Create a profile via API
Overview
There are multiple ways of creating a profile via API:
Approach | Description |
|---|---|
Creating a profile without doing a lookup to data sources, this approach covers entity types such as sole traders, funds, trusts etc or companies where there is no need to match them to a datasource. | |
Creating a profile using a lookup to a business data source to match the record, having a user review any possible matches if required | |
Creating a profile using a lookup to a business data source to match the record, using automation to perform any matching |