Update a representative

put/v1/representatives/{representative_id}

Updates an existing representative's information. This can be used to update personal details, contact information, or the relationship to the account or organization.

Path ParametersExpand Collapse

representative_id: string

Header ParametersExpand Collapse

"correlation-id": optional string

"idempotency-key": optional string

"request-id": optional string

Body ParametersExpand Collapse

dob: string

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

formatdate

email: string

The email address of the representative.

formatemail

first_name: string

The first name of the representative.

last_name: string

The last name of the representative.

mobile_number: string

The mobile phone number of the representative.

relationship: object { control, owner, primary, 2 more }

control: boolean

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: boolean

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

primary: boolean

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 number

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

formatdouble

title: optional string

The job title of the representative.

ssn_last4: string

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

external_id: optional string

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

metadata: optional map[string]

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

ReturnsExpand Collapse

Representative = object { data, meta, response_type }

data: object { id, account_id, created_at, 15 more }

id: string

Unique identifier for the representative.

formatuuid

account_id: string

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

formatuuid

created_at: string

Timestamp of when the representative was created.

formatdate-time

dob: string

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

formatdate

email: string

The email address of the representative.

formatemail

first_name: string

The first name of the representative.

last_name: string

The last name of the representative.

mobile_number: string

The mobile phone number of the representative.

name: string

relationship: object { control, owner, primary, 2 more }

control: boolean

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: boolean

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

primary: boolean

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

percent_ownership: optional number

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

formatdouble

title: optional string

The job title of the representative.

ssn_last4: string

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

status: "created" or "onboarding" or "active" or 2 more

The current status of the representative.

Accepts one of the following:

"created"

"onboarding"

"active"

"rejected"

"inactive"

status_detail: object { code, message, reason, source }

code: string

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

message: string

A human-readable message describing the current status.

reason: "unverified" or "in_review" or "pending" or 5 more

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

Accepts one of the following:

"unverified"

"in_review"

"pending"

"stuck"

"verified"

"failed_verification"

"disabled"

"new"

source: "watchtower"

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

Accepts one of the following:

"watchtower"

updated_at: string

Timestamp of the most recent update to the representative.

formatdate-time

external_id: optional string

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

metadata: optional map[string]

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

phone: optional string

user_id: optional string

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

formatuuid

meta: ResponseMetadata { api_request_id, api_request_timestamp }

Metadata about the API request, including an identifier and timestamp.

api_request_id: string

Unique identifier for this API request, useful for troubleshooting.

formatuuid

api_request_timestamp: string

Timestamp for this API request, useful for troubleshooting.

formatdate-time

response_type: "object" or "array" or "error" or "none"

Indicates the structure of the returned content.

"object" means the data field contains a single JSON object.
"array" means the data field contains an array of objects.
"error" means the data field contains an error object with details of the issue.
"none" means no data is returned.

Accepts one of the following:

"object"

"array"

"error"

"none"

Update a representative

curl https://sandbox.straddle.com/v1/representatives/$REPRESENTATIVE_ID \
    -X PUT \
    -H 'Content-Type: application/json' \
    -H "Authorization: Bearer $STRADDLE_API_KEY" \
    -d '{
          "dob": "1980-01-01",
          "email": "ron.swanson@pawnee.com",
          "first_name": "Ron",
          "last_name": "Swanson",
          "mobile_number": "+12128675309",
          "relationship": {
            "control": true,
            "owner": true,
            "primary": true
          },
          "ssn_last4": "1234"
        }'

{
  "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"
  },
  "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"
  },
  "response_type": "object"
}