Onboarding Verifications
Operations Summary
| Method | Endpoint | Description |
|---|---|---|
| Core CRUD | ||
| GET | /api/onboarding-verifications/ |
List Onboarding Verifications |
| GET | /api/onboarding-verifications/{uuid}/ |
Retrieve |
| POST | /api/onboarding-verifications/ |
Create |
| POST | /api/onboarding-verifications/{uuid}/create_customer/ |
Create customer from successful verification |
| PUT | /api/onboarding-verifications/{uuid}/ |
Update |
| PATCH | /api/onboarding-verifications/{uuid}/ |
Partial Update |
| DELETE | /api/onboarding-verifications/{uuid}/ |
Delete |
| Other Actions | ||
| GET | /api/onboarding-verifications/{uuid}/checklist/ |
Get checklist with questions and existing answers |
| GET | /api/onboarding-verifications/checklist-template/ |
Get checklist template for creating new objects |
| GET | /api/onboarding-verifications/{uuid}/completion_status/ |
Get checklist completion status |
| POST | /api/onboarding-verifications/{uuid}/run_validation/ |
Run validation |
| POST | /api/onboarding-verifications/start_verification/ |
Start verification |
| POST | /api/onboarding-verifications/{uuid}/submit_answers/ |
Submit checklist answers |
Core CRUD
List Onboarding Verifications
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- API Source:
onboarding_verifications_list
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| Name | Type | Description |
|---|---|---|
page |
integer | A page number within the paginated result set. |
page_size |
integer | Number of results to return per page. |
200 -
The response body is an array of objects, where each object has the following structure:
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Retrieve
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- API Source:
onboarding_verifications_retrieve
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
200 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Create
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- Model Source:
OnboardingVerificationRequest - API Source:
onboarding_verifications_create
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| Field | Type | Required | Description |
|---|---|---|---|
user |
integer | ✓ | User requesting company onboarding |
country |
string | ✓ | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) | |
legal_name |
string | Company name(optional, for reference) | |
expires_at |
string (date-time) | When this verification expires |
201 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Create customer from successful verification
Create customer from successful verification.
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- API Source:
onboarding_verifications_create_customer
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
201 -
| Field | Type | Description |
|---|---|---|
url |
string (uri) | |
uuid |
string (uuid) | |
created |
string (date-time) | |
organization_groups |
array of objects | |
organization_groups.uuid |
string (uuid) | |
organization_groups.url |
string (uri) | |
organization_groups.name |
string | |
organization_groups.parent_uuid |
string (uuid) | |
organization_groups.parent_name |
string | |
organization_groups.parent |
string (uri) | |
organization_groups.customers_count |
integer | |
display_name |
string | |
projects |
array of objects | |
projects.url |
string (uri) | |
projects.uuid |
string (uuid) | |
projects.name |
string | |
projects.image |
string (uri) | |
projects.resource_count |
integer | |
projects.end_date |
string (date) | The date is inclusive. Once reached, all project resource will be scheduled for termination. |
backend_id |
string | Organization identifier in another application. |
image |
string (uri) | |
blocked |
boolean | |
archived |
boolean | |
display_billing_info_in_projects |
boolean | |
default_tax_percent |
string (decimal) | |
accounting_start_date |
string (date-time) | |
projects_count |
integer | |
users_count |
integer | |
sponsor_number |
integer | External ID of the sponsor covering the costs |
country_name |
string | |
max_service_accounts |
integer | Maximum number of service accounts allowed |
project_metadata_checklist |
string (uuid) | |
grace_period_days |
integer | Number of extra days after project end date before resources are terminated |
name |
string | |
slug |
string | |
native_name |
string | |
abbreviation |
string | |
description |
string | |
contact_details |
string | |
agreement_number |
string | |
email |
string (email) | |
phone_number |
string | |
access_subnets |
string | Enter a comma separated list of IPv4 or IPv6 CIDR addresses from where connection to self-service is allowed. |
registration_code |
string | |
homepage |
string (uri) | |
domain |
string | |
vat_code |
string | VAT number |
postal |
string | |
address |
string | |
bank_name |
string | |
latitude |
number (double) | |
longitude |
number (double) | |
bank_account |
string | |
country |
any | |
notification_emails |
string | Comma-separated list of notification email addresses |
payment_profiles |
array of objects | |
payment_profiles.uuid |
string (uuid) | |
payment_profiles.url |
string (uri) | |
payment_profiles.name |
string | |
payment_profiles.organization_uuid |
string (uuid) | |
payment_profiles.organization |
string (uri) | |
payment_profiles.attributes |
object | |
payment_profiles.attributes.end_date |
string | |
payment_profiles.attributes.agreement_number |
string | |
payment_profiles.attributes.contract_sum |
integer | |
payment_profiles.payment_type |
string | Enum: fixed_price, invoices, payment_gw_monthly |
payment_profiles.payment_type_display |
string | |
payment_profiles.is_active |
boolean | |
customer_credit |
number (double) | |
customer_unallocated_credit |
number (double) | |
is_service_provider |
boolean | |
service_provider |
string (uri) | |
service_provider_uuid |
string (uuid) | |
call_managing_organization_uuid |
string | |
billing_price_estimate |
any |
Update
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- Model Source:
OnboardingVerificationRequest - API Source:
onboarding_verifications_update
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
| Field | Type | Required | Description |
|---|---|---|---|
user |
integer | ✓ | User requesting company onboarding |
country |
string | ✓ | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) | |
legal_name |
string | Company name(optional, for reference) | |
expires_at |
string (date-time) | When this verification expires |
200 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Partial Update
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- Model Source:
PatchedOnboardingVerificationRequest - API Source:
onboarding_verifications_partial_update
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
| Field | Type | Required | Description |
|---|---|---|---|
user |
integer | User requesting company onboarding | |
country |
string | ISO country code (e.g., 'EE' for Estonia) | |
legal_person_identifier |
string | Official company registration code (required for automatic validation) | |
legal_name |
string | Company name(optional, for reference) | |
expires_at |
string (date-time) | When this verification expires |
200 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Delete
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- API Source:
onboarding_verifications_destroy
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
204 - No response body
Other Actions
Get checklist with questions and existing answers
Get checklist with questions and existing answers.
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- API Source:
onboarding_verifications_checklist_retrieve
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
200 -
| Field | Type | Description |
|---|---|---|
checklist |
object (free-form) | |
completion |
object | |
completion.uuid |
string (uuid) | |
completion.is_completed |
boolean | Whether all required questions have been answered |
completion.completion_percentage |
number (double) | |
completion.unanswered_required_questions |
array of anys | |
completion.checklist_name |
string | |
completion.checklist_description |
string | |
completion.created |
string (date-time) | |
completion.modified |
string (date-time) | |
questions |
array of objects | |
questions.uuid |
string (uuid) | |
questions.description |
string | |
questions.user_guidance |
string | |
questions.question_type |
any | Type of question and expected answer format |
questions.required |
boolean | |
questions.order |
integer | |
questions.existing_answer |
object (free-form) | |
questions.question_options |
array of anys | |
questions.min_value |
string (decimal) | Minimum value allowed for NUMBER type questions |
questions.max_value |
string (decimal) | Maximum value allowed for NUMBER type questions |
questions.allowed_file_types |
any | List of allowed file extensions (e.g., ['.pdf', '.doc', '.docx']). If empty, all file types are allowed. |
questions.allowed_mime_types |
any | List of allowed MIME types (e.g., ['application/pdf', 'application/msword']). If empty, MIME type validation is not enforced. When both extensions and MIME types are specified, files must match both criteria for security. |
questions.max_file_size_mb |
integer | Maximum file size in megabytes. If not set, no size limit is enforced. |
questions.max_files_count |
integer | Maximum number of files allowed for MULTIPLE_FILES type questions. If not set, no count limit is enforced. |
400 -
404 -
Get checklist template for creating new objects
Get checklist template for creating new objects.
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| Name | Type | Required | Description |
|---|---|---|---|
parent_uuid |
string (uuid) | ✓ | UUID of the parent object (e.g., customer UUID for new projects) |
200 -
| Field | Type | Description |
|---|---|---|
checklist |
object (free-form) | |
questions |
array of objects | |
questions.uuid |
string (uuid) | |
questions.required |
boolean | |
questions.description |
string | |
questions.user_guidance |
string | Additional guidance text visible to users when answering and reviewing |
questions.question_options |
array of objects | |
questions.question_options.uuid |
string (uuid) | |
questions.question_options.label |
string | |
questions.question_options.order |
integer | |
questions.question_type |
any | Type of question and expected answer format |
questions.order |
integer | |
questions.min_value |
string (decimal) | Minimum value allowed for NUMBER type questions |
questions.max_value |
string (decimal) | Maximum value allowed for NUMBER type questions |
questions.allowed_file_types |
any | List of allowed file extensions (e.g., ['.pdf', '.doc', '.docx']). If empty, all file types are allowed. |
questions.allowed_mime_types |
any | List of allowed MIME types (e.g., ['application/pdf', 'application/msword']). If empty, MIME type validation is not enforced. When both extensions and MIME types are specified, files must match both criteria for security. |
questions.max_file_size_mb |
integer | Maximum file size in megabytes. If not set, no size limit is enforced. |
questions.max_files_count |
integer | Maximum number of files allowed for MULTIPLE_FILES type questions. If not set, no count limit is enforced. |
questions.operator |
any | |
questions.review_answer_value |
any | Answer value that trigger review. |
questions.always_requires_review |
boolean | This question always requires review regardless of answer |
questions.guidance_answer_value |
any | Answer value that triggers display of user guidance. |
questions.guidance_operator |
any | Operator to use when comparing answer with guidance_answer_value |
questions.always_show_guidance |
boolean | Show user guidance always, regardless of answer. If False, guidance is conditional on answer matching guidance_answer_value with guidance_operator |
questions.dependency_logic_operator |
any | Defines how multiple dependencies are evaluated. AND: All dependencies must be satisfied. OR: At least one dependency must be satisfied. |
initial_visible_questions |
array of objects | |
initial_visible_questions.uuid |
string (uuid) | |
initial_visible_questions.required |
boolean | |
initial_visible_questions.description |
string | |
initial_visible_questions.user_guidance |
string | Additional guidance text visible to users when answering and reviewing |
initial_visible_questions.question_options |
array of objects | |
initial_visible_questions.question_options.uuid |
string (uuid) | |
initial_visible_questions.question_options.label |
string | |
initial_visible_questions.question_options.order |
integer | |
initial_visible_questions.question_type |
any | Type of question and expected answer format |
initial_visible_questions.order |
integer | |
initial_visible_questions.min_value |
string (decimal) | Minimum value allowed for NUMBER type questions |
initial_visible_questions.max_value |
string (decimal) | Maximum value allowed for NUMBER type questions |
initial_visible_questions.allowed_file_types |
any | List of allowed file extensions (e.g., ['.pdf', '.doc', '.docx']). If empty, all file types are allowed. |
initial_visible_questions.allowed_mime_types |
any | List of allowed MIME types (e.g., ['application/pdf', 'application/msword']). If empty, MIME type validation is not enforced. When both extensions and MIME types are specified, files must match both criteria for security. |
initial_visible_questions.max_file_size_mb |
integer | Maximum file size in megabytes. If not set, no size limit is enforced. |
initial_visible_questions.max_files_count |
integer | Maximum number of files allowed for MULTIPLE_FILES type questions. If not set, no count limit is enforced. |
initial_visible_questions.operator |
any | |
initial_visible_questions.review_answer_value |
any | Answer value that trigger review. |
initial_visible_questions.always_requires_review |
boolean | This question always requires review regardless of answer |
initial_visible_questions.guidance_answer_value |
any | Answer value that triggers display of user guidance. |
initial_visible_questions.guidance_operator |
any | Operator to use when comparing answer with guidance_answer_value |
initial_visible_questions.always_show_guidance |
boolean | Show user guidance always, regardless of answer. If False, guidance is conditional on answer matching guidance_answer_value with guidance_operator |
initial_visible_questions.dependency_logic_operator |
any | Defines how multiple dependencies are evaluated. AND: All dependencies must be satisfied. OR: At least one dependency must be satisfied. |
400 -
404 -
Get checklist completion status
Get checklist completion status.
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
200 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
is_completed |
boolean | Whether all required questions have been answered |
completion_percentage |
number (double) | |
unanswered_required_questions |
array of anys | |
checklist_name |
string | |
checklist_description |
string | |
created |
string (date-time) | |
modified |
string (date-time) |
400 -
404 -
Run validation
Run automatic validation using the required fields provided during verification creation. Checklist answers (if any) are only used for supplemental customer/intent data.
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- API Source:
onboarding_verifications_run_validation
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
200 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Start verification
Start company validation process by creating a verification record. If a checklist is configured for the country, use checklist endpoints to submit additional answers. Then call run_validation to perform automatic validation.
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- Model Source:
OnboardingCompanyValidationRequestRequest - API Source:
onboarding_verifications_start_verification
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| Field | Type | Required | Description |
|---|---|---|---|
country |
string | ✓ | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code | |
legal_name |
string | Company name (optional) | |
is_manual_validation |
boolean | Indicates if the validation is to be performed manually Constraints: default: False |
|
person_identifier |
string | Personal identifier (temporary workaround for Estonian civil_number) | |
first_name |
string | User's first name (temporary workaround for Austrian validation) | |
last_name |
string | User's last name (temporary workaround for Austrian validation) | |
birth_date |
string (date) | User's birth date (temporary workaround for Austrian validation) |
200 -
| Field | Type | Description |
|---|---|---|
uuid |
string (uuid) | |
user |
integer | User requesting company onboarding |
country |
string | ISO country code (e.g., 'EE' for Estonia) |
legal_person_identifier |
string | Official company registration code (required for automatic validation) |
legal_name |
string | Company name(optional, for reference) |
status |
any | |
validation_method |
any | Method used for validation |
verified_user_roles |
any | Roles the user has in the company |
verified_company_data |
any | Company information retrieved during validation |
raw_response |
any | Raw API response for debugging and auditing |
error_traceback |
string | |
error_message |
string | |
validated_at |
string (date-time) | When validation was completed |
expires_at |
string (date-time) | When this verification expires |
customer |
integer | Customer created after successful validation |
onboarding_metadata |
object (free-form) | Onboarding-specific data like intents, purposes extracted from checklist answers |
user_submitted_customer_data |
object (free-form) | Get customer data submitted by the user during onboarding. |
created |
string (date-time) | |
modified |
string (date-time) |
Submit checklist answers
Submit checklist answers.
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- API Source:
onboarding_verifications_submit_answers
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| Name | Type | Required |
|---|---|---|
uuid |
string (uuid) | ✓ |
The request body is an array of objects, where each object has the following structure:
| Field | Type | Required |
|---|---|---|
question_uuid |
string (uuid) | ✓ |
answer_data |
any | ✓ |
200 -
| Field | Type | Description |
|---|---|---|
detail |
string | |
completion |
object | |
completion.uuid |
string (uuid) | |
completion.is_completed |
boolean | Whether all required questions have been answered |
completion.completion_percentage |
number (double) | |
completion.unanswered_required_questions |
array of anys | |
completion.checklist_name |
string | |
completion.checklist_description |
string | |
completion.created |
string (date-time) | |
completion.modified |
string (date-time) |
400 -
404 -