Manage representatives for your Straddle accounts
Collect Accurate Information
Explain the Importance
Handle Status Changes
Provide Update Mechanisms
relationship.control
= true
to an account before it can be onboarded.Field | Type | Description |
---|---|---|
account_id | string | The unique identifier of the account this representative is associated with. |
first_name | string | The first name of the representative. |
last_name | string | The last name of the representative. |
dob | string | Date of birth for the representative in ISO 8601 format (YYYY-MM-DD). |
ssn_last4 | string | The last 4 digits of the representative’s Social Security Number. |
string | The company email address of the representative. | |
mobile_number | string | The mobile phone number of the representative. |
relationship | object | Describes the representative’s relationship to the account. |
relationship.primary | boolean | Whether this is the primary representative for the account. |
relationship.control | boolean | Whether the representative has significant control over the business. |
relationship.owner | boolean | Whether the representative is an owner of the business. |
relationship.percent_ownership | number | The percentage of ownership, if the representative is an owner. |
relationship.title | string | The job title of the representative. |
external_id | string | Your own unique identifier for the representative. |
created
: Initial status when a representative is first addedonboarding
: The representative is going through the verification processactive
: The representative has been verified and is activerejected
: The representative has failed verificationinactive
: The representative has been deactivatedstatus_detail
object provides more granular information about the representative’s current status:
unverified
: Initial state, pending verificationin_review
: Representative is being reviewedpending
: Waiting for additional informationstuck
: Issues in the verification processverified
: Successfully verifiedfailed_verification
: Verification process faileddisabled
: Representative has been disabledUpdateable Statuses
Non-Updateable Statuses
Created Status
Onboarding Status
Active Status
Verify Information
Multiple Representatives
Timely Updates
Privacy Considerations
Collect Accurate Information
Explain the Importance
Handle Status Changes
Provide Update Mechanisms