Retrieve a record | Parallel Developer Documentation
Version: Current – v2.x
This endpoint can be used to obtain the current (most recent) data entry and traits for a business or individual.
HTTP Request
GET https://api.parallelmarkets.com/v2/partner-records/{id}
{id}- The individual or business ID in your case management account. If an external_id has been set, theexternal_idvalue can be used instead.
Query Parameters
None
Response Parameters
Returns a Record object for a valid identifier.
Example Response
- Individual Record
{
"id": "UG9kVXNlclJlY29yZDoyOQ==",
"type": "individual",
"archived_at": null,
"external_id": null,
"ref_code": null,
"identity_link_established_at": "2023-01-13T00:54:34Z",
"identity_link_expiration_requested_by": "subject",
"identity_link_expires_at": "2023-05-17T15:14:44Z",
"user_requested_deletion_at": null,
"user_deactivated_at": null,
"created_at": "2023-09-01T09:57:23Z",
"current_status": {
"notes": "This is a test note.",
"set_at": "2023-05-17T15:14:44Z",
"set_by": {
"email": "joe@acme.com",
"first_name": "Joe",
"last_name": "Bloggs"
},
"status": "approved"
},
"details": {
"accreditation_assertion_type": "evaluator-assertion",
"accreditation_expires_at": "2023-08-10T00:00:00Z",
"accreditation_status": "CURRENT",
"birth_date": "1990-01-01",
"birth_place": "United States",
"change_created_at": "2023-05-17T15:15:00Z",
"change_created_by": null,
"change_id": "UG9kVXNlckRhdGFFbnRyeTo1MA==",
"citizenship_country": "US",
"secondary_citizenship_countries": ["CA"],
"consistency_summary": {
"address_id_match": null,
"address_id_value": "123 Fake St, South Norwalk, 10011",
"address_records_match_level": "high",
"address_submitter_match": true,
"birth_date_id_match": true,
"birth_date_id_value": "1990-01-01",
"birth_date_records_match_level": "none",
"id_validity": "valid",
"id_matching_sides": true,
"name_id_match": false,
"name_id_value": "John Doe",
"name_records_match_level": "high",
"name_tax_match": null,
"name_tax_value": null,
"overall_records_match_level": "high",
"possibly_deceased": false,
"tin_multiple_match": false,
"tin_records_match_level": "none",
"id_files": [
{
"name": "passport-us.png",
"type": "passport",
"source": "user",
"category": "identity-document",
"expires_at": "2027-08-09T00:00:00Z",
"consistency_details": {
"address_id_match": false,
"address_id_value": "3715 EVANS TRAIL WAY, BELTSVILLE, MD, 207050000",
"birth_date_id_match": true,
"birth_date_id_value": "1995-08-09",
"id_country": "US",
"id_expiration": "2027-08-09",
"id_number": "340007237",
"id_selfie_similarity_level": null,
"id_side": "front",
"id_validity": "valid",
"name_id_match": true,
"name_id_value": "JOHN DOE",
"selfie_liveness_probability_level": null
},
"download_url": "https://secure-files.parallelmarkets.com/file/TWl...",
"note": null,
"type_name": "Passport",
"download_url_expires": 30,
"change_id": "UG9kVXNlckRhdGFFbnRyeTo5Mg=="
}
]
},
"domicile_location": {
"address_one": "11 11th st",
"address_two": "11L",
"city": "Brooklyn",
"country": "US",
"postal_code": "11201",
"region": null,
"state": "NY"
},
"email": "john@doe.com",
"first_name": "John",
"gender": "female",
"id_expiration": null,
"indicated_unaccredited_at": null,
"last_name": "Doe",
"marital_status": "single",
"middle_name": "S",
"name_suffix": "Jr.",
"phone": "+12125551234",
"residence_location": {
"address_one": "11 11th st",
"address_two": "11L",
"city": "Brooklyn",
"country": "US",
"postal_code": "11201",
"region": null,
"state": "NY"
},
"ref_code": "fund-launch-email",
"source": "api",
"tax_country": "US",
"tax_id": "000-99-0000",
"secondary_tax_ids": [
{
"tax_country": "CA",
"tax_id": "000-999-000"
}
],
"us_person": true,
"user_session": null,
"risk_monitoring_status": "enabled",
"user_deactivated_at": null,
"user_requested_deletion_at": null
},
"traits": [
{
"id": "commitment-amount",
"name": "Commitment Amount",
"type": "number",
"value": "500000.25"
},
{
"id": "external-ids",
"name": "External IDs",
"type": "strings",
"value": ["us:12345-67890", "ca:12345-67890"]
},
{
"id": "priority",
"name": "Priority",
"type": "string",
"value": "Medium"
},
{
"id": "refresh-date",
"name": "Refresh Date",
"type": "date",
"value": "2025-05-10"
},
{
"id": "returning-investor",
"name": "Returning Investor",
"type": "boolean",
"value": true
}
],
"risk_monitoring_status": "enabled",
"possible_or_likely_risk_match_count": 0,
"potential_risk_match_count": 1,
"subject_last_submitted_identity_at": "2024-08-23T15:17:21Z"
}
- Business Record
{
"id": "UG9kQnVzaW5lc3NSZWNvcmQ6OA==",
"type": "business",
"archived_at": null,
"external_id": "9ebcc45c-cf7d-4f13-92b7-3620f7dbb5df",
"ref_code": null,
"identity_link_established_at": "2023-05-01T09:57:23Z",
"identity_link_expiration_requested_by": null,
"identity_link_expires_at": null,
"created_at": "2023-05-01T09:57:23Z",
"current_status": {
"notes": "This is a test note.",
"set_at": "2023-10-17T15:14:44Z",
"set_by": {
"email": "joe@acme.com",
"first_name": "Joe",
"last_name": "Bloggs"
},
"status": "approved"
},
"details": {
"accreditation_assertion_type": "evaluator-assertion",
"accreditation_expires_at": "2023-08-10T00:00:00Z",
"accreditation_status": "CURRENT",
"beneficial_owners": [
{
"id": "UG9kVXNlclJlY29yZDoxMA==",
"ownership_percent": 0.1026,
"profile": {
"email": "john@fakeco.com",
"first_name": "John",
"last_name": "Doe"
},
"type": "individual"
},
{
"id": "UG9kVXNlclJlY29yZDo3",
"ownership_percent": 0.185,
"profile": {
"email": "jane@fakeco.com",
"first_name": "Jane",
"last_name": "Doe"
},
"type": "individual"
},
{
"id": "UG9kQnVzaW5lc3NSZWNvcmQ6Ng==",
"ownership_percent": 0.0193,
"profile": {
"business_type": "Limited Liability Company",
"name": "Another Fake Co",
"primary_contact": {
"email": "daenerys@example.com",
"first_name": "Daenerys",
"last_name": "Margaryen"
}
},
"type": "business"
}
],
"beneficial_ownership_threshold": "0.25",
"business_type": "Limited Liability Company",
"change_created_at": "2023-05-17T15:15:00Z",
"change_created_by": null,
"change_id": "UG9kVXNlclJlY29yZDoxMA==",
"consistency_summary": {
"address_records_match_level": "high",
"address_submitter_match": false,
"name_records_match_level": "high",
"name_tax_match": true,
"name_tax_value": null,
"overall_records_match_level": "high",
"tin_multiple_match": false,
"tin_records_match_level": "none"
},
"control_persons": [
{
"id": "UG9kVXNlclJlY29yZDoxMA==",
"profile": {
"email": "hugh@fakeco.com",
"first_name": "Hugh",
"last_name": "Boss"
},
"title": "CEO"
}
],
"incorporation_country": "US",
"incorporation_region": "CA",
"incorporation_state": "CA",
"indicated_unaccredited_at": null,
"name": "Fake Co",
"primary_contact": {
"email": "tyrion@fakeco.com",
"first_name": "Tyrion",
"last_name": "Bannister"
},
"principal_location": {
"address_one": "1 Street Street",
"address_two": "Apt. 706",
"city": "San Francisco",
"country": "US",
"postal_code": "20530",
"region": "CA",
"state": "CA"
},
"domicile_location": {
"address_one": "1 Vermont Street",
"address_two": "Apt. 706",
"city": "San Francisco",
"country": "US",
"postal_code": "20530",
"region": "CA",
"state": "CA"
},
"source": "api",
"tax_country": null,
"tax_id": null,
"secondary_tax_ids": [],
"us_person": null,
"risk_monitoring_status": "enabled"
},
"risk_monitoring_status": "enabled",
"possible_or_likely_risk_match_count": 0,
"potential_risk_match_count": 1,
"subject_last_submitted_identity_at": "2024-08-23T15:17:21Z"
}