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Upload Documents to Customer

POST 

/platform/v1/customers/{customerReference}/documents

Attach one or more documents to a customer's profile. This can be either a company customer (with optional linkage to a specific associate) or an individual customer. Files must be base64-encoded before submission.

  • For company-level documents, omit customerPersonReference.
  • For associate-level documents, provide the customerPersonReference.
  • The customer must be in INFO_REQUIRED status.

Request

Responses

Documents accepted and queued for upload.