# Get Customer Application

Returns either individual or corporate application data based on the customer type.

**Endpoint**

`GET/v2/customer/{customerId}/application`

**Link**

{% embed url="<https://stagep.tst-apidmndelss.com/openapi/v2.html#/operations/Customer_GetApplication>" %}

### **Request**

#### **Path Parameters**

| Parameter        | Type     | Description                                  | Required | Example        |
| ---------------- | -------- | -------------------------------------------- | -------- | -------------- |
| **`customerId`** | `string` | **Customer ID** to retrieve application for. | Yes      | `"cust_12345"` |

#### **Headers**

| Key                 | Value              | Required |
| ------------------- | ------------------ | -------- |
| **`Authorization`** | `123`              | Yes      |
| **`Accept`**        | `application/json` | Yes      |

***

### **Response (200 OK)**

Returns either individual or corporate application data with comprehensive customer information.

#### **Response Structure**

The response contains either `individual` or `corporate` object based on customer type.

***

### **Individual Application Response**

#### **Individual Application Fields**

**1. Basic Information**

| Field                    | Type     | Description             | Example                  |
| ------------------------ | -------- | ----------------------- | ------------------------ |
| **`firstName`**          | `string` | Customer's first name.  | `"John"`                 |
| **`middleName`**         | `string` | Customer's middle name. | `"Michael"`              |
| **`lastName`**           | `string` | Customer's last name.   | `"Doe"`                  |
| **`emailAddress`**       | `string` | Contact email address.  | `"john.doe@example.com"` |
| **`telephoneNumber`**    | `string` | Contact phone number.   | `"+1234567890"`          |
| **`taxReferenceNumber`** | `string` | Tax ID/SSN number.      | `"123-45-6789"`          |
| **`passportNumber`**     | `string` | Passport number.        | `"A12345678"`            |
| **`nationality`**        | `string` | Nationality/country.    | `"US"`                   |
| **`dateOfBirth`**        | `string` | Date of birth.          | `"1985-05-15T00:00:00Z"` |

**2. Mailing Address**

| Field              | Type     | Description            | Example             |
| ------------------ | -------- | ---------------------- | ------------------- |
| **`unitNumber`**   | `string` | Unit/apartment number. | `"5A"`              |
| **`addressLine1`** | `string` | Primary address.       | `"123 Main Street"` |
| **`addressLine2`** | `string` | Secondary address.     | `"Suite 500"`       |
| **`city`**         | `string` | City.                  | `"New York"`        |
| **`stateIso`**     | `string` | State code.            | `"NY"`              |
| **`postalCode`**   | `string` | Postal code.           | `"10001"`           |
| **`countryIso`**   | `string` | Country code.          | `"US"`              |

**3. Employment Information**

| Field                       | Type     | Description           | Allowed Values                                                                    | Example                 |
| --------------------------- | -------- | --------------------- | --------------------------------------------------------------------------------- | ----------------------- |
| **`usResidencyStatus`**     | `string` | US residency status.  | `RES_US_CITIZEN`, `RES_RESIDENT_ALIEN`, `RES_NON_RESIDENT_ALIEN`                  | `"RES_US_CITIZEN"`      |
| **`employmentStatus`**      | `string` | Employment status.    | `EMP_EMPLOYEE`, `EMP_SELF_EMPLOYED`, `EMP_RETIRED`, `EMP_UNEMPLOYED`, `EMP_OTHER` | `"EMP_EMPLOYEE"`        |
| **`employmentDescription`** | `string` | Employment details.   | -                                                                                 | `"Software Engineer"`   |
| **`employerName`**          | `string` | Employer name.        | -                                                                                 | `"Tech Solutions Inc."` |
| **`occupation`**            | `string` | Job title/occupation. | -                                                                                 | `"Senior Developer"`    |

**4. Investment Profile**

| Field                          | Type     | Description                | Allowed Values                                          | Example                   |
| ------------------------------ | -------- | -------------------------- | ------------------------------------------------------- | ------------------------- |
| **`primarySourceOfFunds`**     | `string` | Main income source.        | `SFD_EMPLOYMENT`, `SFD_SAVINGS`, `SFD_INVESTMENT`, etc. | `"SFD_EMPLOYMENT"`        |
| **`totalAssets`**              | `string` | Total asset value.         | `VLM_UPTO_10K` to `VLM_MORE_THAN_250M`                  | `"VLM_ONEHUNDREDK_TO_1M"` |
| **`usdValueOfFiat`**           | `string` | Fiat currency value.       | `VLM_UPTO_10K` to `VLM_MORE_THAN_250M`                  | `"VLM_TEN_TO_100K"`       |
| **`usdValueOfCrypto`**         | `string` | Crypto asset value.        | `VLM_UPTO_10K` to `VLM_MORE_THAN_250M`                  | `"VLM_UPTO_10K"`          |
| **`monthlyDeposits`**          | `string` | Monthly deposit count.     | `CLM_UPTO_5` to `CLM_MORE_THAN_25`                      | `"CLM_UPTO_5"`            |
| **`monthlyInvestmentDeposit`** | `string` | Investment deposit amount. | `ILM_UPTO_1K` to `ILM_MORE_THAN_5M`                     | `"ILM_ONE_TO_100K"`       |

**5. KYC Profile**

| Field                               | Type    | Description                   | Example                                   |
| ----------------------------------- | ------- | ----------------------------- | ----------------------------------------- |
| **`fundsSendReceiveJurisdictions`** | `array` | Countries for fund transfers. | `["US", "GB", "DE"]`                      |
| **`engageInActivities`**            | `array` | Business activities.          | `["ACT_NONE"]`                            |
| **`vendorsAndCounterparties`**      | `array` | Business relationships.       | `["VND_SELF", "VND_MERCHANTS_SUPPLIERS"]` |

**6. Documents Array**

Array of uploaded documents with metadata and verification status.

**Example Individual Response:**

json

```
{
  "individual": {
    "application": {
      "firstName": "John",
      "middleName": "Michael",
      "lastName": "Doe",
      "emailAddress": "john.doe@example.com",
      "mailingAddress": {
        "unitNumber": "5A",
        "addressLine1": "123 Main Street",
        "addressLine2": "Suite 500",
        "city": "New York",
        "stateIso": "NY",
        "postalCode": "10001",
        "countryIso": "US"
      },
      "telephoneNumber": "+1234567890",
      "taxReferenceNumber": "123-45-6789",
      "passportNumber": "A12345678",
      "nationality": "US",
      "dateOfBirth": "1985-05-15T00:00:00Z",
      "usResidencyStatus": "RES_US_CITIZEN",
      "employmentStatus": "EMP_EMPLOYEE",
      "employmentDescription": "Software Engineer",
      "employerName": "Tech Solutions Inc.",
      "occupation": "Senior Developer",
      "investmentProfile": {
        "primarySourceOfFunds": "SFD_EMPLOYMENT",
        "primarySourceOfFundsDescription": "Salary and bonuses",
        "totalAssets": "VLM_ONEHUNDREDK_TO_1M",
        "usdValueOfFiat": "VLM_TEN_TO_100K",
        "monthlyDeposits": "CLM_UPTO_5",
        "monthlyWithdrawals": "CLM_UPTO_5",
        "monthlyInvestmentDeposit": "ILM_ONE_TO_100K",
        "monthlyInvestmentWithdrawal": "ILM_UPTO_1K",
        "usdValueOfCrypto": "VLM_UPTO_10K",
        "monthlyCryptoDeposits": "CLM_UPTO_5",
        "monthlyCryptoWithdrawals": "CLM_UPTO_5",
        "monthlyCryptoInvestmentDeposit": "ILM_UPTO_1K",
        "monthlyCryptoInvestmentWithdrawal": "ILM_UPTO_1K"
      },
      "kycProfile": {
        "fundsSendReceiveJurisdictions": ["US", "GB"],
        "engageInActivities": ["ACT_NONE"],
        "numberOfOperation": "CLM_UPTO_5",
        "aggregateUsdVolume1stMonth": "VLM_UPTO_10K",
        "aggregateUsdVolume3stMonth": "VLM_TEN_TO_100K",
        "aggregateUsdVolume6stMonth": "VLM_ONEHUNDREDK_TO_1M",
        "regulatedNoLicenseExplain": "",
        "requireClientAccount": false,
        "vendorsAndCounterparties": ["VND_SELF", "VND_MERCHANTS_SUPPLIERS"]
      },
      "guid": "app_12345",
      "documents": [
        {
          "id": "doc_pass123",
          "customerId": "cust_12345",
          "fileName": "passport.pdf",
          "size": 2048576,
          "mime": "application/pdf",
          "docType": "PASSPORT",
          "info": "US passport",
          "isLock": true,
          "createAt": "2024-05-15T10:30:00Z",
          "status": "DST_APPROVED"
        }
      ],
      "informationAttested": true
    }
  }
}
```

***

### **Corporate Application Response**

#### **Corporate Application Fields**

**1. Company Information**

| Field                        | Type     | Description               | Example                        |
| ---------------------------- | -------- | ------------------------- | ------------------------------ |
| **`registeredName`**         | `string` | Legal company name.       | `"Tech Solutions Corporation"` |
| **`tradingName`**            | `string` | Trading/business name.    | `"Tech Solutions"`             |
| **`registeredNumber`**       | `string` | Registration number.      | `"123456789"`                  |
| **`emailAddress`**           | `string` | Company email.            | `"admin@techsolutions.com"`    |
| **`websiteAddress`**         | `string` | Company website.          | `"https://techsolutions.com"`  |
| **`stateOfIncorporation`**   | `string` | State of incorporation.   | `"Delaware"`                   |
| **`countryOfIncorporation`** | `string` | Country of incorporation. | `"US"`                         |
| **`establishedOn`**          | `string` | Incorporation date.       | `"2020-01-15T00:00:00Z"`       |

**2. Corporate Entity Type**

| Field                     | Type     | Description           | Allowed Values                                      | Example                                  |
| ------------------------- | -------- | --------------------- | --------------------------------------------------- | ---------------------------------------- |
| **`corporateEntityType`** | `string` | Business structure.   | `ETT_C_CORP_PRIVATE`, `ETT_LLC`, `ETT_S_CORP`, etc. | `"ETT_C_CORP_PRIVATE"`                   |
| **`naics`**               | `string` | Industry code.        | -                                                   | `"541511"`                               |
| **`naicsDescription`**    | `string` | Industry description. | -                                                   | `"Custom Computer Programming Services"` |

**3. Registered & Physical Address**

Same structure as individual mailing address for both registered and physical locations.

**4. Corporate Investment Profile**

| Field                            | Type     | Description               | Allowed Values                                  | Example                   |
| -------------------------------- | -------- | ------------------------- | ----------------------------------------------- | ------------------------- |
| **`totalAssets`**                | `string` | Company total assets.     | `VLM_UPTO_10K` to `VLM_MORE_THAN_250M`          | `"VLM_ONE_TO_10M"`        |
| **`totalInvestableAssets`**      | `string` | Liquid/investable assets. | `VLM_UPTO_10K` to `VLM_MORE_THAN_250M`          | `"VLM_ONEHUNDREDK_TO_1M"` |
| **`assetAllocationToCrypto`**    | `string` | Crypto allocation.        | `VLM_UPTO_10K` to `VLM_MORE_THAN_250M`          | `"VLM_UPTO_10K"`          |
| **`investmentExperienceCrypto`** | `string` | Crypto experience level.  | `INE_LITTLE`, `INE_MODERATE`, `INE_SIGNIFICANT` | `"INE_MODERATE"`          |
| **`tradesPerMonth`**             | `string` | Monthly trade volume.     | `TRL_UPTO_20` to `TRL_MORE_THAN_400`            | `"TRL_UPTO_20"`           |

**5. Corporate KYC Profile**

| Field                       | Type     | Description             | Allowed Values                                       | Example              |
| --------------------------- | -------- | ----------------------- | ---------------------------------------------------- | -------------------- |
| **`primaryBusiness`**       | `string` | Main business activity. | `BSN_SOFTWARE`, `BSN_FINANCIAL`, `BSN_TRADING`, etc. | `"BSN_SOFTWARE"`     |
| **`regulatedStatus`**       | `string` | Regulatory status.      | `RGS_REGULATED`, `RGS_LICENSED`, `RGS_NONE`          | `"RGS_NONE"`         |
| **`businessJurisdictions`** | `array`  | Operating countries.    | -                                                    | `["US", "CA", "GB"]` |

**6. Individuals Array**

Array of company representatives, officers, and beneficial owners.

**Example Corporate Response:**

json

```
{
  "corporate": {
    "application": {
      "registeredName": "Tech Solutions Corporation",
      "tradingName": "Tech Solutions",
      "registeredNumber": "123456789",
      "registeredAddress": {
        "addressLine1": "456 Corporate Avenue",
        "city": "Wilmington",
        "stateIso": "DE",
        "postalCode": "19801",
        "countryIso": "US"
      },
      "physicalAddress": {
        "addressLine1": "123 Business Plaza",
        "city": "San Francisco",
        "stateIso": "CA",
        "postalCode": "94105",
        "countryIso": "US"
      },
      "telephoneNumber": "+16505551234",
      "websiteAddress": "https://techsolutions.com",
      "stateOfIncorporation": "Delaware",
      "countryOfIncorporation": "US",
      "corporateEntityType": "ETT_C_CORP_PRIVATE",
      "emailAddress": "admin@techsolutions.com",
      "establishedOn": "2020-01-15T00:00:00Z",
      "naics": "541511",
      "naicsDescription": "Custom Computer Programming Services",
      "investmentProfile": {
        "primarySourceOfFunds": "SFD_COMPANY",
        "totalInvestableAssets": "VLM_ONEHUNDREDK_TO_1M",
        "totalAssets": "VLM_ONE_TO_10M",
        "assetAllocationToCrypto": "VLM_UPTO_10K",
        "investmentExperienceCrypto": "INE_MODERATE",
        "investmentStrategyCrypto": "INS_MEDIUM_RISK",
        "initialDepositSource": "DEP_WIRE",
        "frequencyOfCryptoTransactions": "FRQ_MONTHLY",
        "cryptoInvestmentPlans": "INP_CUSTODY",
        "tradesPerMonth": "TRL_UPTO_20",
        "usdValueOfCrypto": "VLM_UPTO_10K",
        "frequencyOfTransactions": "FRQ_MONTHLY",
        "monthlyInvestmentDeposit": "ILM_ONE_TO_100K",
        "monthlyDeposits": "CLM_UPTO_5",
        "tradeInternationally": true,
        "tradeJurisdictions": ["US", "GB", "SG"],
        "usdValueOfFiat": "VLM_ONEHUNDREDK_TO_1M"
      },
      "kycProfile": {
        "primaryBusiness": "BSN_SOFTWARE",
        "descriptionOfBusinessNature": "Enterprise software development and consulting",
        "isCharitable": false,
        "businessJurisdictions": ["US", "CA", "GB"],
        "fundsSendReceiveJurisdictions": ["US", "GB", "EU"],
        "newYorkOffice": false,
        "engageInActivities": ["ACT_NONE"],
        "regulatedStatus": "RGS_NONE",
        "numberOfOperation": "CLM_UPTO_5",
        "aggregateUsdVolume1stMonth": "VLM_UPTO_10K",
        "requireClientAccount": false,
        "vendorsAndCounterparties": ["VND_SELF", "VND_MERCHANTS_SUPPLIERS", "VND_EMPLOYEES"]
      },
      "taxReferenceNumber": "98-7654321",
      "documents": [
        {
          "id": "doc_incorp123",
          "customerId": "cust_biz999",
          "fileName": "articles_of_incorporation.pdf",
          "size": 5120480,
          "mime": "application/pdf",
          "docType": "ARTICLES_OF_INCORPORATION",
          "info": "Delaware incorporation documents",
          "isLock": true,
          "createAt": "2024-04-15T08:45:00Z",
          "status": "DST_APPROVED"
        }
      ],
      "informationAttested": true
    },
    "individuals": [
      {
        "individualType": ["IND_OFFICER", "IND_BENEFICIAL_OWNER"],
        "firstName": "Sarah",
        "lastName": "Wilson",
        "emailAddress": "sarah.wilson@techsolutions.com",
        "mailingAddress": {
          "addressLine1": "789 Executive Lane",
          "city": "San Francisco",
          "stateIso": "CA",
          "postalCode": "94108",
          "countryIso": "US"
        },
        "telephoneNumber": "+16505556789",
        "taxReferenceNumber": "123-45-6789",
        "dateOfBirth": "1980-08-20T00:00:00Z",
        "percentageOwnership": 60,
        "title": "CEO",
        "usResidencyStatus": "RES_US_CITIZEN",
        "documents": [
          {
            "id": "doc_sarah_id",
            "fileName": "sarah_passport.pdf",
            "docType": "PASSPORT",
            "status": "DST_APPROVED"
          }
        ]
      }
    ]
  }
}
```

***

### **Field Value Details**

#### **Employment Status Values**

* **`EMP_EMPLOYEE`**: Employed by another organization
* **`EMP_SELF_EMPLOYED`**: Self-employed/contractor
* **`EMP_RETIRED`**: Retired from employment
* **`EMP_UNEMPLOYED`**: Currently unemployed
* **`EMP_OTHER`**: Other employment situation

#### **Asset Value Ranges**

* **`VLM_UPTO_10K`**: Up to $10,000
* **`VLM_TEN_TO_100K`**: $10,000 - $100,000
* **`VLM_ONEHUNDREDK_TO_1M`**: $100,000 - $1,000,000
* **`VLM_ONE_TO_10M`**: $1,000,000 - $10,000,000
* **`VLM_TEN_TO_50M`**: $10,000,000 - $50,000,000
* **`VLM_FIFTY_TO_250M`**: $50,000,000 - $250,000,000
* **`VLM_MORE_THAN_250M`**: Over $250,000,000

#### **Transaction Frequency**

* **`FRQ_DAILY`**: Daily transactions
* **`FRQ_WEEKLY`**: Weekly transactions
* **`FRQ_MONTHLY`**: Monthly transactions
* **`FRQ_QUARTERLY`**: Quarterly transactions

#### **Business Types**

* **`BSN_SOFTWARE`**: Software/technology company
* **`BSN_FINANCIAL`**: Financial services
* **`BSN_TRADING`**: Trading/investment firm
* **`BSN_CONSULTING`**: Professional services

***

### **Examples**

#### **Request**

bash

```
curl -X GET 'https://stagep.tst-apidmndelss.com/v2/customer/cust_12345/application' \
  -H 'Authorization: 123' \
  -H 'Accept: application/json'
```

#### **High Net Worth Individual Example**

**Response:**

json

```
{
  "individual": {
    "application": {
      "firstName": "Robert",
      "lastName": "Chen",
      "emailAddress": "robert.chen@example.com",
      "mailingAddress": {
        "addressLine1": "1 Billionaire Row",
        "city": "Beverly Hills",
        "stateIso": "CA",
        "postalCode": "90210",
        "countryIso": "US"
      },
      "telephoneNumber": "+13105551234",
      "taxReferenceNumber": "987-65-4321",
      "nationality": "US",
      "dateOfBirth": "1975-12-10T00:00:00Z",
      "usResidencyStatus": "RES_US_CITIZEN",
      "employmentStatus": "EMP_SELF_EMPLOYED",
      "employmentDescription": "Technology entrepreneur and investor",
      "occupation": "CEO and Investor",
      "investmentProfile": {
        "primarySourceOfFunds": "SFD_INVESTMENT",
        "totalAssets": "VLM_MORE_THAN_250M",
        "usdValueOfFiat": "VLM_TEN_TO_50M",
        "usdValueOfCrypto": "VLM_ONE_TO_10M",
        "monthlyInvestmentDeposit": "ILM_MORE_THAN_5M",
        "monthlyCryptoInvestmentDeposit": "ILM_ONEHUNDREDK_TO_1M"
      },
      "kycProfile": {
        "fundsSendReceiveJurisdictions": ["US", "CH", "SG", "GB"],
        "engageInActivities": ["ACT_NONE"],
        "vendorsAndCounterparties": ["VND_SELF", "VND_INVESTMENT"]
      },
      "documents": [
        {
          "id": "doc_robert_pass",
          "docType": "PASSPORT",
          "status": "DST_APPROVED"
        }
      ],
      "informationAttested": true
    }
  }
}
```

***

### **Error Responses**

1. **Customer Not Found**:

   json

   ```
   { "error": "Customer not found: cust_99999" }
   ```
2. **Application Not Found**:

   json

   ```
   { "error": "Application not found for customer" }
   ```
3. **Unauthorized**:

   json

   ```
   { "error": "Unauthorized" }
   ```

***

### **Notes**

* **Customer Type**: Response contains either `individual` or `corporate` object, not both
* **Document Status**: All associated documents include current verification status
* **Compliance**: Application data is used for KYC/AML regulatory compliance
* **Sensitive Data**: Personal identification numbers are masked/encrypted
* **Verification**: Application status reflects current compliance verification state

**Common Use Cases**:

* Customer onboarding status verification
* Compliance and regulatory reporting
* Risk assessment and profiling
* Document verification tracking
* Customer relationship management


---

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