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Add an external account stub to the map

POST/api/v1/advisory-firms/{firm_id}/account-map

Registers an account the firm does not ingest (e.g. the parent company's card) so orphan classification can point at it.

Operation ID: create_account_map_entry_api_v1_advisory_firms__firm_id__account_map_post·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_idstringrequired

Request body

Schema: AccountMapEntryCreate

display_namestringrequired
entity_rolestring: operating | holding | fund | parent | external_related | other
business_idstring
last4string
account_typestring
notesstring
known_description_stringsarray · string

Responses

201Successful Response

Schema: SuccessEnvelope_AccountMapEntryResponse_

successboolean
messagestring
codestring
dataAccountMapEntryResponse

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

422Validation Error - Invalid data format

Code samples

POST/api/v1/advisory-firms/{firm_id}/account-map

bash

curl -X POST 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/account-map' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "display_name": "string"
}'