Add stakeholder

Add person stakeholder

Use the addPersonStakeholderInput within the UnderwritingApplicationStakeholderInput to add an individual stakeholder. Each person stakeholder requires:

Role(s) (Owner, Control Person, Guarantor)
Personal information (name, date of birth)
Tax identification (SSN)
Contact information
Ownership percentage (if Owner role)

ScenarioBen’s keyboard business application needs to add himself as both control person and owner with 100% equity. He adds himself using addPersonStakeholderInput with both roles specified.

mutation UpdateUnderwritingApplication($input: UnderwritingApplicationUpdateInput!) {
  updateUnderwritingApplication(input: $input) {
    underwritingApplication {
      id
      stakeholders {
        id
        roles
        ... on PersonStakeholderOutput {
          name {
            firstName
            lastName
          }
        }
      }
    }
    errors {
      ... on UnderwritingApplicationStakeholderFieldValidationError {
        message
        code
        field
      }
    }
  }
}

{
  "input": {
    "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
    "stakeholders": [
      {
        "addPersonStakeholderInput": {
          "roles": ["OWNER", "CONTROL_PERSON"],
          "name": {
            "firstName": "John",
            "lastName": "Doe"
          },
          "birthDate": "1980-05-15",
          "identificationNumber": {
            "type": "SSN",
            "value": "123456789"
          },
          "ownershipPercentage": "1.00",
          "emailAddress": "john.doe@example.com",
          "telephoneNumber": "5555551234"
        }
      }
    ]
  }
}

Response

{
  "data": {
    "updateUnderwritingApplication": {
      "underwritingApplication": {
        "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
        "stakeholders": [
          {
            "id": "d4e5f6a7-b8c9-4d0e-1f2a-3b4c5d6e7f80",
            "roles": ["OWNER", "CONTROL_PERSON"],
            "name": {
              "firstName": "John",
              "lastName": "Doe"
            }
          }
        ]
      },
      "errors": []
    }
  }
}

Add business stakeholder

Use the addBusinessStakeholderInput within the UnderwritingApplicationStakeholderInput to add a business entity stakeholder. Business stakeholders are typically used for:

Parent companies
Affiliate organizations
Corporate guarantors

Business stakeholders require similar information to person stakeholders but use business-specific identifiers like EIN instead of SSN.

mutation UpdateUnderwritingApplication($input: UnderwritingApplicationUpdateInput!) {
  updateUnderwritingApplication(input: $input) {
    underwritingApplication {
      id
      stakeholders {
        id
        roles
        ... on BusinessStakeholderOutput {
          legalName
        }
      }
    }
    errors {
      ... on UnderwritingApplicationStakeholderFieldValidationError {
        message
        code
      }
    }
  }
}

{
  "input": {
    "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
    "stakeholders": [
      {
        "addBusinessStakeholderInput": {
          "roles": ["COMPANY"],
          "legalName": "Parent Corp LLC",
          "taxIdentificationNumber": {
            "type": "EIN",
            "value": "987654321"
          },
          "ownershipPercentage": "0.60"
        }
      }
    ]
  }
}

Response

{
  "data": {
    "updateUnderwritingApplication": {
      "underwritingApplication": {
        "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
        "stakeholders": [
          {
            "id": "e5f6a7b8-c9d0-4e1f-2a3b-4c5d6e7f8091",
            "roles": ["COMPANY"],
            "legalName": "Parent Corp LLC"
          }
        ]
      },
      "errors": []
    }
  }
}

Getting started

Authentication

Applications

Stakeholders

Decision components

Information requests

Webhooks

Add stakeholder

Add person stakeholder

Add business stakeholder

​Add person stakeholder

​Add business stakeholder

Add person stakeholder

Add business stakeholder