JPMorgan Chase

Documents API

Manage your documents programmatically. Generate new documents and retrieve documents relevant to your accounts. This allows you to obtain important documentation with ease.

Documentation GitHub OpenAPI

Operations 4

POST /documents Upload document #

GET /documents List document details #

GET /documents/{id} Get document details #

GET /documents/{id}/file Download a document #

Documentation

📖

Documentation

https://developer.payments.jpmorgan.com/api

📖

APIReference

https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fembedded-finance-solutions%2Fembedded-payments%2Fembedded-payments%2Fdocuments.md

Specifications

⚙

OpenAPI

https://raw.githubusercontent.com/api-evangelist/jp-morgan-chase/refs/heads/main/openapi/jp-morgan-chase-documents-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Jp Morgan Chase Documents API
  contact:
    name: JPMC Technical Services Support
  version: '1.0'
  description: 'Operations tagged Documents across 2 of this provider''s published API definitions: jp-morgan-chase-digital-onboarding-api-openapi.yml, jp-morgan-chase-documents-api-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.payments.jpmorgan.com/onboarding/v1
  description: PRODUCTION-MTLS
- url: https://api-sandbox.payments.jpmorgan.com/onboarding/v1
  description: CLIENT TESTING-MTLS
- url: https://api-mock.payments.jpmorgan.com/onboarding/v1
  description: MOCK
- url: https://api.payments.jpmorgan.com/embedded/v1
  description: PRODUCTION - MTLS
- url: https://api-mock.payments.jpmorgan.com/embedded/v1
  description: MOCK
- url: https://api-sandbox.payments.jpmorgan.com/embedded/v1
  description: CLIENT TESTING - MTLS
tags:
- name: Documents
  description: Manage document upload and retrieval.
paths:
  /documents:
    post:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/IdempotencyKey'
      summary: Upload document
      description: 'This section allows the user to attach the binary file upload and meta-data associated with the document.

        '
      operationId: smbdo-uploadDocument
      tags:
      - Documents
      requestBody:
        description: 'This section allows the user to attach the binary file upload and meta-data associated with the document.

          '
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                file:
                  type: string
                  format: binary
                documentData:
                  description: The document metadata.
                  type: string
                  example: '{"documentType":"DRIVERS_LICENSE","documentRequestId":"50002"}'
              required:
              - file
              - documentData
      responses:
        '201':
          description: Upload Successful.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentResponse'
              examples:
                DocumentsRes:
                  $ref: '#/components/examples/DocumentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '409':
          $ref: '#/components/responses/409'
        '422':
          $ref: '#/components/responses/422'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
      security:
      - Certs: []
        Token: []
      - Certs: []
      - BearerAuth: []
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/ClientIdQuery'
      - $ref: '#/components/parameters/PartyIdQuery'
      - $ref: '#/components/parameters/PageNumber'
      - $ref: '#/components/parameters/PageSize'
      tags:
      - Documents
      summary: List document details
      description: 'Retrieves a list of document details.

        '
      operationId: smbdo-getAllDocumentDetails
      responses:
        '200':
          description: Ok.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ListDocumentsResponse'
              examples:
                ListDocumentsRes:
                  $ref: '#/components/examples/ListDocumentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
      security:
      - Certs: []
        Token: []
      - Certs: []
      - BearerAuth: []
    servers:
    - url: https://api.payments.jpmorgan.com/onboarding/v1
      description: PRODUCTION-MTLS
    - url: https://api-sandbox.payments.jpmorgan.com/onboarding/v1
      description: CLIENT TESTING-MTLS
    - url: https://api-mock.payments.jpmorgan.com/onboarding/v1
      description: MOCK
  /documents/{id}:
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - in: path
        name: id
        description: Unique document identifier.
        example: 62d29548-f55a-458e-b9bb-ed32a6a05a1b
        schema:
          type: string
        required: true
      tags:
      - Documents
      summary: Get document details
      description: 'Retrieve details of a document.

        '
      operationId: smbdo-getDocumentDetail
      responses:
        '200':
          description: Ok.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DocumentResponse'
              examples:
                DocumentsRes:
                  $ref: '#/components/examples/DocumentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
      security:
      - Certs: []
        Token: []
      - Certs: []
      - BearerAuth: []
    servers:
    - url: https://api.payments.jpmorgan.com/onboarding/v1
      description: PRODUCTION-MTLS
    - url: https://api-sandbox.payments.jpmorgan.com/onboarding/v1
      description: CLIENT TESTING-MTLS
    - url: https://api-mock.payments.jpmorgan.com/onboarding/v1
      description: MOCK
  /documents/{id}/file:
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - in: path
        name: id
        description: Unique Document identifier.
        example: 745ed6ce-c9e4-4d89-a1f9-74865e12cfc6
        schema:
          type: string
        required: true
      tags:
      - Documents
      summary: Download a document
      description: Download a document using its unique identifier.
      operationId: smbdo-downloadDocument
      responses:
        '200':
          description: Ok.
          content:
            application/pdf:
              schema:
                type: string
                format: byte
            image/png:
              schema:
                type: string
                format: byte
            image/jpeg:
              schema:
                type: string
                format: byte
            image/heic:
              schema:
                type: string
                format: byte
            application/csv:
              schema:
                type: string
            application/json:
              schema:
                type: object
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
      security:
      - Certs: []
        Token: []
      - Certs: []
      - BearerAuth: []
    servers:
    - url: https://api.payments.jpmorgan.com/onboarding/v1
      description: PRODUCTION-MTLS
    - url: https://api-sandbox.payments.jpmorgan.com/onboarding/v1
      description: CLIENT TESTING-MTLS
    - url: https://api-mock.payments.jpmorgan.com/onboarding/v1
      description: MOCK
components:
  schemas:
    DocumentTypeSmbdo:
      type: string
      description: Supported document types
      enum:
      - ANNUAL_FILINGS
      - ARTICLES_OF_ASSOCIATION
      - ARTICLES_OF_INCORPORATION
      - BANK_STATEMENT
      - BANKING_LICENSE
      - BEARER_SHARES_ATTESTATION
      - BENEFICIAL_OWNER_INFORMATION
      - BRAND_LOGO
      - BULK_MIGRATION
      - BUSINESS_LICENSE
      - BUSINESS_REGISTRATION_CERT
      - CERTIFICATE_OF_GOOD_STANDING
      - CERTIFICATE_OF_STATUS
      - COMMERCIAL_REGISTRY
      - CONSTITUTIONAL_DOCUMENT
      - CREDIT_CARD_STATEMENT
      - DETAILS_OF_DIRECTORS
      - DISCLOSURE_AND_CONSENT
      - DRIVERS_LICENSE
      - EIN
      - EVIDENCE
      - FILING_RECEIPT
      - GOV_ISSUED_ID_CARD
      - GOVERNMENT_REGISTERED_DOCUMENT
      - IDENTIFICATION_DOCUMENT
      - INCUMBENCY_CERTIFICATE
      - INSURANCE_DOCUMENT
      - IRS_DOCUMENT_TIN
      - JPMC_DISCLOSURE
      - LEGAL_DOCUMENTS
      - LLC_AGREEMENT
      - LOAN_ACCOUNT_STATEMENT
      - MAA
      - MOA
      - OFFERING_MEMO
      - OPERATING_AGREEMENT
      - OTHER_GOV_REGISTRATION_DOCS
      - OWNERSHIP_ATTESTATION
      - PARTNERSHIP_AGREEMENT
      - PASSPORT
      - SEC_FILINGS_10K
      - SIGNATURE_CARD
      - SSN_CARD
      - STANDARD_OPERATING_PROCEDURE
      - SUPPORT_CONTACT
      - TAX_DOCUMENT
      - TERMS_CONDITIONS
      - TRUST_AGREEMENT
      - TRUST_DEED
      - UTILITY_BILL
    DocumentMetadataSmbdo:
      type: object
      properties:
        key:
          $ref: '#/components/schemas/DocumentMetadataKeyEnum'
        value:
          type: string
          example: 73bd1c1d-6635-43ff-a8e5-b252926bdd9e
    ApiErrorContext:
      description: Context of the API error.
      type: object
      required:
      - message
      properties:
        code:
          type: string
          description: Short code that identifies the error - publicly cataloged and documented
          example: '11000'
        location:
          type: string
          enum:
          - BODY
          - QUERY
          - PATH
          - HEADER
          example: BODY
          description: Part of the request which is responsible for the reason
        field:
          type: string
          description: The location of the property or parameter in error
        message:
          type: string
          example: The server can not find the requested resource.
          description: Message describing the reason.
    DocumentResponse:
      type: object
      properties:
        id:
          type: string
          format: uuid
        documentType:
          $ref: '#/components/schemas/DocumentTypeSmbdo'
        metadata:
          type: array
          items:
            $ref: '#/components/schemas/DocumentMetadataSmbdo'
          minItems: 0
          maxItems: 50
      required:
      - id
      - documentType
      - metadata
    ListDocumentsResponse:
      type: object
      properties:
        metadata:
          $ref: '#/components/schemas/PageMetaData'
        documentDetails:
          type: array
          items:
            $ref: '#/components/schemas/DocumentResponse'
          minItems: 0
          maxItems: 100
    schemas-ApiError:
      description: An API error.
      type: object
      required:
      - title
      - httpStatus
      properties:
        title:
          type: string
          description: Short humanly-readable title of the error
          example: BAD_REQUEST
        httpStatus:
          type: integer
          description: HTTP status code
          example: 422
        traceId:
          type: string
          description: Internal assigned traced identifier
        requestId:
          type: string
          description: Client provided request identifier
        context:
          type: array
          items:
            $ref: '#/components/schemas/ApiErrorContext'
          description: Provides additional context and detail on the errors
          minItems: 0
          maxItems: 100
    ClientId:
      description: A client's unique ID
      example: '9000000333'
      type: string
      maxLength: 10
    PageMetaData:
      description: Page metadata.
      type: object
      properties:
        page:
          type: integer
          format: int32
          example: 0
          description: 'Page number.

            '
          minimum: 0
          maximum: 2147483647
        limit:
          type: integer
          format: int32
          example: 25
          description: 'Number of records per page.

            '
          minimum: 1
          maximum: 25
        total:
          type: integer
          format: int64
          example: 340
          description: 'Total number of items.

            '
          minimum: 0
          maximum: 9999999999
    DocumentMetadataKeyEnum:
      type: string
      enum:
      - DOCUMENT_REQUEST_ID
      - PARTY_ID
      - FILE_EXTENSION
      - COUNTRY
      - STATUS
      - UPLOAD_TIME
      - UPLOADED_FILE_NAME
      example: DOCUMENT_REQUEST_ID
    ApiError:
      type: object
      required:
      - title
      - httpStatus
      - error
      properties:
        title:
          type: string
          minLength: 1
          maxLength: 512
          description: Short humanly-readable title of the error
          example: BAD REQUEST
        httpStatus:
          type: integer
          minimum: 100
          maximum: 599
          format: int32
          description: HTTP status code
          example: 422
        traceId:
          type: string
          minLength: 0
          maxLength: 512
          description: Internal assigned traced identifier
        requestId:
          type: string
          minLength: 0
          maxLength: 512
          description: Client provided request identifier
        context:
          type: array
          items:
            $ref: '#/components/schemas/ApiErrorReasonV2'
          description: Provides additional context and detail on the validation errors
          minItems: 0
          maxItems: 100
    CreateDocumentResponse:
      type: object
      required:
      - id
      - type
      properties:
        id:
          type: string
          description: Unique document identifier
          example: 89eb5ab2-d688-43be-9b6d-a21dc87750b1
        type:
          type: string
          description: Document type (only ACCOUNT_CONFIRMATION_LETTER is currently supported)
          example: ACCOUNT_CONFIRMATION_LETTER
        parameters:
          $ref: '#/components/schemas/DocumentParameters'
    ApiErrorReasonV2:
      type: object
      description: Schema representing detailed reasons for an API error, including code, location, and message.
      required:
      - message
      properties:
        code:
          type: string
          example: '11000'
          description: Short code that identifies the error - publicly cataloged and documented
          minLength: 0
          maxLength: 5
        location:
          type: string
          enum:
          - BODY
          - QUERY
          - PATH
          - HEADER
          example: BODY
          description: Part of the request which is responsible for the reason
        field:
          type: string
          description: The location of the property or parameter in error
          minLength: 0
          maxLength: 512
        message:
          type: string
          example: Client with ID 0031234567 does not exist.
          description: Message describing the reason. This message can typically be displayed to your platform's users, except in cases specified otherwise
          minLength: 0
          maxLength: 2048
    DocumentParameters:
      type: object
      properties:
        accountId:
          type: string
          description: Unique account identifier
          example: f5246c6eb2c742a19c9c79327a769708
    FileDownloadData:
      type: string
      format: byte
      description: Document binary data
    CreateDocumentRequest:
      type: object
      required:
      - type
      properties:
        type:
          type: string
          description: Document type (only ACCOUNT_CONFIRMATION_LETTER is currently supported)
          example: ACCOUNT_CONFIRMATION_LETTER
        parameters:
          $ref: '#/components/schemas/DocumentParameters'
  parameters:
    ClientIdQuery:
      name: clientId
      in: query
      description: Unique Client identifier.
      required: false
      example: '3000000001'
      schema:
        $ref: '#/components/schemas/ClientId'
    PartyIdQuery:
      name: partyId
      in: query
      description: Unique Party identifier.
      required: false
      example: '2000000555'
      schema:
        type: string
        maxLength: 10
    PageSize:
      name: limit
      in: query
      description: Number of records per page.
      required: false
      schema:
        type: integer
        format: int32
        minimum: 1
        maximum: 25
        default: 25
    PageNumber:
      name: page
      in: query
      description: Page number.
      required: false
      schema:
        type: integer
        format: int32
        default: 0
        minimum: 0
        maximum: 2147483647
    TokenInHeader:
      name: token
      in: header
      description: JWT Client token
      required: false
      schema:
        type: string
        minLength: 1
        maxLength: 8192
    IdempotencyKey:
      name: Idempotency-Key
      in: header
      description: 'Client generated unique idempotency key used in recognizing consecutive retries of the same request

        **Usage of V4 UUIDs is recommended.**'
      required: false
      schema:
        title: Idempotency Key
        description: 'A unique string that enables the API support idempotency by safely retrying requests without accidentally

          performing the same operation twice.'
        type: string
        minLength: 1
        maxLength: 36
        example: 1b036f9c-8c84-4ce6-b1dd-5979472945a1
    documentIdInPath:
      name: id
      in: path
      description: Unique document identifier
      schema:
        type: string
      required: true
      example: 89eb5ab2-d688-43be-9b6d-a21dc87750b1
  responses:
    '403':
      description: Forbidden - Unauthorized Access
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Forbidden
            httpStatus: 403
            context:
            - message: Platform is not authorized to access client.
    '500':
      description: Internal Server Error - Generic Error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Internal Server Error
            httpStatus: 500
            context:
            - message: Something went wrong. Please try again later.
    '400':
      description: Bad Request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Invalid Data
            httpStatus: 400
            context:
            - code: '10104'
              message: Client with ID [3000005555] does not exist.
              location: BODY
              field: clientId
    '401':
      description: Unauthenticated
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Unauthorized
            httpStatus: 401
            context:
            - message: Provided token does not follow required JWT format. It may also be missing mandatory parts
    '409':
      description: Conflict - Concurrent request detected
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Conflict
            httpStatus: 409
            context:
            - message: Concurrent request detected for clientId [3000005555]. Please try again later.
    '503':
      description: Service Unavailable - API Processing Error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Service Unavailable
            httpStatus: 503
            context:
            - message: Service unavailable.
    '404':
      description: No data found for the criteria specified
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Not Found
            httpStatus: 404
            context:
            - message: Party with ID [2000000555] not found.
    '422':
      description: Request could not be processed due to semantic errors. Check error response.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/schemas-ApiError'
          example:
            title: Unprocessable Entity
            httpStatus: 422
            context:
            - message: Unable to perform Client Verification for clientId [3000005555] due to its Status.
    '503_2':
      description: Service Unavailable
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ApiError'
          examples:
            Error:
              description: Service Unavailable
              summary: Service Unavailable
              value:
                title: Service Unavailable
                httpStatus: 503
                error: SERVICE_UNAVAILABLE
    '500_2':
      description: Internal Server Error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ApiError'
          examples:
            Error:
              description: Internal Server Error
              summary: Internal Server Error
              value:
                title: Internal Server Error
                httpStatus: 500
                error: INTERNAL_SERVER_ERROR
    '404_2':
      description: Service Unavailable
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ApiError'
          examples:
            Error:
              description: Not Found
              summary: Not Found
              value:
                title: Not Found
                httpStatus: 404
                error: NOT_FOUND
    '400_2':
      description: Bad Request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ApiError'
          examples:
            Error:
              description: Bad Request
              summary: Bad Request
              value:
                title: Bad Request
                httpStatus: 400
                error: BAD_REQUEST
    '401_2':
      description: Unauthorized
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ApiError'
          examples:
            Error:
              description: Unauthorized
              summary: Unauthorized
              value:
                title: Unauthorized Request
                httpStatus: 401
                error: UNAUTHORIZED
    '403_2':
      description: Forbidden
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ApiError'
          examples:
            Error:
              description: Forbidden
              summary: Forbidden
              value:
                title: Forbidden
                httpStatus: 403
                error: FORBIDDEN
  examples:
    DocumentsResponse:
      summary: Document details for given document upload
      description: Document details for document that was uploaded
      value:
        id: cd03133b-21e6-4d60-85aa-3eee61939b2e
        documentType: PASSPORT
        metadata:
        - key: STATUS
          value: ACTIVE
        - key: UPLOADED_FILE_NAME
          value: passport.png
        - key: FILE_EXTENSION
          value: png
        - key: DOCUMENT_REQUEST_ID
          value: '50000'
        - key: UPLOAD_TIME
          value: '2024-04-01T21:14:38.474Z'
    ListDocumentsResponse:
      summary: List of document details
      description: A list of document details
      value:
        metadata:
          page: 0
          limit: 25
          total: 1
        documentDetails:
        - id: 62d29548-f55a-458e-b9bb-ed32a6a05a1b
          documentType: TERMS_CONDITIONS
          metadata:
          - key: DOCUMENT_REQUEST_ID
            value: '3000001'
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
x-refined-from:
- jp-morgan-chase-digital-onboarding-api-openapi.yml
- jp-morgan-chase-documents-api-openapi.yml
x-jpmc-securityDefinitions:
  JPMC-OAuth2:
    jpmc-claims:
      jpmc-roles: []
x-jpmc-security:
- JPMC-OAuth2:
    jpmc-claims:
      jpmc-roles: []