POST /transfer/platform/person/create
Use the /transfer/platform/person/create
endpoint to create a person record associated with an originator and optionally submit person-specific requirements.
Servers
- https://production.plaid.com
- https://sandbox.plaid.com
Request headers
Name | Type | Required | Description |
---|---|---|---|
Content-Type |
String | Yes |
The media type of the request body.
Default value: "application/json" |
Request body fields
Name | Type | Required | Description |
---|---|---|---|
name |
Object | No |
The person's legal name |
name.family_name |
String | Yes |
A string with at least one non-whitespace character, with a max length of 100 characters. |
name.given_name |
String | Yes |
A string with at least one non-whitespace character, with a max length of 100 characters. |
date_of_birth |
String | No |
The date of birth of the person. Formatted as YYYY-MM-DD. |
email_address |
String | No |
A valid email address. Must not have leading or trailing spaces. |
client_id |
String | No |
Your Plaid API |
relationship_to_originator |
String | No |
The relationship between this person and the originator they are related to. |
ownership_percentage |
Integer | No |
The percentage of ownership this person has in the onboarding business. Only applicable to beneficial owners with 25% or more ownership. |
id_number |
Object | No |
ID number of the person |
id_number.type |
String | Yes |
A globally unique and human readable ID type, specific to the country and document category. For more context on this field, see Hybrid Input Validation. Possible values:
|
id_number.value |
String | Yes |
Value of the person's ID Number. Alpha-numeric, with all formatting characters stripped. |
secret |
String | No |
Your Plaid API |
address |
Object | No |
Home address of a person |
address.street2 |
String | No |
Extra street information, like an apartment or suite number. If provided, a string with at least one non-whitespace character, with a max length of 50 characters. |
address.region |
String | Yes |
An ISO 3166-2 subdivision code. Related terms would be "state", "province", "prefecture", "zone", "subdivision", etc. |
address.postal_code |
String | Yes |
The postal code of the address. |
address.country |
String | Yes |
Valid, capitalized, two-letter ISO code representing the country of this object. Must be in ISO 3166-1 alpha-2 form. |
address.street |
String | Yes |
The primary street portion of an address. A string with at least one non-whitespace alphabetical character, with a max length of 80 characters. |
address.city |
String | Yes |
The full city name. |
originator_client_id |
String | Yes |
The client ID of the originator |
phone_number |
String | No |
A valid phone number in E.164 format. |
How to start integrating
- Add HTTP Task to your workflow definition.
- Search for the API you want to integrate with and click on the name.
- This loads the API reference documentation and prepares the Http request settings.
- Click Test request to test run your request to the API and see the API's response.