Update Related Party Status

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Introduction

This resource activates or deactivates a related party within a registration analysis.

A party sent by mistake, or that is no longer part of the corporate structure, is deactivated here. Parties with the inactive status are ignored in all validations when the registration is sent for analysis — they do not count toward the minimum quantity requirement, do not count toward the legal representative requirement, do not add to the equity interest and have no documents required.

Use cases

• Partner sent by mistake → deactivate with inactive
• Corporate structure changed → deactivate whoever left and create whoever joined
• Summed equity interest above 100% (IVR000169) → deactivate the duplicate party

Input / Output:

As input, the new status must be sent.

As output, the confirmation of the change is returned.

Available on

Profile	Host
Distributor	distributor-api

Base URL for each host: Environments (Hosts).

Request

ENDPOINT

/investor_registry/investor/{investor_key}/investor_analysis/{investor_analysis_key}/related_party/{external_related_party_key}/status

METHOD

PUT

STATUS

202

Request body

Request Body

{
    "status": "inactive"
}

Body params

Field	Type	Description	Required
status	string	Related Party Status enumerator	Yes

Related Party Status

Enumerator	Description
active	Party considered in all validations when the registration is sent for analysis
inactive	Party disregarded in all validations. It is the equivalent of removing the party from the registration

The analysis cannot be in a terminal state

The change is rejected with IVR000185 when the registration analysis is already in one of the final statuses: automatically_approved, automatically_reproved, manually_approved, manually_reproved, analysis_complete, expired or canceled.

Deactivating the party deactivates its signer groups

When a related party is set to inactive, every active signer group that has its document among the signers is also deactivated and stops being the default. Register a new group before the submit, otherwise the rejection is IVR000180.

An external_related_party_key unknown in the given analysis is rejected with IVR000183.

Errors

Status	Code	When it happens
400	IVR000185	The analysis has already been closed (approved, rejected, completed, expired or canceled)
404	IVR000183	Related party not found for the external_related_party_key
400	IVR000075	Invalid status value
400	QIT000011	Through the manager (manager-api): the investor is not a fund class linked to it

Authentication, permission and host errors: see API Errors.