This guide uses the following endpoints
To add an authorized user to an account, you must
- Create a person application
- Use the additional person application flow
- Issue the card
1. Create a Person Application
person_application
objects represent natural persons who are applying for new bank accounts or to be added to existing bank accounts. Before you can add a person to an account, you must create a person_application
to represent them.
To create a person_application
, make a POST
request to the /apply/person_application
endpoint.
curl -u $API_KEY_ID:$API_KEY_VALUE https://api.treasuryprime.com/apply/person_application \
-H 'Content-Type: application/json' \
-d '{
"bankdata": {
"ip_address": "127.0.0.40"
},
"citizenship": "US",
"date_of_birth": "1732-02-22",
"email_address": "[email protected]",
"first_name": "George",
"last_name": "Washington",
"phone_number": "2025551111",
"physical_address": {
"street_line_1": "1600 Pennsylvania Ave",
"city": "Washington",
"state": "DC",
"postal_code": "20500"
},
"tin": "111222444"
}'
This will return the person_application
object with a unique id
:
{
"bankdata": {
"ip_address": "127.0.0.40"
},
"citizenship": "US",
"created_at": "2019-03-02T11:55:14Z",
"date_of_birth": "1732-02-22",
"email_address": "[email protected]",
"first_name": "George",
"id": "apsn_01d5w7mvmwvy",
"last_name": "Washington",
"middle_name": null,
"occupation": null,
"phone_number": "2025551111",
"physical_address": {
"street_line_1": "1600 Pennsylvania Ave",
"street_line_2": null,
"city": "Washington",
"state": "DC",
"country": "US",
"postal_code": "20500"
},
"updated_at": "2019-03-02T11:55:14Z",
"userdata": null
}
The id for person application
is prefixed with apsn_
, which aids in distinguishing them from the person
objects created at the end of the application process.
2. Create an Additional Person Application
Once the person_application
representing the authorized user you wish to add to an account has been created, you can add them to the account by making a request to the additional_person_application
endpoint:
curl -u $API_KEY_ID:$API_KEY_VALUE https://api.treasuryprime.com/apply/additional_person_application \
-H 'Content-Type: application/json' \
-d '{
"bankdata": {
"ip_address": "127.0.0.40"
},
"account_id": "acct_1029384756",
"person_application_id: "apsn_01d5w7mvmwvy",
"role": "authorized_user"
}'
This will start an additional_person_application
to add the supplied person_application
to the specified account
, with the given role. The response will look like this:
{
"account_id": "acct_1029384756",
"bankdata": {
"ip_address": "127.0.0.40"
},
"created_at": "2019-03-02T11:55:14Z",
"id": "aapa_01d5w7mvmwvy",
"person_application_id": "apsn_01d5w7mvmwvy",
"role": "authorized_user",
"status": "pending",
"updated_at": "2019-03-02T11:55:14Z",
"userdata": null
}
The status
of the application will begin in pending
and end in approved
; once the application is approved, you can issue a card to the new user.
3. Issue the Card
Once the additional_person_application
has been approved, you can fetch the person_application
attached to it and look up the person
created and linked to the account:
curl -u $API_KEY_ID:$API_KEY_VALUE https://api.treasuryprime.com/apply/person_application/apsn_01d5w7mvmwvy
{
"first_name": "George",
"secondary_email_address": null,
"bankdata": {
"ip_address": "127.0.0.40"
},
"phone_number": "+1 202-555-1111",
"mailing_address": null,
"occupation": null,
"physical_address": {
"street_line_1": "1600 Pennsylvania Ave",
"street_line_2": null,
"city": "Washington",
"state": "DC",
"postal_code": "20500",
"country": "US"
},
"person_id": "psn_11gqnx6f69zv0g",
"middle_name": null,
"updated_at": "2021-10-28T19:06:55Z",
"gov_id": null,
"document_ids": [],
"id": "apsn_11gqkcek69rv55",
"citizenship": "US",
"date_of_birth": "1991-02-22",
"last_name": "Washington",
"user_id": null,
"email_address": "[email protected]",
"created_at": "2021-10-27T20:08:51Z",
"userdata": null
}
The person_id
attribute of the person_application
object is what is required to create a card; it is prefixed with psn
.
Once you have the id of the person you wish to issue a card to, you can make a call to issue them a card in the normal way:
curl -u $API_KEY_ID:$API_KEY_VALUE https://api.treasuryprime.com/card \
-H 'Content-Type: application/json' \
-d '{
"account_id": "acct_1029384756",
"person_id": "psn_11gqnx6f69zv0g5",
"card_product_id": "cdpt_w10r2sebv0nl"
}'
This will return a card object:
{
"account_id": "acct_1029384756",
"card_controls": null,
"card_product_id": "cdpt_w10r2sebv0nl",
"cvv": null,
"created_at": "2021-02-19T20:42:40Z",
"expiration": "0225",
"fulfillment": {
"status": "issued"
},
"id": "card_zuhqnmz7e085",
"last4": "3385",
"pan": null,
"person_id": "psn_11gqnx6f69zv0g5",
"pin_is_set": false,
"status": "unactivated",
"updated_at": "2021-02-19T20:42:41Z",
"userdata": null
}