Update a Document

Update a document for a Business Account, Customer Account, or Beneficial Owner. You can change the document details (except documentType, extension, and contentLength) and upload a new version of the document.

Updating a document involves the following steps:

  1. Send a request with the document ID and any the changes to the document details.
  2. Once you receive the response, upload a new version of the document by calling the content URL (url.value) with an HTTP PUT request.

Endpoint

PUT /v1/documents/{documentId}

Authorization Header

Authorization: Bearer <access_token>

Path Parameters

documentId  REQUIRED

string

Semantic ID of the document (example: driving-license).

Note  Use the List Document Types API to retrieve a list of semantic IDs.

Request Body

documentType  REQUIRED

string enum, values: driving-license, passport, formation, tax, ownership, other

Type of document. The following values are supported:

  • driving-license  Driver’s license. Can be added for Individual Customers and Beneficial Owners.
  • passport  Passport. Can be added for Individual Customers and Beneficial Owners.
  • formation  Formation document. Can be added for Business Customers.
  • tax  Tax document. Can be added for Business Customers.
  • ownership  Ownership document. Can be added for Business Customers.
  • other  Other type of document. Can be added for Individual Customers, Business Customers, Beneficial Owners, and Business Accounts.

name  REQUIRED

string, min length: 1, max length: 40

Name of the document (example: Bob Smith Driver’s License).

description  CONDITIONAL

string, min length: 1, max length: 100

Description of the document. Required if documentType is formation, tax, ownership, or other.

number  CONDITIONAL

string

Document number. Required if documentType is driving-license or passport.

issuingDate

string (date), format: yyyy-mm-dd

Date the document was issued. Cannot be a future date.

issuingCountryCode  CONDITIONAL

string, min length: 2, max length: 3

Country where the document was issued. Must be an ISO 3166-1 uppercase alpha 2-character or 3-character country code. For example, the United States is US or USA.

Required if documentType is driving-license or passport.

issuingStateCode  CONDITIONAL

string, min length: 2, max length: 3

State or province where the document was issued. Must be an ISO 3166-2 uppercase alpha 2-character or 3-character country subdivision code. For example, Missouri is MO. Required if documentType is driving-license.

expiryDate  CONDITIONAL

string (date), format: yyyy-mm-dd

Expiry date for the document. Required if documentType is driving-license or passport.

metadata

string, max properties: 6, value max length: 1024

Key/value pairs used to store additional information about the document.

Returns

Returns the Document object. This object contains the document details, including a unique ID for the document and a content URL.

You can upload a new version of the document by calling the content URL (url.value) with an HTTP PUT request.

SAMPLE REQUEST

				
					{
  "id": "b175994b-fd5b-46d6-aba9-73638902f4a0",
  "providerExternalId": "b648fc",
  "provider": "ABC",
  "businessAccountId": "733df8ac-5d93-4e5a-b665-36a1525353d8",
  "holderId": "4b79e405-959e-41b5-92c5-1f49e6b71745",
  "holderType": "CUSTOMER",
  "documentType": "driving-license",
  "name": "John Doe Driving License",
  "description": "driving license",
  "number": "123-456-789",
  "issuingDate": "2022-02-03",
  "issuingCountryCode": "US",
  "issuingStateCode": "NY",
  "extension": "JPG",
  "contentLength": 81169,
  "version": "1",
  "expiryDate": "2024-02-03",
  "url": {
    "value": "https://documents.rocketkor.net/7260554c5",
    "allowed": "PUT",
    "expiresIn": 600
  },
  "thumbnailUrl": {
    "value": "https://documents.rocketkor.net/8145796e7",
    "allowed": "GET",
    "expiresIn": 600
  },
  "status": "NEW",
  "verificationStatus": "UNVERIFIED",
  "metadata": {
    "docRefId": "100000333"
  },
  "createdBy": {
    "id": "c503092d-e6c4-4f7a-b893-46ebe56b18a8",
    "type": "service-account"
  },
  "createdAt": "2023-05-03T23:11:59.656Z",
  "updatedBy": {
    "id": "c503092d-e6c4-4f7a-b893-46ebe56b18a8",
    "type": "service-account"
  },
  "updatedAt": "2023-06-05T23:11:59.656Z"
}
				
			

SAMPLE RESPONSE

				
					{
  "id": "b175994b-fd5b-46d6-aba9-73638902f4a0",
  "businessAccountId": "733df8ac-5d93-4e5a-b665-36a1525353d8",
  "holderId": "4b79e405-959e-41b5-92c5-1f49e6b71745",
  "holderType": "CUSTOMER",
  "documentType": "driving-license",
  "name": "John Doe Driving License",
  "description": "driving license",
  "number": "123-456-789",
  "issuingDate": "2022-02-03",
  "issuingCountryCode": "US",
  "issuingStateCode": "NY",
  "extension": "JPG",
  "contentLength": 81169,
  "version": "1",
  "expiryDate": "2024-02-03",
  "url": {
    "value": "https://documents.rocketkor.net/7260554c5",
    "allowed": "PUT",
    "expiresIn": 600
  },
  "status": "NEW",
  "verificationStatus": "UNVERIFIED",
  "metadata": {
    "docRefId": "100000333"
  },
  "createdBy": {
    "id": "c503092d-e6c4-4f7a-b893-46ebe56b18a8",
    "type": "service-account"
  },
  "createdAt": "2023-05-03T23:11:59.656Z",
  "updatedBy": {
    "id": "c503092d-e6c4-4f7a-b893-46ebe56b18a8",
    "type": "service-account"
  },
  "updatedAt": "2023-06-05T23:11:59.656Z"
}
				
			
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