Modify Without Document
Once the application is created then certain data can be modified such as email, phone number, etc can be modified with any supporting document for further validation and operations can be performed.
KYC data: Contains personal and financial information such as gender, marital status, nominee relationship, PAN number, Aadhaar number, residential status, occupation details, annual income, and contact details.
Identity proof: Contains details about the identity proof provided by the customer, such as type of proof, name, father's name, PAN number, date of birth, and file URL.
API Endpoint - Modify without Document
Preproduction- https://backops-investor-onboarding-preproduction.signzy.tech/kra-handler/api/onboardings/push
Object Name | Key | Data type | Required/ Optional | Description
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| Header |
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| Content-type | string | Required | application/json |
| Authorization | string | Required | Access token from login |
| Body |
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Kyc Data | gender | string | Required | investor’s Gender values: “Female” / “Male” / “Transgender” |
| maritalStatus | string | Required | investor’s marital status, values: “MARRIED” / “UNMARRIED” / “OTHERS” |
| fatherTitle | string | Required | Pass the title of Father or Spouse, possible values “Mr.” / “Mrs.” |
| panNumber | string | Required | Investors PAN number or incase of PAN EXEMPT pass PANEXEMPT |
| residentialStatus | string | Required | Investor’s residential status, values: “Resident Individual” / “Foreign National” / “Person of Indian Origin” |
| kycAccountCode | string | Required | KYC account code, Pass 03 |
| kycAccountDescription | string | Required | Modify without documents |
| fatherName | string | Required | Pass the Father or Spouse name |
| mobileNumber | string(Required), valid 10 digit mobile number | Required | Mobile number |
| countryCode | string | Required | Country code of mobile number |
| emailId | string | Required | Email Id of Investor
|
| annualIncome | string | Required (allow empty) | Annual Income code (Refer Table 1.8) |
| occupationOther | string | Required in case of CVL KRA if Occupation Code is 99 | String of 50 characters |
identityProof | type | Enum string | Optional | “individualPan” /"panDigilocker |
| name | String ,string of min length of 2 consisting of any character | Optional | Name on POI document |
| fatherName | string | Optional | Father's name on POI document |
| number | string | Required | PAN number on POI document |
| dateOfBirth | string | Required | DOB on POI document in DD/MM/YYYY or DD-MM-YYYY format |
| fileUrl | Array of URLs | Optional | An array of image URLs of the ID card, front side. In case of PAN, pass URL of front Image |
esign | signedPdf | string | Required | Signed form URL combined of all the data and documents |
callbackUrl | callbackUrl | string | Optional | Callback URL to receive the response on KRA push |
Key | Data Type | Description |
customerId | string | ID of the particular customer for onboarding every customer has one customer ID. |
requestId | string | The merchant ID for the onboarding journey |
callbackUrl | string | The URL where the complete data of the customer will be posted once the onboarding process is completed |
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].