Field Index for Boarding

This document will have the list of fields for boarding

Introduction

In this section, you will list of field names and definitions used across boarding-related objects, example formats and data types for reference and A reference of product names and their respective IDs for API configuration.


Prerequisites

  • Basic understanding of the boarding process and its components
    • Universal Account Record (UAR)
    • Location, Entity, and Account Objects

Limitations

  • The older merchant/v2 API is deprecated and should not be used
  • Only the boarding/v1 API version supports the current boarding process
  • The boarding flow must follow the required sequence
    • Create Universal Account Record (UAR)
    • Update Location
    • Update Entity
    • Update Account
    • Finalize Account
  • Lack of completion in any step will prevent merchant onboarding

Purpose of this Document

This document will have a list of fields that show up while using our boarding API. This page will have different columns to explain what the fields mean or have.

UAR Object

Field NameDescriptionData TypeExample
nameDoing Business as NameString"Donut Shop"
idUniversal Account RecordEnum"af63a608-3a4b-5a87-b762-ace796c4a0c0"
accountIdId related to the productEnum"a51a423c-d2fc-51c7-900a-9e84c8014d23"
entityIdId related to the Entity ObjectEnum"8d873027-750f-5b96-944c-2cc039353053"
locationIdId related to the Location ObjectEnum"d3fb7268-b97f-5cc1-b74f-50ea803ee24c"

Entity Object

Field NameDescriptionData TypeExample
idId related to the Entity ObjectEnum"8d873027-750f-5b96-944c-2cc039353053"
addressAddress of the EntityObject: Array of Strings"address": {
"city": "Alpharetta",
"country": "United States",
"postalCode": "30004",
"state": "GA",
"street1": "South Main Street"
}
jurisdictionInformation of the Entity typeObject: Array of StringsJurisdictions Fields
emailEmail addressemail string[email protected]
signersObject that holds all info regarding the ownershipObject: Array of StringsSigners Fields
taxIdEntity Tax Id Information (different from signers)Object: Array of Strings"taxId": {
"type": "EIN",
"valid": false,
"number": "555555555"
}
typeTax TypeEnum"EIN" or "SSN"
validWhether identification is valid or not.boolean"false"
numbernumber of the tax typeString"555555555"

Location Object

Field NameDescriptionData TypeExample
establishedDate that this location has been establishedString Date format - "YYYY-MM-DD""2002-12-23"
idID field of the location objectenum"d3fb7268-b97f-5cc1-b74f-50ea803ee24c"
industryBusiness industry the location is associated withEnumComing Soon
sectorSector the business industry is a part of.EnumComing Soon
sicNumber Code of the SicEnumComing Soon
addressLocation of DBAObject: Array of Strings"address": {
"city": "Alpharetta",
"country": "United States",
"postalCode": "30004",
"state": "GA",
"street1": "South Main Street"
}
phone10 Digit telephone number.10 Character String"4043217894"
nameName of the DBA."String""Donut Shop"

Product List

ProductProduct ID
MX Merchant5
Brinks 2440ac9e0-a714-5840-b67a-a849dff2c832
TSYS3
LandlordStation7ee804ae-873f-5132-a19c-85930d585cdd
Brinks2be97b91-7baf-58c9-9811-9fab1a608bae
Priority CBDeb8d81d5-a59a-5662-9026-04f6fd9577cd
ACH.COM1
FirstData2
Chase Paymentech616173d5-6bb0-561e-8e0f-5b572ca44bfb
Authorize.Netc9eef8ad-25d7-5ac0-aff7-5777343bd9ad
Aprivada9ce53e-a239-51f4-808d-de838bcc8c39
MX Insights4
MX Connect421b375a-8143-57cc-9dc5-ad5ee2eab098
RadPad1075859c-24b2-5b6b-be3c-7bec08b23ee4
Payright Health8e520e3b-d2ad-5cde-af0f-eab32b79abef
e-tabf5f0b208-c294-5cf3-b211-16e58407bf98

Account Object

Coming Soon


Priority Technology Holdings Logo