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PATCH
/
customers
/
{customer_id}
/
sub-client
Update sub-client association for a customer
curl --request PATCH \
  --url https://api.platform.dakota.xyz/customers/{customer_id}/sub-client \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "sub_client_id": "1NFHrqBHb3cTfLVkFSGmHZqdDPi"
}
'
{
  "id": "1NFHrqBHb3cTfLVkFSGmHZqdDPi",
  "name": "John Doe",
  "customer_type": "individual",
  "kyb_status": "pending",
  "is_sub_client": false,
  "sub_client_id": "2ABCrqBHb3cTfLVkFSGmHZqdXYZ",
  "sub_client_name": "Partner Corp",
  "created_at": 1700000000,
  "updated_at": 1700000000
}

Authorizations

x-api-key
string
header
required

Path Parameters

customer_id
string
required

Unique identifier (ksuid) of the customer record KSUID is a 27-character globally unique ID that combines a timestamp with a random component. Used for all entity identifiers in the Dakota platform.

Required string length: 27
Pattern: ^[0-9A-Za-z]{27}$
Example:

"1NFHrqBHb3cTfLVkFSGmHZqdDPi"

Body

application/json

Request to update the sub-client association for a customer. Set sub_client_id to associate with a sub-client, or null to disassociate.

sub_client_id
string | null

ID of the sub-client to associate with, or null to disassociate.

Required string length: 27
Pattern: ^[0-9A-Za-z]{27}$
Example:

"1NFHrqBHb3cTfLVkFSGmHZqdDPi"

Response

Sub-client association updated successfully

Response containing the current status of a KYB verification process including provider-specific statuses.

id
string
required

KSUID is a 27-character globally unique ID that combines a timestamp with a random component. Used for all entity identifiers in the Dakota platform.

Required string length: 27
Pattern: ^[0-9A-Za-z]{27}$
Example:

"1NFHrqBHb3cTfLVkFSGmHZqdDPi"

name
string
required

Name of the customer

Example:

"Acme Corp"

customer_type
enum<string>
required

Type of entity - either an individual person or a company/organization

Available options:
individual,
business
Example:

"business"

kyb_status
enum<string>
required

Overall status of the KYB verification process (e.g., pending, active, restricted).

Available options:
active,
pending,
partner_review,
rejected,
frozen,
auto_declined
Example:

"pending"

created_at
integer
required

Timestamp of when the link was created

Example:

1234567890

updated_at
integer
required

Timestamp of when the link was last updated.

Example:

1234567890

email
string

Email address of the customer

Example:

"contact@acmecorp.com"

KYB Links for different providers used in the KYB process.

provider_statuses
object[]

Detailed status information from different verification providers used in the KYB process.

application_id
string

ID of the KYB application associated with this customer

Required string length: 27
Pattern: ^[0-9A-Za-z]{27}$
Example:

"1NFHrqBHb3cTfLVkFSGmHZqdDPi"

decision
enum<string>

Application decision status

Available options:
approved,
declined,
auto_declined,
withdrawn
Example:

"approved"

application_url
string

URL for accessing the onboarding application

Example:

"https://onboarding.example.com/applications/abc123?token=xyz789"

deleted_at
integer

Timestamp of when the link was deleted

Example:

1234567890

sub_client_id
string

ID of the sub-client this customer is associated with, if any.

Required string length: 27
Pattern: ^[0-9A-Za-z]{27}$
Example:

"1NFHrqBHb3cTfLVkFSGmHZqdDPi"

sub_client_name
string

Name of the sub-client this customer is associated with, if any.

Example:

"Partner Corp"

is_sub_client
boolean
default:false

Whether this customer is acting as a sub-client (has other customers associated with it).