List representatives

embed.representatives.list() -> SyncPageNumberSchema[Data]

GET/v1/representatives

Returns a list of representatives associated with a specific account or organization. The representatives are returned sorted by creation date, with the most recently created representatives appearing first. This endpoint supports advanced sorting and filtering options.

ParametersExpand Collapse

account_id: Optional[str]

The unique identifier of the account to list representatives for.

formatuuid

level: Optional[Literal["account", "platform"]]

One of the following:

"account"

"platform"

organization_id: Optional[str]

page_number: Optional[int]

Results page number. Starts at page 1.

formatint32

page_size: Optional[int]

Page size. Max value: 1000

formatint32

platform_id: Optional[str]

sort_by: Optional[str]

Sort By.

sort_order: Optional[Literal["asc", "desc"]]

Sort Order.

One of the following:

"asc"

"desc"

correlation_id: Optional[str]

request_id: Optional[str]

ReturnsExpand Collapse

Data

id: str

Unique identifier for the representative.

formatuuid

account_id: str

The unique identifier of the account this representative is associated with.

formatuuid

created_at: datetime

Timestamp of when the representative was created.

formatdate-time

dob: date

The date of birth of the representative, in ISO 8601 format (YYYY-MM-DD).

formatdate

email: Optional[str]

The email address of the representative.

formatemail

first_name: str

The first name of the representative.

last_name: str

The last name of the representative.

mobile_number: str

The mobile phone number of the representative.

name: str

relationship: DataRelationship

control: bool

Whether the representative has significant responsibility to control, manage, or direct the organization. One representative must be identified under the control prong for each legal entity.

owner: bool

Whether the representative owns any percentage of of the equity interests of the legal entity.

primary: bool

Whether the person is authorized as the primary representative of the account. This is the person chosen by the business to provide information about themselves, general information about the account, and who consented to the services agreement.

There can be only one primary representative for an account at a time.

percent_ownership: Optional[float]

The percentage of ownership the representative has. Required if 'Owner' is true.

formatdouble

title: Optional[str]

The job title of the representative.

ssn_last4: str

The last 4 digits of the representative's Social Security Number.

status: Literal["created", "onboarding", "active", 2 more]

The current status of the representative.

One of the following:

"created"

"onboarding"

"active"

"rejected"

"inactive"

status_detail: DataStatusDetail

code: str

A machine-readable code for the specific status, useful for programmatic handling.

message: str

A human-readable message describing the current status.

reason: Literal["unverified", "in_review", "pending", 5 more]

A machine-readable identifier for the specific status, useful for programmatic handling.

One of the following:

"unverified"

"in_review"

"pending"

"stuck"

"verified"

"failed_verification"

"disabled"

"new"

source: Literal["watchtower"]

Identifies the origin of the status change (e.g., watchtower). This helps in tracking the cause of status updates.

updated_at: datetime

Timestamp of the most recent update to the representative.

formatdate-time

external_id: Optional[str]

Unique identifier for the representative in your database, used for cross-referencing between Straddle and your systems.

metadata: Optional[Dict[str, str]]

Up to 20 additional user-defined key-value pairs. Useful for storing additional information about the represetative in a structured format.

phone: Optional[str]

user_id: Optional[str]

The unique identifier of the user account associated with this representative, if applicable.

formatuuid

List representatives

import os
from straddle import Straddle

client = Straddle(
    api_key=os.environ.get("STRADDLE_API_KEY"),  # This is the default and can be omitted
)
page = client.embed.representatives.list()
page = page.data[0]
print(page.id)

{
  "data": [
    {
      "id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
      "account_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
      "created_at": "2019-12-27T18:11:19.117Z",
      "dob": "1980-01-01",
      "email": "ron.swanson@pawnee.com",
      "first_name": "Ron",
      "last_name": "Swanson",
      "mobile_number": "+12128675309",
      "name": "name",
      "relationship": {
        "control": true,
        "owner": true,
        "primary": true,
        "percent_ownership": 0,
        "title": "title"
      },
      "ssn_last4": "1234",
      "status": "created",
      "status_detail": {
        "code": "code",
        "message": "message",
        "reason": "unverified",
        "source": "watchtower"
      },
      "updated_at": "2019-12-27T18:11:19.117Z",
      "external_id": "external_id",
      "metadata": {
        "foo": "string"
      },
      "phone": "phone",
      "user_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e"
    }
  ],
  "meta": {
    "api_request_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
    "api_request_timestamp": "2019-12-27T18:11:19.117Z",
    "max_page_size": 0,
    "page_number": 0,
    "page_size": 0,
    "sort_by": "sort_by",
    "sort_order": "asc",
    "total_items": 0,
    "total_pages": 0
  },
  "response_type": "object"
}

Returns Examples

{
  "data": [
    {
      "id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
      "account_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
      "created_at": "2019-12-27T18:11:19.117Z",
      "dob": "1980-01-01",
      "email": "ron.swanson@pawnee.com",
      "first_name": "Ron",
      "last_name": "Swanson",
      "mobile_number": "+12128675309",
      "name": "name",
      "relationship": {
        "control": true,
        "owner": true,
        "primary": true,
        "percent_ownership": 0,
        "title": "title"
      },
      "ssn_last4": "1234",
      "status": "created",
      "status_detail": {
        "code": "code",
        "message": "message",
        "reason": "unverified",
        "source": "watchtower"
      },
      "updated_at": "2019-12-27T18:11:19.117Z",
      "external_id": "external_id",
      "metadata": {
        "foo": "string"
      },
      "phone": "phone",
      "user_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e"
    }
  ],
  "meta": {
    "api_request_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
    "api_request_timestamp": "2019-12-27T18:11:19.117Z",
    "max_page_size": 0,
    "page_number": 0,
    "page_size": 0,
    "sort_by": "sort_by",
    "sort_order": "asc",
    "total_items": 0,
    "total_pages": 0
  },
  "response_type": "object"
}