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v51

latestOpenAPI 3.0.0raw.githubusercontent.com2026-07-313352,3122.9 MB
plaid

Update an entity screening

Update an entity watchlist screening.

post/watchlist_screening/entity/update

Request body

entity_watchlist_screening_idstring required

ID of the associated entity screening.

assigneestring

ID of the associated user. To retrieve the email address or other details of the person corresponding to this ID, use /dashboard_user/get.

status'rejected' | 'pending_review' | 'cleared'

A status enum indicating whether a screening is still pending review, has been rejected, or has been cleared.

client_user_idstring

A unique ID that identifies the end user in your system. Either a user_id or the client_user_id must be provided. This ID can also be used to associate user-specific data from other Plaid products. Financial Account Matching requires this field and the /link/token/create client_user_id to be consistent. Personally identifiable information, such as an email address or phone number, should not be used in the client_user_id.

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

reset_fieldsWatchlistScreeningEntityUpdateRequestResettableField[] nullable

A list of fields to reset back to null

Example request

{
  "entity_watchlist_screening_id": "entscr_52xR9LKo77r1Np",
  "search_terms": {
    "entity_watchlist_program_id": "entprg_2eRPsDnL66rZ7H",
    "legal_name": "Al-Qaida",
    "document_number": "C31195855",
    "email_address": "user@example.com",
    "country": "US",
    "phone_number": "+14025671234",
    "url": "https://example.com"
  },
  "assignee": "54350110fedcbaf01234ffee",
  "status": "cleared",
  "client_user_id": "your-db-id-3b24110"
}

Response

OK

idstring required

ID of the associated entity screening.

assigneestring nullable required

ID of the associated user. To retrieve the email address or other details of the person corresponding to this ID, use /dashboard_user/get.

status'rejected' | 'pending_review' | 'cleared' required

A status enum indicating whether a screening is still pending review, has been rejected, or has been cleared.

client_user_idstring nullable required

A unique ID that identifies the end user in your system. Either a user_id or the client_user_id must be provided. This ID can also be used to associate user-specific data from other Plaid products. Financial Account Matching requires this field and the /link/token/create client_user_id to be consistent. Personally identifiable information, such as an email address or phone number, should not be used in the client_user_id.

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.

Example response

{
  "id": "entscr_52xR9LKo77r1Np",
  "search_terms": {
    "entity_watchlist_program_id": "entprg_2eRPsDnL66rZ7H",
    "legal_name": "Al-Qaida",
    "document_number": "C31195855",
    "email_address": "user@example.com",
    "country": "US",
    "phone_number": "+14025671234",
    "url": "https://example.com",
    "version": 1
  },
  "assignee": "54350110fedcbaf01234ffee",
  "status": "cleared",
  "client_user_id": "your-db-id-3b24110",
  "audit_trail": {
    "dashboard_user_id": "54350110fedcbaf01234ffee",
    "timestamp": "2020-07-24T03:26:02Z"
  }
}