Customer APIs

Unified API surface for managing the complete customer lifecycle — registration, authentication, identity verification, consent collection, and account activation — for both individual and business customers.

Base URL: https://sandbox.finhub.cloud/api/v2.1/customer

Customer Types

Individual (B2C)

Personal customer onboarding: categorization, registration, sessions, verification, and activation

Organization (B2B)

Business customer onboarding: registration, directors, employees, shareholders, and activation

Shared Onboarding Pattern

Both B2C and B2B flows follow the same high-level pattern:

Individual (B2C) onboarding flow

Organization (B2B) onboarding flow

Step	Individual (B2C)	Organization (B2B)
Register	`POST /individual/registration`	`POST /organization/registration`
Personnel	—	`POST /{orgId}/employee`, `GET /{orgId}/directors`
Verify	`POST /{customerId}/verification`	Via Verification & Compliance APIs
Consents	`POST /{customerId}/consents/{type}`	`POST /{orgId}/consents/{type}`
Activate	`POST /{customerId}/activation`	`POST /{orgId}/activation`

Verification, document upload, and consent management are handled through the Verification & Compliance APIs, which are shared across both customer types.

Authentication

All Customer API endpoints require the following headers:

Header	Required	Description
`Authorization`	Yes	`Bearer <token>` — OAuth 2.0 access token from an admin or customer session
`X-Tenant-ID`	Yes	Your tenant identifier
`Content-Type`	Yes	`application/json` for all POST requests

curl -X POST "https://sandbox.finhub.cloud/api/v2.1/customer/individual/registration" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "X-Tenant-ID: YOUR_TENANT_ID" \
  -H "Content-Type: application/json" \
  -d '{ ... }'

Verification & Compliance

KYC/KYB verification, document upload, approval, and consent management

Administration

Admin sessions, roles, audit trails, and platform management

Financial Operations

Wallet balances, transfers, beneficiaries, and payment consents

Developer Tools

Webhook subscriptions and testing utilities

Client Categories

Product Suite

Service Models

CoreX Service Model

API Service Model

Hybrid Service Model

Customer APIs

Customer APIs

Customer Types

Individual (B2C)

Organization (B2B)

Shared Onboarding Pattern

Individual (B2C) onboarding flow

Organization (B2B) onboarding flow

Authentication

Verification & Compliance

Administration

Financial Operations

Developer Tools

​Customer APIs

​Customer Types

Individual (B2C)

Organization (B2B)

​Shared Onboarding Pattern

​Individual (B2C) onboarding flow

​Organization (B2B) onboarding flow

​Authentication

​Related Resources

Verification & Compliance

Administration

Financial Operations

Developer Tools

Customer APIs

Customer Types

Shared Onboarding Pattern

Individual (B2C) onboarding flow

Organization (B2B) onboarding flow

Authentication

Related Resources