Is the issue with KBA activation through DOCUSIGN API resolved?

Question

I am facing issue while trying to enable "ID Check $" through docusign Rest API.

I could see there were lot of work arounds provided. Still following I am not successful.

It would be great if someone can comment if the issue with KBA is still there or any sample code for REST JSON would be greatly appreciated.

Due to this I am thinking of TWO templates one with KBA enabled and other without. So I can take a decision to use the template based on my business rule

Appreciate your time

The following way of creating the envelope did not result in KBA to the signer

{
    "accountId": "YYY",
    "templateId":"ZZZ",
    "status": "SENT",
    "templateRoles": [
        {
            "name": "AAA",
            "roleName": "CCC",
            "email": "test@test.com",
            "tabs": {
                "textTabs": [],
                "checkBoxTabs": [],
                "emailTabs": [],
                "dateTabs": [],
            }
        },
        {
            "name": "BBB",
            "roleName": "DDD",
            "email": "example@example.com",
            "accessCode": "A380",
            "requireIdLookup": "true",
            "idCheckConfigurationName": "ID Check $",           
            "tabs": {
                "textTabs": [],
                "checkBoxTabs": [],
                "emailTabs": [],
                "dateTabs": []
            }
        }
    ]
}

Answer 1

If you're creating an Envelope using a DocuSign Template, and want to sometimes require ID Check authentication and other times not, the way you can accomplish this is to use Composite Templates in your Create Envelope API call.

In your template (i.e., via the DocuSign UI), don't select any form of advanced recipient authentication (i.e., simply set Identify = "Email").

Then, to create an envelope using the template via the API, and specify ID Check as the recipient authentication method, the Create Envelope request would look like this:

POST https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes

{
"emailSubject": "Please sign",
"emailBlurb": "Please sign...thanks!",
"status": "sent",
"compositeTemplates": [
    {
        "serverTemplates": [
            {
                "sequence": 1,
                "templateId": "YOUR_TEMPLATE_ID"
            }
        ],
        "inlineTemplates": [
            {
                "sequence": 2,
                "recipients": {
                    "signers": [
                        {
                            "email": "sallysemail@test.com",
                            "name": "Sally Adamson",
                            "recipientId": "1",
                            "roleName": "Signer1",
                            "requireIdLookup": "true",
                            "idCheckConfigurationName": "ID Check $"
                        }
                    ]
                }
            }
        ]
    }
]
}

The request for creating an envelope (using the same template) that does NOT require any advanced form of recipient authentication would look identical to the request above -- except that it would NOT include the requireIdLookup property or the idCheckConfigurationName property.