Documents

Retrieves a list of voided checks

get

This endpoint uses the eDoc service to retrieve details of all documents in the voided check category for a specified merchant number. The response provides information such as the Document ID, file name, description, and category details.

Path parameters
merchantNumberstringRequired

Merchant Number used to filter voided checks.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Returns a collection of voided checks successfully.
application/json
get
GET /api/demographics/v1/Documents/{merchantNumber}/VoidedChecks HTTP/1.1
Host: localhost:5000
Accept: */*
{
  "content": [
    {
      "category": 1,
      "categoryDescription": "Voided Check",
      "description": "VoidedCheck",
      "documentId": "2f934e9e-ac8c-48e6-b1ec-77baa3e5c247",
      "fileName": "test",
      "merchantNumber": "345685697696",
      "metaData": [
        {
          "metadataKey": "dateuploaded",
          "metadataValue": "01/16/2025 14:25:52"
        }
      ],
      "fileExtension": ".png",
      "dateUploaded": "2025-01-16T14:32:25.3992399Z"
    }
  ]
}

Upload Voided Check

post
Path parameters
merchantNumberstringRequired
Query parameters
fileNamestringRequired

The name of the file to upload.

bankAccountIdstringRequired

The bankAccountId of the account for which the voided check is being provided. This value will be returned when creating, updating, or retreiving a bank account.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
string · byteOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/VoidedChecks HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 10

"Ynl0ZXM="
text

Upload Voided Check

post
Path parameters
merchantNumberstringRequired
Query parameters
fileNamestringRequired

The name of the file to upload.

bankAccountIdstringRequired

The bankAccountId of the account for which the voided check is being provided. This value will be returned when creating, updating, or retreiving a bank account.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
stringOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/VoidedChecks/Base64Format HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 6

"text"
text

Upload Document with count. Used if you have a single file that contains multiple documents of the same type. This allows you to attach metadata indicating that the number of files of that type which are included. An example would be a PDF containing statements multiple months worth of statements.

post
Path parameters
merchantNumberstringRequired
Query parameters
fileNamestringRequired

The name of the file to upload.

documentCategoryinteger · enumOptional

The document category of the documents in the provided file.

Possible values:
countinteger · int32Optional

The number of documents provided in this file

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
stringOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/MultipleDocuments/Base64Format HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 6

"text"
text

Upload Document with count. Used if you have a single file that contains multiple documents of the same type. This allows you to attach metadata indicating that the number of files of that type which are included. An example would be a PDF containing statements multiple months worth of statements.

post
Path parameters
merchantNumberstringRequired
Query parameters
fileNamestringRequired

The name of the file to upload.

documentCategoryinteger · enumOptional

The document category of the documents in the provided file.

Possible values:
countinteger · int32Optional

The number of documents provided in this file

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
string · byteOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/MultipleDocuments HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 10

"Ynl0ZXM="
text

Upload Document

post
Path parameters
merchantNumberstringRequired

Merchant Number

Query parameters
fileNamestringRequired

The name of the file to upload.

documentCategoryinteger · enumRequired

The document category of the provided document.

Possible values:
Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
stringOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/Base64Format HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 6

"text"
text

Retrieves a list of Documents By Category

get

This endpoint retrieves documents based on the provided merchant ID and document category ID (like Financial = 1, IRS = 2, etc). The document category is validated against a predefined whitelist. If the category is not present in the whitelist, an error is generated, and the process is halted.

Path parameters
merchantNumberstringRequired

MerchantNumber used to find particular merchant.

Query parameters
documentCategoryinteger · enumRequired

The document category for filtering particular document type.

Possible values:
Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Returns a collection of documents successfully.
application/json
get
GET /api/demographics/v1/Documents/{merchantNumber} HTTP/1.1
Host: localhost:5000
Accept: */*
{
  "content": [
    {
      "category": 1,
      "categoryDescription": "Voided Check",
      "description": "VoidedCheck",
      "documentId": "2f934e9e-ac8c-48e6-b1ec-77baa3e5c247",
      "fileName": "test",
      "merchantNumber": "345685697696",
      "metaData": [
        {
          "metadataKey": "dateuploaded",
          "metadataValue": "01/16/2025 14:25:52"
        }
      ],
      "fileExtension": ".png",
      "dateUploaded": "2025-01-16T14:32:25.3992399Z"
    }
  ]
}

Upload Document

post
Path parameters
merchantNumberstringRequired

Merchant Number

Query parameters
fileNamestringRequired

The name of the file to upload.

documentCategoryinteger · enumRequired

The document category of the provided document.

Possible values:
Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
string · byteOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber} HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 10

"Ynl0ZXM="
text

Upload Signed Application Base 64

post
Path parameters
merchantNumberstringRequired
Query parameters
fileNamestringRequired

The name of the file to upload.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
filestring | nullableOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/SignedApplication/Base64Format HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 73

{
  "mapping": [
    {
      "businessContactId": 1,
      "documentType": "text"
    }
  ],
  "file": "text"
}
text

Upload Signed Application

post
Path parameters
merchantNumberstringRequired
Query parameters
fileNamestringRequired

The name of the file to upload.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Body
filestring · byte | nullableOptional
Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/SignedApplication HTTP/1.1
Host: localhost:5000
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 77

{
  "mapping": [
    {
      "businessContactId": 1,
      "documentType": "text"
    }
  ],
  "file": "Ynl0ZXM="
}
text

Retrieves a list of Documents

get

This endpoint retrieves a list of all documents for a specified merchant number. The documents are categorized into different groups, and the response includes comprehensive details about each document within these categories.

Path parameters
merchantNumberstringRequired

MerchantNumber used to filter documents.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Returns a collection of documents successfully.
application/json
get
GET /api/demographics/v1/Documents/{merchantNumber}/List HTTP/1.1
Host: localhost:5000
Accept: */*
{
  "content": [
    {
      "category": 1,
      "categoryDescription": "Voided Check",
      "description": "VoidedCheck",
      "documentId": "2f934e9e-ac8c-48e6-b1ec-77baa3e5c247",
      "fileName": "test",
      "merchantNumber": "345685697696",
      "metaData": [
        {
          "metadataKey": "dateuploaded",
          "metadataValue": "01/16/2025 14:25:52"
        }
      ],
      "fileExtension": ".png",
      "dateUploaded": "2025-01-16T14:32:25.3992399Z"
    }
  ]
}

Get Document By DocumentId

get
Path parameters
merchantNumberstringRequired
documentIdstring · uuidRequired

The documentId of the document to retrieve. This value is returned when the document is initially uploaded.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Success
application/json
Responsestring · binary
get
GET /api/demographics/v1/Documents/{merchantNumber}/{documentId} HTTP/1.1
Host: localhost:5000
Accept: */*
binary

Deletes a Document for a Merchant

delete

This endpoint deletes a document associated with the specified merchantNumber and documentId. The documentId represents the unique identifier assigned to the document during the upload process. The request requires proper authorization based on the MID policy.

Path parameters
merchantNumberstringRequired

MerchantNumber used to find a merchant.

documentIdstring · uuidRequired

The Id associated with a document. This was returned when the document is initially uploaded.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Document is deleted successfully.
delete
DELETE /api/demographics/v1/Documents/{merchantNumber}/{documentId} HTTP/1.1
Host: localhost:5000
Accept: */*

No content

Update voidedCheck's bank account number

post
Path parameters
merchantNumberstringRequired

Merchant Number

documentIdstring · uuidRequired
Query parameters
bankAccountIdstringRequired
Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Success
application/json
Responsestring
post
POST /api/demographics/v1/Documents/{merchantNumber}/{documentId}/VoidedChecks HTTP/1.1
Host: localhost:5000
Accept: */*
text

Deletes a Voided Check

delete

This endpoint deletes a voided check document from the document storage associated with a given bank account. It also updates the associated bank account to remove the reference to the deleted voided check. The request requires proper authorization based on the MID policy.

Path parameters
documentIdstring · uuidRequired

The documentId of the document to delete. This value is returned when the document is initially uploaded.

merchantNumberstringRequired
Query parameters
bankAccountIdstringRequired

The bankAccountId of the account for which this voided check was provided. This value will be returned when creating, updating, or retreiving a bank account.

Header parameters
exchangeIdstringOptional

Correlation Id for the request

Responses
200
Document is deleted successfully.
delete
DELETE /api/demographics/v1/Documents/{merchantNumber}/{documentId}/VoidedChecks HTTP/1.1
Host: localhost:5000
Accept: */*

No content

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