Document

This page contains all relevant terminology regarding Documents.

Document

Definition

A Document is of one of the following categories:

• Identification
• Contract
• Banking statement
• Report
• CAMT053 (see Payment)
• SEPA (see SEPA)
• Other

The SubCategory of a Document specifies what kind of SEPA document, report, etc. the Document is.

Relevant endpoints

• GET /Documents/{labelId}
• GET /DocumentGetById/{labelId}/{documentId}
• GET /GetDocumentsByInvestorAccountId/{labelId}/{investorAccountId}
• POST /DocumentAdd
• PUT /DocumentUpdate
• DELETE /DocumentDeleteById/{labelId}/{documentId}

DocumentReference

Definition

A DocumentReference is used to refer from another piece of information or entity to a specific Document by its ID.

DocumentAccessLog

Definition

Whenever a GiroPro User downloads a specific Document, this is logged in a DocumentAccessLog for privacy purposes.