Create a new individual (client profile)

post/individuals

Create a new client profile/individual with the provided data

Body ParametersExpand Collapse

first_name: string

First name of the individual

household_id: string

Household ID this individual belongs to

last_name: string

Last name of the individual

address_line1: optional string

Street address line 1

address_line2: optional string

Street address line 2

city: optional string

City

country: optional string

Country

date_of_birth: optional string

Date of birth

formatdate

email: optional string

Email address

formatemail

is_beneficiary: optional boolean

Whether this client profile should be an eligible beneficiary for entities and gifts

is_deceased: optional boolean

Whether the individual is deceased

is_grantor: optional boolean

Whether this client profile should be an eligible grantor/owner/other principal for entities

is_primary: optional boolean

Whether this is a primary client of the household (at most 2 per household)

is_trustee: optional boolean

Whether this client profile should be an eligible trustee for entities

middle_name: optional string

Middle name of the individual

notes: optional string

Notes about the client profile

maxLength65536

postal_code: optional string

ZIP or postal code

state: optional string

State or province

suffix: optional string

Name suffix

ReturnsExpand Collapse

Individual = object { id, created_at, first_name, 21 more }

id: string

Unique identifier with client_profile_ prefix

created_at: string

Timestamp when the individual was created

formatdate-time

first_name: string

First name of the individual

household_id: string

Household ID this individual belongs to

is_beneficiary: boolean

Whether this client profile should be an eligible beneficiary for entities and gifts

is_deceased: boolean

Whether this client profile is deceased

is_grantor: boolean

Whether this client profile should be an eligible grantor/owner/other principal for entities

is_primary: boolean

Whether this is one of the (at most) two primary clients on this household

is_trustee: boolean

Whether this client profile should be an eligible trustee for entities

last_name: string

Last name of the individual

updated_at: string

Timestamp when the individual was last updated

formatdate-time

address_line1: optional string

Street address line 1 (from address edge)

address_line2: optional string

Street address line 2 (from address edge)

city: optional string

City (from address edge)

country: optional string

Country (from address edge)

date_of_birth: optional string

Date of birth (encrypted field)

formatdate

date_of_death: optional string

Date of death if applicable (encrypted field)

formatdate

deleted_at: optional string

Timestamp when the individual was soft deleted

formatdate-time

email: optional string

Email address

formatemail

middle_name: optional string

Middle name of the individual

notes: optional string

Notes about the client profile

maxLength65536

postal_code: optional string

ZIP or postal code (from address edge)

state: optional string

State or province (from address edge)

suffix: optional string

Name suffix (Jr., Sr., III, etc.)

Create a new individual (client profile)

curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/individuals \
    -H 'Content-Type: application/json' \
    -d '{
          "first_name": "John",
          "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
          "last_name": "Smith"
        }'

{
  "id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "created_at": "2024-01-15T09:30:00Z",
  "first_name": "John",
  "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "is_beneficiary": true,
  "is_deceased": true,
  "is_grantor": true,
  "is_primary": true,
  "is_trustee": true,
  "last_name": "Smith",
  "updated_at": "2024-01-20T14:45:00Z",
  "address_line1": "123 Main St",
  "address_line2": "Apt 4B",
  "city": "San Francisco",
  "country": "USA",
  "date_of_birth": "1980-05-15",
  "date_of_death": "2019-12-27",
  "deleted_at": "2019-12-27T18:11:19.117Z",
  "email": "john.smith@example.com",
  "middle_name": "Michael",
  "notes": "notes",
  "postal_code": "94102",
  "state": "CA",
  "suffix": "Jr."
}

Returns Examples

{
  "id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "created_at": "2024-01-15T09:30:00Z",
  "first_name": "John",
  "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "is_beneficiary": true,
  "is_deceased": true,
  "is_grantor": true,
  "is_primary": true,
  "is_trustee": true,
  "last_name": "Smith",
  "updated_at": "2024-01-20T14:45:00Z",
  "address_line1": "123 Main St",
  "address_line2": "Apt 4B",
  "city": "San Francisco",
  "country": "USA",
  "date_of_birth": "1980-05-15",
  "date_of_death": "2019-12-27",
  "deleted_at": "2019-12-27T18:11:19.117Z",
  "email": "john.smith@example.com",
  "middle_name": "Michael",
  "notes": "notes",
  "postal_code": "94102",
  "state": "CA",
  "suffix": "Jr."
}