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"
  }
}