Investor Onboarding
Advanced Features

Page Event Callback

2min

The customer can set up callbackURL to be returned on completion of each step of the onboarding process of the investor. If this is set for a particular step, a JSON containing customerId, merchantId, status, pageName, and pageEventTimestamp is posted to the callback URL of that step.

Expected Page Event Callback Response

JSON
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The below table describes the properties that are posted in the callback URL:

Property

Accepted Values/Format

Description

merchantId

String

merchantId(Id for the investor) defined for this particular onboarding corresponding to the above username

customerId

String

customerId is the client ID whose login was used to create the investor

status

String

Status of application (draft)

pageName

String

Name of the particular step of the onboarding process(identityProof, addressProof, bankAccount, forms, FATCA, signature, photo, video, contract)

pageEventTimestamp

Integer

Unix(EPOCH) Timestamp at which the particular step is completed by the investor

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].

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