Auto-assign UBO role to sole shareholders
If an individual associated party is the only shareholder, the system will automatically add UBO to their roles array. No action required from your side.
PROOF_OF_ADDRESS document now required
A PROOF_OF_ADDRESS document is now required when uploading documents for individual customers, business customers, UBOs, and representatives. You can’t start a verification without sending this document.
The proof of address document must have been issued within the last 90 days.
A
"type": "PROOF_OF_ADDRESS"
}
Terms of service acceptance required before verification
Transition period: Until April 16, 2026, acceptance of terms of service will be optional to start a verification. After this date, acceptance will be mandatory.
Customers must now accept terms of service before verification can start. Send a POST request to /customers/{id}/tos with an optional redirectUrl to get the acceptance URL. Share the returned URL with your customer. The requirements array includes TERMS_OF_SERVICE until the customer has accepted. See also Read a customer.
Request body (optional)
A
"redirectUrl": "https://yourapp.com/onboarding/next-step"
}
Response
A
"url": "https://dashboard.lumx.io/tos/sandbox/eyJhbGciOiJSUzI1...",
"expiresAt": "2026-04-09T16:00:00Z"
}
The acceptance URL expires after 24 hours. Generate a new one if it expires before the customer accepts.
