# Onboardings

## Start Onboarding

> Start onboarding process

```json
{"openapi":"3.0.1","info":{"title":"Entities","version":"1.0"},"tags":[{"name":"Onboardings","description":"Onboardings"}],"servers":[{"url":"https://tvda-api.platform-test.tradevest.ai","description":"Test"},{"url":"https://tvda-api.platform-pretest.tradevest.ai","description":"Pretest"}],"security":[{"Bearer":[]}],"components":{"securitySchemes":{"Bearer":{"type":"oauth2","flows":{"clientCredentials":{"tokenUrl":"https://tvdcustomauthdomain.auth.eu-central-1.amazoncognito.com/oauth2/token","scopes":{}}}}},"parameters":{"requestorId":{"schema":{"type":"string","format":"uuid"},"name":"Requestor-ID","in":"header","required":true,"description":"Unique requestor identification in UUID format"}},"schemas":{"StartOnboardingResult":{"title":"StartOnboardingResult","type":"object","properties":{"onboardingId":{"type":"string","format":"uuid","readOnly":true}},"required":["onboardingId"]},"ErrorMessage":{"title":"ErrorMessage","type":"object","properties":{"message":{"type":"string"},"responseType":{"type":"string"},"validationString":{"minLength":1,"type":"string"},"requestId":{"type":"string"},"errorCode":{"type":"string","maxLength":255},"errorDetails":{"type":"array","items":{"$ref":"#/components/schemas/ErrorDetails"}}},"required":["message","responseType","requestId"]},"ErrorDetails":{"title":"ErrorDetails","type":"object","properties":{"field":{"type":"string","maxLength":255},"errors":{"type":"array","items":{"$ref":"#/components/schemas/ErrorDetailsExplanation"}}},"required":["field"]},"ErrorDetailsExplanation":{"title":"ErrorDetailsExplanation","type":"object","properties":{"code":{"type":"string","maxLength":255},"parameter":{"type":"string"},"message":{"type":"string"}},"required":["code","message"]},"EntityOnboardingData":{"title":"EntityOnboardingData","type":"object","properties":{"entityType":{"$ref":"#/components/schemas/OnboardingEntityTypeEnum"},"entityId":{"type":"string","format":"uuid","description":"Identification number in UUID format of the entity"}},"required":["entityType","entityId"]},"OnboardingEntityTypeEnum":{"title":"OnboardingEntityTypeEnum","type":"string","enum":["BENEFICIAL_OWNER"]}}},"paths":{"/entities/onboardings":{"post":{"summary":"Start Onboarding","operationId":"start-onboarding","parameters":[{"$ref":"#/components/parameters/requestorId"}],"responses":{"200":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/StartOnboardingResult"}}}},"400":{"description":"Bad Request","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorMessage"}}}},"404":{"description":"Not Found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorMessage"}}}},"409":{"description":"Conflict","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorMessage"}}}}},"description":"Start onboarding process","requestBody":{"content":{"application/json":{"schema":{"$ref":"#/components/schemas/EntityOnboardingData"}}},"description":""},"tags":["Onboardings"]}}}}
```

## Get Onboardings

> Get list of onboardings for an entity

```json
{"openapi":"3.0.1","info":{"title":"Entities","version":"1.0"},"tags":[{"name":"Onboardings","description":"Onboardings"}],"servers":[{"url":"https://tvda-api.platform-test.tradevest.ai","description":"Test"},{"url":"https://tvda-api.platform-pretest.tradevest.ai","description":"Pretest"}],"security":[{"Bearer":[]}],"components":{"securitySchemes":{"Bearer":{"type":"oauth2","flows":{"clientCredentials":{"tokenUrl":"https://tvdcustomauthdomain.auth.eu-central-1.amazoncognito.com/oauth2/token","scopes":{}}}}},"schemas":{"EntityOnboarding":{"type":"object","properties":{"onboardingId":{"type":"string","format":"uuid","readOnly":true},"status":{"$ref":"#/components/schemas/OnboardingStatusEnum"},"entityType":{"$ref":"#/components/schemas/OnboardingEntityTypeEnum"},"entityId":{"type":"string","format":"uuid","description":"Identification number in UUID format of the entity"},"createdOn":{"type":"string","format":"date-time","readOnly":true},"modifiedOn":{"type":"string","format":"date-time","readOnly":true}},"required":["createdOn","entityId","entityType","modifiedOn","onboardingId","status"],"title":"EntityOnboarding"},"OnboardingStatusEnum":{"title":"OnboardingStatusEnum","type":"string","enum":["CREATED","PENDING","APPROVED","REJECTED","RECEIVED","INVALID"],"readOnly":true},"OnboardingEntityTypeEnum":{"title":"OnboardingEntityTypeEnum","type":"string","enum":["BENEFICIAL_OWNER"]},"ErrorMessage":{"title":"ErrorMessage","type":"object","properties":{"message":{"type":"string"},"responseType":{"type":"string"},"validationString":{"minLength":1,"type":"string"},"requestId":{"type":"string"},"errorCode":{"type":"string","maxLength":255},"errorDetails":{"type":"array","items":{"$ref":"#/components/schemas/ErrorDetails"}}},"required":["message","responseType","requestId"]},"ErrorDetails":{"title":"ErrorDetails","type":"object","properties":{"field":{"type":"string","maxLength":255},"errors":{"type":"array","items":{"$ref":"#/components/schemas/ErrorDetailsExplanation"}}},"required":["field"]},"ErrorDetailsExplanation":{"title":"ErrorDetailsExplanation","type":"object","properties":{"code":{"type":"string","maxLength":255},"parameter":{"type":"string"},"message":{"type":"string"}},"required":["code","message"]}},"parameters":{"onboardingEntityType":{"schema":{"$ref":"#/components/schemas/OnboardingEntityTypeEnum"},"name":"onboardingEntityType","in":"query","required":true},"mandatoryEntityId":{"schema":{"type":"string","format":"uuid"},"in":"query","name":"entityId","description":"Unique identification number of entity in UUID format","required":true}}},"paths":{"/entities/onboardings":{"get":{"summary":"Get Onboardings","operationId":"get-onboardings","responses":{"200":{"description":"OK","content":{"application/json":{"schema":{"type":"array","items":{"$ref":"#/components/schemas/EntityOnboarding"}}}}},"404":{"description":"Not Found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorMessage"}}}}},"description":"Get list of onboardings for an entity","tags":["Onboardings"],"parameters":[{"$ref":"#/components/parameters/onboardingEntityType"},{"$ref":"#/components/parameters/mandatoryEntityId"}]}}}}
```

## Get Onboarding

> Get onboarding information

```json
{"openapi":"3.0.1","info":{"title":"Entities","version":"1.0"},"tags":[{"name":"Onboardings","description":"Onboardings"}],"servers":[{"url":"https://tvda-api.platform-test.tradevest.ai","description":"Test"},{"url":"https://tvda-api.platform-pretest.tradevest.ai","description":"Pretest"}],"security":[{"Bearer":[]}],"components":{"securitySchemes":{"Bearer":{"type":"oauth2","flows":{"clientCredentials":{"tokenUrl":"https://tvdcustomauthdomain.auth.eu-central-1.amazoncognito.com/oauth2/token","scopes":{}}}}},"schemas":{"EntityOnboarding":{"type":"object","properties":{"onboardingId":{"type":"string","format":"uuid","readOnly":true},"status":{"$ref":"#/components/schemas/OnboardingStatusEnum"},"entityType":{"$ref":"#/components/schemas/OnboardingEntityTypeEnum"},"entityId":{"type":"string","format":"uuid","description":"Identification number in UUID format of the entity"},"createdOn":{"type":"string","format":"date-time","readOnly":true},"modifiedOn":{"type":"string","format":"date-time","readOnly":true}},"required":["createdOn","entityId","entityType","modifiedOn","onboardingId","status"],"title":"EntityOnboarding"},"OnboardingStatusEnum":{"title":"OnboardingStatusEnum","type":"string","enum":["CREATED","PENDING","APPROVED","REJECTED","RECEIVED","INVALID"],"readOnly":true},"OnboardingEntityTypeEnum":{"title":"OnboardingEntityTypeEnum","type":"string","enum":["BENEFICIAL_OWNER"]},"ErrorMessage":{"title":"ErrorMessage","type":"object","properties":{"message":{"type":"string"},"responseType":{"type":"string"},"validationString":{"minLength":1,"type":"string"},"requestId":{"type":"string"},"errorCode":{"type":"string","maxLength":255},"errorDetails":{"type":"array","items":{"$ref":"#/components/schemas/ErrorDetails"}}},"required":["message","responseType","requestId"]},"ErrorDetails":{"title":"ErrorDetails","type":"object","properties":{"field":{"type":"string","maxLength":255},"errors":{"type":"array","items":{"$ref":"#/components/schemas/ErrorDetailsExplanation"}}},"required":["field"]},"ErrorDetailsExplanation":{"title":"ErrorDetailsExplanation","type":"object","properties":{"code":{"type":"string","maxLength":255},"parameter":{"type":"string"},"message":{"type":"string"}},"required":["code","message"]}}},"paths":{"/entities/onboardings/{onboardingId}":{"get":{"summary":"Get Onboarding","operationId":"get-onboarding","responses":{"200":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/EntityOnboarding"}}}},"404":{"description":"Not Found","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorMessage"}}}}},"description":"Get onboarding information","tags":["Onboardings"]}}}}
```


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.tradevest.ai/api-reference/entities/onboardings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
