The RFI object

A request for information is the compliance check asking for something rather than declining. It is raised against one sub-client, it carries one or more items, and whatever it blocks stays blocked until it closes. The item is the unit of work: each asks for its own thing, is answered on its own, and can be returned on its own without undoing the others.

Example

{
  "rfi_id": "7f1c9a20-3b4d-4e5f-8a91-2c3d4e5f6a7b",
  "user_id": "aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee",
  "status": "pending",
  "due_at": "2026-09-15T23:59:59.000Z",
  "blocking": {
    "type": "transfer",
    "transfer_uuid": "99999999-aaaa-bbbb-cccc-dddddddddddd"
  },
  "resolution_reason": null,
  "created_at": "2026-09-01T12:00:00.000Z",
  "first_answered_at": null,
  "updated_at": null,
  "closed_at": null,
  "items": [ ... ]
}

The request

Field	Type	Description
`rfi_id`	string, uuid	The request’s identifier.
`user_id`	string, uuid	The sub-client it was raised against.
`status`	string	Where the request is. Values
`due_at`	string, date-time	When it stops being answerable.
`blocking`	object or `null`	What it is anchored to. Values
`resolution_reason`	string or `null`	Why it closed unsatisfied. `null` on any request that has not. Values
`created_at`	string, date-time	When it was raised.
`first_answered_at`	string or `null`, date-time	When the first answer arrived.
`updated_at`	string or `null`, date-time	When it last changed.
`closed_at`	string or `null`, date-time	When it closed.
`items`	array	What is being asked.

blocking says what is held, not which account. A request anchored to a transfer or a deposit names that movement; one about the sub-client itself is null.

An item

Field	Type	Description
`item_id`	string, uuid	The item’s identifier. What you answer against.
`ordinal`	integer	Its position in the request.
`prompt`	string	What is being asked, in words meant for a person.
`answer_type`	string	What kind of answer it takes. Values
`answer_spec`	object	The rules an answer is validated against, fixed per `answer_type`.
`status`	string	Whether this item is answered. Values
`answer_value`	string, number, boolean or `null`	The answer recorded, for every type except `document`.
`documents`	array	Files attached. Always present, and empty unless `answer_type` is `document`.
`target_key`	string or `null`	The field on the sub-client this item fills in, when it maps to one.
`subject`	object or `null`	The person the item is about, when it is about one rather than the business.
`review_note`	string or `null`	Why an answer was not accepted. Present on a returned item.
`updated_at`	string or `null`, date-time	When the item last changed.
`returned_at`	string or `null`, date-time	When it was last sent back for another answer.

answer_spec is not a suggestion. It is the complete set of rules the item validates an answer against, and it is fixed by the answer_type — an answer that does not satisfy it is rejected rather than accepted and flagged.

A document on an item

Field	Type	Description
`document_id`	string	The file’s identifier.
`file_name`	string	The name it was uploaded under.
`mime_type`	string	Its type.
`size_bytes`	integer	Its size.
`checksum`	string	A digest of its contents.
`uploaded_at`	string, date-time	When it was attached.

A file is fetched through a short-lived download link rather than served directly — the link expires, so request one when you need it rather than storing it.

Across the API

Authentication

Versioning

Users

Virtual Accounts

Recipients

Quotations

Payouts

Catalogs

RFIs

Example

The request

An item

A document on an item

​Example

​The request

​An item

​A document on an item

Example

The request

An item

A document on an item