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Add person stakeholder

Use the addPersonStakeholderInput within the UnderwritingApplicationStakeholderInput to add an individual stakeholder. Each person stakeholder requires:
  • Role(s) (Owner, Control Person, Guarantor)
  • Personal information (name, date of birth)
  • Tax identification (SSN)
  • Contact information
  • Ownership percentage (if Owner role)
ScenarioBen’s keyboard business application needs to add himself as both control person and owner with 100% equity. He adds himself using addPersonStakeholderInput with both roles specified.
Request
Operation
mutation UpdateUnderwritingApplication($input: UnderwritingApplicationUpdateInput!) {
  updateUnderwritingApplication(input: $input) {
    underwritingApplication {
      id
      stakeholders {
        id
        roles
        ... on PersonStakeholderOutput {
          name {
            firstName
            lastName
          }
        }
      }
    }
    errors {
      ... on UnderwritingApplicationStakeholderFieldValidationError {
        message
        code
        field
      }
    }
  }
}
Variables
{
  "input": {
    "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
    "stakeholders": [
      {
        "addPersonStakeholderInput": {
          "roles": ["OWNER", "CONTROL_PERSON"],
          "name": {
            "firstName": "John",
            "lastName": "Doe"
          },
          "birthDate": "1980-05-15",
          "identificationNumber": {
            "type": "SSN",
            "value": "123456789"
          },
          "ownershipPercentage": "1.00",
          "emailAddress": "john.doe@example.com",
          "telephoneNumber": "5555551234"
        }
      }
    ]
  }
}
Response
Response
{
  "data": {
    "updateUnderwritingApplication": {
      "underwritingApplication": {
        "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
        "stakeholders": [
          {
            "id": "d4e5f6a7-b8c9-4d0e-1f2a-3b4c5d6e7f80",
            "roles": ["OWNER", "CONTROL_PERSON"],
            "name": {
              "firstName": "John",
              "lastName": "Doe"
            }
          }
        ]
      },
      "errors": []
    }
  }
}
Run in Playground

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Add business stakeholder

Use the addBusinessStakeholderInput within the UnderwritingApplicationStakeholderInput to add a business entity stakeholder. Business stakeholders are typically used for:
  • Parent companies
  • Affiliate organizations
  • Corporate guarantors
Business stakeholders require similar information to person stakeholders but use business-specific identifiers like EIN instead of SSN.
Request
Operation
mutation UpdateUnderwritingApplication($input: UnderwritingApplicationUpdateInput!) {
  updateUnderwritingApplication(input: $input) {
    underwritingApplication {
      id
      stakeholders {
        id
        roles
        ... on BusinessStakeholderOutput {
          legalName
        }
      }
    }
    errors {
      ... on UnderwritingApplicationStakeholderFieldValidationError {
        message
        code
      }
    }
  }
}
Variables
{
  "input": {
    "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
    "stakeholders": [
      {
        "addBusinessStakeholderInput": {
          "roles": ["COMPANY"],
          "legalName": "Parent Corp LLC",
          "taxIdentificationNumber": {
            "type": "EIN",
            "value": "987654321"
          },
          "ownershipPercentage": "0.60"
        }
      }
    ]
  }
}
Response
Response
{
  "data": {
    "updateUnderwritingApplication": {
      "underwritingApplication": {
        "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
        "stakeholders": [
          {
            "id": "e5f6a7b8-c9d0-4e1f-2a3b-4c5d6e7f8091",
            "roles": ["COMPANY"],
            "legalName": "Parent Corp LLC"
          }
        ]
      },
      "errors": []
    }
  }
}