# parallelmarkets.com > AI-optimized mirror of parallelmarkets.com containing 199 pages totalling 116,836 words of clean markdown content, structured data, and semantic HTML. Original source: https://parallelmarkets.com. Last updated: 2026-07-19T03:38:41.590Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [iCapital Identity Solutions](/content/demo/index.html) (47 words) - [app/index.html](/content/app/index.html) (17 words) - [Parallel Developer Documentation](/content/developer/index.html): Parallel Markets Developer Documentation (117 words) - [Parallel Markets](/content/site-root.html): Onboarding and compliance solutions for banks, funds and institutions (184 words) ## Articles & Blog Posts - [Create a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/records/create/index.html): This endpoint can be used to create a record. (1,884 words) - [Update a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/records/update/index.html): This endpoint can be used to update a record for a business or individual. (1,582 words) - [List available file types | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/files/list-types/index.html): This endpoint can be used to obtain a list all the record file types available to a partner. (636 words) - [Parallel Developer Documentation](/content/developer/docs/token/index.html) (34 words) - [List available file types | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/files/list-types/index.html): This endpoint can be used to obtain a list all the record file types available to a partner. (634 words) - [Create a record | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/records/create/index.html): This endpoint can be used to create a record. (619 words) - [Web3 Disclaimers](/content/web3-disclaimers/index.html) (391 words) - [Overview | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/statuses/index.html): Each individual and business record in the case management system has a status that indicates its current state in your workflow. Statuses can be one of: (546 words) - [Update a record | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/records/update/index.html): This endpoint can be used to update a record for a business or individual. (605 words) - [List status history | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/statuses/list/index.html): This endpoint can be used to obtain the status history for a specific individual or business. (170 words) - [List status history | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/statuses/list/index.html): This endpoint can be used to obtain the status history for a specific individual or business. (217 words) - [Update risk match resolution | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/risk-matches/update/index.html): This endpoint can be used to update a specific risk match's resolution status. (208 words) - [Update a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/records/update/index.html): This endpoint can be used to update a record for a business or individual. (1,182 words) - [List files for a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/files/list/index.html): This endpoint can be used to obtain a list of all files uploaded by an individual or business. (180 words) - [Update risk match resolution | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/risk-matches/update/index.html): This endpoint can be used to update a specific risk match's resolution status. (204 words) - [Identity API | Parallel Developer Documentation](/content/developer/docs/1-x/server/identity-api/index.html): If you are a new partner, you should integrate with the Case Management API, which provides access to your records, including identity information. You do not need to integrate with the Identity API. (973 words) - [List record changes | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/changes/list/index.html): Case Management preserves snapshots of changes made to records for an individual or business. This endpoint can be used to obtain all changes for a business or individual. (407 words) - [Upload file for a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/files/create/index.html): This endpoint can be used to upload a file and create a Record File entry that is associated with an individual or business record. (189 words) - [List risk matches | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/risk-matches/list/index.html): This endpoint can be used to obtain a list of risk matches for a specific individual or business. (289 words) - [Retrieve a record | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/records/get/index.html): This endpoint can be used to obtain the current (most recent) data entry for a business or individual. (440 words) - [Archive a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/records/archive/index.html): This endpoint can be used to archive a record. (404 words) - [Create a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/records/create/index.html): This endpoint can be used to create a record. (1,402 words) - [Parallel Identity Token | Parallel Developer Documentation](/content/developer/docs/1-x/token/index.html): The Parallel Identity (PID) Token is a non-transferrable, non-fungible token (NFT) that links real world individual and business identities with Ethereum wallet addresses. The PID Token provides accreditation, Know Your Customer (KYC), and international sanctions information in the form of a ERC-721 compatible token. (1,056 words) - [List risk match resolutions | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/risk-matches/list-resolutions/index.html): A risk match can have multiple resolutions applied to it over time. This endpoint can be used to obtain a list of all resolutions applied to a specific risk match. (332 words) - [List status history | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/statuses/list/index.html): This endpoint can be used to obtain the status history for a specific individual or business. (161 words) - [List risk match resolutions | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/risk-matches/list-resolutions/index.html): A risk match can have multiple resolutions applied to it over time. This endpoint can be used to obtain a list of all resolutions applied to a specific risk match. (493 words) - [Update status | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/statuses/create/index.html): This endpoint creates a new status entry for a given record. The newly created status entry becomes the record's current status entry. (181 words) - [Update status | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/statuses/create/index.html): This endpoint creates a new status entry for a given record. The newly created status entry becomes the record's current status entry. (148 words) - [Possible Flows | Parallel Developer Documentation](/content/developer/docs/next/javascript/flows/index.html): When a user clicks the Parallel Login button, they will load https://app.parallelmarkets.com/ (via redirect or embedded iframe) to authenticate and might need to complete an accreditation or identity verification flow. As a partner, you can choose which flow(s) a user experiences after clicking the Parallel Login button by using the forceaccreditationcheck and forceidentitycheck parameters in your initial login() JS SDK call). Before starting any flow, all users will be asked for their consent to share any information they provide — based on the scopes you request — unless they've previously given consent. The post-consent flow options available to you, as a partner, are described below. (1,808 words) - [Unarchive a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/records/unarchive/index.html): This endpoint can be used to unarchive a previously archived record. (269 words) - [Retrieve a risk match | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/risk-matches/get/index.html): This endpoint can be used to obtain a specific risk match for a specific individual or business. (162 words) - [List risk matches | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/risk-matches/list/index.html): This endpoint can be used to obtain a list of risk matches for a specific individual or business. (192 words) - [Retrieve a specific record change | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/changes/get/index.html): This endpoint can be used to obtain a specific snapshot of data for a business or individual. (243 words) - [List files for a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/files/list/index.html): This endpoint can be used to obtain a list of all files uploaded by an individual or business. (160 words) - [Archive a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/records/archive/index.html): This endpoint can be used to archive a record. (385 words) - [Profile API | Parallel Developer Documentation](/content/developer/docs/1-x/server/profile-api/index.html): Get basic profile information for an individual or business. (1,094 words) - [Update risk match resolution | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/risk-matches/update/index.html): This endpoint can be used to update a specific risk match's resolution status. (188 words) - [Retrieve a risk match | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/risk-matches/get/index.html): This endpoint can be used to obtain a specific risk match for a specific individual or business. (468 words) - [Unarchive a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/records/unarchive/index.html): This endpoint can be used to unarchive a previously archived record. (301 words) - [Events | Parallel Developer Documentation](/content/developer/docs/next/javascript/events/index.html): Subscribing to Events (1,204 words) - [support/hc/article_attachments/4417792970381/index.html](/content/support/hc/article_attachments/4417792970381/index.html) (480 words) - [Retrieve a record | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/records/get/index.html): This endpoint can be used to obtain the current (most recent) data entry and traits for a business or individual. (607 words) - [support/hc/en-us/article_attachments/4417792970381/index.html](/content/support/hc/en-us/article_attachments/4417792970381/index.html) (304 words) - [support/hc/en-us/article_attachments/29431305693197/index.html](/content/support/hc/en-us/article_attachments/29431305693197/index.html) (110 words) - [support/hc/article_attachments/37400050089101/index.html](/content/support/hc/article_attachments/37400050089101/index.html) (115 words) - [support/hc/en-us/article_attachments/37400050089101/index.html](/content/support/hc/en-us/article_attachments/37400050089101/index.html) (72 words) - [JavaScript ES Module | Parallel Developer Documentation](/content/developer/docs/next/javascript/loading/vanilla/index.html): If you're not able to use our React Module, you can load the Parallel SDK directly either via a `` element or via our ES Module. (975 words) - [List files for a record | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/files/list/index.html): This endpoint can be used to obtain a list of all files uploaded by an individual or business. (150 words) - [Retrieve a specific record change | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/changes/get/index.html): This endpoint can be used to obtain a specific snapshot of data for a business or individual. (286 words) - [support/hc/en-us/article_attachments/29431305695885/index.html](/content/support/hc/en-us/article_attachments/29431305695885/index.html) (99 words) - [Handoff API | Parallel Developer Documentation](/content/developer/docs/1-x/server/handoff-api/index.html): When a Parallel flow is initiated, the user doesn't return to a partner's website until after they complete all required steps. In some limited cases, users decide to come back later to complete a flow, in which case they would not return to your site. In these cases, if you'd like to check on the status of the handoff, we provide the concept of a "Handoff ID" and "Handoff API". (703 words) - [Possible Flows | Parallel Developer Documentation](/content/developer/docs/1-x/server/flows/index.html): When a user clicks the Parallel Login button, they are sent to parallelmarkets.com to authenticate and potentially go through an accreditation or identity verification flow. Partners can choose which flow(s) a user experiences after clicking the Parallel Login button with the forceaccreditationcheck and forceidentitycheck parameters in the initial authentication URL). Before entering any flow, all users will be asked to consent to sharing any information they provide — according to the scopes requested by the Partner — unless they have previously granted consent. Each of the post-consent flow options is described below. (934 words) - [Client Settings | Parallel Developer Documentation](/content/developer/docs/next/clients/index.html): To utilize the JavaScript SDK, you'll need to provide some information first in the Parallel admin area and create a "Client" configuration. (1,348 words) - [Blockchain API | Parallel Developer Documentation](/content/developer/docs/1-x/server/blockchain-api/index.html): Get verified wallet details, as well as Parallel Identity (PID) Token information, for an individual or business. (602 words) - [Request Format | Parallel Developer Documentation](/content/developer/docs/1-x/webhooks/request-format/index.html): The body of every webhook POST request will be a JSON object with the following properties: (456 words) - [Upload file for a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/files/create/index.html): This endpoint can be used to upload a file and create a Record File entry that is associated with an individual or business record. (171 words) - [Events | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/events/index.html): Subscribing to Events (950 words) - [React Integration | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/loading/react/index.html): If you're using React, you can use our React hooks library to make integration quick and easy. (756 words) - [Update status | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/statuses/create/index.html): This endpoint creates a new status entry for a given record. The newly created status entry becomes the record's current status entry. (133 words) - [List records | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/records/list/index.html): These endpoints can be used to retrieve a list of all businesses or individuals in your case management account. (178 words) - [Retrieve a record | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/records/get/index.html): This endpoint can be used to obtain the current (most recent) data entry and traits for a business or individual. (646 words) - [Investor Identity Solutions](/content/identity/index.html): Beneficial ownership mapping, Know-Your-Customer (KYC), Anti-Money Laundering (AML), and accreditation checks for 506c offerings. (311 words) - [List record comments | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/comments/list/index.html): This endpoint can be used to obtain the list of comments for a specific individual or business record. (169 words) - [Add a record comment | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/comments/create/index.html): This endpoint creates a new record comment for a given record. (121 words) - [Calling Server APIs | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/server-api/index.html): Once you have confirmed that a user is logged in and has agreed to share their information, you can call the server API methods directly from JavaScript using the api() function. This function accepts an endpoint path as the first argument and a callback function as the second. (511 words) - [Webhook Events | Parallel Developer Documentation](/content/developer/docs/next/webhooks/webhook-events/index.html): The body of every webhook POST request will be a JSON object with the following properties: (671 words) - [JavaScript ES Module | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/loading/vanilla/index.html): If you're not able to use our React Module, you can load the Parallel SDK directly either via a `` element or via our ES Module. (572 words) - [React Integration | Parallel Developer Documentation](/content/developer/docs/next/javascript/loading/react/index.html): If you're using React, you can use our React hooks library to make integration quick and easy. (523 words) - [SDK Configuration | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/configuration/index.html): The Parallel SDK must be initialized with, at minimum, a client_id before any other functions are called. (545 words) - [List risk matches | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/risk-matches/list/index.html): This endpoint can be used to obtain a list of risk matches for a specific individual or business. (288 words) - [Retrieve a risk match | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/risk-matches/get/index.html): This endpoint can be used to obtain a specific risk match for a specific individual or business. (445 words) - [CSV Import Functionality – Parallel Markets](/content/support/hc/en-us/articles/26531361636621-csv-import-functionality/index.html): Parallel has the ability to enable CSV imports for existing individual or business information. If this is something you're interested... (1,511 words) - [Data Structures | Parallel Developer Documentation](/content/developer/docs/1-x/server/data-structures/index.html): These are the JSON structures that are returned as API responses. (916 words) - [Accreditation FAQ – Parallel Markets](/content/support/hc/en-us/articles/4417792937101-accreditation-faq/index.html): An “accredited investor” is a category of person (or business) permitted to participate in certain unregistered securities offerings.... (2,060 words) - [Accreditations API | Parallel Developer Documentation](/content/developer/docs/1-x/server/accreditations-api/index.html): This API can be used to get accreditation information for an individual or business. (426 words) - [List risk match resolutions | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/risk-matches/list-resolutions/index.html): A risk match can have multiple resolutions applied to it over time. This endpoint can be used to obtain a list of all resolutions applied to a specific risk match. (473 words) - [Verifying Webhook Authenticity | Parallel Developer Documentation](/content/developer/docs/next/webhooks/signature-verification/index.html): Parallel can optionally sign all webhook requests with a shared secret key, allowing you to verify that the webhook call was actually made by Parallel and not by a third party. After configuring a webhook with a signing key, we will generate and display a unique Key for the client. The text we show for the key is a Base64-encoded representation of a secret key that will be used to sign any requests sent to your webhook. (375 words) - [app/settings/index.html](/content/app/settings/index.html) (49 words) - [Login Branding Guidelines | Parallel Developer Documentation](/content/developer/docs/1-x/branding/index.html): The Parallel Markets API allows users to assert their identity and accreditation status on other websites. Users have a portable investor identity that enables authentication and authorization on third party platforms without repeated accreditation verification. These guidelines relate to the branding of the Parallel Login button and associated branding assets. (413 words) - [Branding Guidelines | Parallel Developer Documentation](/content/developer/docs/next/branding/index.html): The Parallel Markets API allows users to assert their identity and accreditation status on other websites. Users have a portable investor identity that enables authentication and authorization on third party platforms without repeated accreditation verification. These guidelines relate to the branding of the Parallel Login button and associated branding assets. (449 words) - [Possible Flows | Parallel Developer Documentation](/content/developer/docs/javascript/flows/index.html): When a user clicks the Parallel Login button, they will load https://app.parallelmarkets.com/ (via redirect or embedded iframe) to authenticate and might need to complete an accreditation or identity verification flow. As a partner, you can choose which flow(s) a user experiences after clicking the Parallel Login button by using the forceaccreditationcheck and forceidentitycheck parameters in your initial login() JS SDK call). Before starting any flow, all users will be asked for their consent to share any information they provide — based on the scopes you request — unless they've previously given consent. The post-consent flow options available to you, as a partner, are described below. (1,837 words) - [List record changes | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/changes/list/index.html): Case Management preserves snapshots of changes made to records for an individual or business. This endpoint can be used to obtain all changes for a business or individual. (438 words) - [List accreditations | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/accreditations/list/index.html): This endpoint can be used to obtain a list of all accreditation applications made by an individual or business. (332 words) - [app/passport/index.html](/content/app/passport/index.html) (48 words) - [List records | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/records/list/index.html): These endpoints can be used to retrieve a list of all businesses or individuals in your case management account. (324 words) - [app/accreditation/index.html](/content/app/accreditation/index.html) (31 words) - [Retrieve a specific record change | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/changes/get/index.html): This endpoint can be used to obtain a specific snapshot of data for a business or individual. (286 words) - [Pre-Launch Checklist | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/pre-launch-checklist/index.html): Before launching a JavaScript frontend integration in production, there are a few things you should check to ensure you're ready for going live with users. (433 words) - [Obtaining an OAuth Token | Parallel Developer Documentation](/content/developer/docs/1-x/server/access-token/index.html): The following steps show how your application interacts with Parallel Market's OAuth 2.0 server to obtain a user's consent to perform an (1,372 words) - [Terms of Service](/content/terms-of-service/index.html) (7,079 words) - [Pre-Launch Checklist | Parallel Developer Documentation](/content/developer/docs/next/javascript/pre-launch-checklist/index.html): Before launching a JavaScript frontend integration in production, there are a few things you should check to ensure you're ready for going live with users. (392 words) - [List CDD requirements | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/requirements/list/index.html): This endpoint can be used to obtain the applicable customer due diligence (CDD) requirements for a given jurisdiction and investor type. Use it to determine which documents and information must be collected for an individual or business before they can be onboarded. (388 words) - [SDK Configuration | Parallel Developer Documentation](/content/developer/docs/next/javascript/configuration/index.html): The Parallel SDK must be initialized with, at minimum, a client_id before any other functions are called. (703 words) - [SDK Functions | Parallel Developer Documentation](/content/developer/docs/next/javascript/sdk/index.html): The Parallel JavaScript SDK includes the following functions on the Parallel object if you're including our JavaScript directly or via the NPM Module. (351 words) - [API Key Authentication | Parallel Developer Documentation](/content/developer/docs/1-x/server/api-keys/index.html): There are two ways you can access the API Endpoints: (412 words) - [Migration Guide | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/migration-guide/index.html): The Case Management API is part of the Case Management product offered by Parallel Markets. This guide is intended to be used by existing partners who have integrated with the Identity and/or Accreditation APIs and are looking to migrate to the Case Management API. (309 words) - [List record changes | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/changes/list/index.html): Case Management preserves snapshots of changes made to records for an individual or business. This endpoint can be used to obtain all changes for a business or individual. (460 words) - [Sandbox Quickstart Guide | Parallel Developer Documentation](/content/developer/docs/1-x/sandbox-quickstart/index.html): This guide is applicable to partners that have a sandbox account set up. If you do not have a sandbox account, please reach out to your Parallel Markets sales representative or send a request to our sales team here. (882 words) - [SDK Functions | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/sdk/index.html): The Parallel Javascript SDK includes the following functions on the Parallel object if you're including our JavaScript directly or via the NPM Module. (723 words) - [OAuth Client Settings | Parallel Developer Documentation](/content/developer/docs/1-x/clients/index.html): If you're creating an OAuth Client in production and need access to your company's account on app.parallelmarkets.com, any of your company's admins can create an account for you. (1,016 words) - [List records | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/records/list/index.html): These endpoints can be used to retrieve a list of all businesses or individuals in your case management account. (267 words) - [List accreditations | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/accreditations/list/index.html): This endpoint can be used to obtain a list of all accreditation applications made by an individual or business. (308 words) - [OAuth Token API | Parallel Developer Documentation](/content/developer/docs/1-x/server/token-api/index.html): Request Token from Code (602 words) - [GHC Housing Accreditation](/content/bridge/ghc/index.html) (435 words) - [Introduction | Parallel Developer Documentation](/content/developer/docs/1-x/server/case-management-api/introduction/index.html): The Case Management API is part of the Case Management product offered by Parallel Markets. (200 words) - [Events | Parallel Developer Documentation](/content/developer/docs/javascript/events/index.html): Subscribing to Events (1,208 words) - [Client Settings | Parallel Developer Documentation](/content/developer/docs/clients/index.html): To utilize the JavaScript SDK, you'll need to provide some information first in the Parallel admin area and create a "Client" configuration. (1,297 words) - [List CDD requirements | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/requirements/list/index.html): This endpoint can be used to obtain the applicable customer due diligence (CDD) requirements for a given jurisdiction and investor type. Use it to determine which documents and information must be collected for an individual or business before they can be onboarded. (370 words) - [Sandbox Quickstart Guide | Parallel Developer Documentation](/content/developer/docs/next/sandbox-quickstart/index.html): This guide is applicable to partners that have a sandbox account set up. If you do not have a sandbox account, please reach out to your Parallel Markets sales representative or send a request to our sales team here. (1,046 words) - [List record comments | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/comments/list/index.html): This endpoint can be used to obtain the list of comments for a specific individual or business record. (127 words) - [Add a record comment | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/comments/create/index.html): This endpoint creates a new record comment for a given record. (104 words) - [Developer Diagrams | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/developer-diagrams/index.html): Embedded Flow Sequence Diagram (238 words) - [Webhook Events | Parallel Developer Documentation](/content/developer/docs/webhooks/webhook-events/index.html): The body of every webhook POST request will be a JSON object with the following properties: (745 words) - [Changelog | Parallel Developer Documentation](/content/developer/docs/next/changelog/index.html): June 2026 (549 words) - [Access Revocation | Parallel Developer Documentation](/content/developer/docs/1-x/server/access-revocation/index.html): If someone at your organization indicates they'd like to remove access to individual or business data in the Parallel admin, or a user decides to stop sharing information, the Profile API response will contain details about access expiration: (255 words) - [Partner Settings – Parallel Markets](/content/support/hc/en-us/articles/4417804753165-partner-settings/index.html): Configuration options are available on your partner Settings page. JavaScript SDK Clients For each “connection” to the Parallel backend... (1,537 words) - [Error Responses | Parallel Developer Documentation](/content/developer/docs/1-x/server/errors/index.html): In the event of an error, the response will often have a type of application/json and there will be a error key with a description of the error. (269 words) - [Pre-Launch Checklist | Parallel Developer Documentation](/content/developer/docs/1-x/server/pre-launch-checklist/index.html): Before launching a server integration in production, there are a few things you should check to ensure you're ready for going live with users. (407 words) - [Webhooks | Parallel Developer Documentation](/content/developer/docs/1-x/webhooks/index.html): If you are a Case Management partner but are using legacy webhooks documented here, you should migrate to webhooks as described in our V2 documentation. Refer to the Migration Guide for more information. (708 words) - [TIN Search – Parallel Markets](/content/support/hc/en-us/articles/23149362460941-tin-search/index.html): Parallel Markets conducts a Public/Private Records Search as part of the individual and business verification process. The results of... (777 words) - [JavaScript ES Module | Parallel Developer Documentation](/content/developer/docs/javascript/loading/vanilla/index.html): If you're not able to use our React Module, you can load the Parallel SDK directly either via a `` element or via our ES Module. (1,086 words) - [SDK Functions | Parallel Developer Documentation](/content/developer/docs/javascript/sdk/index.html): The Parallel JavaScript SDK includes the following functions on the Parallel object if you're including our JavaScript directly or via the NPM Module. (902 words) - [developer/assets/files/parallel-api-swagger-18c8e8b4696a4a9baa793e70ce795c07-yml.html](/content/developer/assets/files/parallel-api-swagger-18c8e8b4696a4a9baa793e70ce795c07-yml.html) (362 words) - [Scopes | Parallel Developer Documentation](/content/developer/docs/1-x/server/scopes/index.html): When users are initially redirected to the Parallel Markets Authentication server, a scope parameter must be provided. This scope should be a space-delimited list of scopes that identify the resources that your application could access on the user's behalf. These values inform the consent screen that Parallel Markets displays to the user, and determine what API's the resulting token will have access to based on user consent. (238 words) - [Non-US Accreditation – Parallel Markets](/content/support/hc/en-us/articles/4417796535821-non-us-accreditation/index.html): Parallel Markets can accredit citizens of many countries, though our accreditation abilities are limited in some ways by SEC rules and... (989 words) - [React Integration | Parallel Developer Documentation](/content/developer/docs/javascript/loading/react/index.html): If you're using React, you can use our React hooks library to make integration quick and easy. (503 words) - [JavaScript SDK | Parallel Developer Documentation](/content/developer/docs/next/javascript/index.html): The Parallel JavaScript Software Development Kit (SDK) helps partners quickly and easily integrate the Parallel Markets API into an existing website frontend. You can use JavaScript to request that users provide the information necessary for an identity (KYC/KYB) check or an accreditation certification (if they haven't provided this information already). (752 words) - [Verifying Webhook Authenticity | Parallel Developer Documentation](/content/developer/docs/webhooks/signature-verification/index.html): Parallel can optionally sign all webhook requests with a shared secret key, allowing you to verify that the webhook call was actually made by Parallel and not by a third party. After configuring a webhook with a signing key, we will generate and display a unique Key for the client. The text we show for the key is a Base64-encoded representation of a secret key that will be used to sign any requests sent to your webhook. (353 words) - [Migrating from Legacy Webhooks | Parallel Developer Documentation](/content/developer/docs/webhooks/migration-guide/index.html): This guide is intended to be used by existing partners who migrated to our V2 Case Management APIs, but rely on on legacy per-client webhooks. (435 words) - [Supported Identity Documents – Parallel Markets](/content/support/hc/en-us/articles/17379714019725-supported-identity-documents/index.html): The Parallel Markets identity flow allows individuals and business to verify their identity by providing relevant identity-related... (585 words) - [Partner Billing FAQ – Parallel Markets](/content/support/hc/en-us/articles/4417810700685-partner-billing-faq/index.html): Parallel’s pricing approach is based on the number of individuals and businesses (including trusts, corporations and other businesses... (1,000 words) - [Case Management – Parallel Markets](/content/support/hc/en-us/articles/16412064359053-case-management/index.html): The Case Management product provides a unified dashboard for your compliance team to review, flag, resolve and approve new individuals... (1,227 words) - [SDK Configuration | Parallel Developer Documentation](/content/developer/docs/javascript/configuration/index.html): The Parallel SDK must be initialized with, at minimum, a client_id before any other functions are called. (681 words) - [Access Revocation | Parallel Developer Documentation](/content/developer/docs/next/server/access-revocation/index.html): If you have ever initiated a flow for users to provide identity or accreditation information via our JavaScript SDK, then your records will be updated whenever that user updates their information. The user can, however, indicate that they would like to stop sharing their ongoing updates with you. In that case, you will still have full access to all of your data on the Parallel platform, but any data refreshes from the user will not be visible. (474 words) - [JavaScript SDK | Parallel Developer Documentation](/content/developer/docs/1-x/javascript/index.html): The Parallel Javascript Software Development Kit (SDK) helps partners quickly and easily integrate the Parallel Markets API into an existing website frontend. You can use Javascript to authenticate users and request permission to access information about users (for instance, accreditation status). The same basic OAuth 2.0 process is followed as the server API uses, but it takes place entirely in the browser. (642 words) - [Webhooks | Parallel Developer Documentation](/content/developer/docs/next/webhooks/index.html): You can easily trigger automated downstream actions from your backend by listening to webhooks from your Case Management account. Webhooks are triggered for a variety of Webhook Events that occur within the Parallel Case Management system, including updates to individual and business records, when new risk matches are detected, or when risk matches are resolved. (439 words) - [Branding Guidelines | Parallel Developer Documentation](/content/developer/docs/branding/index.html): The Parallel Markets API allows users to assert their identity and accreditation status on other websites. Users have a portable investor identity that enables authentication and authorization on third party platforms without repeated accreditation verification. These guidelines relate to the branding of the Parallel Login button and associated branding assets. (441 words) - [Privacy Policy](/content/privacy-policy/index.html) (4,619 words) - [Record Traits – Parallel Markets](/content/support/hc/en-us/articles/32394559104397-record-traits/index.html): Record traits allow you, as a partner, to configure and store custom attributes about an individual or business in your Parallel... (679 words) - [API Key Authentication | Parallel Developer Documentation](/content/developer/docs/next/server/api-keys/index.html): Creating an API Key (367 words) - [Account Setup – Parallel Markets](/content/support/hc/en-us/articles/28277997342605-account-setup/index.html): Once your account has been activated you can begin using the Parallel dashboard. Please see below instructions on how to get your account... (388 words) - [V2 Migration Guide | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/migration-guide/index.html): This guide is intended to be used by existing partners who have integrated with the V1 Identity and/or Accreditation APIs and are looking to migrate to the V2 Case Management API. (538 words) - [Parallel Passport Overview – Parallel Markets](/content/support/hc/en-us/articles/7532477113869-parallel-passport-overview/index.html): Who is Parallel? Parallel Markets provides the only KYC/AML and Accreditation solution focused on eliminating redundant investor... (374 words) - [Pre-Launch Checklist | Parallel Developer Documentation](/content/developer/docs/next/server/pre-launch-checklist/index.html): Before launching a server integration in production, there are a few things you should check to ensure you're ready for going live with users. (348 words) - [Introduction | Parallel Developer Documentation](/content/developer/docs/next/server/case-management-api/introduction/index.html): The Case Management API provides programmatic access to the Parallel Markets platform. (219 words) - [Pre-Launch Checklist | Parallel Developer Documentation](/content/developer/docs/javascript/pre-launch-checklist/index.html): Before launching a JavaScript frontend integration in production, there are a few things you should check to ensure you're ready for going live with users. (345 words) - [2-Step Verification – Parallel Markets](/content/support/hc/en-us/articles/4417796273037-2-step-verification/index.html): Parallel Markets requires at least an email and secure password to log into our secure site. You can also choose to add another layer of... (620 words) - [Privacy FAQ – Parallel Markets](/content/support/hc/en-us/articles/4417796314765-privacy-faq/index.html): This is a list of the common questions we’ve received around the privacy of personal and business information. Do you share my personal... (422 words) - [API Key Authentication | Parallel Developer Documentation](/content/developer/docs/server/api-keys/index.html): Creating an API Key (355 words) - [Error Responses | Parallel Developer Documentation](/content/developer/docs/server/errors/index.html): In the event of an error, the response will often have a type of application/json and there will be a error key with a description of the error. (243 words) - [Data Structures | Parallel Developer Documentation](/content/developer/docs/next/server/data-structures/index.html): These are the JSON structures that are returned as API responses. (6,796 words) - [Sandbox Quickstart Guide | Parallel Developer Documentation](/content/developer/docs/sandbox-quickstart/index.html): This guide is applicable to partners that have a sandbox account set up. If you do not have a sandbox account, please reach out to your Parallel Markets sales representative or send a request to our sales team here. (1,316 words) - [Pre-Launch Checklist | Parallel Developer Documentation](/content/developer/docs/server/pre-launch-checklist/index.html): Before launching a server integration in production, there are a few things you should check to ensure you're ready for going live with users. (298 words) - [Accreditation Expiration – Parallel Markets](/content/support/hc/en-us/articles/4419508408589-accreditation-expiration/index.html): Per SEC rules, accreditation verifications are only valid for 90 days after the date of review. We understand this limitation can be... (408 words) - [Introduction | Parallel Developer Documentation](/content/developer/docs/server/case-management-api/introduction/index.html): The Case Management API provides programmatic access to the Parallel Markets platform. (179 words) - [Partner Dashboard – Parallel Markets](/content/support/hc/en-us/articles/4417810134925-partner-dashboard/index.html): Partners have access to a dashboard showing all of their current connections. A connection is a user or business that has consented to... (622 words) - [Partner Initiated Verifications – Parallel Markets](/content/support/hc/en-us/articles/37605186728845-partner-initiated-verifications/index.html): Government ID Upload & ScanGovernment IDs uploaded by partners will be automatically scanned, leveraging the same ID authentication... (481 words) - [Risk Monitoring Filtering – Parallel Markets](/content/support/hc/en-us/articles/27312598370445-risk-monitoring-filtering/index.html): Partners have the ability to turn off risk monitoring for all but potential sanctions matches. What this means is that partners can... (333 words) - [Changelog | Parallel Developer Documentation](/content/developer/docs/changelog/index.html): June 2026 (512 words) - [Passwords – Parallel Markets](/content/support/hc/en-us/articles/4417803862925-passwords/index.html): Parallel Markets follows the recommendations of the National Institute of Standard and Technology for password requirements: 8 character... (156 words) - [Sanctions Lists Monitored – Parallel Markets](/content/support/hc/en-us/articles/4544816977933-sanctions-lists-monitored/index.html): Parallel’s Identity platform provides 24/7 monitoring of over a thousand lists of individuals and corporate entities from approximately... (334 words) - [Parallel Markets is now iCapital Identity Solutions – Parallel Markets](/content/support/hc/en-us/articles/39766042539277-parallel-markets-is-now-icapital-identity-solutions.html): In January 2025, iCapital, the leading global fintech platform in the alternative investment landscape, announced its acquisition of... (615 words) - [Data Structures | Parallel Developer Documentation](/content/developer/docs/server/data-structures/index.html): These are the JSON structures that are returned as API responses. (6,739 words) - [Bridge Sites – Parallel Markets](/content/support/hc/en-us/articles/4417793245965-bridge-sites/index.html): For partners without engineering teams (or websites), Parallel Markets can create and host a co-branded landing page called a “bridge... (232 words) - [License Based Accreditations – Parallel Markets](/content/support/hc/en-us/articles/4417804320781-license-based-accreditations/index.html): On August 26, 2020, the SEC published its final rule to expand the definition of an “accredited investor” to include natural persons who... (157 words) - [Overview – Parallel Markets](/content/support/hc/en-us/articles/20913669557517-overview/index.html): As part of the individual and business verification process, Parallel Markets performs a search against a variety of public and private... (366 words) - [Security and Privacy – Parallel Markets](/content/support/hc/en-us/sections/4417796128653-security-and-privacy/index.html) (136 words) - [iCapital Identity Solutions](/content/app/signup/index.html) (47 words) - [Embedded Overlay – Parallel Markets](/content/support/hc/en-us/articles/4417796793869-embedded-overlay/index.html): Parallel provides a “Serverless” option for partners with existing websites. By adding a few lines of JavaScript to an existing web page,... (121 words) - [Access Revocation | Parallel Developer Documentation](/content/developer/docs/server/access-revocation/index.html): If you have ever initiated a flow for users to provide identity or accreditation information via our JavaScript SDK, then your records will be updated whenever that user updates their information. The user can, however, indicate that they would like to stop sharing their ongoing updates with you. In that case, you will still have full access to all of your data on the Parallel platform, but any data refreshes from the user will not be visible. (453 words) - [Server API – Parallel Markets](/content/support/hc/en-us/articles/4417796813069-server-api/index.html): For partners with existing engineering/product teams, our Server API integration option provides a standards-based method for partners to... (157 words) - [Error Responses | Parallel Developer Documentation](/content/developer/docs/next/server/errors/index.html): In the event of an error, the response will often have a type of application/json and there will be a error key with a description of the error. (263 words) - [Parallel Passport – Parallel Markets](/content/support/hc/en-us/sections/7532473992717-parallel-passport/index.html) (7 words) - [Identity – Parallel Markets](/content/support/hc/en-us/sections/17379493238157-identity/index.html) (7 words) - [Record Duplication Detection – Parallel Markets](/content/support/hc/en-us/articles/37659614109325-record-duplication-detection/index.html): Dashboard users can compare potential duplicate records side by side in a dedicated dialog box, making it easier to assess and resolve... (205 words) - [Integration Options – Parallel Markets](/content/support/hc/en-us/sections/4417796732173-integration-options/index.html) (91 words) - [Risk Monitoring – Parallel Markets](/content/support/hc/en-us/sections/4544639588877-risk-monitoring/index.html) (10 words) - [Data Security – Parallel Markets](/content/support/hc/en-us/articles/4417792801293-data-security/index.html): Maintaining the security of customer data is a paramount business concern and is necessary for the success of our business. Our overall... (223 words) - [Announcements – Parallel Markets](/content/support/hc/en-us/sections/39765905506061-announcements/index.html) (102 words) - [Public/Private Records Search – Parallel Markets](/content/support/hc/en-us/sections/23149085391501-public-private-records-search/index.html) (7 words) - [Partner Billing – Parallel Markets](/content/support/hc/en-us/sections/4417805303821-partner-billing/index.html) (7 words) - [Partner Dashboard – Parallel Markets](/content/support/hc/en-us/sections/4417804511373-partner-dashboard/index.html) (23 words) - [Server API Introduction | Parallel Developer Documentation](/content/developer/docs/1-x/server/index.html): The Parallel Markets API allows users to assert their identity and accreditation status on (526 words) - [Integration Options – Parallel Markets](/content/support/hc/en-us/articles/4417804538637-integration-options/index.html): The Parallel Markets Passport allows users to assert their identity and accreditation status on other websites. Users have a portable... (81 words) - [Webhooks | Parallel Developer Documentation](/content/developer/docs/webhooks/index.html): You can easily trigger automated downstream actions from your backend by listening to webhooks from your Case Management account. Webhooks are triggered for a variety of Webhook Events that occur within the Parallel Case Management system, including updates to individual and business records, when new risk matches are detected, or when risk matches are resolved. (415 words) - [Accreditation – Parallel Markets](/content/support/hc/en-us/sections/4417804182925-accreditation/index.html) (13 words) - [Server API Introduction | Parallel Developer Documentation](/content/developer/docs/next/server/index.html): Data can enter the Parallel platform either via direct entry from users (where a flow is initiated on your site using our JavaScript SDK) or pushed directly into our system via the Server API. Once data is stored in the Parallel platform, you can access and update that data via our Server API, which is described in this section. (115 words) - [JavaScript SDK | Parallel Developer Documentation](/content/developer/docs/javascript/index.html): The Parallel JavaScript Software Development Kit (SDK) helps partners quickly and easily integrate the Parallel Markets API into an existing website frontend. You can use JavaScript to request that users provide the information necessary for an identity (KYC/KYB) check or an accreditation certification (if they haven't provided this information already). (701 words) - [Server API Introduction | Parallel Developer Documentation](/content/developer/docs/server/index.html): Data can enter the Parallel platform either via direct entry from users (where a flow is initiated on your site using our JavaScript SDK) or pushed directly into our system via the Server API. Once data is stored in the Parallel platform, you can access and update that data via our Server API, which is described in this section. (95 words) - [User Support – Parallel Markets](/content/support/hc/en-us/categories/4417792416653-user-support/index.html): Support topics for users and businesses that are Passport holders. (29 words) - [Partner Support – Parallel Markets](/content/support/hc/en-us/categories/4417795884045-partner-support/index.html): Support for Partners that have integrated Parallel Markets. (53 words) - [Submit a request – Parallel Markets](/content/support/hc/en-us/requests/new/index.html) (35 words) - [iCapital Identity Solutions](/content/app/forgot-password/index.html) (11 words) - [Parallel Markets](/content/support/hc/en-us/index.html) (26 words) - [Parallel Markets — Careers](/content/careers/index.html): Free accreditation for individuals and businesses within one day. Passport is a portable identity for accredited investors that can be used across platforms. (133 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/robots.txt): Crawler directives