Implementation Methods

When you’re ready to integrate Persona, you’ll need to decide on a preferred integration method.

Within this lesson, we’ll introduce you to four different methods that Persona offers. Across all of these different options, the branding and theming of your flow is fully customizable.

Hosted Flow Unlike the other implementation methods that we’ll discuss, the Hosted Flow is a full window experience hosted by Persona. Another element that sets the Hosted Flow apart is the fact that it requires no engineering effort. In terms of time commitment, you can get started with it in just a matter of minutes.

There are a couple of ways to create Inquiries using the Hosted Flow. The first is manually via the Persona dashboard. On the “All Inquiries” page, select the button to create Inquiry.

You’ll be prompted to select an Inquiry Template, and can optionally pass in a reference ID and theme ID. You would then share the hyperlink to the newly created Inquiry with the user that needs to go through your flow.

An alternative way to create Inquiries with the Hosted Flow is to create them dynamically via the Hosted Flow Link. This is located in the Integration Guides section of the dashboard, within the Hosted Flow tab.

You can select a template and then share the link to automatically generate a new Inquiry each time a user navigates to it.

Although the Hosted Flow requires no code, engineering support can help scale and optimize your implementation. To illustrate this point, consider the data retrieval process.

Without engineering support, you’ll only be able to access Inquiry results manually via the dashboard.

With engineering resources, you can implement more sophisticated solutions such as listening for webhooks to trigger actions in your system based on certain Persona events.

Embedded Flow One of our most common implementation methods is via our React SDK, also known as the Embedded Flow. The Embedded Flow is a drop-in module, so it displays as an overlay on your web application.

Getting started with this implementation method is relatively simple, as the default code snippet is just about 10 lines of code. You can find this code sample in the Integration Guides section of the dashboard, within the Embedded Flow tab.

Check out our implementation documentation if you’d like to learn more about supported client callbacks and methods with the Embedded Flow.

When compared to the Hosted Flow, one of the key benefits of the Embedded Flow is that it creates a more seamless experience for your customers. We bring the Inquiry flow directly into your web experience via an iframe.

Mobile SDKs If your business has a mobile application, you might be interested in implementing Persona via our mobile SDKs. We support three different mobile SDKs: Android, iOS, and React Native.

Similar to the Embedded Flow, we provide code snippets for each SDK within the Integration Guides in the Persona Dashboard.

Server APIs The final integration method we’ll discuss in this video are Persona’s Server APIs. Server APIs are typically used in situations where you’ve already collected user information on your side, and you intend to pass that information to Persona for a variety of purposes.

Some of the most common use cases that we see for Server APIs include running Verifications or enriching your data with Persona Reports.

Note that some use cases may not be recommended for our Server APIs. For example, if you’re interested in verifying government IDs or extracting information from supplemental documents, we recommend leveraging one of our other integration methods.

Other methods benefit from Persona’s user interface, which has been designed to optimize photo capture quality on a variety of devices.

Image quality is a significant factor that goes into our platform’s automated extraction and verification processing.

We hope this video helped you begin considering which implementation options are right for your organization. As a next step, check out our implementation guides and integration documentation to get started.