compliance
kyb
customer-session

Request an authorized signer change

Changed on

A member with signers_manage in enforced mode or permissions_manage in legacy mode names an active member as the new authorized signer, or as an additional authorized signer (kind add, beside the current one), and says why. The named member must accept, then a compliance operator approves; nothing on the KYB form changes until then. A replace (the default) changes the signer on the KYB form, who is the business's controller at its custodian. An add records a second signer, changes neither the form nor the controller, and has its KYC sent to WisdomTree by compliance. Refused when the member is not an active member of the business, the kind is neither replace nor add, the business already has an open request, the member is already the signer a replace would name (signer_change_already_signer), or the member is already an authorized signer in a way the request cannot change (signer_change_member_already_signer): for an add, the signer on the KYB form or an additional signer already; for a replace, an additional signer. Opens a re-verification record that the request's approval, rejection or cancellation settles, and tells the business's admins and the new signer by email, and, for a replace, the outgoing signer.

post/compliance/signer_changes

Request

  • Base URL
    https://api.stablesea.com (the document declares no server; this is the origin it was published from)
  • URL
    https://api.stablesea.com/compliance/signer_changes
  • Auth
    none declared

Request body

job_titlestring required
kind'replace' | 'add'
new_signer_idstring required
reasonstring required

Response

OK

group_idstring required
idstring required
kind'replace' | 'add' required
new_signer_idstring required
reasonstring required
requested_bystring required
requested_by_namestring
requested_tsstring date-time required
signer_confirmed_tsstring date-time nullable
state'awaiting_signer' | 'awaiting_approval' | 'approved' | 'rejected' | 'cancelled' required

Changes

    • info

      added the optional property / to the response with the status

    • info

      added the optional property / to the response with the status

    • info

      added the optional property / to the response with the status

    • info

      added the optional property / to the response with the status

    • info

      added the optional property / to the response with the status

    • info

      added the new optional request property

    • info

      added the required property to the response with the status