Investor Onboarding
Getting Back the Results

List Investors by Date Range

6min

We can fetch the number of investors created by customers based on the status of the investor. We can get the list of investors with the following data: has the investor logged in, has the investor filled any of the forms and saved them, and has the investor submitted the application based on the criteria provided in the API request.

Sending Requests

For sending requests the hostname and protocol will be the same as given in the Authentication section.

Send a post request to: /api/pullmerchants/dateRange with the data as below.

Headers

Property

Value

Content-type

application/json

Authorization

Authorisation header as per the login request

Request Body

JSON


The below table describes all the properties available in the request body:

Property

Accepted Values/Format

Description

customerId

String

customerId of that customer

from

Integer

timestamp, that you want to fetch from the date

to

Integer

timestamp, that you want to fetch till the date

status

string

Status of investor wanted to be pulled (all/pending/accepted/rejected/draft/redo)

Expected Response

JSON


The below table describes the properties that are returned in the request:

Parameters

Accepted Values/Format

Description

merchantId

String

Investor Onboarding corresponding merchant id

customerId

String

Investor Onboarding corresponding customer id

status

String

Status of the investor

applicationSubmitted

Boolean

Has investor submitted

hasLoggedIn

Boolean

Has the investor Logged In

hasFilledForm

Boolean

Has the investor Filled out the form

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].