# WebSDK

# Introduction

The easiest way to start with our solution is to use our WebSDK. We put lots of efforts to improve conversion of your users and we thought about little details that make a difference. You will love WebSDK because:

It is highly customizable (choose any steps you want, change styles or copy)
Feature a face liveness module that improves conversion and minimizes fraud
Adaptive design and mobile friendly
Gives hints to users about how to better pass the flow
Ability to continue on mobile
Automatically refreshes when status is changed

WebSDK Screen

# Integration

# Steps overview

Here are 3 simple steps that you should do:

Step 1: [Dashboard] Set up your applicant levels or pick a predefined one (e.g. basic-kyc-level)
Step 2: [Backend] Generate an Access token to pass it later on to the WebSDK
Step 3: [Frontend] Install an NPM package or use CDN version of the script. We also have a package for React. And launch SDK initialization function with an accessToken you generated on the second step

# Generating access token

All API requests must be authenticated as described in this section. For testing purposes make sure to use App token and Secret key pair that was created on Sandbox for request authorization headers.

To initialize a WebSDK you must generate a temporary access token, which is also passed to the WebSDK initialization. This action must be performed on the server side. You also have to provide a userId query parameter, that is unique and meaningful. It can be an external user ID in your system, or an email address. Do not randomly generate these IDs, unless you do testing.

If you reuse access tokens make sure to set up an access token expiration handler (see the Frontend integration section)

# Frontend integration (general)

# 1a) Install the package - NPM

npm i @sumsub/websdk --save
# OR
yarn add @sumsub/websdk

Import the module

import snsWebSdk from '@sumsub/websdk';

# 1b) Install the package - Standalone

Copy
<script src = "https://static.sumsub.com/idensic/static/sns-websdk-builder.js"></script>

# 2) Create a container for the WebSDK on your page

Copy
<!-- iframe will be inserted as a child element -->
<div id="sumsub-websdk-container"></div>

# 3) Initialize a WebSDK

Copy
/**
 * @param accessToken - access token that you generated on the backend in Step 2
 * @param applicantEmail - applicant email (not required)
 * @param applicantPhone - applicant phone, if available (not required)
 * @param customI18nMessages - customized locale messages for current session (not required)
 */
function launchWebSdk(accessToken, applicantEmail, applicantPhone, customI18nMessages) {
    let snsWebSdkInstance = snsWebSdk.init(
            accessToken,
            // token update callback, must return Promise
            // Access token expired
            // get a new one and pass it to the callback to re-initiate the WebSDK
            () => this.getNewAccessToken()
        )
        .withConf({
            lang: 'en', //language of WebSDK texts and comments (ISO 639-1 format)
            email: applicantEmail,
            phone: applicantPhone,
            i18n: customI18nMessages, //JSON of custom SDK Translations
            uiConf: {
                customCss: "https://url.com/styles.css"
                // URL to css file in case you need change it dynamically from the code
                // the similar setting at Customizations tab will rewrite customCss
                // you may also use to pass string with plain styles `customCssStr:`
            },
        })
        .withOptions({ addViewportTag: false, adaptIframeHeight: true})
        // see below what kind of messages WebSDK generates
        .on('idCheck.stepCompleted', (payload) => {
            console.log('stepCompleted', payload)
        })
        .on('idCheck.onError', (error) => {
            console.log('onError', error)
        })
        .build();

    // you are ready to go:
    // just launch the WebSDK by providing the container element for it
    snsWebSdkInstance.launch('#sumsub-websdk-container')
}

function getNewAccessToken() {
  return Promise.resolve(newAccessToken)// get a new token from your backend
}

Please make sure that an accessToken was provided to SDK initialization function (it has a format like _act-b8ebfb63-5f24-4b89-9c08-5bbabeec986e and can be obtained with API request) and not other kind of token.

# Standalone working example

Below is a fully working example. Just substitute $ACCESS_TOKEN with the appropriate value (see steps above), save it to an HTML file and open it in your browser.

Copy
<html>
 <head>
  <title>WebSDK CDN Example</title>
 </head>
 <body>
	<script src="https://static.sumsub.com/idensic/static/sns-websdk-builder.js"></script>
	<div id="sumsub-websdk-container"></div>
</body>
</html>
<script>

function launchWebSdk(accessToken, applicantEmail, applicantPhone) {
    let snsWebSdkInstance = snsWebSdk.init(
            accessToken,
            () => this.getNewAccessToken()
        )
        .withConf({
            lang: 'en',
            email: applicantEmail,
            phone: applicantPhone,
            i18n: {"document":{"subTitles":{"IDENTITY": "Upload a document that proves your identity"}}},
            onMessage: (type, payload) => {
                console.log('WebSDK onMessage', type, payload)
            },
            uiConf: {
                customCssStr: ":root {\n  --black: #000000;\n   --grey: #F5F5F5;\n  --grey-darker: #B2B2B2;\n  --border-color: #DBDBDB;\n}\n\np {\n  color: var(--black);\n  font-size: 16px;\n  line-height: 24px;\n}\n\nsection {\n  margin: 40px auto;\n}\n\ninput {\n  color: var(--black);\n  font-weight: 600;\n  outline: none;\n}\n\nsection.content {\n  background-color: var(--grey);\n  color: var(--black);\n  padding: 40px 40px 16px;\n  box-shadow: none;\n  border-radius: 6px;\n}\n\nbutton.submit,\nbutton.back {\n  text-transform: capitalize;\n  border-radius: 6px;\n  height: 48px;\n  padding: 0 30px;\n  font-size: 16px;\n  background-image: none !important;\n  transform: none !important;\n  box-shadow: none !important;\n  transition: all 0.2s linear;\n}\n\nbutton.submit {\n  min-width: 132px;\n  background: none;\n  background-color: var(--black);\n}\n\n.round-icon {\n  background-color: var(--black) !important;\n  background-image: none !important;\n}"
            },
            onError: (error) => {
                console.error('WebSDK onError', error)
            },
        })
        .withOptions({ addViewportTag: false, adaptIframeHeight: true})
        .on('stepCompleted', (payload) => {
            console.log('stepCompleted', payload)
        })
        .on('onError', (error) => {
            console.log('onError', payload)
        })
        .onMessage((type, payload) => {
            console.log('onMessage', type, payload)
        })
        .build();
    snsWebSdkInstance.launch('#sumsub-websdk-container')
}

function getNewAccessToken() {
  return Promise.resolve($NEW_ACCESS_TOKEN)
}

    launchWebSdk($ACCESS_TOKEN)
</script>

# React integration

# 1) Install websdk-react

import SumsubWebSdk from '@sumsub/websdk-react'

# 2) Initialize WebSDK

Copy
<SumsubWebSdk
  accessToken={token}
  expirationHandler={handler}
  config={config}
  options={options}
  onMessage={messageHandler}
  onError={errorHandler}
/>

# WebSDK messages

When providing the on handler you will receive messages from the WebSDK for selected message type (all of them are prefixed with idCheck.):

You can see all of those messages in your Browser dev console if you are launching the WebSDK from our dashboard.

messageType	Payload	Description
onReady	// id of the iframe in the current context {}	WebSDK resources have been loaded
onInitialized	{}	The first screen is rendered
onStepInitiated	{ "idDocSetType": "$idDocSetType", "types": ["$idDocType1", "$idDocType2"] }	A screen with that corresponds to '$idDocSetType' was shown
stepCompleted	{"step": "$idDocSetType"}	Step '$idDocSetType' has been completed
onApplicantLoaded	{"applicantId": "$id"}	Applicant with id $id has been loaded
onApplicantSubmitted	{}	Documents were submitted for verification
applicantStatus	{ "reprocessing": false, "levelName": "$levelName", "createDate": "$createDate", "expireDate": "$expireDate", "reviewStatus": "$reviewStatus", "autoChecked": false }	Applicant status has been changed
onApplicantResubmitted	{}	Documents were re-submitted for verification
onActionSubmitted	{}	Applicant action was submitted
actionCompleted	{ "applicantActionId": "$id" }	Applicant action $id was completed
moduleResultPresented	{ "answer": "GREEN" }	Result of standalone module has been presented to the user. Valid only for "module" customization types. Happens either when the user has just completed the check or when user reopened the module for the previously completed check. Possible answers: `GREEN` - check was successful; `YELLOW` - user is allowed to proceed, final check result will be determined later; `RED` - user has been decisively rejected and is not allowed to proceed. Note, that if the rejection is not final, this even will not fire.
onResize	{ "height": 159 }	WebSDK frame has been resized
onVideoIdentCallStarted	{}	Video call was started by the user
onVideoIdentModeratorJoined	{}	Video call was answered by operator
onVideoIdentCompleted	{}	Video call was completed by operator
onUploadError	{ "code": "$error", "msg": "Error message" }	Uploaded document was rejected. Available values of errors
onUploadWarning	{ "code": "$warning", "msg": "Warning message" }	There are warnings about the uploaded document. Available values of warnings

# Receiving verification results

On the sandbox checks will not be started automatically and therefore the webhooks will not be sent automatically either. Either ask us to do so manually, or trigger a webhook yourself by calling an API endpoint described here. Once integration is done, and you have moved to the production environment, the webhooks will be sent automatically once the verification procedure has been completed.

Your backend receives results via a web-hook mechanism. You can get the results via email, Slack or Telegram. But for production use we recommend setting up a web-hook endpoint that we would call when necessary:

We need a webhook URL from you to send your results to. You can set up webhooks in developer's space.
We may send several types of webhooks, but the one that is of interest to you is the one described in the "Getting verification results" section. We encourage you to carefully get accustomed to this section, since there are quite a few options for what the results may look like.
If you want to manually check the applicant status you can always do it by this method. However, we don't recommend using polling as base method for getting verification results and rather strongly encourage the webhook mechanism. If for some reason you missed the webhooks, don't worry: we make a note of everything that was attempted to be sent, and can resend failed webhooks at any point in time. If webhook request fails we attempt to resend it four times: after 5 minutes, 1 hour, 5 and 18 hours until request succeeds. Check createdAt field of webhook payload to make sure that you're getting relevant applicant status.
You can monitor webhook statuses and resend them manually on the API Health page of dashboard.

Please note that we may send several final webhooks, so be prepared to change the user's status on your side too. A typical example is when a user got approved, but later on he was detected as a fraudster, and therefore we block him with a second "RED" webhook.

# Getting the production key

# How can we get the production key?

In order to ensure the best experience for you and your users, before giving you access to the production environment, we would like to test the flow and pass the verification from your end-user's point of view. To do so, we would kindly ask you to provide us with a link to your server.

Ensure that:

Integration on the sandbox environment is completed, works and meets your requirements
There are no dev console errors or warnings
You saved our applicantIds to your database and matched your users
You received and successfully processed test webhooks from our side
You know how to correlate results received in the webhook payload with your users

# Moving to production

Please provide us info on expected amount of incoming users per hour/day/month if possible.

Note that settings won't be transferred from sandbox environment to production automatically. So don't forget to

Set up webhooks at the Dev Space tab of production dashboard
Tune regulation rules at Global settings tab of the dashboard
Create and use production App Token and Secret Key for API authorization

# Customization

All the customization is done from our dashboard. You can customize styles (via custom CSS), navigation, etc. To change all SDK texts by locales you should use SDK Translations tab. See hints and guides in the dashboard for more details.

# Twilio integration

If you want to allow your users to send verification links via SMS to their mobile devices or use you own Twilio credentials for Phone verification step, you have to set it up at the dashboard and make sure that target regions are enabled in your twilio account here.

# Tips & Tricks

# WebView usage

The best way to use our services within mobile applications is by implementing our MobileSDK. But if you have to use WebView, please check tips below.

For initializing WebSDK within mobile app using WebView make sure that

WebView is able to access device local storage and initialize camera (for older iOS versions camera can be accessed only from Safari browser or WebView withSFSafariViewController)
Make sure that HTML5 video playback is allowed (we're using some instructions within <video> tags): if video-instructions are not played, try using WebChromeClient to enable video playback
Autoplay in fullscreen mode is disabled for WebView with running SDK

# Camera access

If you're experiencing troubles with camera access for liveness, please make sure that

Feature-Policy header for your webpage/frame or any other container with SDK doesn't have any restrictions for initializing camera like value camera 'none'.
Permissions-Policy header doesn't restrict access to a camera and microphone (for some cases) and if allow is set check for "camera; microphone" values.
Your website is being run on secure https connection.

# Placement

For the best conversion try to initialize SDK by the center of screen, so it would be easier for users to pay attention to instruction for during verification process.

SDK's iframe resizes itself regarding its container and SDK screen content - so container itself shouldn't have a static size but should adjust to screen size: try to use <meta name="viewport" content="width=device-width, initial-scale=1.0, user-scalable=yes"> tags.

# FAQ

# How can we get the `applicantId`?

Two ways:

When user completes a first page an applicant is created. At this moment we send webhook to your endpoint with type applicantCreated. Its payload will contain the applicantId
GET /resources/applicants/-;externalUserId=${externalUserId}/one

This endpoint will throw a 404 if no applicant exists with such a user id.

# Where can I find a list of supported locales?

Please check the list of supported languages by SDK here.

# WebSDK

# Introduction

# Integration

# Steps overview

# Generating access token

# Frontend integration (general)

# 1a) Install the package - NPM

# 1b) Install the package - Standalone

# 2) Create a container for the WebSDK on your page

# 3) Initialize a WebSDK

# Standalone working example

# React integration

# 1) Install websdk-react

# 2) Initialize WebSDK

# WebSDK messages

# Receiving verification results

# Getting the production key

# How can we get the production key?

# Moving to production

# Customization

# Twilio integration

# Tips & Tricks

# WebView usage

# Camera access

# Placement

# FAQ

# How can we get the applicantId?

# Where can I find a list of supported locales?

# How can we get the `applicantId`?