Create Officer

SessionToken obtained from the Create GMA Session endpoint. All secured endpoints require this header.

Business Plus application id returned by Create Business Plus Application.

First name. Required for shareholders, authorized users, independent directors, and control persons.

Last name. Required for shareholders, authorized users, independent directors, and control persons.

Email address. Must be globally unique. Required for shareholders, authorized users, independent directors, and control persons.

Is this individual a shareholder?

Is this individual an authorized user?

Residential address. Required for shareholders, authorized users, directors, and control persons.

Street name

Building or house number

City name

State or province name

Postal or ZIP code

ISO Alpha-2 country code (e.g. US)

`null` or absent to create a new individual. Set to the individual's `Id` from a previous response to update.

Optimistic lock version. Send the `Version` from the last response on update. Stale value → `dirty_update` (400). Omit to skip the check.

Mother's maiden name. Required when `IsAuthorizedUser` is `true`.

Date of birth. Format: `yyyyMMdd`. Required for shareholders, authorized users, independent directors, and control persons.

ISO 3166-1 alpha-2 nationality. Required for shareholders, authorized users, independent directors, and control persons.

International dialing code for `MobilePhone` (e.g. `1` for US). Required for shareholders, authorized users, independent directors, and control persons.

Mobile phone number (digits only). Must be globally unique. Required for shareholders, authorized users, independent directors, and control persons.

Tax ID number. Min: 1, Max: 20 characters. Required for shareholders, authorized users, independent directors, and control persons.

Country of issuance for the Tax ID. ISO 3166-1 alpha-2. Required for shareholders, authorized users, independent directors, and control persons.

Social Security Number (9 digits, no hyphens). Additionally required when `Nationality` or `Address.Country` is `US`.

Ownership percentage.

Is this individual a control person (significant management responsibility)?

Is this individual a director? Required when `IsShareHolder`, `IsAuthorizedUser`, or `IsControlPerson` is `true`.

Is this individual an independent director? Required when `IsShareHolder`, `IsAuthorizedUser`, and `IsControlPerson` are all `false`.

Is this individual the primary user? Setting to `true` clears the flag from all other individuals.

Does this individual have control over the entity?

Is this individual an authorized contact? Required when `IsAuthorizedUser` is `true`.

Is this individual operating under power of attorney? Required when `IsAuthorizedUser` is `true`.

Individual's role. Required when `IsAuthorizedUser` is `true`.

Account access level. Required when `IsAuthorizedUser` is `true`.

Source(s) of wealth (multi-select).

Card preference flag (e.g. `1`). Used with address country for Visa debit card eligibility.

Mailing address. Same shape as `Address`.

Street name

Building or house number

City name

State or province name

Postal or ZIP code

ISO Alpha-2 country code (e.g. `US`)

Officer type.

Middle name.

Gender.

Landline dialing code.

Landline phone number.

Source of wealth description.

Country of birth. ISO 3166-1 alpha-2.

API result code in the response envelope. Indicates success or the error category (e.g. 200 success, 400 bad request, 401 unauthorized).

Human-readable label paired with ResponseCode (e.g. Success, BadRequest, Unauthorized). Use with ResponseCode to interpret the outcome.

The saved individual record. Use `Id` and `Version` on subsequent updates.