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DIR References

Submit a DIR's references

Submit the two business references and one financial reference for a DIR.

The DIR's authorizer email must be verified first (see the email-verification endpoint). Until it is, this returns 409 and no references are stored.

The request body carries exactly two business references plus one financial reference. The first submission stores them and returns 201. Resubmitting returns 200: identical values are simply confirmed and nothing is written, while changed values replace those references.

Replacing a reference is allowed only while the DIR itself is still editable, the same window in which a single reference may be updated; once the DIR has been submitted for vetting this returns 400. A replaced reference's pending verification call is cancelled and its dial-in code stops working, and the replacement contact is emailed fresh scheduling details. References whose details did not change keep their existing call, code, and the notice already sent to them.

The response always echoes the stored references in the same shape as the GET.

Who qualifies: the two business references confirm the company's reputation and operations. Each should be a senior contact at an organization the business works with, such as a vendor, partner, or client: a C-suite executive (CEO, CFO, CTO, COO), an owner or founder as reflected in the company's corporate records, or a senior manager, director, or executive. The financial reference confirms the company pays its bills and should be a licensed certified public accountant (CPA) the company uses, a contact at a bank or financial institution that has a relationship with the company, or a reasonable alternative banking or financial reference.

post/dir/{dir_id}/references

Path parameters

dir_idstring uuid required
Example:16635d38-75a6-4481-82e8-69af60e05011

The DIR id. Lowercase UUID.

Request body

Example request

{
  "business_references": [
    {
      "email": "dana.reyes@example.com",
      "full_name": "Dana Reyes",
      "job_title": "VP of Operations",
      "organization": "Acme Logistics",
      "phone_e164": "+14155550123",
      "relationship_to_registrant": "Supplier",
      "timezone": "America/New_York"
    }
  ],
  "financial_reference": {
    "email": "dana.reyes@example.com",
    "full_name": "Dana Reyes",
    "job_title": "VP of Operations",
    "organization": "Acme Logistics",
    "phone_e164": "+14155550123",
    "relationship_to_registrant": "Supplier",
    "timezone": "America/New_York"
  }
}

Response

Resubmit accepted. Identical values were confirmed unchanged, or changed values replaced those references.

Example response

{
  "data": [
    {
      "email": "dana.reyes@example.com",
      "full_name": "Dana Reyes",
      "job_title": "VP of Operations",
      "organization": "Acme Logistics",
      "phone_e164": "+14155550123",
      "record_type": "dir_reference",
      "ref_type": "business",
      "relationship_to_registrant": "Supplier",
      "slot": 1,
      "timezone": "America/New_York"
    }
  ]
}

Changes

Changed in 2 of the 61 revisions of this API.372

  • aa0415d0d06427See the full diff
    • ▲

      added ReferenceInput to the financial_reference request property allOf list

      request-property-all-of-added

    • ▲

      the financial_reference request property type/format changed from object/ to /

      request-property-type-changed

    • ●

      removed the request property financial_reference/email

      request-property-removed

    • ●

      removed the request property financial_reference/full_name

      request-property-removed

    • ●

      removed the request property financial_reference/job_title

      request-property-removed

    • ●

      removed the request property financial_reference/organization

      request-property-removed

    • ●

      removed the request property financial_reference/phone_e164

      request-property-removed

    • ●

      removed the request property financial_reference/relationship_to_registrant

      request-property-removed

    • ●

      removed the request property financial_reference/timezone

      request-property-removed

  • 5e782364444a12See the full diff
    • ▲

      the data/items/slot response property's max was increased from 1.00 to 2.00 for the response status 201

      response-property-max-increased

    • ○

      added the non-success response with the status 400

      response-non-success-status-added

    • ○

      added the success response with the status 200

      response-success-status-added