Attestations

Attestations are used to confirm that a connected account has completed a compliance task.

They record that an authorized person has reviewed and accepted the required documents or declarations.

Submit an attestation

POST /v1/attestations

{
  "account_id": "01KN7T8K7WRF9C8MF1CA4KPM6Z",
  "requirement_id": "01KN7T9RTDYQ7GR5PW1Q9H2E5M",
  "kind": "agreement_bundle",
  "person": "01KN7TA2GQTSV29M1ZVK04P2KP",
  "user_agent": "Mozilla/5.0 ...",
  "source": "dashboard",
  "scope": "on_behalf_of",
  "agreement_kind": "three_party_agreement",
  "agreement_version": 1,
  "agreement_locale": "en",
  "documents": [
    {
      "key": "three_party_agreement_v1",
      "accepted": true
    }
  ]
}

Request fields

account_id

The connected account for which the task is being completed.

requirement_id

Identifier of the requirement associated with the task.

kind

Type of task being completed.

person

Identifier of the person accepting the agreement.

This person must be authorized to act on behalf of the account.

Agreement details

These fields describe the agreement being accepted:

agreement_kind
agreement_version
agreement_locale

Documents

Each document must be explicitly accepted.

{
  "documents": [
    {
      "key": "three_party_agreement_v1",
      "accepted": true
    }
  ]
}

Behavior

All mandatory documents must be accepted
The attestation represents a legal confirmation
The submission is recorded as part of the account’s compliance history

After submission

After a successful attestation:

The associated task is resolved
The requirement is satisfied
The account status is updated

Example:

{
  "account_id": "01KN7T8K7WRF9C8MF1CA4KPM6Z",
  "blocking": false,
  "status": "ok"
}

Best practices

Ensure the correct person is selected before submission
Present all documents clearly before collecting acceptance
Store a reference to the attestation in your system if needed
Re-fetch account status after submission to confirm resolution

Legal note

An attestation represents a legally binding confirmation by the connected account.

Your platform is responsible for ensuring that:

The correct person is providing acceptance
The documents are presented clearly and completely

Tasks

Overview