Send Investor Owner Document

---

Introduction

This resource uploads a document associated with an investor owner (ownership link) of a registration analysis. It applies mainly to investment fund flows, where documents from the administrator, manager or exclusive investor may be required.

Input / Output

As input, send the file in base64, the type and the extension.

As output, the representation of the created document is returned.

Request

ENDPOINT

/investor_registry/investor/{investor_key}/investor_analysis/{investor_analysis_key}/investor_owner/{external_investor_owner_key}/document

METHOD

POST

STATUS

201

Request body

Request Body

{
    "type": "power_of_attorney",
    "document_b64": "base64_encoded_document_content",
    "file_extension": "pdf"
}

Body params

Field	Type	Description	Required
type	string	Document type (see the enumerator in Send Investor Document)	Yes
document_b64	string	File content in base64	Yes
file_extension	string	Extension (pdf or jpeg)	Yes
document_data	object	Free-form document metadata	No
observation	string	Free-form note (up to 500 characters)	No

Related endpoints

• GET .../investor_owner/{external_investor_owner_key}/document/{investor_owner_document_key} — query an investor owner document.
• PUT .../investor_owner/{external_investor_owner_key}/document/{investor_owner_document_key}/update — update the status of a document.

Errors

Status	Code	When it happens
400	IVR000024	The file is not valid base64
400	IVR000026	The analysis is no longer in pending_registry_data
404	IVR000184	Investor owner not found
404	IVR000144	Unknown document type
409	IVR000155	There is already a valid document of the same type

Authentication, permission and host errors: see API Errors.