Step 4 — Document Management - Cynopsis API Documentation

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.

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 type field, 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 [].

Artemis Documentation

Workflow

API Documentation

​Available Operations

​Notes

Available Operations

Notes