Files

Get files

get

Authorizations

api_key

X-API-KEYstringRequired

Query parameters

pagenumber · nullableOptionalDefault: 1

limitnumber · nullableOptionalDefault: 10

includestringOptionalExample: user,account

targetTablestring · enumOptionalPossible values:

targetIdstringOptional

Responses

200

200

application/json

401

401

application/json

get

/clients/api/v1/files

HTTPcURLJavaScriptPython

GET /clients/api/v1/files HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "items": [
    {
      "id": "text",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "url": "https://file-location.com",
      "fileType": "pdf",
      "fileName": "test.pdf",
      "name": "test",
      "category": "application",
      "label": "other",
      "private": true,
      "complianceReview": "PENDING",
      "targetTable": "KYCS",
      "targetId": "text",
      "linkedFrom": "text",
      "accountId": "account_01j6aqmtfyfwy9spjdcnh7yqk7",
      "userId": "user_01j6aqmtfyfwy9spjdcnh7yqk7",
      "kycs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "platform": "KYC Platform",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Passport",
          "documentImage": "https://example.com/passport.jpg",
          "kycStatus": "PENDING",
          "reason": "Document unclear",
          "response": "Submitted clearer document"
        }
      ],
      "kybs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_kyb_123",
          "platform": "KYB Platform",
          "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Certificate of Incorporation",
          "documentImage": "https://example.com/document.pdf",
          "kybStatus": "PENDING",
          "reason": "Additional information required",
          "response": "Submitted additional documents"
        }
      ],
      "individuals": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "text",
          "accountId": "text",
          "account": null,
          "investorAccountId": "text",
          "investorAccount": null,
          "role": "PRIMARY",
          "kycStatus": "NEEDS_REVIEW",
          "kycFirstName": "text",
          "kycLastName": "text",
          "kycDocumentType": "PASSPORT",
          "kycDocumentIssuer": "text",
          "kycDocumentNumber": "text",
          "kycIssuerDate": "text",
          "kycExpirationDate": "text",
          "kycCheck": "NEEDS_REVIEW",
          "kycCheckedAt": "2026-02-03T16:47:49.719Z",
          "kycLog": "text",
          "kycReviewedById": "text",
          "kycReviewedAt": "2026-02-03T16:47:49.719Z",
          "kycDocumentFrontFileId": "text",
          "kycDocumentFrontFile": "see File object",
          "kycDocumentBackFileId": "text",
          "kycDocumentBackFile": "see File object",
          "kycSelfieFileId": "text",
          "kycSelfieFile": "see File object",
          "sanctionsStatus": "NEEDS_REVIEW",
          "amlStatus": "NEEDS_REVIEW",
          "amlProvider": "ComplyAdvantage",
          "amlTid": "text",
          "amlUrl": "text",
          "amlCheckedAt": "2026-02-03T16:47:49.719Z",
          "amlLog": "text",
          "amlLogData": "text",
          "amlReviewedById": "text",
          "amlReviewedAt": "2026-02-03T16:47:49.719Z",
          "liquidNetWorth": 1,
          "liquidSecurities": 1,
          "illiquidSecurities": 1,
          "privateSecurities": 1,
          "aicAccreditationType": "PENDING",
          "aicExpirationDate": "2026-02-03T16:47:49.719Z",
          "aicQuestionnaire": "text",
          "aicStatus": "NEEDS_REVIEW",
          "aicCheckedAt": "2026-02-03T16:47:49.719Z",
          "aicLog": "text",
          "aicReviewedById": "text",
          "aicReviewedAt": "2026-02-03T16:47:49.719Z",
          "iraQuestionnaire": [
            {
              "id": "text",
              "hasIraAccounts": true,
              "inSelfDirectedIra": true,
              "custodian": "text",
              "hasOtherQualifiedFunds": true
            }
          ],
          "iraCheck": "PENDING",
          "iraCheckedAt": "2026-02-03T16:47:49.719Z",
          "iraLog": "text",
          "iraReviewedById": "text",
          "iraReviewedAt": "2026-02-03T16:47:49.719Z",
          "firstName": "text",
          "lastName": "text",
          "dob": "2026-02-03T16:47:49.719Z",
          "isUsCitizenOrGreenCardHolder": true,
          "citizenship": "AD",
          "ssn": "text",
          "lastFour": "text",
          "address": "text",
          "address2": "text",
          "email": "[email protected]",
          "phone": "text",
          "city": "text",
          "state": "text",
          "zip": "text",
          "country": "text",
          "kycTid": "text",
          "currencyCode": "text",
          "investedInCrowdfunding": 1,
          "currentAnnualIncome": 1,
          "averageAnnualIncome": 1,
          "averageHouseholdIncome": 1,
          "currentHouseholdIncome": 1,
          "householdNetWorth": 1,
          "isSolicited": true,
          "isRealEstate": true,
          "iliquidSecurities": 1,
          "timeHorizon": "text",
          "riskTolerance": "text",
          "investmentObjective": "text",
          "investmentExperience": "text",
          "experienceInPrivate": "text",
          "levelOfEducation": "text",
          "financialAdvisor": true,
          "occupation": "text",
          "employmentStatus": "EMPLOYED",
          "employerName": "text",
          "employerAddressLine1": "text",
          "employerAddressLine2": "text",
          "employerCity": "text",
          "employerState": "text",
          "employerZip": "text",
          "employerCountry": "text",
          "notes": "text",
          "kycs": [
            {
              "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
              "__entity": "Entity",
              "createdAt": "2026-02-02T18:26:08.573Z",
              "updatedAt": "2026-02-02T18:26:08.573Z",
              "deletedAt": "2026-02-02T18:26:08.574Z",
              "tid": "third_party_kyc_123",
              "platform": "KYC Platform",
              "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
              "documentType": "Passport",
              "documentImage": "https://example.com/passport.jpg",
              "kycStatus": "PENDING",
              "reason": "Document unclear",
              "response": "Submitted clearer document"
            }
          ],
          "amls": [
            {
              "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
              "__entity": "Entity",
              "createdAt": "2026-02-02T18:26:08.573Z",
              "updatedAt": "2026-02-02T18:26:08.573Z",
              "deletedAt": "2026-02-02T18:26:08.574Z",
              "tid": "third_party_kyc_123",
              "provider": "AML Provider",
              "url": "https://example.com/aml",
              "status": "PENDING",
              "checkedAt": "2022-01-01T00:00:00Z",
              "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6"
            }
          ],
          "aics": [
            {
              "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
              "__entity": "Entity",
              "createdAt": "2026-02-02T18:26:08.573Z",
              "updatedAt": "2026-02-02T18:26:08.573Z",
              "deletedAt": "2026-02-02T18:26:08.574Z",
              "individualId": null,
              "individual": null,
              "complianceReview": "PENDING",
              "reviewedById": null,
              "reviewedBy": null,
              "reviewedAt": "2026-02-03T16:47:49.719Z",
              "systemReview": "PENDING",
              "systemLog": [
                {
                  "check": "text",
                  "entered": 1,
                  "extracted": 1,
                  "result": "PASS",
                  "reason": "text"
                }
              ],
              "firstName": "text",
              "lastName": "text",
              "method": "PENDING",
              "incomeData": [
                {
                  "year": 1,
                  "filingStatus": "SINGLE",
                  "income": 1,
                  "fileId": null
                }
              ],
              "netWorthData": [
                {
                  "institution": "text",
                  "accountType": "CHECKING",
                  "balance": 1,
                  "fileId": null
                }
              ],
              "professionalData": [
                {
                  "professionalType": "SECURITIES_LICENSES",
                  "licenseNumber": "text",
                  "fileId": null
                }
              ],
              "employeeData": [
                {
                  "position": "text",
                  "fileId": null
                }
              ]
            }
          ],
          "setupStatus": "IN_PROGRESS",
          "setupStep": "NEW",
          "sourceOfIncome": "EMPLOYED",
          "ownership": 1,
          "kycProvider": "text",
          "retirementAccountType": "SELF_DIRECTED",
          "custodianName": "text",
          "custodianAccountNumber": "text",
          "custodianRepresentativeName": "text",
          "custodianEmail": "[email protected]",
          "accredited": true
        }
      ],
      "legalEntities": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_legal_entity_123",
          "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
          "investorAccountId": "investor_account_01j1xgme5qeqq97gpdztd7e4a7",
          "kybStatus": "PENDING",
          "sanctionsStatus": "PENDING",
          "kybs": [
            {
              "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
              "__entity": "Entity",
              "createdAt": "2026-02-02T18:26:08.573Z",
              "updatedAt": "2026-02-02T18:26:08.573Z",
              "deletedAt": "2026-02-02T18:26:08.574Z",
              "thirdPartyId": "third_party_kyb_123",
              "platform": "KYB Platform",
              "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
              "documentType": "Certificate of Incorporation",
              "documentImage": "https://example.com/document.pdf",
              "kybStatus": "PENDING",
              "reason": "Additional information required",
              "response": "Submitted additional documents"
            }
          ],
          "name": "Acme Corporation",
          "ein": "12-3456789",
          "companyType": "LLC",
          "streetAddress": "123 Main St",
          "city": "Anytown",
          "state": "CA",
          "zip": "12345",
          "country": "USA",
          "phone": "[phone]",
          "setupStatus": "IN_PROGRESS"
        }
      ],
      "investorAccounts": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "text",
          "investorAccountType": "INDIVIDUAL",
          "user": null,
          "userId": "text",
          "email": "[email protected]",
          "name": "text",
          "regAQualified": true,
          "regCfQualified": true,
          "regDQualified": true,
          "accountId": "text",
          "account": null,
          "trades": [],
          "individuals": [],
          "legalEntities": [],
          "setupStatus": "IN_PROGRESS",
          "systemReviewLog": "text",
          "totalAmount": 1,
          "statusCheck": null
        }
      ],
      "trades": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "investorAccountId": null,
          "investorAccount": null,
          "offering": null,
          "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
          "account": null,
          "offeringId": null,
          "paymentMethodId": null,
          "paymentMethod": null,
          "userId": null,
          "tradeNumber": "text",
          "ip": "text",
          "tid": "text",
          "investmentType": "INDIVIDUAL",
          "purchasedShares": 1,
          "bonusShares": 1,
          "totalNumberOfShares": 1,
          "pricePerShare": 1,
          "lineItems": [],
          "adjustments": [],
          "transactions": [],
          "totalAmount": 1,
          "tradeStatus": "CART",
          "tradeStatusUnmapped": "text",
          "tradeDate": "2026-02-03T16:47:49.719Z",
          "saStatus": "PENDING",
          "saStatusUnmapped": "text",
          "saUrl": "text",
          "saSignedAt": "2026-02-03T16:47:49.719Z",
          "saExtractedNumberOfShares": "text",
          "saExtractedTotalAmount": "text",
          "saExtractedPricePerShare": "text",
          "saExtractedInvestorType": "text",
          "saExtractedSigner": "text",
          "saExtractedSignatureDate": "2026-02-03T16:47:49.719Z",
          "saExtractedSigner2": "text",
          "saExtractedSignatureDate2": "2026-02-03T16:47:49.719Z",
          "saCheck": "PENDING",
          "saCheckedAt": "2026-02-03T16:47:49.719Z",
          "saLog": {
            "finalStatus": "PENDING",
            "matchResults": [
              {
                "tradeLineItemId": "trade_line_item_01kctsycw3fq7sj6hedvy62cja",
                "signerName": {
                  "actual": "text",
                  "status": "MATCHED",
                  "extracted": "text",
                  "corrected": "text"
                },
                "totalAmount": {
                  "actual": "text",
                  "status": "MATCHED",
                  "extracted": "text",
                  "corrected": "text"
                },
                "investorName": {
                  "actual": "text",
                  "status": "MATCHED",
                  "extracted": "text",
                  "corrected": "text"
                },
                "numberOfShares": {
                  "actual": "text",
                  "status": "MATCHED",
                  "extracted": "text",
                  "corrected": "text"
                }
              }
            ]
          },
          "txnTid": "text",
          "txnResponse": "text",
          "txnPaymentMethod": "CREDIT_CARD",
          "txnCurrencyCode": "text",
          "txnChargedAmount": 1,
          "txnDate": "2026-02-03T16:47:49.719Z",
          "txnSettledDate": "2026-02-03T16:47:49.719Z",
          "fundingStatus": "PENDING",
          "fundingStatusUnmapped": "text",
          "txnCheck": "PENDING",
          "txnCheckedAt": "2026-02-03T16:47:49.719Z",
          "txnLog": "text",
          "systemReviewCheck": "PENDING",
          "systemReviewCheckedAt": "2026-02-03T16:47:49.719Z",
          "systemReviewLog": "text",
          "complianceReview": "PENDING",
          "complianceReviewNotes": "text",
          "complianceReviewerId": "text",
          "issuerId": null,
          "complianceReviewName": "text",
          "complianceReviewAt": "2026-02-03T16:47:49.719Z",
          "tradeType": "PURCHASE",
          "placedAt": "2026-02-03T16:47:49.719Z",
          "platform": "text",
          "cancelledAt": "2026-02-03T16:47:49.719Z",
          "cancelledById": "text",
          "cancelledReason": "text",
          "cancellationPeriod": 1,
          "disbursed": true,
          "tradeAdjustments": 1,
          "chargedAmount": 1,
          "balance": 1,
          "isUncleared24h": true
        }
      ],
      "metadata": "text",
      "status": "PENDING",
      "reviewLog": "text",
      "pipeline": "NONE",
      "errorMessage": "text"
    }
  ],
  "meta": {
    "itemCount": 1,
    "totalItems": 10,
    "itemsPerPage": 1,
    "totalPages": 10,
    "currentPage": 1
  }
}

Upload a file

post

Upload a file to the system. CLIENT portal only supports uploads to INDIVIDUALS.

Example curl request

curl -X POST 'https://dalmore-client-portal-api-prod.onrender.com/api/v1/files?name=test&category=application&targetId=individual_01j5tkg6k2fygr0x06fegt27aj' \
  --header 'Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9' \
  --form 'file=@"/Users/local/Desktop/test.csv"'

Authorizations

api_key

X-API-KEYstringRequired

Query parameters

namestring · min: 1 · max: 100RequiredExample: file_name

categorystring · max: 50RequiredExample: application

labelstring · enumRequiredExample: OTHERPossible values:

targetIdone ofRequiredExample: individual_01kcrsny60fb9rjc8bbqc3b80c

stringOptional

or

stringOptional

metadatastring · min: 2 · max: 600000 · nullableOptional

Responses

201

201

application/json

400

400

application/json

401

401

application/json

422

422

application/json

500

500

application/json

502

502

application/json

post

/clients/api/v1/files

HTTPcURLJavaScriptPython

POST /clients/api/v1/files?name=file_name&category=application&label=OTHER&targetId=individual_01kcrsny60fb9rjc8bbqc3b80c HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "id": "text",
  "__entity": "Entity",
  "createdAt": "2026-02-02T18:26:08.573Z",
  "updatedAt": "2026-02-02T18:26:08.573Z",
  "deletedAt": "2026-02-02T18:26:08.574Z",
  "tid": "text",
  "url": "https://file-location.com",
  "fileType": "pdf",
  "fileName": "test.pdf",
  "name": "test",
  "category": "application",
  "label": "other",
  "private": true,
  "complianceReview": "PENDING",
  "targetTable": "KYCS",
  "targetId": "text",
  "linkedFrom": "text",
  "accountId": "account_01j6aqmtfyfwy9spjdcnh7yqk7",
  "userId": "user_01j6aqmtfyfwy9spjdcnh7yqk7",
  "kycs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "third_party_kyc_123",
      "platform": "KYC Platform",
      "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Passport",
      "documentImage": "https://example.com/passport.jpg",
      "kycStatus": "PENDING",
      "reason": "Document unclear",
      "response": "Submitted clearer document"
    }
  ],
  "kybs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_kyb_123",
      "platform": "KYB Platform",
      "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Certificate of Incorporation",
      "documentImage": "https://example.com/document.pdf",
      "kybStatus": "PENDING",
      "reason": "Additional information required",
      "response": "Submitted additional documents"
    }
  ],
  "individuals": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "accountId": "text",
      "account": null,
      "investorAccountId": "text",
      "investorAccount": null,
      "role": "PRIMARY",
      "kycStatus": "NEEDS_REVIEW",
      "kycFirstName": "text",
      "kycLastName": "text",
      "kycDocumentType": "PASSPORT",
      "kycDocumentIssuer": "text",
      "kycDocumentNumber": "text",
      "kycIssuerDate": "text",
      "kycExpirationDate": "text",
      "kycCheck": "NEEDS_REVIEW",
      "kycCheckedAt": "2026-02-03T16:47:49.719Z",
      "kycLog": "text",
      "kycReviewedById": "text",
      "kycReviewedAt": "2026-02-03T16:47:49.719Z",
      "kycDocumentFrontFileId": "text",
      "kycDocumentFrontFile": "see File object",
      "kycDocumentBackFileId": "text",
      "kycDocumentBackFile": "see File object",
      "kycSelfieFileId": "text",
      "kycSelfieFile": "see File object",
      "sanctionsStatus": "NEEDS_REVIEW",
      "amlStatus": "NEEDS_REVIEW",
      "amlProvider": "ComplyAdvantage",
      "amlTid": "text",
      "amlUrl": "text",
      "amlCheckedAt": "2026-02-03T16:47:49.719Z",
      "amlLog": "text",
      "amlLogData": "text",
      "amlReviewedById": "text",
      "amlReviewedAt": "2026-02-03T16:47:49.719Z",
      "liquidNetWorth": 1,
      "liquidSecurities": 1,
      "illiquidSecurities": 1,
      "privateSecurities": 1,
      "aicAccreditationType": "PENDING",
      "aicExpirationDate": "2026-02-03T16:47:49.719Z",
      "aicQuestionnaire": "text",
      "aicStatus": "NEEDS_REVIEW",
      "aicCheckedAt": "2026-02-03T16:47:49.719Z",
      "aicLog": "text",
      "aicReviewedById": "text",
      "aicReviewedAt": "2026-02-03T16:47:49.719Z",
      "iraQuestionnaire": [
        {
          "id": "text",
          "hasIraAccounts": true,
          "inSelfDirectedIra": true,
          "custodian": "text",
          "hasOtherQualifiedFunds": true
        }
      ],
      "iraCheck": "PENDING",
      "iraCheckedAt": "2026-02-03T16:47:49.719Z",
      "iraLog": "text",
      "iraReviewedById": "text",
      "iraReviewedAt": "2026-02-03T16:47:49.719Z",
      "firstName": "text",
      "lastName": "text",
      "dob": "2026-02-03T16:47:49.719Z",
      "isUsCitizenOrGreenCardHolder": true,
      "citizenship": "AD",
      "ssn": "text",
      "lastFour": "text",
      "address": "text",
      "address2": "text",
      "email": "[email protected]",
      "phone": "text",
      "city": "text",
      "state": "text",
      "zip": "text",
      "country": "text",
      "kycTid": "text",
      "currencyCode": "text",
      "investedInCrowdfunding": 1,
      "currentAnnualIncome": 1,
      "averageAnnualIncome": 1,
      "averageHouseholdIncome": 1,
      "currentHouseholdIncome": 1,
      "householdNetWorth": 1,
      "isSolicited": true,
      "isRealEstate": true,
      "iliquidSecurities": 1,
      "timeHorizon": "text",
      "riskTolerance": "text",
      "investmentObjective": "text",
      "investmentExperience": "text",
      "experienceInPrivate": "text",
      "levelOfEducation": "text",
      "financialAdvisor": true,
      "occupation": "text",
      "employmentStatus": "EMPLOYED",
      "employerName": "text",
      "employerAddressLine1": "text",
      "employerAddressLine2": "text",
      "employerCity": "text",
      "employerState": "text",
      "employerZip": "text",
      "employerCountry": "text",
      "notes": "text",
      "kycs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "platform": "KYC Platform",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Passport",
          "documentImage": "https://example.com/passport.jpg",
          "kycStatus": "PENDING",
          "reason": "Document unclear",
          "response": "Submitted clearer document"
        }
      ],
      "amls": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "provider": "AML Provider",
          "url": "https://example.com/aml",
          "status": "PENDING",
          "checkedAt": "2022-01-01T00:00:00Z",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6"
        }
      ],
      "aics": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "individualId": null,
          "individual": null,
          "complianceReview": "PENDING",
          "reviewedById": null,
          "reviewedBy": null,
          "reviewedAt": "2026-02-03T16:47:49.719Z",
          "systemReview": "PENDING",
          "systemLog": [
            {
              "check": "text",
              "entered": 1,
              "extracted": 1,
              "result": "PASS",
              "reason": "text"
            }
          ],
          "firstName": "text",
          "lastName": "text",
          "method": "PENDING",
          "incomeData": [
            {
              "year": 1,
              "filingStatus": "SINGLE",
              "income": 1,
              "fileId": null
            }
          ],
          "netWorthData": [
            {
              "institution": "text",
              "accountType": "CHECKING",
              "balance": 1,
              "fileId": null
            }
          ],
          "professionalData": [
            {
              "professionalType": "SECURITIES_LICENSES",
              "licenseNumber": "text",
              "fileId": null
            }
          ],
          "employeeData": [
            {
              "position": "text",
              "fileId": null
            }
          ]
        }
      ],
      "setupStatus": "IN_PROGRESS",
      "setupStep": "NEW",
      "sourceOfIncome": "EMPLOYED",
      "ownership": 1,
      "kycProvider": "text",
      "retirementAccountType": "SELF_DIRECTED",
      "custodianName": "text",
      "custodianAccountNumber": "text",
      "custodianRepresentativeName": "text",
      "custodianEmail": "[email protected]",
      "accredited": true
    }
  ],
  "legalEntities": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_legal_entity_123",
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "investorAccountId": "investor_account_01j1xgme5qeqq97gpdztd7e4a7",
      "kybStatus": "PENDING",
      "sanctionsStatus": "PENDING",
      "kybs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_kyb_123",
          "platform": "KYB Platform",
          "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Certificate of Incorporation",
          "documentImage": "https://example.com/document.pdf",
          "kybStatus": "PENDING",
          "reason": "Additional information required",
          "response": "Submitted additional documents"
        }
      ],
      "name": "Acme Corporation",
      "ein": "12-3456789",
      "companyType": "LLC",
      "streetAddress": "123 Main St",
      "city": "Anytown",
      "state": "CA",
      "zip": "12345",
      "country": "USA",
      "phone": "[phone]",
      "setupStatus": "IN_PROGRESS"
    }
  ],
  "investorAccounts": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "investorAccountType": "INDIVIDUAL",
      "user": null,
      "userId": "text",
      "email": "[email protected]",
      "name": "text",
      "regAQualified": true,
      "regCfQualified": true,
      "regDQualified": true,
      "accountId": "text",
      "account": null,
      "trades": [],
      "individuals": [],
      "legalEntities": [],
      "setupStatus": "IN_PROGRESS",
      "systemReviewLog": "text",
      "totalAmount": 1,
      "statusCheck": null
    }
  ],
  "trades": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "investorAccountId": null,
      "investorAccount": null,
      "offering": null,
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "account": null,
      "offeringId": null,
      "paymentMethodId": null,
      "paymentMethod": null,
      "userId": null,
      "tradeNumber": "text",
      "ip": "text",
      "tid": "text",
      "investmentType": "INDIVIDUAL",
      "purchasedShares": 1,
      "bonusShares": 1,
      "totalNumberOfShares": 1,
      "pricePerShare": 1,
      "lineItems": [],
      "adjustments": [],
      "transactions": [],
      "totalAmount": 1,
      "tradeStatus": "CART",
      "tradeStatusUnmapped": "text",
      "tradeDate": "2026-02-03T16:47:49.719Z",
      "saStatus": "PENDING",
      "saStatusUnmapped": "text",
      "saUrl": "text",
      "saSignedAt": "2026-02-03T16:47:49.719Z",
      "saExtractedNumberOfShares": "text",
      "saExtractedTotalAmount": "text",
      "saExtractedPricePerShare": "text",
      "saExtractedInvestorType": "text",
      "saExtractedSigner": "text",
      "saExtractedSignatureDate": "2026-02-03T16:47:49.719Z",
      "saExtractedSigner2": "text",
      "saExtractedSignatureDate2": "2026-02-03T16:47:49.719Z",
      "saCheck": "PENDING",
      "saCheckedAt": "2026-02-03T16:47:49.719Z",
      "saLog": {
        "finalStatus": "PENDING",
        "matchResults": [
          {
            "tradeLineItemId": "trade_line_item_01kctsycw3fq7sj6hedvy62cja",
            "signerName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "totalAmount": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "investorName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "numberOfShares": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            }
          }
        ]
      },
      "txnTid": "text",
      "txnResponse": "text",
      "txnPaymentMethod": "CREDIT_CARD",
      "txnCurrencyCode": "text",
      "txnChargedAmount": 1,
      "txnDate": "2026-02-03T16:47:49.719Z",
      "txnSettledDate": "2026-02-03T16:47:49.719Z",
      "fundingStatus": "PENDING",
      "fundingStatusUnmapped": "text",
      "txnCheck": "PENDING",
      "txnCheckedAt": "2026-02-03T16:47:49.719Z",
      "txnLog": "text",
      "systemReviewCheck": "PENDING",
      "systemReviewCheckedAt": "2026-02-03T16:47:49.719Z",
      "systemReviewLog": "text",
      "complianceReview": "PENDING",
      "complianceReviewNotes": "text",
      "complianceReviewerId": "text",
      "issuerId": null,
      "complianceReviewName": "text",
      "complianceReviewAt": "2026-02-03T16:47:49.719Z",
      "tradeType": "PURCHASE",
      "placedAt": "2026-02-03T16:47:49.719Z",
      "platform": "text",
      "cancelledAt": "2026-02-03T16:47:49.719Z",
      "cancelledById": "text",
      "cancelledReason": "text",
      "cancellationPeriod": 1,
      "disbursed": true,
      "tradeAdjustments": 1,
      "chargedAmount": 1,
      "balance": 1,
      "isUncleared24h": true
    }
  ],
  "metadata": "text",
  "status": "PENDING",
  "reviewLog": "text",
  "pipeline": "NONE",
  "errorMessage": "text"
}

Links a file to a new resource

post

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Body

application/json

targetIdstringRequiredExample: trades_01j6aqmtfyfwy9spjdcnh7yqk7

labelstring · enumOptionalExample: OTHERPossible values:

categorystring · min: 1 · max: 50Optional

Responses

201

201

application/json

400

400

application/json

401

401

application/json

422

422

application/json

500

500

application/json

502

502

application/json

post

/clients/api/v1/files/{id}/link

HTTPcURLJavaScriptPython

POST /clients/api/v1/files/{id}/link HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 82

{
  "targetId": "trades_01j6aqmtfyfwy9spjdcnh7yqk7",
  "label": "OTHER",
  "category": "text"
}

{
  "id": "text",
  "__entity": "Entity",
  "createdAt": "2026-02-02T18:26:08.573Z",
  "updatedAt": "2026-02-02T18:26:08.573Z",
  "deletedAt": "2026-02-02T18:26:08.574Z",
  "tid": "text",
  "url": "https://file-location.com",
  "fileType": "pdf",
  "fileName": "test.pdf",
  "name": "test",
  "category": "application",
  "label": "other",
  "private": true,
  "complianceReview": "PENDING",
  "targetTable": "KYCS",
  "targetId": "text",
  "linkedFrom": "text",
  "accountId": "account_01j6aqmtfyfwy9spjdcnh7yqk7",
  "userId": "user_01j6aqmtfyfwy9spjdcnh7yqk7",
  "kycs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "third_party_kyc_123",
      "platform": "KYC Platform",
      "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Passport",
      "documentImage": "https://example.com/passport.jpg",
      "kycStatus": "PENDING",
      "reason": "Document unclear",
      "response": "Submitted clearer document"
    }
  ],
  "kybs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_kyb_123",
      "platform": "KYB Platform",
      "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Certificate of Incorporation",
      "documentImage": "https://example.com/document.pdf",
      "kybStatus": "PENDING",
      "reason": "Additional information required",
      "response": "Submitted additional documents"
    }
  ],
  "individuals": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "accountId": "text",
      "account": null,
      "investorAccountId": "text",
      "investorAccount": null,
      "role": "PRIMARY",
      "kycStatus": "NEEDS_REVIEW",
      "kycFirstName": "text",
      "kycLastName": "text",
      "kycDocumentType": "PASSPORT",
      "kycDocumentIssuer": "text",
      "kycDocumentNumber": "text",
      "kycIssuerDate": "text",
      "kycExpirationDate": "text",
      "kycCheck": "NEEDS_REVIEW",
      "kycCheckedAt": "2026-02-03T16:47:49.719Z",
      "kycLog": "text",
      "kycReviewedById": "text",
      "kycReviewedAt": "2026-02-03T16:47:49.719Z",
      "kycDocumentFrontFileId": "text",
      "kycDocumentFrontFile": "see File object",
      "kycDocumentBackFileId": "text",
      "kycDocumentBackFile": "see File object",
      "kycSelfieFileId": "text",
      "kycSelfieFile": "see File object",
      "sanctionsStatus": "NEEDS_REVIEW",
      "amlStatus": "NEEDS_REVIEW",
      "amlProvider": "ComplyAdvantage",
      "amlTid": "text",
      "amlUrl": "text",
      "amlCheckedAt": "2026-02-03T16:47:49.719Z",
      "amlLog": "text",
      "amlLogData": "text",
      "amlReviewedById": "text",
      "amlReviewedAt": "2026-02-03T16:47:49.719Z",
      "liquidNetWorth": 1,
      "liquidSecurities": 1,
      "illiquidSecurities": 1,
      "privateSecurities": 1,
      "aicAccreditationType": "PENDING",
      "aicExpirationDate": "2026-02-03T16:47:49.719Z",
      "aicQuestionnaire": "text",
      "aicStatus": "NEEDS_REVIEW",
      "aicCheckedAt": "2026-02-03T16:47:49.719Z",
      "aicLog": "text",
      "aicReviewedById": "text",
      "aicReviewedAt": "2026-02-03T16:47:49.719Z",
      "iraQuestionnaire": [
        {
          "id": "text",
          "hasIraAccounts": true,
          "inSelfDirectedIra": true,
          "custodian": "text",
          "hasOtherQualifiedFunds": true
        }
      ],
      "iraCheck": "PENDING",
      "iraCheckedAt": "2026-02-03T16:47:49.719Z",
      "iraLog": "text",
      "iraReviewedById": "text",
      "iraReviewedAt": "2026-02-03T16:47:49.719Z",
      "firstName": "text",
      "lastName": "text",
      "dob": "2026-02-03T16:47:49.719Z",
      "isUsCitizenOrGreenCardHolder": true,
      "citizenship": "AD",
      "ssn": "text",
      "lastFour": "text",
      "address": "text",
      "address2": "text",
      "email": "[email protected]",
      "phone": "text",
      "city": "text",
      "state": "text",
      "zip": "text",
      "country": "text",
      "kycTid": "text",
      "currencyCode": "text",
      "investedInCrowdfunding": 1,
      "currentAnnualIncome": 1,
      "averageAnnualIncome": 1,
      "averageHouseholdIncome": 1,
      "currentHouseholdIncome": 1,
      "householdNetWorth": 1,
      "isSolicited": true,
      "isRealEstate": true,
      "iliquidSecurities": 1,
      "timeHorizon": "text",
      "riskTolerance": "text",
      "investmentObjective": "text",
      "investmentExperience": "text",
      "experienceInPrivate": "text",
      "levelOfEducation": "text",
      "financialAdvisor": true,
      "occupation": "text",
      "employmentStatus": "EMPLOYED",
      "employerName": "text",
      "employerAddressLine1": "text",
      "employerAddressLine2": "text",
      "employerCity": "text",
      "employerState": "text",
      "employerZip": "text",
      "employerCountry": "text",
      "notes": "text",
      "kycs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "platform": "KYC Platform",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Passport",
          "documentImage": "https://example.com/passport.jpg",
          "kycStatus": "PENDING",
          "reason": "Document unclear",
          "response": "Submitted clearer document"
        }
      ],
      "amls": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "provider": "AML Provider",
          "url": "https://example.com/aml",
          "status": "PENDING",
          "checkedAt": "2022-01-01T00:00:00Z",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6"
        }
      ],
      "aics": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "individualId": null,
          "individual": null,
          "complianceReview": "PENDING",
          "reviewedById": null,
          "reviewedBy": null,
          "reviewedAt": "2026-02-03T16:47:49.719Z",
          "systemReview": "PENDING",
          "systemLog": [
            {
              "check": "text",
              "entered": 1,
              "extracted": 1,
              "result": "PASS",
              "reason": "text"
            }
          ],
          "firstName": "text",
          "lastName": "text",
          "method": "PENDING",
          "incomeData": [
            {
              "year": 1,
              "filingStatus": "SINGLE",
              "income": 1,
              "fileId": null
            }
          ],
          "netWorthData": [
            {
              "institution": "text",
              "accountType": "CHECKING",
              "balance": 1,
              "fileId": null
            }
          ],
          "professionalData": [
            {
              "professionalType": "SECURITIES_LICENSES",
              "licenseNumber": "text",
              "fileId": null
            }
          ],
          "employeeData": [
            {
              "position": "text",
              "fileId": null
            }
          ]
        }
      ],
      "setupStatus": "IN_PROGRESS",
      "setupStep": "NEW",
      "sourceOfIncome": "EMPLOYED",
      "ownership": 1,
      "kycProvider": "text",
      "retirementAccountType": "SELF_DIRECTED",
      "custodianName": "text",
      "custodianAccountNumber": "text",
      "custodianRepresentativeName": "text",
      "custodianEmail": "[email protected]",
      "accredited": true
    }
  ],
  "legalEntities": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_legal_entity_123",
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "investorAccountId": "investor_account_01j1xgme5qeqq97gpdztd7e4a7",
      "kybStatus": "PENDING",
      "sanctionsStatus": "PENDING",
      "kybs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_kyb_123",
          "platform": "KYB Platform",
          "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Certificate of Incorporation",
          "documentImage": "https://example.com/document.pdf",
          "kybStatus": "PENDING",
          "reason": "Additional information required",
          "response": "Submitted additional documents"
        }
      ],
      "name": "Acme Corporation",
      "ein": "12-3456789",
      "companyType": "LLC",
      "streetAddress": "123 Main St",
      "city": "Anytown",
      "state": "CA",
      "zip": "12345",
      "country": "USA",
      "phone": "[phone]",
      "setupStatus": "IN_PROGRESS"
    }
  ],
  "investorAccounts": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "investorAccountType": "INDIVIDUAL",
      "user": null,
      "userId": "text",
      "email": "[email protected]",
      "name": "text",
      "regAQualified": true,
      "regCfQualified": true,
      "regDQualified": true,
      "accountId": "text",
      "account": null,
      "trades": [],
      "individuals": [],
      "legalEntities": [],
      "setupStatus": "IN_PROGRESS",
      "systemReviewLog": "text",
      "totalAmount": 1,
      "statusCheck": null
    }
  ],
  "trades": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "investorAccountId": null,
      "investorAccount": null,
      "offering": null,
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "account": null,
      "offeringId": null,
      "paymentMethodId": null,
      "paymentMethod": null,
      "userId": null,
      "tradeNumber": "text",
      "ip": "text",
      "tid": "text",
      "investmentType": "INDIVIDUAL",
      "purchasedShares": 1,
      "bonusShares": 1,
      "totalNumberOfShares": 1,
      "pricePerShare": 1,
      "lineItems": [],
      "adjustments": [],
      "transactions": [],
      "totalAmount": 1,
      "tradeStatus": "CART",
      "tradeStatusUnmapped": "text",
      "tradeDate": "2026-02-03T16:47:49.719Z",
      "saStatus": "PENDING",
      "saStatusUnmapped": "text",
      "saUrl": "text",
      "saSignedAt": "2026-02-03T16:47:49.719Z",
      "saExtractedNumberOfShares": "text",
      "saExtractedTotalAmount": "text",
      "saExtractedPricePerShare": "text",
      "saExtractedInvestorType": "text",
      "saExtractedSigner": "text",
      "saExtractedSignatureDate": "2026-02-03T16:47:49.719Z",
      "saExtractedSigner2": "text",
      "saExtractedSignatureDate2": "2026-02-03T16:47:49.719Z",
      "saCheck": "PENDING",
      "saCheckedAt": "2026-02-03T16:47:49.719Z",
      "saLog": {
        "finalStatus": "PENDING",
        "matchResults": [
          {
            "tradeLineItemId": "trade_line_item_01kctsycw3fq7sj6hedvy62cja",
            "signerName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "totalAmount": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "investorName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "numberOfShares": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            }
          }
        ]
      },
      "txnTid": "text",
      "txnResponse": "text",
      "txnPaymentMethod": "CREDIT_CARD",
      "txnCurrencyCode": "text",
      "txnChargedAmount": 1,
      "txnDate": "2026-02-03T16:47:49.719Z",
      "txnSettledDate": "2026-02-03T16:47:49.719Z",
      "fundingStatus": "PENDING",
      "fundingStatusUnmapped": "text",
      "txnCheck": "PENDING",
      "txnCheckedAt": "2026-02-03T16:47:49.719Z",
      "txnLog": "text",
      "systemReviewCheck": "PENDING",
      "systemReviewCheckedAt": "2026-02-03T16:47:49.719Z",
      "systemReviewLog": "text",
      "complianceReview": "PENDING",
      "complianceReviewNotes": "text",
      "complianceReviewerId": "text",
      "issuerId": null,
      "complianceReviewName": "text",
      "complianceReviewAt": "2026-02-03T16:47:49.719Z",
      "tradeType": "PURCHASE",
      "placedAt": "2026-02-03T16:47:49.719Z",
      "platform": "text",
      "cancelledAt": "2026-02-03T16:47:49.719Z",
      "cancelledById": "text",
      "cancelledReason": "text",
      "cancellationPeriod": 1,
      "disbursed": true,
      "tradeAdjustments": 1,
      "chargedAmount": 1,
      "balance": 1,
      "isUncleared24h": true
    }
  ],
  "metadata": "text",
  "status": "PENDING",
  "reviewLog": "text",
  "pipeline": "NONE",
  "errorMessage": "text"
}

Unlinks a file to the parent resource

post

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Body

application/json

objectOptional

Responses

202

202

application/json

400

400

application/json

401

401

application/json

422

422

application/json

500

500

application/json

502

502

application/json

post

/clients/api/v1/files/{id}/unlink

HTTPcURLJavaScriptPython

POST /clients/api/v1/files/{id}/unlink HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 2

{}

{
  "id": "text",
  "__entity": "Entity",
  "createdAt": "2026-02-02T18:26:08.573Z",
  "updatedAt": "2026-02-02T18:26:08.573Z",
  "deletedAt": "2026-02-02T18:26:08.574Z",
  "tid": "text",
  "url": "https://file-location.com",
  "fileType": "pdf",
  "fileName": "test.pdf",
  "name": "test",
  "category": "application",
  "label": "other",
  "private": true,
  "complianceReview": "PENDING",
  "targetTable": "KYCS",
  "targetId": "text",
  "linkedFrom": "text",
  "accountId": "account_01j6aqmtfyfwy9spjdcnh7yqk7",
  "userId": "user_01j6aqmtfyfwy9spjdcnh7yqk7",
  "kycs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "third_party_kyc_123",
      "platform": "KYC Platform",
      "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Passport",
      "documentImage": "https://example.com/passport.jpg",
      "kycStatus": "PENDING",
      "reason": "Document unclear",
      "response": "Submitted clearer document"
    }
  ],
  "kybs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_kyb_123",
      "platform": "KYB Platform",
      "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Certificate of Incorporation",
      "documentImage": "https://example.com/document.pdf",
      "kybStatus": "PENDING",
      "reason": "Additional information required",
      "response": "Submitted additional documents"
    }
  ],
  "individuals": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "accountId": "text",
      "account": null,
      "investorAccountId": "text",
      "investorAccount": null,
      "role": "PRIMARY",
      "kycStatus": "NEEDS_REVIEW",
      "kycFirstName": "text",
      "kycLastName": "text",
      "kycDocumentType": "PASSPORT",
      "kycDocumentIssuer": "text",
      "kycDocumentNumber": "text",
      "kycIssuerDate": "text",
      "kycExpirationDate": "text",
      "kycCheck": "NEEDS_REVIEW",
      "kycCheckedAt": "2026-02-03T16:47:49.719Z",
      "kycLog": "text",
      "kycReviewedById": "text",
      "kycReviewedAt": "2026-02-03T16:47:49.719Z",
      "kycDocumentFrontFileId": "text",
      "kycDocumentFrontFile": "see File object",
      "kycDocumentBackFileId": "text",
      "kycDocumentBackFile": "see File object",
      "kycSelfieFileId": "text",
      "kycSelfieFile": "see File object",
      "sanctionsStatus": "NEEDS_REVIEW",
      "amlStatus": "NEEDS_REVIEW",
      "amlProvider": "ComplyAdvantage",
      "amlTid": "text",
      "amlUrl": "text",
      "amlCheckedAt": "2026-02-03T16:47:49.719Z",
      "amlLog": "text",
      "amlLogData": "text",
      "amlReviewedById": "text",
      "amlReviewedAt": "2026-02-03T16:47:49.719Z",
      "liquidNetWorth": 1,
      "liquidSecurities": 1,
      "illiquidSecurities": 1,
      "privateSecurities": 1,
      "aicAccreditationType": "PENDING",
      "aicExpirationDate": "2026-02-03T16:47:49.719Z",
      "aicQuestionnaire": "text",
      "aicStatus": "NEEDS_REVIEW",
      "aicCheckedAt": "2026-02-03T16:47:49.719Z",
      "aicLog": "text",
      "aicReviewedById": "text",
      "aicReviewedAt": "2026-02-03T16:47:49.719Z",
      "iraQuestionnaire": [
        {
          "id": "text",
          "hasIraAccounts": true,
          "inSelfDirectedIra": true,
          "custodian": "text",
          "hasOtherQualifiedFunds": true
        }
      ],
      "iraCheck": "PENDING",
      "iraCheckedAt": "2026-02-03T16:47:49.719Z",
      "iraLog": "text",
      "iraReviewedById": "text",
      "iraReviewedAt": "2026-02-03T16:47:49.719Z",
      "firstName": "text",
      "lastName": "text",
      "dob": "2026-02-03T16:47:49.719Z",
      "isUsCitizenOrGreenCardHolder": true,
      "citizenship": "AD",
      "ssn": "text",
      "lastFour": "text",
      "address": "text",
      "address2": "text",
      "email": "[email protected]",
      "phone": "text",
      "city": "text",
      "state": "text",
      "zip": "text",
      "country": "text",
      "kycTid": "text",
      "currencyCode": "text",
      "investedInCrowdfunding": 1,
      "currentAnnualIncome": 1,
      "averageAnnualIncome": 1,
      "averageHouseholdIncome": 1,
      "currentHouseholdIncome": 1,
      "householdNetWorth": 1,
      "isSolicited": true,
      "isRealEstate": true,
      "iliquidSecurities": 1,
      "timeHorizon": "text",
      "riskTolerance": "text",
      "investmentObjective": "text",
      "investmentExperience": "text",
      "experienceInPrivate": "text",
      "levelOfEducation": "text",
      "financialAdvisor": true,
      "occupation": "text",
      "employmentStatus": "EMPLOYED",
      "employerName": "text",
      "employerAddressLine1": "text",
      "employerAddressLine2": "text",
      "employerCity": "text",
      "employerState": "text",
      "employerZip": "text",
      "employerCountry": "text",
      "notes": "text",
      "kycs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "platform": "KYC Platform",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Passport",
          "documentImage": "https://example.com/passport.jpg",
          "kycStatus": "PENDING",
          "reason": "Document unclear",
          "response": "Submitted clearer document"
        }
      ],
      "amls": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "provider": "AML Provider",
          "url": "https://example.com/aml",
          "status": "PENDING",
          "checkedAt": "2022-01-01T00:00:00Z",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6"
        }
      ],
      "aics": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "individualId": null,
          "individual": null,
          "complianceReview": "PENDING",
          "reviewedById": null,
          "reviewedBy": null,
          "reviewedAt": "2026-02-03T16:47:49.719Z",
          "systemReview": "PENDING",
          "systemLog": [
            {
              "check": "text",
              "entered": 1,
              "extracted": 1,
              "result": "PASS",
              "reason": "text"
            }
          ],
          "firstName": "text",
          "lastName": "text",
          "method": "PENDING",
          "incomeData": [
            {
              "year": 1,
              "filingStatus": "SINGLE",
              "income": 1,
              "fileId": null
            }
          ],
          "netWorthData": [
            {
              "institution": "text",
              "accountType": "CHECKING",
              "balance": 1,
              "fileId": null
            }
          ],
          "professionalData": [
            {
              "professionalType": "SECURITIES_LICENSES",
              "licenseNumber": "text",
              "fileId": null
            }
          ],
          "employeeData": [
            {
              "position": "text",
              "fileId": null
            }
          ]
        }
      ],
      "setupStatus": "IN_PROGRESS",
      "setupStep": "NEW",
      "sourceOfIncome": "EMPLOYED",
      "ownership": 1,
      "kycProvider": "text",
      "retirementAccountType": "SELF_DIRECTED",
      "custodianName": "text",
      "custodianAccountNumber": "text",
      "custodianRepresentativeName": "text",
      "custodianEmail": "[email protected]",
      "accredited": true
    }
  ],
  "legalEntities": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_legal_entity_123",
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "investorAccountId": "investor_account_01j1xgme5qeqq97gpdztd7e4a7",
      "kybStatus": "PENDING",
      "sanctionsStatus": "PENDING",
      "kybs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_kyb_123",
          "platform": "KYB Platform",
          "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Certificate of Incorporation",
          "documentImage": "https://example.com/document.pdf",
          "kybStatus": "PENDING",
          "reason": "Additional information required",
          "response": "Submitted additional documents"
        }
      ],
      "name": "Acme Corporation",
      "ein": "12-3456789",
      "companyType": "LLC",
      "streetAddress": "123 Main St",
      "city": "Anytown",
      "state": "CA",
      "zip": "12345",
      "country": "USA",
      "phone": "[phone]",
      "setupStatus": "IN_PROGRESS"
    }
  ],
  "investorAccounts": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "investorAccountType": "INDIVIDUAL",
      "user": null,
      "userId": "text",
      "email": "[email protected]",
      "name": "text",
      "regAQualified": true,
      "regCfQualified": true,
      "regDQualified": true,
      "accountId": "text",
      "account": null,
      "trades": [],
      "individuals": [],
      "legalEntities": [],
      "setupStatus": "IN_PROGRESS",
      "systemReviewLog": "text",
      "totalAmount": 1,
      "statusCheck": null
    }
  ],
  "trades": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "investorAccountId": null,
      "investorAccount": null,
      "offering": null,
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "account": null,
      "offeringId": null,
      "paymentMethodId": null,
      "paymentMethod": null,
      "userId": null,
      "tradeNumber": "text",
      "ip": "text",
      "tid": "text",
      "investmentType": "INDIVIDUAL",
      "purchasedShares": 1,
      "bonusShares": 1,
      "totalNumberOfShares": 1,
      "pricePerShare": 1,
      "lineItems": [],
      "adjustments": [],
      "transactions": [],
      "totalAmount": 1,
      "tradeStatus": "CART",
      "tradeStatusUnmapped": "text",
      "tradeDate": "2026-02-03T16:47:49.719Z",
      "saStatus": "PENDING",
      "saStatusUnmapped": "text",
      "saUrl": "text",
      "saSignedAt": "2026-02-03T16:47:49.719Z",
      "saExtractedNumberOfShares": "text",
      "saExtractedTotalAmount": "text",
      "saExtractedPricePerShare": "text",
      "saExtractedInvestorType": "text",
      "saExtractedSigner": "text",
      "saExtractedSignatureDate": "2026-02-03T16:47:49.719Z",
      "saExtractedSigner2": "text",
      "saExtractedSignatureDate2": "2026-02-03T16:47:49.719Z",
      "saCheck": "PENDING",
      "saCheckedAt": "2026-02-03T16:47:49.719Z",
      "saLog": {
        "finalStatus": "PENDING",
        "matchResults": [
          {
            "tradeLineItemId": "trade_line_item_01kctsycw3fq7sj6hedvy62cja",
            "signerName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "totalAmount": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "investorName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "numberOfShares": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            }
          }
        ]
      },
      "txnTid": "text",
      "txnResponse": "text",
      "txnPaymentMethod": "CREDIT_CARD",
      "txnCurrencyCode": "text",
      "txnChargedAmount": 1,
      "txnDate": "2026-02-03T16:47:49.719Z",
      "txnSettledDate": "2026-02-03T16:47:49.719Z",
      "fundingStatus": "PENDING",
      "fundingStatusUnmapped": "text",
      "txnCheck": "PENDING",
      "txnCheckedAt": "2026-02-03T16:47:49.719Z",
      "txnLog": "text",
      "systemReviewCheck": "PENDING",
      "systemReviewCheckedAt": "2026-02-03T16:47:49.719Z",
      "systemReviewLog": "text",
      "complianceReview": "PENDING",
      "complianceReviewNotes": "text",
      "complianceReviewerId": "text",
      "issuerId": null,
      "complianceReviewName": "text",
      "complianceReviewAt": "2026-02-03T16:47:49.719Z",
      "tradeType": "PURCHASE",
      "placedAt": "2026-02-03T16:47:49.719Z",
      "platform": "text",
      "cancelledAt": "2026-02-03T16:47:49.719Z",
      "cancelledById": "text",
      "cancelledReason": "text",
      "cancellationPeriod": 1,
      "disbursed": true,
      "tradeAdjustments": 1,
      "chargedAmount": 1,
      "balance": 1,
      "isUncleared24h": true
    }
  ],
  "metadata": "text",
  "status": "PENDING",
  "reviewLog": "text",
  "pipeline": "NONE",
  "errorMessage": "text"
}

Get file by id

get

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Responses

200

200

application/json

401

401

application/json

404

404

application/json

get

/clients/api/v1/files/{id}

HTTPcURLJavaScriptPython

GET /clients/api/v1/files/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

{
  "id": "text",
  "__entity": "Entity",
  "createdAt": "2026-02-02T18:26:08.573Z",
  "updatedAt": "2026-02-02T18:26:08.573Z",
  "deletedAt": "2026-02-02T18:26:08.574Z",
  "tid": "text",
  "url": "https://file-location.com",
  "fileType": "pdf",
  "fileName": "test.pdf",
  "name": "test",
  "category": "application",
  "label": "other",
  "private": true,
  "complianceReview": "PENDING",
  "targetTable": "KYCS",
  "targetId": "text",
  "linkedFrom": "text",
  "accountId": "account_01j6aqmtfyfwy9spjdcnh7yqk7",
  "userId": "user_01j6aqmtfyfwy9spjdcnh7yqk7",
  "kycs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "third_party_kyc_123",
      "platform": "KYC Platform",
      "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Passport",
      "documentImage": "https://example.com/passport.jpg",
      "kycStatus": "PENDING",
      "reason": "Document unclear",
      "response": "Submitted clearer document"
    }
  ],
  "kybs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_kyb_123",
      "platform": "KYB Platform",
      "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Certificate of Incorporation",
      "documentImage": "https://example.com/document.pdf",
      "kybStatus": "PENDING",
      "reason": "Additional information required",
      "response": "Submitted additional documents"
    }
  ],
  "individuals": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "accountId": "text",
      "account": null,
      "investorAccountId": "text",
      "investorAccount": null,
      "role": "PRIMARY",
      "kycStatus": "NEEDS_REVIEW",
      "kycFirstName": "text",
      "kycLastName": "text",
      "kycDocumentType": "PASSPORT",
      "kycDocumentIssuer": "text",
      "kycDocumentNumber": "text",
      "kycIssuerDate": "text",
      "kycExpirationDate": "text",
      "kycCheck": "NEEDS_REVIEW",
      "kycCheckedAt": "2026-02-03T16:47:49.719Z",
      "kycLog": "text",
      "kycReviewedById": "text",
      "kycReviewedAt": "2026-02-03T16:47:49.719Z",
      "kycDocumentFrontFileId": "text",
      "kycDocumentFrontFile": "see File object",
      "kycDocumentBackFileId": "text",
      "kycDocumentBackFile": "see File object",
      "kycSelfieFileId": "text",
      "kycSelfieFile": "see File object",
      "sanctionsStatus": "NEEDS_REVIEW",
      "amlStatus": "NEEDS_REVIEW",
      "amlProvider": "ComplyAdvantage",
      "amlTid": "text",
      "amlUrl": "text",
      "amlCheckedAt": "2026-02-03T16:47:49.719Z",
      "amlLog": "text",
      "amlLogData": "text",
      "amlReviewedById": "text",
      "amlReviewedAt": "2026-02-03T16:47:49.719Z",
      "liquidNetWorth": 1,
      "liquidSecurities": 1,
      "illiquidSecurities": 1,
      "privateSecurities": 1,
      "aicAccreditationType": "PENDING",
      "aicExpirationDate": "2026-02-03T16:47:49.719Z",
      "aicQuestionnaire": "text",
      "aicStatus": "NEEDS_REVIEW",
      "aicCheckedAt": "2026-02-03T16:47:49.719Z",
      "aicLog": "text",
      "aicReviewedById": "text",
      "aicReviewedAt": "2026-02-03T16:47:49.719Z",
      "iraQuestionnaire": [
        {
          "id": "text",
          "hasIraAccounts": true,
          "inSelfDirectedIra": true,
          "custodian": "text",
          "hasOtherQualifiedFunds": true
        }
      ],
      "iraCheck": "PENDING",
      "iraCheckedAt": "2026-02-03T16:47:49.719Z",
      "iraLog": "text",
      "iraReviewedById": "text",
      "iraReviewedAt": "2026-02-03T16:47:49.719Z",
      "firstName": "text",
      "lastName": "text",
      "dob": "2026-02-03T16:47:49.719Z",
      "isUsCitizenOrGreenCardHolder": true,
      "citizenship": "AD",
      "ssn": "text",
      "lastFour": "text",
      "address": "text",
      "address2": "text",
      "email": "[email protected]",
      "phone": "text",
      "city": "text",
      "state": "text",
      "zip": "text",
      "country": "text",
      "kycTid": "text",
      "currencyCode": "text",
      "investedInCrowdfunding": 1,
      "currentAnnualIncome": 1,
      "averageAnnualIncome": 1,
      "averageHouseholdIncome": 1,
      "currentHouseholdIncome": 1,
      "householdNetWorth": 1,
      "isSolicited": true,
      "isRealEstate": true,
      "iliquidSecurities": 1,
      "timeHorizon": "text",
      "riskTolerance": "text",
      "investmentObjective": "text",
      "investmentExperience": "text",
      "experienceInPrivate": "text",
      "levelOfEducation": "text",
      "financialAdvisor": true,
      "occupation": "text",
      "employmentStatus": "EMPLOYED",
      "employerName": "text",
      "employerAddressLine1": "text",
      "employerAddressLine2": "text",
      "employerCity": "text",
      "employerState": "text",
      "employerZip": "text",
      "employerCountry": "text",
      "notes": "text",
      "kycs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "platform": "KYC Platform",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Passport",
          "documentImage": "https://example.com/passport.jpg",
          "kycStatus": "PENDING",
          "reason": "Document unclear",
          "response": "Submitted clearer document"
        }
      ],
      "amls": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "provider": "AML Provider",
          "url": "https://example.com/aml",
          "status": "PENDING",
          "checkedAt": "2022-01-01T00:00:00Z",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6"
        }
      ],
      "aics": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "individualId": null,
          "individual": null,
          "complianceReview": "PENDING",
          "reviewedById": null,
          "reviewedBy": null,
          "reviewedAt": "2026-02-03T16:47:49.719Z",
          "systemReview": "PENDING",
          "systemLog": [
            {
              "check": "text",
              "entered": 1,
              "extracted": 1,
              "result": "PASS",
              "reason": "text"
            }
          ],
          "firstName": "text",
          "lastName": "text",
          "method": "PENDING",
          "incomeData": [
            {
              "year": 1,
              "filingStatus": "SINGLE",
              "income": 1,
              "fileId": null
            }
          ],
          "netWorthData": [
            {
              "institution": "text",
              "accountType": "CHECKING",
              "balance": 1,
              "fileId": null
            }
          ],
          "professionalData": [
            {
              "professionalType": "SECURITIES_LICENSES",
              "licenseNumber": "text",
              "fileId": null
            }
          ],
          "employeeData": [
            {
              "position": "text",
              "fileId": null
            }
          ]
        }
      ],
      "setupStatus": "IN_PROGRESS",
      "setupStep": "NEW",
      "sourceOfIncome": "EMPLOYED",
      "ownership": 1,
      "kycProvider": "text",
      "retirementAccountType": "SELF_DIRECTED",
      "custodianName": "text",
      "custodianAccountNumber": "text",
      "custodianRepresentativeName": "text",
      "custodianEmail": "[email protected]",
      "accredited": true
    }
  ],
  "legalEntities": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_legal_entity_123",
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "investorAccountId": "investor_account_01j1xgme5qeqq97gpdztd7e4a7",
      "kybStatus": "PENDING",
      "sanctionsStatus": "PENDING",
      "kybs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_kyb_123",
          "platform": "KYB Platform",
          "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Certificate of Incorporation",
          "documentImage": "https://example.com/document.pdf",
          "kybStatus": "PENDING",
          "reason": "Additional information required",
          "response": "Submitted additional documents"
        }
      ],
      "name": "Acme Corporation",
      "ein": "12-3456789",
      "companyType": "LLC",
      "streetAddress": "123 Main St",
      "city": "Anytown",
      "state": "CA",
      "zip": "12345",
      "country": "USA",
      "phone": "[phone]",
      "setupStatus": "IN_PROGRESS"
    }
  ],
  "investorAccounts": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "investorAccountType": "INDIVIDUAL",
      "user": null,
      "userId": "text",
      "email": "[email protected]",
      "name": "text",
      "regAQualified": true,
      "regCfQualified": true,
      "regDQualified": true,
      "accountId": "text",
      "account": null,
      "trades": [],
      "individuals": [],
      "legalEntities": [],
      "setupStatus": "IN_PROGRESS",
      "systemReviewLog": "text",
      "totalAmount": 1,
      "statusCheck": null
    }
  ],
  "trades": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "investorAccountId": null,
      "investorAccount": null,
      "offering": null,
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "account": null,
      "offeringId": null,
      "paymentMethodId": null,
      "paymentMethod": null,
      "userId": null,
      "tradeNumber": "text",
      "ip": "text",
      "tid": "text",
      "investmentType": "INDIVIDUAL",
      "purchasedShares": 1,
      "bonusShares": 1,
      "totalNumberOfShares": 1,
      "pricePerShare": 1,
      "lineItems": [],
      "adjustments": [],
      "transactions": [],
      "totalAmount": 1,
      "tradeStatus": "CART",
      "tradeStatusUnmapped": "text",
      "tradeDate": "2026-02-03T16:47:49.719Z",
      "saStatus": "PENDING",
      "saStatusUnmapped": "text",
      "saUrl": "text",
      "saSignedAt": "2026-02-03T16:47:49.719Z",
      "saExtractedNumberOfShares": "text",
      "saExtractedTotalAmount": "text",
      "saExtractedPricePerShare": "text",
      "saExtractedInvestorType": "text",
      "saExtractedSigner": "text",
      "saExtractedSignatureDate": "2026-02-03T16:47:49.719Z",
      "saExtractedSigner2": "text",
      "saExtractedSignatureDate2": "2026-02-03T16:47:49.719Z",
      "saCheck": "PENDING",
      "saCheckedAt": "2026-02-03T16:47:49.719Z",
      "saLog": {
        "finalStatus": "PENDING",
        "matchResults": [
          {
            "tradeLineItemId": "trade_line_item_01kctsycw3fq7sj6hedvy62cja",
            "signerName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "totalAmount": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "investorName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "numberOfShares": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            }
          }
        ]
      },
      "txnTid": "text",
      "txnResponse": "text",
      "txnPaymentMethod": "CREDIT_CARD",
      "txnCurrencyCode": "text",
      "txnChargedAmount": 1,
      "txnDate": "2026-02-03T16:47:49.719Z",
      "txnSettledDate": "2026-02-03T16:47:49.719Z",
      "fundingStatus": "PENDING",
      "fundingStatusUnmapped": "text",
      "txnCheck": "PENDING",
      "txnCheckedAt": "2026-02-03T16:47:49.719Z",
      "txnLog": "text",
      "systemReviewCheck": "PENDING",
      "systemReviewCheckedAt": "2026-02-03T16:47:49.719Z",
      "systemReviewLog": "text",
      "complianceReview": "PENDING",
      "complianceReviewNotes": "text",
      "complianceReviewerId": "text",
      "issuerId": null,
      "complianceReviewName": "text",
      "complianceReviewAt": "2026-02-03T16:47:49.719Z",
      "tradeType": "PURCHASE",
      "placedAt": "2026-02-03T16:47:49.719Z",
      "platform": "text",
      "cancelledAt": "2026-02-03T16:47:49.719Z",
      "cancelledById": "text",
      "cancelledReason": "text",
      "cancellationPeriod": 1,
      "disbursed": true,
      "tradeAdjustments": 1,
      "chargedAmount": 1,
      "balance": 1,
      "isUncleared24h": true
    }
  ],
  "metadata": "text",
  "status": "PENDING",
  "reviewLog": "text",
  "pipeline": "NONE",
  "errorMessage": "text"
}

Update file by id

patch

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Body

application/json

namestring · max: 50Required

categorystring · max: 50Required

labelstring · enumRequiredExample: OTHERPossible values:

metadatastring · min: 2 · max: 600000 · nullableOptional

Responses

201

201

application/json

400

400

application/json

401

401

application/json

404

404

application/json

500

500

application/json

patch

/clients/api/v1/files/{id}

HTTPcURLJavaScriptPython

PATCH /clients/api/v1/files/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Content-Type: application/json
Accept: */*
Content-Length: 67

{
  "name": "text",
  "category": "text",
  "label": "OTHER",
  "metadata": "text"
}

{
  "id": "text",
  "__entity": "Entity",
  "createdAt": "2026-02-02T18:26:08.573Z",
  "updatedAt": "2026-02-02T18:26:08.573Z",
  "deletedAt": "2026-02-02T18:26:08.574Z",
  "tid": "text",
  "url": "https://file-location.com",
  "fileType": "pdf",
  "fileName": "test.pdf",
  "name": "test",
  "category": "application",
  "label": "other",
  "private": true,
  "complianceReview": "PENDING",
  "targetTable": "KYCS",
  "targetId": "text",
  "linkedFrom": "text",
  "accountId": "account_01j6aqmtfyfwy9spjdcnh7yqk7",
  "userId": "user_01j6aqmtfyfwy9spjdcnh7yqk7",
  "kycs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "third_party_kyc_123",
      "platform": "KYC Platform",
      "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Passport",
      "documentImage": "https://example.com/passport.jpg",
      "kycStatus": "PENDING",
      "reason": "Document unclear",
      "response": "Submitted clearer document"
    }
  ],
  "kybs": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_kyb_123",
      "platform": "KYB Platform",
      "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
      "documentType": "Certificate of Incorporation",
      "documentImage": "https://example.com/document.pdf",
      "kybStatus": "PENDING",
      "reason": "Additional information required",
      "response": "Submitted additional documents"
    }
  ],
  "individuals": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "accountId": "text",
      "account": null,
      "investorAccountId": "text",
      "investorAccount": null,
      "role": "PRIMARY",
      "kycStatus": "NEEDS_REVIEW",
      "kycFirstName": "text",
      "kycLastName": "text",
      "kycDocumentType": "PASSPORT",
      "kycDocumentIssuer": "text",
      "kycDocumentNumber": "text",
      "kycIssuerDate": "text",
      "kycExpirationDate": "text",
      "kycCheck": "NEEDS_REVIEW",
      "kycCheckedAt": "2026-02-03T16:47:49.719Z",
      "kycLog": "text",
      "kycReviewedById": "text",
      "kycReviewedAt": "2026-02-03T16:47:49.719Z",
      "kycDocumentFrontFileId": "text",
      "kycDocumentFrontFile": "see File object",
      "kycDocumentBackFileId": "text",
      "kycDocumentBackFile": "see File object",
      "kycSelfieFileId": "text",
      "kycSelfieFile": "see File object",
      "sanctionsStatus": "NEEDS_REVIEW",
      "amlStatus": "NEEDS_REVIEW",
      "amlProvider": "ComplyAdvantage",
      "amlTid": "text",
      "amlUrl": "text",
      "amlCheckedAt": "2026-02-03T16:47:49.719Z",
      "amlLog": "text",
      "amlLogData": "text",
      "amlReviewedById": "text",
      "amlReviewedAt": "2026-02-03T16:47:49.719Z",
      "liquidNetWorth": 1,
      "liquidSecurities": 1,
      "illiquidSecurities": 1,
      "privateSecurities": 1,
      "aicAccreditationType": "PENDING",
      "aicExpirationDate": "2026-02-03T16:47:49.719Z",
      "aicQuestionnaire": "text",
      "aicStatus": "NEEDS_REVIEW",
      "aicCheckedAt": "2026-02-03T16:47:49.719Z",
      "aicLog": "text",
      "aicReviewedById": "text",
      "aicReviewedAt": "2026-02-03T16:47:49.719Z",
      "iraQuestionnaire": [
        {
          "id": "text",
          "hasIraAccounts": true,
          "inSelfDirectedIra": true,
          "custodian": "text",
          "hasOtherQualifiedFunds": true
        }
      ],
      "iraCheck": "PENDING",
      "iraCheckedAt": "2026-02-03T16:47:49.719Z",
      "iraLog": "text",
      "iraReviewedById": "text",
      "iraReviewedAt": "2026-02-03T16:47:49.719Z",
      "firstName": "text",
      "lastName": "text",
      "dob": "2026-02-03T16:47:49.719Z",
      "isUsCitizenOrGreenCardHolder": true,
      "citizenship": "AD",
      "ssn": "text",
      "lastFour": "text",
      "address": "text",
      "address2": "text",
      "email": "[email protected]",
      "phone": "text",
      "city": "text",
      "state": "text",
      "zip": "text",
      "country": "text",
      "kycTid": "text",
      "currencyCode": "text",
      "investedInCrowdfunding": 1,
      "currentAnnualIncome": 1,
      "averageAnnualIncome": 1,
      "averageHouseholdIncome": 1,
      "currentHouseholdIncome": 1,
      "householdNetWorth": 1,
      "isSolicited": true,
      "isRealEstate": true,
      "iliquidSecurities": 1,
      "timeHorizon": "text",
      "riskTolerance": "text",
      "investmentObjective": "text",
      "investmentExperience": "text",
      "experienceInPrivate": "text",
      "levelOfEducation": "text",
      "financialAdvisor": true,
      "occupation": "text",
      "employmentStatus": "EMPLOYED",
      "employerName": "text",
      "employerAddressLine1": "text",
      "employerAddressLine2": "text",
      "employerCity": "text",
      "employerState": "text",
      "employerZip": "text",
      "employerCountry": "text",
      "notes": "text",
      "kycs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "platform": "KYC Platform",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Passport",
          "documentImage": "https://example.com/passport.jpg",
          "kycStatus": "PENDING",
          "reason": "Document unclear",
          "response": "Submitted clearer document"
        }
      ],
      "amls": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "tid": "third_party_kyc_123",
          "provider": "AML Provider",
          "url": "https://example.com/aml",
          "status": "PENDING",
          "checkedAt": "2022-01-01T00:00:00Z",
          "individualId": "individual_01j1xgme5qeqq97gpdztd7e4a6"
        }
      ],
      "aics": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "individualId": null,
          "individual": null,
          "complianceReview": "PENDING",
          "reviewedById": null,
          "reviewedBy": null,
          "reviewedAt": "2026-02-03T16:47:49.719Z",
          "systemReview": "PENDING",
          "systemLog": [
            {
              "check": "text",
              "entered": 1,
              "extracted": 1,
              "result": "PASS",
              "reason": "text"
            }
          ],
          "firstName": "text",
          "lastName": "text",
          "method": "PENDING",
          "incomeData": [
            {
              "year": 1,
              "filingStatus": "SINGLE",
              "income": 1,
              "fileId": null
            }
          ],
          "netWorthData": [
            {
              "institution": "text",
              "accountType": "CHECKING",
              "balance": 1,
              "fileId": null
            }
          ],
          "professionalData": [
            {
              "professionalType": "SECURITIES_LICENSES",
              "licenseNumber": "text",
              "fileId": null
            }
          ],
          "employeeData": [
            {
              "position": "text",
              "fileId": null
            }
          ]
        }
      ],
      "setupStatus": "IN_PROGRESS",
      "setupStep": "NEW",
      "sourceOfIncome": "EMPLOYED",
      "ownership": 1,
      "kycProvider": "text",
      "retirementAccountType": "SELF_DIRECTED",
      "custodianName": "text",
      "custodianAccountNumber": "text",
      "custodianRepresentativeName": "text",
      "custodianEmail": "[email protected]",
      "accredited": true
    }
  ],
  "legalEntities": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "thirdPartyId": "third_party_legal_entity_123",
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "investorAccountId": "investor_account_01j1xgme5qeqq97gpdztd7e4a7",
      "kybStatus": "PENDING",
      "sanctionsStatus": "PENDING",
      "kybs": [
        {
          "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
          "__entity": "Entity",
          "createdAt": "2026-02-02T18:26:08.573Z",
          "updatedAt": "2026-02-02T18:26:08.573Z",
          "deletedAt": "2026-02-02T18:26:08.574Z",
          "thirdPartyId": "third_party_kyb_123",
          "platform": "KYB Platform",
          "legalEntityId": "legal_entity_01j1xgme5qeqq97gpdztd7e4a6",
          "documentType": "Certificate of Incorporation",
          "documentImage": "https://example.com/document.pdf",
          "kybStatus": "PENDING",
          "reason": "Additional information required",
          "response": "Submitted additional documents"
        }
      ],
      "name": "Acme Corporation",
      "ein": "12-3456789",
      "companyType": "LLC",
      "streetAddress": "123 Main St",
      "city": "Anytown",
      "state": "CA",
      "zip": "12345",
      "country": "USA",
      "phone": "[phone]",
      "setupStatus": "IN_PROGRESS"
    }
  ],
  "investorAccounts": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "tid": "text",
      "investorAccountType": "INDIVIDUAL",
      "user": null,
      "userId": "text",
      "email": "[email protected]",
      "name": "text",
      "regAQualified": true,
      "regCfQualified": true,
      "regDQualified": true,
      "accountId": "text",
      "account": null,
      "trades": [],
      "individuals": [],
      "legalEntities": [],
      "setupStatus": "IN_PROGRESS",
      "systemReviewLog": "text",
      "totalAmount": 1,
      "statusCheck": null
    }
  ],
  "trades": [
    {
      "id": "entityprefix_01j1xgme5qeqq97gpdztd7e4a6",
      "__entity": "Entity",
      "createdAt": "2026-02-02T18:26:08.573Z",
      "updatedAt": "2026-02-02T18:26:08.573Z",
      "deletedAt": "2026-02-02T18:26:08.574Z",
      "investorAccountId": null,
      "investorAccount": null,
      "offering": null,
      "accountId": "account_01j1xgme5qeqq97gpdztd7e4a6",
      "account": null,
      "offeringId": null,
      "paymentMethodId": null,
      "paymentMethod": null,
      "userId": null,
      "tradeNumber": "text",
      "ip": "text",
      "tid": "text",
      "investmentType": "INDIVIDUAL",
      "purchasedShares": 1,
      "bonusShares": 1,
      "totalNumberOfShares": 1,
      "pricePerShare": 1,
      "lineItems": [],
      "adjustments": [],
      "transactions": [],
      "totalAmount": 1,
      "tradeStatus": "CART",
      "tradeStatusUnmapped": "text",
      "tradeDate": "2026-02-03T16:47:49.719Z",
      "saStatus": "PENDING",
      "saStatusUnmapped": "text",
      "saUrl": "text",
      "saSignedAt": "2026-02-03T16:47:49.719Z",
      "saExtractedNumberOfShares": "text",
      "saExtractedTotalAmount": "text",
      "saExtractedPricePerShare": "text",
      "saExtractedInvestorType": "text",
      "saExtractedSigner": "text",
      "saExtractedSignatureDate": "2026-02-03T16:47:49.719Z",
      "saExtractedSigner2": "text",
      "saExtractedSignatureDate2": "2026-02-03T16:47:49.719Z",
      "saCheck": "PENDING",
      "saCheckedAt": "2026-02-03T16:47:49.719Z",
      "saLog": {
        "finalStatus": "PENDING",
        "matchResults": [
          {
            "tradeLineItemId": "trade_line_item_01kctsycw3fq7sj6hedvy62cja",
            "signerName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "totalAmount": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "investorName": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            },
            "numberOfShares": {
              "actual": "text",
              "status": "MATCHED",
              "extracted": "text",
              "corrected": "text"
            }
          }
        ]
      },
      "txnTid": "text",
      "txnResponse": "text",
      "txnPaymentMethod": "CREDIT_CARD",
      "txnCurrencyCode": "text",
      "txnChargedAmount": 1,
      "txnDate": "2026-02-03T16:47:49.719Z",
      "txnSettledDate": "2026-02-03T16:47:49.719Z",
      "fundingStatus": "PENDING",
      "fundingStatusUnmapped": "text",
      "txnCheck": "PENDING",
      "txnCheckedAt": "2026-02-03T16:47:49.719Z",
      "txnLog": "text",
      "systemReviewCheck": "PENDING",
      "systemReviewCheckedAt": "2026-02-03T16:47:49.719Z",
      "systemReviewLog": "text",
      "complianceReview": "PENDING",
      "complianceReviewNotes": "text",
      "complianceReviewerId": "text",
      "issuerId": null,
      "complianceReviewName": "text",
      "complianceReviewAt": "2026-02-03T16:47:49.719Z",
      "tradeType": "PURCHASE",
      "placedAt": "2026-02-03T16:47:49.719Z",
      "platform": "text",
      "cancelledAt": "2026-02-03T16:47:49.719Z",
      "cancelledById": "text",
      "cancelledReason": "text",
      "cancellationPeriod": 1,
      "disbursed": true,
      "tradeAdjustments": 1,
      "chargedAmount": 1,
      "balance": 1,
      "isUncleared24h": true
    }
  ],
  "metadata": "text",
  "status": "PENDING",
  "reviewLog": "text",
  "pipeline": "NONE",
  "errorMessage": "text"
}

Preview (stream) a file by id

get

Authorizations

api_key

X-API-KEYstringRequired

Path parameters

idstringRequired

Responses

200

200

application/json

Responseany · nullable

401

401

application/json

404

404

application/json

get

/clients/api/v1/files/preview/{id}

HTTPcURLJavaScriptPython

GET /clients/api/v1/files/preview/{id} HTTP/1.1
Host: platform.dalmoregroup.com
X-API-KEY: YOUR_API_KEY
Accept: */*

No content