GET
Returns the source-of-funds records a customer has submitted, newest first. Records attached to archived accounts are excluded.
Requires API-key scope source-of-funds.read. The query is tenant-scoped, so a userid outside your tenant simply matches nothing.

Path parameters

string
required
The customer’s MongoDB ObjectId, as returned by List customers.

Query parameters

string
Return only the most recent record for this account. Without it the endpoint returns every record for the customer as an array; with it, a single object.

Returns

Without accountId, an array of record objects. With accountId, a single object, or null when that account has no record.
string
Record identifier.
string
Customer the record belongs to.
string
Account the record was submitted against. Older records may carry transactionId instead.
string
Owning tenant identifier.
string | null
Environment the record lives in.
string[]
Identifiers of the sources on this record that have been approved by a reviewer.
string
ISO 8601 UTC creation timestamp.
string
ISO 8601 UTC last-updated timestamp.

Empty results

A customer with no submitted records returns 200 with an empty array — not an error. A customer whose only records belong to archived accounts returns 404, because after archived records are filtered out there is nothing left to return.

Error codes