Create CRP with Existing Profile

This endpoint allows you to create a Customer Related Party (CRP) using an existing profile. This is a two-step process that involves searching for an existing profile and then creating the CRP using that profile’s data. This approach allows you to reuse existing customer data when creating related parties, ensuring data consistency while allowing for CRP-specific customizations.

Important Rules - Read Before Implementation

Profile Linkage Requirements

profileId and profileReferenceId must be populated from the profile search response (Step 1)
The profileId tells the system which existing profile to use for the new CRP
Without these fields, the system will not link to the existing profile

Synced Fields (Shared with Original Profile)The following fields are synced with the original customer profile. Changes to these fields will affect both the CRP and the original profile:

profileReferenceId: Can be changed, but changes will reflect on the original customer
particular: All fields within the particular object are synced including:
- name, alias, formerName
- email, phone, address
- nationality, countryOfResidence, countryOfBirth
- gender, dateOfBirth, salutation
- identityDocumentType, identityNumber, identityIssuedDate, identityExpiryDate

Important: Any modification to these fields in the CRP will update the original profile and affect all other CRPs using the same profile.

CRP-Specific Fields (Not Synced)The following fields are specific to the CRP. Changes to these fields will NOT sync with the original profile:

other: All fields within the other object including:
- industry, occupation
- sourceOfFunds, sourceOfWealth
- bankAccount, paymentMode
- onBoardingMode, transactionBehaviour
- additionalInformation, productServiceComplexity
- natureOfBusinessRelationship
- undischargedBankrupt, ownershipPercentage, status

These fields are carried over from the original profile during creation but are maintained separately for the CRP. You can modify them without affecting the original profile or other CRPs.

Key Differences: Creating CRP with Existing Profile vs New Profile

Aspect	With Existing Profile	New Profile
Profile Search	Required (Step 1)	Not required
profileId	Must be provided from search results	System generates new profileId
profileReferenceId	Taken from existing profile (can be modified, affects original)	Must be provided as new value
particular	Synced with original profile (changes affect original)	Independent data
other	Carried over but not synced (changes don’t affect original)	Independent data
Use Case	Reusing existing customer as CRP	Creating brand new CRP
Data Consistency	Ensures consistency across related profiles	Each profile is independent

Two-Step Process Overview

Creating a CRP with an existing profile requires:

Step 1: Search for and retrieve the existing profile using the profile search API
Step 2: Create the CRP using the profile information obtained from Step 1

Step 1: Search for Existing Profile

First, search for the existing profile you want to use for the CRP.

Full API Reference: For complete API documentation, see Search Profile for CRP Creation

Endpoint

GET /api/customer/profile/{type}/{mainCustomerId}

Path Parameters

Parameter	Type	Required	Description
`type`	string	Yes	Customer type: `INDIVIDUAL` or `CORPORATE`
`mainCustomerId`	number	Yes	The ID of the main customer to which the CRP will be associated

Query Parameters

Parameter	Type	Required	Description
`searchString`	string	No	Name of the profile to search for

Headers

Header	Type	Required	Description
`x-domain`	number	Yes	Domain identifier

Sample Request

GET /api/customer/profile/INDIVIDUAL/1234?searchString=Aiden
Headers:
  x-domain: 1

Sample Response - Success (200)

{
  "content": [
    {
      "customerCandidate": {
        "id": 8851,
        "createdAt": "2025-12-31T02:44:30.474+00:00",
        "updatedAt": "2026-01-05T08:56:22.829+00:00",
        "createdBy": null,
        "updatedBy": {
          "id": 17548,
          "updatedAt": "2026-01-13T07:46:27.966+00:00",
          "createdAt": null,
          "firstName": "Zen",
          "lastName": "",
          "email": "zen+1@cynopsis.co",
          "externalId": "17548",
          "active": true,
          "verified": true,
          "provider": "CRM",
          "fullName": "Zen",
          "rawFirstName": "Zen",
          "rawLastName": "",
          "deleted": 0,
          "role": "USER"
        },
        "active": true,
        "parentId": null,
        "profileId": 8521,
        "type": "INDIVIDUAL",
        "subType": null,
        "referenceId": null,
        "profileReferenceId": "sdsds342342",
        "particular": {
          "name": "Aiden test 2",
          "alias": [],
          "email": [],
          "phone": [],
          "gender": "UNKNOWN",
          "address": [],
          "formerName": [],
          "salutation": "",
          "dateOfBirth": null,
          "nationality": ["ALAND ISLANDS"],
          "countryOfBirth": "",
          "identityNumber": "",
          "countryOfResidence": "AFGHANISTAN",
          "identityExpiryDate": null,
          "identityIssuedDate": null,
          "identityDocumentType": ""
        },
        "other": {
          "industry": "NOT APPLICABLE - NOT APPLICABLE",
          "occupation": "NOT APPLICABLE - NOT APPLICABLE",
          "bankAccount": [],
          "paymentMode": ["NOT APPLICABLE"],
          "documentList": null,
          "sourceOfFunds": [
            {
              "id": "9aefb2d3-6ab9-48c5-b111-fb6992794f8b",
              "category": "LOTTERY/WINDFALL",
              "isLegacy": false,
              "amountDeclared": 10000000,
              "contributionPct": 33.33,
              "evidenceCorroborated": "YES"
            },
            {
              "id": "a07a86f2-2fb1-45ba-a8fb-e46b52cb2d8d",
              "category": "INHERITANCE",
              "isLegacy": false,
              "amountDeclared": 20000000,
              "contributionPct": 66.67,
              "evidenceCorroborated": "YES"
            }
          ],
          "sourceOfWealth": [
            {
              "id": "42c52ac2-e43d-4d0a-90a5-58690e851b8a",
              "category": "SAVINGS",
              "isLegacy": false,
              "amountDeclared": 150000.0,
              "contributionPct": 75.0,
              "evidenceCorroborated": "YES"
            },
            {
              "id": "93c026dc-dfb1-466b-95cb-d8f8d37afe3f",
              "category": "INVESTMENT RETURNS",
              "isLegacy": false,
              "amountDeclared": 50000.0,
              "contributionPct": 25.0,
              "evidenceCorroborated": "YES"
            }
          ],
          "onBoardingMode": "NOT APPLICABLE",
          "transactionBehaviour": ["NOT APPLICABLE"],
          "additionalInformation": "",
          "productServiceComplexity": "NOT APPLICABLE",
          "natureOfBusinessRelationship": ""
        },
        "notes": {
          "id": null,
          "diff": null,
          "createdAt": null,
          "createdBy": null,
          "srcDomain": {
            "id": 1,
            "name": "CYNOPSIS"
          },
          "updatedAt": null,
          "updatedBy": null,
          "reasonType": "PROFILE_UPDATED",
          "srcCustomerId": 8851,
          "srcReferenceId": null,
          "srcCustomerName": "Aiden test 2",
          "targetCustomerId": 8851,
          "targetReferenceId": null,
          "targetCustomerName": "Aiden test 2",
          "secondaryReasonTypes": [],
          "srcProfileReferenceId": "sdsds342342",
          "targetProfileReferenceId": "sdsds342342"
        },
        "vendorName": null,
        "vendorEntityGuid": null,
        "lastRiskAssessment": "2026-01-05T08:56:22.827+00:00",
        "nextReviewDate": null,
        "submittedKYCAt": null,
        "linkedCustomerId": null,
        "status": "PENDING",
        "riskRating": "UNKNOWN",
        "roles": [],
        "assignees": [],
        "watchers": [],
        "forms": null,
        "listRoleAsText": []
      }
    }
  ]
}

Step 2: Create CRP Using the Profile

Once you have retrieved the profile information, use it to create the CRP using the standard CRP creation endpoint.

Endpoint

POST /api/customer/{customerId}/crp

Path Parameters

Parameter	Type	Required	Description
`customerId`	number	Yes	The ID of the primary customer to which the CRP will be associated

Headers

Header	Type	Required	Description
`x-domain`	number	Yes	Domain identifier
`Content-Type`	string	Yes	Must be `application/json`

Sample Request Body - Individual CRP with Existing Profile

{
  "type": "INDIVIDUAL",
  "profileId": 8521,
  "profileReferenceId": "sdsds342342",
  "roles": [
    {
      "cid": "draft-1",
      "role": "DIRECTOR",
      "appointedDate": "2024-01-01",
      "resignedDate": null
    }
  ],
  "active": true,
  "particular": {
    "salutation": "",
    "name": "Aiden test 2",
    "alias": [],
    "formerName": [],
    "gender": "UNKNOWN",
    "nationality": ["ALAND ISLANDS"],
    "countryOfResidence": "AFGHANISTAN",
    "identityDocumentType": "",
    "identityNumber": "",
    "identityIssuedDate": null,
    "identityExpiryDate": null,
    "countryOfBirth": "",
    "dateOfBirth": null,
    "address": [],
    "phone": [],
    "email": []
  },
  "other": {
    "industry": "NOT APPLICABLE - NOT APPLICABLE",
    "occupation": "NOT APPLICABLE - NOT APPLICABLE",
    "bankAccount": [],
    "paymentMode": ["NOT APPLICABLE"],
    "sourceOfFunds": [
      {
        "id": "9aefb2d3-6ab9-48c5-b111-fb6992794f8b",
        "category": "LOTTERY/WINDFALL",
        "isLegacy": false,
        "amountDeclared": 10000000,
        "contributionPct": 33.33,
        "evidenceCorroborated": "YES"
      },
      {
        "id": "a07a86f2-2fb1-45ba-a8fb-e46b52cb2d8d",
        "category": "INHERITANCE",
        "isLegacy": false,
        "amountDeclared": 20000000,
        "contributionPct": 66.67,
        "evidenceCorroborated": "YES"
      }
    ],
    "sourceOfWealth": [
      {
        "id": "42c52ac2-e43d-4d0a-90a5-58690e851b8a",
        "category": "SAVINGS",
        "isLegacy": false,
        "amountDeclared": 150000.0,
        "contributionPct": 75.0,
        "evidenceCorroborated": "YES"
      },
      {
        "id": "93c026dc-dfb1-466b-95cb-d8f8d37afe3f",
        "category": "INVESTMENT RETURNS",
        "isLegacy": false,
        "amountDeclared": 50000.0,
        "contributionPct": 25.0,
        "evidenceCorroborated": "YES"
      }
    ],
    "onBoardingMode": "NOT APPLICABLE",
    "transactionBehaviour": ["NOT APPLICABLE"],
    "additionalInformation": "",
    "productServiceComplexity": "NOT APPLICABLE",
    "natureOfBusinessRelationship": ""
  }
}

Sample Response Body - Success (200)

{
  "id": 8852,
  "createdAt": "2026-01-13T08:00:00.000+00:00",
  "updatedAt": "2026-01-13T08:00:00.000+00:00",
  "createdBy": {
    "id": 17548,
    "firstName": "Zen",
    "lastName": "",
    "email": "zen+1@cynopsis.co",
    "fullName": "Zen"
  },
  "updatedBy": null,
  "active": true,
  "parentId": 1234,
  "profileId": 8521,
  "type": "INDIVIDUAL",
  "referenceId": null,
  "profileReferenceId": "sdsds342342",
  "particular": {
    "name": "Aiden test 2",
    "alias": [],
    "email": [],
    "phone": [],
    "gender": "UNKNOWN",
    "address": [],
    "formerName": [],
    "salutation": "",
    "dateOfBirth": null,
    "nationality": ["ALAND ISLANDS"],
    "countryOfBirth": "",
    "identityNumber": "",
    "countryOfResidence": "AFGHANISTAN",
    "identityExpiryDate": null,
    "identityIssuedDate": null,
    "identityDocumentType": ""
  },
  "other": {
    "industry": "NOT APPLICABLE - NOT APPLICABLE",
    "occupation": "NOT APPLICABLE - NOT APPLICABLE",
    "bankAccount": [],
    "paymentMode": ["NOT APPLICABLE"],
    "documentList": null,
    "sourceOfFunds": [
      {
        "id": "9aefb2d3-6ab9-48c5-b111-fb6992794f8b",
        "category": "LOTTERY/WINDFALL",
        "isLegacy": false,
        "amountDeclared": 10000000,
        "contributionPct": 33.33,
        "evidenceCorroborated": "YES"
      },
      {
        "id": "a07a86f2-2fb1-45ba-a8fb-e46b52cb2d8d",
        "category": "INHERITANCE",
        "isLegacy": false,
        "amountDeclared": 20000000,
        "contributionPct": 66.67,
        "evidenceCorroborated": "YES"
      }
    ],
    "sourceOfWealth": [
      {
        "id": "42c52ac2-e43d-4d0a-90a5-58690e851b8a",
        "category": "SAVINGS",
        "isLegacy": false,
        "amountDeclared": 150000.0,
        "contributionPct": 75.0,
        "evidenceCorroborated": "YES"
      },
      {
        "id": "93c026dc-dfb1-466b-95cb-d8f8d37afe3f",
        "category": "INVESTMENT RETURNS",
        "isLegacy": false,
        "amountDeclared": 50000.0,
        "contributionPct": 25.0,
        "evidenceCorroborated": "YES"
      }
    ],
    "onBoardingMode": "NOT APPLICABLE",
    "transactionBehaviour": ["NOT APPLICABLE"],
    "additionalInformation": "",
    "productServiceComplexity": "NOT APPLICABLE",
    "natureOfBusinessRelationship": ""
  },
  "vendorName": null,
  "vendorEntityGuid": null,
  "lastRiskAssessment": null,
  "nextReviewDate": null,
  "submittedKYCAt": null,
  "linkedCustomerId": null,
  "status": "PENDING",
  "riskRating": "UNKNOWN",
  "roles": [
    {
      "id": 52,
      "createdAt": "2026-01-13T08:00:00.000+00:00",
      "updatedAt": "2026-01-13T08:00:00.000+00:00",
      "createdBy": null,
      "updatedBy": null,
      "role": "DIRECTOR",
      "appointedDate": "2024-01-01",
      "resignedDate": null
    }
  ],
  "assignees": [],
  "watchers": [],
  "forms": null,
  "listRoleAsText": ["DIRECTOR"]
}

Complete Workflow Example

Here’s a complete example of creating a CRP with an existing profile:

1. Search for Profile

GET /api/customer/profile/INDIVIDUAL/1234?searchString=Aiden
Headers:
  x-domain: 1

2. Extract Key Fields from Response

From the response, extract:

profileId: 8521
profileReferenceId: “sdsds342342”
particular: (entire object)
other: (entire object)

3. Create CRP Request

POST /api/customer/1234/crp
Headers:
  x-domain: 1
  Content-Type: application/json

Body:
{
  "type": "INDIVIDUAL",
  "profileId": 8521,
  "profileReferenceId": "sdsds342342",
  "roles": [
    {
      "role": "DIRECTOR",
      "appointedDate": "2024-01-01"
    }
  ],
  "particular": { ... },
  "other": { ... }
}

4. Verify CRP Creation

The response will contain the newly created CRP with:

New CRP id
Original profileId maintained
Linked to the main customer via parentId

Artemis Documentation

Workflow

API Documentation

Change Logs

Important Rules - Read Before Implementation

Key Differences: Creating CRP with Existing Profile vs New Profile

Two-Step Process Overview

Step 1: Search for Existing Profile

Endpoint

Path Parameters

Query Parameters

Headers

Sample Request

Sample Response - Success (200)

Step 2: Create CRP Using the Profile

Endpoint

Path Parameters

Headers

Sample Request Body - Individual CRP with Existing Profile

Sample Response Body - Success (200)

Complete Workflow Example

1. Search for Profile

2. Extract Key Fields from Response

3. Create CRP Request

4. Verify CRP Creation

​Important Rules - Read Before Implementation

​Key Differences: Creating CRP with Existing Profile vs New Profile

​Two-Step Process Overview

​Step 1: Search for Existing Profile

​Endpoint

​Path Parameters

​Query Parameters

​Headers

​Sample Request

​Sample Response - Success (200)

​Step 2: Create CRP Using the Profile

​Endpoint

​Path Parameters

​Headers

​Sample Request Body - Individual CRP with Existing Profile

​Sample Response Body - Success (200)

​Complete Workflow Example

​1. Search for Profile

​2. Extract Key Fields from Response

​3. Create CRP Request

​4. Verify CRP Creation

Important Rules - Read Before Implementation

Key Differences: Creating CRP with Existing Profile vs New Profile

Two-Step Process Overview

Step 1: Search for Existing Profile

Endpoint

Path Parameters

Query Parameters

Headers

Sample Request

Sample Response - Success (200)

Step 2: Create CRP Using the Profile

Endpoint

Path Parameters

Headers

Sample Request Body - Individual CRP with Existing Profile

Sample Response Body - Success (200)

Complete Workflow Example

1. Search for Profile

2. Extract Key Fields from Response

3. Create CRP Request

4. Verify CRP Creation