Create Trust Relationship
POST {{baseUrl}}/cas/trusts/:trustId/relationships
Creates trust relationship transaction for a particular trust in CAS360.
Constraints: * Cannot create an officer if one exists with the same contactId & position. * Contact must have birth details attached
Request Body
| Key | Datatype | Mandatory | Constraints/Comments |
|---|---|---|---|
| contactId | Number | Yes | Must be an id of an existing contact. Contact cannot already be an officer for both this company and position. Contact must be 18 or older on appointDate |
| companyId | String | Yes (for TRUSTEE company relationships only) | The company id of the company that has the relationship |
| appointDate | String | Yes | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601. Can not be before the company's incorporation date |
| relationshipType | String | Yes | Must be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESSNAME, INVESTMENTADVISOR, LAWYER, LIQUIDATOR |
Response Body
| Key | Date Type | Description |
|---|---|---|
| contactId | String | the contact id of the contact that has the relationship List of Contacts |
| companyId | String | the company id of the company that has the relationship |
| appointDate | Date | he appointment date of the relationship |
| relationshipType | String | This is the relationship type of the contact. Will be one of SETTLOR, APPOINTOR, TRUSTEE, ACCOUNTANT, AUDITOR, BANK, BUSINESSNAME, INVESTMENTADVISOR, LAWYER, LIQUIDATOR |
| prepareForm | boolean |
Request Body
{"contactId"=>"{{contactId}}", "companyId"=>"{{companyId}}", "appointedDate"=>"{{appointedDate}}", "relationshipType"=>"{{relationshipType}}"}
HEADERS
| Key | Datatype | Required | Description |
|---|---|---|---|
Authorization | string | ||
Content-Type | string |
RESPONSES
status: OK
{"appointedDate":"2020-06-01","companyId":null,"contactId":963075,"id":30665,"prepareForms":false,"relationshipType":"ACCOUNTANT"}