1
Retrieve the session token
- The session token is retrieved from the SDK Init API which can be accessed using client credentials
2
Call the user/data API
- Use the session token to call the User Data API
- The User Data API will show if the user is a new user or an existing one
- If the user is new, Onboarding WebRD can be initialized
- If the user is an existing one, the client’s portfolio will be shown
3
Onboarding Flow
- The PFM WebRD is initialized using the onboarding URL received from the Onboarding Init API
- On the initialisation of the onboarding flow, the user can go through the desired AA journey
4
Client Portfolio Page
- User completes the AA flow, approves/rejects consent, and returns to client’s configured redirection url (mostly the dashboard)
- The User Data API is called and the user’s data and the status of data is provided