POST ipbs/post/com_individual

Request Information

URI Parameters

None.

Body Parameters

Name	Type	Additional information
inKYCTypeID	integer	Required
inClientName	string	Max length: 50
inRiskFlag	boolean	None.
inIsInternal	boolean	None.
inFirstName	string	Max length: 50
inPrimaryMailingAddress	string	Max length: 500
inEmailAddress	string	Max length: 500
inHomePhone	string	Max length: 35
inOtherPhone	string	Max length: 35
inFax	string	Max length: 35
inDateofBirth	date	None.
inBirthPlace	string	Max length: 3
inDomiciliation	string	Max length: 3
inCountryOfCitzenShip	string	Max length: 3
inSocialSecurity	string	Max length: 35
inDriversLicense	string	Max length: 35
inPassportNumber	string	Max length: 35
inTypeOfIDAndNumber	string	Max length: 35
inPlaceIssued	string	Max length: 35
inDateIssued	date	None.
inExpirationDate	date	None.
inPhotoCopyPresent	boolean	None.
inIdVerfiedinPerson	boolean	None.
inIsMarried	boolean	None.
inNameOfSpouse	string	Max length: 100
inIsClientDomiciledInNCCT	boolean	None.
inNCCTCountry	string	Max length: 35
inOccupation	string	Max length: 100
inNameOfEmployer	string	Max length: 100
inEmployersAddress	string	Max length: 100
inTypeOfBusiness	string	Max length: 75
inDoesClientOccupatonPresentRisk	boolean	None.
inApproximateAnnualIncome	string	Max length: 50
inOtherIncome	string	Max length: 50
inNetWorthCashAndBankAccounts	decimal number	None.
inNetWorthSecurities	decimal number	None.
inNetWorthProperty	decimal number	None.
inNetWorthOtherAssets	decimal number	None.
inNetWorthTotalLiabilities	decimal number	None.
inSourceOfWealth	string	Max length: 50
inSourceOfWealthSpecifics	string	Max length: 100
inPurposeOfOpeningFunds	string	Max length: 100
inAnticipatedAmountOfIntialDeposit	decimal number	None.
inSourceOfFunds	string	Max length: 50
inSourceOfFundsToOpenAccountOtherSpecifics	string	Max length: 100
inLocationOfEntity	string	Max length: 35
inDiscretionaryInvestmentAccount	integer	None.
inAnticipatedRemittanceAmount	decimal number	None.
inAnticipatedRemittance	string	Max length: 50
inAnticipatedRemittanceOtherSpecifics	string	Max length: 35
inAnticipatedContributionsAmount	decimal number	None.
inAnticipatedContributions	string	Max length: 50
inAnticipatedContributionOtherSpecifics	string	Max length: 35
inAnticipatedTypeOfActivity	string	Max length: 50
inIsFunds	string	Max length: 50
inIsFundsOtherSpecifics	string	Max length: 35
inIsSecurities	string	Max length: 50
inIsSecuritiesPhysicalCertificatesSpecifics	string	Max length: 35
inNameAndAddressOfPrimaryBankers	string	Max length: 100
inIsPoliticallyExposedPerson	boolean	None.
inIsOfficerDirectorPublicCompany	boolean	None.
inIsEmployerEmpoyeeOfFTI	boolean	None.
inIsFinacialyConnected	boolean	None.
inIsNoneOfTheAbove	boolean	None.
inOtherRelevantInformation	string	Max length: 1000
inInvestmentObjectiveIncome	boolean	None.
inInvestmentObjectiveHighIncome	boolean	None.
inInvestmentObjectiveBalanced	boolean	None.
inInvestmentObjectiveGrowth	boolean	None.
inInvestmentObjectiveHighGrowth	boolean	None.
inInvestmentObjectiveOther	string	Max length: 100
inNumberOfSharesHeld	integer	None.
inCertificateNumbers	string	Max length: 200
inShareDateIssue	date	None.
inDateCeasedTobeShareHolder	date	None.
inUserID	string	Max length: 50
inPrefixs	string	Max length: 50
inSuffixes	string	Max length: 50
inMalefemle	string	Max length: 50
inCodeName	string	Max length: 100
inmName1	string	Max length: 100
inmName2	string	Max length: 100
inmName3	string	Max length: 100
inmName4	string	Max length: 100
inmName5	string	Max length: 100
inRelationshipID	string	Max length: 100
parHourlyRate	integer	None.
parCellPhone	string	Max length: 8000
parALTEmailAddress	string	Max length: 35
inCountryOfCitizenship2	string	Max length: 3
inCountryOfCitizenship3	string	Max length: 3
inCountryOfResidence2	string	Max length: 3
inCountryOfResidence3	string	Max length: 3
inCountryCodeAbbreviation	string	Max length: 10
inPhoneCountryCode	string	Max length: 3
inAreaCodeAbbreviation	string	Max length: 20
inAreaCode	string	Max length: 255
inCityTown	string	Max length: 50
inProvinceState	string	Max length: 50
inPostalCodeZipCode	string	Max length: 50
inCountry	string	Max length: 3
inTaxIDStatus	string	Max length: 30
inFATCAClassifications	string	Max length: 50
inSocialSecurityTaxID2	string	Max length: 35
inSocialSecurityTaxID3	string	Max length: 35
inNationalInsuranceNumber	string	Max length: 9
inZipCode	string	Max length: 50
inUSFACTATaxPayer	boolean	None.
inUKFATCATaxPayer	boolean	None.
inAnticipatedDepositsPerMonth	string	Max length: 8000
inSubjectToComplianceReview	boolean	None.
inAnticipated3rdPartyDeposits	boolean	None.
inUnverifiedAccount	boolean	None.
inRiskRatingExempt	boolean	None.

Request Formats

application/json, text/json

Sample:

{
  "inKYCTypeID": 1,
  "inClientName": "sample string 2",
  "inRiskFlag": true,
  "inIsInternal": true,
  "inFirstName": "sample string 5",
  "inPrimaryMailingAddress": "sample string 6",
  "inEmailAddress": "sample string 7",
  "inHomePhone": "sample string 8",
  "inOtherPhone": "sample string 9",
  "inFax": "sample string 10",
  "inDateofBirth": "2026-01-26T21:47:37.0504462-05:00",
  "inBirthPlace": "sample string 11",
  "inDomiciliation": "sample string 12",
  "inCountryOfCitzenShip": "sample string 13",
  "inSocialSecurity": "sample string 14",
  "inDriversLicense": "sample string 15",
  "inPassportNumber": "sample string 16",
  "inTypeOfIDAndNumber": "sample string 17",
  "inPlaceIssued": "sample string 18",
  "inDateIssued": "2026-01-26T21:47:37.0504462-05:00",
  "inExpirationDate": "2026-01-26T21:47:37.0504462-05:00",
  "inPhotoCopyPresent": true,
  "inIdVerfiedinPerson": true,
  "inIsMarried": true,
  "inNameOfSpouse": "sample string 22",
  "inIsClientDomiciledInNCCT": true,
  "inNCCTCountry": "sample string 24",
  "inOccupation": "sample string 25",
  "inNameOfEmployer": "sample string 26",
  "inEmployersAddress": "sample string 27",
  "inTypeOfBusiness": "sample string 28",
  "inDoesClientOccupatonPresentRisk": true,
  "inApproximateAnnualIncome": "sample string 30",
  "inOtherIncome": "sample string 31",
  "inNetWorthCashAndBankAccounts": 32.0,
  "inNetWorthSecurities": 33.0,
  "inNetWorthProperty": 34.0,
  "inNetWorthOtherAssets": 35.0,
  "inNetWorthTotalLiabilities": 36.0,
  "inSourceOfWealth": "sample string 37",
  "inSourceOfWealthSpecifics": "sample string 38",
  "inPurposeOfOpeningFunds": "sample string 39",
  "inAnticipatedAmountOfIntialDeposit": 40.0,
  "inSourceOfFunds": "sample string 41",
  "inSourceOfFundsToOpenAccountOtherSpecifics": "sample string 42",
  "inLocationOfEntity": "sample string 43",
  "inDiscretionaryInvestmentAccount": 44,
  "inAnticipatedRemittanceAmount": 45.0,
  "inAnticipatedRemittance": "sample string 46",
  "inAnticipatedRemittanceOtherSpecifics": "sample string 47",
  "inAnticipatedContributionsAmount": 48.0,
  "inAnticipatedContributions": "sample string 49",
  "inAnticipatedContributionOtherSpecifics": "sample string 50",
  "inAnticipatedTypeOfActivity": "sample string 51",
  "inIsFunds": "sample string 52",
  "inIsFundsOtherSpecifics": "sample string 53",
  "inIsSecurities": "sample string 54",
  "inIsSecuritiesPhysicalCertificatesSpecifics": "sample string 55",
  "inNameAndAddressOfPrimaryBankers": "sample string 56",
  "inIsPoliticallyExposedPerson": true,
  "inIsOfficerDirectorPublicCompany": true,
  "inIsEmployerEmpoyeeOfFTI": true,
  "inIsFinacialyConnected": true,
  "inIsNoneOfTheAbove": true,
  "inOtherRelevantInformation": "sample string 62",
  "inInvestmentObjectiveIncome": true,
  "inInvestmentObjectiveHighIncome": true,
  "inInvestmentObjectiveBalanced": true,
  "inInvestmentObjectiveGrowth": true,
  "inInvestmentObjectiveHighGrowth": true,
  "inInvestmentObjectiveOther": "sample string 68",
  "inNumberOfSharesHeld": 69,
  "inCertificateNumbers": "sample string 70",
  "inShareDateIssue": "2026-01-26T21:47:37.0504462-05:00",
  "inDateCeasedTobeShareHolder": "2026-01-26T21:47:37.0504462-05:00",
  "inUserID": "sample string 71",
  "inPrefixs": "sample string 72",
  "inSuffixes": "sample string 73",
  "inMalefemle": "sample string 74",
  "inCodeName": "sample string 75",
  "inmName1": "sample string 76",
  "inmName2": "sample string 77",
  "inmName3": "sample string 78",
  "inmName4": "sample string 79",
  "inmName5": "sample string 80",
  "inRelationshipID": "sample string 81",
  "parHourlyRate": 82,
  "parCellPhone": "sample string 83",
  "parALTEmailAddress": "sample string 84",
  "inCountryOfCitizenship2": "sample string 85",
  "inCountryOfCitizenship3": "sample string 86",
  "inCountryOfResidence2": "sample string 87",
  "inCountryOfResidence3": "sample string 88",
  "inCountryCodeAbbreviation": "sample string 89",
  "inPhoneCountryCode": "sample string 90",
  "inAreaCodeAbbreviation": "sample string 91",
  "inAreaCode": "sample string 92",
  "inCityTown": "sample string 93",
  "inProvinceState": "sample string 94",
  "inPostalCodeZipCode": "sample string 95",
  "inCountry": "sample string 96",
  "inTaxIDStatus": "sample string 97",
  "inFATCAClassifications": "sample string 98",
  "inSocialSecurityTaxID2": "sample string 99",
  "inSocialSecurityTaxID3": "sample string 100",
  "inNationalInsuranceNumber": "sample string 101",
  "inZipCode": "sample string 102",
  "inUSFACTATaxPayer": true,
  "inUKFATCATaxPayer": true,
  "inAnticipatedDepositsPerMonth": "sample string 105",
  "inSubjectToComplianceReview": true,
  "inAnticipated3rdPartyDeposits": true,
  "inUnverifiedAccount": true,
  "inRiskRatingExempt": true
}

text/xml

Sample:

<comIndividual xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/IPBSAPIV1">
  <inAnticipated3rdPartyDeposits>true</inAnticipated3rdPartyDeposits>
  <inAnticipatedAmountOfIntialDeposit>40</inAnticipatedAmountOfIntialDeposit>
  <inAnticipatedContributionOtherSpecifics>sample string 50</inAnticipatedContributionOtherSpecifics>
  <inAnticipatedContributions>sample string 49</inAnticipatedContributions>
  <inAnticipatedContributionsAmount>48</inAnticipatedContributionsAmount>
  <inAnticipatedDepositsPerMonth>sample string 105</inAnticipatedDepositsPerMonth>
  <inAnticipatedRemittance>sample string 46</inAnticipatedRemittance>
  <inAnticipatedRemittanceAmount>45</inAnticipatedRemittanceAmount>
  <inAnticipatedRemittanceOtherSpecifics>sample string 47</inAnticipatedRemittanceOtherSpecifics>
  <inAnticipatedTypeOfActivity>sample string 51</inAnticipatedTypeOfActivity>
  <inApproximateAnnualIncome>sample string 30</inApproximateAnnualIncome>
  <inAreaCode>sample string 92</inAreaCode>
  <inAreaCodeAbbreviation>sample string 91</inAreaCodeAbbreviation>
  <inBirthPlace>sample string 11</inBirthPlace>
  <inCertificateNumbers>sample string 70</inCertificateNumbers>
  <inCityTown>sample string 93</inCityTown>
  <inClientName>sample string 2</inClientName>
  <inCodeName>sample string 75</inCodeName>
  <inCountry>sample string 96</inCountry>
  <inCountryCodeAbbreviation>sample string 89</inCountryCodeAbbreviation>
  <inCountryOfCitizenship2>sample string 85</inCountryOfCitizenship2>
  <inCountryOfCitizenship3>sample string 86</inCountryOfCitizenship3>
  <inCountryOfCitzenShip>sample string 13</inCountryOfCitzenShip>
  <inCountryOfResidence2>sample string 87</inCountryOfResidence2>
  <inCountryOfResidence3>sample string 88</inCountryOfResidence3>
  <inDateCeasedTobeShareHolder>2026-01-26T21:47:37.0504462-05:00</inDateCeasedTobeShareHolder>
  <inDateIssued>2026-01-26T21:47:37.0504462-05:00</inDateIssued>
  <inDateofBirth>2026-01-26T21:47:37.0504462-05:00</inDateofBirth>
  <inDiscretionaryInvestmentAccount>44</inDiscretionaryInvestmentAccount>
  <inDoesClientOccupatonPresentRisk>true</inDoesClientOccupatonPresentRisk>
  <inDomiciliation>sample string 12</inDomiciliation>
  <inDriversLicense>sample string 15</inDriversLicense>
  <inEmailAddress>sample string 7</inEmailAddress>
  <inEmployersAddress>sample string 27</inEmployersAddress>
  <inExpirationDate>2026-01-26T21:47:37.0504462-05:00</inExpirationDate>
  <inFATCAClassifications>sample string 98</inFATCAClassifications>
  <inFax>sample string 10</inFax>
  <inFirstName>sample string 5</inFirstName>
  <inHomePhone>sample string 8</inHomePhone>
  <inIdVerfiedinPerson>true</inIdVerfiedinPerson>
  <inInvestmentObjectiveBalanced>true</inInvestmentObjectiveBalanced>
  <inInvestmentObjectiveGrowth>true</inInvestmentObjectiveGrowth>
  <inInvestmentObjectiveHighGrowth>true</inInvestmentObjectiveHighGrowth>
  <inInvestmentObjectiveHighIncome>true</inInvestmentObjectiveHighIncome>
  <inInvestmentObjectiveIncome>true</inInvestmentObjectiveIncome>
  <inInvestmentObjectiveOther>sample string 68</inInvestmentObjectiveOther>
  <inIsClientDomiciledInNCCT>true</inIsClientDomiciledInNCCT>
  <inIsEmployerEmpoyeeOfFTI>true</inIsEmployerEmpoyeeOfFTI>
  <inIsFinacialyConnected>true</inIsFinacialyConnected>
  <inIsFunds>sample string 52</inIsFunds>
  <inIsFundsOtherSpecifics>sample string 53</inIsFundsOtherSpecifics>
  <inIsInternal>true</inIsInternal>
  <inIsMarried>true</inIsMarried>
  <inIsNoneOfTheAbove>true</inIsNoneOfTheAbove>
  <inIsOfficerDirectorPublicCompany>true</inIsOfficerDirectorPublicCompany>
  <inIsPoliticallyExposedPerson>true</inIsPoliticallyExposedPerson>
  <inIsSecurities>sample string 54</inIsSecurities>
  <inIsSecuritiesPhysicalCertificatesSpecifics>sample string 55</inIsSecuritiesPhysicalCertificatesSpecifics>
  <inKYCTypeID>1</inKYCTypeID>
  <inLocationOfEntity>sample string 43</inLocationOfEntity>
  <inMalefemle>sample string 74</inMalefemle>
  <inNCCTCountry>sample string 24</inNCCTCountry>
  <inNameAndAddressOfPrimaryBankers>sample string 56</inNameAndAddressOfPrimaryBankers>
  <inNameOfEmployer>sample string 26</inNameOfEmployer>
  <inNameOfSpouse>sample string 22</inNameOfSpouse>
  <inNationalInsuranceNumber>sample string 101</inNationalInsuranceNumber>
  <inNetWorthCashAndBankAccounts>32</inNetWorthCashAndBankAccounts>
  <inNetWorthOtherAssets>35</inNetWorthOtherAssets>
  <inNetWorthProperty>34</inNetWorthProperty>
  <inNetWorthSecurities>33</inNetWorthSecurities>
  <inNetWorthTotalLiabilities>36</inNetWorthTotalLiabilities>
  <inNumberOfSharesHeld>69</inNumberOfSharesHeld>
  <inOccupation>sample string 25</inOccupation>
  <inOtherIncome>sample string 31</inOtherIncome>
  <inOtherPhone>sample string 9</inOtherPhone>
  <inOtherRelevantInformation>sample string 62</inOtherRelevantInformation>
  <inPassportNumber>sample string 16</inPassportNumber>
  <inPhoneCountryCode>sample string 90</inPhoneCountryCode>
  <inPhotoCopyPresent>true</inPhotoCopyPresent>
  <inPlaceIssued>sample string 18</inPlaceIssued>
  <inPostalCodeZipCode>sample string 95</inPostalCodeZipCode>
  <inPrefixs>sample string 72</inPrefixs>
  <inPrimaryMailingAddress>sample string 6</inPrimaryMailingAddress>
  <inProvinceState>sample string 94</inProvinceState>
  <inPurposeOfOpeningFunds>sample string 39</inPurposeOfOpeningFunds>
  <inRelationshipID>sample string 81</inRelationshipID>
  <inRiskFlag>true</inRiskFlag>
  <inRiskRatingExempt>true</inRiskRatingExempt>
  <inShareDateIssue>2026-01-26T21:47:37.0504462-05:00</inShareDateIssue>
  <inSocialSecurity>sample string 14</inSocialSecurity>
  <inSocialSecurityTaxID2>sample string 99</inSocialSecurityTaxID2>
  <inSocialSecurityTaxID3>sample string 100</inSocialSecurityTaxID3>
  <inSourceOfFunds>sample string 41</inSourceOfFunds>
  <inSourceOfFundsToOpenAccountOtherSpecifics>sample string 42</inSourceOfFundsToOpenAccountOtherSpecifics>
  <inSourceOfWealth>sample string 37</inSourceOfWealth>
  <inSourceOfWealthSpecifics>sample string 38</inSourceOfWealthSpecifics>
  <inSubjectToComplianceReview>true</inSubjectToComplianceReview>
  <inSuffixes>sample string 73</inSuffixes>
  <inTaxIDStatus>sample string 97</inTaxIDStatus>
  <inTypeOfBusiness>sample string 28</inTypeOfBusiness>
  <inTypeOfIDAndNumber>sample string 17</inTypeOfIDAndNumber>
  <inUKFATCATaxPayer>true</inUKFATCATaxPayer>
  <inUSFACTATaxPayer>true</inUSFACTATaxPayer>
  <inUnverifiedAccount>true</inUnverifiedAccount>
  <inUserID>sample string 71</inUserID>
  <inZipCode>sample string 102</inZipCode>
  <inmName1>sample string 76</inmName1>
  <inmName2>sample string 77</inmName2>
  <inmName3>sample string 78</inmName3>
  <inmName4>sample string 79</inmName4>
  <inmName5>sample string 80</inmName5>
  <parALTEmailAddress>sample string 84</parALTEmailAddress>
  <parCellPhone>sample string 83</parCellPhone>
  <parHourlyRate>82</parHourlyRate>
</comIndividual>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

comIndividual

Name	Type	Additional information
inKYCTypeID	integer	Required
inClientName	string	Max length: 50
inRiskFlag	boolean	None.
inIsInternal	boolean	None.
inFirstName	string	Max length: 50
inPrimaryMailingAddress	string	Max length: 500
inEmailAddress	string	Max length: 500
inHomePhone	string	Max length: 35
inOtherPhone	string	Max length: 35
inFax	string	Max length: 35
inDateofBirth	date	None.
inBirthPlace	string	Max length: 3
inDomiciliation	string	Max length: 3
inCountryOfCitzenShip	string	Max length: 3
inSocialSecurity	string	Max length: 35
inDriversLicense	string	Max length: 35
inPassportNumber	string	Max length: 35
inTypeOfIDAndNumber	string	Max length: 35
inPlaceIssued	string	Max length: 35
inDateIssued	date	None.
inExpirationDate	date	None.
inPhotoCopyPresent	boolean	None.
inIdVerfiedinPerson	boolean	None.
inIsMarried	boolean	None.
inNameOfSpouse	string	Max length: 100
inIsClientDomiciledInNCCT	boolean	None.
inNCCTCountry	string	Max length: 35
inOccupation	string	Max length: 100
inNameOfEmployer	string	Max length: 100
inEmployersAddress	string	Max length: 100
inTypeOfBusiness	string	Max length: 75
inDoesClientOccupatonPresentRisk	boolean	None.
inApproximateAnnualIncome	string	Max length: 50
inOtherIncome	string	Max length: 50
inNetWorthCashAndBankAccounts	decimal number	None.
inNetWorthSecurities	decimal number	None.
inNetWorthProperty	decimal number	None.
inNetWorthOtherAssets	decimal number	None.
inNetWorthTotalLiabilities	decimal number	None.
inSourceOfWealth	string	Max length: 50
inSourceOfWealthSpecifics	string	Max length: 100
inPurposeOfOpeningFunds	string	Max length: 100
inAnticipatedAmountOfIntialDeposit	decimal number	None.
inSourceOfFunds	string	Max length: 50
inSourceOfFundsToOpenAccountOtherSpecifics	string	Max length: 100
inLocationOfEntity	string	Max length: 35
inDiscretionaryInvestmentAccount	integer	None.
inAnticipatedRemittanceAmount	decimal number	None.
inAnticipatedRemittance	string	Max length: 50
inAnticipatedRemittanceOtherSpecifics	string	Max length: 35
inAnticipatedContributionsAmount	decimal number	None.
inAnticipatedContributions	string	Max length: 50
inAnticipatedContributionOtherSpecifics	string	Max length: 35
inAnticipatedTypeOfActivity	string	Max length: 50
inIsFunds	string	Max length: 50
inIsFundsOtherSpecifics	string	Max length: 35
inIsSecurities	string	Max length: 50
inIsSecuritiesPhysicalCertificatesSpecifics	string	Max length: 35
inNameAndAddressOfPrimaryBankers	string	Max length: 100
inIsPoliticallyExposedPerson	boolean	None.
inIsOfficerDirectorPublicCompany	boolean	None.
inIsEmployerEmpoyeeOfFTI	boolean	None.
inIsFinacialyConnected	boolean	None.
inIsNoneOfTheAbove	boolean	None.
inOtherRelevantInformation	string	Max length: 1000
inInvestmentObjectiveIncome	boolean	None.
inInvestmentObjectiveHighIncome	boolean	None.
inInvestmentObjectiveBalanced	boolean	None.
inInvestmentObjectiveGrowth	boolean	None.
inInvestmentObjectiveHighGrowth	boolean	None.
inInvestmentObjectiveOther	string	Max length: 100
inNumberOfSharesHeld	integer	None.
inCertificateNumbers	string	Max length: 200
inShareDateIssue	date	None.
inDateCeasedTobeShareHolder	date	None.
inUserID	string	Max length: 50
inPrefixs	string	Max length: 50
inSuffixes	string	Max length: 50
inMalefemle	string	Max length: 50
inCodeName	string	Max length: 100
inmName1	string	Max length: 100
inmName2	string	Max length: 100
inmName3	string	Max length: 100
inmName4	string	Max length: 100
inmName5	string	Max length: 100
inRelationshipID	string	Max length: 100
parHourlyRate	integer	None.
parCellPhone	string	Max length: 8000
parALTEmailAddress	string	Max length: 35
inCountryOfCitizenship2	string	Max length: 3
inCountryOfCitizenship3	string	Max length: 3
inCountryOfResidence2	string	Max length: 3
inCountryOfResidence3	string	Max length: 3
inCountryCodeAbbreviation	string	Max length: 10
inPhoneCountryCode	string	Max length: 3
inAreaCodeAbbreviation	string	Max length: 20
inAreaCode	string	Max length: 255
inCityTown	string	Max length: 50
inProvinceState	string	Max length: 50
inPostalCodeZipCode	string	Max length: 50
inCountry	string	Max length: 3
inTaxIDStatus	string	Max length: 30
inFATCAClassifications	string	Max length: 50
inSocialSecurityTaxID2	string	Max length: 35
inSocialSecurityTaxID3	string	Max length: 35
inNationalInsuranceNumber	string	Max length: 9
inZipCode	string	Max length: 50
inUSFACTATaxPayer	boolean	None.
inUKFATCATaxPayer	boolean	None.
inAnticipatedDepositsPerMonth	string	Max length: 8000
inSubjectToComplianceReview	boolean	None.
inAnticipated3rdPartyDeposits	boolean	None.
inUnverifiedAccount	boolean	None.
inRiskRatingExempt	boolean	None.

Response Formats

application/json, text/json

Sample:

{
  "inKYCTypeID": 1,
  "inClientName": "sample string 2",
  "inRiskFlag": true,
  "inIsInternal": true,
  "inFirstName": "sample string 5",
  "inPrimaryMailingAddress": "sample string 6",
  "inEmailAddress": "sample string 7",
  "inHomePhone": "sample string 8",
  "inOtherPhone": "sample string 9",
  "inFax": "sample string 10",
  "inDateofBirth": "2026-01-26T21:47:37.1754516-05:00",
  "inBirthPlace": "sample string 11",
  "inDomiciliation": "sample string 12",
  "inCountryOfCitzenShip": "sample string 13",
  "inSocialSecurity": "sample string 14",
  "inDriversLicense": "sample string 15",
  "inPassportNumber": "sample string 16",
  "inTypeOfIDAndNumber": "sample string 17",
  "inPlaceIssued": "sample string 18",
  "inDateIssued": "2026-01-26T21:47:37.1754516-05:00",
  "inExpirationDate": "2026-01-26T21:47:37.1754516-05:00",
  "inPhotoCopyPresent": true,
  "inIdVerfiedinPerson": true,
  "inIsMarried": true,
  "inNameOfSpouse": "sample string 22",
  "inIsClientDomiciledInNCCT": true,
  "inNCCTCountry": "sample string 24",
  "inOccupation": "sample string 25",
  "inNameOfEmployer": "sample string 26",
  "inEmployersAddress": "sample string 27",
  "inTypeOfBusiness": "sample string 28",
  "inDoesClientOccupatonPresentRisk": true,
  "inApproximateAnnualIncome": "sample string 30",
  "inOtherIncome": "sample string 31",
  "inNetWorthCashAndBankAccounts": 32.0,
  "inNetWorthSecurities": 33.0,
  "inNetWorthProperty": 34.0,
  "inNetWorthOtherAssets": 35.0,
  "inNetWorthTotalLiabilities": 36.0,
  "inSourceOfWealth": "sample string 37",
  "inSourceOfWealthSpecifics": "sample string 38",
  "inPurposeOfOpeningFunds": "sample string 39",
  "inAnticipatedAmountOfIntialDeposit": 40.0,
  "inSourceOfFunds": "sample string 41",
  "inSourceOfFundsToOpenAccountOtherSpecifics": "sample string 42",
  "inLocationOfEntity": "sample string 43",
  "inDiscretionaryInvestmentAccount": 44,
  "inAnticipatedRemittanceAmount": 45.0,
  "inAnticipatedRemittance": "sample string 46",
  "inAnticipatedRemittanceOtherSpecifics": "sample string 47",
  "inAnticipatedContributionsAmount": 48.0,
  "inAnticipatedContributions": "sample string 49",
  "inAnticipatedContributionOtherSpecifics": "sample string 50",
  "inAnticipatedTypeOfActivity": "sample string 51",
  "inIsFunds": "sample string 52",
  "inIsFundsOtherSpecifics": "sample string 53",
  "inIsSecurities": "sample string 54",
  "inIsSecuritiesPhysicalCertificatesSpecifics": "sample string 55",
  "inNameAndAddressOfPrimaryBankers": "sample string 56",
  "inIsPoliticallyExposedPerson": true,
  "inIsOfficerDirectorPublicCompany": true,
  "inIsEmployerEmpoyeeOfFTI": true,
  "inIsFinacialyConnected": true,
  "inIsNoneOfTheAbove": true,
  "inOtherRelevantInformation": "sample string 62",
  "inInvestmentObjectiveIncome": true,
  "inInvestmentObjectiveHighIncome": true,
  "inInvestmentObjectiveBalanced": true,
  "inInvestmentObjectiveGrowth": true,
  "inInvestmentObjectiveHighGrowth": true,
  "inInvestmentObjectiveOther": "sample string 68",
  "inNumberOfSharesHeld": 69,
  "inCertificateNumbers": "sample string 70",
  "inShareDateIssue": "2026-01-26T21:47:37.1754516-05:00",
  "inDateCeasedTobeShareHolder": "2026-01-26T21:47:37.1754516-05:00",
  "inUserID": "sample string 71",
  "inPrefixs": "sample string 72",
  "inSuffixes": "sample string 73",
  "inMalefemle": "sample string 74",
  "inCodeName": "sample string 75",
  "inmName1": "sample string 76",
  "inmName2": "sample string 77",
  "inmName3": "sample string 78",
  "inmName4": "sample string 79",
  "inmName5": "sample string 80",
  "inRelationshipID": "sample string 81",
  "parHourlyRate": 82,
  "parCellPhone": "sample string 83",
  "parALTEmailAddress": "sample string 84",
  "inCountryOfCitizenship2": "sample string 85",
  "inCountryOfCitizenship3": "sample string 86",
  "inCountryOfResidence2": "sample string 87",
  "inCountryOfResidence3": "sample string 88",
  "inCountryCodeAbbreviation": "sample string 89",
  "inPhoneCountryCode": "sample string 90",
  "inAreaCodeAbbreviation": "sample string 91",
  "inAreaCode": "sample string 92",
  "inCityTown": "sample string 93",
  "inProvinceState": "sample string 94",
  "inPostalCodeZipCode": "sample string 95",
  "inCountry": "sample string 96",
  "inTaxIDStatus": "sample string 97",
  "inFATCAClassifications": "sample string 98",
  "inSocialSecurityTaxID2": "sample string 99",
  "inSocialSecurityTaxID3": "sample string 100",
  "inNationalInsuranceNumber": "sample string 101",
  "inZipCode": "sample string 102",
  "inUSFACTATaxPayer": true,
  "inUKFATCATaxPayer": true,
  "inAnticipatedDepositsPerMonth": "sample string 105",
  "inSubjectToComplianceReview": true,
  "inAnticipated3rdPartyDeposits": true,
  "inUnverifiedAccount": true,
  "inRiskRatingExempt": true
}

text/xml

Sample:

<comIndividual xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/IPBSAPIV1">
  <inAnticipated3rdPartyDeposits>true</inAnticipated3rdPartyDeposits>
  <inAnticipatedAmountOfIntialDeposit>40</inAnticipatedAmountOfIntialDeposit>
  <inAnticipatedContributionOtherSpecifics>sample string 50</inAnticipatedContributionOtherSpecifics>
  <inAnticipatedContributions>sample string 49</inAnticipatedContributions>
  <inAnticipatedContributionsAmount>48</inAnticipatedContributionsAmount>
  <inAnticipatedDepositsPerMonth>sample string 105</inAnticipatedDepositsPerMonth>
  <inAnticipatedRemittance>sample string 46</inAnticipatedRemittance>
  <inAnticipatedRemittanceAmount>45</inAnticipatedRemittanceAmount>
  <inAnticipatedRemittanceOtherSpecifics>sample string 47</inAnticipatedRemittanceOtherSpecifics>
  <inAnticipatedTypeOfActivity>sample string 51</inAnticipatedTypeOfActivity>
  <inApproximateAnnualIncome>sample string 30</inApproximateAnnualIncome>
  <inAreaCode>sample string 92</inAreaCode>
  <inAreaCodeAbbreviation>sample string 91</inAreaCodeAbbreviation>
  <inBirthPlace>sample string 11</inBirthPlace>
  <inCertificateNumbers>sample string 70</inCertificateNumbers>
  <inCityTown>sample string 93</inCityTown>
  <inClientName>sample string 2</inClientName>
  <inCodeName>sample string 75</inCodeName>
  <inCountry>sample string 96</inCountry>
  <inCountryCodeAbbreviation>sample string 89</inCountryCodeAbbreviation>
  <inCountryOfCitizenship2>sample string 85</inCountryOfCitizenship2>
  <inCountryOfCitizenship3>sample string 86</inCountryOfCitizenship3>
  <inCountryOfCitzenShip>sample string 13</inCountryOfCitzenShip>
  <inCountryOfResidence2>sample string 87</inCountryOfResidence2>
  <inCountryOfResidence3>sample string 88</inCountryOfResidence3>
  <inDateCeasedTobeShareHolder>2026-01-26T21:47:37.1754516-05:00</inDateCeasedTobeShareHolder>
  <inDateIssued>2026-01-26T21:47:37.1754516-05:00</inDateIssued>
  <inDateofBirth>2026-01-26T21:47:37.1754516-05:00</inDateofBirth>
  <inDiscretionaryInvestmentAccount>44</inDiscretionaryInvestmentAccount>
  <inDoesClientOccupatonPresentRisk>true</inDoesClientOccupatonPresentRisk>
  <inDomiciliation>sample string 12</inDomiciliation>
  <inDriversLicense>sample string 15</inDriversLicense>
  <inEmailAddress>sample string 7</inEmailAddress>
  <inEmployersAddress>sample string 27</inEmployersAddress>
  <inExpirationDate>2026-01-26T21:47:37.1754516-05:00</inExpirationDate>
  <inFATCAClassifications>sample string 98</inFATCAClassifications>
  <inFax>sample string 10</inFax>
  <inFirstName>sample string 5</inFirstName>
  <inHomePhone>sample string 8</inHomePhone>
  <inIdVerfiedinPerson>true</inIdVerfiedinPerson>
  <inInvestmentObjectiveBalanced>true</inInvestmentObjectiveBalanced>
  <inInvestmentObjectiveGrowth>true</inInvestmentObjectiveGrowth>
  <inInvestmentObjectiveHighGrowth>true</inInvestmentObjectiveHighGrowth>
  <inInvestmentObjectiveHighIncome>true</inInvestmentObjectiveHighIncome>
  <inInvestmentObjectiveIncome>true</inInvestmentObjectiveIncome>
  <inInvestmentObjectiveOther>sample string 68</inInvestmentObjectiveOther>
  <inIsClientDomiciledInNCCT>true</inIsClientDomiciledInNCCT>
  <inIsEmployerEmpoyeeOfFTI>true</inIsEmployerEmpoyeeOfFTI>
  <inIsFinacialyConnected>true</inIsFinacialyConnected>
  <inIsFunds>sample string 52</inIsFunds>
  <inIsFundsOtherSpecifics>sample string 53</inIsFundsOtherSpecifics>
  <inIsInternal>true</inIsInternal>
  <inIsMarried>true</inIsMarried>
  <inIsNoneOfTheAbove>true</inIsNoneOfTheAbove>
  <inIsOfficerDirectorPublicCompany>true</inIsOfficerDirectorPublicCompany>
  <inIsPoliticallyExposedPerson>true</inIsPoliticallyExposedPerson>
  <inIsSecurities>sample string 54</inIsSecurities>
  <inIsSecuritiesPhysicalCertificatesSpecifics>sample string 55</inIsSecuritiesPhysicalCertificatesSpecifics>
  <inKYCTypeID>1</inKYCTypeID>
  <inLocationOfEntity>sample string 43</inLocationOfEntity>
  <inMalefemle>sample string 74</inMalefemle>
  <inNCCTCountry>sample string 24</inNCCTCountry>
  <inNameAndAddressOfPrimaryBankers>sample string 56</inNameAndAddressOfPrimaryBankers>
  <inNameOfEmployer>sample string 26</inNameOfEmployer>
  <inNameOfSpouse>sample string 22</inNameOfSpouse>
  <inNationalInsuranceNumber>sample string 101</inNationalInsuranceNumber>
  <inNetWorthCashAndBankAccounts>32</inNetWorthCashAndBankAccounts>
  <inNetWorthOtherAssets>35</inNetWorthOtherAssets>
  <inNetWorthProperty>34</inNetWorthProperty>
  <inNetWorthSecurities>33</inNetWorthSecurities>
  <inNetWorthTotalLiabilities>36</inNetWorthTotalLiabilities>
  <inNumberOfSharesHeld>69</inNumberOfSharesHeld>
  <inOccupation>sample string 25</inOccupation>
  <inOtherIncome>sample string 31</inOtherIncome>
  <inOtherPhone>sample string 9</inOtherPhone>
  <inOtherRelevantInformation>sample string 62</inOtherRelevantInformation>
  <inPassportNumber>sample string 16</inPassportNumber>
  <inPhoneCountryCode>sample string 90</inPhoneCountryCode>
  <inPhotoCopyPresent>true</inPhotoCopyPresent>
  <inPlaceIssued>sample string 18</inPlaceIssued>
  <inPostalCodeZipCode>sample string 95</inPostalCodeZipCode>
  <inPrefixs>sample string 72</inPrefixs>
  <inPrimaryMailingAddress>sample string 6</inPrimaryMailingAddress>
  <inProvinceState>sample string 94</inProvinceState>
  <inPurposeOfOpeningFunds>sample string 39</inPurposeOfOpeningFunds>
  <inRelationshipID>sample string 81</inRelationshipID>
  <inRiskFlag>true</inRiskFlag>
  <inRiskRatingExempt>true</inRiskRatingExempt>
  <inShareDateIssue>2026-01-26T21:47:37.1754516-05:00</inShareDateIssue>
  <inSocialSecurity>sample string 14</inSocialSecurity>
  <inSocialSecurityTaxID2>sample string 99</inSocialSecurityTaxID2>
  <inSocialSecurityTaxID3>sample string 100</inSocialSecurityTaxID3>
  <inSourceOfFunds>sample string 41</inSourceOfFunds>
  <inSourceOfFundsToOpenAccountOtherSpecifics>sample string 42</inSourceOfFundsToOpenAccountOtherSpecifics>
  <inSourceOfWealth>sample string 37</inSourceOfWealth>
  <inSourceOfWealthSpecifics>sample string 38</inSourceOfWealthSpecifics>
  <inSubjectToComplianceReview>true</inSubjectToComplianceReview>
  <inSuffixes>sample string 73</inSuffixes>
  <inTaxIDStatus>sample string 97</inTaxIDStatus>
  <inTypeOfBusiness>sample string 28</inTypeOfBusiness>
  <inTypeOfIDAndNumber>sample string 17</inTypeOfIDAndNumber>
  <inUKFATCATaxPayer>true</inUKFATCATaxPayer>
  <inUSFACTATaxPayer>true</inUSFACTATaxPayer>
  <inUnverifiedAccount>true</inUnverifiedAccount>
  <inUserID>sample string 71</inUserID>
  <inZipCode>sample string 102</inZipCode>
  <inmName1>sample string 76</inmName1>
  <inmName2>sample string 77</inmName2>
  <inmName3>sample string 78</inmName3>
  <inmName4>sample string 79</inmName4>
  <inmName5>sample string 80</inmName5>
  <parALTEmailAddress>sample string 84</parALTEmailAddress>
  <parCellPhone>sample string 83</parCellPhone>
  <parHourlyRate>82</parHourlyRate>
</comIndividual>