Customer Onboarding - "edit-form" API Resource

API Support
1

I was reading through this guide, and was pretty excited to maybe use this edit-form functionality to require a little less business logic on my end:

However, when retrieving a customer in ‘document’ status - I don’t see the edit-form resource listed in _links. Is this guide/information still valid? I’ve provided the body of the response below

{
    "_links": {
        "verify-beneficial-owners": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/beneficial-owners",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "beneficial-owner"
        },
        "beneficial-owners": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/beneficial-owners",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "beneficial-owner"
        },
        "deactivate": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "customer"
        },
        "document-form": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/documents",
            "type": "application/vnd.dwolla.v1.hal+json; profile=\"https://github.com/dwolla/hal-forms\"",
            "resource-type": "document"
        },
        "self": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "customer"
        },
        "certify-beneficial-ownership": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/beneficial-ownership",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "beneficial-ownership"
        },
        "funding-sources": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/funding-sources",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "funding-source"
        },
        "transfers": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/transfers",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "transfer"
        },
        "verify-with-document": {
            "href": "https://api-sandbox.dwolla.com/customers/cd91155b-6a67-44e6-a05f-dc6aa958e1db/documents",
            "type": "application/vnd.dwolla.v1.hal+json",
            "resource-type": "document"
        }
    },
    "id": "cd91155b-6a67-44e6-a05f-dc6aa958e1db",
    "firstName": "test",
    "lastName": "editform",
    "email": "test@editform.com_SAMKEY_21",
    "type": "business",
    "status": "document",
    "created": "2020-05-11T16:55:51.940Z",
    "address1": "400 Business Drive",
    "city": "Wildwood",
    "state": "AL",
    "postalCode": "09230",
    "businessName": "Reg Name",
    "controller": {
        "firstName": "document",
        "lastName": "control",
        "title": "ceo",
        "address": {
            "address1": "50 control drive",
            "address2": "",
            "city": "cape amy",
            "stateProvinceRegion": "AK",
            "country": "US",
            "postalCode": "02302"
        }
    },
    "businessType": "corporation",
    "businessClassification": "9ED35A2A-7D6F-11E3-B976-5404A6144203"
}
2

Hi @jmtichell – Yes, Dwolla HAL-Forms is still supported!

Thanks for posting your response body! Since the above Customer is in document status and not in a different status (like retry) which allows for the account information to be updated, the edit-form is not present in the response. I’d recommend trying again with a Customer in retry status to test around with the edit-form.

3

Hi Shreya, Does this mean, once a customer gets to Document status, there is no way to correct the First name, last name, dob , ssn etc? Just in a hypothetical case where the customer realizes his entry was incorrect in comparison to the document he holds.

4

Hi @Rameez_Abdul_Huq, if you need to update the information for a Customer who has fallen into a “document” status you can place them back into “retry” status so that they can go through verification again by submitting their corrected information. You can do this via the Dashboard by navigating to the particular customer’s page and click on the three-dot ellipsis to place them into “retry”.

document to retry
document to retry1886×816 65.8 KB