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Representatives

Create a representative
client.embed.representatives.create(RepresentativeCreateParams { account_id, dob, email, 10 more } params, RequestOptionsoptions?): Representative { data, meta, response_type }
post/v1/representatives
List representatives
client.embed.representatives.list(RepresentativeListParams { account_id, level, organization_id, 7 more } params?, RequestOptionsoptions?): PageNumberSchema<Data { id, account_id, created_at, 15 more } >
get/v1/representatives
Update a representative
client.embed.representatives.update(stringrepresentativeID, RepresentativeUpdateParams { dob, email, first_name, 9 more } params, RequestOptionsoptions?): Representative { data, meta, response_type }
put/v1/representatives/{representative_id}
Lookup a representative
client.embed.representatives.get(stringrepresentativeID, RepresentativeGetParams { correlationID, requestID } params?, RequestOptionsoptions?): Representative { data, meta, response_type }
get/v1/representatives/{representative_id}
Retrieve unmasked representative details
client.embed.representatives.unmask(stringrepresentativeID, RepresentativeUnmaskParams { correlationID, requestID } params?, RequestOptionsoptions?): Representative { data, meta, response_type }
get/v1/representatives/{representative_id}/unmask
ModelsExpand Collapse
Representative { data, meta, response_type }
data: Data { 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 | null

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: Relationship { 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?: number | null

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

formatdouble
title?: string | null

The job title of the representative.

ssn_last4: string

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

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

The current status of the representative.

Accepts one of the following:
"created"
"onboarding"
"active"
"rejected"
"inactive"
status_detail: StatusDetail { 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" | "in_review" | "pending" | 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?: string | null

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

metadata?: Record<string, string> | null

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

phone?: string | null
user_id?: string | null

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" | "array" | "error" | "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"
RepresentativePaged { data, meta, response_type }
data: Array<Data { 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 | null

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: Relationship { 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?: number | null

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

formatdouble
title?: string | null

The job title of the representative.

ssn_last4: string

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

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

The current status of the representative.

Accepts one of the following:
"created"
"onboarding"
"active"
"rejected"
"inactive"
status_detail: StatusDetail { 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" | "in_review" | "pending" | 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?: string | null

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

metadata?: Record<string, string> | null

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

phone?: string | null
user_id?: string | null

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

formatuuid
meta: PagedResponseMetadata { api_request_id, api_request_timestamp, max_page_size, 6 more }

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

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
max_page_size: number

Maximum allowed page size for this endpoint.

formatint32
page_number: number

Page number for paginated results.

formatint32
page_size: number

Number of items per page in this response.

formatint32
sort_by: string

The field that the results were sorted by.

sort_order: "asc" | "desc"
Accepts one of the following:
"asc"
"desc"
total_items: number

Total number of items returned in this response.

formatint32
total_pages: number

The number of pages available.

formatint32
response_type: "object" | "array" | "error" | "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"