Entity
Entity Management
>
API Reference
>
v1
>
Entity
openapi: 3.0.3
info:
title: Entity Services
version: v1
description: Services related to an Entity and it's Relationships.
contact:
name: Entity Services
url: 'https://www.jackhenry.com/'
email: DC-Operations@jackhenry.com
servers:
- url: 'http://jx-r.jhacorp.com'
description: This is the URL for the corporate test server.
tags:
- name: Entities
description: Entity is a representation of any legal identity.
- name: Addresses
description: Addresses for an Entity.
- name: Phone Numbers
description: Phone Numbers for an Entity.
- name: Digital Contact Points
description: Digital Contact Points for an Entity.
- name: Identifications
description: Forms of Identification for an Entity.
- name: Privacy Opt Outs
description: Privacy Opt Out choices for an Entity.
- name: Affiliate Opt Outs
description: Affiliate Opt Out choices for an Entity.
- name: Employments
description: Employments for an Entity.
- name: Tax Id Number
description: The Entity's Tax Id Number
- name: Foreign Tax Id Number
description: The Entity's Foreign Tax Id Number
- name: Reports
description: Generate and download reports for Entities.
- name: Notices
description: Generate and download Notices for Entities.
- name: Abilities
description: Retrieve user specific Abilities for Entity Services.
- name: Entitlements
description: Retrieve user specific Entitlements for Entity Services.
- name: Relationships
description: >-
A Relationships describes an Entity-to-Entity association regarding a
specific asset.
- name: Relationship Types
description: The types of Relationships allowed by an Institution.
- name: Address Labels
description: Address Labels allowed by an Institution.
- name: Affiliate Opt Out Exception Reasons
description: Affiliate Opt Out Exception Reasons allowed by an Institution.
- name: Affiliate Opt Out Types
description: Affiliate Opt Out Types allowed by an Institution.
- name: Digital Contact Point Labels
description: Digital Contact Point Labels allowed by an Institution.
- name: Disabilities
description: Disabilities allowed by an Institution.
- name: Entity Settings
description: Entity Setting configuration for an Institution.
- name: Entity Sub Types
description: Entity Sub Types allowed by an Institution.
- name: Ethnicities
description: Ethnicities allowed by an Institution.
- name: Genders
description: Genders allowed by an Institution.
- name: Identification Types
description: Identification Types allowed by an Institution.
- name: Income Levels
description: Income Levels allowed by an Institution.
- name: Insider Roles
description: Insider Roles allowed by an Institution.
- name: Legal Entity Exclusion Reasons
description: Legal Entity Exclusion Reasons allowed by an Institution.
- name: Phone Labels
description: Phone Labels allowed by an Institution.
- name: Phone Settings
description: Phone Settings configurations for an Institution.
- name: Pronouns
description: Pronouns allowed by an Institution.
- name: Privacy Opt Out Types
description: Privacy Opt Out Types allowed by an Institution.
- name: Races
description: Races allowed by an Institution.
- name: Tax Id Types
description: Tax Identification Types allowed by an Institution.
- name: Chapter Exemptions
description: Chapter Exemptions defined by the IRS.
- name: Chapter Statuses
description: Chapter Statuses defined by the IRS.
- name: W8 Types
description: W8 Types defined by the IRS.
- name: Settings
description: Get All Settings in one end point.
- name: Country Codes
description: Countries with ISO 3166 codes.
- name: State Codes
description: US States with ISO 3166 and FIPS codes.
- name: County Codes
description: US Counties with FIPS codes.
- name: Aggregate Relationship Search
description: 'Entity, Relationship, Account, and Balance search'
- name: Profile Image Service
description: Profile Image Service
paths:
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities':
post:
operationId: createEntity
tags:
- Entities
description: Method to add an Entity resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: X-Override-Duplicate-Tax-Id-Number
description: >-
Indicates whether to override duplicate tax ID number check.
Default is false.
in: header
schema:
type: boolean
default: false
requestBody:
description: Entity resource to be created.
content:
application/json:
schema:
required:
- addresses
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is
true, this property must have an Id value.
The entity subtype must also be valid for the entity
type based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with
the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the
country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of
Individual or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
militaryInformation:
allOf:
- type: object
description: >-
The military information associated with this
entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of
this entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: >-
This is the date active duty status was
verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active
duty status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from
active duty status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity`
is set to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country
code that should be present in `CountryCode`
settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to
categorize the commercial entity based on primary
economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of
a commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD
is the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
addresses:
type: array
description: >
An array of addresses for the entity.
To create an entity, at least one address is required in
the addresses list, and one of the addresses must be a
mailing address.
More than one Tax Address or Mailing Address is not
allowed.
nullable: false
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
For US addresses, it will be validated against
a valid ISO 3166-2 code.
For non-US addresses, it will not be
validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US
addresses only.
If the state value is provided, this attribute
value must be valid for the state as per the
state's FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US'
if not provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the
default "US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which
the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a
multi-line phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >
International country code with omitted
prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
isPreferredContactText:
type: boolean
description: >
Indicates the Phone Number is the preferred method
for text communication to be used for the Entity.
This property is only available when creating an
Entity.
Only one Phone Number can be preferred text.
isPreferredContactVoice:
type: boolean
description: >
Indicates the Phone Number is the preferred method
for voice communication to be used for the Entity.
This property is only available when creating an
Entity.
Only one Phone Number can be preferred voice.
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
required:
- id
description: >-
The Id must be a valid Digital Contact Label
Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
isPreferredContactEmail:
type: boolean
description: >
Indicates the Digital Contact Point is the
preferred email address to be used for the Entity.
This property is only available when creating an
Entity.
The Digital Contact Point Type must be "Email" and
only one email address can be preferred.
identifications:
type: array
description: >
An array of Identification related information used to
verify an entity's identity.
Duplicate values are not allowed in the list.
It must not be empty when `IsIdentificationMandatory` of
`EntitySettings` is true.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued
the identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: |
An array of Privacy Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the
default value of `PrivacyOptOutType` settings.
If the value is true and
`PrivacyOptOutType.NoOptOut` settings is true,
it will return an error indicating the `Opt out
type` cannot be opted out of.
type: boolean
affiliateOptOuts:
type: array
description: |
An array of Affiliate Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the
default value of `AffiliateOptOutType` settings.
If the value is true and
`AffiliateOptOutType.NoOptOut` settings is true,
it will return an error indicating the `Opt out
type` cannot be opted out of.
type: boolean
exceptionReason:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of
the employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities-search':
post:
tags:
- Entities
description: Method to search for one or more Entity resources.
operationId: searchEntity
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
schema:
type: string
default: '0'
- schema:
type: string
default: '50'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: includeTotals
in: query
description: Total related accounts returned.
schema:
type: boolean
default: false
requestBody:
description: Search parameters for Entity.
content:
application/json:
schema:
type: object
description: >
This element is used to search for an Entity using different
address components such as
Name, Tax Id Number, Phone Number, Digital Contact Point and
Address.
Atleast one of `taxIdNumber`, `phoneNumber`,
`digitalContactPoint`, `address` or `name` element must contain
a value.
properties:
taxIdNumber:
type: string
description: >
This element identifies the value used to search for an
Entity by Tax Id Number.
Matching Entities Tax Id Number Identifiers must contain
value presented.
It must contain only numeric characters.
nullable: true
minLength: 3
name:
type: string
description: >
This element identifies the value used to search for an
Entity by name.
All name fields identified in `nameSearchFields` element
will be searched.
nullable: true
minLength: 3
phoneNumber:
type: string
description: >
This element identifies the value used to search for an
Entity by Phone Number.
Matching Entities Phone Numbers must contain value
presented.
Must be a numeric value.
nullable: true
minLength: 3
digitalContactPoint:
type: string
description: >
This element identifies the value used to search for an
Entity by Digital Contact Point.
Matching Entities Digital Contact Point Identifiers must
contain value presented.
nullable: true
minLength: 3
address:
type: string
description: >
This element is used to search for an Entity using different
address components.
Accepts any alphanumeric value. String separators will be
stripped out and not included with search terms.
nullable: true
minLength: 3
maxLength: 1024
responses:
'200':
description: Successful search.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listEntitySearch
tags:
- Entities
description: >-
Method to retrieve an array of Entity resources from query parameters
containing Entity unique identifiers.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityIds
in: query
description: Identifies the Entities to list.
schema:
type: array
items:
type: string
format: uuid
- name: includeTotals
in: query
description: Total related accounts returned.
schema:
type: boolean
default: false
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities-search-autocomplete':
get:
tags:
- Entities
description: >
Method to search for entity names based on the name query parameter.
Returns best-matching entity names based on full or partial text
matches.
At least 3 characters must be provided in the name parameter to return
results.
Queries with fewer than 3 characters will not return any entity names.
The number of returned entity names is controlled by the count
parameter:
- If count is not provided, returns default 20 matching entity names.
- If count is less than 5, minimum of 5 entity names will be returned.
- Maximum of 100 entity names can be returned regardless of count value.
operationId: searchEntitiesAutoComplete
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: name
in: query
description: >
Partial entity name used for autocomplete search functionality.
Returns matching entity names that contain or start with the
provided value.
At least 3 characters must be provided to return results.
Queries with fewer than 3 characters will not return any entities.
schema:
type: string
- description: >
The count of records requested. The server may limit the number of
records returned in a single response.
If the count is not provided, the server will return 20 (default)
records.
If the count is less than 5, it will be set to 5.
If the count is greater than 100, it will be set to 100.
schema:
type: integer
default: 20
maximum: 100
name: count
in: query
required: false
example: '?count=100'
responses:
'200':
description: Successful search.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
name:
type: string
description: The name of the entity.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities-semantic-search':
get:
tags:
- Entities
description: >
Method to search for entities based on the provided semantic text, which
will be interpreted by AI to return entity responses.
The search text may include a name, address, tax ID number, phone
number, email address, or any digital contact point details.
operationId: semanticSearchEntities
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: name
in: query
description: >
Partial entity name used for autocomplete search functionality.
Returns matching entity names that contain or start with the
provided value.
At least 3 characters must be provided to return results.
Queries with fewer than 3 characters will not return any entities.
schema:
type: string
- description: >
The count of records requested. The server may limit the number of
records returned in a single response.
If the count is not provided, the server will return 20 (default)
records.
If the count is less than 5, it will be set to 5.
If the count is greater than 100, it will be set to 100.
schema:
type: integer
default: 20
maximum: 100
name: count
in: query
required: false
example: '?count=100'
requestBody:
description: Search parameters for Entity.
content:
application/json:
schema:
type: object
description: >
Perform a Semantic Search using natural language processing to
find relevant Entities.
properties:
semanticSearchText:
type: string
description: >-
The text input used to perform the semantic search for
entities.
minLength: 3
responses:
'200':
description: Successful search.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{id}':
get:
operationId: getEntity
tags:
- Entities
description: Method to retrieve an Entity resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with
the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the country
of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of Individual
or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
militaryInformation:
type: object
description: The military information associated with this entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of this
entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: This is the date active duty status was verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active duty
status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from active
duty status.
nullable: true
nullable: true
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
numeric:
type: string
description: >-
The unique ISO three numeric character code
for the Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: >-
The unique ISO two Alpha character code for
the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for
the Country. Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
chapterStatus:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
foreignCertificationInformation:
type: object
properties:
w8Type:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
preferredContactVoiceId:
type: string
description: >
The Id of the preferred phone number for voice calls.
The value must reference an existing Phone Number for the
Entity.
nullable: true
format: uuid
preferredContactTextId:
type: string
description: >
The Id of the preferred phone number for text messages.
The value must reference an existing Phone Number for the
Entity.
nullable: true
format: uuid
preferredContactEmailId:
type: string
description: >
The Id of the preferred contact method for emails.
The value must reference an existing Digital Contact Point
of Type 'Email' for the Entity.
nullable: true
format: uuid
taxAddressId:
type: string
description: The Id of the tax address.
nullable: true
format: uuid
mailingAddressId:
type: string
description: The Id of the mailing address.
nullable: true
format: uuid
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to categorize
the commercial entity based on primary economic
activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of a
commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
addresses:
type: array
description: An array of addresses for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have
at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
Must use the unique ISO Alpha two character
state (region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match
the state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which the
Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
identifications:
type: array
description: >-
An array of Identification related information used to
verify an entity's identity.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: An array of Privacy Opt Out options.
nullable: true
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
affiliateOptOuts:
type: array
description: An array of Affiliate Opt Out options.
nullable: true
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: >
The date when the Opt Out Exception takes
effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceEntity
tags:
- Entities
description: Method to update an Entity resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: X-Override-Duplicate-Tax-Id-Number
description: >-
Indicates whether to override duplicate tax ID number check.
Default is false.
in: header
schema:
type: boolean
default: false
requestBody:
description: Entity resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is
true, this property must have an Id value.
The entity subtype must also be valid for the entity
type based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with
the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the
country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of
Individual or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
militaryInformation:
allOf:
- type: object
description: >-
The military information associated with this
entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of
this entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: >-
This is the date active duty status was
verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active
duty status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from
active duty status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity`
is set to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country
code that should be present in `CountryCode`
settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to
categorize the commercial entity based on primary
economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of
a commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD
is the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
preferredContactVoiceId:
type: string
description: >
The Id of the preferred phone number for voice calls.
The value must reference an existing Phone Number for
the Entity.
nullable: true
format: uuid
preferredContactTextId:
type: string
description: >
The Id of the preferred phone number for text messages.
The value must reference an existing Phone Number for
the Entity.
nullable: true
format: uuid
preferredContactEmailId:
type: string
description: >
The Id of the preferred contact method for emails.
The value must reference an existing Digital Contact
Point of Type 'Email' for the Entity.
nullable: true
format: uuid
taxAddressId:
type: string
description: The Id of the tax address.
nullable: true
format: uuid
mailingAddressId:
type: string
description: The Id of the mailing address.
nullable: true
format: uuid
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEntity
tags:
- Entities
description: >
Method to delete an Entity resource.
The deletion will only proceed if all associated relationships have been
deleted beforehand.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/mailing-address-change-email-notice':
post:
operationId: addressChangeNewWrittenNotice
tags:
- Notices
description: >
Generates email notices for address changes within the given date range
to be sent to the entity's preferred email address.
An error will be returned if the entity does not have a preferred email
address.
The response will include a list of notification ids which can be used
to monitor the status of the ENS notification.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/mailing-address-change-new-written-notice':
post:
operationId: mailingAddressChangeNewWrittenNotice
tags:
- Notices
description: >
Generates written notices for address changes within the given date
range to be sent to the entity's new address.
The response will include a list of report ids which can be used to
download the generated reports from the
GET
`/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/{id}`
endpoint.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/mailing-address-change-old-written-notice':
post:
operationId: addressChangeOldWrittenNotice
tags:
- Notices
description: >
Generates written notices for address changes within the given date
range to be sent to the entity's old address.
The response will include a list of report ids which can be used to
download the generated reports from the
GET
`/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/{id}`
endpoint.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/mailing-address-change-text-notice':
post:
operationId: mailingAddressChangeTextNotice
tags:
- Notices
description: >
Generates text message notices for address changes within the given date
range to be sent to the entity's preferred text phone number address.
An error will be returned if the entity does not have a preferred email
address.
The response will include a list of notification ids which can be used
to monitor the status of the ENS notification.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/email-change-email-notice':
post:
operationId: emailChangeEmailNotice
tags:
- Notices
description: >
Generates email notices for email changes within the given date range to
be sent to the entity's preferred email address.
An error will be returned if the entity does not have a preferred email
address.
The response will include a list of notification ids which can be used
to monitor the status of the ENS notification.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/email-change-text-notice':
post:
operationId: emailChangeTextNotice
tags:
- Notices
description: >
Generates a text message notices for email changes within the given date
range to be sent to the entity's preferred text number.
An error will be returned if the entity does not have a preferred text
number.
The response will include a list of notification ids which can be used
to monitor the status of the ENS notification.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/email-change-written-notice':
post:
operationId: emailChangeWrittenNotice
tags:
- Notices
description: >
Generates written notices for email changes within the given date range
to be sent to the current mailing address.
The response will include a list of report ids which can be used to
download the generated reports from the
GET
`/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/{id}`
endpoint.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}/notices/w8-expiration-written-notice':
post:
operationId: w8ExpirationWrittenNotice
tags:
- Notices
description: >
Generates written notices for W8 expirations for an Entity to be sent to
the entity's current mailing address.
The response will include a list of report ids which can be used to
download the generated reports from the
GET
`/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/{id}`
endpoint.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/addresses':
post:
operationId: createAddress
tags:
- Addresses
description: Method to add an Address to an Entity.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Address to be created.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid
ISO 3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses only.
If the state value is provided, this attribute value
must be valid for the state as per the state's FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not
provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the default
"US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listAddress
tags:
- Addresses
description: >-
Method to retrieve an array of Address resources by the Entity's unique
identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
addresses:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have
at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
Must use the unique ISO Alpha two character
state (region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match
the state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which the
Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/addresses/{id}':
put:
operationId: replaceAddress
tags:
- Addresses
description: Method to update an Address resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Address resource to be updated.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid
ISO 3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses only.
If the state value is provided, this attribute value
must be valid for the state as per the state's FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not
provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the default
"US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getAddress
tags:
- Addresses
description: Method to retrieve an Address resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at
least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state
(region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the
state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract
in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is
located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in
a qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteAddress
tags:
- Addresses
description: >
Method to delete an Address resource.
Deletion is only allowed if the address is not a tax or mailing
address.
If the address is a tax or mailing address, it must first be replaced
with a new address before deletion.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/addresses/{id}/structured-address':
get:
operationId: getStructuredAddress
tags:
- Addresses
description: >-
Method to retrieve a Structured Address version of an Address, json or
xml
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: accept
description: >-
Indicates whether to return a json or xml response. Default response
type is json.
in: header
schema:
type: string
default: application/json
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
adrTp:
type: string
description: The type of address (structured or hybrid)
nullable: true
bldgNm:
type: string
description: The name of the building
nullable: true
bldgNb:
type: string
description: The number of the building
nullable: true
ctrySubDvsn:
type: string
description: The country subdivision
nullable: true
ctry:
type: string
description: The country
nullable: true
dept:
type: string
description: The department
nullable: true
dstrctNm:
type: string
description: The district name
nullable: true
flr:
type: string
description: The floor
nullable: true
pstBx:
type: string
description: The postbox
nullable: true
pstCd:
type: string
description: The postcode
nullable: true
room:
type: string
description: The room
nullable: true
strtNm:
type: string
description: The street name
nullable: true
subDept:
type: string
description: The sub department
nullable: true
twnLctnNm:
type: string
description: The town location name
nullable: true
twnNm:
type: string
description: The town name
nullable: true
application/xml:
schema:
type: object
required:
- details
properties:
adrTp:
type: string
description: The type of address (structured or hybrid)
nullable: true
bldgNm:
type: string
description: The name of the building
nullable: true
bldgNb:
type: string
description: The number of the building
nullable: true
ctrySubDvsn:
type: string
description: The country subdivision
nullable: true
ctry:
type: string
description: The country
nullable: true
dept:
type: string
description: The department
nullable: true
dstrctNm:
type: string
description: The district name
nullable: true
flr:
type: string
description: The floor
nullable: true
pstBx:
type: string
description: The postbox
nullable: true
pstCd:
type: string
description: The postcode
nullable: true
room:
type: string
description: The room
nullable: true
strtNm:
type: string
description: The street name
nullable: true
subDept:
type: string
description: The sub department
nullable: true
twnLctnNm:
type: string
description: The town location name
nullable: true
twnNm:
type: string
description: The town name
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/digital-contact-points':
post:
operationId: createDigitalContactPoint
tags:
- Digital Contact Points
description: Method to add a digital contact point to an Entity.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The digital contact point to be created.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listDigitalContactPoint
tags:
- Digital Contact Points
description: >-
Method to retrieve an array of Phone Number resources by the Entity's
unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
digitalContactPoints:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/digital-contact-points/{id}':
put:
operationId: replaceDigitalContactPoint
tags:
- Digital Contact Points
description: Method to update a Phone Number resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Phone Number resource to be updated.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getDigitalContactPoint
tags:
- Digital Contact Points
description: Method to retrieve a Phone Number resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteDigitalContactPoint
tags:
- Digital Contact Points
description: >
Method to delete a digital contact point resource.
If the digital contact point to be deleted is a preferred contact email,
it cannot be deleted.
A new preferred contact email must be selected before proceeding with
the deletion.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/phone-numbers':
post:
operationId: createPhoneNumber
tags:
- Phone Numbers
description: Method to add a Phone Number to an Entity.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Phone Number to be created.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line
phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listPhoneNumber
tags:
- Phone Numbers
description: >-
Method to retrieve an array of Phone Number resources by the Entity's
unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
phoneNumbers:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/phone-numbers/{id}':
put:
operationId: replacePhoneNumber
tags:
- Phone Numbers
description: Method to update a Phone Number resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Phone Number resource to be updated.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line
phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getPhoneNumber
tags:
- Phone Numbers
description: Method to retrieve a Phone Number resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deletePhoneNumber
tags:
- Phone Numbers
description: >
Method to delete a Phone Number resource.
If the phone number to be deleted is a preferred contact voice id or
text id, it cannot be deleted.
A new preferred contact voice id or text id must be selected before
proceeding with the deletion.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/identifications':
post:
operationId: createIdentification
tags:
- Identifications
description: Method to add an Identification to an Entity.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Identification to be created.
content:
application/json:
schema:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: |
The Id must be a valid Identification Type Id.
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listIdentification
tags:
- Identifications
description: >-
Method to retrieve an array of Identification resources by the Entity's
unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
identifications:
type: array
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/identifications/{id}':
put:
operationId: replaceIdentification
tags:
- Identifications
description: Method to update an Identification resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Identification resource to be updated.
content:
application/json:
schema:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: |
The Id must be a valid Identification Type Id.
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getIdentification
tags:
- Identifications
description: Method to retrieve an Identification resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteIdentification
tags:
- Identifications
description: >
Method to delete an Identification resource.
If the `IsIdentificationMandatory` is set to true in settings, then the
last entry of Identification cannot be deleted.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/privacy-opt-outs':
get:
operationId: listPrivacyOptOut
tags:
- Privacy Opt Outs
description: >-
Method to retrieve an array of Privacy Opt Out resources by the Entity's
unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
PrivacyOptOuts:
type: array
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/privacy-opt-outs/{id}':
put:
operationId: replacePrivacyOptOut
tags:
- Privacy Opt Outs
description: Method to update a Privacy Opt Out resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Privacy Opt Out resource to be updated.
content:
application/json:
schema:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getPrivacyOptOut
tags:
- Privacy Opt Outs
description: Method to retrieve a Privacy Opt Out resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/affiliate-opt-outs':
get:
operationId: listAffiliateOptOuts
tags:
- Affiliate Opt Outs
description: >-
Method to retrieve an array of Affiliate Opt Out resources by the
Entity's unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
AffiliateOptOuts:
type: array
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: >
The date when the Opt Out Exception takes
effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/affiliate-opt-outs/{id}':
put:
operationId: replaceAffiliateOptOut
tags:
- Affiliate Opt Outs
description: Method to update an Affiliate Opt Out resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Affiliate Opt Out resource to be updated.
content:
application/json:
schema:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getAffiliateOptOut
tags:
- Affiliate Opt Outs
description: >-
Method to retrieve an Affiliate Opt Out resource by its unique
identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/employments':
post:
operationId: createEmployment
tags:
- Employments
description: Method to add an Employment to an Entity.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Employment to be created.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listEmployments
tags:
- Employments
description: >-
Method to retrieve an array of Employment resources by the Entity's
unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
employments:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/employments/{id}':
put:
operationId: replaceEmployment
tags:
- Employments
description: Method to update an Employment resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Employment resource to be updated.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getEmployment
tags:
- Employments
description: Method to retrieve an Employment resource by its unique identifier.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEmployment
tags:
- Employments
description: Method to delete an Employment resource.
parameters:
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/{id}':
get:
operationId: getReport
tags:
- Reports
description: >
Downloads the document for the given report id generated by one of the
report creation endpoints.
A 202 response indicates the report has not completed the generation
process but will be available soon.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful download.
content:
application/pdf:
schema:
type: string
format: binary
description: The content of the downloaded file.
readOnly: true
'202':
description: Report is being generated.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/certified-foreign-entities':
post:
operationId: createCertifiedForeignEntitiesReport
tags:
- Reports
description: |
Generates a Certified Foreign Entity Report.
The time zone offset is used to specify the time zone for the report.
The offset format should be in the form of +/-HH:MM.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/expired-foreign-entities':
post:
operationId: createExpiredForeignEntitiesReport
tags:
- Reports
description: |
Method to generate an Expired Foreign Entity Report.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/activity-logs':
post:
operationId: createActivityLoggingReport
tags:
- Reports
description: |
Method to generate an Activity Log Report.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/addresses-changes':
post:
operationId: AddressChanges
tags:
- Reports
description: |
Method to generate an Address Change Report.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/email-changes':
post:
operationId: createEmailChangeReport
tags:
- Reports
description: |
Method to generate an Email Change Report.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/audit-logs':
post:
operationId: createAuditLoggingReport
tags:
- Reports
description: |
Method to generate an Audit Log Report for Entities.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: entityId
in: query
description: Entity Id passed in as query parameter.
schema:
type: string
format: uuid
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/reports/expired-identifications':
post:
operationId: createExpiredIdentificationReport
tags:
- Reports
description: |
Method to generate expired identification report for Entities.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: minimumDate
in: query
description: >
The minimum date to be returned in the query results.
If `minimumDate` is not provided but `maximumDate` is provided,
`minimumDate` will be set to the value of `maximumDate`.
If both `minimumDate` and `maximumDate` are provided, `minimumDate`
must be less than or equal to `maximumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults the `minimumDate` to the current date.
The format for `minimumDate` is `MM/DD/YYYY`. The method will throw
an error response if `minimumDate` is not in the expected format.
schema:
type: string
format: date
- name: maximumDate
in: query
description: >
The maximum date to be returned in the query results.
If `maximumDate` is not provided but `minimumDate` is provided,
`maximumDate` will default to the system's maximum allowable date.
If both `minimumDate` and `maximumDate` are provided, `maximumDate`
must be greater than the `minimumDate`.
If both `minimumDate` and `maximumDate` are not provided, the system
defaults this value to the current date.
The format for `maximumDate` is `MM/DD/YYYY`. The method will throw
an error response if `maximumDate` is not in the expected
format.
schema:
type: string
format: date
- name: timezoneOffset
in: query
description: >
Hour and minute offset to be used for any data fetch.
If `timezoneOffset` is not provided, the system defaults it to `0`.
The format for `timezoneOffset` is in `HH:MM` format.
The method will return an error response if `timezoneOffset` is not
in the expected format.
schema:
type: string
format: '±hh:mm'
responses:
'202':
description: Accepted.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/abilities':
get:
operationId: ListAbilities
tags:
- Abilities
description: Retrieves the abilities for a given user.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'200':
description: A list of abilities
content:
application/json:
schema:
type: object
required:
- addEntities
- addEntityRelationships
- addEntitySettings
- addProfileImages
- deleteEntities
- deleteEntityRelationships
- deleteEntitySettings
- deleteProfileImages
- editEntities
- editEntitlements
- editEntityRelationships
- editEntitySettings
- editProfileImages
- editTaxIDNumbers
- searchEntities
- searchEntityRelationships
- viewEntities
- viewEntitlements
- viewEntityRelationships
- viewEntityReports
- viewEntitySettings
- viewProfileImages
- viewTaxIDNumbers
properties:
addEntities:
type: boolean
nullable: false
default: false
addEntityRelationships:
type: boolean
nullable: false
default: false
addEntitySettings:
type: boolean
nullable: false
default: false
addProfileImages:
type: boolean
nullable: false
default: false
deleteEntities:
type: boolean
nullable: false
default: false
deleteEntityRelationships:
type: boolean
nullable: false
default: false
deleteEntitySettings:
type: boolean
nullable: false
default: false
deleteProfileImages:
type: boolean
nullable: false
default: false
editEntities:
type: boolean
nullable: false
default: false
editEntitlements:
type: boolean
nullable: false
default: false
editEntityRelationships:
type: boolean
nullable: false
default: false
editEntitySettings:
type: boolean
nullable: false
default: false
editProfileImages:
type: boolean
nullable: false
default: false
editTaxIDNumbers:
type: boolean
nullable: false
default: false
searchEntities:
type: boolean
nullable: false
default: false
searchEntityRelationships:
type: boolean
nullable: false
default: false
viewEntities:
type: boolean
nullable: false
default: false
viewEntitlements:
type: boolean
nullable: false
default: false
viewEntityRelationships:
type: boolean
nullable: false
default: false
viewEntityReports:
type: boolean
nullable: false
default: false
viewEntitySettings:
type: boolean
nullable: false
default: false
viewProfileImages:
type: boolean
nullable: false
default: false
viewTaxIDNumbers:
type: boolean
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/tax-id-number':
get:
operationId: getTaxIdNumber
tags:
- Tax Id Number
description: Method to retrieve the tax id number for an entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: formatTaxIdNumber
in: query
description: >
When set to true, it formats the Tax ID Number according to standard
conventions (e.g., adding dashes).
For Individual Tax ID Number the format will be XXX-XX-XXXX.
For Employer Identification Number the format will be XX-XXXXXXX.
By default, this property is false, and the Tax ID Number response
is an unformatted string.
schema:
type: boolean
default: false
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- id
- taxIdNumber
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceTaxIdNumber
tags:
- Tax Id Number
description: Method to update the tax id number for an entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: X-Override-Duplicate-Tax-Id-Number
description: >-
Indicates whether to override duplicate tax ID number check.
Default is false.
in: header
schema:
type: boolean
default: false
requestBody:
description: Tax Id Number to update the entity with.
content:
application/json:
schema:
type: object
required:
- taxIdNumber
properties:
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/tax-id-number-exists':
post:
operationId: taxIdNumberExists
tags:
- Tax Id Number
description: Method to find out if a Tax Id Number already Exists.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
requestBody:
description: Tax Id Number to find out if it exists or not.
content:
application/json:
schema:
type: object
required:
- taxIdNumber
properties:
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
responses:
'200':
description: Tax Id Exists.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/foreign-tax-id-number':
get:
operationId: getForeignTaxIdNumber
tags:
- Foreign Tax Id Number
description: Method to retrieve the foreign tax id number for an entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- id
- taxIdNumber
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
taxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the country
of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceForeignTaxIdNumber
tags:
- Foreign Tax Id Number
description: Method to update the foreign tax id number for an entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: Foreign Tax Id Number to update the entity with.
content:
application/json:
schema:
type: object
required:
- taxIdNumber
properties:
taxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer Identification
Number used for tax purposes in the country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entitlements/{EnterpriseUserId}':
get:
operationId: getEntitlement
tags:
- Entitlements
description: Method to retrieve entitlements for a user.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
viewVip:
type: boolean
nullable: false
default: false
editVip:
type: boolean
nullable: false
default: false
viewInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
editInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
editEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
editEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: updateEntitlement
tags:
- Entitlements
description: Method to update or create entitlements for a user.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
requestBody:
description: The Entitlement to use for the update.
content:
application/json:
schema:
type: object
properties:
viewVip:
type: boolean
nullable: false
default: false
editVip:
type: boolean
nullable: false
default: false
viewInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
editInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
editEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
editEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEntitlement
tags:
- Entitlements
description: Method to delete entitlements for a user.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'204':
description: No Content - Successful delete.
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/screenings':
post:
operationId: createScreening
tags:
- Screenings
description: Method to add a Screening to an Entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listScreenings
tags:
- Screenings
description: >-
Method to retrieve an array of Screening resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
screenings:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/screenings':
post:
operationId: postCreateScreening
tags:
- Screenings
description: Method to Post an Entity for a Screening.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
requestBody:
description: Entity resource to be created.
content:
application/json:
schema:
required:
- addresses
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is
true, this property must have an Id value.
The entity subtype must also be valid for the entity
type based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with
the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the
country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of
Individual or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
militaryInformation:
allOf:
- type: object
description: >-
The military information associated with this
entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of
this entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: >-
This is the date active duty status was
verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active
duty status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from
active duty status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity`
is set to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country
code that should be present in `CountryCode`
settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to
categorize the commercial entity based on primary
economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of
a commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD
is the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
addresses:
type: array
description: >
An array of addresses for the entity.
To create an entity, at least one address is required in
the addresses list, and one of the addresses must be a
mailing address.
More than one Tax Address or Mailing Address is not
allowed.
nullable: false
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
For US addresses, it will be validated against
a valid ISO 3166-2 code.
For non-US addresses, it will not be
validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US
addresses only.
If the state value is provided, this attribute
value must be valid for the state as per the
state's FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US'
if not provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the
default "US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which
the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a
multi-line phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >
International country code with omitted
prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
isPreferredContactText:
type: boolean
description: >
Indicates the Phone Number is the preferred method
for text communication to be used for the Entity.
This property is only available when creating an
Entity.
Only one Phone Number can be preferred text.
isPreferredContactVoice:
type: boolean
description: >
Indicates the Phone Number is the preferred method
for voice communication to be used for the Entity.
This property is only available when creating an
Entity.
Only one Phone Number can be preferred voice.
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
required:
- id
description: >-
The Id must be a valid Digital Contact Label
Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
isPreferredContactEmail:
type: boolean
description: >
Indicates the Digital Contact Point is the
preferred email address to be used for the Entity.
This property is only available when creating an
Entity.
The Digital Contact Point Type must be "Email" and
only one email address can be preferred.
identifications:
type: array
description: >
An array of Identification related information used to
verify an entity's identity.
Duplicate values are not allowed in the list.
It must not be empty when `IsIdentificationMandatory` of
`EntitySettings` is true.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued
the identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: |
An array of Privacy Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the
default value of `PrivacyOptOutType` settings.
If the value is true and
`PrivacyOptOutType.NoOptOut` settings is true,
it will return an error indicating the `Opt out
type` cannot be opted out of.
type: boolean
affiliateOptOuts:
type: array
description: |
An array of Affiliate Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the
default value of `AffiliateOptOutType` settings.
If the value is true and
`AffiliateOptOutType.NoOptOut` settings is true,
it will return an error indicating the `Opt out
type` cannot be opted out of.
type: boolean
exceptionReason:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of
the employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/addresses-changes':
get:
operationId: listAddressChanges
tags:
- Archives
description: >-
Method to retrieve an array of Address Archive resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
addressChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
userId:
type: string
format: uuid
description: Unique identifier of the user.
nullable: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have
at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
Must use the unique ISO Alpha two character
state (region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match
the state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/phone-numbers-changes':
get:
operationId: listPhoneNumberChanges
tags:
- Archives
description: >-
Method to retrieve an array of Phone Numbers Archive resources by the
Entity's unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
phoneChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
userId:
type: string
format: uuid
description: Unique identifier of the user.
nullable: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/entities/{entityId}/digital-contact-points-changes':
get:
operationId: listContactChanges
tags:
- Archives
description: >-
Method to retrieve an array of Digital Contact Point Archive resources
by the Entity's unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
contactChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
userId:
type: string
format: uuid
description: Unique identifier of the user.
nullable: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities':
post:
operationId: createEntity1
tags:
- Entities
description: Method to add an Entity resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: X-Override-Duplicate-Tax-Id-Number
description: >-
Indicates whether to override duplicate tax ID number check.
Default is false.
in: header
schema:
type: boolean
default: false
requestBody:
description: Entity resource to be created.
content:
application/json:
schema:
required:
- addresses
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is
true, this property must have an Id value.
The entity subtype must also be valid for the entity
type based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with
the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the
country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of
Individual or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
militaryInformation:
allOf:
- type: object
description: >-
The military information associated with this
entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of
this entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: >-
This is the date active duty status was
verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active
duty status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from
active duty status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity`
is set to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country
code that should be present in `CountryCode`
settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to
categorize the commercial entity based on primary
economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of
a commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD
is the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
addresses:
type: array
description: >
An array of addresses for the entity.
To create an entity, at least one address is required in
the addresses list, and one of the addresses must be a
mailing address.
More than one Tax Address or Mailing Address is not
allowed.
nullable: false
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
For US addresses, it will be validated against
a valid ISO 3166-2 code.
For non-US addresses, it will not be
validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US
addresses only.
If the state value is provided, this attribute
value must be valid for the state as per the
state's FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US'
if not provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the
default "US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which
the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a
multi-line phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >
International country code with omitted
prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
isPreferredContactText:
type: boolean
description: >
Indicates the Phone Number is the preferred method
for text communication to be used for the Entity.
This property is only available when creating an
Entity.
Only one Phone Number can be preferred text.
isPreferredContactVoice:
type: boolean
description: >
Indicates the Phone Number is the preferred method
for voice communication to be used for the Entity.
This property is only available when creating an
Entity.
Only one Phone Number can be preferred voice.
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
required:
- id
description: >-
The Id must be a valid Digital Contact Label
Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
isPreferredContactEmail:
type: boolean
description: >
Indicates the Digital Contact Point is the
preferred email address to be used for the Entity.
This property is only available when creating an
Entity.
The Digital Contact Point Type must be "Email" and
only one email address can be preferred.
identifications:
type: array
description: >
An array of Identification related information used to
verify an entity's identity.
Duplicate values are not allowed in the list.
It must not be empty when `IsIdentificationMandatory` of
`EntitySettings` is true.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued
the identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: |
An array of Privacy Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the
default value of `PrivacyOptOutType` settings.
If the value is true and
`PrivacyOptOutType.NoOptOut` settings is true,
it will return an error indicating the `Opt out
type` cannot be opted out of.
type: boolean
affiliateOptOuts:
type: array
description: |
An array of Affiliate Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the
default value of `AffiliateOptOutType` settings.
If the value is true and
`AffiliateOptOutType.NoOptOut` settings is true,
it will return an error indicating the `Opt out
type` cannot be opted out of.
type: boolean
exceptionReason:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of
the employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities-search':
post:
tags:
- Entities
description: Method to search for one or more Entity resources.
operationId: searchEntity1
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
schema:
type: string
default: '0'
- schema:
type: string
default: '50'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: includeTotals
in: query
description: Total related accounts returned.
schema:
type: boolean
default: false
requestBody:
description: Search parameters for Entity.
content:
application/json:
schema:
type: object
description: >
This element is used to search for an Entity using different
address components such as
Name, Tax Id Number, Phone Number, Digital Contact Point and
Address.
Atleast one of `taxIdNumber`, `phoneNumber`,
`digitalContactPoint`, `address` or `name` element must contain
a value.
properties:
taxIdNumber:
type: string
description: >
This element identifies the value used to search for an
Entity by Tax Id Number.
Matching Entities Tax Id Number Identifiers must contain
value presented.
It must contain only numeric characters.
nullable: true
minLength: 3
name:
type: string
description: >
This element identifies the value used to search for an
Entity by name.
All name fields identified in `nameSearchFields` element
will be searched.
nullable: true
minLength: 3
phoneNumber:
type: string
description: >
This element identifies the value used to search for an
Entity by Phone Number.
Matching Entities Phone Numbers must contain value
presented.
Must be a numeric value.
nullable: true
minLength: 3
digitalContactPoint:
type: string
description: >
This element identifies the value used to search for an
Entity by Digital Contact Point.
Matching Entities Digital Contact Point Identifiers must
contain value presented.
nullable: true
minLength: 3
address:
type: string
description: >
This element is used to search for an Entity using different
address components.
Accepts any alphanumeric value. String separators will be
stripped out and not included with search terms.
nullable: true
minLength: 3
maxLength: 1024
responses:
'200':
description: Successful search.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listEntitySearch1
tags:
- Entities
description: >-
Method to retrieve an array of Entity resources from query parameters
containing Entity unique identifiers.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityIds
in: query
description: Identifies the Entities to list.
schema:
type: array
items:
type: string
format: uuid
- name: includeTotals
in: query
description: Total related accounts returned.
schema:
type: boolean
default: false
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities-search-autocomplete':
get:
tags:
- Entities
description: >
Method to search for entity names based on the name query parameter.
Returns best-matching entity names based on full or partial text
matches.
At least 3 characters must be provided in the name parameter to return
results.
Queries with fewer than 3 characters will not return any entity names.
The number of returned entity names is controlled by the count
parameter:
- If count is not provided, returns default 20 matching entity names.
- If count is less than 5, minimum of 5 entity names will be returned.
- Maximum of 100 entity names can be returned regardless of count value.
operationId: searchEntitiesAutoComplete1
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: name
in: query
description: >
Partial entity name used for autocomplete search functionality.
Returns matching entity names that contain or start with the
provided value.
At least 3 characters must be provided to return results.
Queries with fewer than 3 characters will not return any entities.
schema:
type: string
- description: >
The count of records requested. The server may limit the number of
records returned in a single response.
If the count is not provided, the server will return 20 (default)
records.
If the count is less than 5, it will be set to 5.
If the count is greater than 100, it will be set to 100.
schema:
type: integer
default: 20
maximum: 100
name: count
in: query
required: false
example: '?count=100'
responses:
'200':
description: Successful search.
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
name:
type: string
description: The name of the entity.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{id}':
get:
operationId: getEntity1
tags:
- Entities
description: Method to retrieve an Entity resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with
the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the country
of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of Individual
or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
militaryInformation:
type: object
description: The military information associated with this entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of this
entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: This is the date active duty status was verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active duty
status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from active
duty status.
nullable: true
nullable: true
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
numeric:
type: string
description: >-
The unique ISO three numeric character code
for the Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: >-
The unique ISO two Alpha character code for
the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for
the Country. Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
chapterStatus:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
foreignCertificationInformation:
type: object
properties:
w8Type:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
preferredContactVoiceId:
type: string
description: >
The Id of the preferred phone number for voice calls.
The value must reference an existing Phone Number for the
Entity.
nullable: true
format: uuid
preferredContactTextId:
type: string
description: >
The Id of the preferred phone number for text messages.
The value must reference an existing Phone Number for the
Entity.
nullable: true
format: uuid
preferredContactEmailId:
type: string
description: >
The Id of the preferred contact method for emails.
The value must reference an existing Digital Contact Point
of Type 'Email' for the Entity.
nullable: true
format: uuid
taxAddressId:
type: string
description: The Id of the tax address.
nullable: true
format: uuid
mailingAddressId:
type: string
description: The Id of the mailing address.
nullable: true
format: uuid
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to categorize
the commercial entity based on primary economic
activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of a
commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
addresses:
type: array
description: An array of addresses for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have
at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
Must use the unique ISO Alpha two character
state (region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match
the state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which the
Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
identifications:
type: array
description: >-
An array of Identification related information used to
verify an entity's identity.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: An array of Privacy Opt Out options.
nullable: true
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
affiliateOptOuts:
type: array
description: An array of Affiliate Opt Out options.
nullable: true
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: >
The date when the Opt Out Exception takes
effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceEntity1
tags:
- Entities
description: Method to update an Entity resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
- name: X-Override-Duplicate-Tax-Id-Number
description: >-
Indicates whether to override duplicate tax ID number check.
Default is false.
in: header
schema:
type: boolean
default: false
requestBody:
description: Entity resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is
true, this property must have an Id value.
The entity subtype must also be valid for the entity
type based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with
the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the
name of the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US
person/Org or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer
Identification Number used for tax purposes in the
country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of
Individual or the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of
Individual or the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated
to entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to
entity's account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the
entity.
It is a free-form text field that describes the primary
business activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps
FIs decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of
the entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
militaryInformation:
allOf:
- type: object
description: >-
The military information associated with this
entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of
this entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: >-
This is the date active duty status was
verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active
duty status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from
active duty status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value
will result in a validation error indicating that it
is not applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Privacy Opt Out options.
This value can only be set to true if the Institution's
entity settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about
the Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all
Affiliate Opt Out options.
This value can only be set to true if the Institution's
entity settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the
FinCEN Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion
reason must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity`
is set to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country
code that should be present in `CountryCode`
settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the
commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to
categorize the commercial entity based on primary
economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of
a commercial entity.
The default value for CurrencyType is USD. Currently
the only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD
is the default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial
statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
preferredContactVoiceId:
type: string
description: >
The Id of the preferred phone number for voice calls.
The value must reference an existing Phone Number for
the Entity.
nullable: true
format: uuid
preferredContactTextId:
type: string
description: >
The Id of the preferred phone number for text messages.
The value must reference an existing Phone Number for
the Entity.
nullable: true
format: uuid
preferredContactEmailId:
type: string
description: >
The Id of the preferred contact method for emails.
The value must reference an existing Digital Contact
Point of Type 'Email' for the Entity.
nullable: true
format: uuid
taxAddressId:
type: string
description: The Id of the tax address.
nullable: true
format: uuid
mailingAddressId:
type: string
description: The Id of the mailing address.
nullable: true
format: uuid
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEntity1
tags:
- Entities
description: >
Method to delete an Entity resource.
The deletion will only proceed if all associated relationships have been
deleted beforehand.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/addresses':
post:
operationId: createAddress1
tags:
- Addresses
description: Method to add an Address to an Entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Address to be created.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid
ISO 3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses only.
If the state value is provided, this attribute value
must be valid for the state as per the state's FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not
provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the default
"US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listAddress1
tags:
- Addresses
description: >-
Method to retrieve an array of Address resources by the Entity's unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
addresses:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have
at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
Must use the unique ISO Alpha two character
state (region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match
the state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which the
Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/addresses/{id}':
put:
operationId: replaceAddress1
tags:
- Addresses
description: Method to update an Address resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Address resource to be updated.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid
ISO 3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses only.
If the state value is provided, this attribute value
must be valid for the state as per the state's FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not
provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the default
"US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getAddress1
tags:
- Addresses
description: Method to retrieve an Address resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at
least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state
(region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the
state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract
in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is
located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in
a qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteAddress1
tags:
- Addresses
description: >
Method to delete an Address resource.
Deletion is only allowed if the address is not a tax or mailing
address.
If the address is a tax or mailing address, it must first be replaced
with a new address before deletion.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/digital-contact-points':
post:
operationId: createDigitalContactPoint1
tags:
- Digital Contact Points
description: Method to add a digital contact point to an Entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The digital contact point to be created.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listDigitalContactPoint1
tags:
- Digital Contact Points
description: >-
Method to retrieve an array of Phone Number resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
digitalContactPoints:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/digital-contact-points/{id}':
put:
operationId: replaceDigitalContactPoint1
tags:
- Digital Contact Points
description: Method to update a Phone Number resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Phone Number resource to be updated.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getDigitalContactPoint1
tags:
- Digital Contact Points
description: Method to retrieve a Phone Number resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteDigitalContactPoint1
tags:
- Digital Contact Points
description: >
Method to delete a digital contact point resource.
If the digital contact point to be deleted is a preferred contact email,
it cannot be deleted.
A new preferred contact email must be selected before proceeding with
the deletion.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/phone-numbers':
post:
operationId: createPhoneNumber1
tags:
- Phone Numbers
description: Method to add a Phone Number to an Entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Phone Number to be created.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line
phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listPhoneNumber1
tags:
- Phone Numbers
description: >-
Method to retrieve an array of Phone Number resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
phoneNumbers:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/phone-numbers/{id}':
put:
operationId: replacePhoneNumber1
tags:
- Phone Numbers
description: Method to update a Phone Number resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Phone Number resource to be updated.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line
phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getPhoneNumber1
tags:
- Phone Numbers
description: Method to retrieve a Phone Number resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deletePhoneNumber1
tags:
- Phone Numbers
description: >
Method to delete a Phone Number resource.
If the phone number to be deleted is a preferred contact voice id or
text id, it cannot be deleted.
A new preferred contact voice id or text id must be selected before
proceeding with the deletion.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/identifications':
post:
operationId: createIdentification1
tags:
- Identifications
description: Method to add an Identification to an Entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Identification to be created.
content:
application/json:
schema:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: |
The Id must be a valid Identification Type Id.
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listIdentification1
tags:
- Identifications
description: >-
Method to retrieve an array of Identification resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
identifications:
type: array
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document
issued place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/identifications/{id}':
put:
operationId: replaceIdentification1
tags:
- Identifications
description: Method to update an Identification resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Identification resource to be updated.
content:
application/json:
schema:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: |
The Id must be a valid Identification Type Id.
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getIdentification1
tags:
- Identifications
description: Method to retrieve an Identification resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteIdentification1
tags:
- Identifications
description: >
Method to delete an Identification resource.
If the `IsIdentificationMandatory` is set to true in settings, then the
last entry of Identification cannot be deleted.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/privacy-opt-outs':
get:
operationId: listPrivacyOptOut1
tags:
- Privacy Opt Outs
description: >-
Method to retrieve an array of Privacy Opt Out resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
PrivacyOptOuts:
type: array
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/privacy-opt-outs/{id}':
put:
operationId: replacePrivacyOptOut1
tags:
- Privacy Opt Outs
description: Method to update a Privacy Opt Out resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Privacy Opt Out resource to be updated.
content:
application/json:
schema:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getPrivacyOptOut1
tags:
- Privacy Opt Outs
description: Method to retrieve a Privacy Opt Out resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/affiliate-opt-outs':
get:
operationId: listAffiliateOptOuts1
tags:
- Affiliate Opt Outs
description: >-
Method to retrieve an array of Affiliate Opt Out resources by the
Entity's unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
AffiliateOptOuts:
type: array
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: >
The date when the Opt Out Exception takes
effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/affiliate-opt-outs/{id}':
put:
operationId: replaceAffiliateOptOut1
tags:
- Affiliate Opt Outs
description: Method to update an Affiliate Opt Out resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Affiliate Opt Out resource to be updated.
content:
application/json:
schema:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getAffiliateOptOut1
tags:
- Affiliate Opt Outs
description: >-
Method to retrieve an Affiliate Opt Out resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/employments':
post:
operationId: createEmployment1
tags:
- Employments
description: Method to add an Employment to an Entity.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Employment to be created.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: listEmployments1
tags:
- Employments
description: >-
Method to retrieve an array of Employment resources by the Entity's
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
employments:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the
employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the
employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of
the employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided,
`endDate` must be greater than or equal to
`startDate`.
nullable: true
example: 2024-12
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/{entityId}/employments/{id}':
put:
operationId: replaceEmployment1
tags:
- Employments
description: Method to update an Employment resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: Employment resource to be updated.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getEmployment1
tags:
- Employments
description: Method to retrieve an Employment resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful retrieve.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEmployment1
tags:
- Employments
description: Method to delete an Employment resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: path
description: Identifies the Entity to which the resource belongs.
required: true
schema:
type: string
format: uuid
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships':
post:
operationId: createEntityRelationship
tags:
- Relationships
description: Method to add a Relationship resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: Relationship resource to be created.
content:
application/json:
schema:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be
an existing asset identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for
asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS
reporting. Default is true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships-search':
post:
operationId: searchEntityRelationships
tags:
- Relationships
description: >-
Search for entity relationships using an array of combinations that
include entityId, assetId, and assetType
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
schema:
type: string
default: '0'
- schema:
type: string
default: '1000'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: irsReportable
in: query
description: >
If set to true, the response will only give you the IRS Reportable
Relationship and Entity
Example: `.../relationships-search?IRSReportable=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: Search parameters for Entity Relationship.
content:
application/json:
schema:
type: object
properties:
entityAssets:
type: array
description: >-
At least one of the entityId or AssetId must be present in
each item of the array. Additionally, the AssetType can be
either empty, 'Accounts', or 'Cards'.
items:
type: object
properties:
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value
must be an existing asset identifier in the service
defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping
for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
responses:
'200':
description: Successful search.
content:
application/json:
schema:
type: object
properties:
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value
must be an existing asset identifier in the service
defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type
Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No, Indirect,
and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true
when no relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for
IRS reporting. Default is true when assetType is
Accounts and no relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships/{id}':
get:
operationId: getEntityRelationshipById
tags:
- Relationships
description: Get Entity Relationship by Relationship ID
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: The unique identifier given to a relationship.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must
be an existing asset identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for
asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type Id
associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No, Indirect, and
Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS
reporting. Default is true when assetType is Accounts and
no relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceEntityRelationship
tags:
- Relationships
description: Method to update an Entity Relationship resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: The unique identifier given to a relationship.
required: true
schema:
type: string
format: uuid
requestBody:
description: Entity Relationship resource to be updated.
content:
application/json:
schema:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be
an existing asset identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for
asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS
reporting. Default is true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEntityRelationship
tags:
- Relationships
description: Method to delete an Entity Relationship resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
patch:
operationId: patchEntityRelationship
tags:
- Relationships
description: >
Facilitates the process of switching the IRS reportable entity to
another entity,
typically in scenarios such as the death of the current IRS reportable
entity or an account onboarding error.
Only one relationship-asset-entity combination is allowed. Otherwise,
the system will return a bad request error
indicating that a duplicate entity-relationship-asset association
exists.
The given relationship ID must be IRS reportable to perform the switch.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: The unique identifier given to a relationship.
required: true
schema:
type: string
format: uuid
requestBody:
content:
application/json-patch+json:
schema:
type: object
properties:
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships/relationship-types':
get:
operationId: listRelationshipTypes
tags:
- Relationship Types
description: >-
The endpoint to retrieve all of the Relationship Type resources allowed
by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
relationshipTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No, Indirect, and
Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createRelationshipType
tags:
- Relationship Types
description: The endpoint to add a Relationship Type resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Relationship Type resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships/relationship-types/{id}':
get:
operationId: getRelationshipType
tags:
- Relationship Types
description: >-
The endpoint to retrieve a Relationship Type resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceRelationshipType
tags:
- Relationship Types
description: The endpoint to update a Relationship Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Relationship Type resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteRelationshipType
tags:
- Relationship Types
description: The endpoint to delete a Relationship Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships/switch-irs-reportable':
post:
operationId: switchIrsReportableRelationship
tags:
- Relationships
description: Method to switch the IRS reportable relationship to a new relationship.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: Current and new IRS reportable relationships to be switched.
content:
application/json:
schema:
type: object
properties:
currentIrsReportableRelationship:
type: object
description: >
This object is used to specify the current IRS reportable
relationship. It contains the ID of the current IRS
reportable relationship. Relationship Type can be specified
to update the relationship type of the current IRS
reportable relationship. Delete can be specified to delete
the current IRS reportable relationship.
required:
- id
properties:
id:
type: string
format: uuid
description: >-
The unique identifier for the current IRS reportable
relationship.
nullable: false
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
required:
- id
delete:
type: boolean
description: |
This describes the delete status of this resource.
If set to true, the resource will be deleted.
If set to false, the resource will not be deleted.
nullable: true
default: false
newIrsReportableRelationship:
type: object
description: >
This object is used to specify the new IRS reportable
relationship. It contains the ID of the new IRS reportable
relationship. Relationship Type can be specified to update
the relationship type of the new IRS reportable
relationship.
required:
- id
properties:
id:
type: string
format: uuid
description: >-
The unique identifier for the new IRS reportable
relationship.
nullable: false
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
required:
- id
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/relationships-changes':
get:
operationId: listRelationshipChangeResponse
tags:
- Archive Relationships
description: >
This endpoint is used to retrieve the relationship changes for a
specific entity and asset.
Either EntityId or AssetId must be provided.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: entityId
in: query
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
This value must be set if the assetId is not set.
required: false
schema:
type: string
- name: assetId
in: query
description: >
The unique identifier given to an asset.
This value must be an existing asset identifier in the service
defined by assetType.
This value must be set if the entityId is not set.
required: false
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
relationshipChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value
must be an existing asset identifier in the service
defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type
Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No, Indirect,
and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true
when no relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for
IRS reporting. Default is true when assetType is
Accounts and no relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
operation:
type: string
description: the archive operation on the resource.
maxLength: 255
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/tax-id-types':
get:
operationId: listTaxIdTypes
tags:
- Tax Id Types
description: >-
The endpoint to retrieve all of the Tax Identification Type resources
allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createTaxIdType
tags:
- Tax Id Types
description: >-
The endpoint to add a Tax Identification Type resource for an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Tax Identification Type resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/tax-id-types/{id}':
get:
operationId: getTaxIdType
tags:
- Tax Id Types
description: >-
The endpoint to retrieve a Tax Id Type resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceTaxIdType
tags:
- Tax Id Types
description: The endpoint to update a Tax Identification Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Tax Identification Type resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteTaxIdType
tags:
- Tax Id Types
description: The endpoint to delete a Tax Identification Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/entity-subtypes':
get:
operationId: listEntitySubtypes
tags:
- Entity Sub Types
description: >-
The endpoint to retrieve all of the Entity Sub Type resources allowed by
an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
entitySubTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createEntitySubtype
tags:
- Entity Sub Types
description: The endpoint to add a Entity Sub Type resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Entity Sub Type resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/entity-subtypes/{id}':
get:
operationId: getEntitySubtype
tags:
- Entity Sub Types
description: >-
The endpoint to retrieve a Entity Sub Type resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceEntitySubtype
tags:
- Entity Sub Types
description: The endpoint to update a Entity Sub Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Entity Sub Type resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEntitySubtype
tags:
- Entity Sub Types
description: The endpoint to delete a Entity Sub Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/insider-roles':
get:
operationId: listInsiderRoles
tags:
- Insider Roles
description: >-
The endpoint to retrieve all of the Insider Role resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createInsiderRole
tags:
- Insider Roles
description: The endpoint to add an Insider Role resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Insider Role resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/insider-roles/{id}':
get:
operationId: getInsiderRole
tags:
- Insider Roles
description: >-
The endpoint to retrieve an Insider Role resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceInsiderRole
tags:
- Insider Roles
description: The endpoint to update an Insider Role resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Insider Role resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteInsiderRole
tags:
- Insider Roles
description: The endpoint to delete an Insider Role resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/genders':
get:
operationId: listGenders
tags:
- Genders
description: >-
The endpoint to retrieve all of the Gender resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createGender
tags:
- Genders
description: The endpoint to add a Gender resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Gender resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/genders/{id}':
get:
operationId: getGender
tags:
- Genders
description: The endpoint to retrieve a Gender resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceGender
tags:
- Genders
description: The endpoint to update a Gender resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Gender resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteGender
tags:
- Genders
description: The endpoint to delete a Gender resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/address-labels':
get:
operationId: listAddressLabels
tags:
- Address Labels
description: >-
The endpoint to retrieve all of the Address Label resources allowed by
an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
addressLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createAddressLabel
tags:
- Address Labels
description: The endpoint to add an Address Label resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Address Label resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/address-labels/{id}':
get:
operationId: getAddressLabel
tags:
- Address Labels
description: >-
The endpoint to retrieve an Address Label resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceAddressLabel
tags:
- Address Labels
description: The endpoint to update an Address Label resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Address Label resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteAddressLabel
tags:
- Address Labels
description: The endpoint to delete an Address Label resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/income-levels':
get:
operationId: listIncomeLevels
tags:
- Income Levels
description: >-
The endpoint to retrieve all of the Income Level resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
incomeLevels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createIncomeLevel
tags:
- Income Levels
description: The endpoint to add an Income Level resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Income Level resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceIncomeLevels
tags:
- Income Levels
description: The endpoint to replace the list of Income Level resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Income Level resource to be updated.
content:
application/json:
schema:
type: object
properties:
incomeLevels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/income-levels/{id}':
get:
operationId: getIncomeLevel
tags:
- Income Levels
description: >-
The endpoint to retrieve an Income Level resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceIncomeLevel
tags:
- Income Levels
description: The endpoint to update an Income Level resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Income Level resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteIncomeLevel
tags:
- Income Levels
description: The endpoint to delete an Income Level resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/pronouns':
get:
operationId: listPronouns
tags:
- Pronouns
description: >-
The endpoint to retrieve all of the Pronoun resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
pronouns:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createPronoun
tags:
- Pronouns
description: The endpoint to add a Pronoun resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Pronoun resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/pronouns/{id}':
get:
operationId: getPronoun
tags:
- Pronouns
description: The endpoint to retrieve a Pronoun resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replacePronoun
tags:
- Pronouns
description: The endpoint to update a Pronoun resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Pronoun resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deletePronoun
tags:
- Pronouns
description: The endpoint to delete a Pronoun resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/races':
get:
operationId: listRaces
tags:
- Races
description: >-
The endpoint to retrieve all of the Race resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
races:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createRace
tags:
- Races
description: The endpoint to add a Race resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Race resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/races/{id}':
get:
operationId: getRace
tags:
- Races
description: The endpoint to retrieve a Race resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceRace
tags:
- Races
description: The endpoint to update a Race resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Race resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteRace
tags:
- Races
description: The endpoint to delete a Race resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/identification-types':
get:
operationId: listIdentificationTypes
tags:
- Identification Types
description: >-
The endpoint to retrieve all of the Identification Type resources
allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
identificationTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createIdentificationType
tags:
- Identification Types
description: The endpoint to add a Identification Type resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Identification Type resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/identification-types/{id}':
get:
operationId: getIdentificationType
tags:
- Identification Types
description: >-
The endpoint to retrieve a Identification Type resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceIdentificationType
tags:
- Identification Types
description: The endpoint to update a Identification Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Identification Type resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteIdentificationType
tags:
- Identification Types
description: The endpoint to delete a Identification Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/ethnicities':
get:
operationId: listEthnicities
tags:
- Ethnicities
description: >-
The endpoint to retrieve all of the Ethnicity resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
ethnicities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createEthnicity
tags:
- Ethnicities
description: The endpoint to add an Ethnicity resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Ethnicity resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/ethnicities/{id}':
get:
operationId: getEthnicity
tags:
- Ethnicities
description: The endpoint to retrieve an Ethnicity resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceEthnicity
tags:
- Ethnicities
description: The endpoint to update an Ethnicity resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Ethnicity resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteEthnicity
tags:
- Ethnicities
description: The endpoint to delete an Ethnicity resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/disabilities':
get:
operationId: listDisabilities
tags:
- Disabilities
description: >-
The endpoint to retrieve all of the Disability resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
disabilities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createDisability
tags:
- Disabilities
description: The endpoint to add a Disability resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Disability resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/disabilities/{id}':
get:
operationId: getDisability
tags:
- Disabilities
description: The endpoint to retrieve a Disability resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceDisability
tags:
- Disabilities
description: The endpoint to update a Disability resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Disability resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteDisability
tags:
- Disabilities
description: The endpoint to delete a Disability resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/digital-contact-point-labels':
get:
operationId: listDigitalContactPointLabels
tags:
- Digital Contact Point Labels
description: >-
The endpoint to retrieve all of the Digital Contact Point Label
resources allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
digitalContactPointLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createDigitalContactPointLabel
tags:
- Digital Contact Point Labels
description: >-
The endpoint to add an Digital Contact Point Label resource for an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The DigitalContactPointLabel resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/digital-contact-point-labels/{id}':
get:
operationId: getDigitalContactPointLabel
tags:
- Digital Contact Point Labels
description: >-
The endpoint to retrieve an Digital Contact Point Label resource by its
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceDigitalContactPointLabel
tags:
- Digital Contact Point Labels
description: The endpoint to update an Digital Contact Point Label resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Digital Contact Point Label resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteDigitalContactPointLabel
tags:
- Digital Contact Point Labels
description: The endpoint to delete an Digital Contact Point Label resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/phone-labels':
get:
operationId: listPhoneLabels
tags:
- Phone Labels
description: >-
The endpoint to retrieve all of the Phone Label resources allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
phoneLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createPhoneLabel
tags:
- Phone Labels
description: The endpoint to add an Phone Label resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Phone Label resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/phone-labels/{id}':
get:
operationId: getPhoneLabel
tags:
- Phone Labels
description: >-
The endpoint to retrieve a Phone Label resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replacePhoneLabel
tags:
- Phone Labels
description: The endpoint to update a Phone Label resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Phone Label resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deletePhoneLabel
tags:
- Phone Labels
description: The endpoint to delete a Phone Label resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/privacy-opt-out-types':
get:
operationId: listPrivacyOptOutTypes
tags:
- Privacy Opt Out Types
description: >-
The endpoint to retrieve all of the Privacy Opt Out Type resources
allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
privacyOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createPrivacyOptOutType
tags:
- Privacy Opt Out Types
description: The endpoint to add a Privacy Opt Out Type resource for an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Privacy Opt Out Type resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/privacy-opt-out-types/{id}':
get:
operationId: getPrivacyOptOutType
tags:
- Privacy Opt Out Types
description: >-
The endpoint to retrieve a Privacy Opt Out Type resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replacePrivacyOptOutType
tags:
- Privacy Opt Out Types
description: The endpoint to update a Privacy Opt Out Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Privacy Opt Out Type resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deletePrivacyOptOutType
tags:
- Privacy Opt Out Types
description: The endpoint to delete a Privacy Opt Out Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/entity-settings':
get:
operationId: getEntitySettings
tags:
- Entity Settings
description: >-
The endpoint to retrieve all of the Entity Settings allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
isEntitySubtypeMandatory:
type: boolean
description: >-
Indicates whether the entity subtype resource is
mandatory or not.
nullable: true
default: true
isIdentificationMandatory:
type: boolean
description: >-
Indicates whether the identification resource is
mandatory or not.
nullable: true
default: true
allowPrivacyOptOutAll:
type: boolean
description: >-
Indicates whether the privacy opt out all option is
provided.
nullable: true
default: true
allowAffiliateOptOutAll:
type: boolean
description: >-
Indicates whether the affiliate opt out all option is
provided.
nullable: true
default: true
defaultAddressLabelId:
type: string
format: uuid
description: The default address label id.
nullable: true
defaultAffiliateOptOutExceptionReasonId:
type: string
format: uuid
description: The default affiliate opt out exception reason id.
nullable: true
defaultDigitalContactPointLabelId:
type: string
format: uuid
description: The default digital contact point label id.
nullable: true
defaultIncomeLevelId:
type: string
format: uuid
description: The default income level id.
nullable: true
defaultPhoneLabelId:
type: string
format: uuid
description: The default phone label id.
nullable: true
defaultInsiderRoleId:
type: string
format: uuid
description: The default insider role id.
nullable: true
defaultLegalEntityExclusionReasonId:
type: string
format: uuid
description: The default legal entity exclusion reason id.
nullable: true
defaultIndividualTaxIdTypeId:
type: string
format: uuid
description: The default individual tax id type id.
nullable: true
defaultNonindividualTaxIdTypeId:
type: string
format: uuid
description: The default nonindividual tax id type id.
nullable: true
defaultIndividualEntitySubtypeId:
type: string
format: uuid
description: The default individual entity subtype id.
nullable: true
defaultNonindividualEntitySubtypeId:
type: string
format: uuid
description: The default nonindividual entity subtype id.
nullable: true
w8TaxReportingAutomateWithholding:
type: boolean
description: >-
Indicates if automatic withholding should occur on
expired W8s.
nullable: true
default: true
w8TaxReportingExpirationNoticeLeadDays:
type: integer
description: >
Number of days before W8 expiration date to produce
the W8 expiration notice.
Value must be between 0 and 999.
nullable: true
default: 0
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceEntitySettings
tags:
- Entity Settings
description: The endpoint to update an Entity Settings resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Entity Settings resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
isEntitySubtypeMandatory:
type: boolean
description: >-
Indicates whether the entity subtype resource is
mandatory or not.
nullable: true
default: true
isIdentificationMandatory:
type: boolean
description: >-
Indicates whether the identification resource is
mandatory or not.
nullable: true
default: true
allowPrivacyOptOutAll:
type: boolean
description: >-
Indicates whether the privacy opt out all option is
provided.
nullable: true
default: true
allowAffiliateOptOutAll:
type: boolean
description: >-
Indicates whether the affiliate opt out all option is
provided.
nullable: true
default: true
defaultAddressLabelId:
type: string
format: uuid
description: The default address label id.
nullable: true
defaultAffiliateOptOutExceptionReasonId:
type: string
format: uuid
description: The default affiliate opt out exception reason id.
nullable: true
defaultDigitalContactPointLabelId:
type: string
format: uuid
description: The default digital contact point label id.
nullable: true
defaultIncomeLevelId:
type: string
format: uuid
description: The default income level id.
nullable: true
defaultPhoneLabelId:
type: string
format: uuid
description: The default phone label id.
nullable: true
defaultInsiderRoleId:
type: string
format: uuid
description: The default insider role id.
nullable: true
defaultLegalEntityExclusionReasonId:
type: string
format: uuid
description: The default legal entity exclusion reason id.
nullable: true
defaultIndividualTaxIdTypeId:
type: string
format: uuid
description: The default individual tax id type id.
nullable: true
defaultNonindividualTaxIdTypeId:
type: string
format: uuid
description: The default nonindividual tax id type id.
nullable: true
defaultIndividualEntitySubtypeId:
type: string
format: uuid
description: The default individual entity subtype id.
nullable: true
defaultNonindividualEntitySubtypeId:
type: string
format: uuid
description: The default nonindividual entity subtype id.
nullable: true
w8TaxReportingAutomateWithholding:
type: boolean
description: >-
Indicates if automatic withholding should occur on
expired W8s.
nullable: true
default: true
w8TaxReportingExpirationNoticeLeadDays:
type: integer
description: >
Number of days before W8 expiration date to produce the
W8 expiration notice.
Value must be between 0 and 999.
nullable: true
default: 0
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/phone-settings':
get:
operationId: getPhoneSettings
tags:
- Phone Settings
description: >-
The endpoint to retrieve all of the Phone Settings allowed by an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
defaultCountryCallingCode:
type: string
description: >-
Default country calling code value. Tha length of country
calling code should not exceed 3.
nullable: true
default: '001'
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replacePhoneSettings
tags:
- Phone Settings
description: The endpoint to update an Phone Settings resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Phone Settings resource to be updated.
content:
application/json:
schema:
type: object
properties:
defaultCountryCallingCode:
type: string
description: >-
Default country calling code value. Tha length of country
calling code should not exceed 3.
nullable: true
default: '001'
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/affiliate-opt-out-types':
get:
operationId: listAffiliateOptOutTypes
tags:
- Affiliate Opt Out Types
description: >-
The endpoint to retrieve all of the Affiliate Opt Out Type resources
allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
affiliateOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createAffiliateOptOutType
tags:
- Affiliate Opt Out Types
description: >-
The endpoint to add an Affiliate Opt Out Type resource for an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Affiliate Opt Out Type resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/affiliate-opt-out-types/{id}':
get:
operationId: getAffiliateOptOutType
tags:
- Affiliate Opt Out Types
description: >-
The endpoint to retrieve an Affiliate Opt Out Type resource by its
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceAffiliateOptOutType
tags:
- Affiliate Opt Out Types
description: The endpoint to update an Affiliate Opt Out Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Affiliate Opt Out Type resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteAffiliateOptOutType
tags:
- Affiliate Opt Out Types
description: The endpoint to delete an Affiliate Opt Out Type resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/affiliate-opt-out-exception-reasons':
get:
operationId: listAffiliateOptOutExceptionReasons
tags:
- Affiliate Opt Out Exception Reasons
description: >-
The endpoint to retrieve all of the Affiliate Opt Out Exception Reason
resources allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
affiliateOptOutExceptionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createAffiliateOptOutExceptionReason
tags:
- Affiliate Opt Out Exception Reasons
description: >-
The endpoint to add an Affiliate Opt Out Exception Reason resource for
an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Affiliate Opt Out Exception Reason resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/affiliate-opt-out-exception-reasons/{id}':
get:
operationId: getAffiliateOptOutExceptionReason
tags:
- Affiliate Opt Out Exception Reasons
description: >-
The endpoint to retrieve an Affiliate Opt Out Exception Reason resource
by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceAffiliateOptOutExceptionReason
tags:
- Affiliate Opt Out Exception Reasons
description: The endpoint to update an Affiliate Opt Out Exception Reason resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Affiliate Opt Out Exception Reason resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteAffiliateOptOutExceptionReason
tags:
- Affiliate Opt Out Exception Reasons
description: The endpoint to delete an Affiliate Opt Out Exception Reason resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/legal-entity-exclusion-reasons':
get:
operationId: listLegalEntityExclusionReason
tags:
- Legal Entity Exclusion Reasons
description: >-
The endpoint to retrieve all of the Legal Entity Exclusion Reason
resources allowed by an Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
legalEntityExclusionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
post:
operationId: createLegalEntityExclusionReason
tags:
- Legal Entity Exclusion Reasons
description: >-
The endpoint to add a Legal Entity Exclusion Reason resource for an
Institution.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The Legal Entity Exclusion Reason resource to be created.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'201':
description: Successful create.
content:
application/json:
schema:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/legal-entity-exclusion-reasons/{id}':
get:
operationId: getLegalEntityExclusionReason
tags:
- Legal Entity Exclusion Reasons
description: >-
The endpoint to retrieve a Legal Entity Exclusion Reason resource by its
unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: replaceLegalEntityExclusionReason
tags:
- Legal Entity Exclusion Reasons
description: The endpoint to update a Legal Entity Exclusion Reason resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
requestBody:
description: The Legal Entity Exclusion Reason resource to be updated.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
responses:
'204':
description: No Content - Successful update.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteLegalEntityExclusionReason
tags:
- Legal Entity Exclusion Reasons
description: The endpoint to delete a Legal Entity Exclusion Reason resource.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/chapter-exemptions':
get:
operationId: listChapterExemptions
tags:
- Chapter Exemptions
description: >-
The endpoint to retrieve all of the Chapter Exemption resources defined
by the IRS.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
chapterExemptions:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/chapter-exemptions/{id}':
get:
operationId: getChapterExemption
tags:
- Chapter Exemptions
description: >-
The endpoint to retrieve a Chapter Exemption resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/chapter-statuses':
get:
operationId: listChapterStatuses
tags:
- Chapter Statuses
description: >-
The endpoint to retrieve all of the Chapter Status resources defined by
the IRS.
parameters:
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
chapterStatuses:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/chapter-statuses/{id}':
get:
operationId: getChapterStatus
tags:
- Chapter Statuses
description: >-
The endpoint to retrieve a Chapter Status resource by its unique
identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/w8-types':
get:
operationId: listW8types
tags:
- W8 Types
description: >-
The endpoint to retrieve all of the W8 Type resources defined by the
IRS.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
W8Types:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/w8-types/{id}':
get:
operationId: getW8Type
tags:
- W8 Types
description: The endpoint to retrieve a W8 Type resource by its unique identifier.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: id
in: path
description: Identifies the resource for which the message is intended.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: Successful get.
content:
application/json:
schema:
allOf:
- type: object
properties:
id:
type: string
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/settings':
get:
operationId: listSettings
tags:
- Settings
description: The endpoint to retrieve all of the entity settings resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: includeInactive
in: query
description: Response will include inactive resources when set to true.
schema:
type: boolean
default: false
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
entitySettings:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
isEntitySubtypeMandatory:
type: boolean
description: >-
Indicates whether the entity subtype resource is
mandatory or not.
nullable: true
default: true
isIdentificationMandatory:
type: boolean
description: >-
Indicates whether the identification resource is
mandatory or not.
nullable: true
default: true
allowPrivacyOptOutAll:
type: boolean
description: >-
Indicates whether the privacy opt out all option
is provided.
nullable: true
default: true
allowAffiliateOptOutAll:
type: boolean
description: >-
Indicates whether the affiliate opt out all option
is provided.
nullable: true
default: true
defaultAddressLabelId:
type: string
format: uuid
description: The default address label id.
nullable: true
defaultAffiliateOptOutExceptionReasonId:
type: string
format: uuid
description: The default affiliate opt out exception reason id.
nullable: true
defaultDigitalContactPointLabelId:
type: string
format: uuid
description: The default digital contact point label id.
nullable: true
defaultIncomeLevelId:
type: string
format: uuid
description: The default income level id.
nullable: true
defaultPhoneLabelId:
type: string
format: uuid
description: The default phone label id.
nullable: true
defaultInsiderRoleId:
type: string
format: uuid
description: The default insider role id.
nullable: true
defaultLegalEntityExclusionReasonId:
type: string
format: uuid
description: The default legal entity exclusion reason id.
nullable: true
defaultIndividualTaxIdTypeId:
type: string
format: uuid
description: The default individual tax id type id.
nullable: true
defaultNonindividualTaxIdTypeId:
type: string
format: uuid
description: The default nonindividual tax id type id.
nullable: true
defaultIndividualEntitySubtypeId:
type: string
format: uuid
description: The default individual entity subtype id.
nullable: true
defaultNonindividualEntitySubtypeId:
type: string
format: uuid
description: The default nonindividual entity subtype id.
nullable: true
w8TaxReportingAutomateWithholding:
type: boolean
description: >-
Indicates if automatic withholding should occur on
expired W8s.
nullable: true
default: true
w8TaxReportingExpirationNoticeLeadDays:
type: integer
description: >
Number of days before W8 expiration date to
produce the W8 expiration notice.
Value must be between 0 and 999.
nullable: true
default: 0
addressLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
affiliateOptOutExceptionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
affiliateOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
chapterExemptions:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
chapterStatuses:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
countryCodes:
type: array
items:
type: object
properties:
numeric:
type: string
description: >-
The unique ISO three numeric character code for the
Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: >-
The unique ISO two Alpha character code for the
Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the
Country. Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
digitalContactPointLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
disabilities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
entitySubtypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ethnicities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
genders:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
identificationTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
incomeLevels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
insiderRoles:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
legalEntityExclusionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneSettings:
type: object
properties:
defaultCountryCallingCode:
type: string
description: >-
Default country calling code value. Tha length of
country calling code should not exceed 3.
nullable: true
default: '001'
privacyOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: >-
Designates which resource is to be used as
default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
pronouns:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
races:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
stateCodes:
type: array
items:
type: object
properties:
alpha2:
type: string
description: >-
The unique ISO two Alpha character code for the
State.
minLength: 2
maxLength: 2
nullable: false
fips:
type: string
description: The unique FIPS code for the State.
maxLength: 2
nullable: false
name:
type: string
description: The full name of the State.
maxLength: 255
nullable: false
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
w8Types:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/country-codes':
get:
operationId: listCountryCodes
tags:
- Country Codes
description: The method to retrieve all of the Country Code resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
countryCodes:
type: array
items:
type: object
properties:
numeric:
type: string
description: >-
The unique ISO three numeric character code for the
Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: >-
The unique ISO two Alpha character code for the
Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the
Country. Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/country-codes/{key}':
get:
operationId: getCountryCode
tags:
- Country Codes
description: The method to retrieve an individual Country Code resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: key
in: path
description: Identifies the value of the field to be filtered by.
required: true
schema:
type: string
- name: keyField
in: query
description: Identifies the field to filter the result by.
schema:
type: string
default: alpha2
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
numeric:
type: string
description: >-
The unique ISO three numeric character code for the
Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: The unique ISO two Alpha character code for the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the Country.
Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/county-codes':
get:
operationId: listCountyCodes
tags:
- County Codes
description: The method to retrieve all of the County Code resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
countyCodes:
type: array
items:
type: object
properties:
fips:
type: string
description: The unique FIPS code for the County.
maxLength: 5
nullable: false
name:
type: string
description: The name of the County.
maxLength: 255
nullable: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/county-codes/{fips}':
get:
operationId: getCountyCode
tags:
- County Codes
description: The method to retrieve an individual County Code resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: fips
in: path
description: Identifies the FIPS code to be returned.
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
fips:
type: string
description: The unique FIPS code for the County.
maxLength: 5
nullable: false
name:
type: string
description: The name of the County.
maxLength: 255
nullable: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/state-codes':
get:
operationId: listStateCodes
tags:
- State Codes
description: The method to retrieve all of the State Code resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
stateCodes:
type: array
items:
type: object
properties:
alpha2:
type: string
description: >-
The unique ISO two Alpha character code for the
State.
minLength: 2
maxLength: 2
nullable: false
fips:
type: string
description: The unique FIPS code for the State.
maxLength: 2
nullable: false
name:
type: string
description: The full name of the State.
maxLength: 255
nullable: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/entities/state-codes/{key}':
get:
operationId: getStateCode
tags:
- State Codes
description: The method to retrieve an individual State Code resources.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: key
in: path
description: Identifies the value of the field to be filtered by.
required: true
schema:
type: string
- name: keyField
in: query
description: Identifies the field to filter the result by.
schema:
type: string
default: alpha2
responses:
'200':
description: Successful get.
content:
application/json:
schema:
type: object
properties:
alpha2:
type: string
description: The unique ISO two Alpha character code for the State.
minLength: 2
maxLength: 2
nullable: false
fips:
type: string
description: The unique FIPS code for the State.
maxLength: 2
nullable: false
name:
type: string
description: The full name of the State.
maxLength: 255
nullable: false
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/aggregate-search/entities':
post:
operationId: searchAggregateRelationshipByEntitySearch
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by an Entity Search Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- schema:
type: string
default: '0'
name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
- schema:
type: string
default: '25'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: >-
An aggregate search request by searching for the entity first. Name or
TaxIdNumber is required
required: true
content:
application/json:
schema:
type: object
properties:
name:
type: string
description: >-
any part of a name, (first name, last name, preferred name).
You can put spaces between names to denote another part of a
name
minLength: 3
maxLength: 255
taxIdNumber:
type: string
description: The tax id number or ssn of the entity
nullable: true
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/aggregate-search/entities/{EntityId}':
get:
operationId: getAggregateRelationship
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by an EntityId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: EntityId
in: path
description: A unique identifier of the Entity
required: true
schema:
type: string
format: uuid
- schema:
type: string
default: '0'
name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
- schema:
type: string
default: '25'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/aggregate-search/relationships':
post:
operationId: searchAggregateRelationshipByRelationshipSearch
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by a Relationship Search
Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: >-
An aggregate search request by searching for the relationship first.
AssetId (Account Id) and Asset Type are required
required: true
content:
application/json:
schema:
type: object
properties:
assetId:
type: string
format: uuid
description: >
The unique identifier given to an account.
This value must be an existing account identifier. This is
the Account Id not the account number
nullable: true
assetType:
type: string
description: >-
The Asset Type. Currently the only accepted values is
Accounts
nullable: true
example: Accounts
enum:
- Accounts
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/aggregate-search/accounts':
post:
operationId: searchAggregateRelationshipByAccountSearch
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by an Account Search
Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: >-
An aggregate search request by searching for the Account first.
Account Number (Human Readable) and Account Type are required
required: true
content:
application/json:
schema:
type: object
properties:
accountNumber:
type: string
description: The human readable account number.
nullable: true
accountType:
type: string
description: The account type. lower case only
nullable: true
example: checking
enum:
- checking
- savings
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/aggregate-search/accounts/list':
post:
operationId: searchAggregateRelationshipByAccountListSearch
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships and entities by
Multiple Account id in a single call by an Account Search Request. All
returned entities are IRSReportable Entities
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: A list of accountIds
required: true
content:
application/json:
schema:
type: object
properties:
accountIds:
type: array
description: An array of strings
items:
type: string
format: uuid
description: AccountId
nullable: false
nullable: false
responses:
'200':
description: >-
Successful Search, IRS reportable entities, relationships, and
balance
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'207':
description: >-
Partial Success of finding accounts. Accounts not found will read
with an empty Entity and no relationships, with the accountNumber
Account Not Found. Other accounts that are found will have the
schema as 200 OK
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/aggregate-search/cards/list':
post:
operationId: AggregateSearchByCardList
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships and entities by
Multiple Card ids in a single call by an Card Search Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: A list of card ids
required: true
content:
application/json:
schema:
type: object
properties:
cardIds:
type: array
description: An array of strings
items:
type: string
description: The unique token given to a card.
nullable: false
nullable: false
responses:
'200':
description: 'Successful Search, entities, relationships, and cards'
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'207':
description: >-
Partial Success of finding cards. Cards not found will read with an
empty Entity and no relationships, with the MaskCard Not Found.
Other cards that are found will have the schema as 200 OK
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{enterpriseUserId}/aggregate-search/entities':
post:
operationId: searchAggregateRelationshipByEntitySearch1
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by an Entity Search Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- schema:
type: string
default: '0'
name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
- schema:
type: string
default: '25'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: >-
An aggregate search request by searching for the entity first. Name or
TaxIdNumber is required
required: true
content:
application/json:
schema:
type: object
properties:
name:
type: string
description: >-
any part of a name, (first name, last name, preferred name).
You can put spaces between names to denote another part of a
name
minLength: 3
maxLength: 255
taxIdNumber:
type: string
description: The tax id number or ssn of the entity
nullable: true
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{enterpriseUserId}/aggregate-search/entities/{EntityId}':
get:
operationId: getAggregateRelationship1
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by an EntityId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: EntityId
in: path
description: A unique identifier of the Entity
required: true
schema:
type: string
format: uuid
- schema:
type: string
default: '0'
name: offset
in: query
required: false
description: >-
When returning a list of results, the offset determines the number
of records to skip before returning the result. If the offset is not
provided, the server will return the first set of records.
example: '?offset=50'
- schema:
type: string
default: '25'
name: count
in: query
required: false
description: >-
The count of records requested. The server may limit the number of
records returned in a single response. If the count is not provided,
the server will return a default number of records.
example: '?count=100'
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{enterpriseUserId}/aggregate-search/relationships':
post:
operationId: searchAggregateRelationshipByRelationshipSearch1
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by a Relationship Search
Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: >-
An aggregate search request by searching for the relationship first.
AssetId (Account Id) and Asset Type are required
required: true
content:
application/json:
schema:
type: object
properties:
assetId:
type: string
format: uuid
description: >
The unique identifier given to an account.
This value must be an existing account identifier. This is
the Account Id not the account number
nullable: true
assetType:
type: string
description: >-
The Asset Type. Currently the only accepted values is
Accounts
nullable: true
example: Accounts
enum:
- Accounts
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{enterpriseUserId}/aggregate-search/accounts':
post:
operationId: searchAggregateRelationshipByAccountSearch1
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships, entities,
accounts, and transactions in a single call by an Account Search
Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: NoBalance
in: query
description: >
If set to true, the response will not include the
balance/transaction information.
Example: `.../resource?NoBalance=true`
required: false
schema:
type: string
default: 'false'
requestBody:
description: >-
An aggregate search request by searching for the Account first.
Account Number (Human Readable) and Account Type are required
required: true
content:
application/json:
schema:
type: object
properties:
accountNumber:
type: string
description: The human readable account number.
nullable: true
accountType:
type: string
description: The account type. lower case only
nullable: true
example: checking
enum:
- checking
- savings
responses:
'200':
description: Successful Search
content:
application/json:
schema:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource
is applicable to.
See Entity Types resource for valid values.
The values of the property array items must
be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede
the name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated
with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be
null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the
entity.
Not applicable for `Nonindividual` entity types and
the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier
of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must
have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for
Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in
the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is
true when no relationship exists for the
assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be
used for IRS reporting. Default is true when
assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number
assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a
product assigned to an account. Attributes
that can be defined are: cycle day, OD/NSF
charges, fees, dormant days, accrual methods
if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month
when all account activity will be cycled to
assess services charges, pay interest (if
applicable), and generate an account
statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account
was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account
was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account
status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in
conjunction with the Number of Days at a zero
balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for
the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges
can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account
is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of
the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier
that represents the available balance
calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of
the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount
for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
that excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account
can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance
that includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance
based on the RegEOptIn value calculation. If
the value is accept the overdraftLimit is
included. If the value is NOT accept
overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set
on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{enterpriseUserId}/aggregate-search/accounts/list':
post:
operationId: searchAggregateRelationshipByAccountListSearch1
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships and entities by
Multiple Account id in a single call by an Account Search Request. All
returned entities are IRSReportable Entities
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: A list of accountIds
required: true
content:
application/json:
schema:
type: object
properties:
accountIds:
type: array
description: An array of strings
items:
type: string
format: uuid
description: AccountId
nullable: false
nullable: false
responses:
'200':
description: >-
Successful Search, IRS reportable entities, relationships, and
balance
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'207':
description: >-
Partial Success of finding accounts. Accounts not found will read
with an empty Entity and no relationships, with the accountNumber
Account Not Found. Other accounts that are found will have the
schema as 200 OK
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/enterprise/{enterpriseUserId}/aggregate-search/cards/list':
post:
operationId: AggregateSearchByCardList1
tags:
- Aggregate Relationship Search
description: >-
This endpoint allows you to search for relationships and entities by
Multiple Card ids in a single call by an Card Search Request.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: A list of card ids
required: true
content:
application/json:
schema:
type: object
properties:
cardIds:
type: array
description: An array of strings
items:
type: string
description: The unique token given to a card.
nullable: false
nullable: false
responses:
'200':
description: 'Successful Search, entities, relationships, and cards'
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'207':
description: >-
Partial Success of finding cards. Cards not found will read with an
empty Entity and no relationships, with the MaskCard Not Found.
Other cards that are found will have the schema as 200 OK
content:
application/json:
schema:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this
resource is applicable to.
See Entity Types resource for valid
values.
The values of the property array items
must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for
the following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should
precede the name of the entity. For example,
MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name
associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must
be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of
the entity.
Not applicable for `Nonindividual` entity
types and the value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: >
Defines the last name of the entity.
For Nonindividual types, it serves as the
entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name
associated with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last
contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: >-
This attribute represents the entity's VIP
status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: >-
The unformatted numeric only phone
number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation
for a multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: >-
An array of digital contact points for the
Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital
Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address.
Must have at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: >-
The city in which the address is
located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address
is located.
Must use the unique ISO Alpha two
character state (region) code for US
addresses.
If the Country is not US, this can be
any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value
must match the state (region) as per the
FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code
for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive)
or south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: >-
The time zone in which the address is
located.
nullable: true
maxLength: 5
description:
type: string
description: >-
A short identifying description for the
resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date
for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for
Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: >-
Indicates the address is in a foreign
country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the State in which the Address is
located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for
the County in which the Address is
located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Census Tract in which the Address is
located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in
which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address
is located in a qualifying Community
Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of
contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: >
The unique identifier given to an
entity.
This value must be an existing entity
identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset.
This value must be an existing asset
identifier in the service defined by
assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset.
Identifier mapping for asset id based on
asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No,
Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default
is true when no relationship exists for
the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to
be used for IRS reporting. Default is
true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: >-
The timestamp of when the resource was
created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account
number assigned to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of
a product assigned to an account.
Attributes that can be defined are:
cycle day, OD/NSF charges, fees, dormant
days, accrual methods if interest is
paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the
month when all account activity will be
cycled to assess services charges, pay
interest (if applicable), and generate
an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the
account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the
account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account status changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the
account is charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account
will automatically close when brought to
a zero balance. This attribute will work
in conjunction with the Number of Days
at a zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value
for the associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is
set to waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service
charges can be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an
account is set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal
withholding is taken from interest
accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state
withholding is taken from interest
accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate
of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of
the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account
number associated with the account
identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: >-
This enum attribute defines the account
type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: >-
This enum attribute defines the account
status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique
identifier that represents the available
balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description
of the available balance calculation
setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current
balance of the account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for
the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float
amount for the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance that excludes overdraft
protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the
account can overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available
balance that includes overdraft
protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account
RegEOptIn setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency
type. USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available
balance based on the RegEOptIn value
calculation. If the value is accept the
overdraftLimit is included. If the value
is NOT accept overdraftLimit is
excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: >-
The expiration date of the card in MM/YY
format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: >-
The unique identifier given to an
account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and
the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: >-
The unique identifier given to an
institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has
been set on the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the
PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of
the read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the
read pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: >-
The total number of records requested for
pagination
type: integer
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
'/a/api/entity-svcs/v1/{InstitutionUniversalId}/profile-images/{linkId}':
post:
operationId: uploadProfileImage
tags:
- Profile Image Service
description: >
This endpoint allows you to upload a profile image for an service key
and linkId.
The linkId is a unique identifier specific serviceKey, such as
entity-svcs and a entityId as the linkId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: linkId
in: path
description: A unique identifier for the specific serviceKey.
required: true
schema:
type: string
format: uuid
requestBody:
description: A profile image that will be uploaded and stored for later retrieval.
required: true
content:
multipart/form-data:
schema:
type: object
properties:
file:
type: string
format: binary
description: >
The file to upload. The file must be a valid image format
(PNG, JPEG, GIF). The maximum file size is .5MB. The image
file must have a key called 'image'.
responses:
'201':
description: Content created
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: getProfileImage
tags:
- Profile Image Service
description: >
This endpoint allows you to retrieve a profile image by the service key
and LinkId.
The linkId is a unique identifier specific serviceKey, such as
entity-svcs and a entityId as the linkId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: linkId
in: path
description: A unique identifier for the specific serviceKey.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: >-
Successful retrieval of profile image based on the mime type of the
image.
content:
multipart/form-data:
schema:
type: object
properties:
file:
type: string
format: binary
description: >
The file to upload. The file must be a valid image format
(PNG, JPEG, GIF). The maximum file size is .5MB.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: putProfileImage
tags:
- Profile Image Service
description: >-
This endpoint allows you to update the profile image and record for
serviceKey and an unique linkId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: linkId
in: path
description: A unique identifier for the specific serviceKey.
required: true
schema:
type: string
format: uuid
requestBody:
description: A profile image that will replace the previous image stored.
required: true
content:
image/png:
schema:
type: string
format: binary
image/jpeg:
schema:
type: string
format: binary
image/gif:
schema:
type: string
format: binary
responses:
'204':
description: No content - Successful update
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
delete:
operationId: deleteProfileImage
tags:
- Profile Image Service
description: >-
This endpoint allows you to delete a profile image and the record for
the image by service key and unique linkId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: linkId
in: path
description: A unique identifier for the specific serviceKey.
required: true
schema:
type: string
format: uuid
responses:
'204':
description: No content - Successful delete
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
head:
operationId: headProfileImage
tags:
- Profile Image Service
description: >
This endpoint allows you to retrieve the headers of a profile image by
the service key and LinkId.
The linkId is a unique identifier specific serviceKey, such as
entity-svcs and a entityId as the linkId.
parameters:
- name: InstitutionUniversalId
in: path
description: >-
A unique identifier to establish the identity of an
Institution/Environment/Brand combination
required: true
schema:
type: string
- name: linkId
in: path
description: A unique identifier for the specific serviceKey.
required: true
schema:
type: string
format: uuid
responses:
'200':
description: >
Successful retrieval of header information for profile image based
on the mime type of the image, and the size of the image.
'400':
description: >-
The server could not understand the request due to an invalid
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
'401':
description: >-
Although the HTTP standard specifies "unauthorized", semantically
this response means "unauthenticated". That is, the client must
authenticate itself to get the requested response.
'403':
description: >-
The client does not have access rights to the content; that is, it
is unauthorized, so the server is refusing to give the requested
resource. Unlike 401, the clients identity is known to the server.
'404':
description: >-
The server can not find the requested resource. In an API, this can
also mean that the endpoint is valid but the resource itself does
not exist. Servers may also send this response instead of 403 to
hide the existence of a resource from an unauthorized client.
'500':
description: >-
An unexpected internal server error occurred while processing the
request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: >-
A string path which uniquely classifies the domain of the
error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: >-
An array of end-user readable strings which provide
additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: >
Additional data that could be useful to a developer or for
handing the error programmatically. The schema for the
data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
components:
schemas:
AbilitiesResponse:
type: object
required:
- addEntities
- addEntityRelationships
- addEntitySettings
- addProfileImages
- deleteEntities
- deleteEntityRelationships
- deleteEntitySettings
- deleteProfileImages
- editEntities
- editEntitlements
- editEntityRelationships
- editEntitySettings
- editProfileImages
- editTaxIDNumbers
- searchEntities
- searchEntityRelationships
- viewEntities
- viewEntitlements
- viewEntityRelationships
- viewEntityReports
- viewEntitySettings
- viewProfileImages
- viewTaxIDNumbers
properties:
addEntities:
type: boolean
nullable: false
default: false
addEntityRelationships:
type: boolean
nullable: false
default: false
addEntitySettings:
type: boolean
nullable: false
default: false
addProfileImages:
type: boolean
nullable: false
default: false
deleteEntities:
type: boolean
nullable: false
default: false
deleteEntityRelationships:
type: boolean
nullable: false
default: false
deleteEntitySettings:
type: boolean
nullable: false
default: false
deleteProfileImages:
type: boolean
nullable: false
default: false
editEntities:
type: boolean
nullable: false
default: false
editEntitlements:
type: boolean
nullable: false
default: false
editEntityRelationships:
type: boolean
nullable: false
default: false
editEntitySettings:
type: boolean
nullable: false
default: false
editProfileImages:
type: boolean
nullable: false
default: false
editTaxIDNumbers:
type: boolean
nullable: false
default: false
searchEntities:
type: boolean
nullable: false
default: false
searchEntityRelationships:
type: boolean
nullable: false
default: false
viewEntities:
type: boolean
nullable: false
default: false
viewEntitlements:
type: boolean
nullable: false
default: false
viewEntityRelationships:
type: boolean
nullable: false
default: false
viewEntityReports:
type: boolean
nullable: false
default: false
viewEntitySettings:
type: boolean
nullable: false
default: false
viewProfileImages:
type: boolean
nullable: false
default: false
viewTaxIDNumbers:
type: boolean
nullable: false
default: false
CreateAddressRequest:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid ISO
3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses only.
If the state value is provided, this attribute value must be
valid for the state as per the state's FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not provided.
It will be validated for existence against the `CountryCode`
settings if the value is not the default "US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south (negative)
from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west (negative)
from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in which the
Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in which the
Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in which
the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan Statistical
Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
CreateAddressResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetAddressResponse:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at least one
element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state (region) code
for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the state
(region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: The unique ISO Alpha two character code for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south (negative)
from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west (negative)
from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in which the
Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in which the
Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in which
the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan Statistical
Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
GetStructuredAddressResponse:
type: object
required:
- details
properties:
adrTp:
type: string
description: The type of address (structured or hybrid)
nullable: true
bldgNm:
type: string
description: The name of the building
nullable: true
bldgNb:
type: string
description: The number of the building
nullable: true
ctrySubDvsn:
type: string
description: The country subdivision
nullable: true
ctry:
type: string
description: The country
nullable: true
dept:
type: string
description: The department
nullable: true
dstrctNm:
type: string
description: The district name
nullable: true
flr:
type: string
description: The floor
nullable: true
pstBx:
type: string
description: The postbox
nullable: true
pstCd:
type: string
description: The postcode
nullable: true
room:
type: string
description: The room
nullable: true
strtNm:
type: string
description: The street name
nullable: true
subDept:
type: string
description: The sub department
nullable: true
twnLctnNm:
type: string
description: The town location name
nullable: true
twnNm:
type: string
description: The town name
nullable: true
ListAddressResponse:
type: object
properties:
addresses:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at least
one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state (region)
code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the state
(region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: The unique ISO Alpha two character code for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
ReplaceAddressRequest:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid ISO
3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses only.
If the state value is provided, this attribute value must be
valid for the state as per the state's FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not provided.
It will be validated for existence against the `CountryCode`
settings if the value is not the default "US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south (negative)
from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west (negative)
from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in which the
Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in which the
Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in which
the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan Statistical
Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
GetAffiliateOptOutResponse:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
ListAffiliateOptOutResponse:
type: object
properties:
AffiliateOptOuts:
type: array
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
ReplaceAffiliateOptOutRequest:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
ResourceIdentifier:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
CreateDigitalContactPointRequest:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
CreateDigitalContactPointResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetDigitalContactPointResponse:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
ListDigitalContactPointResponse:
type: object
properties:
digitalContactPoints:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
ReplaceDigitalContactPointRequest:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
CreateEmploymentRequest:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: This attribute defines the employer of the employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: This attribute defines the occupation of the employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the employment
record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the employment
record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate` must be
greater than or equal to `startDate`.
nullable: true
example: 2024-12
CreateEmploymentResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetEmploymentResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: This attribute defines the employer of the employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: This attribute defines the occupation of the employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the employment
record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the employment
record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate` must be
greater than or equal to `startDate`.
nullable: true
example: 2024-12
ListEmploymentsResponse:
type: object
properties:
employments:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: This attribute defines the employer of the employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate` must
be greater than or equal to `startDate`.
nullable: true
example: 2024-12
ReplaceEmploymentRequest:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: This attribute defines the employer of the employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: This attribute defines the occupation of the employment record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the employment
record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the employment
record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate` must be
greater than or equal to `startDate`.
nullable: true
example: 2024-12
GetEntitlementResponse:
type: object
properties:
viewVip:
type: boolean
nullable: false
default: false
editVip:
type: boolean
nullable: false
default: false
viewInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
editInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
editEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
editEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
ReplaceEntitlementRequest:
type: object
properties:
viewVip:
type: boolean
nullable: false
default: false
editVip:
type: boolean
nullable: false
default: false
viewInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
editInsiderRoles:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
editEntitiesAllowed:
type: array
items:
type: string
format: uuid
default: []
viewEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
editEntitiesDenied:
type: array
items:
type: string
format: uuid
default: []
CreateEntityRequest:
required:
- addresses
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is true,
this property must have an Id value.
The entity subtype must also be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type based on
`EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name of
the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value
must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the name of
the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US person/Org
or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer Identification
Number used for tax purposes in the country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of Individual or
the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of Individual or
the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated to
entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to entity's
account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the entity.
It is a free-form text field that describes the primary business
activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps FIs
decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of the
entity.
The default value for CurrencyType is USD. Currently the only
valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
militaryInformation:
allOf:
- type: object
description: The military information associated with this entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of this
entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: This is the date active duty status was verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active duty
status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from active duty
status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all Privacy
Opt Out options.
This value can only be set to true if the Institution's entity
settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about the
Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all Affiliate
Opt Out options.
This value can only be set to true if the Institution's entity
settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the FinCEN
Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion reason
must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity` is set
to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country code that
should be present in `CountryCode` settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the commercial
entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to categorize the
commercial entity based on primary economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of a
commercial entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial statement
date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
addresses:
type: array
description: >
An array of addresses for the entity.
To create an entity, at least one address is required in the
addresses list, and one of the addresses must be a mailing
address.
More than one Tax Address or Mailing Address is not
allowed.
nullable: false
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
minItems: 1
description: |
The individual lines of the address.
At least one line is required.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
For US addresses, it will be validated against a valid
ISO 3166-2 code.
For non-US addresses, it will not be validated.
nullable: true
maxLength: 63
postalCode:
type: string
description: |
The postal code linked to the address.
It should be an alphanumeric value.
nullable: false
maxLength: 11
county:
type: string
description: >
The County for the address. Valid for US addresses
only.
If the state value is provided, this attribute value
must be valid for the state as per the state's FIPS
code.
nullable: true
maxLength: 255
country:
type: string
description: >
The ISO Alpha-2 country code. Defaults to 'US' if not
provided.
It will be validated for existence against the
`CountryCode` settings if the value is not the default
"US".
The value will be capitalized.
nullable: true
default: US
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: |
The time zone in which the address is located.
Alpha Only characters allowed.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract
in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is
located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in
a qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line
phone number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
isPreferredContactText:
type: boolean
description: >
Indicates the Phone Number is the preferred method for
text communication to be used for the Entity.
This property is only available when creating an Entity.
Only one Phone Number can be preferred text.
isPreferredContactVoice:
type: boolean
description: >
Indicates the Phone Number is the preferred method for
voice communication to be used for the Entity.
This property is only available when creating an Entity.
Only one Phone Number can be preferred voice.
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Digital Contact Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
isPreferredContactEmail:
type: boolean
description: >
Indicates the Digital Contact Point is the preferred email
address to be used for the Entity.
This property is only available when creating an Entity.
The Digital Contact Point Type must be "Email" and only
one email address can be preferred.
identifications:
type: array
description: >
An array of Identification related information used to verify an
entity's identity.
Duplicate values are not allowed in the list.
It must not be empty when `IsIdentificationMandatory` of
`EntitySettings` is true.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number
corresponding to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the
identification document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: |
An array of Privacy Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the default
value of `PrivacyOptOutType` settings.
If the value is true and `PrivacyOptOutType.NoOptOut`
settings is true,
it will return an error indicating the `Opt out type`
cannot be opted out of.
type: boolean
affiliateOptOuts:
type: array
description: |
An array of Affiliate Opt Out options.
Duplicate values are not allowed in the list.
nullable: true
items:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the Opt Out Type.
value:
description: >
If the value is null, it will be set with the default
value of `AffiliateOptOutType` settings.
If the value is true and `AffiliateOptOutType.NoOptOut`
settings is true,
it will return an error indicating the `Opt out type`
cannot be opted out of.
type: boolean
exceptionReason:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: >-
This attribute defines the employer of the employment
record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate`
must be greater than or equal to `startDate`.
nullable: true
example: 2024-12
CreateEntityResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetEntityResponse:
type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name of the
entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: |
This attribute defines the first name associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value must
be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the name of the
entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US person/Org or
not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer Identification Number
used for tax purposes in the country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of Individual or the
start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of Individual or the
end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated to entity's
account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: This attribute defines the branch Id associated to entity's account.
nullable: true
netWorth:
description: >
This attribute specifies the net worth currency value of the entity.
The default value for CurrencyType is USD. Currently the only valid
value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the default
value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
militaryInformation:
type: object
description: The military information associated with this entity.
properties:
status:
type: string
description: This attribute indicates the military status of this entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: This is the date active duty status was verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: This date indicates the start date of active duty status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: This date indicates the separation date from active duty status.
nullable: true
nullable: true
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all Privacy Opt
Out options.
This value can only be set to true if the Institution's entity
settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about the Privacy
Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all Affiliate Opt
Out options.
This value can only be set to true if the Institution's entity
settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the FinCEN
Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion reason must
be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities participating in
financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
numeric:
type: string
description: >-
The unique ISO three numeric character code for the
Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: The unique ISO two Alpha character code for the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the
Country. Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
chapterStatus:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
foreignCertificationInformation:
type: object
properties:
w8Type:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
preferredContactVoiceId:
type: string
description: |
The Id of the preferred phone number for voice calls.
The value must reference an existing Phone Number for the Entity.
nullable: true
format: uuid
preferredContactTextId:
type: string
description: |
The Id of the preferred phone number for text messages.
The value must reference an existing Phone Number for the Entity.
nullable: true
format: uuid
preferredContactEmailId:
type: string
description: >
The Id of the preferred contact method for emails.
The value must reference an existing Digital Contact Point of Type
'Email' for the Entity.
nullable: true
format: uuid
taxAddressId:
type: string
description: The Id of the tax address.
nullable: true
format: uuid
mailingAddressId:
type: string
description: The Id of the mailing address.
nullable: true
format: uuid
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial Classification
(SIC) code used to classify the commercial entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to categorize the
commercial entity based on primary economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of a
commercial entity.
The default value for CurrencyType is USD. Currently the only
valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: |
This attribute defines the commercial financial statement date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
addresses:
type: array
description: An array of addresses for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at least
one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state (region)
code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the state
(region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: The unique ISO Alpha two character code for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a multi-line
phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
identifications:
type: array
description: >-
An array of Identification related information used to verify an
entity's identity.
nullable: true
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number corresponding
to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
privacyOptOuts:
type: array
description: An array of Privacy Opt Out options.
nullable: true
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
affiliateOptOuts:
type: array
description: An array of Affiliate Opt Out options.
nullable: true
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
exceptionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
exceptionDate:
type: string
format: date
description: |
The date when the Opt Out Exception takes effect.
Date must be current date or a future date.
nullable: true
revokeDate:
type: string
format: date
description: |
The date when the Opt Out is to be revoked.
Date must be a current date or a future date.
nullable: true
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
employments:
type: array
description: An array of Employments for the entity.
nullable: true
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
employer:
type: string
description: This attribute defines the employer of the employment record.
nullable: true
maxLength: 255
occupation:
type: string
description: >-
This attribute defines the occupation of the employment
record.
nullable: true
maxLength: 255
startDate:
type: string
description: >
This attribute defines the start month and year of the
employment record (yyyy-MM).
It must be a current month or past month.
nullable: true
example: 2024-12
endDate:
type: string
description: >
This attribute defines the end month and year of the
employment record (yyyy-MM).
If both `startDate` and `endDate` are provided, `endDate` must
be greater than or equal to `startDate`.
nullable: true
example: 2024-12
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps FIs decide
whether to approve loans or credit cards.
minLength: 3
maxLength: 3
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the entity.
It is a free-form text field that describes the primary business
activity of the entity.
nullable: true
maxLength: 255
GetForeignTaxIdNumberResponse:
type: object
required:
- id
- taxIdNumber
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
taxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer Identification Number
used for tax purposes in the country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
GetTaxIdNumberResponse:
type: object
required:
- id
- taxIdNumber
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
ListEntitySearchResponse:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name
of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value
must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at
least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state
(region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the
state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State
in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County
in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract
in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is
located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located
in a qualifying Community Reinvestment Act (CRA)
area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read pointer for
pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
ListEntitySearchModel:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name of the
entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: |
This attribute defines the first name associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value must
be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a multi-line
phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at least
one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state (region)
code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the state
(region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: The unique ISO Alpha two character code for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
SearchEntityRequest:
type: object
description: >
This element is used to search for an Entity using different address
components such as
Name, Tax Id Number, Phone Number, Digital Contact Point and Address.
Atleast one of `taxIdNumber`, `phoneNumber`, `digitalContactPoint`,
`address` or `name` element must contain a value.
properties:
taxIdNumber:
type: string
description: >
This element identifies the value used to search for an Entity by
Tax Id Number.
Matching Entities Tax Id Number Identifiers must contain value
presented.
It must contain only numeric characters.
nullable: true
minLength: 3
name:
type: string
description: >
This element identifies the value used to search for an Entity by
name.
All name fields identified in `nameSearchFields` element will be
searched.
nullable: true
minLength: 3
phoneNumber:
type: string
description: >
This element identifies the value used to search for an Entity by
Phone Number.
Matching Entities Phone Numbers must contain value presented.
Must be a numeric value.
nullable: true
minLength: 3
digitalContactPoint:
type: string
description: >
This element identifies the value used to search for an Entity by
Digital Contact Point.
Matching Entities Digital Contact Point Identifiers must contain
value presented.
nullable: true
minLength: 3
address:
type: string
description: >
This element is used to search for an Entity using different address
components.
Accepts any alphanumeric value. String separators will be stripped
out and not included with search terms.
nullable: true
minLength: 3
maxLength: 1024
SemanticSearchEntityRequest:
type: object
description: >
Perform a Semantic Search using natural language processing to find
relevant Entities.
properties:
semanticSearchText:
type: string
description: The text input used to perform the semantic search for entities.
minLength: 3
SearchEntityResponse:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name
of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value
must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at
least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state
(region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the
state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State
in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County
in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract
in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is
located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located
in a qualifying Community Reinvestment Act (CRA)
area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read pointer for
pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
searchEntitiesAutoCompleteResponse:
type: object
properties:
entities:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
name:
type: string
description: The name of the entity.
nullable: true
SearchEntityModel:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name of the
entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: |
This attribute defines the first name associated with the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value must
be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a multi-line
phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at least
one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state (region)
code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the state
(region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: The unique ISO Alpha two character code for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: This attribute defines the start date for Seasonal Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: This attribute defines the end date for Seasonal Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State in
which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County in
which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract in
which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located in a
qualifying Community Reinvestment Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
ReplaceEntityRequest:
allOf:
- type: object
required:
- entityType
- taxIdType
- entitySubtypeId
- lastName
- taxInformation
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityType:
type: string
description: |
This attribute identifies the entity type.
nullable: false
enum:
- Individual
- Nonindividual
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >
If `IsEntitySubtypeMandatory` of `EntitySettings` is true,
this property must have an Id value.
The entity subtype must also be valid for the entity type
based on `EntityTypesApplicable` settings.
taxIdType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >
The tax id type must be valid for the entity type based on
`EntityTypesApplicable` settings.
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name of
the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value
must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
suffix:
type: string
description: >-
This attribute defines the suffix that should follow the name of
the entity.
nullable: true
maxLength: 31
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
foreignEntity:
type: boolean
description: >-
This attribute designates whether the entity is a US person/Org
or not.
nullable: true
default: false
foreignTaxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer Identification
Number used for tax purposes in the country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
startDate:
type: string
format: date
description: >
This attribute defines either the birth date of Individual or
the start date of Nonindividual.
Must be a current date or past date.
nullable: true
endDate:
type: string
format: date
description: >
This attribute defines either the deceased date of Individual or
the end date of Nonindividual.
Must be a current date or past date.
nullable: true
entityOfficerId:
type: string
format: uuid
description: >-
This attribute defines the primary officer Id associated to
entity's account.
nullable: true
entityBranchAddressId:
type: string
format: uuid
description: >-
This attribute defines the branch Id associated to entity's
account.
nullable: true
natureOfBusiness:
type: string
description: >
This attribute defines the nature of business for the entity.
It is a free-form text field that describes the primary business
activity of the entity.
nullable: true
maxLength: 255
taxReturnDate:
type: string
format: date-time
description: |
This attribute defines the commercial tax return date.
Must be a current date or past date.
nullable: true
ficoScore:
type: string
format: numeric only
description: >
This attribute is the FICO score of the entity.
A numerical representation of the credit risk that helps FIs
decide whether to approve loans or credit cards.
minLength: 3
maxLength: 3
netWorth:
description: >
This attribute specifies the net worth currency value of the
entity.
The default value for CurrencyType is USD. Currently the only
valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
gender:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
pronoun:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
race:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
ethnicity:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
disability:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
incomeLevel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
militaryInformation:
allOf:
- type: object
description: The military information associated with this entity.
properties:
status:
type: string
description: >-
This attribute indicates the military status of this
entity.
nullable: true
enum:
- Active Duty
- Reserve
- Inactive
- Dependent
activeDutyVerificationDate:
type: string
format: date
description: This is the date active duty status was verified.
nullable: true
activeDutyStartDate:
type: string
format: date
description: >-
This date indicates the start date of active duty
status.
nullable: true
activeDutySeparationDate:
type: string
format: date
description: >-
This date indicates the separation date from active duty
status.
nullable: true
nullable: true
- description: >-
For `Nonindividual` entity type, providing a value will
result in a validation error indicating that it is not
applicable.
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
privacyOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all Privacy
Opt Out options.
This value can only be set to true if the Institution's entity
settings `AllowPrivacyOptOutAll` value is true.
nullable: true
default: false
privacyActLastNoticeDate:
type: string
format: date-time
description: >
The timestamp of when the entity was last notified about the
Privacy Act.
Must be current date or a past date.
nullable: true
affiliateOptOutAll:
type: boolean
description: >
Designates if the entity has chosen to opt out of all Affiliate
Opt Out options.
This value can only be set to true if the Institution's entity
settings AllowAffiliateOptOutAll value is true.
nullable: true
default: false
includeLegalEntity:
type: boolean
description: >
This attribute represents the entity's inclusion to the FinCEN
Customer Due Diligence (CDD) processes.
If the value is set as false, the legal entity exclusion reason
must be provided.
nullable: true
default: false
legalEntityExclusionReason:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- description: >-
The attribute is required when `includeLegalEntity` is set
to `false`.
legalEntityId:
type: string
description: >-
A unique alphanumeric identifier for legal entities
participating in financial transactions.
nullable: true
maxLength: 20
taxInformation:
type: object
required:
- irsReportable
properties:
taxIdCertificationStatus:
type: string
description: The status of the Tax Id certification.
nullable: true
enum:
- IRS has generated B notice
- Entity has certified the TIN provided
- TIN certificate has been sent to entity
taxIdCertificationDate:
type: string
format: date
description: |
The date the Tax Id was certified.
Must be a current date or past date.
nullable: true
bNoticesSent:
type: number
format: int32
default: 0
description: |
The number of B Notices sent to the Entity.
Valid values: 0, 1, 2
nullable: true
lastBNoticeDate:
type: string
format: date
description: |
The date the last B Notice was sent to the Entity.
Must be a current date or past date.
nullable: true
irsReportable:
type: string
description: Indicates how the Entity will report to the IRS.
nullable: false
enum:
- IRS Reportable
- Foreign IRS Reportable
- Non-IRS Reportable
foreignEntityInformation:
type: object
properties:
citizenshipCountry:
type: object
properties:
alpha2:
description: >
Must be a valid ISO 3166-1 alpha-2 country code that
should be present in `CountryCode` settings.
type: string
minLength: 2
maxLength: 2
nullable: false
reportingChapter:
type: string
description: The Reporting Chapter used by the Entity.
nullable: true
enum:
- Chapter 3
- Chapter 4
chapterExemption:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
chapterStatus:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
foreignCertificationInformation:
type: object
properties:
w8Type:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
w8CertificationDate:
type: string
format: date
description: |
The date the W8 Form was certified.
Must be a current date or past date.
nullable: true
w8ExpirationDate:
type: string
format: date
description: |
The date the W8 Form expires.
Must be a future date.
nullable: true
giinId:
type: string
description: |
The GIIN Id used by the Entity.
nullable: true
maxLength: 19
giinProvidedDate:
type: string
format: date
description: |
The date the GIIN was provided.
Must be a current date or past date.
nullable: true
giinCertificationDate:
type: string
format: date
description: |
The date the GIIN was certified.
Must be a current date or past date.
nullable: true
commercial:
type: object
properties:
sicCode:
type: string
format: numeric only
description: >-
This attribute defines the Standard Industrial
Classification (SIC) code used to classify the commercial
entity by industry.
minLength: 4
maxLength: 4
naicsCode:
type: string
format: numeric only
description: >-
This attribute defines the North American Industry
Classification System (NAICS) code used to categorize the
commercial entity based on primary economic activity.
minLength: 4
maxLength: 4
grossAnnualRevenue:
description: >
This attribute specifies the gross annual revenue of a
commercial entity.
The default value for CurrencyType is USD. Currently the
only valid value is USD.
nullable: true
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is the
default value.
nullable: true
default: usd
additionalProperties: false
financialStatementDate:
type: string
format: date
description: >
This attribute defines the commercial financial statement
date.
Must be a current date or past date.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
- type: object
properties:
preferredContactVoiceId:
type: string
description: >
The Id of the preferred phone number for voice calls.
The value must reference an existing Phone Number for the
Entity.
nullable: true
format: uuid
preferredContactTextId:
type: string
description: >
The Id of the preferred phone number for text messages.
The value must reference an existing Phone Number for the
Entity.
nullable: true
format: uuid
preferredContactEmailId:
type: string
description: >
The Id of the preferred contact method for emails.
The value must reference an existing Digital Contact Point of
Type 'Email' for the Entity.
nullable: true
format: uuid
taxAddressId:
type: string
description: The Id of the tax address.
nullable: true
format: uuid
mailingAddressId:
type: string
description: The Id of the mailing address.
nullable: true
format: uuid
ReplaceForeignTaxIdNumberRequest:
type: object
required:
- taxIdNumber
properties:
taxIdNumber:
type: string
description: >
This attribute specifies the foreign Taxpayer Identification Number
used for tax purposes in the country of residence.
It will be utilized for 1042-S reporting.
Must consist only of alphanumeric characters.
maxLength: 25
nullable: true
ReplaceTaxIdNumberRequest:
type: object
required:
- taxIdNumber
properties:
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
TaxIdNumberExistsRequest:
type: object
required:
- taxIdNumber
properties:
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
CreateIdentificationRequest:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
required:
- id
description: |
The Id must be a valid Identification Type Id.
idNumber:
type: string
description: >-
This attribute defines the identification Number corresponding to
the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the identification
document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued place or
city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the identification
document.
Must be a future date.
nullable: true
CreateIdentificationResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetIdentificationResponse:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number corresponding to
the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the identification
document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued place or
city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the identification
document.
Must be a future date.
nullable: true
ListIdentificationResponse:
type: object
properties:
identifications:
type: array
items:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
required:
- id
description: |
The Id must be a valid Identification Type Id.
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
idNumber:
type: string
description: >-
This attribute defines the identification Number corresponding
to the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the
identification document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued
place or city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the
identification document.
Must be a future date.
nullable: true
ReplaceIdentificationRequest:
type: object
required:
- idNumber
- idType
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
idType:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
required:
- id
description: |
The Id must be a valid Identification Type Id.
idNumber:
type: string
description: >-
This attribute defines the identification Number corresponding to
the identification type defined.
nullable: false
maxLength: 255
issuedBy:
type: string
description: >-
This attribute defines the authority who issued the identification
document.
nullable: true
maxLength: 255
placeIssued:
type: string
description: >-
This attribute defines the identification document issued place or
city.
nullable: true
maxLength: 255
issuedDate:
type: string
format: date
description: >
This attribute defines the issued date of the identification
document.
Must be a current date or past date.
nullable: true
expirationDate:
type: string
format: date
description: >
This attribute defines the expiration date of the identification
document.
Must be a future date.
nullable: true
CreatePhoneRequest:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line phone
number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
CreatePhoneResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetPhoneNumberResponse:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a multi-line phone
number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
ListPhoneNumberResponse:
type: object
properties:
phoneNumbers:
type: array
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a multi-line
phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
ReplacePhoneNumberRequest:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >
Internal phone extension designation for a multi-line phone
number.
Numeric only.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: |
International country code with omitted prefix.
Numeric only.
nullable: true
label:
type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
description: The Id must be a valid Phone Number Label Id.
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for this
point of contact.
nullable: true
default: false
GetPrivacyOptOutResponse:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
ListPrivacyOptOutResponse:
type: object
properties:
PrivacyOptOuts:
type: array
items:
allOf:
- type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
- type: object
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
ReplacePrivacyOptOutRequest:
type: object
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
value:
type: boolean
description: This attribute defines the value of the Opt Out.
DownloadResponse:
type: string
format: binary
description: The content of the downloaded file.
readOnly: true
GenerateListResponse:
type: object
properties:
ids:
type: array
items:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GenerateResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
ListScreeningsResponse:
type: object
properties:
screenings:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
CreateScreeningResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
ListAddressChangeResponse:
type: object
properties:
addressChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
userId:
type: string
format: uuid
description: Unique identifier of the user.
nullable: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
isTax:
type: boolean
description: |
Indicates this as a tax address.
Only one address can be set as a tax address.
nullable: true
default: false
isMailing:
type: boolean
description: |
Indicates this as a mailing address.
Only one address can be set as a mailing address.
nullable: true
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at least
one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state (region)
code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the state
(region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: The unique ISO Alpha two character code for the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
ListPhoneChangeResponse:
type: object
properties:
phoneChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
userId:
type: string
format: uuid
description: Unique identifier of the user.
nullable: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a multi-line
phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
ListContactChangeResponse:
type: object
properties:
contactChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entityId:
type: string
format: uuid
description: Unique identifier of the Entity.
nullable: true
userId:
type: string
format: uuid
description: Unique identifier of the user.
nullable: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: This attribute defines the Digital Contact Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications for
this point of contact.
nullable: true
default: false
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
CreateRelationshipRequest:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be an
existing asset identifier in the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for asset id
based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS reporting.
Default is true when assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
CreateRelationshipResponse:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
GetRelationshipResponse:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be an
existing asset identifier in the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for asset id
based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type Id associated
to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS reporting.
Default is true when assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
SearchRelationshipRequest:
type: object
properties:
entityAssets:
type: array
description: >-
At least one of the entityId or AssetId must be present in each item
of the array. Additionally, the AssetType can be either empty,
'Accounts', or 'Cards'.
items:
type: object
properties:
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be an
existing asset identifier in the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for
asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
SearchRelationshipResponse:
type: object
properties:
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read pointer for
pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be an
existing asset identifier in the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for
asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type Id
associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS
reporting. Default is true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
ReplaceRelationshipRequest:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be an
existing asset identifier in the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for asset id
based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS reporting.
Default is true when assetType is Accounts and no relationship
exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
SwitchEntityRequest:
type: object
properties:
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
CreateRelationshipTypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ReplaceRelationshipTypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetRelationshipTypeResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListRelationshipTypesResponse:
type: object
properties:
relationshipTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
SwitchIrsReportableRelationshipRequest:
type: object
properties:
currentIrsReportableRelationship:
type: object
description: >
This object is used to specify the current IRS reportable
relationship. It contains the ID of the current IRS reportable
relationship. Relationship Type can be specified to update the
relationship type of the current IRS reportable relationship. Delete
can be specified to delete the current IRS reportable relationship.
required:
- id
properties:
id:
type: string
format: uuid
description: >-
The unique identifier for the current IRS reportable
relationship.
nullable: false
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
delete:
type: boolean
description: |
This describes the delete status of this resource.
If set to true, the resource will be deleted.
If set to false, the resource will not be deleted.
nullable: true
default: false
newIrsReportableRelationship:
type: object
description: >
This object is used to specify the new IRS reportable relationship.
It contains the ID of the new IRS reportable relationship.
Relationship Type can be specified to update the relationship type
of the new IRS reportable relationship.
required:
- id
properties:
id:
type: string
format: uuid
description: The unique identifier for the new IRS reportable relationship.
nullable: false
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
required:
- id
ListRelationshipChangeResponse:
type: object
properties:
relationshipChanges:
type: array
items:
type: object
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must be an
existing asset identifier in the service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping for
asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type Id
associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: |
This describes the types of liability.
The various liabilities are No, Indirect, and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS
reporting. Default is true when assetType is Accounts and no
relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
timeStamp:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
operation:
type: string
description: the archive operation on the resource.
maxLength: 255
readOnly: true
CreateTaxIdTypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: |
An array of Entity Types that this resource is applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
GetTaxIdTypeResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: |
An array of Entity Types that this resource is applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
ListTaxIdTypesResponse:
type: object
properties:
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
CreateEntitySubtypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: |
An array of Entity Types that this resource is applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetEntitySubtypeResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: |
An array of Entity Types that this resource is applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListEntitySubtypesResponse:
type: object
properties:
entitySubTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateInsiderRoleRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetInsiderRoleResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListInsiderRolesResponse:
type: object
properties:
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateGenderRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetGenderResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListGendersResponse:
type: object
properties:
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateAddressLabelRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetAddressLabelResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListAddressLabelResponse:
type: object
properties:
addressLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateIncomeLevelRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
GetIncomeLevelResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
ListIncomeLevelResponse:
type: object
properties:
incomeLevels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
ReplaceIncomeLevelsRequest:
type: object
properties:
incomeLevels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
CreatePronounRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetPronounResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListPronounResponse:
type: object
properties:
pronouns:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateRaceRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetRaceResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListRacesResponse:
type: object
properties:
races:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateIdentificationTypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetIdentificationTypeResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListIdentificationTypesResponse:
type: object
properties:
identificationTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateEthnicityRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetEthnicityResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListEthnicitiesResponse:
type: object
properties:
ethnicities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateDisabilityRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetDisabilityResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListDisabilitiesResponse:
type: object
properties:
disabilities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreatePrivacyOptOutTypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
GetPrivacyOptOutTypeResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
ListPrivacyOptOutTypeResponse:
type: object
properties:
privacyOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
CreateDigitalContactPointLabelRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetDigitalContactPointLabelResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListDigitalContactPointLabelsResponse:
type: object
properties:
digitalContactPointLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreatePhoneLabelRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetPhoneLabelResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the referenced
resource.
nullable: false
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListPhoneLabelsResponse:
type: object
properties:
phoneLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ReplacePhoneSettingsRequest:
type: object
properties:
defaultCountryCallingCode:
type: string
description: >-
Default country calling code value. Tha length of country calling
code should not exceed 3.
nullable: true
default: '001'
GetPhoneSettingsResponse:
type: object
properties:
defaultCountryCallingCode:
type: string
description: >-
Default country calling code value. Tha length of country calling
code should not exceed 3.
nullable: true
default: '001'
ReplaceEntitySettingsRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
isEntitySubtypeMandatory:
type: boolean
description: >-
Indicates whether the entity subtype resource is mandatory or
not.
nullable: true
default: true
isIdentificationMandatory:
type: boolean
description: >-
Indicates whether the identification resource is mandatory or
not.
nullable: true
default: true
allowPrivacyOptOutAll:
type: boolean
description: Indicates whether the privacy opt out all option is provided.
nullable: true
default: true
allowAffiliateOptOutAll:
type: boolean
description: Indicates whether the affiliate opt out all option is provided.
nullable: true
default: true
defaultAddressLabelId:
type: string
format: uuid
description: The default address label id.
nullable: true
defaultAffiliateOptOutExceptionReasonId:
type: string
format: uuid
description: The default affiliate opt out exception reason id.
nullable: true
defaultDigitalContactPointLabelId:
type: string
format: uuid
description: The default digital contact point label id.
nullable: true
defaultIncomeLevelId:
type: string
format: uuid
description: The default income level id.
nullable: true
defaultPhoneLabelId:
type: string
format: uuid
description: The default phone label id.
nullable: true
defaultInsiderRoleId:
type: string
format: uuid
description: The default insider role id.
nullable: true
defaultLegalEntityExclusionReasonId:
type: string
format: uuid
description: The default legal entity exclusion reason id.
nullable: true
defaultIndividualTaxIdTypeId:
type: string
format: uuid
description: The default individual tax id type id.
nullable: true
defaultNonindividualTaxIdTypeId:
type: string
format: uuid
description: The default nonindividual tax id type id.
nullable: true
defaultIndividualEntitySubtypeId:
type: string
format: uuid
description: The default individual entity subtype id.
nullable: true
defaultNonindividualEntitySubtypeId:
type: string
format: uuid
description: The default nonindividual entity subtype id.
nullable: true
w8TaxReportingAutomateWithholding:
type: boolean
description: Indicates if automatic withholding should occur on expired W8s.
nullable: true
default: true
w8TaxReportingExpirationNoticeLeadDays:
type: integer
description: >
Number of days before W8 expiration date to produce the W8
expiration notice.
Value must be between 0 and 999.
nullable: true
default: 0
GetEntitySettingsResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
isEntitySubtypeMandatory:
type: boolean
description: >-
Indicates whether the entity subtype resource is mandatory or
not.
nullable: true
default: true
isIdentificationMandatory:
type: boolean
description: >-
Indicates whether the identification resource is mandatory or
not.
nullable: true
default: true
allowPrivacyOptOutAll:
type: boolean
description: Indicates whether the privacy opt out all option is provided.
nullable: true
default: true
allowAffiliateOptOutAll:
type: boolean
description: Indicates whether the affiliate opt out all option is provided.
nullable: true
default: true
defaultAddressLabelId:
type: string
format: uuid
description: The default address label id.
nullable: true
defaultAffiliateOptOutExceptionReasonId:
type: string
format: uuid
description: The default affiliate opt out exception reason id.
nullable: true
defaultDigitalContactPointLabelId:
type: string
format: uuid
description: The default digital contact point label id.
nullable: true
defaultIncomeLevelId:
type: string
format: uuid
description: The default income level id.
nullable: true
defaultPhoneLabelId:
type: string
format: uuid
description: The default phone label id.
nullable: true
defaultInsiderRoleId:
type: string
format: uuid
description: The default insider role id.
nullable: true
defaultLegalEntityExclusionReasonId:
type: string
format: uuid
description: The default legal entity exclusion reason id.
nullable: true
defaultIndividualTaxIdTypeId:
type: string
format: uuid
description: The default individual tax id type id.
nullable: true
defaultNonindividualTaxIdTypeId:
type: string
format: uuid
description: The default nonindividual tax id type id.
nullable: true
defaultIndividualEntitySubtypeId:
type: string
format: uuid
description: The default individual entity subtype id.
nullable: true
defaultNonindividualEntitySubtypeId:
type: string
format: uuid
description: The default nonindividual entity subtype id.
nullable: true
w8TaxReportingAutomateWithholding:
type: boolean
description: Indicates if automatic withholding should occur on expired W8s.
nullable: true
default: true
w8TaxReportingExpirationNoticeLeadDays:
type: integer
description: >
Number of days before W8 expiration date to produce the W8
expiration notice.
Value must be between 0 and 999.
nullable: true
default: 0
CreateAffiliateOptOutTypeRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
GetAffiliateOptOutTypeResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
ListAffiliateOptOutTypeResponse:
type: object
properties:
affiliateOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
CreateAffiliateOptOutExceptionReasonRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetAffiliateOptOutExceptionReasonResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListAffiliateOptOutExceptionReasonResponse:
type: object
properties:
affiliateOptOutExceptionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
CreateLegalEntityExclusionReasonRequest:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetLegalEntityExclusionReasonResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ListLegalEntityExclusionReasonResponse:
type: object
properties:
legalEntityExclusionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
GetChapterExemptionResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
ListChapterExemptionResponse:
type: object
properties:
chapterExemptions:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
GetChapterStatusResponse:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
ListChapterStatusResponse:
type: object
properties:
chapterStatuses:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
GetW8TypeResponse:
allOf:
- type: object
properties:
id:
type: string
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
ListW8TypeResponse:
type: object
properties:
W8Types:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
ListSettingsResponse:
type: object
properties:
entitySettings:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
isEntitySubtypeMandatory:
type: boolean
description: >-
Indicates whether the entity subtype resource is mandatory
or not.
nullable: true
default: true
isIdentificationMandatory:
type: boolean
description: >-
Indicates whether the identification resource is mandatory
or not.
nullable: true
default: true
allowPrivacyOptOutAll:
type: boolean
description: >-
Indicates whether the privacy opt out all option is
provided.
nullable: true
default: true
allowAffiliateOptOutAll:
type: boolean
description: >-
Indicates whether the affiliate opt out all option is
provided.
nullable: true
default: true
defaultAddressLabelId:
type: string
format: uuid
description: The default address label id.
nullable: true
defaultAffiliateOptOutExceptionReasonId:
type: string
format: uuid
description: The default affiliate opt out exception reason id.
nullable: true
defaultDigitalContactPointLabelId:
type: string
format: uuid
description: The default digital contact point label id.
nullable: true
defaultIncomeLevelId:
type: string
format: uuid
description: The default income level id.
nullable: true
defaultPhoneLabelId:
type: string
format: uuid
description: The default phone label id.
nullable: true
defaultInsiderRoleId:
type: string
format: uuid
description: The default insider role id.
nullable: true
defaultLegalEntityExclusionReasonId:
type: string
format: uuid
description: The default legal entity exclusion reason id.
nullable: true
defaultIndividualTaxIdTypeId:
type: string
format: uuid
description: The default individual tax id type id.
nullable: true
defaultNonindividualTaxIdTypeId:
type: string
format: uuid
description: The default nonindividual tax id type id.
nullable: true
defaultIndividualEntitySubtypeId:
type: string
format: uuid
description: The default individual entity subtype id.
nullable: true
defaultNonindividualEntitySubtypeId:
type: string
format: uuid
description: The default nonindividual entity subtype id.
nullable: true
w8TaxReportingAutomateWithholding:
type: boolean
description: >-
Indicates if automatic withholding should occur on expired
W8s.
nullable: true
default: true
w8TaxReportingExpirationNoticeLeadDays:
type: integer
description: >
Number of days before W8 expiration date to produce the W8
expiration notice.
Value must be between 0 and 999.
nullable: true
default: 0
addressLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
affiliateOptOutExceptionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
affiliateOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
chapterExemptions:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
chapterStatuses:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- code
- reportingChapter
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
code:
type: string
description: The code for resource.
reportingChapter:
type: string
enum:
- Chapter 3
- Chapter 4
description: The reporting chapter for resource.
countryCodes:
type: array
items:
type: object
properties:
numeric:
type: string
description: The unique ISO three numeric character code for the Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: The unique ISO two Alpha character code for the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the Country.
Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
digitalContactPointLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: The full name of the Digital Contact Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
disabilities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
entitySubtypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
ethnicities:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
genders:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
identificationTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
incomeLevels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- sortOrder
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
sortOrder:
type: integer
description: Indicates the sort order of the resource.
insiderRoles:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
legalEntityExclusionReasons:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneLabels:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneSettings:
type: object
properties:
defaultCountryCallingCode:
type: string
description: >-
Default country calling code value. Tha length of country
calling code should not exceed 3.
nullable: true
default: '001'
privacyOptOutTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
defaultValue:
type: boolean
description: Designates which resource is to be used as default.
default: false
noOptOut:
type: boolean
description: Indicates the resource cannot be opted out of.
default: false
pronouns:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
races:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
stateCodes:
type: array
items:
type: object
properties:
alpha2:
type: string
description: The unique ISO two Alpha character code for the State.
minLength: 2
maxLength: 2
nullable: false
fips:
type: string
description: The unique FIPS code for the State.
maxLength: 2
nullable: false
name:
type: string
description: The full name of the State.
maxLength: 255
nullable: false
taxIdTypes:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is applicable
to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
tinRequired:
type: boolean
description: Indicates if a tax id number is required.
nullable: true
default: false
w8Types:
type: array
items:
allOf:
- type: object
properties:
id:
type: string
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
ListCountryCodesResponse:
type: object
properties:
countryCodes:
type: array
items:
type: object
properties:
numeric:
type: string
description: The unique ISO three numeric character code for the Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: The unique ISO two Alpha character code for the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the Country.
Must contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
GetCountryCodesResponse:
type: object
properties:
numeric:
type: string
description: The unique ISO three numeric character code for the Country.
minLength: 3
maxLength: 3
nullable: false
alpha2:
type: string
description: The unique ISO two Alpha character code for the Country.
minLength: 2
maxLength: 2
nullable: false
alpha3:
type: string
description: >-
The unique ISO three Alpha character code for the Country. Must
contain 3 alpha characters.
minLength: 3
maxLength: 3
nullable: false
name:
type: string
description: The full name of the Country.
maxLength: 255
nullable: false
ListCountyCodesResponse:
type: object
properties:
countyCodes:
type: array
items:
type: object
properties:
fips:
type: string
description: The unique FIPS code for the County.
maxLength: 5
nullable: false
name:
type: string
description: The name of the County.
maxLength: 255
nullable: false
GetCountyCodesResponse:
type: object
properties:
fips:
type: string
description: The unique FIPS code for the County.
maxLength: 5
nullable: false
name:
type: string
description: The name of the County.
maxLength: 255
nullable: false
ListStateCodesResponse:
type: object
properties:
stateCodes:
type: array
items:
type: object
properties:
alpha2:
type: string
description: The unique ISO two Alpha character code for the State.
minLength: 2
maxLength: 2
nullable: false
fips:
type: string
description: The unique FIPS code for the State.
maxLength: 2
nullable: false
name:
type: string
description: The full name of the State.
maxLength: 255
nullable: false
GetStateCodesResponse:
type: object
properties:
alpha2:
type: string
description: The unique ISO two Alpha character code for the State.
minLength: 2
maxLength: 2
nullable: false
fips:
type: string
description: The unique FIPS code for the State.
maxLength: 2
nullable: false
name:
type: string
description: The full name of the State.
maxLength: 255
nullable: false
EntityAggregationSearchRequest:
type: object
properties:
name:
type: string
description: >-
any part of a name, (first name, last name, preferred name). You can
put spaces between names to denote another part of a name
minLength: 3
maxLength: 255
taxIdNumber:
type: string
description: The tax id number or ssn of the entity
nullable: true
RelationshipAggregationSearchRequest:
type: object
properties:
assetId:
type: string
format: uuid
description: >
The unique identifier given to an account.
This value must be an existing account identifier. This is the
Account Id not the account number
nullable: true
assetType:
type: string
description: The Asset Type. Currently the only accepted values is Accounts
nullable: true
example: Accounts
enum:
- Accounts
AccountAggregationSearchRequest:
type: object
properties:
accountNumber:
type: string
description: The human readable account number.
nullable: true
accountType:
type: string
description: The account type. lower case only
nullable: true
example: checking
enum:
- checking
- savings
AccountListRequest:
type: object
properties:
accountIds:
type: array
description: An array of strings
items:
type: string
format: uuid
description: AccountId
nullable: false
nullable: false
CardListRequest:
type: object
properties:
cardIds:
type: array
description: An array of strings
items:
type: string
description: The unique token given to a card.
nullable: false
nullable: false
SearchAggregateRelationshipResponse:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the following
TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the name
of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with the
entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the value
must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated with the
entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of the
referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: International country code with omitted prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact Point
Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact Point
Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have at
least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is located.
Must use the unique ISO Alpha two character state
(region) code for US addresses.
If the Country is not US, this can be any value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must match the
state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for the
Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or south
(negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or west
(negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the State
in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the County
in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census Tract
in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Metropolitan
Statistical Area (MSA) in which the Address is
located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is located
in a qualifying Community Reinvestment Act (CRA)
area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising communications
for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This value must
be an existing asset identifier in the service defined
by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier mapping
for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship type Id
associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No, Indirect, and
Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true when no
relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used for IRS
reporting. Default is true when assetType is Accounts
and no relationship exists for the assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: This attribute defines the unique account identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number assigned to an
account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for the
associated enum.
nullable: false
accountStatus:
type: string
description: This enum attribute defines the account status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for the
associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a product
assigned to an account. Attributes that can be defined
are: cycle day, OD/NSF charges, fees, dormant days,
accrual methods if interest is paid, etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month when all
account activity will be cycled to assess services
charges, pay interest (if applicable), and generate an
account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: This attribute defines the date the account was opened.
closedDate:
type: string
format: date-time
nullable: true
description: This attribute defines the date the account was closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account status
changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account status
changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account status
changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is charged
off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will automatically
close when brought to a zero balance. This attribute
will work in conjunction with the Number of Days at a
zero balance before closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account RegEOptIn
setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for the
associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to waive all
OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges can be
waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account is set to
waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal withholding is
taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state withholding is
taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: This attribute defines the interest rate of the account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: This attribute defines the identifier of the Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number associated
with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: This enum attribute defines the account status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier that
represents the available balance calculation setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the available
balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of the
account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: This attribute defines total holds for the account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount for the
account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance that
excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account can
overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance that
includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account RegEOptIn
setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type. USD is
the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance based on
the RegEOptIn value calculation. If the value is accept
the overdraftLimit is included. If the value is NOT
accept overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: The expiration date of the card in MM/YY format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: The unique identifier given to an account.
nullable: false
linkType:
type: string
description: The type of link between the account and the card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set on the
card.
nullable: false
PINOffset:
type: string
description: The number of days from today when the PIN was last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read pointer
for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read pointer for
pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
SearchAggregateAccountListResponse:
type: object
properties:
accountsResponse:
type: array
items:
type: object
properties:
entities:
type: array
items:
type: object
required:
- firstName
- lastName
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
entitySubtype:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
- entityTypesApplicable
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
entityTypesApplicable:
type: array
description: >
An array of Entity Types that this resource is
applicable to.
See Entity Types resource for valid values.
The values of the property array items must be
unique.
nullable: false
items:
type: string
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
taxIdNumber:
type: string
description: >
Identifies the Tax Id Number for the Entity.
Must only consist of 9 numeric characters for the
following TaxIdTypes:
* `SocialSecurityNumber`
* `IndividualTaxpayerIdentificationNumber`
* `EmployerIdentificationNumber`
All other TaxIdTypes will not be validated.
nullable: true
title:
type: string
description: >-
This attribute defines the title that should precede the
name of the entity. For example, MR, MS, or DR.
nullable: true
maxLength: 31
firstName:
type: string
description: >
This attribute defines the first name associated with
the entity.
Validation is based on Entity Type:
* `Individual` - A value is required.
* `Nonindividual` - Not applicable. Value must be null.
nullable: true
maxLength: 255
middleName:
type: string
description: >
This attribute specifies the middle name of the entity.
Not applicable for `Nonindividual` entity types and the
value must be null.
nullable: true
maxLength: 255
lastName:
type: string
description: |
Defines the last name of the entity.
For Nonindividual types, it serves as the entityName.
Required for all entity types.
nullable: false
maxLength: 255
preferredName:
type: string
description: >-
This attribute defines the preferred name associated
with the entity.
nullable: true
maxLength: 255
lastContactDate:
type: string
format: date-time
description: |
The timestamp of when the entity was last contacted.
Must be current date or a past date.
nullable: true
vipEntity:
type: boolean
description: This attribute represents the entity's VIP status.
nullable: true
default: false
insiderRole:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique identifier of
the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
phoneNumbers:
type: array
description: An array of phone numbers for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- phoneNumber
- label
properties:
phoneNumber:
type: string
description: The unformatted numeric only phone number.
nullable: false
minLength: 10
maxLength: 12
extension:
type: string
description: >-
The internal phone extension designation for a
multi-line phone number.
nullable: true
maxLength: 10
countryCallingCode:
type: string
description: >-
International country code with omitted
prefix.
nullable: true
label:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
properties:
name:
type: string
description: The full name of the Phone Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
digitalContactPoints:
type: array
description: An array of digital contact points for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
details:
type: object
required:
- identifier
- type
- label
properties:
identifier:
type: string
description: The contact point identifier.
nullable: false
maxLength: 2048
type:
type: string
description: >-
This attribute defines the Digital Contact
Point Type.
nullable: false
enum:
- Email
- Website
- Twitter
- Facebook
label:
required:
- id
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
- type: object
required:
- name
properties:
name:
type: string
description: >-
The full name of the Digital Contact
Point Label.
maxLength: 255
nullable: false
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
addresses:
type: array
description: An array of addresses for the Entity.
nullable: true
items:
type: object
required:
- details
properties:
id:
type: string
format: uuid
description: The unique identifier of the resource.
readOnly: true
details:
type: object
required:
- lines
- postalCode
properties:
lines:
type: array
description: >-
The individual lines of the address. Must have
at least one element.
items:
type: string
nullable: false
maxLength: 255
city:
type: string
description: The city in which the address is located.
nullable: true
maxLength: 255
region:
type: string
description: >
The region or state in which the address is
located.
Must use the unique ISO Alpha two character
state (region) code for US addresses.
If the Country is not US, this can be any
value.
nullable: true
maxLength: 255
postalCode:
type: string
description: |
The postal code for the address.
nullable: false
maxLength: 11
county:
type: string
description: >
The county for the address.
Valid for US addresses only.
If the region is provided, this value must
match the state (region) as per the FIPS code.
nullable: true
maxLength: 255
country:
type: string
description: >-
The unique ISO Alpha two character code for
the Country.
nullable: true
maxLength: 255
geoCoordinates:
nullable: true
type: object
required:
- latitude
- longitude
properties:
latitude:
type: number
description: >-
The number of degrees north (positive) or
south (negative) from the equator.
nullable: false
minimum: -90
maximum: 90
longitude:
type: number
description: >-
The number of degrees east (positive) or
west (negative) from the prime meridian.
nullable: false
minimum: -180
maximum: 180
timeZone:
type: string
format: IANA_STD_abbreviation
description: The time zone in which the address is located.
nullable: true
maxLength: 5
description:
type: string
description: A short identifying description for the resource.
nullable: true
maxLength: 255
seasonalStartDate:
type: string
format: date
description: >-
This attribute defines the start date for Seasonal
Addresses.
nullable: true
seasonalEndDate:
type: string
format: date
description: >-
This attribute defines the end date for Seasonal
Addresses.
addressLabel:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique
identifier of the referenced resource.
nullable: false
- type: object
required:
- name
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isForeign:
type: boolean
description: Indicates the address is in a foreign country.
nullable: true
default: false
censusTract:
type: object
properties:
stateCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
State in which the Address is located.
Must be a two digit numeric string.
minLength: 2
maxLength: 2
countyCode:
type: string
format: numeric only
description: >
This attribute defines the FIPS Code for the
County in which the Address is located.
Must be a two digit numeric string.
minLength: 3
maxLength: 3
tractCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the Census
Tract in which the Address is located.
Must be a two digit numeric string.
minLength: 6
maxLength: 6
msaCode:
type: string
format: numeric only
description: >
This attribute defines the Code for the
Metropolitan Statistical Area (MSA) in which
the Address is located.
Must be a two digit numeric string.
minLength: 5
maxLength: 5
craLocation:
type: boolean
description: >-
This attribute indicates if the Address is
located in a qualifying Community Reinvestment
Act (CRA) area.
default: false
optOut:
type: boolean
description: >-
Opting out of marketing and advertising
communications for this point of contact.
nullable: true
default: false
relationships:
type: array
items:
type: object
required:
- id
- entityId
- assetId
- assetType
- relationshipType
properties:
id:
type: string
format: uuid
description: The unique identifier for relationship.
readOnly: true
entityId:
type: string
format: uuid
description: |
The unique identifier given to an entity.
This value must be an existing entity identifier.
nullable: false
assetId:
type: string
description: >-
The unique identifier given to an asset. This
value must be an existing asset identifier in the
service defined by assetType.
nullable: false
assetType:
type: string
description: >
Describes the domain of the asset. Identifier
mapping for asset id based on asset type:
* `Accounts` - accountId
* `Cards` - cardId
nullable: true
enum:
- Accounts
- Cards
relationshipType:
allOf:
- type: object
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the relationship
type Id associated to entity's account.
nullable: false
- type: object
required:
- name
- liability
- fdxReference
properties:
name:
type: string
description: Describes the name of this resource.
nullable: false
maxLength: 255
liability:
type: string
description: >
This describes the types of liability.
The various liabilities are No, Indirect,
and Direct.
nullable: false
enum:
- 'No'
- Indirect
- Direct
fdxReference:
type: string
description: >
This describes the reference to the FDX
AccountHolderRelationship Specification.
nullable: false
enum:
- NOT_APPLICABLE
- AUTHORIZED_USER
- BUSINESS
- FOR_BENEFIT_OF
- FOR_BENEFIT_OF_PRIMARY
- FOR_BENEFIT_OF_PRIMARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SECONDARY
- >-
FOR_BENEFIT_OF_SECONDARY_JOINT_RESTRICTED
- FOR_BENEFIT_OF_SOLE_OWNER_RESTRICTED
- POWER_OF_ATTORNEY
- PRIMARY
- PRIMARY_BORROWER
- PRIMARY_JOINT
- PRIMARY_JOINT_TENANTS
- SECONDARY
- SECONDARY_BORROWER
- SECONDARY_JOINT
- SECONDARY_JOINT_TENANTS
- SOLE_OWNER
- TRUSTEE
- UNIFORM_TRANSFER_TO_MINOR
isInactive:
type: boolean
description: Describes the status of this resource.
nullable: false
default: false
isOwner:
type: boolean
description: >-
Indicates ownership to an asset. Default is true
when no relationship exists for the assetId.
nullable: true
default: false
isIrsReportableEntity:
type: boolean
description: >-
Indicate if the entity’s TIN is going to be used
for IRS reporting. Default is true when assetType
is Accounts and no relationship exists for the
assetId.
nullable: true
accountPreferredName:
type: string
description: Preferred Name describing the account.
nullable: true
maxLength: 255
createdDate:
type: string
format: date-time
description: The timestamp of when the resource was created.
readOnly: true
accounts:
type: array
items:
type: object
required:
- id
- accountNumber
- accountType
- accountStatus
- productId
properties:
id:
type: string
format: uuid
description: >-
This attribute defines the unique account
identifier.
nullable: false
accountNumber:
type: string
description: >-
This attribute defines the account number assigned
to an account.
minLength: 6
maxLength: 34
nullable: false
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
accountTypeDisplay:
type: string
description: >-
This attribute defines the display value for the
associated enum.
nullable: false
accountStatus:
type: string
description: This enum attribute defines the account status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
accountStatusDisplay:
type: string
description: >-
This attribute defines the display value for the
associated enum.
nullable: false
productId:
type: string
format: uuid
description: >-
This attribute defines the productId of a product
assigned to an account. Attributes that can be
defined are: cycle day, OD/NSF charges, fees,
dormant days, accrual methods if interest is paid,
etc.
nullable: false
cycleDay:
type: integer
description: >-
This attribute defines the day of the month when
all account activity will be cycled to assess
services charges, pay interest (if applicable),
and generate an account statement.
nullable: false
format: int32
minimum: 1
maximum: 31
openedDate:
type: string
format: date-time
nullable: false
description: >-
This attribute defines the date the account was
opened.
closedDate:
type: string
format: date-time
nullable: true
description: >-
This attribute defines the date the account was
closed.
dormantDate:
type: string
format: date-time
description: >-
This attribute defines the date the account status
changed to dormant.
nullable: true
escheatDate:
type: string
format: date-time
description: >-
This attribute defines the date the account status
changed to escheat.
nullable: true
inactiveDate:
type: string
format: date-time
description: >-
This attribute defines the date the account status
changed to inactive.
nullable: true
chargedOffDate:
type: string
format: date-time
description: >-
This attribute defines the date the account is
charged off.
nullable: true
chargedOffAmount:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
autoClose:
type: boolean
description: >-
This attribute defines if the account will
automatically close when brought to a zero
balance. This attribute will work in conjunction
with the Number of Days at a zero balance before
closing.
nullable: false
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account RegEOptIn
setting.
enum:
- decline
- accept
- ineligible
regEOptInDisplay:
type: string
description: >-
This attribute defines the display value for the
associated enum.
nullable: false
waiveOdNsfFees:
type: boolean
description: >-
This attribute defines if an account is set to
waive all OD/NSF fees.
nullable: true
waiveServiceCharge:
type: boolean
description: >-
This attribute defines whether service charges can
be waived on an account.
nullable: true
waiveServiceChargeReason:
type: string
description: >-
This attribute defines the reason an account is
set to waive service charges.
nullable: true
federalWithholdingFlag:
type: boolean
description: >-
This attribute defines whether federal withholding
is taken from interest accrual.
nullable: true
stateWithholdingFlag:
type: boolean
description: >-
This attribute defines whether state withholding
is taken from interest accrual.
nullable: true
interestRate:
type: number
format: float64
description: >-
This attribute defines the interest rate of the
account.
nullable: true
balances:
type: array
items:
type: object
properties:
accountId:
description: >-
This attribute defines the identifier of the
Account.
type: string
format: uuid
nullable: false
accountNumber:
description: >-
This attribute defines the account number
associated with the account identifier.
type: string
nullable: false
maxLength: 34
accountType:
type: string
description: This enum attribute defines the account type.
enum:
- checking
- savings
nullable: false
accountStatus:
type: string
description: This enum attribute defines the account status.
enum:
- new
- active
- inactive
- restricted
- no_debits
- no_credits
- dormant
- escheat
- pending_close
- closed
- charged_off
nullable: false
availableBalCalcSettingId:
type: string
format: uuid
description: >-
This attribute defines the Unique identifier that
represents the available balance calculation
setting.
nullable: false
description:
type: string
maxLength: 50
description: >-
This attribute defines the description of the
available balance calculation setting.
nullable: true
currentBalance:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the current balance of the
account.
holds:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines total holds for the
account.
float:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the total float amount for
the account.
availableBalanceExcludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance that
excludes overdraft protection.
overdraftLimit:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the amount the account can
overdraw.
availableBalanceIncludeOverdraft:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute dfines the available balance that
includes overdraft protection.
regEOptIn:
nullable: true
type: string
description: >-
This enum attributre defines the account RegEOptIn
setting.
enum:
- decline
- accept
- ineligible
availableBalanceRegEOptIn:
type: object
properties:
value:
type: string
description: This defines the amount value.
nullable: false
currencyType:
type: string
description: >-
The ISO 4217 three character currency type.
USD is the default value.
nullable: true
default: usd
additionalProperties: false
description: >-
This attribute defines the available balance based
on the RegEOptIn value calculation. If the value
is accept the overdraftLimit is included. If the
value is NOT accept overdraftLimit is excluded.
cards:
type: array
items:
type: object
properties:
CardToken:
type: string
description: The unique token given to a card.
nullable: false
CardProductId:
type: string
format: uuid
description: The identifier given to a card product.
nullable: false
CardHolderId:
type: string
format: uuid
description: The entityId given to a card hold.
nullable: false
CardHolderAddressId:
type: string
format: uuid
description: The unique identifier for and address.
nullable: false
ExpirationDate:
type: string
description: The expiration date of the card in MM/YY format.
pattern: '/^([0-9]{4})$'
example: '1225'
nullable: false
Accounts:
type: array
items:
type: object
properties:
accountId:
type: string
format: uuid
description: The unique identifier given to an account.
nullable: false
linkType:
type: string
description: >-
The type of link between the account and the
card.
example: Primary
nullable: false
InstitutionId:
type: string
format: uuid
description: The unique identifier given to an institution.
nullable: false
PINSet:
type: boolean
description: >-
A value indicating whether a PIN has been set on
the card.
nullable: false
PINOffset:
type: string
description: >-
The number of days from today when the PIN was
last set.
example: '30'
nullable: true
Status:
type: string
description: The status of the card.
example: Active
enum:
- Active
- Inactive
- Closed
- Frozen
- Lost
- Stolen
- Pending
nullable: false
MaskedCard:
type: string
description: The masked card number.
example: '****-****-****-1111'
nullable: false
relationshipPaging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read
pointer for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
accountNumber:
type: string
nullable: true
accountId:
type: string
nullable: true
maskedCardNumber:
type: string
nullable: true
cardId:
type: string
nullable: true
paging:
type: object
properties:
nextOffset:
description: >-
The next offset is the start position of the read pointer
for pagination
type: string
results:
description: The number of records sent for pagination
type: integer
total:
description: The total number of records requested for pagination
type: integer
x-jh:
publishing:
type: Integration
stage: dev
isPublic: true
group: Digital Core
name: Entity Services
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Last updated Tue Dec 30 2025