/external/v1/investor/{investorId}
See Blockchain Transaction Tracking for information on using orchestrationId and processId.
This route is used to update investor's reference data.
Should be called by the organization that created specified investor record.
It triggers an asynchronous process that will persist this information on the blockchain, which can be monitored using the "Transactions API" endpoints.
This endpoint can be called by applications with access to scope "manageReferenceData".
The unique identifier of the investor on the blockchain
USS3JKS01I00This property contains the information regarding who is signing the transaction on the blockchain as well as how it will be signed
{"signer":{"email":"[email protected]","name":"John Doe"}}This property contains the investor reference data information.
{"type":"individual","accreditationLevel":"qualifiedClient","isInstitutional":false,"hasKYCPassed":false,"isComplianceApproved":false,"is5131RestrictedPerson":false,"name":"John Doe","individualInfo":{"name":"John Doe","dateOfBirth":"2024-09-12","taxId":"123456789","occupation":{"role":"Software Engineer","companyName":"Sample Company"},"residentialAddress":{"addressLineOne":"8 Greenway Plaza","addressLineTwo":"Suite 1515","country":"US","state":"Texas","city":"Houston","zipCode":"77046 USA"},"mailingAddress":{"addressLineOne":"8 Greenway Plaza","addressLineTwo":"Suite 1515","country":"US","state":"Texas","city":"Houston","zipCode":"77046 USA"},"isUsPerson":true,"contactInfo":[{"email":"[email protected]","phoneNumber":"832-426-4242"}],"extraData":{"externalInvestorId":"123456","some":"other property"}}}PUT /external/v1/investor/{investorId} HTTP/1.1
Host:
Authorization: Bearer YOUR_OAUTH2_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 903
{
"transactionData": {
"signer": {
"email": "[email protected]",
"name": "John Doe"
}
},
"data": {
"type": "individual",
"accreditationLevel": "qualifiedClient",
"isInstitutional": false,
"hasKYCPassed": false,
"isComplianceApproved": false,
"is5131RestrictedPerson": false,
"name": "John Doe",
"individualInfo": {
"name": "John Doe",
"dateOfBirth": "2024-09-12",
"taxId": "123456789",
"occupation": {
"role": "Software Engineer",
"companyName": "Sample Company"
},
"residentialAddress": {
"addressLineOne": "8 Greenway Plaza",
"addressLineTwo": "Suite 1515",
"country": "US",
"state": "Texas",
"city": "Houston",
"zipCode": "77046 USA"
},
"mailingAddress": {
"addressLineOne": "8 Greenway Plaza",
"addressLineTwo": "Suite 1515",
"country": "US",
"state": "Texas",
"city": "Houston",
"zipCode": "77046 USA"
},
"isUsPerson": true,
"contactInfo": [
{
"email": "[email protected]",
"phoneNumber": "832-426-4242"
}
],
"extraData": {
"externalInvestorId": "123456",
"some": "other property"
}
}
}
}{
"processId": "2159457f-0167-4e93-a969-9cf0db05e0bf",
"orchestrationId": "2159457f-0167-4e93-a969-9cf0db05e0bf"
}