Customers

Save automatic enhanced diligence RFI progress

Changed on

Customer-scoped alternative to hosted session progress for MCP and API clients.

patch/v1/customers/{id}/pending-enhanced-diligence-rfi/progress

Request

Path parameters

idstring required

Headers

X-API-Keystring

API key

Request body

dataobject required

RFI answers in hosted-session shape (nested objects) or flat requirement field paths. Example nested: { "businessData": { "sourceOfFunds": "revenue" } }. Example flat: { "businessData.sourceOfFunds": "revenue" }.

markStepCompleteboolean

When true, marks the RFI step complete after saving.

Response

successboolean required
stepIdstring required

Example response

{
  "success": true,
  "stepId": "step_personal_info"
}

Changes