# iOS SDK

# Getting started

Latest release: Version 1.19.8 (Changelog)

# Requirements

• iOS 9.0 or later (FaceScan3D module requires iOS 10+)
• Xcode 13+

# Resources

• IdensicMobileSDK iOS Demo - a demo project in Swift.
• sample.swift - Swift sample code. Feel free to use it as a boilerplate.
• applicantActions-sample.swift - Sample code for the usage in Applicant Actions mode.

# Installation

This framework is meant to be installed via cocoapods.

# Podfile

Update your Podfile:

• Add source options for SumSubstance and Cocoapods repositories
• Add IdensicMobileSDK dependency to your target
• Optionally add IdensicMobileSDK/MRTDReader dependency (see MRTDReader for details)

platform :ios, '9.0'

source 'https://cdn.cocoapods.org/'
source 'https://github.com/SumSubstance/Specs.git'

target 'YourApp' do

  pod 'IdensicMobileSDK'
  #pod 'IdensicMobileSDK/MRTDReader' 

  # any other dependencies
end

Then run this in your project directory

pod install

# Permissions

The framework will ask for access to the camera and possibly the microphone and the photo library too. Because of this, it is required to have the corresponding usage descriptions in the application's Info.plist file:

<key>NSCameraUsageDescription</key>
<string>Let us take a photo</string>
<key>NSMicrophoneUsageDescription</key>
<string>Time to record a video</string>
<key>NSPhotoLibraryUsageDescription</key>
<string>Let us pick a photo</string>

Also, if your app targets iOS 10 and below, it's required to turn on the iCloud Documents capabilities in Xcode as described here

# MRTDReader (NFC)

The MRTDReader is an optional module that allows the sdk to detect and read the electronic chips placed on MRTD documents via NFC. In order to enable this functionality please follow the instructions below.

1. Include IdensicMobileSDK/MRTDReader dependency into your Podfile:

target 'YourApp' do
  pod 'IdensicMobileSDK/MRTDReader'
end

2. Turn on Near Field Communication Tag Reading capability for your project’s target (here is how to)

3. Update the application's Info.plist file as follows:

<key>NFCReaderUsageDescription</key>
<string>Let us scan the document for more precise recognition</string>
<key>com.apple.developer.nfc.readersession.iso7816.select-identifiers</key>
<array>
    <string>A0000002471001</string>
    <string>A0000002472001</string>
    <string>00000000000000</string>
</array>

# Basic Usage

# Initialization

First of all, import the framework:

import IdensicMobileSDK

Then declare the initialization parameters:

let accessToken = "..." // get the `accessToken` from your backend

As you can see the only thing you need is an accessToken from your backend. The token points to an applicant level, that essintially configures the steps of the verification process, and indicates a customer to be verified. The sdk will work in the production or in the sandbox environment depend on which one the accessToken has been generated on (see Backend routines for details).

Next you instantiate SNSMobileSDK and check if setup succeeded:

let sdk = SNSMobileSDK(
    accessToken: accessToken
)

guard sdk.isReady else {
    print("Initialization failed: " + sdk.verboseStatus)
    return
}

Here you create an instance of the SDK and ensure that the setup was successful with sdk.isReady, if it happens to fail, you will be able to pinpoint the reason by printing sdk.verboseStatus.

The next important step is to set the tokenExpirationHandler. The matter is that typically the access token is valid for a rather short period of time and when it's expired you must provide another one (see Token Expiration for details).

sdk.tokenExpirationHandler { (onComplete) in
    get_token_from_your_backend { (newToken) in
        onComplete(newToken)
    }
}

In additional, if it's required, you could provide an email and/or a phone number those will be assigned to the applicant initially.

sdk.initialEmail = "..." // applicant's email
sdk.initialPhone = "..." // applicant's phone number

Most likely, you will then tune up the sdk a bit further by assigning Handlers and Callbacks, and possibly by applying some Customization, but that's just an optional feature.

# Presentation

In any case once setup is done you are ready to present the SDK on the screen:

yourViewController.present(sdk.mainVC, animated: true, completion: nil)

Since SDK contains its own navigation stack, it's required to be presented modally instead of being pushed.

You can also use a shortcut like this:

sdk.present(from: yourViewController)

Or even shorter if it's comfortable for you to present the sdk on the key window's root view controller:

sdk.present()

# Dismission

Normally the user closes the sdk himself, but if you need to do it programmatically, here is the helper:

sdk.dismiss()

# Handlers

Technically the handlers are optional, but you are strongly encouraged to provide at least tokenExpirationHandler to make sure that the access token always is live.

# Token Expiration

Because of the limited lifespan of the accessToken, it's important that you are able to handle the situation where the token expires and needs to be refreshed. As a solution to this, you set tokenExpirationHandler. The handler should make a call to your backend, obtain the newToken and then pass it back to the sdk by running onComplete closure.

sdk.tokenExpirationHandler { (onComplete) in
    get_token_from_your_backend { (newToken) in
        onComplete(newToken)
    }
}

⚠️ onComplete must be executed even if you fail to provide a new token, just pass nil in this case.

# Verification Completion

You can use verificationHandler to be informed when the verification process has been concluded with a final decision. The parameter isApproved lets you know if the applicant was approved or finally rejected. If you'd like to get notified about any other stages of the verification process, use onStatusDidChange described below.

sdk.verificationHandler { (isApproved) in
    print("verificationHandler: Applicant is " + (isApproved ? "approved" : "finally rejected"))
}

# Dismission Control

You can take over the dismissal control by assigning dismissHandler. The handler takes the current sdk instance and the mainVC controller. It's up to you to dismiss the mainVC in the manner that you see fit.

sdk.dismissHandler { (sdk, mainVC) in
    mainVC.dismiss(animated: true, completion: nil)
}

# Callbacks

Callbacks are completely optional. Use them if you feel that they will be helpful.

# Status Updates Notification

Use onStatusDidChange callback to get notified about the stages of the verification process.

The callback takes two parameters. The first one sdk is the SDK instance, and the last one prevStatus gives you a chance to know the previous value of the status. Following this, you are able to examine sdk.status enum in order to determine the current sdk status.

sdk.onStatusDidChange { (sdk, prevStatus) in

    print("onStatusDidChange: [\(sdk.description(for: prevStatus))] -> [\(sdk.description(for: sdk.status))]")

    switch sdk.status {

    case .ready:
        // Technically .ready couldn't ever be passed here, since the callback has been set after `status` became .ready
        break

    case .failed:
        print("failReason: [\(sdk.description(for: sdk.failReason))] - \(sdk.verboseStatus)")

    case .initial:
        print("No verification steps are passed yet")

    case .incomplete:
        print("Some but not all of the verification steps have been passed over")

    case .pending:
        print("Verification is pending")

    case .temporarilyDeclined:
        print("Applicant has been temporarily declined")

    case .finallyRejected:
        print("Applicant has been finally rejected")

    case .approved:
        print("Applicant has been approved")

    case .actionCompleted:
        print("Applicant action has been completed")
    }
}

# Events Notification

Subscribing to onEvent callback allows you to be aware of the events happening along the processing.

Events are passed into the callback as instances of a class inherited from the base SNSEvent class, this way each event has its eventType and some parameters packed into payload dictionary. So, depending on your needs, you can get event parameters either by examining the payload directly or by casting the given event instance to a specific SNSEvent* class according to its type.

sdk.onEvent { (sdk, event) in

    switch event.eventType {

    case .applicantLoaded:
        if let event = event as? SNSEventApplicantLoaded {
            print("onEvent: Applicant [\(event.applicantId)] has been loaded")
        }

    case .stepInitiated:
        if let event = event as? SNSEventStepInitiated {
            print("onEvent: Step \(event.idDocSetType) has been initiated")
        }

    case .stepCompleted:
        if let event = event as? SNSEventStepCompleted {
            print("onEvent: Step \(event.idDocSetType) has been \(event.isCancelled ? "cancelled" : "fulfilled")")
        }

    @unknown default:
        print("onEvent: eventType=\(event.description(for: event.eventType)) payload=\(event.payload)")
    }

}

# Dismiss Notification

An optional way to be notified when mainVC is dismissed:

sdk.onDidDismiss { (sdk) in
    print("onDidDismiss: sdk has been dismissed with status [\(sdk.description(for: sdk.status))]")
}

# Logging

There's no need to mention the importance of logs in the case that something goes wrong.

# Log Level

By default, SDK tries not to spam your console and will print only when something critical has happened, however, sometimes, it makes sense to know what's going on under the hood.

You can choose the desired logLevel from .off that logs nothing, through .error (default), .warning, .info, .debug and up to .trace that will try to log as much as possible.

sdk.logLevel = .error

# Log Interception

By default, SDK uses NSLog for logging purposes. If, for some reason, it does not work for you, feel free to use logHandler to intercept log messages and direct them as required.

sdk.logHandler { (level, message) in
    print(Date(), "[Idensic] \(message)")
}

# Customization

# Theme

The theme allows you to customize things such as fonts, colors and images used across SDK. The default theme is accessible once the sdk is initialized. So depend on your needs you either adjust the theme in place:

sdk.theme.colors.backgroundCommon = .white

or inherit from SNSTheme and apply your own theme at once:

sdk.theme = OwnTheme()

class OwnTheme: SNSTheme {
    override init() {
        super.init()

        colors.backgroundCommon = .white
    }
}

See Theme API and Visual Guide for details.

# Localization

You can customize or localize the texts used within the SDK through the MSDK Translations tool in the dashboard.

The language of the texts will be set according to the system locale, but you could override it by setting sdk.locale to the locale you desire. Use the values in a form of en or en_US.

sdk.locale = Locale.current.identifier

Please check the list of supported locales by SDK here.

# Strings

In addition to the MSDK Translations tool and sdk.locale described above, you can use sdk.strings dictionary that allows you to define the strings locally. That could be helpful for example if you would like to avoid the Wordless Oops screen that could be rendered in case the network happens to be down during the sdk initialization and force the sdk to draw the Network Oops instead:

sdk.strings = [
  "sns_oops_network_title": "Oops! Seems like the network is down.",
  "sns_oops_network_html": "Please check your internet connection and try again.",
  "sns_oops_action_retry": "Try again",
]

⚠️ Pay attention please that sdk.locale does not affect these strings, thus it's up to you to use the required localization.

# Support Items

Support items define the ways in which your users will be prompted to contact you at the Support screen. Initially an Email item would be created automatically using the Support email configured in your dashboard.

Feel free to reconfigure support items as necessary. In order to do so, you could either assign an array of items to sdk.supportItems property directly, or use sdk.addSupportItem helper to add them one by one.

sdk.addSupportItem { (item) in
    item.title = NSLocalizedString("URL Item", comment: "")
    item.subtitle = NSLocalizedString("Tap me to open an url", comment: "")
    item.icon = UIImage(named: "AppIcon")
    item.actionURL = URL(string: "https://google.com")
}

sdk.addSupportItem { (item) in
    item.title = NSLocalizedString("Callback Item", comment: "")
    item.subtitle = NSLocalizedString("Tap me to get callback fired", comment: "")
    item.icon = UIImage(named: "AppIcon")
    item.actionHandler { (supportVC, item) in
        print("[\(item.title)] tapped")
    }
}

Each item must have a mandatory title, optional icon, subtitle and an action expressed with actionURL or actionHandler. If actionHandler is defined, it would be called when the item is tapped, otherwise actionURL would be opened with UIApplication's openURL: method. If no actionURL and no actionHandler are provided, then no action would be taken on tap.

# Applicant Actions

There is a special way to use the SDK in order to perform Applicant actions.

# Action Level

In order to run the SDK in applicant action mode, you need to associate your applicant level with a customization of Applicant actions type in the dashboard. Also, it'll be required to make an Access Token not only with the userId and levelName parameters, but with the externalActionId one as well.

Aside from the notes above, you manage the sdk the same way that you do with regular levels, the only difference is in how you get the action's result.

When an action is completed, the sdk.status will be set to .actionCompleted and sdk.actionResult will contain the outcome of the last action's invocation.

You can use onDidDismiss, dismissHandler or onStatusDidChange callback in order to determine the sdk's status and get the action's result.

For example:

sdk.onDidDismiss { (sdk) in

    switch sdk.status {

    case .failed:
        print("failReason: [\(sdk.description(for: sdk.failReason))] - \(sdk.verboseStatus)")

    case .actionCompleted:
        // the action was performed or cancelled

        if let result = sdk.actionResult {
            print("Last action result: actionId=\(result.actionId) answer=\(result.answer ?? "<none>")")
        } else {
            print("The action was cancelled")
        }

    default:
        // in case of an action level, the other statuses are not used for now,
        // but you could see them if the user closes the sdk before the level is loaded
        break
    }
}

# Action Result

The action's result is represented by the sdk.actionResult property, that contains the following fields:

The absence of the sdk.actionResult means that the user has cancelled the process.

# Result Handler

In addition, there is an optional actionResultHandler, that allows you to handle the action's result upon it's arrival from the backend. The user sees the "Processing..." screen at this moment.

sdk.actionResultHandler { (sdk, result, onComplete) in

    print("actionResultHandler: actionId=\(result.actionId) answer=\(result.answer ?? "<none>")")

    // you are allowed to process the result asynchronously, just don't forget to call `onComplete` when you finish,
    // you could pass `.cancel` to force the user interface to close, or `.continue` to proceed as usual
    onComplete(.continue)
}

⚠️ onComplete must be executed at the end of processing.