> ## Documentation Index > Fetch the complete documentation index at: https://docs.dakota.xyz/llms.txt > Use this file to discover all available pages before exploring further. # Upload an individual document > Uploads a document for an individual using base64-encoded content. Supports identity documents (passport, driver's license, etc.) and EDD documents. For files larger than 10MB, use the presigned URL endpoint instead. **Authentication:** Accepts Application Token (X-Application-Token header). ## OpenAPI ````yaml /openapi.yaml post /applications/{application_id}/associated-individuals/{individual_id}/documents openapi: 3.0.3 info: title: Dakota Platform API version: 1.0.0 description: >- Combined API specification for Dakota Platform services: - Issuance API: Asset minting and burning operations - Onboarding API: Know Your Business/Customer verification - On/Off Ramp API: Managing on-ramp and off-ramp accounts - Recipients API: Managing destinations for KYB'd entities - Transactions API: Viewing transaction history across platform operations ## Authentication and API Headers All API endpoints require the following headers: - `x-idempotency-key`: Required for all POST endpoints to ensure request idempotency - `x-api-key`: Required for authentication across all endpoints Note: On /applications endpoints you need a token for authentication instead of a x-api-key - `x-application-token`: Required for authentication on public /applications endpoints (alternative to `x-api-key` where documented) ## Rate Limits Requests are rate limited per API key. Every response includes the following headers: | Header | Description | | --- | --- | | `X-RateLimit-Limit` | Maximum requests allowed in the current one-minute window. | | `X-RateLimit-Remaining` | Requests remaining in the current window. | | `X-RateLimit-Reset` | Absolute Unix timestamp (seconds since epoch) when the current rate-limit window resets. | When a request is throttled (`429`), responses also include `Retry-After` with seconds to wait before retrying. servers: - url: https://api.platform.dakota.xyz description: Production environment - url: https://api.platform.sandbox.dakota.xyz description: Sandbox — safe for testing with simulated data security: - ApiKeyAuth: [] tags: - name: Agentic Payments x-alpha: true description: >- Alpha — agent-driven payments: provision agents, draft and approve spending mandates, accept reviewed instructions, and manage scheduled payments. **Prerequisites:** Customer onboarded; signer groups attached for recognition. **Related:** Wallets, Signer Groups, Transactions - name: Mandates x-alpha: true description: >- Alpha — spending mandates: signed, signer-bound authorizations governing what may be spent, approved or cancelled by a second recognized signer (§8 — the dual-control rule that every mandate mutation must be signed by a recognized signer OTHER than the bound one). Independent of agents and scheduled payments. **Prerequisites:** Signer groups attached for recognition. **Related:** Signer Groups, Transactions - name: Insights x-alpha: true description: >- Alpha — read-only account insight: a deterministic report over a customer's agentic activity (funding balances, upcoming obligations, failures, mandate headroom and expiry) plus an advisory chat that narrates it. Never moves money, never creates or changes anything. **Prerequisites:** Customer onboarded; insight is computed from the customer's scheduled payments, mandates, and wallets. **Related:** Agentic Payments, Mandates - name: Customers description: >- Manage customer entities representing businesses and organizations onboarded to Dakota. **Prerequisites:** Complete KYB via Onboarding endpoints before initiating money movement. **Related:** Onboarding, Recipients, Transactions, Accounts, Wallets - name: Wallets description: >- Manage wallets, balances, and wallet-to-signer-group relationships for custody and movement controls. **Prerequisites:** Customer must exist. Configure signer groups before policy-enforced workflows. **Related:** Signer Groups, Policies, Transactions, Customers - name: Transactions description: >- Create, cancel, and retrieve transaction records across account and wallet flows. **Prerequisites:** Accounts or destinations must be configured based on flow type. **Related:** Accounts, Recipients, Policies, Events - name: Recipients description: >- Manage recipient entities and destination rails used by customers for payouts and transfers. **Prerequisites:** Customer must be onboarded and active. **Related:** Customers, Transactions, Accounts, Onboarding - name: Accounts description: >- Manage account resources used for onramp, offramp, and swap operations. **Prerequisites:** Customer must be created and network/asset constraints must be known. **Related:** Customers, Transactions, Auto Transactions, Info - name: Auto Transactions description: >- Manage automated transaction configurations and execution history for account automation workflows. **Prerequisites:** Source account must exist and be configured for automation. **Related:** Accounts, Transactions, Events - name: Onboarding description: >- Manage KYB/KYC onboarding lifecycle, application documents, attestations, and verification steps. **Prerequisites:** Customer context and required entity/application metadata. **Related:** Customers, Exceptions, Recipients, Transactions - name: Policies description: >- Define and manage policy objects and rules used for transaction governance and risk controls. **Prerequisites:** Wallet and signer group resources should be configured for enforcement scenarios. **Related:** Wallets, Signer Groups, Transactions - name: Signer Groups description: >- Manage signer groups and signer assignments for multi-party authorization models. **Prerequisites:** Wallets should exist before linking signer groups. **Related:** Wallets, Policies, Transactions - name: Authentication description: >- Manage API authentication credentials and key lifecycle for platform access. **Prerequisites:** Client organization must be provisioned. **Related:** Users, Info - name: Users description: >- Manage client users, roles, and identity metadata for platform access control. **Prerequisites:** Auth credentials and client context must be established. **Related:** Authentication - name: Webhooks description: >- Manage outbound webhook targets and delivery configuration for event notifications. **Prerequisites:** Subscriber endpoint must be reachable and secured. **Related:** Events, Authentication - name: Payouts description: >- Manage where Dakota sends your accrued developer-fee payouts. **Prerequisites:** Auth credentials and client context must be established. **Related:** Events - name: Events description: >- Retrieve event records emitted by platform operations for audit and troubleshooting. **Prerequisites:** Requesting client must have access to referenced resources. **Related:** Webhooks, Transactions, Onboarding - name: Info description: >- Read platform capability metadata, such as supported rails, networks, and assets. **Prerequisites:** Valid authentication headers. **Related:** Accounts, Transactions - name: Sandbox description: >- Trigger sandbox-only simulation endpoints for safe end-to-end integration testing with synthetic data. The sandbox host (`https://api.platform.sandbox.dakota.xyz`) also accepts a family of `X-Sandbox-*` request headers on most write endpoints (`Customers`, `Accounts`, `Transactions`, simulate endpoints) that let integrators drive deterministic failure modes — pick a preset via `X-Sandbox-Scenario`, or compose a custom one with `X-Sandbox-Error-Step`/`X-Sandbox-Error-Status`/`X-Sandbox-Error-Message`. `X-Sandbox-Instant-Completion` collapses async flows to a single synchronous step, and `X-Sandbox-Skip-Auto-Approval` keeps newly created KYB applications in `pending` for manual-review testing. All `X-Sandbox-*` headers are ignored in production. **Prerequisites:** Sandbox environment and test customer data. **Related:** Customers, Accounts, Transactions, Onboarding paths: /applications/{application_id}/associated-individuals/{individual_id}/documents: post: tags: - Onboarding summary: Upload an individual document description: > Uploads a document for an individual using base64-encoded content. Supports identity documents (passport, driver's license, etc.) and EDD documents. For files larger than 10MB, use the presigned URL endpoint instead. **Authentication:** Accepts Application Token (X-Application-Token header). operationId: uploadIndividualDocument parameters: - name: application_id in: path required: true description: The unique identifier for the application schema: $ref: '#/components/schemas/KSUID' - name: individual_id in: path required: true description: The unique identifier for the individual schema: $ref: '#/components/schemas/KSUID' - $ref: '#/components/parameters/IdempotencyKeyHeader' requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/IndividualDocumentUploadRequest' example: type: passport file_type: pdf file_content: JVBERi0xLjQKJeLjz9MKMw== id_number: AB1234567 country: US filename: passport_front.jpg valid_until: '2027-04-20' responses: '201': description: Document uploaded successfully content: application/json: schema: $ref: '#/components/schemas/DocumentUploadResponse' example: document_id: 1NFHrqBHb3cTfLVkFSGmHZqdDPi '400': description: Invalid request or validation failed content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' example: type: https://docs.dakota.xyz/api-reference/errors#invalid-request title: Invalid request or validation failed status: 400 detail: Invalid request or validation failed instance: >- https://api.platform.dakota.xyz/applications/example-id/associated-individuals/example-id/documents request_id: req_01hzy6y7v8w9x0y1z2a3b4c5d6 '401': description: Unauthorized content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' example: type: >- https://docs.dakota.xyz/api-reference/errors#authentication-error title: Unauthorized status: 401 detail: Unauthorized instance: >- https://api.platform.dakota.xyz/applications/example-id/associated-individuals/example-id/documents request_id: req_01hzy6y7v8w9x0y1z2a3b4c5d6 '403': description: Forbidden content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' example: type: https://docs.dakota.xyz/api-reference/errors#forbidden title: Forbidden status: 403 detail: Forbidden instance: >- https://api.platform.dakota.xyz/applications/example-id/associated-individuals/example-id/documents request_id: req_01hzy6y7v8w9x0y1z2a3b4c5d6 '404': description: Application or individual not found content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' example: type: https://docs.dakota.xyz/api-reference/errors#not-found title: Application or individual not found status: 404 detail: Application or individual not found instance: >- https://api.platform.dakota.xyz/applications/example-id/associated-individuals/example-id/documents request_id: req_01hzy6y7v8w9x0y1z2a3b4c5d6 '413': description: File size exceeds 500MB limit content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' example: type: https://docs.dakota.xyz/api-reference/errors#payload-too-large title: File size exceeds 500MB limit status: 413 detail: File size exceeds 500MB limit instance: >- https://api.platform.dakota.xyz/applications/example-id/associated-individuals/example-id/documents request_id: req_01hzy6y7v8w9x0y1z2a3b4c5d6 default: description: Unexpected error content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' example: type: https://docs.dakota.xyz/api-reference/errors#internal-error title: Unexpected error status: 500 detail: Unexpected error instance: >- https://api.platform.dakota.xyz/applications/example-id/associated-individuals/example-id/documents request_id: req_01hzy6y7v8w9x0y1z2a3b4c5d6 security: - ApplicationTokenAuth: [] externalDocs: description: Read full guide in docs url: >- https://docs.dakota.xyz/api-reference/onboarding/upload-an-individual-document components: schemas: KSUID: type: string title: KSUID description: >- KSUID is a 27-character globally unique ID that combines a timestamp with a random component. Used for all entity identifiers in the Dakota platform. pattern: ^[0-9A-Za-z]{27}$ minLength: 27 maxLength: 27 example: 1NFHrqBHb3cTfLVkFSGmHZqdDPi IndividualDocumentUploadRequest: type: object description: >- Request to upload a document for an individual (identity or EDD document). For identity documents (passport, drivers_license_front, drivers_license_back, residence_permit_front, residence_permit_back), id_number is required. required: - type - file_type - file_content - country properties: type: $ref: '#/components/schemas/IndividualDocumentType' file_type: $ref: '#/components/schemas/FileType' file_content: type: string format: byte description: Base64-encoded file content. Maximum size after decoding is 10MB. example: JVBERi0xLjQKJeLjz9MKMw== id_number: type: string description: >- REQUIRED for identity documents (passport, driver's license, residence permit). The ID number on the document (e.g., passport number, driver's license number). Not required for EDD documents like bank statements. example: AB1234567 country: type: string description: >- ISO 3166-1 alpha-2 country code of the issuing country. Required for identity documents, not required for EDD documents. minLength: 2 maxLength: 2 example: US filename: type: string maxLength: 100 description: >- Optional original filename. Will be sanitized for safe storage and display. example: passport_front.jpg valid_until: type: string format: date description: >- Optional expiration date of the identity document in YYYY-MM-DD format example: '2027-04-20' DocumentUploadResponse: type: object description: Response after successfully uploading a document required: - document_id properties: document_id: $ref: '#/components/schemas/KSUID' ProblemDetails: type: object required: - type - title - status description: | Error response following RFC 9457 Problem Details. Public API error responses use this format. example: type: https://docs.dakota.xyz/api-reference/errors#not-found title: Customer Not Found status: 404 detail: Customer cst_2abc123 was not found in your organization. instance: https://api.platform.dakota.xyz/customers/cst_2abc123 request_id: req_7f3a8b2c properties: type: type: string format: uri description: | URI reference identifying the problem type. Resolves to human-readable documentation. example: https://docs.dakota.xyz/api-reference/errors#not-found title: type: string description: >- Short, human-readable summary of the problem type. Stable across occurrences. example: Customer Not Found status: type: integer description: HTTP status code for this occurrence. example: 404 detail: type: string description: Human-readable explanation specific to this occurrence. example: Customer cst_2abc123 was not found in your organization. instance: type: string format: uri description: The request path that triggered this error. example: https://api.platform.dakota.xyz/customers/cst_2abc123 request_id: type: string description: Unique request identifier. Include when contacting support. example: req_7f3a8b2c errors: type: array description: Field-level validation errors (present for validation failures). items: $ref: '#/components/schemas/ValidationError' IndividualDocumentType: type: string description: >- Type of document that can be uploaded for individuals (identity documents + EDD documents) enum: - passport - drivers_license_front - drivers_license_back - residence_permit_front - residence_permit_back - proof_of_address - bank_statement - utility_bill - source_of_wealth - payslip - employment_contract - income_verification_letter - savings_statement - crypto_statement - investment_statement example: passport FileType: type: string description: Supported file type enum: - pdf - jpeg - png example: pdf ValidationError: type: object required: - field - message properties: field: type: string description: Field path using dot notation for nested fields. example: bank_account.routing_number message: type: string description: Human-readable description of the field error. example: Routing number must be exactly 9 digits code: type: string description: Machine-readable error code for this field. example: invalid_format parameters: IdempotencyKeyHeader: name: x-idempotency-key in: header required: true description: >- Unique key to ensure request idempotency. If the same key is used within a certain time window, the original response will be returned instead of executing the request again. schema: type: string format: uuid securitySchemes: ApiKeyAuth: type: apiKey in: header name: x-api-key ApplicationTokenAuth: type: apiKey in: header name: X-Application-Token description: > Application-specific token for public URL access. Generated when a customer is created. Provides access to a single application without requiring an API key. Token is valid for 30 days and rate-limited to 250 requests per hour. ````