Onboarding APIs
Update Fatca Form
10 min
endpoint /api/onboardings/updateform headers property value content type application/json authorization …access token… (alphanumeric string of length 64) input { "merchantid" " ", "save" "formdata", "type" "fatca", "data" { "type" "fatca", "fatcadata" { "pep" " ", "rpep" " ", "residentfortaxinindia" " ", "relatedperson" " ", "addresstype" " ", "countrycodejurisdictionresidence" " ", "countryjurisdictionresidence" " ", "taxidentificationnumber" " ", "placeofbirth" " ", "countrycodeofbirth" " ", "countryofbirth" " ", "addresscity" " ", "addressdistrict" " ", "addressstatecode" " ", "addressstate" " ", "addresscountrycode" " ", "addresscountry" " ", "addresspincode" "543534", "address" " ", "relatedpersontype" " ", "relatedpersonkycnumber" "44354355", "relatedpersonkycnumberexists" " ", "relatedpersontitle" " ", "relatedpersonidentityproof" { "name" " ", "fathername" " ", "dob" " ", "number" " " }, "relatedpersonname" " ", "relatedpersonidentityprooftype" " " } } } property data type example values merchantid string ( required ), alphanumeric string of length 24 userid from investor login response field save enum string ( required ) “formdata” type enum string ( required ) “fatca” data object ( required ) payload –type enum string ( required ) “fatca” –fatcadata object ( required ) fatca data — 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” — countryjurisdictionresidence string( optional ) country of jurisdiction of residence (refer table 1 1), to be provided given “residentfortaxinindia” is “yes” — taxidentificationnumber string( optional ) tax identification number, to be provided given “residentfortaxinindia” is “yes” — placeofbirth string( optional ) place of birth, to be provided given “residentfortaxinindia” is “yes” — countrycodeofbirth enum string( optional ) country code of birth (refer table 1 1), to be provided given “residentfortaxinindia” is “yes” — countryofbirth string( optional ) country of birth (refer table 1 1), to be provided given “residentfortaxinindia” is “yes” — addresstype string( optional ) type of fatca address, values “correspondence” / “others”, to be provided given “residentfortaxinindia” is “yes” — addresscity string( optional ) fatca address city, to be provided given “residentfortaxinindia” is “yes” — addressdistrict string ( optional ) fatca address district, to be provided given “residentfortaxinindia” is “yes” — addressstatecode enum string( optional ) fatca address state code (refer table 1 2), to be provided given “residentfortaxinindia” is “yes” — addressstate string( optional ) fatca address state (refer table 1 2), to be provided given “residentfortaxinindia” is “yes” — addresscountrycode enum string( optional ) fatca address country code (refer table 1 1), to be provided given “residentfortaxinindia” is “yes” — addresscountry string( optional ) fatca address country (refer table 1 1), to be provided given “residentfortaxinindia” is “yes” — addresspincode string( optional ), valid pincode fatca address pincode, to be provided given “residentfortaxinindia” is “yes” — address string( optional ) fatca address, to be provided given “residentfortaxinindia” is “yes” — relatedperson enum string( optional ) whether a related person to the investor or investor themselves, values “yes” / “no” — relatedpersontype enum string( optional ) type of related person, values “1” / “2” / “3” for “guardian of a minor”, “assignee”, and “authorised representative” respectively, required if the related person is applicable (relatedperson is “yes”) — relatedpersonkycnumberexists enum string( optional ) whether related person has a kyc number, values “yes”/“no”, required if related person is applicable (relatedperson is “yes”) — relatedpersonkycnumber string ( optional ), valid kyc number kyc number of related person ( required if relatedpersonkycnumberexists is “yes”) — relatedpersontitle string related person title, values “mr ”/ “mrs ” / “ms ” / “mx ”, required if related person is applicable (relatedperson is “yes”) — relatedpersonname string name of related person, required if related person is applicable (relatedperson is “yes”) — relatedpersonidentityproof object required if related person is applicable(relatedperson is “yes”), see below for details — relatedpersonidentityprooftype enum string( optional ) type of related persons id proof, values “individualpan”/“aadhaar”/“passport”/“drivinglicence”/“voterid, required if related person is applicable (relatedperson is “yes”) relatedpersonidentityproof object details when related person’s poi is pan property data type example values type enum string ( required ) “individualpan” name string ( required ), string of min length of 2 consisting of any character name on poi document dob string ( required ), date of birth as string in dd/mm/yyyy or dd mm yyyy format dob on poi document number string ( required ), valid pan number pan number on poi document fathername string ( required ), string of min length of 2 consisting of any character pan number on poi document relatedpersonidentityproof object details when related person’s poi is aadhaar property data type example values type enum string ( required ) “aadhaar” name string ( required ), string of min length of 2 consisting of any character name on poi document uid string ( required ), string of 8 zeros followed by 4 digits aadhaar number address string ( required ) address as on poi document city enum string ( required ) city as on poi document state enum string ( required ) state as on poi document, refer 1st column of table 1 7 district string ( required ) district as on poi document pincode string ( required ), valid pincode pincode dob string ( required ), date of birth as string in dd/mm/yyyy or dd mm yyyy format dob on poi document relatedpersonidentityproof object details when related person’s poi is passport property data type example values type enum string ( required ) “passport” name string ( required ), string of min length of 2 consisting of any character name on poi document passportnumber string ( required ) passport number address string ( required ) address as on poi document city enum string ( required ) city as on poi document state enum string ( required ) state as on poi document, refer 1st column of table 1 7 district string ( required ) district as on poi document birthdate string ( required ), date of birth as string in dd/mm/yyyy or dd mm yyyy format dob on poi document pincode string ( required ), valid pincode pincode issuedate string ( required ), issue date as string in dd/mm/yyyy or dd mm yyyy format, should be a past date issue date on the document expirydate string ( required ), expiry date as string in dd/mm/yyyy or dd mm yyyy format, should be a future date expiry date on the document relatedpersonidentityproof object details when related person’s poi is driving license property data type example values type enum string ( required ) “drivinglicence” name string ( required ), string of min length of 2 consisting of any character name on poi document dob string ( required ), date of birth as string in dd/mm/yyyy or dd mm yyyy format dob on poi document number string ( required ) driving license number on poi document address string ( required ) address as on poi document city enum string ( required ) city as on poi document state enum string ( required ) state as on poi document, refer 1st column of table 1 7 district string ( required ) district as on poi document pincode string ( required ), valid pincode pincode issuedate string ( required ), issue date as string in dd/mm/yyyy or dd mm yyyy format, should be a past date issue date on the document expirydate string ( required ), expiry date as string in dd/mm/yyyy or dd mm yyyy format, should be a future date expiry date on the document relatedpersonidentityproof object details when related person’s poi is voterid property data type example values type enum string ( required ) “voterid” name string ( required ), string of min length of 2 consisting of any character name on poi document dob string ( required ), date of birth as string in dd/mm/yyyy or dd mm yyyy format dob on poi document epicnumber string ( required ) voterid number on poi document address string ( required ) address as on poi document city enum string ( required ) city as on poi document state enum string ( required ) state as on poi document, refer 1st column of table 1 7 district string ( required ) district as on poi document pincode string ( required ), valid pincode pincode expected output { "object" "updated successfully" } 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 help\@signzy com