openapi: 3.0.3 info: title: Participants description: "For retrieving Participants. For information of how to construct requests utilising fieldsets, sorting, paging, filters, and '*includes*', please refer to the API Developer Portal. E&OE." version: "1.0" externalDocs: description: API Developer Portal - Constructing API Requests url: https://docs.actionstep.com/api-requests/ paths: '/participants': get: description: Returns a collection of participants. For information on how to construct requests filtering by various properties, please refer to the API Developer Portal. tags: - Participants responses: '200': description: OK. content: application/json: schema: $ref: '#/components/schemas/PagedParticipants' post: description: Create a new participant. tags: - Participants requestBody: $ref: '#/components/requestBodies/CreateParticipant' responses: '200': description: OK. content: application/json: schema: $ref: '#/components/schemas/Participant' '/participants/{id}': get: description: Returns a single participant. tags: - Participants parameters: - name: id in: path description: Unique identifier for a Participant. required: true schema: type: integer example: 7630 responses: '200': description: OK. content: application/json: schema: $ref: '#/components/schemas/Participant' put: description: Updates a participant tags: - Participants requestBody: $ref: '#/components/requestBodies/UpdateParticipant' parameters: - name: id in: path description: Unique identifier for a participant. required: true schema: type: integer example: 7630 responses: '200': description: OK. content: application/json: schema: $ref: '#/components/schemas/Participant' components: schemas: PagedParticipants: type: object properties: participants: type: array items: $ref: '#/components/schemas/Participant' meta: $ref: '#/components/schemas/PageMetaData' PageMetaData: type: object properties: paging: $ref: '#/components/schemas/PagingData' PagingData: type: object properties: participants: $ref: '#/components/schemas/ParticipantsPageData' ParticipantsPageData: type: object properties: recordCount: description: The total number of participants returned by the underlying query. type: integer example: 2317 pageCount: description: The total number of pages generated by the underlying query. type: integer example: 47 page: description: The page number for this page of participants. type: integer example: 2 pageSize: description: Page size. type: integer example: 50 prevPage: description: A URL to the previous page of participants. type: string example: https://ap-southeast-2.actionstep.com/api/rest/participants?page=1 nextPage: description: A URL to the next page of participants. type: string example: https://ap-southeast-2.actionstep.com/api/rest/participants?page=3 Participant: type: object properties: id: description: Unique identifier for the participant. example: 7939 type: integer displayName: description: Display name for the participant. This is typically the first name and last name displayed in the order specified by your system's settings. example: Bond, James type: string displayInitials: description: Initials for the participant (also referred to as Timekeeper Initials). example: JB type: string isCompany: description: Indicates if the participant is an individual or a company/organisation. example: F type: string companyName: description: Company or organisation name. example: Actionstep type: string salutation: description: Salutation. example: Mrs type: string firstName: description: First name. example: James type: string middleName: description: Middle name. example: Edward type: string lastName: description: Last name. example: Bond type: string suffix: description: Name suffix. example: Jnr type: string preferredName: description: Preferred name. example: 007 type: string physicalAddressLine1: description: First line of the physical address. example: MI5 House type: string physicalAddressLine2: description: Second line of the physical address. example: South Bank type: string physicalCity: description: City for the physical address. example: London type: string physicalStateProvince: description: State or province for the physical address. example: Florida type: string physicalCounty: description: County for the physical address. example: Dorset type: string physicalPostCode: description: Postcode or zip code for the physical address. example: EC2 3YP type: string mailingAddressLine1: description: First line of the mailing address. example: 15 Wiltshire Avenue type: string mailingAddressLine2: description: Second line of the mailing address. example: South Park type: string mailingCity: description: City for the mailing address. example: Poole type: string mailingStateProvince: description: State or province for the mailing address. example: New York type: string mailingCounty: description: County for the mailing address. example: Hampshire type: string mailingPostCode: description: Postcode or zip code for the mailing address. example: BH18 8EJ type: string phone1Label: description: Label for the first telephone number. example: Home type: string phone1Country: description: ISO country code for the first telephone number. example: 44 type: integer phone1Area: description: Area number for the first telephone number. example: 202 type: integer phone1Number: description: Local part of the first telephone number. example: 7379 939 type: string phone1Notes: description: Optional notes for the first telephone number. example: null type: string phone2Label: description: Label for the second telephone number. example: Office type: string phone2Country: description: ISO country code for the second telephone number. example: 44 type: integer phone2Area: description: Area number for the second telephone number. example: 202 type: integer phone2Number: description: Local part of the second telephone number. example: 6893 378 type: string phone2Notes: description: Optional notes for the second telephone number. example: null type: string phone3Label: description: Label for the third telephone number. example: Mobile type: string phone3Country: description: ISO country code for the third telephone number. example: 44 type: integer phone3Area: description: Area number for the third telephone number. example: 204 type: integer phone3Number: description: Local part of the third telephone number. example: 0279 6394 type: string phone3Notes: description: Optional notes for the third telephone number. example: null type: string phone4Label: description: Label for the fourth telephone number. example: Holiday home type: string phone4Country: description: ISO country code for the fourth telephone number. example: 44 type: integer phone4Area: description: Area number for the fourth telephone number. example: 393 type: integer phone4Number: description: Local part of the fourth telephone number. example: 0921 832 type: string phone4Notes: description: Optional notes for the fourth telephone number. example: Only during summer months. type: string fax: description: Fax number. example: 202 3782 838 type: string sms: description: Number for SMS messaging. example: 93 382 2223 type: string email: description: Email address. example: james.bond@mi5.co.uk type: string website: description: Website address (Url). example: www.myorganisation.com type: string occupation: description: Occupation. example: Dentist type: string taxNumber: description: Tax number. example: NH838-23M type: string birthTimestamp: description: Date of birth. example: 23-May-1987 type: string format: date deathTimestamp: description: Date of death. example: 09-Dec-2020 type: string format: date maritalStatus: description: Marital status. example: Married type: string gender: description: Gender. enum: - M - F example: M type: string genderTypeName: description: Gender type name. example: Transgender type: string isDeceased: description: Indicates if dead. enum: - T - F example: F type: string dateOfBirthStatus: description: Status for date of birth. enum: - Known - Estimate - Not stated - Unknown default: Known example: Known type: string countryIdOfBirth: description: 2 character ISO country code. example: NZ type: string modifiedTimestamp: description: Date and time of last modification. example: 2023-11-08T17:17:29+13:00 type: string format: timestamp createdTimestamp: description: Date and time of record creation. example: 2019-11-05T14:23:48+13:00 type: string format: timestamp amlStatus: description: Current AML status. enum: - Not started - In progress - Signed off default: Not started example: In progress type: string amlProgress: description: Progress of the AML process expressed as a percentage. example: 75 type: integer default: 0 amlRisk: description: AML risk profile. enum: - Low - Medium - High - Unknown - Very Low - Very High default: Unknown example: Medium type: string amlNote: description: AML notes. example: Successfully processed. type: string debtorStatementSendEmail: description: Indicates if debtor statements are to be sent via email. enum: - T - F default: T example: T type: string debtorStatementUsePrimaryEmail: description: Indicates if debtor statements are sent to the participant's primary email address. enum: - T - F default: T example: T type: string debtorStatementEmail: description: One or more comma separated email addresses to email debtor statements. Only applicable if debtorStatementUsePrimaryEmail is set to 'F'. example: james.smith@xyz.com, jeff.black@xyz.com type: string format: string disabilityStatus: description: The disability status of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Physical type: string format: string culturalIdentity: description: The cultural identity of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Yes, Aboriginal type: string format: string primaryLanguage: description: The primary language of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Ngardi type: string format: string yearOfArrival: description: The year of arrival of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: 1987 type: integer format: string importExternalReference: description: Used when importing data into Actionstep from a third-party data source. example: DDH-3838939-333 type: string links: $ref: '#/components/schemas/ParticipantLinks' ParticipantLinks: type: object properties: physicalCountry: description: The 2 character ISO code for the country. example: NZ type: string mailingCountry: description: The 2 character ISO code for the mailing country. example: NZ type: string division: description: Unique identifier of the division to which the participant is associated. example: 1 type: integer CreateParticipant: type: object required: - displayName properties: displayName: description: Display name for the participant. This is typically the first name and last name displayed in the order specified by your system's settings. example: Bond, James type: string displayInitials: description: Initials for the participant (also referred to as Timekeeper Initials). Please note display initials must be unique across the whole system. example: JB type: string isCompany: description: Indicates if the participant is an individual or a company/organisation. example: F type: string companyName: description: Company or organisation name. example: Actionstep type: string salutation: description: Salutation. example: Mrs type: string firstName: description: First name. example: James type: string middleName: description: Middle name. example: Edward type: string lastName: description: Last name. example: Bond type: string suffix: description: Name suffix. example: Jnr type: string preferredName: description: Preferred name. example: 007 type: string physicalAddressLine1: description: First line of the physical address. example: MI5 House type: string physicalAddressLine2: description: Second line of the physical address. example: South Bank type: string physicalCity: description: City for the physical address. example: London type: string physicalStateProvince: description: State or province for the physical address. example: Florida type: string physicalCounty: description: County for the physical address. example: Dorset type: string physicalPostCode: description: Postcode or zip code for the physical address. example: EC2 3YP type: string mailingAddressLine1: description: First line of the mailing address. example: 15 Wiltshire Avenue type: string mailingAddressLine2: description: Second line of the mailing address. example: South Park type: string mailingCity: description: City for the mailing address. example: Poole type: string mailingStateProvince: description: State or province for the mailing address. example: New York type: string mailingCounty: description: County for the mailing address. example: Hampshire type: string mailingPostCode: description: Postcode or zip code for the mailing address. example: BH18 8EJ type: string phone1Label: description: Label for the first telephone number. example: Home type: string phone1Country: description: ISO country code for the first telephone number. example: 44 type: integer phone1Area: description: Area number for the first telephone number. example: 202 type: integer phone1Number: description: Local part of the first telephone number. example: 7379 939 type: string phone1Notes: description: Optional notes for the first telephone number. example: null type: string phone2Label: description: Label for the second telephone number. example: Office type: string phone2Country: description: ISO country code for the second telephone number. example: 44 type: integer phone2Area: description: Area number for the second telephone number. example: 202 type: integer phone2Number: description: Local part of the second telephone number. example: 6893 378 type: string phone2Notes: description: Optional notes for the second telephone number. example: null type: string phone3Label: description: Label for the third telephone number. example: Mobile type: string phone3Country: description: ISO country code for the third telephone number. example: 44 type: integer phone3Area: description: Area number for the third telephone number. example: 204 type: integer phone3Number: description: Local part of the third telephone number. example: 0279 6394 type: string phone3Notes: description: Optional notes for the third telephone number. example: null type: string phone4Label: description: Label for the fourth telephone number. example: Holiday home type: string phone4Country: description: ISO country code for the fourth telephone number. example: 44 type: integer phone4Area: description: Area number for the fourth telephone number. example: 393 type: integer phone4Number: description: Local part of the fourth telephone number. example: 0921 832 type: string phone4Notes: description: Optional notes for the fourth telephone number. example: Only during summer months. type: string fax: description: Fax number. example: 202 3782 838 type: string sms: description: Number for SMS messaging. example: 93 382 2223 type: string email: description: Email address. example: james.bond@mi5.co.uk type: string website: description: Website address (Url). example: www.myorganisation.com type: string occupation: description: Occupation. example: Dentist type: string taxNumber: description: Tax number. example: NH838-23M type: string birthTimestamp: description: Date of birth. example: 23-May-1987 type: string format: date deathTimestamp: description: Date of death. example: 09-Dec-2020 type: string format: date maritalStatus: description: Marital status. example: Married type: string gender: description: Gender. enum: - M - F example: M type: string genderTypeName: description: Gender type name. example: Transgender type: string isDeceased: description: Indicates if dead. enum: - T - F example: F type: string dateOfBirthStatus: description: Status for date of birth. enum: - Known - Estimate - Not stated - Unknown default: Known example: Known type: string countryIdOfBirth: description: 2 character ISO country code. example: NZ type: string modifiedTimestamp: description: Date and time of last modification. example: 2023-11-08T17:17:29+13:00 type: string format: timestamp createdTimestamp: description: Date and time of record creation. example: 2019-11-05T14:23:48+13:00 type: string format: timestamp amlStatus: description: Current AML status. enum: - Not started - In progress - Signed off default: Not started example: In progress type: string amlProgress: description: Progress of the AML process expressed as a percentage. example: 75 type: integer default: 0 amlRisk: description: AML risk profile. enum: - Low - Medium - High - Unknown - Very Low - Very High default: Unknown example: Medium type: string amlNote: description: AML notes. example: Successfully processed. type: string debtorStatementSendEmail: description: Indicates if debtor statements are to be sent via email. enum: - T - F default: T example: T type: string debtorStatementUsePrimaryEmail: description: Indicates if debtor statements are sent to the participant's primary email address. enum: - T - F default: T example: T type: string debtorStatementEmail: description: One or more comma separated email addresses to email debtor statements. Only applicable if debtorStatementUsePrimaryEmail is set to 'F'. example: james.smith@xyz.com, jeff.black@xyz.com type: string format: string disabilityStatus: description: The disability status of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Physical type: string format: string culturalIdentity: description: The cultural identity of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Yes, Aboriginal type: string format: string primaryLanguage: description: The primary language of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Ngardi type: string format: string yearOfArrival: description: The year of arrival of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: 1987 type: integer format: string importExternalReference: description: Used when importing data into Actionstep from a third-party data source. example: DDH-3838939-333 type: string links: $ref: '#/components/schemas/CreateParticipantsLinks' CreateParticipantsLinks: type: object properties: physicalCountry: description: The 2 character ISO code for the country. example: NZ type: string mailingCountry: description: The 2 character ISO code for the mailing country. example: NZ type: string division: description: Unique identifier of the division to which the participant is associated. example: 1 type: integer UpdateParticipant: type: object properties: isCompany: description: Indicates if the participant is an individual or a company/organisation. example: F type: string companyName: description: Company or organisation name. example: Actionstep type: string salutation: description: Salutation. example: Mrs type: string firstName: description: First name. example: James type: string middleName: description: Middle name. example: Edward type: string lastName: description: Last name. example: Bond type: string displayInitials: description: Initials for the participant (also referred to as Timekeeper Initials). Please note display initials must be unique across the whole system. example: JB type: string suffix: description: Name suffix. example: Jnr type: string preferredName: description: Preferred name. example: 007 type: string physicalAddressLine1: description: First line of the physical address. example: MI5 House type: string physicalAddressLine2: description: Second line of the physical address. example: South Bank type: string physicalCity: description: City for the physical address. example: London type: string physicalStateProvince: description: State or province for the physical address. example: Florida type: string physicalCounty: description: County for the physical address. example: Dorset type: string physicalPostCode: description: Postcode or zip code for the physical address. example: EC2 3YP type: string mailingAddressLine1: description: First line of the mailing address. example: 15 Wiltshire Avenue type: string mailingAddressLine2: description: Second line of the mailing address. example: South Park type: string mailingCity: description: City for the mailing address. example: Poole type: string mailingStateProvince: description: State or province for the mailing address. example: New York type: string mailingCounty: description: County for the mailing address. example: Hampshire type: string mailingPostCode: description: Postcode or zip code for the mailing address. example: BH18 8EJ type: string phone1Label: description: Label for the first telephone number. example: Home type: string phone1Country: description: ISO country code for the first telephone number. example: 44 type: integer phone1Area: description: Area number for the first telephone number. example: 202 type: integer phone1Number: description: Local part of the first telephone number. example: 7379 939 type: string phone1Notes: description: Optional notes for the first telephone number. example: null type: string phone2Label: description: Label for the second telephone number. example: Office type: string phone2Country: description: ISO country code for the second telephone number. example: 44 type: integer phone2Area: description: Area number for the second telephone number. example: 202 type: integer phone2Number: description: Local part of the second telephone number. example: 6893 378 type: string phone2Notes: description: Optional notes for the second telephone number. example: null type: string phone3Label: description: Label for the third telephone number. example: Mobile type: string phone3Country: description: ISO country code for the third telephone number. example: 44 type: integer phone3Area: description: Area number for the third telephone number. example: 204 type: integer phone3Number: description: Local part of the third telephone number. example: 0279 6394 type: string phone3Notes: description: Optional notes for the third telephone number. example: null type: string phone4Label: description: Label for the fourth telephone number. example: Holiday home type: string phone4Country: description: ISO country code for the fourth telephone number. example: 44 type: integer phone4Area: description: Area number for the fourth telephone number. example: 393 type: integer phone4Number: description: Local part of the fourth telephone number. example: 0921 832 type: string phone4Notes: description: Optional notes for the fourth telephone number. example: Only during summer months. type: string fax: description: Fax number. example: 202 3782 838 type: string sms: description: Number for SMS messaging. example: 93 382 2223 type: string email: description: Email address. example: james.bond@mi5.co.uk type: string website: description: Website address (Url). example: www.myorganisation.com type: string occupation: description: Occupation. example: Dentist type: string taxNumber: description: Tax number. example: NH838-23M type: string birthTimestamp: description: Date of birth. example: 23-May-1987 type: string format: date deathTimestamp: description: Date of death. example: 09-Dec-2020 type: string format: date maritalStatus: description: Marital status. example: Married type: string gender: description: Gender. enum: - M - F example: M type: string genderTypeName: description: Gender type name. example: Transgender type: string isDeceased: description: Indicates if dead. enum: - T - F example: F type: string dateOfBirthStatus: description: Status for date of birth. enum: - Known - Estimate - Not stated - Unknown default: Known example: Known type: string countryIdOfBirth: description: 2 character ISO country code. example: NZ type: string modifiedTimestamp: description: Date and time of last modification. example: 2023-11-08T17:17:29+13:00 type: string format: timestamp createdTimestamp: description: Date and time of record creation. example: 2019-11-05T14:23:48+13:00 type: string format: timestamp amlStatus: description: Current AML status. enum: - Not started - In progress - Signed off default: Not started example: In progress type: string amlProgress: description: Progress of the AML process expressed as a percentage. example: 75 type: integer default: 0 amlRisk: description: AML risk profile. enum: - Low - Medium - High - Unknown - Very Low - Very High default: Unknown example: Medium type: string amlNote: description: AML notes. example: Successfully processed. type: string debtorStatementSendEmail: description: Indicates if debtor statements are to be sent via email. enum: - T - F default: T example: T type: string debtorStatementUsePrimaryEmail: description: Indicates if debtor statements are sent to the participant's primary email address. enum: - T - F default: T example: T type: string debtorStatementEmail: description: One or more comma separated email addresses to email debtor statements. Only applicable if debtorStatementUsePrimaryEmail is set to 'F'. example: james.smith@xyz.com, jeff.black@xyz.com type: string format: string disabilityStatus: description: The disability status of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Physical type: string format: string culturalIdentity: description: The cultural identity of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Yes, Aboriginal type: string format: string primaryLanguage: description: The primary language of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: Ngardi type: string format: string yearOfArrival: description: The year of arrival of the participant. **NB:** This demographic information property is applicable for ANZ CLC systems only. example: 1987 type: integer format: string importExternalReference: description: Used when importing data into Actionstep from a third-party data source. example: DDH-3838939-333 type: string links: $ref: '#/components/schemas/UpdateParticipantsLinks' UpdateParticipantsLinks: type: object properties: physicalCountry: description: The 2 character ISO code for the country. example: NZ type: string mailingCountry: description: The 2 character ISO code for the mailing country. example: NZ type: string division: description: Unique identifier of the division to which the participant is associated. example: 1 type: integer requestBodies: CreateParticipant: content: application/json: schema: $ref: '#/components/schemas/CreateParticipant' UpdateParticipant: content: application/json: schema: $ref: '#/components/schemas/UpdateParticipant'