ID of the person.
Compliance features (1.0)
https://docs.solarisgroup.com/_mock/api-reference/onboarding/compliance/
Request
Uploads a document and creates a Postbox item for the person specified in the request URL.
To pass the Postbox item details, you may use either the metadata
object or separate request parts (i.e., the request properties document_name
, document_type
, etc.) If you use the second option, you must set the Content-Type
of boolean properties to application/json
.
Description of the document.
The type of document associated with the Postbox item.
Optional property you may supply to prevent the execution of duplicate requests. If the API receives a request with a previously used idempotency key, then it will return the previously created entity.
(Optional) If set to true, then the document will be signed. Please note that you must use Content-Type: application/json
for boolean properties in this request.
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created. Please note that you must use Content-Type: application/json
for boolean properties in this request.
- Mock Server
https://docs.solarisgroup.com/_mock/api-reference/onboarding/compliance/v1/persons/{person_id}/postbox
- Payload
- cURL
- Java
- Python
- Node.js
- Go
- Ruby
- PHP
{
"file": "string",
"metadata": {
"document_name": "account_statement_01_04_2023_12365.pdf",
"document_description": "Account statement for 01_04_2023 for the customer 12365",
"document_type": "CREDIT_CARD_STATEMENT",
"document_date": "2024-07-30",
"idempotency_key": "string",
"sign_document": true,
"customer_notification": true,
"customer_confirmation": true
},
"document_name": "account_statement_01_04_2023_12365.pdf",
"document_description": "Account statement for 01_04_2023 for the customer 12365",
"document_type": "ACCOUNT_STATEMENT",
"document_date": "2024-07-30",
"idempotency_key": "string",
"sign_document": true,
"customer_notification": true,
"customer_confirmation": true
}
The Postbox document and its item were created successfully.
Indicates whether the Postbox item is owned by a person or business.
The type of document associated with the Postbox item.
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created.
Boolean value to indicate whether or not customers must confirm the Postbox item.
{ "id": "c072c6e43f4d486cb553e9cd9fc1bae7pbxi", "belongs_to": "12345", "created_at": "2021-10-22T05:23:30Z", "document_date": "2021-06-30", "document_type": "BALANCE_CONFIRMATION", "name": "Balance confirmation for June 2021", "description": "Balance confirmation", "customer_notification": false, "customer_confirmation": false, "document_size": 66092, "document_content_type": "image/jpeg", "document_id": "e953cbf8af064839b3e3bf2568d1130fpbxd", "has_been_read": false, "has_been_confirmed": false }
Request
Uploads a document and creates a Postbox item for the business specified in the request URL.
To pass the Postbox item details, you may use either the metadata
object or separate request parts (i.e., the request properties document_name
, document_type
, etc.) If you use the second option, you must set the Content-Type
of boolean properties to application/json
.
Description of the document.
The type of document associated with the Postbox item.
Optional property you may supply to prevent the execution of duplicate requests. If the API receives a request with a previously used idempotency key, then it will return the previously created entity.
(Optional) If set to true, then the document will be signed. Please note that you must use Content-Type: application/json
for boolean properties in this request.
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created. Please note that you must use Content-Type: application/json
for boolean properties in this request.
- Mock Server
https://docs.solarisgroup.com/_mock/api-reference/onboarding/compliance/v1/businesses/{business_id}/postbox
- Payload
- cURL
- Java
- Python
- Node.js
- Go
- Ruby
- PHP
{
"file": "string",
"metadata": {
"document_name": "account_statement_01_04_2023_12365.pdf",
"document_description": "Account statement for 01_04_2023 for the customer 12365",
"document_type": "CREDIT_CARD_STATEMENT",
"document_date": "2024-07-30",
"idempotency_key": "string",
"sign_document": true,
"customer_notification": true,
"customer_confirmation": true
},
"document_name": "account_statement_01_04_2023_12365.pdf",
"document_description": "Account statement for 01_04_2023 for the customer 12365",
"document_type": "ACCOUNT_STATEMENT",
"document_date": "2024-07-30",
"idempotency_key": "string",
"sign_document": true,
"customer_notification": true,
"customer_confirmation": true
}
The Postbox document and its item were created successfully.
Indicates whether the Postbox item is owned by a person or business.
The type of document associated with the Postbox item.
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created.
Boolean value to indicate whether or not customers must confirm the Postbox item.
{ "id": "c072c6e43f4d486cb553e9cd9fc1bae7pbxi", "belongs_to": "12345", "created_at": "2021-10-22T05:23:30Z", "document_date": "2021-06-30", "document_type": "BALANCE_CONFIRMATION", "name": "Balance confirmation for June 2021", "description": "Balance confirmation", "customer_notification": false, "customer_confirmation": false, "document_size": 66092, "document_content_type": "image/jpeg", "document_id": "e953cbf8af064839b3e3bf2568d1130fpbxd", "has_been_read": false, "has_been_confirmed": false }
The type of document.
- Mock Server
https://docs.solarisgroup.com/_mock/api-reference/onboarding/compliance/v1/postbox/documents
- Payload
- cURL
- Java
- Python
- Node.js
- Go
- Ruby
- PHP
{ "document_type": "ACCOUNT_STATEMENT", "document_date": "string", "sign_document": true }
{ "id": "cd5b907fd34e21044f0421a430c9b640psbd" }
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created.
Boolean value to indicate whether or not customers must confirm the Postbox item.
ID of a document to associate with the Postbox item. Use the POST /v1/postbox_documents
endpoint to upload test documents.
- Mock Server
https://docs.solarisgroup.com/_mock/api-reference/onboarding/compliance/v1/persons/{person_id}/postbox/items
- Payload
- cURL
- Java
- Python
- Node.js
- Go
- Ruby
- PHP
{ "name": "string", "description": "string", "customer_notification": true, "customer_confirmation": true, "document_id": "string", "idempotency_key": "string" }
The Postbox item was created successfully.
Indicates whether the Postbox item is owned by a person or business.
The type of document associated with the Postbox item.
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created.
Boolean value to indicate whether or not customers must confirm the Postbox item.
{ "id": "c072c6e43f4d486cb553e9cd9fc1bae7pbxi", "belongs_to": "12345", "created_at": "2021-10-22T05:23:30Z", "document_date": "2021-06-30", "document_type": "BALANCE_CONFIRMATION", "name": "Balance confirmation for June 2021", "description": "Balance confirmation", "customer_notification": false, "customer_confirmation": false, "document_size": 66092, "document_content_type": "image/jpeg", "document_id": "e953cbf8af064839b3e3bf2568d1130fpbxd", "has_been_read": false, "has_been_confirmed": false }
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created.
Boolean value to indicate whether or not customers must confirm the Postbox item.
ID of a document to associate with the Postbox item. Use the POST /v1/postbox_documents
endpoint to upload test documents.
- Mock Server
https://docs.solarisgroup.com/_mock/api-reference/onboarding/compliance/v1/businesses/{business_id}/postbox/items
- Payload
- cURL
- Java
- Python
- Node.js
- Go
- Ruby
- PHP
{ "name": "string", "description": "string", "customer_notification": true, "customer_confirmation": true, "document_id": "string", "idempotency_key": "string" }
The Postbox item was created successfully.
Indicates whether the Postbox item is owned by a person or business.
The type of document associated with the Postbox item.
Boolean value to indicate whether or not customers should receive a notification when the Postbox item is created.
Boolean value to indicate whether or not customers must confirm the Postbox item.
{ "id": "c072c6e43f4d486cb553e9cd9fc1bae7pbxi", "belongs_to": "12345", "created_at": "2021-10-22T05:23:30Z", "document_date": "2021-06-30", "document_type": "BALANCE_CONFIRMATION", "name": "Balance confirmation for June 2021", "description": "Balance confirmation", "customer_notification": false, "customer_confirmation": false, "document_size": 66092, "document_content_type": "image/jpeg", "document_id": "e953cbf8af064839b3e3bf2568d1130fpbxd", "has_been_read": false, "has_been_confirmed": false }