Create a new payout entity

POST /payout_entities

Payout entities can be created within Canopy with attached data managed in a secure and compliant way to facilitate providing the best service for products created through Canopy.

Body Required

Create a new associated entity

  • The ID to be associated with the payout entity for future requests. If not provided on payout entity creation, Canopy will generate this field.

    Format should match the following pattern: ^(?!can_).*$.

  • payout_entity_type string Required

    Type of associated entity

    Values are merchant, lender, sponsor, organization, or clearing.

  • payout_entity_name string Required

    Entity's name.

  • external_fields array[object]

    An Array of External Fields. These should be used to connect entities created in Canopy to data in your system and any connected external systems.

    Not more than 1000 elements.

    • key string

      key: i.e. Name of the External Party

    • value string

      value: i.e. External Account ID

  • A Canopy-generated ID for the parent of this associated entity to establish a parent-child relationship.

  • Account number of the bank account for payment distributions.

  • The 9 digit routing number of the bank account for payment distributions. The final digit must pass check digit validation.

  • The type of bank account being stored for the payout entity.

    Values are CHECKING, SAVINGS, or GL.

  • irs_tin string

    The IRS tax identification number of the entity.

Responses

  • 200 object

    New Associated Entity Created

    • payout_entity_id string Required

      The ID to be associated with the payout entity for future requests. If not provided on payout entity creation, Canopy will generate this field.

    • Type of associated entity

      Values are merchant, lender, sponsor, organization, or clearing.

    • Entity's name.

    • external_fields array[object]

      An Array of External Fields. These should be used to connect entities created in Canopy to data in your system and any connected external systems.

      Not more than 1000 elements.

      • key string

        key: i.e. Name of the External Party

      • value string

        value: i.e. External Account ID

    • A Canopy-generated ID for the parent of this associated entity to establish a parent-child relationship.

    • Account number of the bank account for payment distributions.

    • Routing number of the bank account for payment distributions.

    • The type of bank account being stored for the payout entity.

      Values are CHECKING, SAVINGS, or GL.

    • The Depository Financial Institution (DFI) ID of the entity.

    • irs_tin string | null

      The IRS tax identification number of the entity.

  • 401

    Unauthorized.

  • 403

    Forbidden.

  • 404

    Customer not found

  • 422

    Invalid input

  • 429

    Too many requests.

  • Unexpected Error.

POST /payout_entities
curl \
 -X POST https://<your_environment_name>-uat-api.canopyservicing.com/payout_entities \
 -H "Authorization: Bearer $ACCESS_TOKEN" \
 -H "Content-Type: application/json" \
 -d '{"payout_entity_id":"0x1234","payout_entity_type":"lender","payout_entity_name":"Wonka Industries","external_fields":[{"key":"Umbrella Corporation","value":"22445702-a389-431f-927d-07b8d0750787"}],"parent_payout_entity_id":"31mNprzLd2bKl6koVna68ARM","bank_account_number":"1001001234","bank_routing_number":"012345678","bank_account_type":"CHECKING","irs_tin":"string"}'
Request example
{
  "payout_entity_id": "0x1234",
  "payout_entity_type": "lender",
  "payout_entity_name": "Wonka Industries",
  "external_fields": [
    {
      "key": "Umbrella Corporation",
      "value": "22445702-a389-431f-927d-07b8d0750787"
    }
  ],
  "parent_payout_entity_id": "31mNprzLd2bKl6koVna68ARM",
  "bank_account_number": "1001001234",
  "bank_routing_number": "012345678",
  "bank_account_type": "CHECKING",
  "irs_tin": "string"
}
Response example (200)
{
  "payout_entity_id": "0x1234",
  "payout_entity_type": "lender",
  "payout_entity_name": "Wonka Industries",
  "external_fields": [
    {
      "key": "Umbrella Corporation",
      "value": "22445702-a389-431f-927d-07b8d0750787"
    }
  ],
  "parent_payout_entity_id": "31mNprzLd2bKl6koVna68ARM",
  "bank_account_number": "1001001234",
  "bank_routing_number": "012345678",
  "bank_account_type": "CHECKING",
  "company_identification": "X000100393",
  "irs_tin": "203456789"
}