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Credit profile widget

Help users improve their finanical health with credit profile information directly from your website.

Example banner

The widget is responsive to adapt to the space you assign.

Pre-requisites​

To successfully show a widget, the company must be a limited company and have a valid Companies House number.

Therefore it's recommended only show the widget if you have a valid Companies House number.

Examples​

SizeMin widthExample
Small320pxExample banner
Medium740pxExample banner
Large1024pxExample banner

Environments​

EnvironmentBase URLDescription
Demohttps://demo.capitalise.comGet started with test credentials and life-like data
Productionhttps://capitalise.comLaunch your app with unlimited live credentials

For account setup, please contact our Commercial Director Olly Cummings at olly@capitalise.com.

Important
  • Data and credentials (e.g. Logins, API Key, API Token) CANNOT be moved between Production and Demo
  • Always double check if you've got the right credentials configured before production release

Setup your account for Capitalise.com​

Once you've signed MOU, your Partner Manager will send the invite so that you can complete the registration. If in doubt, please reach out to your Partner Manager.

Sever-side​

On the server-side, you will be calling two sets of APIs:

APIBase PathDescription
Platform V1/api/platform/v1Generating API Key that unique identifies your application
Marketplace V2/api/marketplace/v2The suite of APIs to create tenants, set up profile and get credit profile

Generate API key​

Generate a platform access token using your environment login to Capitalise.com.

Request
curl --location --request POST 'https://demo.capitalise.com/api/platform/v1/auth/login' \
--header 'Content-Type: application/json' \
--data-raw '{
  "email": "YOUR_EMAIL",
  "password": "YOUR_PASSWORD"
}'

Upon Successful 200, you will get the access_token in the response.

Response
{
    "access_token": "eyJhbGciOiJSUz...",
    "expires_in": 86400,
    "scope": "read:current_user update:current_user_metadata delete:current_user_metadata create:current_user_metadata create:current_user_device_credentials delete:current_user_device_credentials update:current_user_identities",
    "token_type": "Bearer"
}

You can use this access_token to generate an API key for your application.

Request
curl --location --request POST 'https://demo.capitalise.com/api/platform/v1/api-key' \
--header 'Authorization: Bearer eyJhbGciOiJSUz...' \
--header 'Content-Type: application/json' \
--data-raw '{
    "name": "YOUR_API_KEY_NAME",
    "scopes": [
        "profile:multiples",
        "profile:read",
        "profile:write",
        "questionnaire:read",
        "questionnaire:write",
        "funding:read",
        "funding:write",
        "insights:read",
        "scoring:read",
        "offline_access"
    ],
}'

Upon Successful 200, you will get your API Key in the response.

Response
{
  "key": "e6b6fefbd0c0762ab707c211923781985651a47ad323b0faec1d5ed58996026e40"
}
caution

Please securely store your API key and do not share your with anyone as it's your credential to access Capitalise

Generate Marketplace master access token​

To generate your API Key, you would need to use the platform access_token as your bearer token.

Request
curl --location --request POST 'https://demo.capitalise.com/api/platform/v1/api-key' \
--header 'Authorization: Bearer eyJhbG...{{PLATFORM_ACCESS_TOKEN}}...puwv4f2KGadrMwq681u_RQ' \
--header 'Content-Type: application/json' \
--data-raw '{
    "name": "Widget testing", # This string needs to be unique
    "scopes": [
        "profile:multiples",
        "profile:read",
        "profile:write",
        "questionnaire:read",
        "questionnaire:write",
        "funding:read",
        "funding:write",
        "insights:read",
        "scoring:read",
        "offline_access"
    ],
    "expiresAt": "2022-07-26T13:29:11.631Z"
}'

Now we move onto Marketplace APIs to generate master access token. You will need to use your API Key to do this.

Request
curl --location --request POST 'https://bravo.dev.capitalise.com/api/marketplace/v2/auth/authorize' \
--header 'X-API-Key: e6b6fefbd0c0762ab707c211923781b86f51a47ad323b0faec1d5ed58996026e40'

Upon Successful 201, you will get two Marketplace tokens:

  • access_token: This is the token that you will use to access the Marketplace API. It will expire in 10 hours. You can use this token to access /tenants; but it will not be able to acccess /profile.
  • refresh_token: This is the token that allow you refresh your access_token without using an API Key for extra security. This token will be expired once you've used it to refresh `access_token.
Response
{
  "access_token": "eyJhbGciO...{{MARKETPLACE_MASTER_ACCESS_TOKEN}}...V0GiDrY9sVzbZjQMDc1znR77Q",
  "expires_in": 36000,
  "refresh_token": "eyJhbGciO...{{MARKETPLACE_MASTER_REFRESH_TOKEN}}...zfoV3Ek3RxZZOSIl_IvULkIA",
  "scope": "profile:multiples profile:read profile:write questionnaire:read questionnaire:write funding:read funding:write insights:read scoring:read offline_access",
  "token_type": "Bearer"
}

Create a tenant​

Now we move onto Marketplace APIs to generate master access token. You will need to use your API Key to do this.

Request
curl --location --request POST 'https://demo.capitalise.com/api/marketplace/v2/tenants' \
--header 'Authorization: Bearer eyJhbGciO...{{MARKETPLACE_MASTER_ACCESS_TOKEN}}...V0GiDrY9sVzbZjQMDc1znR77Q' \
--header 'Content-Type: application/json' \
--data-raw '{
    "referenceId": "Unique Tenant ID" # Optional but recommended - needs to be unique
}'

Upon Successful 201, you will get the tenant ID.

Response
{
  "id": "5ccaa9ba-e3d4-4c1b-865a-26ac02c2717d",
  "referenceId": "Unique Tenant ID",
  "createdDateTime": "2022-04-25T00:16:28.000Z",
  "updatedDateTime": "2022-04-25T00:16:28.000Z"
}

Genenrate tenant access token​

Once a tenant is created, you can generate a tenant access token to manage the tenant.

Request
curl --location --request POST 'https://demo.capitalise.com/api/marketplace/v2/auth/tenants/authorize' \
--header 'Capitalise-tenant-id: 5ccaa9ba-e3d4-4c1b-865a-26ac02c2717d' \
--header 'Authorization: Bearer eyJhbGciO...{{MARKETPLACE_MASTER_ACCESS_TOKEN}}...3Fj_LK_-V0GiDrY9sVzbZjQMDc1znR77Q'

Upon Successful 201, you will get the tenant access_token.

Response
{
  "access_token": "eyJhbGciOi...{{MARKETPLACE_TENANT_ACCESS_TOKEN}}...tRtpiO1aayuWslZ3_ssOQ5rxqGOYZQooBDICrJGVHcF2gg",
  "expires_in": 36000,
  "scope": "profile:read profile:write sign_up",
  "token_type": "Bearer"
}

Set up profile​

Now you can set up the profile for the tenant. The widget only need a valid Companies House number.

Request
curl --location --request POST 'https://demo.capitalise.com/api/marketplace/v2/profile' \
--header 'Authorization: Bearer eyJhbGciOi...{{MARKETPLACE_TENANT_ACCESS_TOKEN}}...tRtpiO1aayuWslZ3_ssOQ5rxqGOYZQooBDICrJGVHcF2gg' \
--header 'Content-Type: application/json' \
--data-raw '{
    "companyInformation": {
        "registrationNumber": "11391321"
    }
}'

If you get a 201 Successful response, it means you've set up the profile correctly for the tenant.

Client-side (mobile app or webapp)​

Now the exciting part - we will show the widget on the client-side so your end-user can see the credit profile at your site.

Embed widget using JavaScript​

By using JavaScript, you will be able to catch erros from the UI.

Add the following script before </body> tag. The script will look for the element with class name capFundingSearch and will create the widget within the element.

<script>
  !(function (e, t, n, i, a, c, s) {
    (e[(a = a || "capitalise")] =
      e[a] ||
      function () {
        (e[a].q = e[a].q || []).push(arguments);
      }),
      (e[a].l = 1 * new Date()),
      (c = t.createElement(n)),
      (s = t.getElementsByTagName(n)[0]),
      (c.id = a),
      (c.src = "https://demo.capitalise.com/app/ui/widget/widget.js"),
      (c.async = 1),
      s.parentNode.insertBefore(c, s);
  })(window, document, "script");
  capitalise("init", {
    element: ".capFundingSearch",
    accessToken: "REPLACE_WITH_TENANT_ACCESS_TOKEN",
    onError: console.error,
  });
</script>

Create an empty div with capitalise class at the place you want to show the widget.

<div class="capFundingSearch"></div>

Embed widget using iframe​

Alternatively, you can embed the widget using an iframe. The implementation is simplerl; but you won't be able to catch errors from the UI.

Insert the following code into your website and replace TENANT_ACCESS_TOKEN with your tenant access token. Also, change the height and width to match your needs.

<iframe
  src="https://demo.capitalise.com/app/ui/widget/embed.html?accessToken=REPLACE_WITH_MARKETPLACE_TENANT_ACCESS_TOKEN"
  height="320px"
  width="100%"
  title="Credit profile"
  frameborder="0"
  scrolling="no" />

High-level sequence diagram​