Invite applicant

This endpoint allows a partner to invite a new applicant to complete the boarding form



Request


Endpoint


Required key

bearer token

The auth token returned by

/oauth2/token



body fields

The following table provides an overview of the objects and fields used in the payloads:

Object / Field

Type

Description

LegalEntityName

String

The registered legal name of the business.

Dba

String

The "Doing Business As" name, if different from the legal name.

PrimaryContact

Object

Details of the primary contact person for the application.

  • FirstName

String

First name of the contact person.

  • LastName

String

Last name of the contact person.

  • Email

String

Email address of the contact person.

  • Phone

String

Phone number of the contact person.



Response

Application Object

AttributeTypeDescription
idStringThe unique identifier of the application.
statusStringThe current status of the application (Draft, Submitted, Approved).
createdOnDateThe date and time the application was created.
lastUpdatedOnDateThe date and time the application was last updated.
errorsArrayAny errors or issues encountered during processing.



Payload examples


Request

{
  "LegalEntityName": "Example Corporation",
  "Dba": "Example Corp DBA",
  "PrimaryContact": {
    "FirstName": "Alice",
    "LastName": "Smith",
    "Email": "[email protected]",
    "Phone": "+11234567890"
  }
}
{
  "LegalEntityName": "Tech Innovations Ltd.",
  "Dba": "Tech Innovators",
  "TaxId": "456789123",
  "CompanyInUS": true,
  "BusinessType": "LLC",
  "EcommercePlatform": "-",
  "EstablishedDate": "-",
  "MCC": "5045",
  "Descriptor": "TECH INNOV",
  "WebsiteUrl": "https://www.techinnovations.com",
  "Description": "-",
  "PCIDSS": null,
  "CustomerSupportInformation": {
    "Name": "Customer Support Team",
    "SupportLink": "https://support.examplecorp.com",
    "Email": "[email protected]",
    "Phone": "+10123456789"
  },
  "BankInformation": {
    "DDA": "-",
    "AccountNumber": "123456789",
    "RoutingNumber": "021000021",
    "BankName": "Example Bank"
  },
  "Address": {
    "AddressLine1": "456 Elm St",
    "AddressLine2": "Building B",
    "City": "New York",
    "Zipcode": "10001",
    "Country": "United States",
    "State": "NY"
  },
  "OwnersInformation": [
    {
      "Title": "Founder",
      "PrincipalType": "Individual",
      "FirstName": "Alice",
      "LastName": "Smith",
      "DateOfBirth": "1975-05-15",
      "Email": "[email protected]",
      "Phone": "+11234567890",
      "PercentOwnership": "100%",
      "IndividualFormOfID": "Passport",
      "IDNumber": "A12345678",
      "OwnerAddressInformation": {
        "AddressLine1": "789 Owner Lane",
        "AddressLine2": "Apt 101",
        "Country": "United States",
        "State": "NY",
        "City": "Owner City",
        "Zipcode": "67890"
      }
    }
  ],
  "BusinessModel": {
    "Industry": "Technology, Software, Electronics",
    "UrlsForFlexProcessing": [
      "https://www.examplecorp.com/shop",
      "https://checkout.examplecorp.com",
      "https://payments.examplecorp.com/transactions"
    ]
  },
  "ProductInformation": {
    "MainSourcesOfCustomerAcquisition": [
      "Paid Search",
      "Social Media",
      "Email",
      "Partnerships / Collaborations",
      "In Person Marketing"
    ],
    "MaxSubscriptionDuration": "60 Days",
    "TrialPeriod": "7-14 Days",
    "DeliveryTime": "5-7 Days",
    "ProductsSold": "Tangible",
    "RegulatedBusiness": false,
    "HealthcareRelated": false
  },
  "ContactInformation": {
    "FirstName": "Bob",
    "LastName": "Johnson",
    "Email": "[email protected]",
    "Phone": "+10987654321"
  },
  "VolumeEstimates": {
    "AverageMonthlySalesVolumes": "$100K-$500K",
    "AverageMonthlyDeclineRate": "5%-10%",
    "AverageTransactionAmount": "$100-$200",
    "AverageReturnRate": "2% - 5%",
    "AverageChargebackRate": "0.5%-1%",
    "AverageDisputeRate": "0.5%-1%"
  }
}

Response

{
  "id": "application_123456",
  "status": "success",
  "createdOn": "2024-11-15T10:30:00Z",
  "lastUpdatedOn": "2024-11-16T12:00:00Z",
  "errors": []
}