POST api/SaveInvestor
Request Information
URI Parameters
None.
Body Parameters
InvestorModelName | Description | Type | Additional information |
---|---|---|---|
RECORD_ID | integer |
None. |
|
RECORD_CHANGED_BY | string |
None. |
|
RECORD_START_DT | date |
None. |
|
RECORD_END_DT | date |
None. |
|
CLIENT_ID | integer |
None. |
|
INVESTOR_ID | integer |
None. |
|
CLIENT_REFERENCE_ID | string |
None. |
|
CLIENT_REFERENCE_NAME | string |
None. |
|
INVESTOR_TYPE | string |
None. |
|
INVESTOR_LEGAL_NAME | string |
None. |
|
ENTITY_INVESTOR_NAME | string |
None. |
|
INVESTOR_FIRST_NAME | string |
None. |
|
INVESTOR_LAST_NAME | string |
None. |
|
SINGLE_MEMBER_LLC_NAME | string |
None. |
|
REGARDED_OWNERS | string |
None. |
|
REGARDED_OWNER_TIN | string |
None. |
|
CITIZENSHIP_COUNTRY_ID | integer |
None. |
|
CITIZENSHIP_COUNTRY_NAME | string |
None. |
|
INCORPORATION_COUNTRY_ID | integer |
None. |
|
INCORPORATION_COUNTRY_NAME | string |
None. |
|
BIRTH_DATE | date |
None. |
|
StrBIRTH_DATE | string |
None. |
|
BIRTH_CITY | string |
None. |
|
BIRTH_STATE | string |
None. |
|
BIRTH_COUNTRY_ID | integer |
None. |
|
BIRTH_COUNTRY_NAME | string |
None. |
|
SSN | string |
None. |
|
TIN_COUNTRY_1_ID | integer |
None. |
|
TIN_COUNTRY_2_ID | integer |
None. |
|
ADDRESS_NUMBER_STREET | string |
None. |
|
ADDRESS_LINE_TWO | string |
None. |
|
ADDRESS_CITY | string |
None. |
|
ADDRESS_STATE | string |
None. |
|
ADDRESS_POST_CODE | string |
None. |
|
ADDRESS_COUNTRY_ID | integer |
None. |
|
MAILING_NUMBER_STREET | string |
None. |
|
MAILING_LINE_TWO | string |
None. |
|
MAILING_CITY | string |
None. |
|
MAILING_STATE | string |
None. |
|
MAILING_POST_CODE | string |
None. |
|
MAILING_COUNTRY_ID | integer |
None. |
|
ELECTRONIC_K1_CONSENT | string |
None. |
|
TYPE_OF_FORM | integer |
None. |
|
FORM_VALID | string |
None. |
|
FORM_SIGNATURE_DATE | date |
None. |
|
FORM_W8_OWNER_NAME | string |
None. |
|
INTERMEDIARY_NAME | string |
None. |
|
COUNTRY_INCORPORATION_ID | integer |
None. |
|
COUNTRY_INCORPORATION_NAME | string |
None. |
|
IMY_STATUS_ID | integer |
None. |
|
W9_EXEMPT_CODE | string |
None. |
|
W9_FATCA_CODE | string |
None. |
|
FATCA_STATUS_ID | integer |
None. |
|
TREATY_ARTICLE_ID | integer |
None. |
|
REPORTABLE_PERSON_CRS | string |
None. |
|
CRS_FORM_STATUS | string |
None. |
|
CONTROLLING_PERSONS | string |
None. |
|
PMIE | string |
None. |
|
REASON_NO_GIIN | string |
None. |
|
NAME_SPONSORED_ENTITY | string |
None. |
|
GIIN_SPONSORED_ENTITY | string |
None. |
|
COMMENTS | string |
None. |
|
INVESTMENT_ENTITY_TYPE | string |
None. |
|
INVEST_INTO_NON_US_ENTITY | string |
None. |
|
INVESTMENT_ACQUISITION_DATE | string |
None. |
|
INVESTMENT_DISPOSAL_DATE | string |
None. |
|
TIN_COUNTRY_1_Name | string |
None. |
|
TIN_COUNTRY_2_Name | string |
None. |
|
TIN_COUNTRY_3_Name | string |
None. |
|
ADDRESS_COUNTRY_Name | string |
None. |
|
FORM_TYPE_NAME | string |
None. |
|
FATCA_STATUS_NAME | string |
None. |
|
INVESTOR_Full_NAME | string |
None. |
|
Birth_CountryName | string |
None. |
|
Mailing_CountryName | string |
None. |
|
Incorporation_CountryName | string |
None. |
|
IMY_STATUS_NAME | string |
None. |
|
ARTICLE_NAME | string |
None. |
|
StrFORM_SIGNATURE_DATE | string |
None. |
|
LoggedInUserName | string |
None. |
|
FORM_EXPIRATION_DATE | date |
None. |
|
FATCA_SPECIFIED_PERSON_STATUS | string |
None. |
|
CRS_SPECIFIED_PERSON_STATUS | string |
None. |
|
bSPECIFIED_FATCA | boolean |
None. |
|
bREPORTABLE_PERSON_CRS | boolean |
None. |
|
bFATCA_REPORTABLE | boolean |
None. |
|
bCRS_REPORTABLE | boolean |
None. |
|
bELECTRONIC_K1_CONSENT | boolean |
None. |
|
bPMIE | boolean |
None. |
|
operationType | string |
None. |
|
TAX_RESIDENCY_1 | integer |
None. |
|
TAX_RESIDENCY_2 | integer |
None. |
|
TAX_RESIDENCY_3 | integer |
None. |
|
Tax_Residency_Country_1 | string |
None. |
|
Tax_Residency_Country_2 | string |
None. |
|
Tax_Residency_Country_3 | string |
None. |
|
strLOCAL_TAX_STATUS | string |
None. |
|
Full_Mailing_Address | string |
None. |
|
Full_Address | string |
None. |
|
CP_ID | integer |
None. |
|
InvestorType | string |
None. |
|
US_Tax_Form_Status | string |
None. |
|
US_Tax_Form_Provided | string |
None. |
|
StrFORM_EXPIRATION_DATE | string |
None. |
|
strINVESTOR_ID | string |
None. |
|
strRECORD_ID | string |
None. |
|
SPECIAL_TAX_STATUS | string |
None. |
|
strRECORD_START_DT | string |
None. |
|
strRECORD_END_DT | string |
None. |
|
Last_Update_On | string |
None. |
|
Last_Update_By | string |
None. |
|
SCHEDULE_K1_REQUIRED | string |
None. |
|
CONTACT_NAME | string |
None. |
|
CONTACT_PHONE | string |
None. |
|
CONTACT_EMAIL | string |
None. |
|
US_TAX_CLASSIFICATION_ID | integer |
None. |
|
US_TAX_CLASSIFICATION_NAME | string |
None. |
|
DISREGARDED_ENTITY_TIN | string |
None. |
|
LOCAL_TAX_CLASSIFICATION_ID | integer |
None. |
|
LOCAL_TAX_CLASSIFICATION_NAME | string |
None. |
|
SPECIFIED_FATCA | string |
None. |
|
PAYEE_STATUS | string |
None. |
|
EIN | string |
None. |
|
TIN_1 | string |
None. |
|
TIN_2 | string |
None. |
|
REASON_FOR_NO_TIN | string |
None. |
|
TIN_COUNTRY_3_ID | integer |
None. |
|
TIN_3 | string |
None. |
|
STATE_OF_TAX_RESIDENCE_ID | integer |
None. |
|
STATE_OF_TAX_RESIDENCE_NAME | string |
None. |
|
CHAPTER_4_STATUS_CODE | string |
None. |
|
GIIN | string |
None. |
|
W9_EXEMPT_PAYEE | string |
None. |
|
W9_EXEMPT_PAYEE_CODE | string |
None. |
|
W9_EXEMPT_FATCA | string |
None. |
|
W9_EXEMPT_FATCA_CODE | string |
None. |
|
CHAPTER_3_STATUS_CODE | string |
None. |
|
bIMY_WITHHOLDING_STATEMENT | boolean |
None. |
|
US_OWNERS | string |
None. |
|
US_TREATY_ELIGIBLE | string |
None. |
|
TREATY_COUNTRY_ID | integer |
None. |
|
TREATY_COUNTRY_Name | string |
None. |
|
LOB_CODE | string |
None. |
|
WITHHOLDING_RATE_INTEREST | string |
None. |
|
WITHHOLDING_RATE_DIVIDENDS | string |
None. |
|
WITHHOLDING_RATE_RENTS | string |
None. |
|
WITHHOLDING_RATE_ROYALTIES | string |
None. |
|
WITHHOLDING_RATE_OTHER | string |
None. |
|
W9_Federal_Tax_Classification | string |
None. |
|
INTEREST_TYPE | string |
None. |
|
DIVIDEND_TYPE | string |
None. |
|
OTHER_INCOME_TYPE | string |
None. |
|
INTEREST_CH3_BASIS_EXEMPTION | string |
None. |
|
DIVIDEND_CH3_BASIS_EXEMPTION | string |
None. |
|
OTHER_INCOME_CH3_BASIS_EXEMPTION | string |
None. |
|
CH4_BASIS_EXEMPTION | string |
None. |
|
IMY_WITHHOLDING_STATEMENT | string |
None. |
|
IMY_BEN_OWNERS_FORMS | string |
None. |
|
DRE_BRANCH_RECEIVING_PAYMENT | string |
None. |
|
WITHHOLDING_QUALIFIED_HOLDER | string |
None. |
|
US_ITIN | string |
None. |
|
US_TAX_FORM_REQUIRED | string |
None. |
|
US_FORM_STATUS | string |
None. |
|
CRS_FORM_REQUIRED | string |
None. |
|
CRS_TAX_FORM_STATUS | string |
None. |
|
FATCA_CLASSIFICATION | string |
None. |
|
FATCA_CLASSIFICATION_ID | integer |
None. |
|
FATCA_CLASSIFICATION_NAME | string |
None. |
|
CRS_CLASSIFICATION_ID | integer |
None. |
|
CRS_CLASSIFICATION_NAME | string |
None. |
|
CRS_STATUS_ID | integer |
None. |
|
CRS_STATUS_NAME | string |
None. |
|
FATCA_REPORTABLE | string |
None. |
|
FATCA_REPORTABLE_ID | integer |
None. |
|
FATCA_REPORTABLE_NAME | string |
None. |
|
CRS_REPORTABLE | string |
None. |
|
CRS_REPORTABLE_ID | integer |
None. |
|
CRS_REPORTABLE_NAME | string |
None. |
|
HTML_NOTE | string |
None. |
Request Formats
application/json, text/json
{ "RECORD_ID": 1, "RECORD_CHANGED_BY": "sample string 1", "RECORD_START_DT": "2025-06-23T12:46:10.5208465+00:00", "RECORD_END_DT": "2025-06-23T12:46:10.5208465+00:00", "CLIENT_ID": 1, "INVESTOR_ID": 1, "CLIENT_REFERENCE_ID": "sample string 2", "CLIENT_REFERENCE_NAME": "sample string 3", "INVESTOR_TYPE": "sample string 4", "INVESTOR_LEGAL_NAME": "sample string 5", "ENTITY_INVESTOR_NAME": "sample string 6", "INVESTOR_FIRST_NAME": "sample string 7", "INVESTOR_LAST_NAME": "sample string 8", "SINGLE_MEMBER_LLC_NAME": "sample string 9", "REGARDED_OWNERS": "sample string 10", "REGARDED_OWNER_TIN": "sample string 11", "CITIZENSHIP_COUNTRY_ID": 1, "CITIZENSHIP_COUNTRY_NAME": "sample string 12", "INCORPORATION_COUNTRY_ID": 1, "INCORPORATION_COUNTRY_NAME": "sample string 13", "BIRTH_DATE": "2025-06-23T12:46:10.5208465+00:00", "StrBIRTH_DATE": "sample string 14", "BIRTH_CITY": "sample string 15", "BIRTH_STATE": "sample string 16", "BIRTH_COUNTRY_ID": 1, "BIRTH_COUNTRY_NAME": "sample string 17", "SSN": "sample string 18", "TIN_COUNTRY_1_ID": 1, "TIN_COUNTRY_2_ID": 1, "ADDRESS_NUMBER_STREET": "sample string 19", "ADDRESS_LINE_TWO": "sample string 20", "ADDRESS_CITY": "sample string 21", "ADDRESS_STATE": "sample string 22", "ADDRESS_POST_CODE": "sample string 23", "ADDRESS_COUNTRY_ID": 1, "MAILING_NUMBER_STREET": "sample string 24", "MAILING_LINE_TWO": "sample string 25", "MAILING_CITY": "sample string 26", "MAILING_STATE": "sample string 27", "MAILING_POST_CODE": "sample string 28", "MAILING_COUNTRY_ID": 1, "ELECTRONIC_K1_CONSENT": "sample string 29", "TYPE_OF_FORM": 1, "FORM_VALID": "sample string 30", "FORM_SIGNATURE_DATE": "2025-06-23T12:46:10.5208465+00:00", "FORM_W8_OWNER_NAME": "sample string 31", "INTERMEDIARY_NAME": "sample string 32", "COUNTRY_INCORPORATION_ID": 1, "COUNTRY_INCORPORATION_NAME": "sample string 33", "IMY_STATUS_ID": 1, "W9_EXEMPT_CODE": "sample string 34", "W9_FATCA_CODE": "sample string 35", "FATCA_STATUS_ID": 1, "TREATY_ARTICLE_ID": 1, "REPORTABLE_PERSON_CRS": "sample string 36", "CRS_FORM_STATUS": "sample string 37", "CONTROLLING_PERSONS": "sample string 38", "PMIE": "sample string 39", "REASON_NO_GIIN": "sample string 40", "NAME_SPONSORED_ENTITY": "sample string 41", "GIIN_SPONSORED_ENTITY": "sample string 42", "COMMENTS": "sample string 43", "INVESTMENT_ENTITY_TYPE": "sample string 44", "INVEST_INTO_NON_US_ENTITY": "sample string 45", "INVESTMENT_ACQUISITION_DATE": "sample string 46", "INVESTMENT_DISPOSAL_DATE": "sample string 47", "TIN_COUNTRY_1_Name": "sample string 48", "TIN_COUNTRY_2_Name": "sample string 49", "TIN_COUNTRY_3_Name": "sample string 50", "ADDRESS_COUNTRY_Name": "sample string 51", "FORM_TYPE_NAME": "sample string 52", "FATCA_STATUS_NAME": "sample string 53", "INVESTOR_Full_NAME": "sample string 54", "Birth_CountryName": "sample string 55", "Mailing_CountryName": "sample string 56", "Incorporation_CountryName": "sample string 57", "IMY_STATUS_NAME": "sample string 58", "ARTICLE_NAME": "sample string 59", "StrFORM_SIGNATURE_DATE": "sample string 60", "LoggedInUserName": "sample string 61", "FORM_EXPIRATION_DATE": "2025-06-23T12:46:10.5208465+00:00", "FATCA_SPECIFIED_PERSON_STATUS": "sample string 62", "CRS_SPECIFIED_PERSON_STATUS": "sample string 63", "bSPECIFIED_FATCA": true, "bREPORTABLE_PERSON_CRS": true, "bFATCA_REPORTABLE": true, "bCRS_REPORTABLE": true, "bELECTRONIC_K1_CONSENT": true, "bPMIE": true, "operationType": "sample string 70", "TAX_RESIDENCY_1": 1, "TAX_RESIDENCY_2": 1, "TAX_RESIDENCY_3": 1, "Tax_Residency_Country_1": "sample string 71", "Tax_Residency_Country_2": "sample string 72", "Tax_Residency_Country_3": "sample string 73", "strLOCAL_TAX_STATUS": "sample string 74", "Full_Mailing_Address": "sample string 24, sample string 25, sample string 26, sample string 27, sample string 28, sample string 56", "Full_Address": "sample string 19, sample string 20, sample string 21, sample string 22, sample string 23, sample string 51", "CP_ID": 1, "InvestorType": "sample string 75", "US_Tax_Form_Status": "sample string 76", "US_Tax_Form_Provided": "sample string 77", "StrFORM_EXPIRATION_DATE": "sample string 78", "strINVESTOR_ID": "sample string 79", "strRECORD_ID": "sample string 80", "SPECIAL_TAX_STATUS": "sample string 81", "strRECORD_START_DT": "sample string 82", "strRECORD_END_DT": "sample string 83", "Last_Update_On": "sample string 84", "Last_Update_By": "sample string 85", "SCHEDULE_K1_REQUIRED": "sample string 86", "CONTACT_NAME": "sample string 87", "CONTACT_PHONE": "sample string 88", "CONTACT_EMAIL": "sample string 89", "US_TAX_CLASSIFICATION_ID": 1, "US_TAX_CLASSIFICATION_NAME": "sample string 90", "DISREGARDED_ENTITY_TIN": "sample string 91", "LOCAL_TAX_CLASSIFICATION_ID": 1, "LOCAL_TAX_CLASSIFICATION_NAME": "sample string 92", "SPECIFIED_FATCA": "sample string 93", "PAYEE_STATUS": "sample string 94", "EIN": "sample string 95", "TIN_1": "sample string 96", "TIN_2": "sample string 97", "REASON_FOR_NO_TIN": "sample string 98", "TIN_COUNTRY_3_ID": 1, "TIN_3": "sample string 99", "STATE_OF_TAX_RESIDENCE_ID": 1, "STATE_OF_TAX_RESIDENCE_NAME": "sample string 100", "CHAPTER_4_STATUS_CODE": "sample string 101", "GIIN": "sample string 102", "W9_EXEMPT_PAYEE": "sample string 103", "W9_EXEMPT_PAYEE_CODE": "sample string 104", "W9_EXEMPT_FATCA": "sample string 105", "W9_EXEMPT_FATCA_CODE": "sample string 106", "CHAPTER_3_STATUS_CODE": "sample string 107", "bIMY_WITHHOLDING_STATEMENT": true, "US_OWNERS": "sample string 109", "US_TREATY_ELIGIBLE": "sample string 110", "TREATY_COUNTRY_ID": 1, "TREATY_COUNTRY_Name": "sample string 111", "LOB_CODE": "sample string 112", "WITHHOLDING_RATE_INTEREST": "sample string 113", "WITHHOLDING_RATE_DIVIDENDS": "sample string 114", "WITHHOLDING_RATE_RENTS": "sample string 115", "WITHHOLDING_RATE_ROYALTIES": "sample string 116", "WITHHOLDING_RATE_OTHER": "sample string 117", "W9_Federal_Tax_Classification": "sample string 118", "INTEREST_TYPE": "sample string 119", "DIVIDEND_TYPE": "sample string 120", "OTHER_INCOME_TYPE": "sample string 121", "INTEREST_CH3_BASIS_EXEMPTION": "sample string 122", "DIVIDEND_CH3_BASIS_EXEMPTION": "sample string 123", "OTHER_INCOME_CH3_BASIS_EXEMPTION": "sample string 124", "CH4_BASIS_EXEMPTION": "sample string 125", "IMY_WITHHOLDING_STATEMENT": "sample string 126", "IMY_BEN_OWNERS_FORMS": "sample string 127", "DRE_BRANCH_RECEIVING_PAYMENT": "sample string 128", "WITHHOLDING_QUALIFIED_HOLDER": "sample string 129", "US_ITIN": "sample string 130", "US_TAX_FORM_REQUIRED": "sample string 131", "US_FORM_STATUS": "sample string 132", "CRS_FORM_REQUIRED": "sample string 133", "CRS_TAX_FORM_STATUS": "sample string 134", "FATCA_CLASSIFICATION": "sample string 135", "FATCA_CLASSIFICATION_ID": 1, "FATCA_CLASSIFICATION_NAME": "sample string 136", "CRS_CLASSIFICATION_ID": 1, "CRS_CLASSIFICATION_NAME": "sample string 137", "CRS_STATUS_ID": 1, "CRS_STATUS_NAME": "sample string 138", "FATCA_REPORTABLE": "sample string 139", "FATCA_REPORTABLE_ID": 1, "FATCA_REPORTABLE_NAME": "sample string 140", "CRS_REPORTABLE": "sample string 141", "CRS_REPORTABLE_ID": 1, "CRS_REPORTABLE_NAME": "sample string 142", "HTML_NOTE": "sample string 143" }
application/x-www-form-urlencoded
Sample not available.
Response Information
Resource Description
ApiResponseOfInvestorModelName | Description | Type | Additional information |
---|---|---|---|
Data | Collection of InvestorModel |
None. |
|
Success | boolean |
None. |
|
Message | Collection of string |
None. |
Response Formats
application/json, text/json
{ "Data": [ { "RECORD_ID": 1, "RECORD_CHANGED_BY": "sample string 1", "RECORD_START_DT": "2025-06-23T12:46:10.7221835+00:00", "RECORD_END_DT": "2025-06-23T12:46:10.7221835+00:00", "CLIENT_ID": 1, "INVESTOR_ID": 1, "CLIENT_REFERENCE_ID": "sample string 2", "CLIENT_REFERENCE_NAME": "sample string 3", "INVESTOR_TYPE": "sample string 4", "INVESTOR_LEGAL_NAME": "sample string 5", "ENTITY_INVESTOR_NAME": "sample string 6", "INVESTOR_FIRST_NAME": "sample string 7", "INVESTOR_LAST_NAME": "sample string 8", "SINGLE_MEMBER_LLC_NAME": "sample string 9", "REGARDED_OWNERS": "sample string 10", "REGARDED_OWNER_TIN": "sample string 11", "CITIZENSHIP_COUNTRY_ID": 1, "CITIZENSHIP_COUNTRY_NAME": "sample string 12", "INCORPORATION_COUNTRY_ID": 1, "INCORPORATION_COUNTRY_NAME": "sample string 13", "BIRTH_DATE": "2025-06-23T12:46:10.7221835+00:00", "StrBIRTH_DATE": "sample string 14", "BIRTH_CITY": "sample string 15", "BIRTH_STATE": "sample string 16", "BIRTH_COUNTRY_ID": 1, "BIRTH_COUNTRY_NAME": "sample string 17", "SSN": "sample string 18", "TIN_COUNTRY_1_ID": 1, "TIN_COUNTRY_2_ID": 1, "ADDRESS_NUMBER_STREET": "sample string 19", "ADDRESS_LINE_TWO": "sample string 20", "ADDRESS_CITY": "sample string 21", "ADDRESS_STATE": "sample string 22", "ADDRESS_POST_CODE": "sample string 23", "ADDRESS_COUNTRY_ID": 1, "MAILING_NUMBER_STREET": "sample string 24", "MAILING_LINE_TWO": "sample string 25", "MAILING_CITY": "sample string 26", "MAILING_STATE": "sample string 27", "MAILING_POST_CODE": "sample string 28", "MAILING_COUNTRY_ID": 1, "ELECTRONIC_K1_CONSENT": "sample string 29", "TYPE_OF_FORM": 1, "FORM_VALID": "sample string 30", "FORM_SIGNATURE_DATE": "2025-06-23T12:46:10.7221835+00:00", "FORM_W8_OWNER_NAME": "sample string 31", "INTERMEDIARY_NAME": "sample string 32", "COUNTRY_INCORPORATION_ID": 1, "COUNTRY_INCORPORATION_NAME": "sample string 33", "IMY_STATUS_ID": 1, "W9_EXEMPT_CODE": "sample string 34", "W9_FATCA_CODE": "sample string 35", "FATCA_STATUS_ID": 1, "TREATY_ARTICLE_ID": 1, "REPORTABLE_PERSON_CRS": "sample string 36", "CRS_FORM_STATUS": "sample string 37", "CONTROLLING_PERSONS": "sample string 38", "PMIE": "sample string 39", "REASON_NO_GIIN": "sample string 40", "NAME_SPONSORED_ENTITY": "sample string 41", "GIIN_SPONSORED_ENTITY": "sample string 42", "COMMENTS": "sample string 43", "INVESTMENT_ENTITY_TYPE": "sample string 44", "INVEST_INTO_NON_US_ENTITY": "sample string 45", "INVESTMENT_ACQUISITION_DATE": "sample string 46", "INVESTMENT_DISPOSAL_DATE": "sample string 47", "TIN_COUNTRY_1_Name": "sample string 48", "TIN_COUNTRY_2_Name": "sample string 49", "TIN_COUNTRY_3_Name": "sample string 50", "ADDRESS_COUNTRY_Name": "sample string 51", "FORM_TYPE_NAME": "sample string 52", "FATCA_STATUS_NAME": "sample string 53", "INVESTOR_Full_NAME": "sample string 54", "Birth_CountryName": "sample string 55", "Mailing_CountryName": "sample string 56", "Incorporation_CountryName": "sample string 57", "IMY_STATUS_NAME": "sample string 58", "ARTICLE_NAME": "sample string 59", "StrFORM_SIGNATURE_DATE": "sample string 60", "LoggedInUserName": "sample string 61", "FORM_EXPIRATION_DATE": "2025-06-23T12:46:10.7221835+00:00", "FATCA_SPECIFIED_PERSON_STATUS": "sample string 62", "CRS_SPECIFIED_PERSON_STATUS": "sample string 63", "bSPECIFIED_FATCA": true, "bREPORTABLE_PERSON_CRS": true, "bFATCA_REPORTABLE": true, "bCRS_REPORTABLE": true, "bELECTRONIC_K1_CONSENT": true, "bPMIE": true, "operationType": "sample string 70", "TAX_RESIDENCY_1": 1, "TAX_RESIDENCY_2": 1, "TAX_RESIDENCY_3": 1, "Tax_Residency_Country_1": "sample string 71", "Tax_Residency_Country_2": "sample string 72", "Tax_Residency_Country_3": "sample string 73", "strLOCAL_TAX_STATUS": "sample string 74", "Full_Mailing_Address": "sample string 24, sample string 25, sample string 26, sample string 27, sample string 28, sample string 56", "Full_Address": "sample string 19, sample string 20, sample string 21, sample string 22, sample string 23, sample string 51", "CP_ID": 1, "InvestorType": "sample string 75", "US_Tax_Form_Status": "sample string 76", "US_Tax_Form_Provided": "sample string 77", "StrFORM_EXPIRATION_DATE": "sample string 78", "strINVESTOR_ID": "sample string 79", "strRECORD_ID": "sample string 80", "SPECIAL_TAX_STATUS": "sample string 81", "strRECORD_START_DT": "sample string 82", "strRECORD_END_DT": "sample string 83", "Last_Update_On": "sample string 84", "Last_Update_By": "sample string 85", "SCHEDULE_K1_REQUIRED": "sample string 86", "CONTACT_NAME": "sample string 87", "CONTACT_PHONE": "sample string 88", "CONTACT_EMAIL": "sample string 89", "US_TAX_CLASSIFICATION_ID": 1, "US_TAX_CLASSIFICATION_NAME": "sample string 90", "DISREGARDED_ENTITY_TIN": "sample string 91", "LOCAL_TAX_CLASSIFICATION_ID": 1, "LOCAL_TAX_CLASSIFICATION_NAME": "sample string 92", "SPECIFIED_FATCA": "sample string 93", "PAYEE_STATUS": "sample string 94", "EIN": "sample string 95", "TIN_1": "sample string 96", "TIN_2": "sample string 97", "REASON_FOR_NO_TIN": "sample string 98", "TIN_COUNTRY_3_ID": 1, "TIN_3": "sample string 99", "STATE_OF_TAX_RESIDENCE_ID": 1, "STATE_OF_TAX_RESIDENCE_NAME": "sample string 100", "CHAPTER_4_STATUS_CODE": "sample string 101", "GIIN": "sample string 102", "W9_EXEMPT_PAYEE": "sample string 103", "W9_EXEMPT_PAYEE_CODE": "sample string 104", "W9_EXEMPT_FATCA": "sample string 105", "W9_EXEMPT_FATCA_CODE": "sample string 106", "CHAPTER_3_STATUS_CODE": "sample string 107", "bIMY_WITHHOLDING_STATEMENT": true, "US_OWNERS": "sample string 109", "US_TREATY_ELIGIBLE": "sample string 110", "TREATY_COUNTRY_ID": 1, "TREATY_COUNTRY_Name": "sample string 111", "LOB_CODE": "sample string 112", "WITHHOLDING_RATE_INTEREST": "sample string 113", "WITHHOLDING_RATE_DIVIDENDS": "sample string 114", "WITHHOLDING_RATE_RENTS": "sample string 115", "WITHHOLDING_RATE_ROYALTIES": "sample string 116", "WITHHOLDING_RATE_OTHER": "sample string 117", "W9_Federal_Tax_Classification": "sample string 118", "INTEREST_TYPE": "sample string 119", "DIVIDEND_TYPE": "sample string 120", "OTHER_INCOME_TYPE": "sample string 121", "INTEREST_CH3_BASIS_EXEMPTION": "sample string 122", "DIVIDEND_CH3_BASIS_EXEMPTION": "sample string 123", "OTHER_INCOME_CH3_BASIS_EXEMPTION": "sample string 124", "CH4_BASIS_EXEMPTION": "sample string 125", "IMY_WITHHOLDING_STATEMENT": "sample string 126", "IMY_BEN_OWNERS_FORMS": "sample string 127", "DRE_BRANCH_RECEIVING_PAYMENT": "sample string 128", "WITHHOLDING_QUALIFIED_HOLDER": "sample string 129", "US_ITIN": "sample string 130", "US_TAX_FORM_REQUIRED": "sample string 131", "US_FORM_STATUS": "sample string 132", "CRS_FORM_REQUIRED": "sample string 133", "CRS_TAX_FORM_STATUS": "sample string 134", "FATCA_CLASSIFICATION": "sample string 135", "FATCA_CLASSIFICATION_ID": 1, "FATCA_CLASSIFICATION_NAME": "sample string 136", "CRS_CLASSIFICATION_ID": 1, "CRS_CLASSIFICATION_NAME": "sample string 137", "CRS_STATUS_ID": 1, "CRS_STATUS_NAME": "sample string 138", "FATCA_REPORTABLE": "sample string 139", "FATCA_REPORTABLE_ID": 1, "FATCA_REPORTABLE_NAME": "sample string 140", "CRS_REPORTABLE": "sample string 141", "CRS_REPORTABLE_ID": 1, "CRS_REPORTABLE_NAME": "sample string 142", "HTML_NOTE": "sample string 143" }, { "RECORD_ID": 1, "RECORD_CHANGED_BY": "sample string 1", "RECORD_START_DT": "2025-06-23T12:46:10.7221835+00:00", "RECORD_END_DT": "2025-06-23T12:46:10.7221835+00:00", "CLIENT_ID": 1, "INVESTOR_ID": 1, "CLIENT_REFERENCE_ID": "sample string 2", "CLIENT_REFERENCE_NAME": "sample string 3", "INVESTOR_TYPE": "sample string 4", "INVESTOR_LEGAL_NAME": "sample string 5", "ENTITY_INVESTOR_NAME": "sample string 6", "INVESTOR_FIRST_NAME": "sample string 7", "INVESTOR_LAST_NAME": "sample string 8", "SINGLE_MEMBER_LLC_NAME": "sample string 9", "REGARDED_OWNERS": "sample string 10", "REGARDED_OWNER_TIN": "sample string 11", "CITIZENSHIP_COUNTRY_ID": 1, "CITIZENSHIP_COUNTRY_NAME": "sample string 12", "INCORPORATION_COUNTRY_ID": 1, "INCORPORATION_COUNTRY_NAME": "sample string 13", "BIRTH_DATE": "2025-06-23T12:46:10.7221835+00:00", "StrBIRTH_DATE": "sample string 14", "BIRTH_CITY": "sample string 15", "BIRTH_STATE": "sample string 16", "BIRTH_COUNTRY_ID": 1, "BIRTH_COUNTRY_NAME": "sample string 17", "SSN": "sample string 18", "TIN_COUNTRY_1_ID": 1, "TIN_COUNTRY_2_ID": 1, "ADDRESS_NUMBER_STREET": "sample string 19", "ADDRESS_LINE_TWO": "sample string 20", "ADDRESS_CITY": "sample string 21", "ADDRESS_STATE": "sample string 22", "ADDRESS_POST_CODE": "sample string 23", "ADDRESS_COUNTRY_ID": 1, "MAILING_NUMBER_STREET": "sample string 24", "MAILING_LINE_TWO": "sample string 25", "MAILING_CITY": "sample string 26", "MAILING_STATE": "sample string 27", "MAILING_POST_CODE": "sample string 28", "MAILING_COUNTRY_ID": 1, "ELECTRONIC_K1_CONSENT": "sample string 29", "TYPE_OF_FORM": 1, "FORM_VALID": "sample string 30", "FORM_SIGNATURE_DATE": "2025-06-23T12:46:10.7221835+00:00", "FORM_W8_OWNER_NAME": "sample string 31", "INTERMEDIARY_NAME": "sample string 32", "COUNTRY_INCORPORATION_ID": 1, "COUNTRY_INCORPORATION_NAME": "sample string 33", "IMY_STATUS_ID": 1, "W9_EXEMPT_CODE": "sample string 34", "W9_FATCA_CODE": "sample string 35", "FATCA_STATUS_ID": 1, "TREATY_ARTICLE_ID": 1, "REPORTABLE_PERSON_CRS": "sample string 36", "CRS_FORM_STATUS": "sample string 37", "CONTROLLING_PERSONS": "sample string 38", "PMIE": "sample string 39", "REASON_NO_GIIN": "sample string 40", "NAME_SPONSORED_ENTITY": "sample string 41", "GIIN_SPONSORED_ENTITY": "sample string 42", "COMMENTS": "sample string 43", "INVESTMENT_ENTITY_TYPE": "sample string 44", "INVEST_INTO_NON_US_ENTITY": "sample string 45", "INVESTMENT_ACQUISITION_DATE": "sample string 46", "INVESTMENT_DISPOSAL_DATE": "sample string 47", "TIN_COUNTRY_1_Name": "sample string 48", "TIN_COUNTRY_2_Name": "sample string 49", "TIN_COUNTRY_3_Name": "sample string 50", "ADDRESS_COUNTRY_Name": "sample string 51", "FORM_TYPE_NAME": "sample string 52", "FATCA_STATUS_NAME": "sample string 53", "INVESTOR_Full_NAME": "sample string 54", "Birth_CountryName": "sample string 55", "Mailing_CountryName": "sample string 56", "Incorporation_CountryName": "sample string 57", "IMY_STATUS_NAME": "sample string 58", "ARTICLE_NAME": "sample string 59", "StrFORM_SIGNATURE_DATE": "sample string 60", "LoggedInUserName": "sample string 61", "FORM_EXPIRATION_DATE": "2025-06-23T12:46:10.7221835+00:00", "FATCA_SPECIFIED_PERSON_STATUS": "sample string 62", "CRS_SPECIFIED_PERSON_STATUS": "sample string 63", "bSPECIFIED_FATCA": true, "bREPORTABLE_PERSON_CRS": true, "bFATCA_REPORTABLE": true, "bCRS_REPORTABLE": true, "bELECTRONIC_K1_CONSENT": true, "bPMIE": true, "operationType": "sample string 70", "TAX_RESIDENCY_1": 1, "TAX_RESIDENCY_2": 1, "TAX_RESIDENCY_3": 1, "Tax_Residency_Country_1": "sample string 71", "Tax_Residency_Country_2": "sample string 72", "Tax_Residency_Country_3": "sample string 73", "strLOCAL_TAX_STATUS": "sample string 74", "Full_Mailing_Address": "sample string 24, sample string 25, sample string 26, sample string 27, sample string 28, sample string 56", "Full_Address": "sample string 19, sample string 20, sample string 21, sample string 22, sample string 23, sample string 51", "CP_ID": 1, "InvestorType": "sample string 75", "US_Tax_Form_Status": "sample string 76", "US_Tax_Form_Provided": "sample string 77", "StrFORM_EXPIRATION_DATE": "sample string 78", "strINVESTOR_ID": "sample string 79", "strRECORD_ID": "sample string 80", "SPECIAL_TAX_STATUS": "sample string 81", "strRECORD_START_DT": "sample string 82", "strRECORD_END_DT": "sample string 83", "Last_Update_On": "sample string 84", "Last_Update_By": "sample string 85", "SCHEDULE_K1_REQUIRED": "sample string 86", "CONTACT_NAME": "sample string 87", "CONTACT_PHONE": "sample string 88", "CONTACT_EMAIL": "sample string 89", "US_TAX_CLASSIFICATION_ID": 1, "US_TAX_CLASSIFICATION_NAME": "sample string 90", "DISREGARDED_ENTITY_TIN": "sample string 91", "LOCAL_TAX_CLASSIFICATION_ID": 1, "LOCAL_TAX_CLASSIFICATION_NAME": "sample string 92", "SPECIFIED_FATCA": "sample string 93", "PAYEE_STATUS": "sample string 94", "EIN": "sample string 95", "TIN_1": "sample string 96", "TIN_2": "sample string 97", "REASON_FOR_NO_TIN": "sample string 98", "TIN_COUNTRY_3_ID": 1, "TIN_3": "sample string 99", "STATE_OF_TAX_RESIDENCE_ID": 1, "STATE_OF_TAX_RESIDENCE_NAME": "sample string 100", "CHAPTER_4_STATUS_CODE": "sample string 101", "GIIN": "sample string 102", "W9_EXEMPT_PAYEE": "sample string 103", "W9_EXEMPT_PAYEE_CODE": "sample string 104", "W9_EXEMPT_FATCA": "sample string 105", "W9_EXEMPT_FATCA_CODE": "sample string 106", "CHAPTER_3_STATUS_CODE": "sample string 107", "bIMY_WITHHOLDING_STATEMENT": true, "US_OWNERS": "sample string 109", "US_TREATY_ELIGIBLE": "sample string 110", "TREATY_COUNTRY_ID": 1, "TREATY_COUNTRY_Name": "sample string 111", "LOB_CODE": "sample string 112", "WITHHOLDING_RATE_INTEREST": "sample string 113", "WITHHOLDING_RATE_DIVIDENDS": "sample string 114", "WITHHOLDING_RATE_RENTS": "sample string 115", "WITHHOLDING_RATE_ROYALTIES": "sample string 116", "WITHHOLDING_RATE_OTHER": "sample string 117", "W9_Federal_Tax_Classification": "sample string 118", "INTEREST_TYPE": "sample string 119", "DIVIDEND_TYPE": "sample string 120", "OTHER_INCOME_TYPE": "sample string 121", "INTEREST_CH3_BASIS_EXEMPTION": "sample string 122", "DIVIDEND_CH3_BASIS_EXEMPTION": "sample string 123", "OTHER_INCOME_CH3_BASIS_EXEMPTION": "sample string 124", "CH4_BASIS_EXEMPTION": "sample string 125", "IMY_WITHHOLDING_STATEMENT": "sample string 126", "IMY_BEN_OWNERS_FORMS": "sample string 127", "DRE_BRANCH_RECEIVING_PAYMENT": "sample string 128", "WITHHOLDING_QUALIFIED_HOLDER": "sample string 129", "US_ITIN": "sample string 130", "US_TAX_FORM_REQUIRED": "sample string 131", "US_FORM_STATUS": "sample string 132", "CRS_FORM_REQUIRED": "sample string 133", "CRS_TAX_FORM_STATUS": "sample string 134", "FATCA_CLASSIFICATION": "sample string 135", "FATCA_CLASSIFICATION_ID": 1, "FATCA_CLASSIFICATION_NAME": "sample string 136", "CRS_CLASSIFICATION_ID": 1, "CRS_CLASSIFICATION_NAME": "sample string 137", "CRS_STATUS_ID": 1, "CRS_STATUS_NAME": "sample string 138", "FATCA_REPORTABLE": "sample string 139", "FATCA_REPORTABLE_ID": 1, "FATCA_REPORTABLE_NAME": "sample string 140", "CRS_REPORTABLE": "sample string 141", "CRS_REPORTABLE_ID": 1, "CRS_REPORTABLE_NAME": "sample string 142", "HTML_NOTE": "sample string 143" } ], "Success": true, "Message": [ "sample string 1", "sample string 2" ] }