# JPMC-PDP Documentation from https://developer.payments.jpmorgan.com

# Onboarding reference table

Refer to the following table of fields for the `POST` request to `/onboarding/v1/clients`

 
**Reference table of fields for POST /onboarding/v1/clients**

| Field | Definition | Values | Example | 
| --- | --- | --- | --- | 
| Client details (organization) | - | - | - | 
| partyType | Whether the party in this object is an individual or an organization. | Enum: INDIVIDUAL, ORGANIZATION | ORGANIZATION | 
| externalId | Your chosen ID for this client. |  | TC1234 | 
| email | Email address for the client | String | username@domain | 
| roles | The role of the client being added. Use CLIENT when adding a new organization for a client. | Enum: AUTHORIZED_USER, BENEFICIAL_OWNER, CLIENT, CONTROLLER, DECISION_MAKER, PRIMARY_CONTACT | CLIENT | 
| organizationDetails | Object containing details of your client’s organization. | - | - | 
| organizationType | The type of organization your client has. | Enum: LIMITED_LIABILITY_COMPANY, C_CORPORATION, S_CORPORATION, PARTNERSHIP, PUBLICLY_TRADED_COMPANY, NON_PROFIT_CORPORATION, GOVERNMENT_ENTITY, SOLE_PROPRIETORSHIP, UNINCORPORATED_ASSOCIATION | SOLE_PROPRIETORSHIP | 
| organizationName | The name of your client’s organization | String | Central Perk Getaways | 
| dbaName | Doing Business As (DBA) name. A commonly used name for your client’s business. | String | CP Getaways | 
| organizationDescription | Description of your client’s business | String | Relax, unwind and experience the comforting charm of our apartment while exploring New York | 
| industryCategory | The industry category of the business connected to the client. Use the reference data page to find a list of acceptable descriptions. | String | Accommodation and Food Services | 
| industryType | The industry type of the business connected to the client. You can use the Reference Data page to get a list of acceptable values. | String | Bed And Breakfast Inns | 
| CountryOfFormation | Country code of the country where your client’s organization was formed. | Country code in ISO alpha-2 format. | US | 
| yearOfFormation | The year your client’s organization was formed | String – 4 characters | 2020 | 
| addresses | Object. Address details of the organization | - | - | 
| AddressType | The type of address | Enum: LEGAL_ADDRESS, MAILING_ADDRESS, BUSINESS_ADDRESS, RESIDENTIAL_ADDRESS | LEGAL_ADDRESS | 
| addressLines | Lines of the organization’s address. Each line separated by a comma. First line must start with a number, and cannot be a PO box. | String. Minimum 1 item, maximum 5 items. | "689 Main St", "Opposite St. Andrews Church", "New Town" | 
| City | City of the address | String | New York | 
| state | State code for the organization address. State is mandatory for countries like United States. | Alpha-2 format. | NY | 
| PostalCode | Postal/ZIP code | String | 99501 | 
| Phone | Object for phone numbers | - | - | 
| phoneType | Identifies the type of being added | Enum: BUSINESS_PHONE, MOBILE_PHONE, ALTERNATE_PHONE | BUSINESS_PHONE | 
| countryCode | Country code that precedes the phone number | String – using + then the relevant international dialling code. | +1 | 
| phoneNumber | The phone number including area code | String | 785462944 | 
| organizationIds | Object – the tax ID of the organization | - | - | 
| idType | The ID type | Enum: EIN BUSINESS_REGISTRATION_ID | EIN | 
| Issuer | The issuing authority of the ID | String | US | 
| value | The ID number | String | 000000001 | 
| website | The URL of the organization’s website | String – a valid URL. | https://subdomain.domain.TLD/ | 
| Party details (individual) | - | - | - | 
| partyType | What type of party is being added. This is an Individual associated with the organization being added as a client. | Enum: INDIVIDUAL, ORGANIZATION | INDIVIDUAL | 
| externalId | An external ID for the individual party being added with the client. | String: max 20 characters | TCU12344 | 
| email | Individual email address | String. Email address | username@domain | 
| roles | The roles of the individual in the organization. At least one of these must be CONTROLLER. For SOLE_PROPRIETORSHIP clients, one of these roles must also be BENEFICIAL_OWNER | Enum: AUTHORIZED_USER, BENEFICIAL_OWNER, CLIENT, CONTROLLER, DECISION_MAKER, PRIMARY_CONTACT | BENEFICIAL_OWNER CONTROLLER | 
| IndividualDetails |  |  |  | 
| firstName | First name of the individual party | String | Monica | 
| lastName | Last name of the individual party | String | Gellar | 
| countryOfResidence | Country of residence of the party | Country Code Iso Alpha2string | US | 
| NatureOfOwnership | Whether the ownership of the organization by this party is direct or indirect. | String | Direct | 
| jobTitle | Job title of the individual. This is a required field for those with the role CONTROLLER | String | CEO | 
| jobTitleDescription | Description of the job title. Only required if the jobTitle is ‘Other’ | String | Acts as CEO | 
| addresses |  |  |  | 
| addressType | Type of address being added | Enum: LEGAL_ADDRESS, MAILING_ADDRESS, BUSINESS_ADDRESS, RESIDENTIAL_ADDRESS | LEGAL_ADDRESS | 
| addressLines | Address lines for the individual. Each line separated by a comma. First line must start with a number and cannot be a PO box. | String. Minimum 1 item, maximum 5 items. | "90 Bedford Street", "Apt 2E" | 
| city | City of the address of the individual | String | New York | 
| state | State of the address of the individual | State code in alpha-2 format. | NY | 
| postalCode | Postal/ZIP code | String | 99501 | 
| country | Country of the address | Country code in alpha-2 format | US | 
| individualIds | Object – the ID of the individual | - | - | 
| idType | Type of ID | Enum: SSN ITIN | SSN | 
| issuer | The issuer of the ID | Country Code Iso Alpha2string | US | 
| value | The ID number | String | 100010001 | 
| products | Which products are being used by this client | Enum: Merchant Services | Merchant Services |