Create a representative

Creates a new representative associated with an account. Representatives are individuals who have legal authority or significant responsibility within the business.

POST /v1/representatives

cURL

cURL

curl --request POST \
  --header 'Authorization: Bearer YOUR_SECRET_API_KEY' \
  --url https://sandbox.straddle.com/v1/representatives \
  --header 'Content-Type: application/json' \
  --data '{
  "account_id": "182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e",
  "first_name": "<string>",
  "last_name": "<string>",
  "dob": "2019-12-27",
  "ssn_last4": "1234",
  "email": "[e-mail]",
  "mobile_number": "[phone]",
  "relationship": {
    "primary": true,
    "control": true,
    "owner": true
  }
}'

201

{
  "meta": {
    "api_request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "api_request_timestamp": "2023-11-07T05:31:56Z"
  },
  "response_type": "object",
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "status": "created",
    "status_detail": {
      "reason": "unverified",
      "source": "watchtower",
      "code": "<string>",
      "message": "<string>"
    },
    "first_name": "Ron",
    "last_name": "Swanson",
    "dob": "1980-01-01",
    "ssn_last4": "1234",
    "email": "[e-mail]",
    "mobile_number": "[phone]",
    "relationship": {
      "primary": true,
      "control": true,
      "owner": true,
      "percent_ownership": 123,
      "title": "<string>"
    },
    "created_at": "2023-11-07T05:31:56Z",
    "updated_at": "2023-11-07T05:31:56Z",
    "name": "<string>",
    "user_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "external_id": "<string>",
    "phone": "<string>",
    "metadata": {}
  }
}

Authorizations

Authorization · string · header · required

Use your Straddle API Key in the Authorization header as Bearer to authorize API requests.

Headers

request-id · string

Optional client generated identifier to trace and debug a request.

correlation-id · string

Optional client generated identifier to trace and debug a series of requests.

idempotency-key · string

Optional client generated value to use for idempotent requests.

Required string length: 10 - 40

Body

application/jsontext/jsonapplication/*+json

account_id · string<uuid> · required

The unique identifier of the account this representative is associated with.

first_name · string · required

The first name of the representative.

last_name · string · required

The last name of the representative.

dob · string<date> · required

Date of birth for the representative in ISO 8601 format (YYYY-MM-DD).

Example:

"1980-01-01"

ssn_last4 · string · required

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

Pattern: ^[0-9]{4}$

Example:

"1234"

email · string<email> · required

The company email address of the representative.

Example:

"[e-mail]"

mobile_number · string · required

The mobile phone number of the representative.

Pattern: ^\+[1-9]\d{1,14}$

Example:

"[phone]"

relationship · object · required

Show child attributes

external_id · string | null

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

metadata · object

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

Show child attributes

Response

201

text/plain

Created

meta · object · required

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

Show child attributes

response_type · enum<string> · required

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.

Available options: object, array, error, none

data · object · required

Show child attributes