This guide uses the following endpoints
To add an authorized user to an account, you must
1. Create a Person Application
person_application
objects represent natural persons who are applying for new bank accounts or to be added to existing bank accounts. Before you can add a person to an account, you must create a person_application
to represent them.
To create a person_application
, make a POST
request to the /apply/person_application
endpoint.
person_application
object with a unique id
:
person application
is prefixed with apsn_
, which aids in distinguishing them from the person
objects created at the end of the application process.
2. Create an Additional Person Application
Once theperson_application
representing the authorized user you wish to add to an account has been created, you can add them to the account by making a request to the additional_person_application
endpoint:
additional_person_application
to add the supplied person_application
to the specified account
, with the given role. The response will look like this:
status
of the application will begin in pending
and end in approved
; once the application is approved, you can issue a card to the new user.
3. Issue the Card
Once theadditional_person_application
has been approved, you can fetch the person_application
attached to it and look up the person
created and linked to the account:
person_id
attribute of the person_application
object is what is required to create a card; it is prefixed with psn
.
Once you have the id of the person you wish to issue a card to, you can make a call to issue them a card in the normal way: