Document Upload

You can now use this generic endpoint to upload documents to the Finmo ecosystem for a variety of workflows. Upon successful upload, the API returns a unique document ID along with other relevant metadata. This document ID can be referenced in subsequent API calls across different modules.

File upload via API now follows a two-step process. Below is Process Overview:

1. Requesting Upload URL: This step generates an Upload URL for file submission. The request should specify a doc_type and a file_type. You must store the org_document_id parameter from the response in your system for future reference.

2. Uploading File to the Upload URL: Use the upload_url from the previous step to upload the file via a PUT request. Example: PUT /upload_url uploads the file to the system.

Set the header based on the type of file you are sending: --header 'Content-Type: <file_type>'

Note:

  1. Store org_document_id from the response for further use to submit the document & to fetch the document which depends in is_downloadable flag
  2. URL validity: upload_url, download_url is valid for 30 seconds. If it expires, you must request a new link.

There are several valid doc_type values, each with file format and size requirements.

Use CaseDoc TypeDescriptionFile TypeMax SizeIs Downloadable
Customer CreationCUSTOMER DOCUMENTDocuments required to create Customer, such as identity proof or address verificationimage/png, image/jpeg, image/jpg, application/pdf5MBTrue
post/organization-document

Request

  • Base URL
    https://api.finmo.net/v1
  • Auth
    HTTP basic

Request body

doc_type'CUSTOMER_DOCUMENT' required
file_namestring
file_type'image/png' | 'image/jpeg' | 'application/pdf' | 'image/jpg' required
descriptorstring
metadataobject

Example request

{
  "doc_type": "CUSTOMER_DOCUMENT",
  "file_name": "passport",
  "file_type": "image/png",
  "descriptor": "identification_document"
}

Response

Created

request_idstring
request_timestring date-time
status_codeinteger
status_textstring
successboolean

Changes