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v1

latestOpenAPI 3.0.02026-07-224537337.5 KB

Create a Business Representative

Create a new business representative for a customer.

post/v2/business-representative

Request body

customerIdstring required

The ID of the business customer this representative belongs to.

type'individual' required

The type of the business representative. Must be "individual".

emailstring email required

The email address of the business representative.

phonestring required

The phone number of the business representative.

firstNamestring

The business representative's legal first name.

lastNamestring

The business representative's legal last name.

middleNamestring

The business representative's legal middle name.

dateOfBirthstring

The business representative's date of birth in YYYY-MM-DD format.

Example request

{
  "customerId": "customer_2f283221a9d44ada800ac7f11f640402",
  "type": "individual",
  "email": "james.wilson@acmecorp.example.com",
  "phone": "+13125559876",
  "firstName": "Carlos",
  "lastName": "Souza",
  "middleName": "Carlos",
  "dateOfBirth": "1990-01-15",
  "address": {
    "line1": "233 South Wacker Drive",
    "line2": "Suite 4700",
    "city": "Chicago",
    "state": "IL",
    "postalCode": "60606",
    "country": "USA"
  },
  "personalInformation": {
    "taxIdentificationNumber": "123456789",
    "taxIdentificationNumberType": "ssn",
    "taxIdentificationNumberCountry": "USA",
    "accountPurpose": "receive_salary",
    "gender": "male",
    "countryOfBirth": "USA",
    "nationality": "USA",
    "occupationSocCode": "15-1132",
    "residencyCountry": "USA",
    "sourceOfFunds": "salary"
  },
  "representationDetails": {
    "roles": [
      "ubo"
    ],
    "ownershipPercentage": "50",
    "isControlPerson": true,
    "isSigner": true,
    "relationshipEstablishedAt": "2020-03-15",
    "title": "CEO"
  }
}

Response

idstring required

Business Representative ID

customerIdstring required

Customer ID

type'individual' required

Customer type

emailstring

Email address

phonestring

Phone number

createdAtstring required

The date and time the business representative was created.

updatedAtstring required

The date and time the business representative was last updated.

Example response

{
  "id": "associatedPerson_d972d2f70b9f4d3c8d7cfb32593f395b",
  "customerId": "customer_2f283221a9d44ada800ac7f11f640402",
  "type": "individual",
  "email": "james.wilson@acmecorp.example.com",
  "phone": "+13125559876",
  "representationDetails": {
    "roles": [
      "ubo"
    ],
    "ownershipPercentage": "50",
    "isControlPerson": true,
    "isSigner": true,
    "relationshipEstablishedAt": "2020-03-15",
    "title": "CEO"
  },
  "verificationProfiles": [
    {
      "name": "ubo_kyc_profile_a",
      "status": "incomplete",
      "criteria": {
        "complete": [
          "email_address",
          "phone_number",
          "residential_address",
          "tax_identification_number",
          "ownership_percentage",
          "is_control_person",
          "is_signer",
          "relationship_established_at",
          "title"
        ],
        "pending": [],
        "required": [
          "identity_document",
          "liveness_report_document",
          "proof_of_address_document"
        ],
        "errors": []
      }
    }
  ],
  "createdAt": "2026-03-10T00:00:08.986Z",
  "updatedAt": "2026-03-10T00:00:08.986Z"
}