Registration

Register a new client

To register a new client, you must provide the required personal information (detailed below in the Register Physical Person or Register Legal Person endpoints sections).

By default, the client will receive an email requesting their consent to be registered and to allow the sharing of their personal data with the requesting correspondent.

ℹ️ If the client already has login credentials in our platform, and your implementation allows it, the email confirmation step can be skipped. In this case, the client will not receive the initial registration email.

If the client is already registered in our system, they will only receive an email asking for authorization to share their information with the new requesting correspondent.

Please note that each client has a single, unified record in our system, regardless of how many correspondents they interact with.

Once the client gives their consent, a unique client key is generated for that correspondent and sent via webhook.

This key is required to perform any private operations involving the client.

Some operations may also require the client to have an approved status before proceeding.

Updating a client

If the client already exists, you can update their information using the Update Physical Person/Update Legal Person endpoint.

Any changes made will automatically trigger a webhook notification to reflect the updated data.