Verification Documents, Embedded Errors, Verification Directives - Sole Proprietors

API Support Customers
1

We have a sole proprietor with document status and verify-with-document link. They uploaded an ID, which was approved, but the embedded errors indicate that they now also need to upload an EIN document.

Your docs define verify-with-document as “documents are needed only for a Controller.” Since the controller document was accepted and the outstanding requirement is a business document, the link and the directive appear to describe different things.

  1. Is verify-with-document expected to persist after the controller document is accepted, while a business document is still outstanding? Should we treat _links as the current outstanding set, or as a record of the original request?
  2. When _embedded.errors is present on a retry or document Customer, is it a complete enumeration of everything currently outstanding, or can it name a subset? This determines whether we can render directives as the full list of what a customer still owes.
  3. Does a directive clear when the corresponding document is uploaded, or only once it is accepted? Related: if an uploaded document is subsequently rejected, does the original directive reappear?
  4. Is the verification directive table in your documentation the complete set of codes, or can production return codes not listed there? If the list changes, is there a changelog or notification we can follow?