Step 4 of the Comprehensive Customer Creation Workflow focuses on handling documents for both Primary Customers and their related entities. Documents serve as supporting evidence for identity verification, compliance, and record-keeping. This step allows you to append new documents to a customer and retrieve existing documents when needed.Documentation Index
Fetch the complete documentation index at: https://docs.cynopsis.co/llms.txt
Use this file to discover all available pages before exploring further.
Available Operations
-
Step 4a — Append Document to Customer
Upload one or two document images (front,back) along with structured JSON metadata (document) to associate with a customer record. -
Step 4b — Get Documents from Customer
Retrieve all documents already attached to a customer or CRP, including file URLs, document metadata, and status.
Notes
- Both operations require authentication via Bearer token and the X-Domain-ID header.
- Document metadata must include a
typefield, with allowed values:NATIONAL_ID,PASSPORT,DRIVING_LICENSE,OTHERS. - If no documents are found for a given customer, retrieval endpoints will return an empty array
[].