Creating a Transaction

Overview

A Transaction is a flexible object in that represents a user interaction or event that you define. This can be onboarding, a loan application, a submitted form, a withdrawal, or any other meaningful interaction within your system. Transactions help you coordinate identity-related actions across multiple Persona products and your own infrastructure and are a key component for any API-first integration method. This article outlines the primary methods for creating a Transaction and highlights how to integrate Transaction creation into your existing workflows and automation processes.

Methods for creating a Transaction

1. Within a Workflow (Recommended)

You can create a Transactions within a Persona Workflow, either as a trigger or as a step in a larger identity orchestration flow.

Relevant Workflow Steps

• Workflows: Create Transaction Step: Allows you to generate a Transaction from within a Workflow.

Specifying Transaction attributes in the Workflow Step

You will need to specify the Transaction Type for a newly created Transaction and you can additionally define Transaction fields or other attributes. See the article on Workflows: Create Transaction Step for step-specific configurations.

2. Directly creating a Transaction via API (Recommended)

You can create a Transaction directly via the API.

Relevant API endpoint

The relevant API endpoint to execute this request is:

• Create a Transaction

Specifying Transaction attributes in the API request

The Create a Transaction endpoint allows you to define various attributes when programmatically creating a Transaction.

• transaction-type-id: Defines the Transaction Type.
• fields: (Optional) Custom field data to describe or contextualize the Transaction (e.g., transaction amount, location, or reason). You can define schema is on the Transaction Type.
• reference-id: Unique identifier for the Transaction

To learn more about integration via Transactions, review methods.