Investor Documents

import tempfile

identity_mock_document_url = 'https://www.picturando.com/fake/passports/img/united-states-passport_th.jpg'
identity_mock_document_data = requests.get(identity_mock_document_url)

tmp = tempfile.NamedTemporaryFile()
with open(tmp.name, 'wb') as f:
    f.write(identity_mock_document_data.content)

# Upload passport for identity verification
document_upload_url = f"{base_url}/documents/uploaded"
metadata = {
      "party_id": party_id,
      "purpose": "identity",
      "document_type": "passport",
      "name": "John Doe Passport"
   }

payload = {
   "metadata": json.dumps(metadata)
}

files=[
  ('file',(f'{party_id}-passport.jpg',open(tmp.name, 'rb'),'image/jpeg'))
]
headers = {
    "caliber-api-key": caliber_api_key,
    "caliber-individual-id": party_id
}

document_upload_response = requests.post(document_upload_url, files=files, data=payload, headers=headers)

print(f"Upload passport to support identity verification during account verification:\n{json.dumps(document_upload_response.json(), indent = 2)}")

# You can view uploaded documents on the party
party_response = retrieve_party(party_id)

print(f"View all uploaded documents on the party:\n{json.dumps(party_response.json(), indent = 2)}")

Upload passport to support identity verification during account verification:
{
  "id": "d276aff0-b139-42f1-954a-5f991462a01a",
  "name": "John Doe Passport",
  "description": null,
  "purpose": "identity",
  "document_type": "passport",
  "document_subtype": null,
  "party_id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
  "file_url": "https://storage.googleapis.com/poolit-platform-development-usc1-poolit-platform-api/Document/d276aff0-b139-42f1-954a-5f991462a01a/e22711b8dbb44eea6d4e850c0010a986c30f285da17a379e95.jpg?X-Goog-Algorithm=GOOG4-RSA-SHA256&X-Goog-Credential=poolit-platform-api%40poolit-platform-development.iam.gserviceaccount.com%2F20230622%2Fauto%2Fstorage%2Fgoog4_request&X-Goog-Date=20230622T164345Z&X-Goog-Expires=86400&X-Goog-SignedHeaders=host&X-Goog-Signature=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",
  "metadata": {}
}
View all uploaded documents 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": [
      {
        "id": "7a03a92c-3387-4758-a809-1a3f109efbc0",
        "name": "John Doe Passport",
        "description": null,
        "purpose": "identity",
        "document_type": "passport",
        "document_subtype": null,
        "party_id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
        "file_url": "https://storage.googleapis.com/poolit-platform-development-usc1-poolit-platform-api/Document/7a03a92c-3387-4758-a809-1a3f109efbc0/e22711b8dbb44eea6d4e850c0010a986c30f285da17a379e95.jpg?X-Goog-Algorithm=GOOG4-RSA-SHA256&X-Goog-Credential=poolit-platform-api%40poolit-platform-development.iam.gserviceaccount.com%2F20230622%2Fauto%2Fstorage%2Fgoog4_request&X-Goog-Date=20230622T164345Z&X-Goog-Expires=86400&X-Goog-SignedHeaders=host&X-Goog-Signature=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",
        "metadata": {}
      }
    ],
    "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"
  }
}