pending status, you must also generate a session token from the server-side API. | |
language | Specify a supported language to localize the flow. Language will be inferred from browser settings by default. | |
prefill | Provide an object to prefill form inputs in the flow. Each attribute in the object is optional. | |
onStart | A function that is called when an individual starts the flow. The function should expect a single argument, a string inquiry ID that references the in-progress inquiry. | |
onComplete | A function that is called when the individual has successfully verified their identity. It is passed the inquiry ID. | |
onFail | A function that is called when the individual has successfully verified their identity. It is passed the inquiry ID. | |
onLoad | A function that is called when the Persona module has finished loading. Calls to open() prior to the onLoad callback will still open the flow, and a loading spinner will be shown. | |
onExit | A function that is called when the individual has specifically exited the flow without completing. The function should expect two arguments, a nullable error object and a metadata object. | |
onEvent | A function that is called when the individual reaches certain points in the inquiry flow. The function should expect two arguments, an eventName string and a metadata object. | |
note | Unstructured text field for your custom use. |
Updated about 4 years ago