Currencycloud Form API

The Form API from Currencycloud — 3 operation(s) for form.

OpenAPI Specification

currencycloud-form-api-openapi.yml Raw ↑
openapi: 3.0.3
info:
  title: api-onboarding Account Usage Form API
  version: v1
servers:
- url: /onboarding
  description: Relative URL
- url: https://api.currencycloud.com/onboarding
  description: Production server (uses live data)
- url: https://devapi.currencycloud.com/onboarding
  description: Dev server (uses test data)
tags:
- name: Form
paths:
  /v1/forms/{form_id}/submit:
    post:
      summary: Submit Form
      description: Submits the application form.
      tags:
      - Form
      x-api-group: Onboard
      security:
      - AuthToken: []
      parameters:
      - name: form_id
        description: Form UUID
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/form'
        '422':
          description: Form already submitted
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/validation_error_response'
  /v1/forms:
    get:
      summary: Get Forms
      description: Retrieves all application forms for the house account.
      tags:
      - Form
      x-api-group: Onboard
      security:
      - AuthToken: []
      parameters:
      - name: order
        in: query
        schema:
          type: string
      - name: order_asc_desc
        in: query
        schema:
          type: string
      - name: application_status
        in: query
        description: Filter by application_status.
        schema:
          type: string
          enum:
          - new
          - submitted
      - name: entity_type
        description: Type of applicant - individual or corporate.
        in: query
        schema:
          type: string
          enum:
          - individual
          - corporate
      - name: page
        description: Page number
        in: query
        schema:
          type: integer
      - name: per_page
        description: Number of results per page.
        in: query
        schema:
          type: integer
      responses:
        '200':
          description: Retrieves all forms for a house_account_id
          content:
            application/json:
              schema:
                type: object
                properties:
                  forms:
                    type: array
                    items:
                      $ref: '#/components/schemas/form_with_associations'
                  pagination:
                    type: object
                    properties:
                      total_entries:
                        type: integer
                        minimum: 0
                      total_pages:
                        type: integer
                        minimum: 0
                      current_page:
                        type: integer
                        minimum: 1
                      per_page:
                        type: integer
                        minimum: 1
                      previous_page:
                        type: integer
                        minimum: 1
                        nullable: true
                      next_page:
                        type: integer
                        minimum: 1
                        nullable: true
                      order:
                        type: string
                      order_asc_desc:
                        type: string
                    required:
                    - total_entries
                    - total_pages
                    - current_page
                    - per_page
                    - previous_page
                    - next_page
                    - order
                    - order_asc_desc
        '400':
          description: Returns error if request validation errors occur
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/validation_error_response'
    post:
      summary: Create Form
      description: Creates a new application form. Returns the new form entity on success.
      tags:
      - Form
      x-api-group: Onboard
      security:
      - AuthToken: []
      parameters: []
      responses:
        '400':
          description: Invalid parameter in request params
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/validation_error_response'
        '201':
          description: Creates a form when correct params are provided
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/form'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/create_form_request'
  /v1/forms/{form_id}:
    get:
      summary: Get Form
      description: Retrieves the application form with the given ID.
      tags:
      - Form
      x-api-group: Onboard
      security:
      - AuthToken: []
      parameters:
      - name: form_id
        description: Form UUID
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Retrieves form if the UUID exists
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/form_with_associations'
        '404':
          description: Record not found - Invalid UUID
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/not_found_response'
    put:
      summary: Update Form
      description: Updates an application form.
      tags:
      - Form
      x-api-group: Onboard
      security:
      - AuthToken: []
      parameters:
      - name: form_id
        description: Form UUID
        in: path
        required: true
        schema:
          type: string
      responses:
        '400':
          description: Invalid parameter in request params
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/validation_error_response'
        '200':
          description: Updates form when correct params are provided
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/form'
        '422':
          description: Form is already submitted
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/validation_error_response'
        '404':
          description: Form not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/not_found_response'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                affiliate_code:
                  description: Client's own use, e.g. to track lead source.
                  type: string
                  nullable: true
                country:
                  description: Home country for individual applicants or country of registered address for corporate applicants. Two or three character ISO country code.
                  type: string
                  enum:
                  - AD
                  - AN
                  - AE
                  - AF
                  - AG
                  - AI
                  - AL
                  - AM
                  - AO
                  - AQ
                  - AR
                  - AS
                  - AT
                  - AU
                  - AW
                  - AX
                  - AZ
                  - BA
                  - BB
                  - BD
                  - BE
                  - BF
                  - BG
                  - BH
                  - BI
                  - BJ
                  - BL
                  - BM
                  - BN
                  - BO
                  - BQ
                  - BR
                  - BS
                  - BT
                  - BV
                  - BW
                  - BY
                  - BZ
                  - CA
                  - CC
                  - CD
                  - CF
                  - CG
                  - CH
                  - CI
                  - CK
                  - CL
                  - CM
                  - CN
                  - CO
                  - CR
                  - CV
                  - CW
                  - CX
                  - CY
                  - CZ
                  - DE
                  - DJ
                  - DK
                  - DM
                  - DO
                  - DZ
                  - EC
                  - EE
                  - EG
                  - EH
                  - ER
                  - ES
                  - ET
                  - FI
                  - FJ
                  - FK
                  - FM
                  - FO
                  - FR
                  - GA
                  - GB
                  - GD
                  - GE
                  - GF
                  - GG
                  - GH
                  - GI
                  - GL
                  - GM
                  - GN
                  - GP
                  - GQ
                  - GR
                  - GS
                  - GT
                  - GU
                  - GW
                  - GY
                  - HK
                  - HM
                  - HN
                  - HR
                  - HT
                  - HU
                  - ID
                  - IE
                  - IL
                  - IM
                  - IN
                  - IO
                  - IQ
                  - IS
                  - IT
                  - JE
                  - JM
                  - JO
                  - JP
                  - KE
                  - KG
                  - KH
                  - KI
                  - KM
                  - KN
                  - KR
                  - KW
                  - KY
                  - KZ
                  - LA
                  - LB
                  - LC
                  - LI
                  - LK
                  - LR
                  - LS
                  - LT
                  - LU
                  - LV
                  - MA
                  - MC
                  - MD
                  - ME
                  - MF
                  - MG
                  - MH
                  - MK
                  - ML
                  - MM
                  - MN
                  - MO
                  - MP
                  - MQ
                  - MR
                  - MS
                  - MT
                  - MU
                  - MV
                  - MW
                  - MX
                  - MY
                  - MZ
                  - NA
                  - NC
                  - NE
                  - NF
                  - NG
                  - NI
                  - NL
                  - 'NO'
                  - NP
                  - NR
                  - NU
                  - NZ
                  - OM
                  - PA
                  - PE
                  - PF
                  - PG
                  - PH
                  - PK
                  - PL
                  - PM
                  - PN
                  - PR
                  - PS
                  - PT
                  - PW
                  - PY
                  - QA
                  - RE
                  - RO
                  - RS
                  - RU
                  - RW
                  - SA
                  - SB
                  - SC
                  - SE
                  - SG
                  - SH
                  - SI
                  - SJ
                  - SK
                  - SL
                  - SM
                  - SN
                  - SO
                  - SR
                  - ST
                  - SV
                  - SX
                  - SZ
                  - TC
                  - TD
                  - TF
                  - TG
                  - TH
                  - TJ
                  - TK
                  - TL
                  - TM
                  - TN
                  - TO
                  - TR
                  - TT
                  - TV
                  - TW
                  - TZ
                  - UA
                  - UG
                  - UM
                  - US
                  - UY
                  - UZ
                  - VA
                  - VC
                  - VE
                  - VG
                  - VI
                  - VN
                  - VU
                  - WF
                  - WS
                  - XK
                  - YE
                  - YT
                  - ZA
                  - ZM
                  - ZW
                  - AND
                  - ANT
                  - ARE
                  - AFG
                  - ATG
                  - AIA
                  - ALB
                  - ARM
                  - AGO
                  - ATA
                  - ARG
                  - ASM
                  - AUT
                  - AUS
                  - ABW
                  - ALA
                  - AZE
                  - BIH
                  - BRB
                  - BGD
                  - BEL
                  - BFA
                  - BGR
                  - BHR
                  - BDI
                  - BEN
                  - BLM
                  - BMU
                  - BRN
                  - BOL
                  - BES
                  - BRA
                  - BHS
                  - BTN
                  - BVT
                  - BWA
                  - BLR
                  - BLZ
                  - CAN
                  - CCK
                  - COD
                  - CAF
                  - COG
                  - CHE
                  - CIV
                  - COK
                  - CHL
                  - CMR
                  - CHN
                  - COL
                  - CRI
                  - CPV
                  - CUW
                  - CXR
                  - CYP
                  - CZE
                  - DEU
                  - DJI
                  - DNK
                  - DMA
                  - DOM
                  - DZA
                  - ECU
                  - EST
                  - EGY
                  - ESH
                  - ERI
                  - ESP
                  - ETH
                  - FIN
                  - FJI
                  - FLK
                  - FSM
                  - FRO
                  - FRA
                  - GAB
                  - GBR
                  - GRD
                  - GEO
                  - GUF
                  - GGY
                  - GHA
                  - GIB
                  - GRL
                  - GMB
                  - GIN
                  - GLP
                  - GNQ
                  - GRC
                  - SGS
                  - GTM
                  - GUM
                  - GNB
                  - GUY
                  - HKG
                  - HMD
                  - HND
                  - HRV
                  - HTI
                  - HUN
                  - IDN
                  - IRL
                  - ISR
                  - IMN
                  - IND
                  - IOT
                  - IRQ
                  - ISL
                  - ITA
                  - JEY
                  - JAM
                  - JOR
                  - JPN
                  - KEN
                  - KGZ
                  - KHM
                  - KIR
                  - COM
                  - KNA
                  - KOR
                  - KWT
                  - CYM
                  - KAZ
                  - LAO
                  - LBN
                  - LCA
                  - LIE
                  - LKA
                  - LBR
                  - LSO
                  - LTU
                  - LUX
                  - LVA
                  - MAR
                  - MCO
                  - MDA
                  - MNE
                  - MAF
                  - MDG
                  - MHL
                  - MKD
                  - MLI
                  - MMR
                  - MNG
                  - MAC
                  - MNP
                  - MTQ
                  - MRT
                  - MSR
                  - MLT
                  - MUS
                  - MDV
                  - MWI
                  - MEX
                  - MYS
                  - MOZ
                  - NAM
                  - NCL
                  - NER
                  - NFK
                  - NGA
                  - NIC
                  - NLD
                  - NOR
                  - NPL
                  - NRU
                  - NIU
                  - NZL
                  - OMN
                  - PAN
                  - PER
                  - PYF
                  - PNG
                  - PHL
                  - PAK
                  - POL
                  - SPM
                  - PCN
                  - PRI
                  - PSE
                  - PRT
                  - PLW
                  - PRY
                  - QAT
                  - REU
                  - ROU
                  - SRB
                  - RUS
                  - RWA
                  - SAU
                  - SLB
                  - SYC
                  - SWE
                  - SGP
                  - SHN
                  - SVN
                  - SJM
                  - SVK
                  - SLE
                  - SMR
                  - SEN
                  - SOM
                  - SUR
                  - STP
                  - SLV
                  - SXM
                  - SWZ
                  - TCA
                  - TCD
                  - ATF
                  - TGO
                  - THA
                  - TJK
                  - TKL
                  - TLS
                  - TKM
                  - TUN
                  - TON
                  - TUR
                  - TTO
                  - TUV
                  - TWN
                  - TZA
                  - UKR
                  - UGA
                  - UMI
                  - USA
                  - URY
                  - UZB
                  - VAT
                  - VCT
                  - VEN
                  - VGB
                  - VIR
                  - VNM
                  - VUT
                  - WLF
                  - WSM
                  - UNK
                  - YEM
                  - MYT
                  - ZAF
                  - ZMB
                  - ZWE
                email:
                  description: The applicant's email address.
                  type: string
                entity_type:
                  description: Type of applicant - individual or corporate.
                  type: string
                  enum:
                  - individual
                  - corporate
                referred_by:
                  description: How did the applicant hear about us.
                  type: string
                  nullable: true
                phone_number:
                  description: The applicant's phone number.
                  type: string
                  nullable: true
                contact_name:
                  description: The applicant's name.
                  type: string
                  nullable: true
    delete:
      summary: Delete Form
      description: Deletes the application form with the given ID.
      tags:
      - Form
      x-api-group: Onboard
      security:
      - AuthToken: []
      parameters:
      - name: form_id
        description: Form UUID
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Deletes form
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: object
                    properties:
                      message:
                        type: string
                      form_id:
                        type: string
                        description: Form UUID
                    required:
                    - message
                    - form_id
        '422':
          description: Form is already submitted
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/validation_error_response'
        '404':
          description: Form not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/not_found_response'
components:
  schemas:
    form_with_associations:
      type: object
      properties:
        id:
          type: string
          description: The form's UUID.
        detached_document_ids:
          type: array
          description: List of IDs for any uploaded supporting documents.
          items:
            type: string
        affiliate_code:
          type: string
          description: Client's own use, e.g. to track lead source.
          nullable: true
        agreed_to_marketing_emails:
          type: boolean
          description: Agreed to marketing emails.
        agreed_to_terms_and_conditions:
          type: boolean
          description: Agreed to terms and conditions.
        agreed_to_corporate_authority:
          type: boolean
          description: Confirmed authority to act on behalf of company.
        country:
          description: Home country for individual applicants or country of registered address for corporate applicants. Two or three character ISO country code.
          type: string
        email:
          description: The applicant's email address.
          type: string
        entity_type:
          type: string
          description: Type of applicant - individual or corporate.
        brand_name:
          type: string
        brand_key:
          type: string
        referred_by:
          description: How did the applicant hear about us.
          type: string
          nullable: true
        products_required:
          type: array
          items:
            type: string
        state:
          type: string
        phone_number:
          description: The applicant's phone number.
          type: string
        contact_name:
          description: The applicant's name.
          type: string
        created_at:
          type: string
          format: date-time
          description: Date and time the form was created.
        updated_at:
          type: string
          format: date-time
          description: Date and time the form was last updated.
        business_information:
          description: Further information about corporate applicants.
          $ref: '#/components/schemas/business_information'
        account_usage:
          description: Information about the intended use of the account.
          $ref: '#/components/schemas/account_usage'
        people:
          description: Information about people associated with the application.
          type: array
          items:
            $ref: '#/components/schemas/person'
      required:
      - id
      - agreed_to_marketing_emails
      - agreed_to_terms_and_conditions
      - country
      - entity_type
      - brand_name
      - products_required
      - created_at
      - updated_at
    form:
      type: object
      properties:
        id:
          type: string
          description: The form's UUID.
        detached_document_ids:
          description: List of IDs for any uploaded supporting documents.
          type: array
          items:
            type: string
        affiliate_code:
          description: Client's own use, e.g. to track lead source.
          type: string
          nullable: true
        agreed_to_marketing_emails:
          description: Agreed to marketing emails.
          type: boolean
        agreed_to_terms_and_conditions:
          description: Agreed to terms and conditions.
          type: boolean
        agreed_to_corporate_authority:
          description: Confirmed authority to act on behalf of company.
          type: boolean
        country:
          description: Home country for individual applicant or country of registered address for corporate applicant.
          type: string
        email:
          description: The applicant's email address.
          type: string
        entity_type:
          description: Type of applicant - individual or corporate.
          type: string
        brand_name:
          type: string
        brand_key:
          type: string
        referred_by:
          description: How did the applicant hear about us.
          type: string
          nullable: true
        products_required:
          type: array
          items:
            type: string
        state:
          type: string
        phone_number:
          description: The applicant's phone number.
          type: string
        contact_name:
          type: string
          description: The applicant's name.
        created_at:
          type: string
          format: date-time
          description: Date and time the form was created.
        updated_at:
          type: string
          format: date-time
          description: Date and time the form was last updated.
      required:
      - id
      - agreed_to_marketing_emails
      - agreed_to_terms_and_conditions
      - brand_name
      - country
      - entity_type
      - products_required
      - created_at
      - updated_at
    validation_error_response:
      type: object
      properties:
        status:
          type: string
        error_code:
          type: string
        reason:
          type: string
        error_messages:
          type: object
      required:
      - status
      - error_code
      - reason
      - error_messages
    person:
      type: object
      properties:
        id:
          type: string
        form_id:
          type: string
        document_ids:
          type: array
          description: List of IDs for any uploaded supporting documents.
          items:
            type: string
        roles:
          type: array
          items:
            type: string
        first_name:
          type: string
        middle_name:
          type: string
          nullable: true
        last_name:
          type: string
        dob:
          type: string
          format: date
          nullable: true
        phone_number:
          type: string
          nullable: true
        email:
          type: string
          nullable: true
        ownership_percentage:
          type: number
          minimum: 0
          maximum: 100
        id_number:
          type: string
          nullable: true
        home_country:
          type: string
        passport_number:
          type: string
          nullable: true
        passport_country_of_issue:
          type: string
          nullable: true
        personal_address:
          type: object
          properties:
            city:
              type: string
            street:
              type: string
            country:
              type: string
            postal_code:
              type: string
            apartment_number:
              type: string
              nullable: true
            building_name:
              type: string
              nullable: true
            building_number:
              type: string
              nullable: true
            state_or_province:
              type: string
              nullable: true
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
      required:
      - id
      - roles
      - first_name
      - last_name
      - home_country
    not_found_response:
      type: object
      properties:
        status:
          type: string
        error_code:
          type: string
        reason:
          type: string
        error_messages:
          type: object
          nullable: true
      required:
      - status
      - error_code
      - reason
      - error_messages
    create_form_request:
      type: object
      properties:
        affiliate_code:
          type: string
          description: Client's own use, e.g. to track lead source.
          nullable: true
        agreed_to_marketing_emails:
          type: boolean
          description: Agreed to marketing emails.
        agreed_to_terms_and_conditions:
          type: boolean
          description: Agreed to terms and conditions.
        agreed_to_corporate_authority:
          type: boolean
          description: Confirmed authority to act on behalf of company.
        country:
          description: Home country for individual applicant or country of registered address for corporate applicant.
          type: string
          enum:
          - AD
          - AN
          - AE
          - AF
          - AG
          - AI
          - AL
          - AM
          - AO
          - AQ
          - AR
          - AS
          - AT
          - AU
          - AW
          - AX
          - AZ
          - BA
          - BB
          - BD
          - BE
          - BF
          - BG
          - BH
          - BI
          - BJ
          - BL
          - BM
          - BN
          - BO
          - BQ
          - BR
          - BS
          - BT
          - BV
          - BW
          - BY
          - BZ
          - CA
          - CC
          - CD
          - CF
          - CG
          - CH
          - CI
          - CK
          - CL
          - CM
          - CN
          - CO
          - CR
          - CV
          - CW
          - CX
          - CY
          - CZ
          - DE
          - DJ
          - DK
          - DM
          - DO
          - DZ
          - EC
          - EE
          - EG
          - EH
          - ER
          - ES
          - ET
          - FI
          - FJ
          - FK
          - FM
          - FO
          - FR
          - GA
          - GB
          - GD
          - GE
          - GF
          - GG
          - GH
          - GI
          - GL
          - GM
          - GN
          - GP
          - GQ
          - GR
          - GS
          - GT
          - GU
          - GW
          - GY
          - HK
          - HM
          - HN
          - HR
          - HT
          - HU
          - ID
          - IE
          - IL
          - IM
          - IN
          - IO
          - IQ
          - IS
          - IT
          - JE
          - JM
          - JO
          - JP
          - KE
          - KG
          - KH
          - KI
          - KM
          - KN
          - KR
          - KW
          - KY
          - KZ
          - LA
          - LB
          - LC
          - LI
          - LK
          - LR
          - LS
          - LT
          - LU
          - LV
          - MA
          - MC
          - MD
          - ME
          - MF
          - MG
          - MH
          - MK
          - ML
          - MM
          - MN
          - MO
          - MP
          - MQ
          - MR
          - MS
          - MT
          - MU
          - MV
          - MW
          - MX
          - MY
          - MZ
          - NA
          - NC
          - NE
          - NF
          - NG
          - NI
          - NL
          - 'NO'
          - NP
          - NR
          - NU
          - NZ
          - OM
          - PA
          - PE
          - PF
          - PG
          - PH
          - PK
          - PL
          - PM
          - PN
          - PR
          - PS
          - PT
          - PW
          - PY
          - QA
          - RE
          - RO
          - RS
          - RU
          - RW
          - SA
          - SB
          - SC
          - SE
          - SG
          - SH
          - SI
          - SJ
          - SK
          - SL
          - SM
          - SN
          - SO
          - SR
          - ST
          - SV
          - SX
          - SZ
          - TC
          - TD
          - TF
          - TG
          - TH
          - TJ
          - TK
      

# --- truncated at 32 KB (43 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/currencycloud/refs/heads/main/openapi/currencycloud-form-api-openapi.yml