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Discover a funding recipient, retrieve it, and read its nested accounts and owners.

Discover a funding recipient, retrieve it, and read its nested accounts and owners.

Actors

Integratorclient

Reads the funding recipient and its nested resources; the only API caller in this workflow.

Payroc gatewayapi

The Payroc API surface these steps call.

Sequence

Follow the numbered steps in order. Each step is described under Steps.

Steps

Follow the workflow

Simulate API steps with synthetic inputs. Confirm manual steps yourself before continuing.

Interactive workflow tests are unavailable in this profile. Use the linked reference and source files to send API requests with your own client.

  1. 1

    List recipients

    API request

    OPTIONAL — return a paginated list of funding recipients linked to the account so the caller can find the target recipientId. Skip this step if the recipientId is already known.

    Integrator → Payroc gateway

    GET/funding-recipients
  2. 2

    Get recipient

    API request

    Retrieve the full detail of the target funding recipient by recipientId: legal information (taxId, doingBusinessAs), address, contact methods, and summaries of its linked owners and funding accounts.

    Integrator → Payroc gateway

    GET/funding-recipients/{recipientId}

    Complete the earlier steps before continuing.

  3. 3

    List recipient funding accounts

    API request

    Return the funding accounts associated with the recipient: account holder name, ACH details, and status. Each entry carries a fundingAccountId for follow-on actions.

    Integrator → Payroc gateway

    GET/funding-recipients/{recipientId}/funding-accounts

    Complete the earlier steps before continuing.

  4. 4

    List recipient owners

    API request

    Return the owners of the recipient: name, date of birth, address, contact details, and relationship. Each entry carries an ownerId for follow-on actions.

    Integrator → Payroc gateway

    GET/funding-recipients/{recipientId}/owners

    Complete the earlier steps before continuing.

Arazzo workflow source
arazzo: 1.0.0
info:
  title: Review funding recipients and their accounts
  summary: Discover and read funding recipients, and read their nested funding
    accounts and owners.
  description: |
    Read/discovery for funding recipients - businesses or organizations that can receive funds but cannot run transactions (for example, a charity). A caller lists recipients to find the one they need, retrieves its full detail, and reads its nested funding accounts and owners.
    Agent gotchas: - The path parameter is recipientId (an integer), returned as recipientId in
      create/list/get responses. It is NOT the fundingAccountId or ownerId of the
      nested resources.
    - Contacts and owners are supplied inline in the recipient payload - there is
      no standalone createContact/createOwner operation.

    To amend or remove a recipient, use the update-a-funding-recipient or delete-a-funding-recipient workflow.
  version: 1.0.0
sourceDescriptions:
  - name: payroc-api
    url: /openapi.yaml
    type: openapi
workflows:
  - workflowId: manage-funding-recipients
    summary: Discover a funding recipient, retrieve it, and read its nested accounts
      and owners.
    description: |
      Steps run in this order: list recipients (optional discovery), retrieve the target recipient, list its funding accounts, and list its owners. All steps are read-only. To amend or delete a recipient, use the update-a-funding-recipient / delete-a-funding-recipient workflows.
      Optional step: listRecipients (skip if the recipientId is already known).
    x-actors:
      - id: integrator
        name: Integrator
        type: client
        description: Reads the funding recipient and its nested resources; the only API
          caller in this workflow.
      - id: payroc-gateway
        name: Payroc gateway
        type: api
        description: The Payroc API surface these steps call.
    inputs:
      type: object
      required:
        - recipientId
      properties:
        recipientId:
          type: integer
          description: Unique identifier of the funding recipient to read.
          example: 234
        limit:
          type: integer
          description: Maximum number of funding recipients to return per page when listing.
          example: 25
    steps:
      - stepId: listRecipients
        x-actor: integrator
        x-actor-to: payroc-gateway
        x-label: list funding recipients
        description: |
          OPTIONAL — return a paginated list of funding recipients linked to the account so the caller can find the target recipientId. Skip this step if the recipientId is already known.
        operationId: listFundingRecipients
        parameters:
          - name: limit
            in: query
            value: $inputs.limit
        successCriteria:
          - condition: $statusCode == 200
        outputs:
          firstRecipientId: $response.body#/data/0/recipientId
      - stepId: getRecipient
        x-actor: integrator
        x-actor-to: payroc-gateway
        x-label: get funding recipient
        description: |
          Retrieve the full detail of the target funding recipient by recipientId: legal information (taxId, doingBusinessAs), address, contact methods, and summaries of its linked owners and funding accounts.
        operationId: getFundingRecipient
        parameters:
          - name: recipientId
            in: path
            value: $inputs.recipientId
        successCriteria:
          - condition: $statusCode == 200
        outputs:
          recipientId: $response.body#/recipientId
          status: $response.body#/status
          owners: $response.body#/owners
          fundingAccounts: $response.body#/fundingAccounts
      - stepId: listRecipientFundingAccounts
        x-actor: integrator
        x-actor-to: payroc-gateway
        x-label: list funding accounts
        description: |
          Return the funding accounts associated with the recipient: account holder name, ACH details, and status. Each entry carries a fundingAccountId for follow-on actions.
        operationId: listFundRecipientFundingAccounts
        parameters:
          - name: recipientId
            in: path
            value: $inputs.recipientId
        successCriteria:
          - condition: $statusCode == 200
        outputs:
          firstFundingAccountId: $response.body#/0/fundingAccountId
      - stepId: listRecipientOwners
        x-actor: integrator
        x-actor-to: payroc-gateway
        x-label: list owners
        description: |
          Return the owners of the recipient: name, date of birth, address, contact details, and relationship. Each entry carries an ownerId for follow-on actions.
        operationId: listFundRecipientOwners
        parameters:
          - name: recipientId
            in: path
            value: $inputs.recipientId
        successCriteria:
          - condition: $statusCode == 200
        outputs:
          firstOwnerId: $response.body#/0/ownerId
    outputs:
      recipientId: $steps.getRecipient.outputs.recipientId
      status: $steps.getRecipient.outputs.status
      firstFundingAccountId: $steps.listRecipientFundingAccounts.outputs.firstFundingAccountId
      firstOwnerId: $steps.listRecipientOwners.outputs.firstOwnerId
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