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
List recipients
API requestOPTIONAL — 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
Get recipient
API requestRetrieve 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
List recipient funding accounts
API requestReturn 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-accountsComplete the earlier steps before continuing.
- 4
List recipient owners
API requestReturn 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}/ownersComplete 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