Materialize relationships
API Reference
Materialize relationships
Create or update shareholders and related entities from normalized enrichment (Brazil and supported countries) β in the gu1 universal entity model for KYC.
POST
Materialize relationships
Overview
Materializes relationships and related entities for an existing person or company using the latest row innormalized_enrichment. Typical use cases:
- Brazil β company: create/update the shareholder chain (QSA) from normalized data.
- Brazil β person: create/update related companies and related persons from normalized data.
runEnrichmentFirst): only the country strategy provider(s) needed to refresh shareholders/relationships in normalized data (not the full marketplace list). Root enrichment always requests fresh provider data for that step. Then it runs the same style of shareholder/related-entity pipeline as automatic creation.
The entity must be
company or person. Other types return 400. The dossier country must have an automatic-creation strategy (today this flow is primarily used for Brazil; other countries may return 400 if defaults are missing or depth/providers are invalid).Endpoint
Authentication
Requires a valid API key:Path Parameters
UUID of the root entity (person or company) whose relationships you want to materialize.
Request Body
When
true, the API re-executes on the root dossier only the enrichment provider(s) the country strategy requires for that entity type to populate shareholders/relationships in normalized data (e.g. Brazil company vs person). It does not run all marketplace enrichments on the root.When false, a normalized_enrichment row must already exist for the entity; otherwise the API returns 422 (NO_NORMALIZED_ENRICHMENT).How many levels of shareholders or related entities to process. Allowed range 0β5 (schema default 1).
Same shape as
POST /entities/automatic β autoExecuteIntegrationsShareholders: executeAllActiveEnrichments, enrichments: { company, person }, optional enrichmentGroupRefs, and excludeEnrichments (applied to both company and person lists). Ignored when executeOnlyRootData is true.When
true, each new child is created from the root dossier normalized data only (name + tax ID) and no child integration pipeline runs (autoExecuteIntegrationsShareholders is not applied). Applies to company (QSA shareholders) and person dossiers in Brazil (related companies/persons from normalized). Cannot be combined with a non-empty autoExecuteIntegrationsShareholders pipeline.When
true (default), the API returns 202 immediately with data.status: "processing" and runs enrichment, materialization, and optional risk matrix on the server. Completion is signaled over Socket.IO (see below).When false, the server waits for the full pipeline and returns 200 with counts and flags in data.Optional. After the pipeline finishes, run the rules / risk matrix on the root entity only.
execute(boolean, required when the object is sent): settrueto run the matrix after materialization.riskMatrixId(UUID | null, optional):nullor omitted β use the matrix assigned to the entity; a UUID β run that matrix for this execution only (override, does not change the entity row).
When
true, if a discovered child entity (shareholder / related company or person) already exists in your org (same tax ID), the pipeline re-runs configured enrichments for that child instead of skipping refresh.Async behavior (default): HTTP 202 + Socket.IO
WhenrunInBackground is true, the response is 202:
| Event | When | Payload (high level) |
|---|---|---|
entity:relationship-materialize-started | Pipeline queued | entityId, mainEntityName, mainEntityTaxId, mainEntityType, userId |
entity:relationship-materialize-completed | Success or partial pipeline end | entityId, success, entitiesCreated, relationshipsCreated, enrichmentExecuted, enrichmentProviders, riskMatrixExecuted, optional error string |
entity:relationship-materialize-failed | Unhandled failure | entityId, error: { code, message, details? }, userId |
GET /entities/:id, list queries).
Synchronous response (runInBackground: false): HTTP 200
success may be true while data.error carries a human-readable messageβcheck both.
Example: Brazil company, async + risk matrix
Example: use a specific matrix once (override)
Error responses (selection)
| HTTP | Code (typical) | Meaning |
|---|---|---|
| 400 | INVALID_ENTITY_TYPE | Entity is not company or person |
| 400 | COUNTRY_NOT_SUPPORTED | No strategy / materialization not supported for this country |
| 400 | NO_DEFAULT_RELATIONSHIP_ENRICHMENTS | Country strategy defines no relationship enrichment providers for this entity type |
| 404 | ENTITY_NOT_FOUND | Unknown entityId for the organization |
| 422 | NO_NORMALIZED_ENRICHMENT | runEnrichmentFirst: false but no normalized row exists |
| 422 | INVALID_RELATIONSHIP_ENRICHMENT_CONFIG | Invalid child enrichment config / depth for the strategy |
| 500 | ENRICHMENT_FAILED | Enrichment failed when runEnrichmentFirst is true (details in error payload) |
See Also
- Analyze entity β manual rules run on demand
- Create person / Create company
- Create automatic (person) / Create automatic (company)
- Person provider codes / Company provider codes
- Tax ID formats