ComplyAdvantage Mesh Platform API

ComplyAdvantage's newer Mesh platform API, authenticated with OAuth2 bearer tokens (24-hour validity). Covers the full customer lifecycle - customer creation and screening (sync or async), risk scoring, cases and alerts with stage transitions and assignments, transaction screening and monitoring for payments fraud, custom and lookup lists, webhook and email notifications, data exports, user and role administration, and regulatory reporting (CTR/SAR prefill). Documented separately at docs.mesh.complyadvantage.com with its own OpenAPI schema for customers.

Operations 163

GET /v2/accounts/me Get details about your account #
PUT /v2/accounts/me Switch logged in account #
GET /v2/accounts/me/users Get list of users in your account #
GET /v2/alerts/mutes Get list of alert mutes for account or customer #
POST /v2/alerts/mutes Create alert mutes for customer #
DELETE /v2/alerts/mutes/{alert_mute_key}/customer/{customer_identifier} Delete alert mute #
GET /v2/alerts/{alert_identifier}/risks Get risks within an alert #
POST /v2/alerts/{alert_identifier}/risks/{risk_identifier}/decision Update the status of a risk #
POST /v2/alerts/{alert_identifier}/transition Transition an alert to a state #
GET /v2/audit/accounts/me Get audit log for your account #
GET /v2/audit/cases/{case_identifier} Get audit log for a case #
GET /v2/audit/customers/{customer_identifier} Get audit log for a customer #
GET /v2/audit/roles/{role_identifier} Get audit log for a role #
GET /v2/audit/transactions/{transaction_identifier} Get audit log for a transaction #
GET /v2/audit/users/{user_identifier} Get audit log for a user #
GET /v2/batch-processing Get the states for all batch processes #
POST /v2/batch-processing Initiate a batch-process #
DELETE /v2/batch-processing/{identifier} Delete a batch process #
GET /v2/batch-processing/{identifier} Get the state for a single batch process #
GET /v2/batch-processing/{identifier}/report Download a summary report #
GET /v2/cases Get list of cases #
POST /v2/cases/assign/bulk Assign cases in bulk #
POST /v2/cases/notes/bulk Leave a note on multiple cases in bulk #
GET /v2/cases/states Get a list of available case states #
POST /v2/cases/transition/bulk Transition cases in bulk #
GET /v2/cases/workflows Get list of case workflows #
GET /v2/cases/workflows/{workflow_identifier} Get a specific case workflow #
PUT /v2/cases/workflows/{workflow_identifier} Update a specific case workflow #
GET /v2/cases/workflows/{workflow_identifier}/versions/{version} Get a specific version of a case workflow #
GET /v2/cases/{case_identifier} Get a specific case #
GET /v2/cases/{case_identifier}/alerts Retrieve the alerts for a case #
GET /v2/cases/{case_identifier}/alerts/{alert_identifier}/notes Get the notes on an alert #
POST /v2/cases/{case_identifier}/alerts/{alert_identifier}/notes Leave a note on an alert #
POST /v2/cases/{case_identifier}/assign Assign a case to a user #
GET /v2/cases/{case_identifier}/notes Get the notes on a case #
POST /v2/cases/{case_identifier}/notes Leave a note on a case #
GET /v2/cases/{case_identifier}/subjects Retrieve the subjects for a case #
POST /v2/cases/{case_identifier}/transition Transition a case to a stage #
GET /v2/clients/me Get your client details #
GET /v2/clients/me/accounts Get list of accounts within your client #
GET /v2/clients/me/users Retrieve list of users in the client #
GET /v2/custom-lists Retrieve all custom lists #
POST /v2/custom-lists Create a new custom list #
POST /v2/custom-lists/{custom_list_id}/entity Add a specific entity to a list #
PUT /v2/custom-lists/{custom_list_id}/entity Add or update a specific entity to a list #
DELETE /v2/custom-lists/{custom_list_id}/entity/{id} Archive an entity from a list #
GET /v2/custom-lists/{custom_list_id}/entity/{id} Fetch a specific entity from a list #
POST /v2/custom-lists/{custom_list_id}/risk-word Add a risk word #
PUT /v2/custom-lists/{custom_list_id}/risk-word Add or update a risk word #
DELETE /v2/custom-lists/{custom_list_id}/risk-word/{id} Delete a risk word #
GET /v2/custom-lists/{custom_list_id}/risk-word/{id} Retrieve a risk word #
DELETE /v2/custom-lists/{id} Delete a custom list by its identifier #
GET /v2/custom-lists/{id} Retrieve a custom list from its identifier #
GET /v2/customers Get a list of customers #
GET /v2/customers/acquisition-sources Get a list of acquisition sources matching the search parameter. #
GET /v2/customers/custom-fields Get a list of custom fields #
POST /v2/customers/custom-fields Create a custom field for customers #
PATCH /v2/customers/custom-fields/{custom_field_identifier} Update customer custom fields #
GET /v2/customers/external/{external_identifier} Get customer using your identifier #
GET /v2/customers/{customer_identifier} Get customer details #
GET /v2/customers/{customer_identifier}/cases Retrieve cases for a customer #
GET /v2/customers/{customer_identifier}/labels Retrieve the labels for a customer #
PUT /v2/customers/{customer_identifier}/labels Set labels for a customer #
GET /v2/customers/{customer_identifier}/monitor Get monitoring configuration of a customer #
PATCH /v2/customers/{customer_identifier}/monitor Update monitoring configuration for an existing customer #
GET /v2/customers/{customer_identifier}/notes Get a list of notes on a customer. #
POST /v2/customers/{customer_identifier}/notes Create note on a customer. #
GET /v2/customers/{customer_identifier}/products Get customer's products #
POST /v2/customers/{customer_identifier}/reports Generate a screening certificate for a specific customer #
GET /v2/customers/{customer_identifier}/scores Get customer's risk score #
PATCH /v2/customers/{customer_identifier}/scores Override customer's risk score level #
POST /v2/customers/{customer_identifier}/transition Transition a customer's status #
POST /v2/customers/{customer_identifier}/workflows/sync/rescreen Rescreen a customer synchronously #
POST /v2/customers/{customer_identifier}/workflows/sync/update-and-rescore Update and re-score a customer synchronously #
GET /v2/entity-screening/configurations Get screening configurations #
POST /v2/entity-screening/configurations Create screening configuration #
PUT /v2/entity-screening/configurations/{configuration_identifier} Update screening configuration #
GET /v2/entity-screening/configurations/{configuration_identifier}/versions Get screening configuration versions #
GET /v2/entity-screening/configurations/{configuration_identifier}/versions/{version_identifier} Get a screening configuration version #
GET /v2/entity-screening/risks/{risk_identifier}/notes Get the notes for a screening risk #
POST /v2/entity-screening/risks/{risk_identifier}/notes Create a new note on a screening risk #
GET /v2/exports Get a list of all exports that the requesting user attempted to create #
POST /v2/exports Create a new export #
GET /v2/exports/export-types Get a list of export types #
GET /v2/exports/{export_identifier}/download Get a download url for a given export #
GET /v2/iam/permissions List permissions #
GET /v2/iam/permissions/groups List permission groups with permissions #
GET /v2/iam/roles Get list of roles #
POST /v2/iam/roles Create a new role #
DELETE /v2/iam/roles/{role_identifier} Archive a role #
GET /v2/iam/roles/{role_identifier} Get details about a role #
PATCH /v2/iam/roles/{role_identifier} Partial update an existing role #
GET /v2/labels Get a list of labels #
POST /v2/labels Create new labels #
PATCH /v2/labels/{label_identifier} Rename label #
GET /v2/notifications/configurations/email Get a list of all email notification configurations #
POST /v2/notifications/configurations/email Create a new email notification configuration #
POST /v2/notifications/configurations/email/test Test an email #
DELETE /v2/notifications/configurations/email/{identifier} Delete an email notification configuration #
PATCH /v2/notifications/configurations/email/{identifier} Update an email notification configuration #
GET /v2/notifications/configurations/webhook Get a list of all webhook notification configurations. #
POST /v2/notifications/configurations/webhook Create a new webhook configuration #
POST /v2/notifications/configurations/webhook/test Test a webhook #
PATCH /v2/notifications/configurations/webhook/{identifier} Update a webhook notification configuration. #
GET /v2/payment-screening/configurations Get payment screening configurations #
POST /v2/payment-screening/configurations Create payment screening configuration #
GET /v2/payment-screening/configurations/{configuration_identifier} Retrieve latest payment screening configuration by id #
PUT /v2/payment-screening/configurations/{configuration_identifier} Create a new version of a configuration #
GET /v2/payment-screening/configurations/{configuration_identifier}/versions Get payment screening configuration versions #
GET /v2/payment-screening/configurations/{configuration_identifier}/versions/{version_identifier} Get a payment screening configuration version #
GET /v2/payment-screening/risks Retrieve risks for a transaction #
PATCH /v2/payment-screening/risks/bulk Bulk risk status update #
PATCH /v2/payment-screening/risks/{risk_identifier} Update a single risk status #
POST /v2/regulatory-reports/prefill-information/fincen/ctr/transaction-locations/bulk Bulk create or update CTR transaction locations #
POST /v2/regulatory-reports/prefill-information/fincen/ctr/transaction-locations/bulk-delete Bulk delete CTR transaction locations #
POST /v2/regulatory-reports/prefill-information/fincen/sar/financial-institutions/bulk Bulk create or update SAR financial institutions #
POST /v2/regulatory-reports/prefill-information/fincen/sar/financial-institutions/bulk-delete Bulk delete SAR financial institutions #
POST /v2/token Create an access token with username/password (deprecated) #
POST /v2/users Create a new user #
GET /v2/users/me Get details about your user #
PATCH /v2/users/me Update your user #
GET /v2/users/me/accounts Get accounts for your user #
GET /v2/users/me/permissions Get permissions for your user #
PUT /v2/users/roles/bulk Bulk assign user roles #
GET /v2/users/{user_identifier} Get details about a user #
PATCH /v2/users/{user_identifier} Update an existing user #
GET /v2/users/{user_identifier}/accounts Get accounts for a user #
PUT /v2/users/{user_identifier}/roles Assign user roles #
POST /v2/workflows/create-and-screen Create and Screen a Customer asynchronously #
POST /v2/workflows/sync/create-and-screen Create and Screen a Customer synchronously #
GET /v2/workflows/{workflow_instance_identifier} Get status and result of onboarding #
GET /v3/alerts/mutes Get list of alert mutes for account or entity #
POST /v3/alerts/mutes Create an alert mute #
DELETE /v3/alerts/mutes/{identifier} Delete an alert mute #
GET /v3/enrichment/lookup-lists List Lookup Lists for an account #
POST /v3/enrichment/lookup-lists Create a new Lookup List #
GET /v3/enrichment/lookup-lists/{identifier} Get a Lookup List by identifier #
PATCH /v3/enrichment/lookup-lists/{identifier} Update lookup list name #
DELETE /v3/enrichment/lookup-lists/{identifier}/draft Delete a lookup list draft version by identifier #
POST /v3/enrichment/lookup-lists/{identifier}/promote-draft Promote a DRAFT version to ACTIVE #
GET /v3/enrichment/lookup-lists/{identifier}/versions List all versions for a Lookup List #
POST /v3/enrichment/lookup-lists/{identifier}/versions Creates a new lookup list version #
GET /v3/enrichment/lookup-lists/{identifier}/versions/{version_identifier}/download Download a CSV file containing all items for a Lookup List Version #
GET /v3/enrichment/lookup-lists/{identifier}/versions/{version_identifier}/items List all items for a Lookup List Version #
GET /v3/enrichment/transaction/lookup-list-mappings List all Lookup List Mappings #
POST /v3/enrichment/transaction/lookup-list-mappings Create a new Lookup List Mapping #
GET /v3/enrichment/transaction/lookup-list-mappings/available-source-fields Lists all available Source Fields for Lookup List Mappings #
DELETE /v3/enrichment/transaction/lookup-list-mappings/{identifier} Delete a Lookup List mapping by identifier #
GET /v3/enrichment/transaction/lookup-list-mappings/{identifier} Get a single Lookup List Mapping by identifier #
PATCH /v3/enrichment/transaction/lookup-list-mappings/{identifier} Update a Lookup List Mapping #
GET /v3/iam/permissions List permissions #
POST /v3/token Create an API access token #
GET /v3/transactions Get a list of transactions #
GET /v3/transactions/custom-fields List custom fields for the account #
POST /v3/transactions/custom-fields Create a new custom field #
PATCH /v3/transactions/custom-fields/{custom_field_identifier} Update an existing custom field #
GET /v3/transactions/external/{identifier} Retrieve a Transaction using your identifier as a reference #
POST /v3/transactions/process Create and process a transaction #
GET /v3/transactions/{identifier} Retrieve a Transaction using our identifier #
POST /v3/transactions/{identifier}/review Make a decision on a held transaction #
PUT /v3/transactions/{identifier}/risk_types Set or clear risk types for a transaction #
GET /v3/transactions/{identifier}/versions Retrieve all versions of a Transaction #
GET /v3/transactions/{identifier}/versions/{version} Retrieve a specific version of a Transaction using our identifier #

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OpenAPI Specification

complyadvantage-mesh-api-openapi.json Raw ↑
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Used to track the agent's order in the original sequence.","format":"int32","nullable":true,"type":"integer"},"money_transfer_operator":{"$ref":"#/components/schemas/activity_MoneyTransferOperatorV3"},"online_remittance_platform":{"$ref":"#/components/schemas/activity_OnlineRemittancePlatformV3"},"reference_text":{"description":"The reference text supplied by an agent.","example":"Interbank Ref 9372","maxLength":512,"minLength":0,"nullable":true,"type":"string"},"role":{"$ref":"#/components/schemas/activity_AgentRoleV3"},"virtual_asset_service_provider":{"$ref":"#/components/schemas/activity_VirtualAssetServiceProviderV3"}},"required":["role"],"type":"object"},"activity_AtmChannelV3":{"allOf":[{"$ref":"#/components/schemas/activity_ChannelV3"},{"properties":{"address":{"discriminator":{"mapping":{"STRUCTURED":"#/components/schemas/activity_StructuredAddressV3"},"propertyName":"format"},"oneOf":[{"$ref":"#/components/schemas/activity_StructuredAddressV3"},{"$ref":"#/components/schemas/activity_UnstructuredAddressV3"}]},"geographic_location":{"$ref":"#/components/schemas/activity_GeographicCoordinatesV3"},"identifier":{"description":"Client-specific identifier for ATM.","type":"string"},"provider":{"description":"ATM provider name.","type":"string"}},"type":"object"}],"description":"Represents an ATM channel used for transaction processing.","required":["network_details","type"],"title":"ATM","type":"object"},"activity_AuthorizationInfoV3":{"description":"Authorization information.","properties":{"identifier":{"description":"Unique authorization identifier.","example":"auth_123456789","maxLength":50,"minLength":0,"nullable":true,"type":"string"},"response":{"$ref":"#/components/schemas/activity_AuthorizationResponseV3"},"state":{"description":"Represents the state of an authorization request.","enum":["APPROVED","DECLINED","PENDING","EXPIRED","CANCELLED"],"example":"APPROVED","nullable":true,"type":"string"},"timestamp":{"description":"Authorization timestamp.","example":"2024-01-15T10:30:00.000Z","format":"date-time","nullable":true,"type":"string"},"type":{"description":"Type of authorization for a card payment.","enum":["PREAUTHORIZATION","AUTHORIZATION"],"example":"AUTHORIZATION","nullable":true,"type":"string"},"value":{"$ref":"#/components/schemas/activity_MonetaryValueV3"}},"type":"object"},"activity_AuthorizationResponseV3":{"description":"Authorization response information.","properties":{"code":{"description":"Authorization response code.","example":"00","maxLength":10,"minLength":0,"nullable":true,"type":"string"},"reason_code":{"description":"Authorization reason code.","example":"APPROVED","maxLength":50,"minLength":0,"nullable":true,"type":"string"}},"type":"object"},"activity_BankAccountV3":{"description":"Represent bank account details","properties":{"bank":{"$ref":"#/components/schemas/activity_BankV3"},"iban":{"description":"Bank account iban number","nullable":true,"pattern":"^[a-zA-Z]{2}\\d{2}.*","type":"string"},"local":{"$ref":"#/components/schemas/activity_LocalAccountDetailsV3"}},"required":["bank"],"type":"object"},"activity_BankPaymentMonetaryTransactionTypeDetailsV3":{"allOf":[{"$ref":"#/components/schemas/activity_MonetaryTransactionTypeDetailsV3"},{"properties":{"agents":{"description":"Any intermediaries involved in the transaction between the creditor and the debtor.","items":{"$ref":"#/components/schemas/activity_AgentV3"},"maxItems":10,"minItems":0,"type":"array"},"creditor":{"$ref":"#/components/schemas/activity_PartyIdentificationV3"},"debtor":{"$ref":"#/components/schemas/activity_PartyIdentificationV3"},"payment_scheme":{"$ref":"#/components/schemas/activity_PaymentSchemeV3"},"state":{"$ref":"#/components/schemas/activity_BankPaymentStateV3"},"ultimate_creditor":{"$ref":"#/components/schemas/activity_PartyIdentificationV3"},"ultimate_debtor":{"$ref":"#/components/schemas/activity_PartyIdentificationV3"}},"type":"object"}],"description":"Models a transfer of funds from one bank account to another in a different financial institution.","required":["creditor","debtor","payment_scheme","state","type"],"title":"Bank Payment Details","type":"object"},"activity_BankPaymentStateV3":{"description":"The possible states of a bank payment transaction.","enum":["PENDING","BOOKED"],"example":"BOOKED","type":"string"},"activity_BankV3":{"description":"Represents a bank's details.","properties":{"bic":{"description":"The Business Identifier Code (BIC) of the bank. Also known as SWIFT code.","example":"ABCDGB01A1B","nullable":true,"pattern":"^[A-Z]{6}[A-Z0-9]{2}([A-Z0-9]{3})?$","type":"string"},"legal_entity_address":{"$ref":"#/components/schemas/activity_StructuredAddressV3"},"name":{"description":"The name of the bank.","example":"Deutsche Bank","maxLength":256,"minLength":0,"nullable":true,"type":"string"}},"type":"object"},"activity_BlockchainNetworkTypeV3":{"description":"Type of the blockchain network used in the transaction.","enum":["MAIN","TEST"],"type":"string"},"activity_BlockchainV3":{"description":"Represents a blockchain network used for cryptocurrency transactions.","properties":{"identifier":{"$ref":"#/components/schemas/activity_Caip2IdentifierV3"},"network_name":{"description":"Human friendly chain name.","nullable":true,"type":"string"},"network_type":{"$ref":"#/components/schemas/activity_BlockchainNetworkTypeV3"}},"required":["identifier","network_type"],"type":"object"},"activity_BooleanEnrichmentValueV3":{"allOf":[{"$ref":"#/components/schemas/activity_EnrichmentValueV3"},{"properties":{"boolean":{"description":"The boolean value","example":true,"type":"boolean"}},"type":"object"}],"description":"Boolean representation of the enrichment value.","required":["boolean","data_type"],"title":"Boolean Value","type":"object"},"activity_Caip19IdentifierV3":{"description":"The industry standard CAIP-19 Asset Identifier (http://github.com/ChainAgnostic/CAIPs/blob/main/CAIPs/caip-19.md)","properties":{"namespace":{"description":"The namespace covers a class of similar assets.","example":"slip44","pattern":"[-a-z0-9]{3,8}","type":"string"},"reference":{"description":"The way to identify a blockchain within a given namespace.","example":"966","pattern":"[-.%a-zA-Z0-9]{1,128}","type":"string"}},"required":["namespace","reference"],"type":"object"},"activity_Caip2IdentifierV3":{"description":"The industry standard CAIP-2 Identifier for the blockchain (https://chainagnostic.org/CAIPs/caip-2)","properties":{"namespace":{"description":"Describes an ecosystem or standard, such as e.g. cosmos or eip155. One namespace should refer to one resolution method to resolve the chain’s reference.","example":"eip155","pattern":"[-a-z0-9]{3,8}","type":"string"},"reference":{"description":"The way to identify a blockchain within a given namespace.","example":"1","pattern":"[-_a-zA-Z0-9]{1,32}","type":"string"}},"required":["namespace","reference"],"type":"object"},"activity_CardFundingTypeV3":{"description":"Defines the funding type of a payment card.","enum":["CREDIT","DEBIT","PREPAID","OTHER"],"example":"CREDIT","type":"string"},"activity_CardHolderV3":{"description":"Represents a card holder with party identification details and onboarding information.","properties":{"details":{"$ref":"#/components/schemas/activity_PartyIdentificationV3"}},"type":"object"},"activity_CardPaymentMonetaryTransactionTypeDetailsV3":{"allOf":[{"$ref":"#/components/schemas/activity_MonetaryTransactionTypeDetailsV3"},{"properties":{"acquirer":{"$ref":"#/components/schemas/activity_AcquirerV3"},"card":{"$ref":"#/components/schemas/activity_PaymentCardV3"},"card_holder":{"$ref":"#/components/schemas/activity_CardHolderV3"},"card_payment_scope":{"$ref":"#/components/schemas/activity_CardPaymentScopeV3"},"card_payment_type":{"$ref":"#/components/schemas/activity_CardPaymentTypeV3"},"card_scheme":{"$ref":"#/components/schemas/activity_CardSchemeV3"},"card_verification_results":{"$ref":"#/components/schemas/activity_CardVerificationResultsV3"},"issuer":{"$ref":"#/components/schemas/activity_IssuerV3"},"merchant":{"$ref":"#/components/schemas/activity_MerchantV3"},"payment_stage":{"$ref":"#/components/schemas/activity_CardPaymentStageV3"},"payment_stages_info":{"$ref":"#/components/schemas/activity_PaymentStagesInfoV3"},"point_of_sale":{"$ref":"#/components/schemas/activity_PointOfSaleConditionV3"},"related_transaction_identifier":{"description":"Reference ID linking to parent/related transaction.","example":"txn_ref_987654321","maxLength":100,"minLength":0,"type":"string"},"sub_merchant":{"$ref":"#/components/schemas/activity_MerchantV3"}},"type":"object"}],"description":"Models a card payment transaction where funds are transferred using a payment card.","required":["type"],"title":"Card Payment Details","type":"object"},"activity_CardPaymentScopeV3":{"description":"Defines the scope of a card payment transaction.","enum":["DOMESTIC","CROSSBORDER"],"example":"DOMESTIC","type":"string"},"activity_CardPaymentStageV3":{"description":"Defines the stage of a card payment transaction.","enum":["AUTHORIZED","SETTLED","REVERSED","PARTIALLY_SETTLED","CHARGEBACK"],"example":"SETTLED","type":"string"},"activity_CardPaymentTypeV3":{"description":"Defines the type of card 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