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Workflows

Each workflow on these pages shows one end-to-end journey through your integration, color-coded by who does what: your end-user-facing UX, your backend, and the relay APIs. Every diagram is numbered, and the steps below it link to the exact endpoint reference pages you'll implement against. Hover over any diagram for an expand button with zoom controls.

Authentication

WorkflowWhat it covers
End User AuthenticationAn agent or organization registers and authenticates through your application
Consumer AuthenticationA renter registers, authenticates, pays via Stripe Checkout, and receives reports
Authentication w/ OTP Step UpHandling a one-time-password challenge when authentication isn't immediately accepted
Authentication w/ KBA Step UpHandling knowledge-based authentication questions (organizations always step up to KBA)
End User Re-AuthenticationRe-authenticating an agent whose 365-day authentication has lapsed

Report sharing

WorkflowWhat it covers
Consent to Share ReportA consumer consents to share their report with an end user
Revoke Consent to Share ReportA consumer revokes a previously granted share
End User View Shared ReportAn end user retrieves a report a consumer shared with them

Reports

WorkflowWhat it covers
Consumer View Requested ReportA consumer retrieves and views their own report