Create a representative - Straddle Docs

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": "[email protected]", "mobile_number": "+12128675309", "relationship": { "primary": true, "control": true, "owner": true } }'

{ "meta": { "api_request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "api_request_timestamp": "2023-11-07T05:31:56Z" }, "data": { "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a", "status_detail": { "code": "<string>", "message": "<string>" }, "first_name": "Ron", "last_name": "Swanson", "dob": "1980-01-01", "ssn_last4": "1234", "email": "[email protected]", "mobile_number": "+12128675309", "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

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"

string<email>

required

The company email address of the representative.

Example:

"[email protected]"

mobile_number

string

required

The mobile phone number of the representative.

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

Example:

"+12128675309"

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

Created