Header







Content-Type

string

Required

application/json

Authorization

string

Required

Access token from login

Body







gender

string

Required

investor’s Gender values: “Female” / “Male” / “Transgender”

maritalStatus

string

Required

investor’s marital status, values: “MARRIED” / “UNMARRIED” / “OTHERS”

nomineeRelationShip

string

Required

Pass either “FATHER” or “SPOUSE”, accordingly pass the name in “fatherName”

fatherTitle

string

Required

Pass the title of Father or Spouse, possible values “Mr.” / “Mrs.”

maidenTitle

string

Required

title for maiden name, values: “Mrs.” / “Ms.” / “Mx.”

maidenName

string

Required

maiden name of investor provided investor is a Female

panNumber

string

Required

Investors PAN number or incase of PAN EXEMPT pass PANEXEMPT

aadhaarNumber

string

Required (allow empty)

Investor Aadhaar number

motherTitle

string

Required

Investor mother Title, values: “Mrs.” / “Ms.” / “Mx.”

residentialStatus

string

Required

Investor’s residential status, values: “Resident Individual” / “Foreign National” / “Person of Indian Origin”

occupationDescription

string

Required

Occupation Description (Refer Table 1.3)

occupationCode

string

Required

Occupation Code (Refer Table 1.3)

kycAccountCode

string

Required

KYC account code, Pass 01 or 02 (Refer Table 1.4)

kycAccountDescription

string

Required

KYC account Description, New or Modify with documents(Refer Table 1.4)

communicationAddressCode

string

Required

Communication Address code (Refer Table 1.6)

communicationAddressType

string

Required

Communication Address Type (Refer Table 1.6)

permanentAddressCode

string

Required

Permanent Address code (Refer Table 1.6)

permanentAddressType

string

Required

Permanent Address Type (Refer Table 1.6)

citizenshipCountryCode

string

Required

Citizenship country code (Refer Table 1.1)

citizenshipCountry

string

Required

Citizenship country (Refer Table 1.1)

applicationStatusCode

string

Required

Application status code, (Refer Table 1.5)

applicationStatusDescription

string

Required

Application status description, (Refer Table 1.5)

fatherName

string

Required

Pass the Father or Spouse name

mobileNumber

String(Required), valid 10 digit mobile number

Required

Mobile number

countryCode

number

Required

Country code of mobile number

emailId

string

Required

Email Id of Investor

motherName

String (Required), string of min length of 2 consisting of any character

Required

Investor mother name

annualIncome

string

Required (allow empty)

Annual Income code (Refer Table 1.8)

annualIncomeRange

Enum String, valid as per code in table 1.8

Required (allow empty "")

Annual Income Description (Refer Table 1.8)

placeOfBirth

string, string of min length of 2 consisting of any character

Required (allow empty)

Place of Brith

occupationOther

string

Required in case of CVL KRA if Occupation Code is 99

String of 50 characters

type

Enum String

Required

“individualPan” / “aadhaar” / “passport” / “drivingLicence” / “voterid”/"panDigilocker"/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

name

String ,string of min length of 2 consisting of any character

Required

Name on POI document

fatherName

string

Required

DOB on POI document in DD/MM/YYYY or DD-MM-YYYY format

number

string

Required

PAN number on POI document

dateOfBirth

string

Required

Father's name on POI document

address







string

Required except for Individual PAN

Address as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

pincode

string

Required except for Individual PAN

Pincode as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

state

string

Required except for Individual PAN

State as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

district

string

Required except for Individual PAN

District as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

city

string

Required except for Individual PAN

City as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

expiryDate

string

Required except for Individual PAN

Expiry Date as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

issueDate

string

Required except for Individual PAN

Issue Date as on POI document for “aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

fileUrl

array of URLs

Required

An array of image URLs of the ID card, front and back in order. In case of PAN, pass URL of front Image and in case of Driving License pass URLs of either front or both sides of images.

type

string

Required

“aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

name

string

Required

Name on POA document

expiryDate

string

Required,allow empty

Expiry date on the document

issueDate

string

Required, allow empty

Issue date on the document

dateOfBirth

string

Required

DOB on POA document

number

string

Required

Document number on POA Document

address

string

Required

Address as on POA document

pincode

string

Required

Pincode as on POA document

state

string

Required

State as on POA document

district

string

Required

District as on POA document

city

string

Required

City as on POA document

fileUrl

array

Required

An array of image URLs of the ID card, front and back in order. In case of PAN, pass URL of front Image and in case of Driving License pass URLs of either front or both sides of images.

country

string

Required

Country as on POA Document

type

string

Required

“aadhaar” / “passport” / “drivingLicence” / “voterid”/"aadhaarDigiLocker"/dlDigiLocker/"aadhaarXml"

name

string

Required

Name on CPOA document

number

string

Required

Expiry date on the CPOA document

address

string

Required

Issue date on the CPOA document

pincode

string

Required

DOB on CPOA document

dateOfBirth

string

Required

Document number on CPOA Document

state

string

Required

Address as on CPOA document

district

string

Required

Pincode as on CPOA document

city

string

Required

State as on CPOA document

expiryDate

string

Required, allow empty

District as on CPOA document

issueDate

string

Required, allow empty



fileUrl

array

Optional

City as on POA document

country

string

Optional

An array of image URLs of the ID card, front and back in order. In case of PAN, pass URL of front Image and in case of Driving License pass URLs of either front or both sides of images.

sameAsPermanent

string



IF CPOA same as POA

fileUrl

array of strings

Required

Cheque file URL, can pass POI image if bank account verification is not being used

fileUrl

array of strings

Required

File URL of Video. Required for KYC mode=3

pep

ENUM String

Required

whether a 'politically exposed person’ values: “YES” / “NO”

rpep

ENUM String

Required

whether a 'related to a politically exposed person’ values: “YES” / “NO”

residentForTaxInIndia

ENUM String

Required

whether a 'resident outside of India’ values: “YES” / “NO”

countryCodeJurisdictionResidence

Enum String

Optional

Country of Jurisdiction of Residence code (Refer Table 1.1), to be provided given “residentForTaxInIndia” is “YES”

placeOfBirth

string

Optional

Place of Birth, to be provided given “residentForTaxInIndia” is “YES”

countryCodeOfBirth

string

Optional

Country of birth (Refer Table 1.1), to be provided given “residentForTaxInIndia” is “YES”

pinCode

string

Optional

Fatca address Pincode, to be provided given “residentForTaxInIndia” is “YES”

city

string

Optional

Fatca address city, to be provided given “residentForTaxInIndia” is “YES”

district

string

Optional

Fatca address district, to be provided given “residentForTaxInIndia” is “YES”

state

string

Optional

Fatca address state code (Refer Table 1.2), to be provided given “residentForTaxInIndia” is “YES”

country

string

Optional

Fatca address country (Refer Table 1.1), to be provided given “residentForTaxInIndia” is “YES"

address

string

Optional

Fatca address, to be provided given “residentForTaxInIndia” is “YES”

taxIdentificationNumber

string

Optional

Tax Identification Number, to be provided given “residentForTaxInIndia” is “YES”

relatedPerson

Enum String

Optional

whether a related person to investor or investor themselves, values: “YES” / “NO”

relatedPersonData.type

string

Optional

Type of related person, values: “1” / “2” / “3” for “Guardian of a Minor”, “Assignee”, “Authorised Representative” respectively, Required if related person is applicable (relatedPerson is “YES”)

.title

string

Optional

Related Person Title, values: “Mr.”/ “Mrs.” / “Ms.” / “Mx.”, Required if related person is applicable (relatedPerson is “YES”)

.name

string

Optional

Name of related person, Required if related person is applicable (relatedPerson is “YES”)

.kycNumber

string

Optional

KYC number of related person (Required if relatedPersonKycNumberExists is “YES”)

.relatedPersonIdentityProof

object with sub-fields

Optional

Required if related person is applicable(relatedPerson is “YES”), see below for details

.relatedPersonIdentityProof.type

string

Optional

Type of related persons ID proof, values: “individualPan” / “aadhaar” / “passport” / “drivingLicence” / “voterId”, Required if related person is applicable (relatedPerson is “YES”)

.relatedPersonIdentityProof.number

string

Optional

Document number on document Proof, Required if related person is applicable(relatedPerson is “YES”),

.relatedPersonIdentityProof.expiryDate

string

Optional

Expiry date on the document,Required if related person is applicable(relatedPerson is “YES”),

.relatedPersonIdentityProof.fileUrl

array of strings

Optional

An array of image URLs of the ID card, front and back in order. In case of PAN, pass URL of front Image and in case of Driving License pass URLs of either front or both sides of images., Required if related person is applicable(relatedPerson is “YES”),

signatureImageUrl

string

Required

Signature Image URL

userData.geoData.city

string

Required

Geo Location City of user

userPhoto

string

Required

User Photo URL

signedPdf

string

Required

Signed form URL combined of all the data and documents

name

string

Required

EIPV Details : name of Employee

designation

string

Required

EIPV Details : designation of Employee

branch

string

Required

EIPV Details : brand of Employee

code

string

Required

EIPV Details : Employee code

callbackUrl

string

Optional