Onboarding
The Onboarding components allow an end-user to complete end-to-end onboarding to the Upward Platform.
There are two separate onboarding flows:
- Card Onboarding — for end-users applying for a Card program.
- CBaaS Onboarding — for end-users onboarding to Credit Builder as a Service.
Onboarding Steps
1. Create Consumer
Partners must create a consumer via the Create Consumer API before loading the onboarding components. The onboarding UI component will be prefilled with the data provided.
2. Authentication
Both onboarding components require a JWT with specific scopes.
Required Scopes
-
Card Onboarding:
api:card-management:read
,api:lending:write
,ui:client-onboarding
-
CBaaS Onboarding:
ui:client-onboarding
,api:consumer-profile:read
,api:trade-line:read
See Auth API
3. Load Upward UI Component
At this step, load the correct component based on the flow:
Parameters
Card Onboarding Component
- Component URL:
https://component-embedded-sandbox.upwardli.com/en/onboarding/card-product/?access_token=&pcid=