openapi: 3.0.1
info:
title: Services.AutoTrading Account Values Signups API
description: 'The AutoTrading service group provides endpoints for interacting with Saxo Bank''s SaxoSelect offering.Through these interfaces a client application can get Saxo Select trade leaders, portfolios and investments. Portfolio investments can be created and modifed.
Note: This service is subject to special licensing agreements and not generally available to all OpenAPI applications.
'
version: 2.4.138+710c760591
x-framework-version: 38.0.2+439c5b0ec3
x-machine: SIMOAWEB11-DK2
servers:
- url: https://gateway.saxobank.com/sim/openapi
tags:
- name: Signups
description: "The Signups resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.\n \nFull client registrations.\n\nThe Signups resource is intended for an IB to upload complete details of a prospective client. \n A signup is completed by first POSTing information to the signups endpoint. \n Subsequently you may POST to the /signups/files endpoint to add files to the signup. \n\n\nA number of the fields on the signup resource are user selectable options. You can get a list of options\n for all user selectable fields by calling the /signup/options endpoint."
paths:
/cm/v2/signups/verification/initiate/{ClientKey}:
post:
tags:
- Signups
summary: Initiate verification process from external vendor
description: Initiates the verification process for a client by returning a URL that will redirect the client to an external vendor. If successful, the onboarding status will be approved.
operationId: SignUpV2InitiateVerification
parameters:
- name: ClientKey
in: path
description: The client key
required: true
style: simple
schema:
minLength: 1
type: string
x-type-name: ClientKey
example: d2-PzdC5wIPy1284wD-rRA==
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InitiateVerification.InitiateVerificationRequest'
example:
SecureMeRequest:
CountryCode: UK
ErrorRedirectUrl: https://openapi.validate.com
ServiceLanguageCode: FR
SuccessRedirectUrl: https://openapi.validate.com
UploadOptions:
Back: File
Front: File
Selfie: Camera
VerificationProviderType: SecureMe
responses:
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/InitiateVerification.InitiateVerificationResponse'
example:
IdentificationUrl: https://secure-me.au10tixservicesstaging.com?token=oBVmsTzsSMGvYES0y9jj&api=aHR0cHM6Ly93ZXUtYXBpLmF1MTB0aXhzZXJ2aWNlc3N0YWdpbmcuY29tL3NlY3VyZS1tZS92MQ%3D%3D&locale=en-us
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
- ValidationFailed
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
ValidationFailed: One or more of your field values are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
- SignupNotFound
type: string
example: None
x-enum-descriptions:
SignupNotFound: The given signup could not be found
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Write
/cm/v2/signups/options:
get:
tags:
- Signups
summary: Get all signup options
description: Return translated data set containing possible field values for each user selections.
operationId: SignUpV2GetSignupOptions
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/Models.SignUpOptionListResult'
example:
Data:
- PropertyName: ServiceLanguageCode
ValuePairs:
- Key: AR
Value: Arabic
- Key: BU
Value: Bulgarian
- Key: CH
Value: Chinese
- Key: CHT
Value: Chinese Traditional
- Key: DA
Value: Danish
- Key: EN
Value: English
- Key: FA
Value: Farsi
- Key: DE
Value: German
- PropertyName: CountryOfResidenceCode
ValuePairs:
- Key: AF
Value: Afghanistan
- Key: AX
Value: Åland Islands
- Key: CN
Value: China
- Key: CX
Value: Christmas Island
- Key: DK
Value: Denmark
- Key: GB
Value: United Kingdom
- Key: IQ
Value: Iraq
- Key: DE
Value: Germany
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'204':
description: No Content
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
type: string
example: None
x-enum-descriptions:
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Read
/cm/v2/signups/attachments/{SignUpId}:
post:
tags:
- Signups
description: Add multiple files to a sign up case
operationId: SignUpV2AttachFile
parameters:
- name: SignUpId
in: path
description: Signup ID
required: true
style: simple
schema:
type: string
example: 5b68ce05-24f7-491c-a3aa-6a43f7923cee
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/SignupDocuments'
example:
Documents:
- Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
DocumentType: ProofOfIdentity
FileName: ProofOfIdentity.pdf
RenewalDate: '2025-10-29T04:28:02.224997Z'
Title: ProofOfIdentity
- Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
DocumentType: ProofOfResidency
FileName: ProofOfResidency.doc
RenewalDate: '2024-10-29T04:28:02.224997Z'
Title: ProofOfResidency
responses:
'201':
description: Created
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'204':
description: No Content
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
type: string
example: None
x-enum-descriptions:
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Write
/cm/v1/signups/onboardingpdf/{ClientKey}:
get:
tags:
- Signups
description: Generate PDF document of DocumentType provided in request for client provided
operationId: SignUpV1GenerateTypedOnboardingPDF
parameters:
- name: ClientKey
in: path
description: The client key
required: true
style: simple
schema:
minLength: 1
type: string
x-type-name: ClientKey
example: d2-PzdC5wIPy1284wD-rRA==
- name: DocumentType
in: query
description: The onboarding document type
required: true
style: form
explode: false
schema:
$ref: '#/components/schemas/OnboardingDocumentType'
responses:
'200':
description: OK
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
- RequestNotAllowed
- ValidationFailed
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
RequestNotAllowed: Request not allowed!
ValidationFailed: One or more of your field values are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
type: string
example: None
x-enum-descriptions:
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Read
/cm/v1/signups/verification/initiate/{ClientKey}:
post:
tags:
- Signups
summary: Initiate verification process from external vendor
description: Initiates the verification process for a client by returning a URL that will redirect the client to an external vendor. If successful, the onboarding status will be approved.
operationId: SignUpV1InitiateVerification
parameters:
- name: ClientKey
in: path
description: The client key
required: true
style: simple
schema:
minLength: 1
type: string
x-type-name: ClientKey
example: d2-PzdC5wIPy1284wD-rRA==
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InitiateVerificationRequest'
example:
RedirectUrl: http://openapi.validate.com
responses:
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/InitiateVerificationResponse'
example:
IdentificationUrl: https://test.signicat.com/target=http%3A%2F%2Fopenapi.validate.com%2Fopenapi%2Fv1%2Fverify%2F3c3685cf-85e3-4c11-8as7-c4f2dcc78hea
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
- ValidationFailed
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
ValidationFailed: One or more of your field values are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
- SignupNotFound
type: string
example: None
x-enum-descriptions:
SignupNotFound: The given signup could not be found
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Write
/cm/v1/signups/completeapplication/{SignUpId}:
put:
tags:
- Signups
summary: Completes the onboarding application
description: Completes the onboarding application without any delay. Call this endpoint after 'create signup' and 'upload documents'.
operationId: SignUpV1CompleteApplication
parameters:
- name: AwaitAccountCreation
in: query
description: Flag to mention if you want to wait for account creation. Set it to true to wait for account details or false if you don't want the account details immediately.
style: form
explode: false
schema:
type: boolean
example: true
- name: SignUpId
in: path
description: Signup ID
required: true
style: simple
schema:
pattern: ^[0-9a-fA-F]{32}$|^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$
type: string
example: 5b68ce05-24f7-491c-a3aa-6a43f7923cee
responses:
'204':
description: No Content
content:
application/json:
schema:
$ref: '#/components/schemas/CompleteApplicationResponse'
example:
AccountDetails:
- AccountType: Normal
CurrencyIsoCode: USD
Iban: DK43754335838392
ApplicationStatus: Ok
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
- SignupNotFound
type: string
example: None
x-enum-descriptions:
SignupNotFound: The given signup could not be found
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Write
/cm/v1/signups/status/{ClientKey}:
get:
tags:
- Signups
summary: Get the onboarding status of a client
description: Returns the onboarding status of a client. The onboarding flow is as follows
operationId: SignUpV1GetSignUpStatus
parameters:
- name: ClientKey
in: path
description: The client key
required: true
style: simple
schema:
minLength: 1
type: string
x-type-name: ClientKey
example: d2-PzdC5wIPy1284wD-rRA==
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/SignUpStatusResponse'
example:
ClientId: '7856478'
ClientKey: d2-PzdC5wIPy1284wD-rRA==
Message: Onboarding request complete. Account and client keys have been created
OnboardingState: ClientOnboarded
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
- SignupNotFound
type: string
example: None
x-enum-descriptions:
SignupNotFound: The given signup could not be found
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Read
/cm/v1/signups:
post:
tags:
- Signups
summary: Create client
description: Initiates the creation of a new client under the specified owner. The country specific properties for Finland, Italy, Singapore and Switzerland cannot be combined. If successful, the endpoint returns the new ClientId, its corresponding ClientKey and the SignupId. The latter is used to upload additional files and to complete the application.
operationId: SignUpV1SignUp
parameters:
- name: OwnerKey
in: query
description: Client key of owner, under which this signup will be created. If not provided, signup will be created under the LoggedIn client
style: form
explode: false
schema:
minLength: 1
type: string
x-type-name: ClientKey
example: d2-PzdC5wIPy1284wD-rRA==
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/SignUpRequest'
example:
AccountInformation:
AdditionalChoiceOfAccounts:
- '5'
ClientCategoryId: '1'
CurrencyCode: USD
DefaultChoiceOfAccount: '38'
IntendedCommissionGroupId: '1234'
IntendedTemplateId: '567'
OtherInstructions: Instruction1
BankInformation:
BeneficiaryBankName: BankName
ReceivingCountryIsoCode: DK
FinlandData:
EuroclearJudicialForm: '21'
EuroclearSectorCode: '10010'
GlobalFinancialInformation:
AnnualIncomeAfterTax:
Amount: 100020
AmountDescription: Exact
CurrencyCode: DKK
IntendToInvest:
Amount: 1000000
AmountDescription: AboveThisAmount
CurrencyCode: DKK
InvestableAsset:
Amount: 1000000
AmountDescription: Rounded
CurrencyCode: DKK
ItalyData:
EmploymentInformation:
CountryConcernedCode: IT
DetailedBusinessActivity: '005'
EmploymentName: Employer
OtherEmployment: Other employer description
PrevalentCorporateObject: Corporate object
ProvinceConcerned: Livorno
StatusOfEmployment: '125'
MailContactPreference: true
ProfileInformation:
AnnualIncomeInformation:
AnnualIncomeSource:
- '2'
TotalAnnualIncome: '1'
InvestableAssets:
IntendToInvest: '2'
NatureAndPurposeOfTheRelationship: '1'
SourceOfWealth:
- '3'
ValueOfTotalWealth: '4'
OnboardingInformation:
ElectronicVerification:
Done: '2018-04-05T00:00:00Z'
ExternalId: ExternalId
Result: Passed
Score: '50'
PensionData:
AdditionalPensionData: Additional pension data
EmployerReference: 4582HGF39
PensionProductTypes:
- EmployerPaidAlderssum
PersonalInformation:
AdditionalTaxableCountries:
- CountryCode: DK
TaxId: '12334567'
TinNotAvailable: false
- CountryCode: CN
TinMissingReason: '100000001'
TinNotAvailable: true
TinOtherMissingReason: It is under progress
AdditionalTaxCountryCode: DK
CityOfBirth: NewYork
ConsentSource: 1
ContactInformation:
EmailAddress: abc@test.com
PrimaryPhoneNumber:
CountryCode: US
Number: '1234567890'
SecondaryPhoneNumber:
CountryCode: IN
Number: '2134567890'
CorrespondenceAddress:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
CountryOfBirth: US
DateOfBirth: '1980-01-01'
Debt:
Currency: '2'
Value: 100000
DeclaredBankrupt: false
EmploymentInformation:
AdditionalEmploymentRelations:
CompanyNameInsider: CompanyNameInsider
CompanyNameMajorityInterest: CompanyNameMajorityInterest
ManagedOrManagingAssets: false
EmployerName: EmpName
FinancialSectorEmployee: false
NatureOfBusiness: '1'
OccupationTypes:
- '1'
- '2'
Position: Position
FirstName: John
Gender: '2'
LastName: Doe
LiquidNetWorth:
Currency: '2'
Value: 100000
MarketingConsent: true
NationalId: NationalId
NationalityCode: US
NonDisclosureClient: false
OriginalScriptFirstName: 比
OriginalScriptLastName: 伊
PersonalId: '986283618'
PersonalIdExpirationDate: '2019-04-05'
PersonalIdPlaceOfRelease: Milan
PersonalIdReleaseDate: '2016-12-08'
PersonalIdReleasedBy: John doe
PersonalIdType: '1'
PersonalTradingProfile:
KnowledgeOfFinancialInstruments: '2'
ProductTradingExperience:
- '3'
- '4'
- '5'
TradesPerMonth: '3'
PoliticallyExposedPerson: false
ResidentialAddress:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
SalaryBeforeTax:
Currency: '2'
Value: 100000
ServiceLanguageCode: EN
TaxId: '288392738'
TinNotAvailable: false
ProfileInformation:
AnnualIncomeInformation:
AnnualSalaryAfterTax: '1'
SecondaryIncomeOther: Other sources of secondary income
SecondarySourcesOfIncome:
- '2'
SecondarySourcesOfIncomeTotal: '8'
InvestableAssets:
IntendToInvest: '5'
PrimarySourcesOfWealth:
- '1'
- '3'
SourceOfWealthOther: OtherWealthSource
ValueOfCashAndSecurities: '8'
InvestmentPurpose:
PurposeAndScope: '2'
TradingProfile:
SoleBoOfAssets: true
RegulatoryInformation:
FatcaDeclaration:
UnitedStatesCitizen: true
UnitedStatesProducts: true
UnitedStatesTaxId: '23456'
UnitedStatesTaxLiable: true
SingaporeData:
AnnualIncomeSgd: '3'
BrokersDeclinedBy: BrokersName
ClassificationRequired: true
DiplomaOrHigherQualification: '2'
EducationalQualificationSatisfied: true
ELearningAbsSasCfds: '3'
ELearningAbsSasFx: '2'
ELearningPassed: '4'
ELearningSgx: false
ELearningSgxScore: '20'
FinanceWorkExperience: '5'
InvestorProfile: '2'
ListedSips: true
NetWorthSgd: '5'
PermanentResident: true
ProfessionalFinanceQualification: '5'
SgxStocks: '2'
UnlistedSipsCfds: false
UnlistedSipsFx: false
SwitzerlandData:
AnnualIncomeChf: '4'
NetWorthChf: '2'
responses:
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/SignUpResponse'
example:
ClientId: '2147279170'
ClientKey: 7m4I|vtYLUnEGg77o9uQhw==
SignUpId: 446d5238-dc6b-4c04-9b0e-7c061f93734e
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- ClientMatch
- InvalidModelState
- PreClientMatch
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
PreClientMatch: User is already a pre-client!
ClientMatch: User is already a client!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
type: string
example: None
x-enum-descriptions:
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Write
/cm/v1/signups/options:
get:
tags:
- Signups
summary: Get all signup options
description: Return data set containing possible field values for each user selections.
operationId: SignUpV1GetSignupOptions
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/SignUpOptionListResult'
example:
Data:
- PropertyName: ServiceLanguageCode
ValuePairs:
- Key: Arabic
Value: AR
- Key: Bulgarian
Value: BU
- Key: Chinese
Value: CH
- Key: Chinese Traditional
Value: CHT
- Key: Danish
Value: DA
- Key: English
Value: EN
- Key: Farsi
Value: FA
- Key: German
Value: DE
- PropertyName: CountryOfResidenceCode
ValuePairs:
- Key: Afghanistan
Value: AF
- Key: Åland Islands
Value: AX
- Key: China
Value: CN
- Key: Christmas Island
Value: CX
- Key: Denmark
Value: DK
- Key: United Kingdom
Value: GB
- Key: Iraq
Value: IQ
- Key: Germany
Value: DE
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
type: string
example: None
x-enum-descriptions:
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
/cm/v1/signups/attachments/{SignUpId}:
post:
tags:
- Signups
summary: Adds a file to a sign up case
description: Adds attachment to a sign up case.
operationId: SignUpV1AttachFile
parameters:
- name: DocumentType
in: query
description: Type of document
style: form
explode: false
schema:
$ref: '#/components/schemas/SignupFlowDocumentType'
example: ProofOfIdentity
- name: RenewalDate
in: query
description: Expiration date of document
style: form
explode: false
schema:
type: string
format: date-time
x-type-name: UtcDateTime
example: '2019-07-15T00:00:00.0000000+00:00'
- name: SignUpId
in: path
description: Signup ID
required: true
style: simple
schema:
type: string
example: 5b68ce05-24f7-491c-a3aa-6a43f7923cee
- name: Title
in: query
description: Title of the document file
style: form
explode: false
schema:
type: string
example: client_POI
responses:
'201':
description: Created
'200':
description: Action was executed successfully.
'400':
description: Bad Request
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- InvalidModelState
type: string
example: None
x-enum-descriptions:
InvalidModelState: One or more properties of the request are invalid!
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'404':
description: Not Found
content:
application/json:
schema:
required:
- ErrorCode
- Message
type: object
properties:
ErrorCode:
enum:
- NotFound
type: string
example: None
x-enum-descriptions:
NotFound: ''
Message:
type: string
ModelState:
$ref: '#/components/schemas/ModelStateDictionary'
'401':
$ref: '#/components/responses/Unauthorized'
'503':
$ref: '#/components/responses/ServiceUnavailable'
'429':
$ref: '#/components/responses/TooManyRequests'
security:
- OpenApiOAuthSecurityScheme: []
- OpenApiJWTSecurityScheme: []
x-required-permissions:
confidential: Write
components:
schemas:
Models.PensionData:
title: Client information about pension
type: object
properties:
AdditionalPensionData:
title: Additional pension data
type: string
example: stringValue
EmployerReference:
title: Employer refrerence ID
type: string
example: stringValue
PensionProductTypes:
title: Pension product types (can select multiple)
type: array
items:
$ref: '#/components/schemas/Models.PensionProductType'
example:
- EmployerPaidAlderssum
additionalProperties: false
example:
AdditionalPensionData: Additional pension data
EmployerReference: 4582HGF39
PensionProductTypes:
- EmployerPaidAlderssum
OnboardingStateType:
title: Onboarding State of user
enum:
- Approved
- ClientOnboarded
- InProgress
- Pending
- Rejected
- Waiting
type: string
example: ClientOnboarded
x-enum-descriptions:
ClientOnboarded: Onboarding request is complete
Waiting: Onboarding request is waiting to be picked up by Operations
InProgress: Onboarding request is being worked on
Pending: Onboarding request is waiting for information by user
Rejected: Onboarding request is rejected
Approved: Onboarding request is approved
Models.SwitzerlandData:
title: Client information for Switzerland onboarding
type: object
properties:
AnnualIncomeChf:
title: Annual income in CHF (from Options)
type: string
example: stringValue
NetWorthChf:
title: Net worth in CHF (from Options)
type: string
example: stringValue
additionalProperties: false
example:
AnnualIncomeChf: '4'
NetWorthChf: '2'
Models.SingaporeData:
title: Client information for Singapore onboarding
type: object
properties:
AnnualIncomeSgd:
title: Annual income in SGD
type: string
example: stringValue
BrokersDeclinedBy:
title: Brokers declined by
type: string
example: stringValue
ClassificationRequired:
title: Is classification required?
type: boolean
example: false
DiplomaOrHigherQualification:
title: Diploma or higher Qualification
type: string
example: stringValue
ELearningAbsSasCfds:
title: E-learning (ABS-SAS, CFDs)
type: string
example: stringValue
ELearningAbsSasFx:
title: E-learning (ABS-SAS, Fx)
type: string
example: stringValue
ELearningPassed:
title: Has the client passed E-learning
type: string
example: stringValue
ELearningSgx:
title: E-learning (SGX)
type: boolean
example: false
ELearningSgxScore:
title: E-learning (SGX) score
type: string
example: stringValue
EducationalQualificationSatisfied:
title: Is the qualification of education satisfied?
type: boolean
example: false
FinanceWorkExperience:
title: Finance work experience
type: string
example: stringValue
InvestorProfile:
title: Type of investor profile
type: string
example: stringValue
ListedSips:
title: Does the client want to trade in listed SIPs?
type: boolean
example: false
NetWorthSgd:
title: Net worth in SGD
type: string
example: stringValue
PermanentResident:
title: Is the client a permanent resident of Singapore?
type: boolean
example: false
ProfessionalFinanceQualification:
title: Professional finance qualification
type: string
example: stringValue
SgxStocks:
title: Sgx stocks
type: string
example: stringValue
UnlistedSipsCfds:
title: Does the client want to trade unlisted SIPs (CFD)?
type: boolean
example: false
UnlistedSipsFx:
title: Does the client want to trade unlisted SIPs (Fx)?
type: boolean
example: false
additionalProperties: false
example:
AnnualIncomeSgd: '3'
BrokersDeclinedBy: BrokersName
ClassificationRequired: true
DiplomaOrHigherQualification: '2'
EducationalQualificationSatisfied: true
ELearningAbsSasCfds: '3'
ELearningAbsSasFx: '2'
ELearningPassed: '4'
ELearningSgx: false
ELearningSgxScore: '20'
FinanceWorkExperience: '5'
InvestorProfile: '2'
ListedSips: true
NetWorthSgd: '5'
PermanentResident: true
ProfessionalFinanceQualification: '5'
SgxStocks: '2'
UnlistedSipsCfds: false
UnlistedSipsFx: false
Models.SignupFlowDocumentType:
title: Document types accepted for signup
enum:
- AccountViewToIb
- EsaContract
- FeePaymentAuthorization
- GeneralBusinessTerms
- PensionTransferRequest
- PowerOfAttorney
- PowerOfAttorneyToIb
- ProofOfIdentity
- ProofOfResidency
- SourceOfFundsDocument
- TaxSavingAccount
- TaxSavingAccountWithTransfer
- TermsAndConditions
- TermsAndConditionsAldersopsparingPrivate
- TermsAndConditionsKapitalPensionPrivate
- TermsAndConditionsRatePensionPrivate
type: string
example: ProofOfIdentity
x-enum-descriptions:
ProofOfIdentity: Document to verify the identity of client
ProofOfResidency: Document to verify the residency of client
PowerOfAttorney: Legal document mentioning the details of the acts that can be done on behalf of the principal (client)
TermsAndConditions: Document explaining terms and conditions
GeneralBusinessTerms: Document explaining general business terms
SourceOfFundsDocument: Document detailing all the sources which client have for generating funds
PowerOfAttorneyToIb: Legal document mentioning the details of the acts that an IB can undertake on behalf of the principal (client)
AccountViewToIb: Document detailing Introducing-Broker/Client details, authorization from client and Broker commission details
FeePaymentAuthorization: Document detailing Fee Payment Authorization
EsaContract: Document detailing ESA Contract
TermsAndConditionsRatePensionPrivate: Document detailing Terms and Conditions Rate Pension Private
TermsAndConditionsAldersopsparingPrivate: Document detailing Terms and Conditions Aldersopsparing Private
TermsAndConditionsKapitalPensionPrivate: Document detailing Terms and Conditions Kapital Pension Private
PensionTransferRequest: Document detailing Pension Transfer Request
TaxSavingAccount: Document detailing Tax Saving Account
TaxSavingAccountWithTransfer: Tax saving account with transfer
Money:
title: Money Range
type: object
properties:
Currency:
title: Currency - (From Options)
type: string
example: stringValue
Value:
title: Value
type: number
example: 10
additionalProperties: false
example:
Currency: '2'
Value: 100000
Models.RegulatoryInformation:
title: Regulatory information
type: object
properties:
FatcaDeclaration:
title: USA foreign account tax compliance act
allOf:
- $ref: '#/components/schemas/Models.FatcaDeclaration'
additionalProperties: false
example:
FatcaDeclaration:
UnitedStatesCitizen: true
UnitedStatesProducts: true
UnitedStatesTaxId: '23456'
UnitedStatesTaxLiable: true
Models.ElectronicVerificationResult:
title: Electronic verification result
enum:
- Failed
- Passed
- Referred
- Unknown
type: string
example: Unknown
x-enum-descriptions:
Unknown: The electronic verification result is unknown
Passed: The electronic verification result is passed
Referred: The electronic verification result is referred
Failed: The electronic verification result is failed
Models.EmploymentInformation:
title: Clients employment information
type: object
properties:
AdditionalEmploymentRelations:
title: Additional employment relation details.
allOf:
- $ref: '#/components/schemas/Models.AdditionalEmploymentRelations'
EmployerName:
title: Employer name
maxLength: 100
type: string
example: stringValue
FinancialSectorEmployee:
title: Does client work in financial sector.
type: boolean
example: false
NatureOfBusiness:
title: The nature of business.
type: string
example: stringValue
OccupationTypes:
title: Occupation types (from Options, can select multiple)
type: array
items:
type: string
example: stringValue
example:
- stringValue
Position:
title: Position
maxLength: 250
type: string
example: stringValue
additionalProperties: false
example:
AdditionalEmploymentRelations:
CompanyNameInsider: CompanyNameInsider
CompanyNameMajorityInterest: CompanyNameMajorityInterest
ManagedOrManagingAssets: false
EmployerName: EmpName
FinancialSectorEmployee: false
NatureOfBusiness: '1'
OccupationTypes:
- '1'
- '2'
Position: Position
OnboardingSubStateType:
title: Onboarding Sub State of user
enum:
- ManualHandling
type: string
example: ManualHandling
x-enum-descriptions:
ManualHandling: The onboarding request is being handled manually
Models.FatcaDeclaration:
title: USA Foreign Account Tax Compliance Act
type: object
properties:
UnitedStatesCitizen:
title: Is the client a citizen of USA
type: boolean
example: false
UnitedStatesProducts:
title: Do you want to trade products in USA
type: boolean
example: false
UnitedStatesTaxId:
title: USA tax ID
maxLength: 20
type: string
example: stringValue
UnitedStatesTaxLiable:
title: Tax liable in USA
type: boolean
example: false
additionalProperties: false
example:
UnitedStatesCitizen: true
UnitedStatesProducts: true
UnitedStatesTaxId: '23456'
UnitedStatesTaxLiable: true
SignUpResponse:
title: Sign up response
type: object
properties:
ClientId:
title: Created clients ID
type: string
example: stringValue
ClientKey:
title: Client Key
type: string
example: stringValue
SignUpId:
title: Sign up ID
type: string
example: stringValue
additionalProperties: false
example:
ClientId: '2147279170'
ClientKey: 7m4I|vtYLUnEGg77o9uQhw==
SignUpId: 446d5238-dc6b-4c04-9b0e-7c061f93734e
VerificationProvider:
title: Verification Provider
enum:
- MyInfo
- SecureMe
type: string
example: SecureMe
x-enum-descriptions:
SecureMe: SecureMe
MyInfo: MyInfo
SignupFlowDocumentType:
title: Document types accepted for signup
enum:
- AccountViewToIb
- EsaContract
- FeePaymentAuthorization
- GeneralBusinessTerms
- PensionTransferRequest
- PowerOfAttorney
- PowerOfAttorneyToIb
- ProofOfIdentity
- ProofOfResidency
- SourceOfFundsDocument
- TaxSavingAccount
- TaxSavingAccountWithTransfer
- TermsAndConditions
- TermsAndConditionsAldersopsparingPrivate
- TermsAndConditionsKapitalPensionPrivate
- TermsAndConditionsRatePensionPrivate
type: string
example: ProofOfIdentity
x-enum-descriptions:
ProofOfIdentity: Document to verify the identity of client
ProofOfResidency: Document to verify the residency of client
PowerOfAttorney: Legal document mentioning the details of the acts that can be done on behalf of the principal (client)
TermsAndConditions: Document explaining terms and conditions
GeneralBusinessTerms: Document explaining general business terms
SourceOfFundsDocument: Document detailing all the sources which client have for generating funds
PowerOfAttorneyToIb: Legal document mentioning the details of the acts that an IB can undertake on behalf of the principal (client)
AccountViewToIb: Document detailing Introducing-Broker/Client details, authorization from client and Broker commission details
FeePaymentAuthorization: Document detailing Fee Payment Authorization
EsaContract: Document detialing ESA Contract
TermsAndConditionsRatePensionPrivate: Document detailing Terms and Conditions Rate Pension Private
TermsAndConditionsAldersopsparingPrivate: Document detailing Terms and Conditions Aldersopsparing Private
TermsAndConditionsKapitalPensionPrivate: Document detailing Terms and Conditions Kapital Pension Private
PensionTransferRequest: Document detailing Pension Transfer Request
TaxSavingAccount: Document detailing Tax Saving Account
TaxSavingAccountWithTransfer: Tax saving account with transfer
ElectronicVerification:
title: Electronic Verification Information
type: object
properties:
Done:
title: When was the electronic verification done?
type: string
format: date-time
x-type-name: UtcDateTime
ExternalId:
title: External ID
type: string
example: stringValue
Result:
title: Result of electronic verification
allOf:
- $ref: '#/components/schemas/Models.ElectronicVerificationResult'
Score:
title: Score of electronic verification
type: string
example: stringValue
additionalProperties: false
example:
Done: '2018-04-05T00:00:00.0000000+00:00'
ExternalId: ExternalId
Result: Passed
Score: '50'
Models.ProfileInformation:
title: Clients profile information
type: object
properties:
AnnualIncomeInformation:
title: Clients annual income information
allOf:
- $ref: '#/components/schemas/Models.AnnualIncomeInformation'
InvestableAssets:
title: Clients investable assets
allOf:
- $ref: '#/components/schemas/Models.InvestableAssets'
InvestmentPurpose:
title: Clients investment purpose
allOf:
- $ref: '#/components/schemas/InvestmentPurpose'
TradingProfile:
title: Clients trading profile
allOf:
- $ref: '#/components/schemas/Models.TradingProfile'
additionalProperties: false
example:
AnnualIncomeInformation:
AnnualSalaryAfterTax: '1'
SecondaryIncomeOther: Other sources of secondary income
SecondarySourcesOfIncome:
- '2'
SecondarySourcesOfIncomeTotal: '8'
InvestableAssets:
IntendToInvest: '5'
PrimarySourcesOfWealth:
- '1'
- '3'
SourceOfWealthOther: OtherWealthSource
ValueOfCashAndSecurities: '8'
InvestmentPurpose:
PurposeAndScope: '2'
TradingProfile:
SoleBoOfAssets: true
ApplicationStatus:
title: Compleet application status
enum:
- Failed
- InProgress
- Ok
type: string
example: InProgress
x-enum-descriptions:
InProgress: The process of complete application is in progress.
Ok: Application has been completed successfully.
Failed: Failed to complete application. Please reach out to Saxo Bank for further details.
InitiateVerificationRequest:
title: Initiate verification request
required:
- RedirectUrl
type: object
properties:
RedirectUrl:
title: The url that the client wants to redirect back to after the process is over
type: string
example: stringValue
additionalProperties: false
example:
RedirectUrl: http://openapi.validate.com
Models.BankInformation:
title: Bank information
type: object
properties:
BeneficiaryBankName:
title: Beneficiary bank name
type: string
example: stringValue
ReceivingCountryIsoCode:
title: Receiving country ISO code (from options)
type: string
example: stringValue
additionalProperties: false
example:
BeneficiaryBankName: BankName
ReceivingCountryIsoCode: DK
SignupDocuments:
title: Documents needed for onboarding
type: object
properties:
Documents:
title: An array of base64 encoded files, documenting the identity, residency etc of the applicant.
type: array
items:
$ref: '#/components/schemas/Models.SignupDocument'
example:
- Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
DocumentType: ProofOfIdentity
FileName: ProofOfIdentity.pdf
RenewalDate: '2023-10-29T04:28:02.231997Z'
Title: ProofOfIdentity
additionalProperties: false
example:
Documents:
- Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
DocumentType: ProofOfIdentity
FileName: ProofOfIdentity.pdf
RenewalDate: '2025-10-29T04:28:02.224997Z'
Title: ProofOfIdentity
- Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
DocumentType: ProofOfResidency
FileName: ProofOfResidency.doc
RenewalDate: '2024-10-29T04:28:02.224997Z'
Title: ProofOfResidency
OnboardingInformation:
title: Onboarding Information
type: object
properties:
ElectronicVerification:
title: Electronic Verification Information
allOf:
- $ref: '#/components/schemas/ElectronicVerification'
additionalProperties: false
example:
ElectronicVerification:
Done: '2018-04-05T00:00:00Z'
ExternalId: ExternalId
Result: Passed
Score: '50'
AccountInformation:
title: Account information
type: object
properties:
AdditionalChoiceOfAccounts:
title: Additional choice of accounts
type: array
items:
type: string
example: stringValue
example:
- stringValue
ClientCategoryId:
title: Guides the configuration of the client. Only set this field, if one of more values has been provided to you by Saxo Bank.
type: string
example: stringValue
CurrencyCode:
title: Currency code (from Options)
type: string
example: stringValue
DefaultChoiceOfAccount:
title: Default choice of account (from Options - ChoiceOfAccountDefault)
type: string
example: stringValue
IntendedCommissionGroupId:
title: Intended commission group ID
type: string
example: stringValue
IntendedTemplateId:
title: Intended template ID
type: string
example: stringValue
ModelId:
title: Guides the configuration of the client. Only set this field, if one of more values has been provided to you by Saxo Bank.
type: string
example: stringValue
OtherInstructions:
title: Other instructions
type: string
example: stringValue
additionalProperties: false
example:
AdditionalChoiceOfAccounts:
- '5'
ClientCategoryId: '1'
CurrencyCode: USD
DefaultChoiceOfAccount: '38'
IntendedCommissionGroupId: '1234'
IntendedTemplateId: '567'
OtherInstructions: Instruction1
ItalianData.ItalyData:
title: Client information for Italy onboarding
type: object
properties:
EmploymentInformation:
title: Employment information for Italy onboarding
allOf:
- $ref: '#/components/schemas/ItalianData.EmploymentInformation'
MailContactPreference:
title: Do you want to be contacted through mail?
type: boolean
example: false
ProfileInformation:
title: Profile information for Italy onboarding
allOf:
- $ref: '#/components/schemas/ItalianData.ProfileInformation'
additionalProperties: false
example:
EmploymentInformation:
CountryConcernedCode: IT
DetailedBusinessActivity: '005'
EmploymentName: Employer
OtherEmployment: Other employer description
PrevalentCorporateObject: Corporate object
ProvinceConcerned: Livorno
StatusOfEmployment: '125'
MailContactPreference: true
ProfileInformation:
AnnualIncomeInformation:
AnnualIncomeSource:
- '2'
TotalAnnualIncome: '1'
InvestableAssets:
IntendToInvest: '2'
NatureAndPurposeOfTheRelationship: '1'
SourceOfWealth:
- '3'
ValueOfTotalWealth: '4'
CompleteApplication.AccountDetails:
title: Account details of client
type: object
properties:
AccountType:
title: Type of account
type: string
example: stringValue
CurrencyIsoCode:
title: Currency ISO code of account
type: string
example: stringValue
Iban:
title: Iban of account
type: string
example: stringValue
additionalProperties: false
example:
AccountType: Normal
CurrencyIsoCode: USD
Iban: DK43754335838392
Models.AdditionalEmploymentRelations:
title: Type for Additional employment relations
type: object
properties:
CompanyNameInsider:
title: Company name Insider
maxLength: 250
type: string
example: stringValue
CompanyNameMajorityInterest:
title: Company name majority Interest
maxLength: 250
type: string
example: stringValue
ManagedOrManagingAssets:
title: Managed or managing Assets
type: boolean
example: false
additionalProperties: false
example:
CompanyNameInsider: CompanyNameInsider
CompanyNameMajorityInterest: CompanyNameMajorityInterest
ManagedOrManagingAssets: false
SecureMeUploadOption:
title: SecureMe upload option
enum:
- Camera
- File
type: string
example: Camera
x-enum-descriptions:
Camera: Camera
File: File
Models.FinlandData:
title: Client information for Finland onboarding
type: object
properties:
EuroclearJudicialForm:
title: Judicial form for Euroclear
type: string
example: stringValue
EuroclearSectorCode:
title: Sector code for Euroclear
type: string
example: stringValue
additionalProperties: false
example:
EuroclearJudicialForm: '21'
EuroclearSectorCode: '10010'
ItalianData.InvestableAssets:
title: Investable assets for Italy
type: object
properties:
IntendToInvest:
title: Intend to invest - (from options)
type: string
example: stringValue
NatureAndPurposeOfTheRelationship:
title: Nature and purpose of relationship - (from options)
type: string
example: stringValue
SourceOfWealth:
title: Sources of wealth - (from options, can select multiple)
type: array
items:
type: string
example: stringValue
example:
- stringValue
ValueOfTotalWealth:
title: Value of total wealth - (from options)
type: string
example: stringValue
additionalProperties: false
example:
IntendToInvest: '2'
NatureAndPurposeOfTheRelationship: '1'
SourceOfWealth:
- '3'
ValueOfTotalWealth: '4'
SecureMeUploadOptions:
title: SecureMe upload options
type: object
properties:
Back:
title: Back side document option
allOf:
- $ref: '#/components/schemas/SecureMeUploadOption'
Front:
title: Front side document option
allOf:
- $ref: '#/components/schemas/SecureMeUploadOption'
Selfie:
title: Selfie option
allOf:
- $ref: '#/components/schemas/SecureMeUploadOption'
additionalProperties: false
example:
Back: Camera
Front: File
Selfie: File
Models.TradingProfile:
title: Client trading profile
type: object
properties:
SoleBoOfAssets:
title: Sole beneficial owner of the deposited assets
type: boolean
example: false
additionalProperties: false
example:
SoleBoOfAssets: true
PersonalTradingProfile:
title: Client's trading profile
type: object
properties:
KnowledgeOfFinancialInstruments:
title: Knowledge of financial instruments
type: string
example: stringValue
ProductTradingExperience:
title: Product trading experience
type: array
items:
type: string
example: stringValue
example:
- stringValue
TradesPerMonth:
title: Trades per month
type: string
example: stringValue
additionalProperties: false
example:
KnowledgeOfFinancialInstruments: '2'
ProductTradingExperience:
- '3'
- '4'
- '5'
TradesPerMonth: '3'
Models.TaxableCountry:
title: Taxable countries
type: object
properties:
CountryCode:
title: Country code (from Options)
type: string
example: stringValue
TaxId:
title: Tax Id, if TIN is available
type: string
example: stringValue
TinMissingReason:
title: Reason for not having TIN (from Options)
type: string
example: stringValue
TinNotAvailable:
title: Is TIN not available?
type: boolean
example: false
TinOtherMissingReason:
title: Any other reason for not having TIN
type: string
example: stringValue
additionalProperties: false
example:
CountryCode: DK
TaxId: '12334567'
TinNotAvailable: false
CompleteApplicationResponse:
type: object
properties:
AccountDetails:
title: List of accounts if application status is 'Ok'
type: array
items:
$ref: '#/components/schemas/CompleteApplication.AccountDetails'
example:
- AccountType: Normal
CurrencyIsoCode: USD
Iban: DK43754335838392
ApplicationStatus:
title: Complete application status
allOf:
- $ref: '#/components/schemas/ApplicationStatus'
ErrorMessage:
title: Error message if application status is 'Failed'
type: string
example: stringValue
additionalProperties: false
example:
AccountDetails:
- AccountType: Normal
CurrencyIsoCode: USD
Iban: DK43754335838392
ApplicationStatus: Ok
SignUpRequest:
title: SignupRequest
required:
- PersonalInformation
- RegulatoryInformation
type: object
properties:
AccountInformation:
title: Account information
allOf:
- $ref: '#/components/schemas/AccountInformation'
BankInformation:
title: Bank information
allOf:
- $ref: '#/components/schemas/Models.BankInformation'
FinlandData:
title: Client information for Finland onboarding
allOf:
- $ref: '#/components/schemas/Models.FinlandData'
GlobalFinancialInformation:
title: Global financial information
allOf:
- $ref: '#/components/schemas/Models.GlobalFinancialInformation'
ItalyData:
title: Client information for Italy onboarding
allOf:
- $ref: '#/components/schemas/ItalianData.ItalyData'
OnboardingInformation:
title: Onboarding information
allOf:
- $ref: '#/components/schemas/OnboardingInformation'
PensionData:
title: Client information about pension
allOf:
- $ref: '#/components/schemas/Models.PensionData'
PersonalInformation:
title: Client personal information
allOf:
- $ref: '#/components/schemas/Models.PersonalInformation'
ProfileInformation:
title: Client profile information
allOf:
- $ref: '#/components/schemas/Models.ProfileInformation'
RegulatoryInformation:
title: Client regulatory information
allOf:
- $ref: '#/components/schemas/Models.RegulatoryInformation'
SingaporeData:
title: Client information for Singapore onboarding
allOf:
- $ref: '#/components/schemas/Models.SingaporeData'
SwitzerlandData:
title: Client information for Switzerland onboarding
allOf:
- $ref: '#/components/schemas/Models.SwitzerlandData'
additionalProperties: false
example:
AccountInformation:
AdditionalChoiceOfAccounts:
- '5'
ClientCategoryId: '1'
CurrencyCode: USD
DefaultChoiceOfAccount: '38'
IntendedCommissionGroupId: '1234'
IntendedTemplateId: '567'
OtherInstructions: Instruction1
BankInformation:
BeneficiaryBankName: BankName
ReceivingCountryIsoCode: DK
FinlandData:
EuroclearJudicialForm: '21'
EuroclearSectorCode: '10010'
GlobalFinancialInformation:
AnnualIncomeAfterTax:
Amount: 100020
AmountDescription: Exact
CurrencyCode: DKK
IntendToInvest:
Amount: 1000000
AmountDescription: AboveThisAmount
CurrencyCode: DKK
InvestableAsset:
Amount: 1000000
AmountDescription: Rounded
CurrencyCode: DKK
ItalyData:
EmploymentInformation:
CountryConcernedCode: IT
DetailedBusinessActivity: '005'
EmploymentName: Employer
OtherEmployment: Other employer description
PrevalentCorporateObject: Corporate object
ProvinceConcerned: Livorno
StatusOfEmployment: '125'
MailContactPreference: true
ProfileInformation:
AnnualIncomeInformation:
AnnualIncomeSource:
- '2'
TotalAnnualIncome: '1'
InvestableAssets:
IntendToInvest: '2'
NatureAndPurposeOfTheRelationship: '1'
SourceOfWealth:
- '3'
ValueOfTotalWealth: '4'
OnboardingInformation:
ElectronicVerification:
Done: '2018-04-05T00:00:00Z'
ExternalId: ExternalId
Result: Passed
Score: '50'
PensionData:
AdditionalPensionData: Additional pension data
EmployerReference: 4582HGF39
PensionProductTypes:
- EmployerPaidAlderssum
PersonalInformation:
AdditionalTaxableCountries:
- CountryCode: DK
TaxId: '12334567'
TinNotAvailable: false
- CountryCode: CN
TinMissingReason: '100000001'
TinNotAvailable: true
TinOtherMissingReason: It is under progress
AdditionalTaxCountryCode: DK
CityOfBirth: NewYork
ConsentSource: 1
ContactInformation:
EmailAddress: abc@test.com
PrimaryPhoneNumber:
CountryCode: US
Number: '1234567890'
SecondaryPhoneNumber:
CountryCode: IN
Number: '2134567890'
CorrespondenceAddress:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
CountryOfBirth: US
DateOfBirth: '1980-01-01'
Debt:
Currency: '2'
Value: 100000
DeclaredBankrupt: false
EmploymentInformation:
AdditionalEmploymentRelations:
CompanyNameInsider: CompanyNameInsider
CompanyNameMajorityInterest: CompanyNameMajorityInterest
ManagedOrManagingAssets: false
EmployerName: EmpName
FinancialSectorEmployee: false
NatureOfBusiness: '1'
OccupationTypes:
- '1'
- '2'
Position: Position
FirstName: John
Gender: '2'
LastName: Doe
LiquidNetWorth:
Currency: '2'
Value: 100000
MarketingConsent: true
NationalId: NationalId
NationalityCode: US
NonDisclosureClient: false
OriginalScriptFirstName: 比
OriginalScriptLastName: 伊
PersonalId: '986283618'
PersonalIdExpirationDate: '2019-04-05'
PersonalIdPlaceOfRelease: Milan
PersonalIdReleaseDate: '2016-12-08'
PersonalIdReleasedBy: John doe
PersonalIdType: '1'
PersonalTradingProfile:
KnowledgeOfFinancialInstruments: '2'
ProductTradingExperience:
- '3'
- '4'
- '5'
TradesPerMonth: '3'
PoliticallyExposedPerson: false
ResidentialAddress:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
SalaryBeforeTax:
Currency: '2'
Value: 100000
ServiceLanguageCode: EN
TaxId: '288392738'
TinNotAvailable: false
ProfileInformation:
AnnualIncomeInformation:
AnnualSalaryAfterTax: '1'
SecondaryIncomeOther: Other sources of secondary income
SecondarySourcesOfIncome:
- '2'
SecondarySourcesOfIncomeTotal: '8'
InvestableAssets:
IntendToInvest: '5'
PrimarySourcesOfWealth:
- '1'
- '3'
SourceOfWealthOther: OtherWealthSource
ValueOfCashAndSecurities: '8'
InvestmentPurpose:
PurposeAndScope: '2'
TradingProfile:
SoleBoOfAssets: true
RegulatoryInformation:
FatcaDeclaration:
UnitedStatesCitizen: true
UnitedStatesProducts: true
UnitedStatesTaxId: '23456'
UnitedStatesTaxLiable: true
SingaporeData:
AnnualIncomeSgd: '3'
BrokersDeclinedBy: BrokersName
ClassificationRequired: true
DiplomaOrHigherQualification: '2'
EducationalQualificationSatisfied: true
ELearningAbsSasCfds: '3'
ELearningAbsSasFx: '2'
ELearningPassed: '4'
ELearningSgx: false
ELearningSgxScore: '20'
FinanceWorkExperience: '5'
InvestorProfile: '2'
ListedSips: true
NetWorthSgd: '5'
PermanentResident: true
ProfessionalFinanceQualification: '5'
SgxStocks: '2'
UnlistedSipsCfds: false
UnlistedSipsFx: false
SwitzerlandData:
AnnualIncomeChf: '4'
NetWorthChf: '2'
SignUpStatusResponse:
title: Signup onboarding status response
type: object
properties:
ClientId:
title: Client ID
type: string
example: stringValue
ClientKey:
title: Client key
type: string
example: stringValue
Message:
title: Onboarding Status message
type: string
example: stringValue
OnboardingState:
title: Onboarding State of client
allOf:
- $ref: '#/components/schemas/OnboardingStateType'
OnboardingSubState:
title: Onboarding Sub State of client
allOf:
- $ref: '#/components/schemas/OnboardingSubStateType'
PendingReasons:
title: Pending reasons of why the client hasn't been onboarded yet
type: array
items:
$ref: '#/components/schemas/OnboardingStatePendingReason'
example:
- PendingField: Proof of identity
Reasons:
- Expired
- Missing Date of Birth
additionalProperties: false
example:
ClientId: '7856478'
ClientKey: d2-PzdC5wIPy1284wD-rRA==
Message: Onboarding request complete. Account and client keys have been created
OnboardingState: ClientOnboarded
Models.SignupDocument:
title: Sign up document
required:
- FileName
- Data
type: object
properties:
Data:
title: Content or data of document in base64 format.
type: string
example: stringValue
DocumentType:
title: Type of document
allOf:
- $ref: '#/components/schemas/Models.SignupFlowDocumentType'
FileName:
title: Name of document
type: string
example: stringValue
RenewalDate:
title: Expiration date of document
type: string
format: date-time
x-type-name: UtcDateTime
Title:
title: Title of the document
type: string
example: stringValue
additionalProperties: false
example:
Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4
DocumentType: ProofOfIdentity
FileName: ProofOfIdentity.pdf
RenewalDate: '2023-10-29T04:28:02.2299970+00:00'
Title: ProofOfIdentity
InitiateVerification.InitiateVerificationResponse:
title: Initaite verification response
type: object
properties:
IdentificationUrl:
title: The url that will redirect the client to the vendors site for verification
type: string
example: stringValue
additionalProperties: false
example:
IdentificationUrl: https://secure-me.au10tixservicesstaging.com?token=oBVmsTzsSMGvYES0y9jj&api=aHR0cHM6Ly93ZXUtYXBpLmF1MTB0aXhzZXJ2aWNlc3N0YWdpbmcuY29tL3NlY3VyZS1tZS92MQ%3D%3D&locale=en-us
OnboardingStatePendingReason:
type: object
properties:
PendingField:
title: Field where pending action is required
type: string
example: stringValue
Reasons:
title: Pending reasons - action required by user
type: array
items:
type: string
example: stringValue
example:
- stringValue
additionalProperties: false
example:
PendingField: Proof of identity
Reasons:
- Expired
- Missing Date of Birth
Models.SignUpOption:
title: Possible sign up options
type: object
properties:
PropertyName:
title: Property name
type: string
example: stringValue
ValuePairs:
title: Key and value pairs of the property values
type: array
items:
$ref: '#/components/schemas/StringStringKeyValuePair'
example:
- Key: stringValue
Value: stringValue
additionalProperties: false
example:
PropertyName: stringValue
ValuePairs:
- Key: stringValue
Value: stringValue
InitiateVerification.InitiateVerificationRequest:
title: Initiate verification request
required:
- VerificationProviderType
type: object
properties:
MyInfoRequest:
title: MyInfo Request
allOf:
- $ref: '#/components/schemas/MyInfoRequest'
SecureMeRequest:
title: Secure Me Request
allOf:
- $ref: '#/components/schemas/SecureMeRequest'
VerificationProviderType:
title: Type of verification provider requested
allOf:
- $ref: '#/components/schemas/VerificationProvider'
additionalProperties: false
example:
SecureMeRequest:
CountryCode: UK
ErrorRedirectUrl: https://openapi.validate.com
ServiceLanguageCode: FR
SuccessRedirectUrl: https://openapi.validate.com
UploadOptions:
Back: File
Front: File
Selfie: Camera
VerificationProviderType: SecureMe
Models.PoliticallyExposedInformation:
title: Politically exposed person information
type: object
properties:
PepPosition:
title: PEP Position
type: string
example: stringValue
PepRelatedPersonName:
title: Name of PEP Related Person
type: string
example: stringValue
PepRelatedPersonPosition:
title: Position of PEP Related Person
type: string
example: stringValue
PepType:
title: Type of PEP (from Options)
type: string
example: stringValue
RelationToPep:
title: Relation to PEP (from Options)
type: string
example: stringValue
additionalProperties: false
example:
PepPosition: stringValue
PepRelatedPersonName: stringValue
PepRelatedPersonPosition: stringValue
PepType: stringValue
RelationToPep: stringValue
Models.AmountDescriptionType:
title: Enum for AmountDescriptionType
enum:
- AboveThisAmount
- Exact
- Rounded
type: string
example: Exact
x-enum-descriptions:
Exact: Exact value provided.
Rounded: Nearby value provided.
AboveThisAmount: Value is above this amount.
Models.InvestableAssets:
title: Clients investable assets
type: object
properties:
IntendToInvest:
title: Intend to invest (from Options)
type: string
example: stringValue
PrimarySourcesOfWealth:
title: Primary sources of wealth (from Options, can select multiple)
type: array
items:
type: string
example: stringValue
example:
- stringValue
SourceOfWealthOther:
title: Other sources of wealth
type: string
example: stringValue
ValueOfCashAndSecurities:
title: Value of cash and securities (from Options)
type: string
example: stringValue
additionalProperties: false
example:
IntendToInvest: '5'
PrimarySourcesOfWealth:
- '1'
- '3'
SourceOfWealthOther: OtherWealthSource
ValueOfCashAndSecurities: '8'
Models.AnnualIncomeInformation:
title: Client annual income information
type: object
properties:
AnnualSalaryAfterTax:
title: Annual salary after tax (from Options)
type: string
example: stringValue
SecondaryIncomeOther:
title: Other sources of secondary income
type: string
example: stringValue
SecondarySourcesOfIncome:
title: Secondary sources of income (from Options, can select multiple)
type: array
items:
type: string
example: stringValue
example:
- stringValue
SecondarySourcesOfIncomeTotal:
title: Secondary sources of income total (from Options)
type: string
example: stringValue
additionalProperties: false
example:
AnnualSalaryAfterTax: '1'
SecondaryIncomeOther: Other sources of secondary income
SecondarySourcesOfIncome:
- '2'
SecondarySourcesOfIncomeTotal: '8'
Models.AssetDetails:
title: Asset Details class
required:
- CurrencyCode
- Amount
- AmountDescription
type: object
properties:
Amount:
title: Amount value
type: integer
format: int32
example: 99
AmountDescription:
title: Amount description
allOf:
- $ref: '#/components/schemas/Models.AmountDescriptionType'
CurrencyCode:
title: Currency code (from Options)
type: string
example: stringValue
additionalProperties: false
example:
Amount: 100020
AmountDescription: Exact
CurrencyCode: DKK
Models.PersonalInformation:
title: Clients personal information
required:
- ContactInformation
- FirstName
- LastName
- ResidentialAddress
- ServiceLanguageCode
type: object
properties:
AdditionalTaxCountryCode:
title: Additional Tax Country Code (from Options) - Obsolete
type: string
example: stringValue
deprecated: true
AdditionalTaxableCountries:
title: Additional taxable countries
type: array
items:
$ref: '#/components/schemas/Models.TaxableCountry'
example:
- CountryCode: DK
TaxId: '12334567'
TinNotAvailable: false
- CountryCode: CN
TinMissingReason: '100000001'
TinNotAvailable: true
TinOtherMissingReason: It is under progress
CityOfBirth:
title: City of birth
maxLength: 128
type: string
example: stringValue
ConsentSource:
title: Source of content
type: integer
format: int32
example: 99
ContactInformation:
title: Contact information
allOf:
- $ref: '#/components/schemas/Models.ContactInformation'
CorrespondenceAddress:
title: Correspondence address
allOf:
- $ref: '#/components/schemas/Models.OnboardingAddress'
CountryOfBirth:
title: Country of birth (from Options)
type: string
example: stringValue
DateOfBirth:
title: Date of birth
type: string
format: date
x-type-name: Date
Debt:
title: Range of debt
allOf:
- $ref: '#/components/schemas/Money'
DeclaredBankrupt:
title: Represents if client has been declared bankrupt in the past
type: boolean
example: false
EmploymentInformation:
title: Employment information
allOf:
- $ref: '#/components/schemas/Models.EmploymentInformation'
FirstName:
title: First name
maxLength: 128
type: string
example: stringValue
Gender:
title: Gender (from Options)
type: string
example: stringValue
LastName:
title: Last name
maxLength: 128
type: string
example: stringValue
LiquidNetWorth:
title: Range of liquid net worth
allOf:
- $ref: '#/components/schemas/Money'
MarketingConsent:
title: Do we have your marketing consent?
type: boolean
example: false
NationalId:
title: National ID (from Options)
type: string
example: stringValue
NationalityCode:
title: Nationality Code (from Options)
type: string
example: stringValue
NonDisclosureClient:
title: Decides whether clients address can be shared with third party systems
type: boolean
example: false
OriginalScriptFirstName:
title: First name in original script
type: string
example: stringValue
OriginalScriptLastName:
title: Last name in original script
type: string
example: stringValue
PersonalId:
title: Personal ID
type: string
example: stringValue
PersonalIdExpirationDate:
title: Expiration date of personal ID
type: string
format: date
x-type-name: Date
PersonalIdPlaceOfRelease:
title: Place of release of personal ID
type: string
example: stringValue
PersonalIdReleaseDate:
title: Release date of personal ID
type: string
format: date
x-type-name: Date
PersonalIdReleasedBy:
title: Personal ID released by
type: string
example: stringValue
PersonalIdType:
title: Personal ID Type (from Options)
type: string
example: stringValue
PersonalTradingProfile:
title: Client's trading profile
allOf:
- $ref: '#/components/schemas/PersonalTradingProfile'
PoliticallyExposedInformation:
title: Politically exposed person information
allOf:
- $ref: '#/components/schemas/Models.PoliticallyExposedInformation'
PoliticallyExposedPerson:
title: Are you a politically exposed person?
type: boolean
example: false
ResidentialAddress:
title: Residential address
allOf:
- $ref: '#/components/schemas/Models.OnboardingAddress'
SalaryBeforeTax:
title: Range of salary before tax
allOf:
- $ref: '#/components/schemas/Money'
ServiceLanguageCode:
title: Service language ISO code (from Options)
type: string
example: stringValue
TaxId:
title: Tax ID
type: string
example: stringValue
TinMissingReason:
title: Reason for not having TIN (from Options)
type: string
example: stringValue
TinNotAvailable:
title: Is TIN not available?
type: boolean
example: false
TinOtherMissingReason:
title: Any other reason for not having TIN
type: string
example: stringValue
additionalProperties: false
example:
AdditionalTaxableCountries:
- CountryCode: DK
TaxId: '12334567'
TinNotAvailable: false
- CountryCode: CN
TinMissingReason: '100000001'
TinNotAvailable: true
TinOtherMissingReason: It is under progress
AdditionalTaxCountryCode: DK
CityOfBirth: NewYork
ConsentSource: 1
ContactInformation:
EmailAddress: abc@test.com
PrimaryPhoneNumber:
CountryCode: US
Number: '1234567890'
SecondaryPhoneNumber:
CountryCode: IN
Number: '2134567890'
CorrespondenceAddress:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
CountryOfBirth: US
DateOfBirth: '1980-01-01'
Debt:
Currency: '2'
Value: 100000
DeclaredBankrupt: false
EmploymentInformation:
AdditionalEmploymentRelations:
CompanyNameInsider: CompanyNameInsider
CompanyNameMajorityInterest: CompanyNameMajorityInterest
ManagedOrManagingAssets: false
EmployerName: EmpName
FinancialSectorEmployee: false
NatureOfBusiness: '1'
OccupationTypes:
- '1'
- '2'
Position: Position
FirstName: John
Gender: '2'
LastName: Doe
LiquidNetWorth:
Currency: '2'
Value: 100000
MarketingConsent: true
NationalId: NationalId
NationalityCode: US
NonDisclosureClient: false
OriginalScriptFirstName: 比
OriginalScriptLastName: 伊
PersonalId: '986283618'
PersonalIdExpirationDate: '2019-04-05'
PersonalIdPlaceOfRelease: Milan
PersonalIdReleaseDate: '2016-12-08'
PersonalIdReleasedBy: John doe
PersonalIdType: '1'
PersonalTradingProfile:
KnowledgeOfFinancialInstruments: '2'
ProductTradingExperience:
- '3'
- '4'
- '5'
TradesPerMonth: '3'
PoliticallyExposedPerson: false
ResidentialAddress:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
SalaryBeforeTax:
Currency: '2'
Value: 100000
ServiceLanguageCode: EN
TaxId: '288392738'
TinNotAvailable: false
Models.OnboardingAddress:
title: Client address
required:
- City
- CountryOfResidenceCode
- PostalCode
- StreetName
type: object
properties:
BuildingName:
title: Building name
maxLength: 128
type: string
example: stringValue
BuildingNumber:
title: Building number
maxLength: 128
type: string
example: stringValue
City:
title: City
maxLength: 128
type: string
example: stringValue
CountryOfResidenceCode:
title: Country of residence ISO code (from Options)
type: string
example: stringValue
PostalCode:
title: Postal code
maxLength: 128
type: string
example: stringValue
State:
title: State
maxLength: 50
type: string
example: stringValue
StreetName:
title: Street name
maxLength: 128
type: string
example: stringValue
additionalProperties: false
example:
BuildingName: Building Penhurst Park
BuildingNumber: Build# 34
City: Buffalo
CountryOfResidenceCode: US
PostalCode: '14202'
State: New York
StreetName: Niagara Square
StringStringKeyValuePair:
type: object
properties:
Key:
type: string
example: stringValue
Value:
type: string
example: stringValue
additionalProperties: false
example:
Key: stringValue
Value: stringValue
SecureMeRequest:
title: Secure Me Request
type: object
properties:
CountryCode:
title: Country ISO code (from Options)
type: string
example: stringValue
ErrorRedirectUrl:
title: Error redirect url
type: string
example: stringValue
ServiceLanguageCode:
title: Service language ISO code (from Options)
type: string
example: stringValue
SuccessRedirectUrl:
title: Success redirect url
type: string
example: stringValue
UploadOptions:
title: SecureMe upload options
allOf:
- $ref: '#/components/schemas/SecureMeUploadOptions'
additionalProperties: false
example:
CountryCode: stringValue
ErrorRedirectUrl: stringValue
ServiceLanguageCode: stringValue
SuccessRedirectUrl: stringValue
UploadOptions:
Back: File
Front: Camera
Selfie: Camera
ItalianData.AnnualIncomeInformation:
title: Annual income information for Italy
type: object
properties:
AnnualIncomeSource:
title: Annual income source - (from options, can select multiple)
type: array
items:
type: string
example: stringValue
example:
- stringValue
TotalAnnualIncome:
title: Total annual income - (from options)
type: string
example: stringValue
additionalProperties: false
example:
AnnualIncomeSource:
- '2'
TotalAnnualIncome: '1'
Models.Api.v1.PhoneNumber:
title: Phone number consisting of optional country code and number.
type: object
properties:
CountryCode:
title: The country ISO code (alpha-2) where the phone number is registered. If not specified the country of residence of the associated contact will be used (from Options).
type: string
example: stringValue
Number:
title: The actual phone number without formatting. Only numeric characters are allowed.
type: string
example: stringValue
additionalProperties: false
example:
CountryCode: US
Number: '1234567890'
ModelStateDictionary:
type: object
additionalProperties:
type: array
items:
type: string
SignUpOptionListResult:
type: object
properties:
Data:
type: array
items:
$ref: '#/components/schemas/SignUpOption'
description: The collection of entities for this feed.
MaxRows:
type: number
description: The maximum number of rows that can be returned (if applicable).
__count:
type: number
description: The total count of items in the feed.
__next:
type: string
description: The link for the next page of items in the feed.
additionalProperties: false
example:
Data:
- PropertyName: ServiceLanguageCode
ValuePairs:
- Key: Arabic
Value: AR
- Key: Bulgarian
Value: BU
- Key: Chinese
Value: CH
- Key: Chinese Traditional
Value: CHT
- Key: Danish
Value: DA
- Key: English
Value: EN
- Key: Farsi
Value: FA
- Key: German
Value: DE
- PropertyName: CountryOfResidenceCode
ValuePairs:
- Key: Afghanistan
Value: AF
- Key: Åland Islands
Value: AX
- Key: China
Value: CN
- Key: Christmas Island
Value: CX
- Key: Denmark
Value: DK
- Key: United Kingdom
Value: GB
- Key: Iraq
Value: IQ
- Key: Germany
Value: DE
InvestmentPurpose:
title: Client Investment Purpose
type: object
properties:
PurposeAndScope:
title: Purpose and scope (from Options)
type: string
example: stringValue
additionalProperties: false
example:
PurposeAndScope: '2'
MyInfoRequest:
title: MyInfo Request
type: object
properties:
RedirectUrl:
title: Redirect url to which the user will be redirected after verification is done
type: string
example: stringValue
additionalProperties: false
example:
RedirectUrl: stringValue
Models.ContactInformation:
title: Contact information
required:
- EmailAddress
type: object
properties:
EmailAddress:
title: Email address
maxLength: 100
type: string
example: stringValue
PrimaryPhoneNumber:
title: Primary phone number
allOf:
- $ref: '#/components/schemas/Models.Api.v1.PhoneNumber'
SecondaryPhoneNumber:
title: Secondary phone number
allOf:
- $ref: '#/components/schemas/Models.Api.v1.PhoneNumber'
additionalProperties: false
example:
EmailAddress: abc@test.com
PrimaryPhoneNumber:
CountryCode: US
Number: '1234567890'
SecondaryPhoneNumber:
CountryCode: IN
Number: '2134567890'
ItalianData.EmploymentInformation:
title: Employment information for Italy
type: object
properties:
CountryConcernedCode:
title: Concerned country code
type: string
example: stringValue
DetailedBusinessActivity:
title: Business activityin detail
type: string
example: stringValue
EmploymentName:
title: Name of the employment
type: string
example: stringValue
OtherEmployment:
title: Name of the other employment
type: string
example: stringValue
PrevalentCorporateObject:
title: Prevalent corporate object
type: string
example: stringValue
ProvinceConcerned:
title: Concerned province
type: string
example: stringValue
StatusOfEmployment:
title: Status of employment
type: string
example: stringValue
additionalProperties: false
example:
CountryConcernedCode: IT
DetailedBusinessActivity: '005'
EmploymentName: Employer
OtherEmployment: Other employer description
PrevalentCorporateObject: Corporate object
ProvinceConcerned: Livorno
StatusOfEmployment: '125'
Models.PensionProductType:
title: Pension product type
enum:
- EmployerPaidAlderssum
- EmployerPaidKapitalPension
- EmployerPaidRatePension
- PrivatelyPaidAlderssum
- PrivatelyPaidKapitalPension
- PrivatelyPaidRatePension
type: string
example: EmployerPaidRatePension
x-enum-descriptions:
EmployerPaidRatePension: EmployerPaidRatePension
EmployerPaidAlderssum: EmployerPaidAlderssum
EmployerPaidKapitalPension: EmployerPaidKapitalPension
PrivatelyPaidRatePension: PrivatelyPaidRatePension
PrivatelyPaidAlderssum: PrivatelyPaidAlderssum
PrivatelyPaidKapitalPension: PrivatelyPaidKapitalPension
InitiateVerificationResponse:
title: Initaite verification response
type: object
properties:
IdentificationUrl:
title: The url that will redirect the client to the vendors site for verification
type: string
example: stringValue
additionalProperties: false
example:
IdentificationUrl: https://test.signicat.com/target=http%3A%2F%2Fopenapi.validate.com%2Fopenapi%2Fv1%2Fverify%2F3c3685cf-85e3-4c11-8as7-c4f2dcc78hea
SignUpOption:
title: Possible sign up options
type: object
properties:
PropertyName:
title: Property name
type: string
example: stringValue
ValuePairs:
title: Key and value pairs
type: array
items:
$ref: '#/components/schemas/StringStringKeyValuePair'
example:
- Key: stringValue
Value: stringValue
additionalProperties: false
example:
PropertyName: ServiceLanguageCode
ValuePairs:
- Key: Arabic
Value: AR
- Key: Bulgarian
Value: BU
- Key: Chinese
Value: CH
- Key: Chinese Traditional
Value: CHT
- Key: Danish
Value: DA
- Key: English
Value: EN
- Key: Farsi
Value: FA
- Key: German
Value: DE
Models.SignUpOptionListResult:
type: object
properties:
Data:
type: array
items:
$ref: '#/components/schemas/Models.SignUpOption'
description: The collection of entities for this feed.
MaxRows:
type: number
description: The maximum number of rows that can be returned (if applicable).
__count:
type: number
description: The total count of items in the feed.
__next:
type: string
description: The link for the next page of items in the feed.
additionalProperties: false
example:
Data:
- PropertyName: ServiceLanguageCode
ValuePairs:
- Key: AR
Value: Arabic
- Key: BU
Value: Bulgarian
- Key: CH
Value: Chinese
- Key: CHT
Value: Chinese Traditional
- Key: DA
Value: Danish
- Key: EN
Value: English
- Key: FA
Value: Farsi
- Key: DE
Value: German
- PropertyName: CountryOfResidenceCode
ValuePairs:
- Key: AF
Value: Afghanistan
- Key: AX
Value: Åland Islands
- Key: CN
Value: China
- Key: CX
Value: Christmas Island
- Key: DK
Value: Denmark
- Key: GB
Value: United Kingdom
- Key: IQ
Value: Iraq
- Key: DE
Value: Germany
Models.GlobalFinancialInformation:
title: Global financial information
type: object
properties:
AnnualIncomeAfterTax:
title: Annual income after tax
allOf:
- $ref: '#/components/schemas/Models.AssetDetails'
IntendToInvest:
title: Intend to invest
allOf:
- $ref: '#/components/schemas/Models.AssetDetails'
InvestableAsset:
title: Investable asset
allOf:
- $ref: '#/components/schemas/Models.AssetDetails'
additionalProperties: false
example:
AnnualIncomeAfterTax:
Amount: 100020
AmountDescription: Exact
CurrencyCode: DKK
IntendToInvest:
Amount: 1000000
AmountDescription: AboveThisAmount
CurrencyCode: DKK
InvestableAsset:
Amount: 1000000
AmountDescription: Rounded
CurrencyCode: DKK
ItalianData.ProfileInformation:
title: Profile information for Italy
type: object
properties:
AnnualIncomeInformation:
title: Annual income information for Italy
allOf:
- $ref: '#/components/schemas/ItalianData.AnnualIncomeInformation'
InvestableAssets:
title: Investable assets for Italy
allOf:
- $ref: '#/components/schemas/ItalianData.InvestableAssets'
additionalProperties: false
example:
AnnualIncomeInformation:
AnnualIncomeSource:
- '2'
TotalAnnualIncome: '1'
InvestableAssets:
IntendToInvest: '2'
NatureAndPurposeOfTheRelationship: '1'
SourceOfWealth:
- '3'
ValueOfTotalWealth: '4'
OnboardingDocumentType:
enum:
- Switzerland501
- Switzerland901
type: string
example: Switzerland501
x-enum-descriptions:
Switzerland501: Account request document
Switzerland901: Account opening confirmation document
responses:
ServiceUnavailable:
description: Service Unavailable.
Unauthorized:
description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token.
TooManyRequests:
description: The request was rejected due to rate limit being exceeded.
securitySchemes:
OpenApiJWTSecurityScheme:
type: http
scheme: bearer
bearerFormat: JWT
OpenApiOAuthSecurityScheme:
type: oauth2
flows:
authorizationCode:
authorizationUrl: https://sim.logonvalidation.net/authorize
tokenUrl: https://sim.logonvalidation.net/token
scopes: {}