Investor Addresses
Add addresses of different types mailing, primary and legal
Primary Address will be used for KYC and AML
Legal Address will be used for tax related matters
address_creation_url = f"{base_url}/parties/{party_id}/addresses"
headers = {
"accept": "application/json",
"caliber-api-key": caliber_api_key,
"caliber-idempotency-key": str(uuid.uuid4()),
"caliber-individual-id": party_id
}
address_creation_obj = {
"address_type": "legal",
"address_line_1": "112 NE 2nd Ave",
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US"
}
address_response = requests.post(address_creation_url, headers=headers, json = address_creation_obj)
address_id = address_response.json()['id']
print(f"Adding a legal address to party:\n{json.dumps(address_response.json(), indent = 2)}")
party_fetch_url = f"{base_url}/parties/{party_id}"
party_fetch_response = retrieve_party(party_id)
print(f"addresses can be retrieved on the party:\n {json.dumps(party_fetch_response.json(), indent = 2)}")
Adding a legal address to party:
{
"id": "c227a904-e93f-4ea3-bea6-5845b61ca3b1",
"address_type": "legal",
"address_line_1": "112 NE 2nd Ave",
"address_line_2": null,
"address_line_3": null,
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US",
"created_at": "2023-06-22T16:03:03.666385Z",
"updated_at": "2023-06-22T16:03:03.667096Z",
"metadata": {}
}
addresses can be retrieved on the party:
{
"id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
"party_type": "individual",
"verifications": {
"identity": "not_started",
"accreditation": "not_started",
"authorized_signatories": "not_started"
},
"relationships": {
"accounts": [],
"parties": {
"parent_parties": [],
"child_parties": []
}
},
"individual": {
"id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
"status": "inactive",
"primary_phone": "+13124022333",
"primary_email": "[email protected]",
"addresses": [
{
"id": "e8a46bb5-e59b-45fa-a43c-32a8ca8eb213",
"address_type": "primary",
"address_line_1": "111 NE 2nd Ave",
"address_line_2": null,
"address_line_3": null,
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US",
"created_at": "2023-06-22T16:02:51.750196Z",
"updated_at": "2023-06-22T16:02:51.750710Z",
"metadata": {}
},
{
"id": "c227a904-e93f-4ea3-bea6-5845b61ca3b1",
"address_type": "legal",
"address_line_1": "112 NE 2nd Ave",
"address_line_2": null,
"address_line_3": null,
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US",
"created_at": "2023-06-22T16:03:03.666385Z",
"updated_at": "2023-06-22T16:03:03.667096Z",
"metadata": {}
}
],
"documents": [],
"tax_id": {
"tax_id_type": "ssn",
"tax_id_value": "312426550"
},
"created_at": "2023-06-22T16:02:51.743354Z",
"updated_at": "2023-06-22T16:02:51.743992Z",
"metadata": {},
"accredited_investor_type": "annual_income_over_threshold",
"first_name": "John",
"middle_name": "",
"last_name": "Doe",
"date_of_birth": "1990-04-21",
"country_of_residence": "US",
"region_of_residence": "FL"
}
}
Updated over 1 year ago