Skip to content

OnboardingComponents

Defined in: src/onboarding/types.gen.ts:97

headers: never

Defined in: src/onboarding/types.gen.ts:414


parameters: never

Defined in: src/onboarding/types.gen.ts:412


pathItems: never

Defined in: src/onboarding/types.gen.ts:415


requestBodies: never

Defined in: src/onboarding/types.gen.ts:413


responses: never

Defined in: src/onboarding/types.gen.ts:411


schemas: object

Defined in: src/onboarding/types.gen.ts:98

Account: object

If the application status is ACTIVE, array of bank cash management accounts (note there is currently only one account per customer).

created_at: string

Format: date-time

id: string

Brex Cash management account ID.

optional instructions?: { domestic: { account_type: string; bank_account_number: string; bank_address: string; bank_name: string; bank_routing_number: string; beneficiary_address: string; beneficiary_name: string; }; international: { account_type: string; bank_address: string; bank_name: string; beneficiary_address: string; beneficiary_name: string; special_instructions: string; swift_account_number: string; swift_bank_number: string; }; } | null

Address: object

Company business address (must be in the US; no PO box or virtual/forwarding addresses allowed).

optional city?: string | null

City, district, suburb, town, or village.

optional country?: string | null

Two-letter country code (ISO 3166-1 alpha-2).

optional line1?: string | null

Address line 1, no PO Box.

optional line2?: string | null

Address line 2 (e.g., apartment, suite, unit, or building).

optional phone_number?: string | null

Phone number.

optional postal_code?: string | null

ZIP or postal code.

optional state?: string | null

For US-addressed the 2-letter State abbreviation. For international-addresses the county, providence, or region.

Applicant: object

Required information about the referred prospect.

email: string

Format: email

Business email of the applying customer.

jane.smith@example.com

first_name: string

First name of the applying customer.

Jane

last_name: string

Last name of the applying customer.

Smith

Application: object

status: "ACTIVE" | "PROCESSING" | "REJECTED" | "NO_ACCOUNT" | "NOT_SUBMITTED" | "INFORMATION_PENDING" | "MANUAL_REVIEW" | "CLOSED"

ApplicationStatus: "ACTIVE" | "PROCESSING" | "REJECTED" | "NO_ACCOUNT" | "NOT_SUBMITTED" | "INFORMATION_PENDING" | "MANUAL_REVIEW" | "CLOSED"

Application status of a product.

`NO_ACCOUNT` - There is no active application, and the product account is not provisioned.
`ACTIVE` - The application is approved, and the product account is provisioned.
`NOT_SUBMITTED` - The application is started but not yet submitted.
`INFORMATION_PENDING` - The application is submitted and additional information is requested.
`MANUAL_REVIEW` - The application is under manual review.
`PROCESSING` - The application is submitted and is under review.
`REJECTED` - The application is rejected.
`CLOSED` - The product account is closed.

BeneficialOwner: object

Federal law requires us to collect information for anyone who owns 25% or more of the company.

optional address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null

{ city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; }

optional city?: string | null

City, district, suburb, town, or village.

optional country?: string | null

Two-letter country code (ISO 3166-1 alpha-2).

optional line1?: string | null

Address line 1, no PO Box.

optional line2?: string | null

Address line 2 (e.g., apartment, suite, unit, or building).

optional phone_number?: string | null

Phone number.

optional postal_code?: string | null

ZIP or postal code.

optional state?: string | null

For US-addressed the 2-letter State abbreviation. For international-addresses the county, providence, or region.


null

optional company_relationship?: "OTHER" | "FOUNDER" | "EXECUTIVE" | "SENIOR_LEADERSHIP" | null

optional date_of_birth?: string | null

Format: date

Date of birth.

optional identity_document?: { country: string; number: string; type: "SSN" | "PASSPORT"; } | null

{ country: string; number: string; type: "SSN" | "PASSPORT"; }

country: string

Country where the identity document was issued.

number: string

US SSN or passport number.

type: "SSN" | "PASSPORT"


null

legal_name: string

Legal full name.

optional ownership_percentage?: number | null

Format: int32

Ownership percentage (25-100). Only populated for individuals with ownership stakes (25% or more).

25

prong: "OWNERSHIP" | "CONTROL" | "BOTH"

Business: object

Information about the business the application is for.

You can optionally set the `alternate_address`, if the business has an additional address which is different from the
registration address. For instance, for international companies where their operational address may be different
than where the company was incorporated.

optional activity_description?: string | null

Brief description of the business activity.

Software as a Service platform for project management

optional address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null

{ city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; }

optional city?: string | null

City, district, suburb, town, or village.

optional country?: string | null

Two-letter country code (ISO 3166-1 alpha-2).

optional line1?: string | null

Address line 1, no PO Box.

optional line2?: string | null

Address line 2 (e.g., apartment, suite, unit, or building).

optional phone_number?: string | null

Phone number.

optional postal_code?: string | null

ZIP or postal code.

optional state?: string | null

For US-addressed the 2-letter State abbreviation. For international-addresses the county, providence, or region.


null

optional alternate_address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null

{ city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; }

optional city?: string | null

City, district, suburb, town, or village.

optional country?: string | null

Two-letter country code (ISO 3166-1 alpha-2).

optional line1?: string | null

Address line 1, no PO Box.

optional line2?: string | null

Address line 2 (e.g., apartment, suite, unit, or building).

optional phone_number?: string | null

Phone number.

optional postal_code?: string | null

ZIP or postal code.

optional state?: string | null

For US-addressed the 2-letter State abbreviation. For international-addresses the county, providence, or region.


null

optional beneficial_owners?: object[] | null

List of beneficial owners of the company

optional employer_identification_number?: string | null

Company Employer Identification Number(EIN).

123456789

optional incorporation_state?: string | null

State of incorporation (US state abbreviation).

CA

optional incorporation_type?: "C_CORP" | "S_CORP" | "B_CORP" | "LLC" | "LLP" | "SOLE_PROP" | "ORG_501C3" | "LP" | null

optional incorporation_year?: number | null

Format: int32

Year of incorporation (YYYY format).

2023

optional legal_name?: string | null

Company legal name.

Acme Corporation

optional website_url?: string | null

Business website (or link to ecommerce store for sellers).

https://www.acmecorp.com

Cash: object

Available if customer applied for Brex Cash.

optional accounts?: object[] | null

application: object

status: "ACTIVE" | "PROCESSING" | "REJECTED" | "NO_ACCOUNT" | "NOT_SUBMITTED" | "INFORMATION_PENDING" | "MANUAL_REVIEW" | "CLOSED"

CompanyRelationship: "OTHER" | "FOUNDER" | "EXECUTIVE" | "SENIOR_LEADERSHIP"

Relationship of this beneficial owner for this company.

ContactPreference: "NO_OUTBOUND" | "EMAIL_OUTBOUND"

When set to EMAIL_OUTBOUND, Brex will email the referred prospective customer directly to prompt them to create their account rather than rely on you to direct them to claim the account. If not provided, you are responsible for contacting the prospect and the value defaults to NO_OUTBOUND.

CreateDocumentRequest: object

Request for creating new document upload URL.

type: "ARTICLES_OF_INCORPORATION" | "IRS_EIN_CONFIRMATION" | "IRS_EIN_APPLICATION" | "CERTIFICATE_GOOD_STANDING"

CreateReferralRequest: object

Submit a new referral to Brex for onboarding.

applicant: object

email: string

Format: email

Business email of the applying customer.

jane.smith@example.com
CreateReferralRequest.applicant.first_name
Section titled “CreateReferralRequest.applicant.first_name”

first_name: string

First name of the applying customer.

Jane

last_name: string

Last name of the applying customer.

Smith

optional business?: { activity_description?: string | null; address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null; alternate_address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null; beneficial_owners?: object[] | null; employer_identification_number?: string | null; incorporation_state?: string | null; incorporation_type?: "C_CORP" | "S_CORP" | "B_CORP" | "LLC" | "LLP" | "SOLE_PROP" | "ORG_501C3" | "LP" | null; incorporation_year?: number | null; legal_name?: string | null; website_url?: string | null; } | null

{ activity_description?: string | null; address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null; alternate_address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null; beneficial_owners?: object[] | null; employer_identification_number?: string | null; incorporation_state?: string | null; incorporation_type?: "C_CORP" | "S_CORP" | "B_CORP" | "LLC" | "LLP" | "SOLE_PROP" | "ORG_501C3" | "LP" | null; incorporation_year?: number | null; legal_name?: string | null; website_url?: string | null; }

optional activity_description?: string | null

Brief description of the business activity.

Software as a Service platform for project management

optional address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null

{ city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; }

optional city?: string | null

City, district, suburb, town, or village.

optional country?: string | null

Two-letter country code (ISO 3166-1 alpha-2).

optional line1?: string | null

Address line 1, no PO Box.

optional line2?: string | null

Address line 2 (e.g., apartment, suite, unit, or building).

optional phone_number?: string | null

Phone number.

optional postal_code?: string | null

ZIP or postal code.

optional state?: string | null

For US-addressed the 2-letter State abbreviation. For international-addresses the county, providence, or region.


null

optional alternate_address?: { city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; } | null

{ city?: string | null; country?: string | null; line1?: string | null; line2?: string | null; phone_number?: string | null; postal_code?: string | null; state?: string | null; }

optional city?: string | null

City, district, suburb, town, or village.

optional country?: string | null

Two-letter country code (ISO 3166-1 alpha-2).

optional line1?: string | null

Address line 1, no PO Box.

optional line2?: string | null

Address line 2 (e.g., apartment, suite, unit, or building).

optional phone_number?: string | null

Phone number.

optional postal_code?: string | null

ZIP or postal code.

optional state?: string | null

For US-addressed the 2-letter State abbreviation. For international-addresses the county, providence, or region.


null

optional beneficial_owners?: object[] | null

List of beneficial owners of the company

optional employer_identification_number?: string | null

Company Employer Identification Number(EIN).

123456789

optional incorporation_state?: string | null

State of incorporation (US state abbreviation).

CA

optional incorporation_type?: "C_CORP" | "S_CORP" | "B_CORP" | "LLC" | "LLP" | "SOLE_PROP" | "ORG_501C3" | "LP" | null

optional incorporation_year?: number | null

Format: int32

Year of incorporation (YYYY format).

2023

optional legal_name?: string | null

Company legal name.

Acme Corporation

optional website_url?: string | null

Business website (or link to ecommerce store for sellers).

https://www.acmecorp.com

null

optional contact_preference?: "NO_OUTBOUND" | "EMAIL_OUTBOUND" | null

referral_code: string

Referral code that attributes credit to you if the prospect signs up for a Brex account.

partner_abc123

Document: object

id: string

Unique identifier for the document.

prefdoc_a1b2c3d4e5

uri: string

This is a presigned S3 link that should be used to attach the document. The maximum size accepted for this document is 50 MB.

https://brex-documents.s3.amazonaws.com/upload/abc123?AWSAccessKeyId=AKIAIOSFODNN7EXAMPLE&Expires=1234567890&Signature=example

DocumentType: "ARTICLES_OF_INCORPORATION" | "IRS_EIN_CONFIRMATION" | "IRS_EIN_APPLICATION" | "CERTIFICATE_GOOD_STANDING"

Type of document being submitted. Allowable types: - ARTICLES_OF_INCORPORATION - IRS_EIN_CONFIRMATION (IRS CP 575, CP 575 fax sheet, or 147C form) - IRS_EIN_APPLICATION (IRS SS4 form) - CERTIFICATE_GOOD_STANDING

DomesticInstruction: object

Domestic ACH/wire instructions.

account_type: string

bank_account_number: string

bank_address: string

bank_name: string

bank_routing_number: string

beneficiary_address: string

beneficiary_name: string

IdentityDocument: object

Document identifying the owner.

country: string

Country where the identity document was issued.

number: string

US SSN or passport number.

type: "SSN" | "PASSPORT"

IdentityDocumentType: "SSN" | "PASSPORT"

Either a US SSN or US/international passport.

IncorporationType: "C_CORP" | "S_CORP" | "B_CORP" | "LLC" | "LLP" | "SOLE_PROP" | "ORG_501C3" | "LP"

Incorporation type of the company referred.

Instruction: object

Domestic and international ACH/wire instructions.

domestic: object

account_type: string

bank_account_number: string

bank_address: string

bank_name: string

bank_routing_number: string

beneficiary_address: string

beneficiary_name: string

international: object

account_type: string

bank_address: string

bank_name: string

Instruction.international.beneficiary_address
Section titled “Instruction.international.beneficiary_address”

beneficiary_address: string

Instruction.international.beneficiary_name
Section titled “Instruction.international.beneficiary_name”

beneficiary_name: string

Instruction.international.special_instructions
Section titled “Instruction.international.special_instructions”

special_instructions: string

Instruction.international.swift_account_number
Section titled “Instruction.international.swift_account_number”

swift_account_number: string

Instruction.international.swift_bank_number
Section titled “Instruction.international.swift_bank_number”

swift_bank_number: string

InternationalInstruction: object

International wire instructions.

account_type: string

bank_address: string

bank_name: string

InternationalInstruction.beneficiary_address
Section titled “InternationalInstruction.beneficiary_address”

beneficiary_address: string

beneficiary_name: string

InternationalInstruction.special_instructions
Section titled “InternationalInstruction.special_instructions”

special_instructions: string

InternationalInstruction.swift_account_number
Section titled “InternationalInstruction.swift_account_number”

swift_account_number: string

InternationalInstruction.swift_bank_number
Section titled “InternationalInstruction.swift_bank_number”

swift_bank_number: string

ProcessDelayedEINDocumentRequest: object

Request for processing a delayed EIN document

ProcessDelayedEINDocumentRequest.document_id
Section titled “ProcessDelayedEINDocumentRequest.document_id”

document_id: string

The document ID returned from the initial document creation request

Product: object

Array of Brex products that the customer has applied for. This is a gated feature available to select clients only.

cash: object

optional accounts?: object[] | null

application: object

status: "ACTIVE" | "PROCESSING" | "REJECTED" | "NO_ACCOUNT" | "NOT_SUBMITTED" | "INFORMATION_PENDING" | "MANUAL_REVIEW" | "CLOSED"

Prong: "OWNERSHIP" | "CONTROL" | "BOTH"

When using CONTROL prong, the beneficial owner is a single individual with significant responsibility to control, manage, or direct a legal entity customer. This includes, an executive officer or senior manager (Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, President), or any other individual who regularly performs similar functions.

Under the `OWNERSHIP` prong, a beneficial owner is each individual, if any, who, directly or
indirectly, through any contract, arrangement, understanding, relationship or otherwise, owns
25 percent or more of the equity interests of a legal entity customer. If a trust owns directly
or indirectly, through any contract, arrangement, understanding, relationship or otherwise, 25
percent or more of the equity interests of a legal entity customer, the beneficial owner is the
trustee.
Under the `BOTH` prong, the beneficial owner represents both.

Referral: object

optional customer_email?: string | null

Format: email

Customer’s email address registered for the Brex application. This field is available only if there’s a signup completed.

expires_at: string

Format: date-time

The time at which this referral link expires.

id: string

Unique identifier for the referral.

a1b2c3d4e5f6g7

products: object[]

referral_signup_url: string

Signup URL to redirect prospects to complete their onboarding flow.

*Note*: Necessary disclosures must be shown when the prospect clicks on this link.
https://brex.com/signup?pref_token=a1b2c3d4e5f6g7

status: "ACTIVE" | "EXPIRED" | "CLOSED" | "UNCLAIMED"

ReferralPage: object

items: object[]

optional next_cursor?: string | null

ReferralStatus: "ACTIVE" | "EXPIRED" | "CLOSED" | "UNCLAIMED"

Status of the referral. UNCLAIMED or EXPIRED unless the customer completes signup. Customers are attributed once ACTIVE until the account is CLOSED.