JPMorgan Chase Clients API

Onboard and manage clients.

Operations 6

GET /clients List clients #
POST /clients Create client #
GET /clients/{id} Get client #
POST /clients/{id} Update client #
PATCH /clients/{id} Update client #
POST /clients/{id}/verifications Perform client verifications #

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%2Fonboarding-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Foptimization-protection%2Fconsumer-profile%2Fconsumer-profile-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Foptimization-protection%2Ftokenization%2Ftokenization-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Foptimization-protection%2Freporting%2Freporting-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Ftreasury%2Freceivables%2Frequest-to-pay-api.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Fonline-payments%2Fcheckout%2Fcheckout-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Fdispute-management%2Fdispute-management-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Ffraud-solutions%2Falerts-and-decisioning%2Foas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Fproduct-configuration%2Fproduct-configuration-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Foptimization-protection%2F3-d-secure%2F3-d-secure-1.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Foptimization-protection%2Faccount-updater%2Faccount-updater-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Ftreasury%2Fglobal-payments%2Fglobal-payments%2Fglobal-payments-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fliquidity-account-solutions%2Fbda-balances%2Faccounts-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Ffraud-solutions%2Fvalidation-services%2Fvalidation-services-oas.md
📖
APIReference
https://developer.payments.jpmorgan.com/api/llm-content?path=en%2Fapi%2Fcommerce%2Foptimization-protection%2Fwallet-decryption%2Fwallet-decryption-oas.md

Specifications

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this
  • find_apisBrowse and filter every API in the catalog.
  • get_api_artifactsOne API's artifacts, grouped by type.
  • get_openapiThe primary OpenAPI for this API.
  • find_similar_apisAPIs that look like this one.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This API
curl "https://apis.io/api/v1/apis/jp-morgan-chase-clients-api"
All apis
curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

jp-morgan-chase-clients-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Digital Onboarding Clients API
  version: 1.0.18
  description: Streamline your client onboarding process to create, update, and manage clients, parties, documents, and due diligence requirements in a fully digital workflow so you can automate Know Your Customer (KYC), document collection, and compliance tasks directly from your own platform.
  contact:
    name: JPMC Technical Services Support
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
security:
- Certs: []
  Token: []
- Certs: []
- BearerAuth: []
tags:
- name: Clients
  description: Onboard and manage clients.
paths:
  /clients:
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/PageSize'
      - $ref: '#/components/parameters/PageNumber'
      summary: List clients
      description: Returns a list of clients associated with your platform.
      operationId: smbdo-listClients
      tags:
      - Clients
      responses:
        '200':
          description: Ok.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientListResponse'
              examples:
                ClientListResponse:
                  $ref: '#/components/examples/ClientListResponse'
        '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'
    post:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/IdempotencyKey'
      summary: Create client
      description: Creates a client.
      operationId: smbdo-postClients
      tags:
      - Clients
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateClientRequestSmbdo'
            examples:
              CreateClient:
                $ref: '#/components/examples/CreateClient'
              CreateClientForCAMerchantServices:
                $ref: '#/components/examples/CreateClientForCAMerchantServices'
      responses:
        '201':
          description: Created.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientUpdatedResponse'
              examples:
                CreateClientResponse:
                  $ref: '#/components/examples/CreateClientResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '409':
          $ref: '#/components/responses/409'
        '422':
          $ref: '#/components/responses/422'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
  /clients/{id}:
    get:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - name: id
        in: path
        description: Unique identifier for a client.
        required: true
        style: simple
        schema:
          type: string
          maxLength: 10
        example: '1000010400'
      summary: Get client
      description: Retrieve client details by its ID.
      operationId: smbdo-getClient
      tags:
      - Clients
      responses:
        '200':
          description: Created.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientResponse'
              examples:
                GetClientResponse:
                  $ref: '#/components/examples/GetClientResponse'
        '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'
    post:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/IdempotencyKey'
      - name: id
        in: path
        description: Unique identifier for a client.
        required: true
        style: simple
        schema:
          type: string
          maxLength: 10
        example: '1000010400'
      summary: Update client
      description: Updates a client.
      operationId: smbdo-updateClientLegacy
      tags:
      - Clients
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateClientRequestSmbdo'
            examples:
              UpdateClient:
                $ref: '#/components/examples/UpdateClient'
              UpdateClientCA:
                $ref: '#/components/examples/UpdateClientCA'
      responses:
        '200':
          description: OK.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientUpdatedResponse'
              examples:
                UpdateClientResponse:
                  $ref: '#/components/examples/UpdateClientResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '409':
          $ref: '#/components/responses/409'
        '422':
          $ref: '#/components/responses/422'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
    patch:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/IdempotencyKey'
      - name: id
        in: path
        description: Unique identifier for a client.
        required: true
        style: simple
        schema:
          type: string
          maxLength: 10
        example: '1000010400'
      summary: Update client
      description: Updates a client.
      operationId: smbdo-updateClient
      tags:
      - Clients
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateClientRequestSmbdo'
            examples:
              UpdateClient:
                $ref: '#/components/examples/UpdateClient'
              UpdateClientCA:
                $ref: '#/components/examples/UpdateClientCA'
      responses:
        '200':
          description: OK.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientUpdatedResponse'
              examples:
                UpdateClientResponse:
                  $ref: '#/components/examples/UpdateClientResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '409':
          $ref: '#/components/responses/409'
        '422':
          $ref: '#/components/responses/422'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
  /clients/{id}/verifications:
    post:
      parameters:
      - $ref: '#/components/parameters/TokenInHeader'
      - $ref: '#/components/parameters/IdempotencyKey'
      - name: id
        in: path
        description: Unique identifier for a client.
        required: true
        style: simple
        schema:
          type: string
          maxLength: 10
        example: '1000010400'
      summary: Perform client verifications
      description: Performs client verifications
      operationId: smbdo-postClientVerifications
      tags:
      - Clients
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ClientVerificationRequest'
            examples:
              ClientVerificationRequest:
                $ref: '#/components/examples/ClientVerificationRequest'
              ClientVerificationRequestWithConsumerDevice:
                $ref: '#/components/examples/ClientVerificationRequestWithConsumerDevice'
      responses:
        '202':
          $ref: '#/components/responses/202_verifications'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '404':
          $ref: '#/components/responses/404'
        '409':
          $ref: '#/components/responses/409'
        '422':
          $ref: '#/components/responses/422'
        '500':
          $ref: '#/components/responses/500'
        '503':
          $ref: '#/components/responses/503'
components:
  schemas:
    ClientProductList:
      description: A list of product selections.
      type: array
      items:
        $ref: '#/components/schemas/ClientProduct'
      minItems: 1
      maxItems: 50
    SocialMediaList:
      description: The entity's social media profiles.
      deprecated: true
      type: array
      items:
        $ref: '#/components/schemas/SocialMedia'
      minItems: 0
      maxItems: 3
    BirthDate:
      type: string
      format: date
      example: '1983-02-08'
      description: 'The date of birth (yyyy-MM-dd) of the individual in case of party type being an individual.

        '
    OrganizationDetailsRequired:
      allOf:
      - $ref: '#/components/schemas/OrganizationDetails'
      required:
      - organizationName
      - organizationType
    SoleOwner:
      type: boolean
    ClientVerificationResponse:
      type: object
      properties:
        acceptedAt:
          description: The timestamp when the request to start verification was accepted.
          type: string
          format: date-time
        consumerDevice:
          $ref: '#/components/schemas/ConsumerDevice'
    IndividualDetailsRequired:
      allOf:
      - $ref: '#/components/schemas/IndividualDetails'
      required:
      - firstName
      - lastName
    NameSuffix:
      type: string
      minLength: 1
      maxLength: 5
      description: The name suffix used by the party
    QuestionIdList:
      description: A list of question IDs.
      type: array
      items:
        $ref: '#/components/schemas/QuestionId'
      minItems: 0
      maxItems: 200
    AmexOptBlueServiceEstablishmentNumber:
      description: 'Unique identifier assigned to a merchant/business that participates in the American Express OptBlue program

        '
      type: string
    JcbAccepted:
      description: 'Indicates if the merchant will accept JCB cards. Required American Express OptBlue is selected in Australia, New Zealand, or Canada.

        '
      type: boolean
    UpdatePartyRequestInline:
      description: Update a party inline within the clients API by supplying its ID.
      type: object
      properties:
        access:
          $ref: '#/components/schemas/AccessList'
        id:
          $ref: '#/components/schemas/PartyId'
        email:
          $ref: '#/components/schemas/Email'
        roles:
          $ref: '#/components/schemas/PartyRoleList'
        individualDetails:
          $ref: '#/components/schemas/IndividualDetails'
        organizationDetails:
          $ref: '#/components/schemas/OrganizationDetails'
        preferences:
          description: The preferences of the party.
          type: object
          properties:
            defaultLanguage:
              $ref: '#/components/schemas/DefaultLanguagePreferenceEnum'
    ExternalId:
      type: string
      minLength: 1
      maxLength: 50
      description: ID in external system.
    ClientQuestionResponse:
      description: The client's response to a question.
      type: object
      properties:
        questionId:
          $ref: '#/components/schemas/QuestionId'
        values:
          $ref: '#/components/schemas/ResponseValueList'
    MiddleName:
      type: string
      minLength: 1
      maxLength: 30
      example: More
      description: 'Middle name of the individual in case of party type being an individual. The format is enforced with the pattern `^[a-zA-Z0-9\(\)_\/\&\+\%\@\#\;\,\.\:\ \-\'']*$`.

        '
    OrganizationName:
      type: string
      example: Feltz Printing Service
      description: 'The organization''s legal name. It is the official name of the person or entity that owns a company. Must be the name used on the legal party''s government forms and business paperwork

        '
      minLength: 1
      maxLength: 500
    NetworkRegistrationCurrencyCode:
      description: 'The merchant''s preferred currency for transactions. Required when AMEX_OPT_BLUE is selected.

        '
      type: string
      enum:
      - GBP
      - USD
      - CAD
      - EUR
    PartyType:
      type: string
      description: The party type
      enum:
      - INDIVIDUAL
      - ORGANIZATION
    VisaDebitAcceptance:
      type: string
      description: The type of Visa debit card acceptance. Required when VISA is selected.
      enum:
      - DEBIT_NOT_ACCEPTED
      - DEBIT_ACCEPTED_CARD_PRESENT
      - DEBIT_ACCEPTED_CARD_NOT_PRESENT
      - DEBIT_ACCEPTED_ALL
      x-enum-varnames:
      - DEBIT_NOT_ACCEPTED
      - DEBIT_ACCEPTED_CARD_PRESENT
      - DEBIT_ACCEPTED_CARD_NOT_PRESENT
      - DEBIT_ACCEPTED_ALL
    IndividualJobTitleDescription:
      type: string
      example: Acting CEO
      minLength: 0
      maxLength: 50
      description: 'If `jobTitle` is Other, then job title description is required.

        '
    ResponseValueList:
      description: 'The values of a question response. Each item is a string that will be validated according to the question''s responseSchema.

        '
      type: array
      items:
        type: string
      minItems: 1
      maxItems: 20
    OrganizationIdentityDto:
      type: object
      description: The tax ID of the organization.
      properties:
        description:
          deprecated: true
          description: Description of the ID.
          type: string
          minLength: 1
          maxLength: 255
        idType:
          description: The ID type
          type: string
          enum:
          - EIN
          - BUSINESS_REGISTRATION_ID
          - BUSINESS_NUMBER
          - BUSINESS_REGISTRATION_NUMBER
        value:
          description: Please enter a valid Government ID value. EIN must be of 9 numeric digits for US. The length for other Government ID values >= 1 characters<= 100 characters
          type: string
          pattern: ^[A-Za-z0-9\-\/\.\s\+&]*$
          minLength: 1
          maxLength: 100
        issuer:
          type: string
          description: Issuing authority
          example: US
          minLength: 2
          maxLength: 2
        expiryDate:
          type: string
          format: date
          deprecated: true
      required:
      - idType
      - value
      - issuer
    ValidationType:
      description: 'The type of validation process.

        | Type | Description |

        | -- | -- |

        | ENTITY_VALIDATION | Validation of the party identity. |

        | LIVENESS_CHECK | Validation of the liveliness of an individual party. This validation can be completed with a LIVENESS_CHECK-type party session. |

        '
      type: string
      enum:
      - ENTITY_VALIDATION
      - LIVENESS_CHECK
    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.
    ClientUpdatedResponse:
      allOf:
      - $ref: '#/components/schemas/ClientResponse'
      type: object
      properties:
        consumerDevice:
          $ref: '#/components/schemas/ConsumerDevice'
    Attestation:
      description: The attesting of presented legal statements. Either "attester" or "attesterFullName" is required.
      type: object
      properties:
        attester:
          $ref: '#/components/schemas/Attester'
        attesterFullName:
          deprecated: true
          description: The full name of an individual.
          type: string
        attestationTime:
          type: string
          format: date-time
          example: '2017-07-21T17:32:28.000Z'
        documentId:
          $ref: '#/components/schemas/DocumentId'
        ipAddress:
          description: IPv4 Address.
          type: string
          format: ipv4
      required:
      - attestationTime
      - documentId
      - ipAddress
    AttestationRemoval:
      description: Describes which attestation to remove. An existing attestation with a matching `documentId` will be removed.
      type: object
      properties:
        documentId:
          $ref: '#/components/schemas/DocumentId'
      required:
      - documentId
    ClientResponse:
      type: object
      properties:
        attestations:
          type: array
          deprecated: true
          items:
            $ref: '#/components/schemas/Attestation'
          minItems: 0
          maxItems: 10
        consumerDevice:
          $ref: '#/components/schemas/ConsumerDevice'
        createdAt:
          type: string
          format: date-time
          description: Date and time when the client was created
        id:
          $ref: '#/components/schemas/ClientId'
        parties:
          type: array
          items:
            $ref: '#/components/schemas/PartyResponse'
          minItems: 0
        partyId:
          $ref: '#/components/schemas/PartyId'
        products:
          $ref: '#/components/schemas/ClientProductList'
        outstanding:
          type: object
          properties:
            attestationDocumentIds:
              $ref: '#/components/schemas/DocumentIdList'
            documentRequestIds:
              $ref: '#/components/schemas/DocumentRequestIdList'
            questionIds:
              $ref: '#/components/schemas/QuestionIdList'
            partyIds:
              $ref: '#/components/schemas/PartyIdList'
            partyRoles:
              $ref: '#/components/schemas/PartyRoleList'
        questionResponses:
          type: array
          items:
            $ref: '#/components/schemas/ClientQuestionResponse'
          minItems: 0
          maxItems: 200
        results:
          $ref: '#/components/schemas/ClientResults'
        status:
          $ref: '#/components/schemas/ClientStatus'
      required:
      - id
      - partyId
      - products
      - outstanding
      - status
    IndividualJobTitle:
      type: string
      example: CEO
      description: 'Job title in the case of party type being an `INDIVIDUAL`. Job title is a required field for controllers, beneficial owners, and decision makers. Allowed values are: `CEO`, `CFO`, `COO`, `President`, `Chairman`, `Senior Branch Manager`, `Other`.

        '
      minLength: 1
      maxLength: 40
    PartyRoleList:
      description: 'A list of party roles.

        - `CLIENT`: A party that is the business entity. Only one party under a client may have this role. No other role can be specified alongside `CLIENT`.

        - `CONTROLLER`: Individuals with significant responsibility to control, manage, or direct a legal entity customer, including an executive officer or senior manager or any other individual who regularly performs similar functions.

        - `BENEFICIAL_OWNER`: Individual who either directly or indirectly holds ultimate ownership (>=25%) of the equity interest of the customer through all intermediary ownership layers.

        - `DIRECTOR`: Key senior officers who, for corporations, are generally the CEO, CFO, COO, Chairman, President, or anyone performing a similar function. For privately held companies, these controllers are generally the senior management team.

        - `PRIMARY_CONTACT`: The primary contact of the business entity.

        - `DECISION_MAKER`: Deprecated.

        - `AUTHORIZED_USER`: Individuals empowered to perform operational tasks, make decisions, and interact with the entity''s systems on behalf of the organization.

        '
      type: array
      items:
        $ref: '#/components/schemas/Role'
      minItems: 0
      maxItems: 10
    PubliclyTraded:
      title: Public Trading
      description: 'Provide details for stock exchange and ticker symbol if your organization is a publicly traded company.

        If your organization is a subsidiary use these fields to provide details of the parent organization. If

        your organization is listed on multiple stock exchanges provide the highest priority listing by order:

        - "XNYS" for the New York Stock Exchange or "XNAS" for NASDAQ.

        - One of the exchanges listed in [Publicly Traded Companies](https://developer.payments.jpmorgan.com/docs/commerce/optimization-protection/capabilities/digital-onboarding/how-to/publicly-traded-companies)

        - Other

        '
      type: object
      properties:
        tickerSymbol:
          description: The official ticker symbol assigned to the organization for the provided "stockExchange" field. This typically consists of 3 to 6 uppercase letters.
          type: string
          minLength: 1
          maxLength: 10
          pattern: ^[A-Z0-9]*$
        stockExchange:
          description: 'Supported options are "XNYS", "XNAS", one of the symbols listed on [Publicly Traded Companies](https://developer.payments.jpmorgan.com/docs/commerce/optimization-protection/capabilities/digital-onboarding/how-to/publicly-traded-companies) or "Other". The stock exchange symbol used by the organization which is registered with the provided "tickerSymbol". This field is case-sensitive.

            '
          type: string
          minLength: 1
          maxLength: 10
          pattern: ^[A-Za-z]*$
        stockExchangeName:
          description: 'If "stockExchange" is "Other", use this field to provide the name of the stock exchange.

            '
          type: string
          minLength: 1
          maxLength: 100
          pattern: ^.*$
      required:
      - tickerSymbol
      - stockExchange
    MerchantCategoryCode:
      type: string
      description: The merchant category code describing the merchant's industry.
      minLength: 4
      maxLength: 4
      example: '5411'
    OrganizationDetails:
      description: Details of an organization.
      type: object
      properties:
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/AddressDto'
          minItems: 1
          maxItems: 5
        associatedCountries:
          type: array
          items:
            $ref: '#/components/schemas/CountryCodeIsoAlpha2'
          minItems: 0
          maxItems: 100
        countryOfFormation:
          $ref: '#/components/schemas/CountryCodeIsoAlpha2'
        dbaName:
          $ref: '#/components/schemas/DbaName'
        entitiesInOwnership:
          $ref: '#/components/schemas/EntitiesInOwnership'
        industryCategory:
          $ref: '#/components/schemas/OrganizationIndustryCategory'
        industryType:
          $ref: '#/components/schemas/OrganizationIndustryType'
        industry:
          $ref: '#/components/schemas/OrganizationIndustry'
        jurisdiction:
          $ref: '#/components/schemas/CountryCodeIsoAlpha2'
          deprecated: true
        mcc:
          $ref: '#/components/schemas/MerchantCategoryCode'
        secondaryMccList:
          type: array
          description: 'The list of additional merchant category codes describing  industries that the business is in.

            '
          items:
            $ref: '#/components/schemas/MerchantCategoryCode'
          minItems: 0
          maxItems: 10
        socialMedia:
          $ref: '#/components/schemas/SocialMediaList'
        organizationName:
          $ref: '#/components/schemas/OrganizationName'
        organizationDescription:
          $ref: '#/components/schemas/OrganizationDescription'
        organizationType:
          $ref: '#/components/schemas/OrganizationType'
        organizationIds:
          type: array
          items:
            $ref: '#/components/schemas/OrganizationIdentityDto'
          minItems: 0
          maxItems: 6
        phone:
          $ref: '#/components/schemas/PhoneSmbdo'
        website:
          $ref: '#/components/schemas/Website'
        websiteAvailable:
          $ref: '#/components/schemas/WebsiteAvailable'
        yearOfFormation:
          $ref: '#/components/schemas/YearOfFormation'
        isSubsidiary:
          type: boolean
          description: 'Is your organization a subsidiary of a publicly traded company or not. This field is required when "publiclyTraded" block is provided in organization details. If this field is given in payload (true | false),  then the "publiclyTraded" will be required as well.

            '
        publiclyTraded:
          $ref: '#/components/schemas/PubliclyTraded'
    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
    IndividualDetails:
      description: Details of an individual.
      type: object
      properties:
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/AddressDto'
          minItems: 1
          maxItems: 5
        birthDate:
          $ref: '#/components/schemas/BirthDate'
        countryOfResidence:
          $ref: '#/components/schemas/CountryCodeIsoAlpha2'
        firstName:
          $ref: '#/components/schemas/FirstName'
        middleName:
          $ref: '#/components/schemas/MiddleName'
        lastName:
          $ref: '#/components/schemas/LastName'
        nameSuffix:
          $ref: '#/components/schemas/NameSuffix'
        individualIds:
          description: An individual's identification. For Merchant_Services product in Canada, individual party ID is optional.
          type: array
          items:
            $ref: '#/components/schemas/IndividualIdentity'
          minItems: 0
          maxItems: 16
        jobTitle:
          $ref: '#/components/schemas/IndividualJobTitle'
        jobTitleDescription:
          $ref: '#/components/schemas/IndividualJobTitleDescription'
        phone:
          $ref: '#/components/schemas/PhoneSmbdo'
        natureOfOwnership:
          $ref: '#/components/schemas/NatureOfOwnership'
        socialMedia:
          $ref: '#/components/schemas/SocialMediaList'
        socialMediaUrl:
          $ref: '#/components/schemas/SocialMediaUrl'
        soleOwner:
          $ref: '#/components/schemas/SoleOwner'
          deprecated: true
    ValidationResponse:
      description: List of validation info.
      type: array
      items:
        type: object
        properties:
          validationStatus:
            $ref: '#/components/schemas/ValidationStatus'
          validationType:
            $ref: '#/components/schemas/ValidationType'
          comments:
            type: string
            description: Comments/basic response related to the workflow step of validation response.
            deprecated: true
          fields:
            type: array
            items:
              $ref: '#/components/schemas/PartyField'
            minItems: 0
            maxItems: 100
          identities:
            type: array
            deprecated: true
            items:
              type: string
            minItems: 0
            maxItems: 10
          documentRequestIds:
            type: array
            items:
              type: string
              maxLength: 30
              description: The id of the document request.
            minItems: 0
            maxItems: 10
      minItems: 0
      maxItems: 10
    ServiceEstablishmentStatus:
      type: string
      description: 'The American Express status code for the merchant if they are terminated or reinstated. The payment provider must provide this if the merchant was previously terminated and AMEX_OPT_BLUE is a selected method of payment.

        '
      enum:
      - D_CANCELLED
      - N_CANCELLED
      - R_REINSTATED
    Role:
      type: string
      description: 'The party''s role.

        - `CLIENT`: A party that is the business entity. Only one party under a client may have this role. No other role can be specified alongside `CLIENT`.

        - `CONTROLLER`: Individuals with significant responsibility to control, manage, or direct a legal entity customer, including an executive officer or senior manager or any other individual who regularly performs similar functions.

        - `BENEFICIAL_OWNER`: Individual who either directly or indirectly holds ultimate ownership (>=25%) of the equity interest of the customer through all intermediary ownership layers.

        - `DIRECTOR`: Key senior officers who, for corporations, are generally the CEO, CFO, COO, Chairman, President, or anyone performing a similar function. For privately held companies, these controllers are generally the senior management team.

        - `PRIMARY_CONTACT`: The primary contact of the business entity.

        - `DECISION_MAKER`: Deprecated.

        - `AUTHORIZED_USER`: Individuals empowered to perform operational tasks, make decisions, and interact with the entity''s systems on behalf of the organization.

        '
      enum:
      - AUTHORIZED_USER
      - BENEFICIAL_OWNER
      - CLIENT
      - CONTROLLER
      - DECISION_MAKER
      - PRIMARY_CONTACT
      - DIRECTOR
    ClientStatus:
      description: The client's status.
      type: string
      enum:
      - APPROVED
      - DECLINED
      - INFORMATION_REQUESTED
      - NEW
      - REVIEW_IN_PROGRESS
      - SUSPENDED
      - TERMINATED
    PartyResponse:
      type: object
      properties:
        access:
          $ref: '#/components/schemas/AccessList'
        id:
          $ref: '#/components/schemas/PartyId'
        createdAt:
          type: string
          format: date-time
          example: '2017-07-21T17:32:28.000Z'
        email:
          $ref: '#/components/schemas/Email'
        externalId:
          $ref: '#/components/schemas/ExternalId'
        partyType:
          $ref: '#/components/schemas/PartyType'
        parentPartyId:
          $ref: '#/components/schemas/ParentPartyId'
        parentExternalId:
          $ref: '#/components/schemas/ExternalId'
        preferences:
          description: The preferences of the party.
          type: object
          properties:
            defaultLanguage:
              $ref: '#/components/schemas/DefaultLanguagePreferenceEnum'
        profileStatus:
          $ref: '#/components/schemas/ProfileStatus'
        roles:
          $ref: '#/components/schemas/PartyRoleList'
        status:
          $ref: '#/components/schemas/PartyStatus'
        active:
          $ref: '#/components/schemas/Active'
        validationResponse:
          $ref: '#/components/schemas/ValidationResponse'
        individualDetails:
          $ref: '#/components/schemas/IndividualDetails'
        or

# --- truncated at 32 KB (78 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/jp-morgan-chase/refs/heads/main/openapi/jp-morgan-chase-clients-api-openapi.yml