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List, retrieve, then update (full PUT) a funding recipient.

List, retrieve, then update (full PUT) a funding recipient.

Actors

Integratorclient

Finds and updates the funding recipient; 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 so the caller can find the target recipientId. Skip if the recipientId is already known.

    Integrator → Payroc gateway

    GET/funding-recipients
  2. 2

    Get recipient

    API request

    Retrieve the target funding recipient. Required before the update: its owners and fundingAccounts summaries are echoed back into the full-object PUT payload.

    Integrator → Payroc gateway

    GET/funding-recipients/{recipientId}

    Complete the earlier steps before continuing.

  3. 3

    Update recipient

    API request

    Update the recipient's details with a full-object PUT. Returns 204 No Content (no response body). Significant changes may require re-approval, which resets status to pending. owners and fundingAccounts are read-only summaries echoed back from the retrieve step; the mutable fields are recipientType, taxId, charityId, doingBusinessAs, address, contactMethods, and metadata.

    Integrator → Payroc gateway

    PUT/funding-recipients/{recipientId}

    Complete the earlier steps before continuing.

Arazzo workflow source
arazzo: 1.0.0
info:
  title: Update a funding recipient
  summary: Find a funding recipient, retrieve it, then replace its details with a
    full PUT.
  description: |
    Updates the legal/contact details of a funding recipient. Because the update is a full-object PUT that echoes the recipient's owners and funding accounts, you must retrieve the recipient first to carry those summaries into the payload.
    Agent gotchas: - The path parameter is recipientId (an integer). - updateFundingRecipient is a full-object PUT that returns 204 No Content (no
      body); it does not return the updated resource. Significant changes may
      trigger re-approval (status returns to pending).
    - owners and fundingAccounts are read-only summaries echoed back in the
      payload from the retrieve step; the mutable fields are recipientType, taxId,
      charityId, doingBusinessAs, address, contactMethods, and metadata.

    To remove a recipient instead, use the delete-a-funding-recipient workflow. Mutually exclusive with delete for the same recipient.
  version: 1.0.0
sourceDescriptions:
  - name: payroc-api
    url: /openapi.yaml
    type: openapi
workflows:
  - workflowId: update-a-funding-recipient
    summary: List, retrieve, then update (full PUT) a funding recipient.
    description: |
      Optionally list recipients (listRecipients), retrieve the target recipient (getRecipient - required, as its owners/fundingAccounts summaries are echoed into the PUT), then update it (updateRecipient). The list step is optional when you already hold the recipientId.
    x-actors:
      - id: integrator
        name: Integrator
        type: client
        description: Finds and updates the funding recipient; 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 update.
          example: 234
        limit:
          type: integer
          description: Maximum number of funding recipients to return per page when listing.
          example: 25
        recipientType:
          type: string
          description: Type or legal structure of the funding recipient.
          example: privateCorporation
        taxId:
          type: string
          description: Employer identification number (EIN) or Social Security number.
          example: 12-3456789
        doingBusinessAs:
          type: string
          description: Trading name of the business or organization.
          example: Doe Hot Dogs
        contactEmail:
          type: string
          description: Email contact for the recipient (at least one email is required).
          example: fred.nerk@example.com
    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 so the caller can find the target recipientId. Skip 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 target funding recipient. Required before the update: its owners and fundingAccounts summaries are echoed back into the full-object PUT payload.
        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: updateRecipient
        x-actor: integrator
        x-actor-to: payroc-gateway
        x-label: update funding recipient
        description: |
          Update the recipient's details with a full-object PUT. Returns 204 No Content (no response body). Significant changes may require re-approval, which resets status to pending. owners and fundingAccounts are read-only summaries echoed back from the retrieve step; the mutable fields are recipientType, taxId, charityId, doingBusinessAs, address, contactMethods, and metadata.
        operationId: updateFundingRecipient
        parameters:
          - name: recipientId
            in: path
            value: $inputs.recipientId
        requestBody:
          contentType: application/json
          payload:
            recipientType: $inputs.recipientType
            taxId: $inputs.taxId
            doingBusinessAs: $inputs.doingBusinessAs
            address:
              address1: 2 Example Ave.
              address2: Example Address Line 2
              city: Chicago
              state: Illinois
              country: US
              postalCode: "60056"
            contactMethods:
              - type: email
                value: $inputs.contactEmail
              - type: phone
                value: "2025550110"
            owners: $steps.getRecipient.outputs.owners
            fundingAccounts: $steps.getRecipient.outputs.fundingAccounts
            metadata:
              responsiblePerson: Jane Doe
        successCriteria:
          - condition: $statusCode == 204
    outputs:
      recipientId: $steps.getRecipient.outputs.recipientId
      status: $steps.getRecipient.outputs.status
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