Direct‌ ‌user‌ ‌registration‌

Updated on 30 Apr 2020

Description

A User or External Entity on behalf of a User with role permission USER_MANAGER will go through all steps of Authorization” Use Case, and then send a request to endpoint for direct user registration.

Notes:

To be registered, the new person who wants to use the System Operator services must provide an email address, which will be used as User ID.

The response to the Endpoint is sent to the User (USER_MANAGER ) who made the request.

At the same time an email is sent to the provided email address with all necessary information to add a new person to the system.

Actors

  1. External Entity that can interact with System Operator API acting as a registered System Operator User with permissions: USER_MANAGER, e.g. head of compliance, administrator, financial specialist, compliance manager, customer support manager, payroll manager or CFO.
  2. System Operator running “SDK.Finance” software and exposing the portfolio of financial APIs.
  3. Email service provider

Preconditions

  1. User must have a System Operator profile with sufficient access privileges.

Basic Flow

By default, this flow assumes that External Entity sends Requests to System Operator Endpoints and System Operator sends back Responses to External Entity.

  1. Perform all steps of Use Case “Authentication”.
  2. External Entity sends a request to Endpoint “Direct registration”.

API endpoint: https://sdkfinance.app/api/ui/#!/User_registration_as_supervisor/createUser

Request body example:

{

 "login": "individual_01@abc.com",

 "role": "individual"

}
  1. System Operator returns created User information to External Entity. (See Result example below)
  2. System Operator sends an email message to the new User with all needed information to enter the System.

Optional Flow with Web Browser UI

  1. Perform all steps of Use Case “Authentication”.
  2. A user sends a request to Endpoint “Direct registration”.

API endpoint: https://sdkfinance.app/api/ui/#!/User_registration_as_supervisor/createUser

Request body example:

{

 "login": "individual_01@abc.com",

 "role": "individual"

}
  1. System Operator returns created User information to External Entity. (See Result example below)
  2. System Operator sends an email message to the new User with all needed information to enter the System.

Post Conditions

User information, e.g. a valid email address, is available.

Response example:

{

 "status": "ok",

 "message": "processed successfully",

 "action": "EMAIL_SENT",

 "login": "individual_01@abc.com",

 "password": "C!$KBAC:"

}

Email example:

You have successfully registered

Dear user!

Log in to your account, click on the link https://sandbox.sdk.finance

Username : individual_01@abc.com

Password : C!$KBAC:

In the case of an erroneous request, please ignore this email

Sincerely, SDK.finance customer support