External Account Document

An External Account Document is a document uploaded by the customer to help prove they own an external account. Examples include an image (or pdf) of a bank statement or a driver's license. This object is only used in rare circumstances, e.g., a customer has reached the maximum number of allowed external accounts and they need to swap an existing external account for another one.


externalAccountDocument Object

Property

Data Type (length)

Description

customerId

integer

The Helix-assigned unique ID for the customer who uploaded the document.

documentContent

string (10MB)

A base64-encoded representation of the actual content of the document.

  • *NOTE**: Applicable only when POSTing to the /externalAccountDocument/upload route. This property will not be returned by any route. Base64-encoding should be done using the RFC 4648-compliant encoding (i.e. no embedded line breaks and use = as the padding character). See RFC 4648 for more information.

documentName

string (50)

A caller-specified, user-friendly name for this document. Maximum length is 50 characters. Must have one of the following extensions:

  • .jpg
  • .jpeg
  • .gif
  • .png
  • .pdf
  • .heic(please note that .heic files will be converted to .jpeg before we store them in helix)

documentType

enum

The type of document. Possible values include:

  • DriversLicense
  • BankStatement

externalAccountId

integer

The Helix-assigned unique ID for the external account to which this document is associated.

reasonType

enum

The reason for uploading the document. Possible values include:

  • NameChange
  • AddressChange
  • Unspecified