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Clarify that managed profiles are optional and document the browser origin allowlist - #1367

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Sep 8, 2026
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Clarify that managed profiles are optional and document the browser origin allowlist#1367
ebma merged 2 commits into
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docs/api-integration-clarifications

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@ebma ebma commented Sep 8, 2026

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A coding agent building against the published docs concluded that Managed Profiles are a prerequisite for a custom UI and API-driven onboarding. They are not. This clarifies that branch and documents the browser origin allowlist, which the docs never mentioned at all.

Managed profiles are an opt-in branch

The docs supported both ownership models but never named the choice, and three places implied managed profiles were mandatory.

  • Custom UI Integration — new "Decide Your Profile Model First" section: standalone vs managed in a two-row table, stating that the interface you build and the profile-ownership model are independent choices.
  • AI Agent Integration — Section H now opens with the same two-model branch before the three-part contract. H.1 is renamed to "Optional: Platform-Controlled Onboarding With Managed Profiles" and opens conditionally ("If your platform must create and control headless customers…") instead of declaratively.
  • Overview — the Next Steps link label is now "Platform-controlled headless customer profiles", not "Onboarding and ramping for your own customers".
  • Managed Profiles — the counter-branch is stated on that page too, since an agent can land there directly.

Each mention also carries the corridor fact that decides it: EUR flows are bound to a verified login email, so EUR is standalone-only.

Browser origin allowlist

Browser integrations fail at the CORS preflight until Vortex adds their exact origin to the allowlist. The docs mentioned the internal BROWSER_SDK_ORIGINS env var in passing, which is not actionable for a partner, and never said how to get an origin added.

New "Browser Origin Approval" section in Authentication And API Keys covers what it applies to (the SDK browser build, a fetch from a partner front end, POST /v1/session/create called from page code; server-to-server unaffected), that entries are exact-match with wildcards never accepted, and that approval is requested by emailing support@vortexfinance.co with each exact origin and its environment. Pointers from Overview, Quick Start, AI Agent Integration section B, the Widget "when to use" table, and a Production Checklist item.

Notes

  • Docs only — no code or API behavior changes.
  • bun run docs:api:check passes; the seo blocks in apidog/page-manifest.json were updated for the two pages whose summaries changed.
  • Markdown pages are manual-import, so these need pasting into Apidog when published.

ebma added 2 commits September 8, 2026 11:32
Agents reading the docs inferred that a custom UI or API-driven onboarding requires managed profiles. State the standalone-profile alternative where that inference happens.
Browser integrations fail at the CORS preflight until Vortex adds their exact origin, and the docs never said how to get one added.
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@ebma
ebma merged commit 3f6de36 into staging Sep 8, 2026
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ebma deleted the docs/api-integration-clarifications branch September 8, 2026 09:45
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