From d587c85125c254c1122cd975574e6ed2eda130a9 Mon Sep 17 00:00:00 2001 From: Bolt Agent Date: Wed, 1 Jul 2026 19:25:55 +0000 Subject: [PATCH 1/2] feat: add idType/identifier to IndividualCustomerCreateRequest (ENG-10686) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Individual account-holder CIP capture — accept the individual's tax identification (SSN/ITIN) on customer creation so sparkcore can bridge it to paycore EntUserInfo.tax_identifier for Lead onboarding. Write-only: added to the create request only (not the shared IndividualCustomerFields), so the SSN is never echoed in customer responses. Mirrors the flat idType/identifier shape beneficial owners already use. --- mintlify/openapi.yaml | 8 ++++++++ openapi.yaml | 8 ++++++++ .../customers/IndividualCustomerCreateRequest.yaml | 11 +++++++++++ 3 files changed, 27 insertions(+) diff --git a/mintlify/openapi.yaml b/mintlify/openapi.yaml index a0caaf16e..84c5c63d1 100644 --- a/mintlify/openapi.yaml +++ b/mintlify/openapi.yaml @@ -9954,6 +9954,14 @@ components: allOf: - $ref: '#/components/schemas/CustomerCreateRequest' - $ref: '#/components/schemas/IndividualCustomerFields' + - type: object + properties: + idType: + $ref: '#/components/schemas/IdentificationType' + identifier: + type: string + description: The individual's tax identification number (SSN or ITIN for a US account holder). Required to onboard the individual as a US account holder. Write-only — never returned in customer responses. + example: 123-45-6789 BusinessInfo: type: object description: Additional information required for business entities diff --git a/openapi.yaml b/openapi.yaml index a0caaf16e..84c5c63d1 100644 --- a/openapi.yaml +++ b/openapi.yaml @@ -9954,6 +9954,14 @@ components: allOf: - $ref: '#/components/schemas/CustomerCreateRequest' - $ref: '#/components/schemas/IndividualCustomerFields' + - type: object + properties: + idType: + $ref: '#/components/schemas/IdentificationType' + identifier: + type: string + description: The individual's tax identification number (SSN or ITIN for a US account holder). Required to onboard the individual as a US account holder. Write-only — never returned in customer responses. + example: 123-45-6789 BusinessInfo: type: object description: Additional information required for business entities diff --git a/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml b/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml index 30531f661..ad3396329 100644 --- a/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml +++ b/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml @@ -2,3 +2,14 @@ title: Individual Customer Create Request allOf: - $ref: ./CustomerCreateRequest.yaml - $ref: ./IndividualCustomerFields.yaml + - type: object + properties: + idType: + $ref: ./IdentificationType.yaml + identifier: + type: string + description: >- + The individual's tax identification number (SSN or ITIN for a US + account holder). Required to onboard the individual as a US account + holder. Write-only — never returned in customer responses. + example: 123-45-6789 From de45d929da2c3abd7ed3749c3f82795f1ae353e9 Mon Sep 17 00:00:00 2001 From: Bolt Agent Date: Thu, 2 Jul 2026 03:40:35 +0000 Subject: [PATCH 2/2] Mark identifier writeOnly + document SSN/ITIN-only constraint (ENG-10686) --- mintlify/openapi.yaml | 3 ++- openapi.yaml | 3 ++- .../customers/IndividualCustomerCreateRequest.yaml | 9 ++++++--- 3 files changed, 10 insertions(+), 5 deletions(-) diff --git a/mintlify/openapi.yaml b/mintlify/openapi.yaml index 84c5c63d1..e777c567a 100644 --- a/mintlify/openapi.yaml +++ b/mintlify/openapi.yaml @@ -9960,7 +9960,8 @@ components: $ref: '#/components/schemas/IdentificationType' identifier: type: string - description: The individual's tax identification number (SSN or ITIN for a US account holder). Required to onboard the individual as a US account holder. Write-only — never returned in customer responses. + writeOnly: true + description: The individual's tax identification number. Required to onboard the individual as a US account holder. Only SSN and ITIN are currently accepted for an individual account holder; other identification types are rejected. Write-only — never returned in customer responses. example: 123-45-6789 BusinessInfo: type: object diff --git a/openapi.yaml b/openapi.yaml index 84c5c63d1..e777c567a 100644 --- a/openapi.yaml +++ b/openapi.yaml @@ -9960,7 +9960,8 @@ components: $ref: '#/components/schemas/IdentificationType' identifier: type: string - description: The individual's tax identification number (SSN or ITIN for a US account holder). Required to onboard the individual as a US account holder. Write-only — never returned in customer responses. + writeOnly: true + description: The individual's tax identification number. Required to onboard the individual as a US account holder. Only SSN and ITIN are currently accepted for an individual account holder; other identification types are rejected. Write-only — never returned in customer responses. example: 123-45-6789 BusinessInfo: type: object diff --git a/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml b/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml index ad3396329..d960df9df 100644 --- a/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml +++ b/openapi/components/schemas/customers/IndividualCustomerCreateRequest.yaml @@ -8,8 +8,11 @@ allOf: $ref: ./IdentificationType.yaml identifier: type: string + writeOnly: true description: >- - The individual's tax identification number (SSN or ITIN for a US - account holder). Required to onboard the individual as a US account - holder. Write-only — never returned in customer responses. + The individual's tax identification number. Required to onboard the + individual as a US account holder. Only SSN and ITIN are currently + accepted for an individual account holder; other identification + types are rejected. Write-only — never returned in customer + responses. example: 123-45-6789