> ## Documentation Index > Fetch the complete documentation index at: https://docs.engine.usesophic.com/llms.txt > Use this file to discover all available pages before exploring further. # Submit an onboarding application > Submits an onboarding application for compliance review. All referenced persons must already exist. The application is validated against the onboarding requirements for the given customer type. ## OpenAPI ````yaml /openapi.json post /onboarding-applications openapi: 3.1.0 info: title: Sophic Engine API version: 0.1.0 servers: - url: https://api.engine.usesophic.com security: [] tags: - description: Retrieve accounts, statements, and account documents. name: accounts x-group: Accounts - description: Read the audit trail of platform activity. name: activity x-group: Activity - description: Obtain OAuth access tokens for the Engine API. name: auth x-group: Authentication - description: Inspect the authenticated user or service actor. name: identity x-group: Identity - description: Retrieve fee schedules and billing information. name: billing x-group: Billing - description: Browse instruments and tradable products. name: catalog x-group: Catalog - description: Track onboarding applications through completion. name: onboarding x-group: Onboarding - description: Manage customer records and related person data. name: customers x-group: Customers - description: List platform events and inspect individual occurrences. name: events x-group: Events - description: Read positions, transactions, and account holdings. name: holdings x-group: Holdings - description: Retrieve legal agreements and required disclosures. name: legal-documents x-group: Legal Documents - description: Access prices and market data for instruments. name: market-data x-group: Market Data - description: Manage deposits, withdrawals, and funding accounts. name: payments x-group: Payments - description: Retrieve returns, earnings, and performance metrics. name: performance x-group: Performance - description: Place and manage orders, quotes, and trades. name: trading x-group: Trading - description: Read position and account valuations over time. name: valuation x-group: Valuation - description: Configure webhook endpoints and inspect deliveries. name: webhooks x-group: Webhooks - description: Upload files and retrieve stored documents. name: files x-group: Files paths: /onboarding-applications: post: tags: - onboarding summary: Submit an onboarding application description: >- Submits an onboarding application for compliance review. All referenced persons must already exist. The application is validated against the onboarding requirements for the given customer type. operationId: submit_onboarding_application_onboarding_applications_post requestBody: content: application/json: schema: $ref: '#/components/schemas/SubmitOnboardingApplicationRequest' required: true responses: '201': content: application/json: schema: $ref: '#/components/schemas/OnboardingApplicationResponse' description: Created '400': content: application/json: schema: $ref: '#/components/schemas/Error' description: Bad Request security: - HTTPBearer: [] components: schemas: SubmitOnboardingApplicationRequest: properties: authorities: description: People authorized to act and their authority types. items: $ref: '#/components/schemas/OnboardingAuthoritySpec' minItems: 1 title: Authorities type: array consents: description: Consent declarations attached to the application. items: $ref: '#/components/schemas/OnboardingConsentSpec' title: Consents type: array customer_type: allOf: - $ref: '#/components/schemas/CustomerType' description: Customer structure for the application. evidence: description: Evidence files attached to the application. items: $ref: '#/components/schemas/OnboardingEvidenceSpec' title: Evidence type: array required: - customer_type - authorities title: SubmitOnboardingApplicationRequest type: object OnboardingApplicationResponse: properties: application: description: Submitted application data. title: Application type: object created_at: description: >- The timestamp (in [ISO-8601](https://www.iso.org/iso-8601-date-and-time-format.html) format) of when the resource was created. format: date-time title: Created At type: string customer_type: allOf: - $ref: '#/components/schemas/CustomerType' description: Customer type for the application. id: description: Unique resource identifier. title: Id type: string modified_at: description: >- The timestamp (in [ISO-8601](https://www.iso.org/iso-8601-date-and-time-format.html) format) of when the resource was last modified. format: date-time title: Modified At type: string outcome: anyOf: - $ref: '#/components/schemas/OnboardingApplicationOutcome' - type: 'null' description: Final application outcome. status: allOf: - $ref: '#/components/schemas/OnboardingApplicationStatus' description: Lifecycle status of the application. required: - created_at - modified_at - id - customer_type - status - application title: OnboardingApplicationResponse type: object Error: properties: code: description: A machine-readable error code. title: Code type: string context: additionalProperties: anyOf: - type: string - type: integer description: An optional object for adding extra context to the error. title: Context type: object x-remove-null-from-type-union: true detail: description: A human-readable description of the error. title: Detail type: string docs: description: A URL to documentation about this error code. title: Docs type: string x-remove-null-from-type-union: true params: description: An optional list of params that failed validation. items: $ref: '#/components/schemas/InvalidParam' title: Params type: array x-remove-null-from-type-union: true required: - detail - code title: Error type: object OnboardingAuthoritySpec: additionalProperties: false description: A person reference with authority type. properties: authority_type: $ref: '#/components/schemas/AuthorityType' person: title: Person type: string required: - person - authority_type title: OnboardingAuthoritySpec type: object OnboardingConsentSpec: additionalProperties: false description: |- A consent declaration captured during onboarding. The `person_id` attributes the consent to a specific person -- an authority on the application, or a related person referenced by the legal entity's relationships claim. Validation of required consents happens per-person. `consent_type` is either a `LegalDocumentType` (the person accepted a specific legal document -- `legal_document_version` is required) or an `AttestationType` (the person made a self-attestation -- `legal_document_version` must be omitted). properties: consent_type: anyOf: - $ref: '#/components/schemas/LegalDocumentType' - $ref: '#/components/schemas/AttestationType' title: Consent Type consented_at: format: date-time title: Consented At type: string legal_document_version: anyOf: - type: string - type: 'null' title: Legal Document Version person: title: Person type: string required: - person - consent_type - consented_at title: OnboardingConsentSpec type: object CustomerType: enum: - individual - joint - business properties: {} title: CustomerType type: string OnboardingEvidenceSpec: additionalProperties: false description: |- An evidence file reference captured during onboarding. The `person_id` attributes the evidence to a specific person, so per-authority and per-relationship requirements can be validated against the subset of items belonging to that person. properties: document_type: anyOf: - $ref: >- #/components/schemas/sophic__domain__onboarding__enums__DocumentType - type: 'null' evidence_type: $ref: '#/components/schemas/EvidenceType' file: title: File type: string person: title: Person type: string required: - person - evidence_type - file title: OnboardingEvidenceSpec type: object OnboardingApplicationOutcome: enum: - approved - rejected - expired properties: {} title: OnboardingApplicationOutcome type: string OnboardingApplicationStatus: enum: - pending - processing - completed properties: {} title: OnboardingApplicationStatus type: string InvalidParam: properties: code: description: A machine-readable error code. title: Code type: string detail: description: Human-readable detail for error. title: Detail type: string path: description: Path to the field name (or index if a list) that errored. items: anyOf: - type: integer - type: string title: Path type: array required: - path - detail - code title: InvalidParam type: object AuthorityType: enum: - owner - joint_owner - signatory - power_of_attorney - trading properties: {} title: AuthorityType type: string LegalDocumentType: enum: - investment_services_agreement - risk_disclosures - conflicts_of_interest_policy - complaints_handling_policy - client_assets_safeguarding_policy - investor_compensation_fund_policy - order_execution_policy - costs_and_charges - pccpc_prospectus - pccpc_special_regulations - pccpc_acceptance_declaration properties: {} title: LegalDocumentType type: string AttestationType: const: data_accuracy description: >- Self-declarations a person can make about a specific action or submission. An attestation is always recorded against a target resource (see `ConsentTargetType`) — for example, asserting data accuracy for an onboarding application the person is submitting. It does not reference a `LegalDocumentVersion`; the wording is implicit in the surrounding flow. properties: {} title: AttestationType type: string sophic__domain__onboarding__enums__DocumentType: enum: - passport - national_id_front - national_id_back - driving_license - driving_license_front - driving_license_back - utility_bill - bank_statement - tax_document - shareholder_register - share_certificate - director_register - board_minutes - certificate_of_good_standing - incumbency_certificate - audited_accounts - management_accounts - ubo_declaration - org_chart - trust_deed - nominee_agreement - board_resolution properties: {} title: DocumentType type: string EvidenceType: enum: - identity_document - proof_of_address - selfie - certificate_of_shareholders - certificate_of_directors - certificate_of_good_standing - financial_statements - ownership_structure - proof_of_registered_address - proof_of_operating_address - nominee_agreement - board_resolution properties: {} title: EvidenceType type: string securitySchemes: HTTPBearer: scheme: bearer type: http ````