---
title: "Replace the authenticated owner's validated partial History draft"
method: PATCH
path: "/onboarding/v3/history/checkpoint"
tags: ["Onboarding"]
---

# Replace the authenticated owner's validated partial History draft

`PATCH /onboarding/v3/history/checkpoint`

## Request

- Base URL: `https://api.medianfi.com/api/v1`
- URL: `https://api.medianfi.com/api/v1/onboarding/v3/history/checkpoint`
- Auth: HTTP bearer

Persists only server-authoritative, uncovered institution decisions and leaves the History task incomplete. Stable institution identifiers and uploaded statement evidence are revalidated against tenant-scoped source truth. Final completion still uses the setup-state authority path.

## Headers

- `X-Median-App-Surface` 'qa'

## Request body

- OnboardingV3HistoryCheckpoint
  - `byInstitution` OnboardingV3HistoryCheckpointByInstitution, required

## Response `200`

Normal owner setup state after replacing data.history

- OnboardingV3SetupStateApiResponse
  - `success` true, required
  - `data` OnboardingV3SetupState, required
    - `companyId` string, uuid, required
    - `tasks` OnboardingV3SetupTaskRecord, required
    - `data` OnboardingV3SetupDataRecord, required
    - `deferred` OnboardingV3DeferredItem[], required
      - `id` string, required
      - `label` string, required
      - `ask` string
      - `taskId` 'authority' | 'basics' | 'connect' | 'processors' | 'payroll' | 'documents' | 'books' | 'history' | 'median-work' | 'call', required
    - `updatedAt` string, date-time, required

## Other responses

- `400`: Onboarding request body is not valid JSON
- `401`: Authentication required
- `403`: Insufficient permissions or not a company member
- `404`: Resource not found
- `409`: Request conflicts with the durable onboarding state
- `413`: Onboarding setup request exceeds the 32768-byte route limit
- `415`: Onboarding request charset or content encoding is unsupported
- `422`: Validation error

---

[API](https://skmtc.dev/medianfi/apis/median-api.md) · [All operations](https://skmtc.dev/medianfi/apis/median-api/llms.txt) · [OpenAPI document](https://skmtc.dev/medianfi/apis/median-api/revisions/20090ea32b0d?raw)