Registration Update
Introduction
After an investor's initial registration has been approved, new registration cycles can be opened whenever a registration update is needed — whether due to a data change, document expiration or a request for a new analysis by QI Tech.
Unlike the initial registration, the update does not create a new investor: it only opens a new registration analysis (investor_analysis) on the existing investor. From there, the flow is exactly the same as the original registration: sending data, documents, related parties and submitting for analysis.
Input / Output
As input, no request body is needed — just provide the investor_key of the investor whose analysis will be updated.
As output, the representation of the new registration analysis is returned, containing the investor_analysis_key to be used in the following steps of the flow.
Request
/investor_registry/v2/investor/{investor_key}/investor_analysisPOST201The request is sent without a body (empty body). The update data will be sent in the subsequent steps of the flow, in the same way as in the initial registration.
Next steps
Once the investor_analysis_key is returned, the registration update process follows the same flow as the initial registration described in this section:
- Sending the registration data (natural person/legal entity, address, net worth).
- Sending bank accounts, suitability, signer groups, related parties and documents — as applicable to the investor type.
- Sending the registration for analysis.
- Signing the documents generated after approval.
See the subsequent steps of this section for the details of each resource.
Errors
| Status | Code | When it happens |
|---|---|---|
| 400 | IVR000109 | There is already an analysis in progress for the investor |
| 400 | IVR000272 | The investor was permanently rejected |
Authentication, permission and host errors: see API Errors.