List tasks

GET

/api/v1/tasks

Authorizations

• apiKey

Parameters

Query Parameters

cursor

string

Example

ZGVzY3x1cGRhdGVkQXR8MjAyNi0wNS0xM1QxNjowOToxMi4wMDBafDUwN2YxZjc3YmNmODZjZDc5OTQzOTAxMQ

Opaque cursor from a previous response’s nextCursor. Omit on the first page. Cursors are tied to a sort direction: changing order mid-pagination is rejected.

limit

number

default: 50 >= 1 <= 100

Items per page (1-100). Default 50.

order

string

default: desc

Allowed values: asc desc

Sort direction (with id as tiebreaker). Default desc (newest first). The column being sorted is endpoint-specific. See the individual endpoint docs.

orderBy

string

default: createdAt

Allowed values: createdAt updatedAt

Timestamp used to order tasks

applicationId

string

Example

507f1f77bcf86cd799439011

Filter by application ID

applicationIds

Array<string>

Example

[
  "507f1f77bcf86cd799439011",
  "507f1f77bcf86cd799439012"
]

Filter by a set of application IDs (tasks whose applicationId is any of these). Takes precedence over applicationId when both are given, used to fold a key person’s own-application tasks in with their parent’s (e.g. the migration tasks panel).

Responses

200

Tasks retrieved successfully

Media type application/json

object

items

required

Array<object>

object

id

required

Task ID

string

applicationId

required

ID of the application this task belongs to

string

entityName

required

Display name of the entity that OWNS this task’s application: the business name for a business application, the individual’s full name for a person’s (e.g. a key person’s own application). Never the caller’s application; always the task’s.

string

status

required

Current status of the task

string

Allowed values: PENDING MISSING_DATA RESOLVED

type

required

Type of task

string

Allowed values: MISSING_DOCUMENT DOCUMENT_VALIDATION_FAILED SCREENING_MATCH PENDING_ONBOARDING PERIODIC_REVIEW ONBOARDING_ORG_CHART_REVIEW MISSING_FIELD COMPLIANCE_PRECONDITION_UNMET INTERNAL_REVIEW OWNERSHIP_DOCUMENT_REVIEW

title

required

Title of the task

string

description

Detailed description of the task

string

fieldKey

Profile field key for a missing-field review

string

entityType

Entity type the task relates to

string

Allowed values: DOCUMENT SCREENING_HIT APPLICATION PROFILE_FIELD INDIVIDUAL

entityId

ID of the related entity

string

documentFileName

File name of the document this task points at. Present when the task is about a document whose file name is known.

string

document

Related document details

object

id

required

string

type

required

string

originSystem

string

Allowed values: ONFIDO TRULIOO

subType

string

Allowed values: PASSPORT DRIVING_LICENSE ID_CARD

title

required

string

fileName

required

string

url

required

Freshly signed S3 URL. Null when the document has no underlying S3 object.

string

nullable

validations

required

Array<object>

object

type

required

The type of document validation

string

Allowed values: VALID_PROOF_OF_ADDRESS PERIODIC_REVIEW_REPORTED_CHANGE_MATCH USER_PROVIDED_DATA_MATCH_ARTICLES_OF_INCORPORATION USER_PROVIDED_DATA_MATCH_ARTICLES_OF_ASSOCIATION USER_PROVIDED_DATA_MATCH_MEMORANDUM_ARTICLES_OF_ASSOCIATION USER_PROVIDED_DATA_MATCH_PROOF_OF_ADDRESS USER_PROVIDED_DATA_MATCH_REGISTER_OF_DIRECTORS USER_PROVIDED_DATA_MATCH_REGISTER_OF_SHAREHOLDERS USER_PROVIDED_DATA_MATCH_CAP_TABLE USER_PROVIDED_DATA_MATCH_REGISTER_OF_MEMBERS USER_PROVIDED_DATA_MATCH_PARTNERSHIP_AGREEMENT SOURCE_OF_FUNDS USER_PROVIDED_DATA_MATCH_SOURCE_OF_FUNDS SOURCE_OF_WEALTH USER_PROVIDED_DATA_MATCH_SOURCE_OF_WEALTH ONFIDO_DOCUMENT_VALIDATION TRULIOO_DOCUMENT_VALIDATION USER_PROVIDED_DATA_MATCH_TRUST_DEED USER_PROVIDED_DATA_MATCH_TRUST_REGISTER_OF_BENEFICIARIES USER_PROVIDED_DATA_MATCH_FOUNDATION_CHARTER USER_PROVIDED_DATA_MATCH_FOUNDATION_STATUTES USER_PROVIDED_DATA_MATCH_REGISTER_OF_BOARD_COUNCIL_MEMBERS USER_PROVIDED_DATA_MATCH_ORG_CHART USER_PROVIDED_DATA_PRELIMINARY_ORG_CHART ORG_CHART_CERTIFIED_ALPHA TRUST_DEED_SIGNED USER_PROVIDED_DATA_MATCH_PROOF_OF_ADDRESS_IDENTITY USER_PROVIDED_DATA_MATCH_SHAREHOLDERS_AGREEMENT USER_PROVIDED_DATA_MATCH_FINANCIAL_STATEMENTS USER_PROVIDED_DATA_MATCH_UBO_REGISTER_EXTRACT USER_PROVIDED_DATA_MATCH_COMPANY_REGISTRY_EXTRACT USER_PROVIDED_DATA_MATCH_REGISTRY_EXTRACT USER_PROVIDED_DATA_MATCH_IRS_DETERMINATION_LETTER USER_PROVIDED_DATA_MATCH_W8 USER_PROVIDED_DATA_MATCH_W8_BEN_E USER_PROVIDED_DATA_MATCH_W8_IMY USER_PROVIDED_DATA_MATCH_W9 USER_PROVIDED_DATA_MATCH_SUBSCRIPTION_AGREEMENT USER_PROVIDED_DATA_MATCH_INVESTOR_INFORMATION_FORM USER_PROVIDED_DATA_MATCH_CORPORATE_RESOLUTION USER_PROVIDED_DATA_MATCH_INVESTMENT_MANAGEMENT_AGREEMENT USER_PROVIDED_DATA_MATCH_CERTIFICATE_OF_INCUMBENCY USER_PROVIDED_DATA_MATCH_SIGNED_DIRECTOR_REGISTER USER_PROVIDED_DATA_MATCH_CHANGE_OF_NAME USER_PROVIDED_DATA_MATCH_SOURCE_OF_FUNDS_WEALTH_DECLARATION USER_PROVIDED_DATA_MATCH_FATCA_CRS_DECLARATION USER_PROVIDED_DATA_MATCH_CRS_SELF_CERT_ENTITY USER_PROVIDED_DATA_MATCH_AUTHORISED_SIGNATORY_LIST USER_PROVIDED_DATA_MATCH_PROOF_OF_REGULATION ID_CARD_ATTRIBUTE_VALIDATION USER_PROVIDED_DATA_MATCH_SPECIMEN_SIGNATURES USER_PROVIDED_DATA_MATCH_OWNERSHIP_CHART USER_PROVIDED_DATA_MATCH_TRANSACTION_AUTHORISATION_LETTER USER_PROVIDED_DATA_MATCH_AUTHORISED_TO_ACT_RESOLUTION USER_PROVIDED_DATA_MATCH_POWERS_OF_ATTORNEY USER_PROVIDED_DATA_MATCH_AIFM_APPOINTMENT_PROOF USER_PROVIDED_DATA_MATCH_CELL_REGISTER USER_PROVIDED_DATA_MATCH_CERTIFICATE_OF_FORMATION USER_PROVIDED_DATA_MATCH_CERTIFICATE_OF_GOOD_STANDING USER_PROVIDED_DATA_MATCH_CERTIFICATE_OF_LIMITED_PARTNERSHIP USER_PROVIDED_DATA_MATCH_CERTIFICATE_OF_REGISTRATION USER_PROVIDED_DATA_MATCH_CONSTITUTION USER_PROVIDED_DATA_MATCH_CONSTITUTIONAL_DOCUMENT USER_PROVIDED_DATA_MATCH_CORPORATE_BYLAWS USER_PROVIDED_DATA_MATCH_OPERATING_AGREEMENT USER_PROVIDED_DATA_MATCH_PROSPECTUS USER_PROVIDED_DATA_MATCH_REGISTER_OF_BOARD_MEMBERS USER_PROVIDED_DATA_MATCH_REGISTER_OF_MANAGERS USER_PROVIDED_DATA_MATCH_REGISTER_OF_PARTNERS USER_PROVIDED_DATA_MATCH_REGISTER_OF_TRUSTEES USER_PROVIDED_DATA_MATCH_SEGREGATED_PORTFOLIO_REGISTER USER_PROVIDED_DATA_MATCH_SERIES_DESIGNATION_SCHEDULE USER_PROVIDED_DATA_MATCH_SUB_FUND_REGISTER USER_PROVIDED_DATA_MATCH_OWNERSHIP_REGISTER USER_PROVIDED_DATA_MATCH_BANK_STATEMENT USER_PROVIDED_DATA_MATCH_AUTHORITY_TO_INVESTMENT USER_PROVIDED_DATA_MATCH_VERIFICATION_LETTER USER_PROVIDED_DATA_MATCH_PROOF_OF_LICENSE USER_PROVIDED_DATA_MATCH_AML_LETTER USER_PROVIDED_DATA_MATCH_PROOF_OF_NET_ASSETS USER_PROVIDED_DATA_MATCH_CV_RESUME

results

required

Array of validation results for this validation type

Array<object>

object

key

required

The key of the validation check

string

isValid

required

Boolean indicating if the validation check passed

boolean

label

required

Human-readable description of the validation check

string

value

required

One of:

string

string

number

number

boolean

boolean

object

object

key

additional properties

any

Array

Array

explanation

Optional explanation providing context for the validation result (e.g., why it passed despite minor differences)

string

nullable

validationAttempts

Number of validation attempts for this document type (starts at 1, increments on each upload)

number

jobId

string

supersededCheckKeys

required

Steward check keys superseded by an IDV vendor verdict on the same concern. Derived on read from the validations array, never persisted. The vendor is authoritative where the two overlap. Consumers must exclude these keys from pass/fail counts and hide them from display, while passing the underlying results back unchanged on write. The keys are a display and gating projection, never an instruction to delete stored data.

Array<string>

metadata

Any JSON metadata associated with the document

object

hidden

required

Whether the document is hidden

boolean

createdAt

required

string format: date-time

updatedAt

required

string format: date-time

notes

Array<object>

object

id

required

Note ID

string

entityType

required

Type of parent entity this note belongs to

string

Allowed values: APPLICATION SCREENING_HIT DOCUMENT WORKFLOW_VERSION AUDIT_LOG

entityId

required

ID of the parent entity

string

content

required

Content of the note

string

attachments

required

File attachments

Array<object>

object

key

required

S3 key of the attachment

string

fileName

required

Original file name

string

contentType

required

MIME type of the file

string

fileUrl

required

URL to access the file

string

createdBy

required

ID of the user who created the note

string

updatedBy

ID of the user who last updated the note

string

createdByUser

required

User who created the note

object

firstName

required

First name of the user

string

lastName

required

Last name of the user

string

email

required

Email address of the user

string

updatedByUser

User who last updated the note

object

firstName

required

First name of the user

string

lastName

required

Last name of the user

string

email

required

Email address of the user

string

createdAt

required

Date the note was created

string format: date-time

updatedAt

required

Date the note was last updated

string format: date-time

stewardOnly

required

True when the note was written as Steward-only and stays off the client feed. Customer writes cannot set it.

boolean

sourceLabel

Label for the parent entity, for cross-entity listings that render notes from several sources in one feed. The document file name for DOCUMENT notes, “Screening” for SCREENING_HIT notes, the annotated event headline for AUDIT_LOG notes, null for APPLICATION notes. Only populated by the by-application listing.

string

nullable

sourceLinkId

ID the client needs to navigate back to the note’s source. The document ID for DOCUMENT notes; for SCREENING_HIT notes the screened entity (individual or business) ID, which is what the Screening tab keys its deep link on, not the hit ID; for AUDIT_LOG notes the audit entry ID, which the Audit Log tab opens off ?auditLogId=. Null for APPLICATION notes. Only populated by the by-application listing.

string

nullable

screeningHit

Related screening hit details

object

id

required

string

entityId

Entity ID (individualId or businessId)

string

type

required

string

Allowed values: ADVERSE_MEDIA SANCTIONS WARNING PEP

createdAt

required

string format: date-time

updatedAt

required

string format: date-time

status

required

string

Allowed values: IN_REVIEW CONFIRMED DISMISSED NOT_REVIEWED TRUE_MATCH FALSE_POSITIVE

source

required

string

details

required

Raw screening hit details from the provider

object

updatedBy

string

enriched

required

boolean

matchResult

object

isMatch

required

boolean

confidence

required

number

reviewNote

required

string

matchExplanation

string

incidentSummary

required

string

riskLevel

required

string

severity

string

nullable

tierRationale

string

nullable

clearedReason

Why an automated pass cleared this hit, as a discrete value. Null while the hit is not cleared, on a reviewer’s own ruling, and on hits cleared before the reason was stored.

string

Allowed values: IDENTITY_MISMATCH NOTHING_ADVERSE_REPORTED SEARCH_RESULT_NOT_IDENTIFIED SOURCE_PAGE_UNREADABLE CONFIDENCE_BELOW_THRESHOLD NOMINAL_ROLE

categories

required

Array<object>

object

label

required

string

description

Concise (≤12 word) description of the risk type shown on the (i) hover

string

nullable

note

string

nullable

individualId

string

groupId

Id of the screening group this hit belongs to.

string

nullable

storyId

Deprecated alias for groupId on adverse-media hits.

string

nullable

notes

Array<object>

object

id

required

string

entityType

required

string

Allowed values: APPLICATION SCREENING_HIT DOCUMENT WORKFLOW_VERSION AUDIT_LOG

entityId

required

string

content

required

string

createdBy

required

string

createdAt

required

string format: date-time

updatedAt

required

string format: date-time

deleted

required

boolean

createdByUser

required

object

id

required

string

externalId

required

string

firstName

required

string

lastName

required

string

email

required

string

title

required

string

createdAt

required

string format: date-time

updatedAt

required

string format: date-time

updatedByUser

required

object

id

required

string

externalId

required

string

firstName

required

string

lastName

required

string

email

required

string

title

required

string

createdAt

required

string format: date-time

updatedAt

required

string format: date-time

origin

Which screen raised this hit. Null for hits written before origin was recorded.

string

Allowed values: INITIAL_SCREENING ONGOING_MONITORING

reviewedHitIds

For a screening review: every screening hit it covers, meaning the hit it points at, its story group, and the other hits of the same identity decision. Resolving the review resolves them all.

Array<string>

assigneeId

ID of the user assigned to this task

string

reviewerId

ID of the user reviewing this task

string

resolutionNote

Why a reviewer accepted this review. Recorded when it is resolved from the product; absent on auto-resolved reviews.

string

resolvedByName

Name of the user who resolved this review from the product

string

createdAt

required

Date the task was created

string format: date-time

updatedAt

Date the task was last updated

string format: date-time

nextCursor

required

string

nullable

Examples

{
  "items": [
    {
      "id": "507f1f77bcf86cd799439011",
      "applicationId": "507f1f77bcf86cd799439011",
      "entityName": "Acme Corporation",
      "status": "PENDING",
      "type": "DOCUMENT_VALIDATION_FAILED",
      "title": "Review Proof of Address",
      "description": "Failed 1 check: Valid Address.",
      "entityType": "DOCUMENT",
      "entityId": "507f1f77bcf86cd799439012",
      "documentFileName": "source-of-wealth.pdf",
      "reviewedHitIds": [
        "string"
      ],
      "assigneeId": "60d5ecb54b24003a7c8e92b2",
      "reviewerId": "60d5ecb54b24003a7c8e92b2",
      "createdAt": "2026-03-30T12:00:00.000Z",
      "updatedAt": "2026-03-30T12:00:00.000Z"
    }
  ],
  "nextCursor": "ZGVzY3xjcmVhdGVkQXR8MjAyNi0wNS0xM1QxNjowOToxMi4wMDBafDUwN2YxZjc3YmNmODZjZDc5OTQzOTAxMQ"
}

{
  "items": [
    {
      "id": "507f1f77bcf86cd799439011",
      "applicationId": "507f1f77bcf86cd799439011",
      "entityName": "Acme Corporation",
      "status": "PENDING",
      "type": "MISSING_DOCUMENT",
      "title": "Review Proof of Address",
      "description": "Failed 1 check: Valid Address.",
      "fieldKey": "business.registeredAddress",
      "entityType": "DOCUMENT",
      "entityId": "507f1f77bcf86cd799439012",
      "documentFileName": "source-of-wealth.pdf",
      "document": {
        "id": "507f1f77bcf86cd799439011",
        "type": "PROOF_OF_ADDRESS",
        "originSystem": null,
        "subType": null,
        "title": "Proof of Address",
        "fileName": "utility_bill.pdf",
        "url": "https://storage.example.com/documents/utility_bill.pdf",
        "validations": [
          {
            "type": "VALID_PROOF_OF_ADDRESS",
            "results": [
              {
                "key": "validAddress",
                "isValid": true,
                "label": "Valid Address",
                "value": "John Smith, 123 Main Street, London EC1A 1BB",
                "explanation": "Individual addressee at a residential address, not a PO box or business address."
              }
            ],
            "validationAttempts": 2,
            "jobId": "3f6c2a9e-8b1d-4c7a-9e2f-5d4b1a6c8e03"
          }
        ],
        "supersededCheckKeys": [],
        "metadata": {},
        "hidden": false,
        "createdAt": "2026-03-30T12:00:00.000Z",
        "updatedAt": "2026-03-30T12:00:00.000Z",
        "notes": [
          {
            "id": "507f1f77bcf86cd799439011",
            "entityType": "APPLICATION",
            "entityId": "507f1f77bcf86cd799439011",
            "content": "Applicant confirmed ownership structure during call",
            "attachments": [
              {
                "key": "uploads/uuid_document.pdf",
                "fileName": "document.pdf",
                "contentType": "application/pdf",
                "fileUrl": "https://bucket.s3.amazonaws.com/uploads/uuid_document.pdf"
              }
            ],
            "createdBy": "60d5ecb54b24003a7c8e92b2",
            "updatedBy": "60d5ecb54b24003a7c8e92b2",
            "createdByUser": {
              "firstName": "John",
              "lastName": "Smith",
              "email": "john.smith@example.com"
            },
            "updatedByUser": {
              "firstName": "John",
              "lastName": "Smith",
              "email": "john.smith@example.com"
            },
            "createdAt": "2026-03-30T12:00:00.000Z",
            "updatedAt": "2026-03-30T12:00:00.000Z",
            "stewardOnly": false,
            "sourceLabel": null,
            "sourceLinkId": null
          }
        ]
      },
      "screeningHit": {
        "id": "507f1f77bcf86cd799439011",
        "entityId": "507f1f77bcf86cd799439012",
        "type": "SANCTIONS",
        "createdAt": "2026-03-30T12:00:00.000Z",
        "updatedAt": "2026-03-30T12:00:00.000Z",
        "status": "IN_REVIEW",
        "source": "comply-advantage",
        "details": {},
        "updatedBy": "60d5ecb54b24003a7c8e92b2",
        "enriched": true,
        "matchResult": {
          "isMatch": true,
          "confidence": 0.85,
          "reviewNote": "Name and date of birth match the screening profile",
          "matchExplanation": "The full name and date of birth both align with the listed profile",
          "incidentSummary": "Individual listed on OFAC SDN list since 2020 for involvement in money laundering activities",
          "riskLevel": "high",
          "severity": "High",
          "tierRationale": "The subject is named on the OFAC SDN list, a direct sanctions-list match, which places this hit in the High tier.",
          "clearedReason": null,
          "categories": [
            {
              "label": "Direct match",
              "description": "named on the OFAC SDN sanctions list"
            }
          ]
        },
        "note": "Escalated for second review: name and date of birth match the OFAC SDN entry.",
        "individualId": "507f1f77bcf86cd799439013",
        "groupId": null,
        "storyId": null,
        "notes": [
          {
            "id": "507f1f77bcf86cd799439011",
            "entityType": "APPLICATION",
            "entityId": "507f1f77bcf86cd799439012",
            "content": "Applicant confirmed ownership structure during call",
            "createdBy": "60d5ecb54b24003a7c8e92b2",
            "createdAt": "2026-03-30T12:00:00.000Z",
            "updatedAt": "2026-03-30T12:00:00.000Z",
            "deleted": false,
            "createdByUser": {
              "id": "60d5ecb54b24003a7c8e92b2",
              "externalId": "auth0|507f1f77bcf86cd799439011",
              "firstName": "John",
              "lastName": "Smith",
              "email": "john.smith@example.com",
              "title": "Compliance Officer",
              "createdAt": "2026-03-30T12:00:00.000Z",
              "updatedAt": "2026-03-30T12:00:00.000Z"
            },
            "updatedByUser": {
              "id": "60d5ecb54b24003a7c8e92b2",
              "externalId": "auth0|507f1f77bcf86cd799439011",
              "firstName": "John",
              "lastName": "Smith",
              "email": "john.smith@example.com",
              "title": "Compliance Officer",
              "createdAt": "2026-03-30T12:00:00.000Z",
              "updatedAt": "2026-03-30T12:00:00.000Z"
            }
          }
        ],
        "origin": "INITIAL_SCREENING"
      },
      "reviewedHitIds": [
        "string"
      ],
      "assigneeId": "60d5ecb54b24003a7c8e92b2",
      "reviewerId": "60d5ecb54b24003a7c8e92b2",
      "resolutionNote": "string",
      "resolvedByName": "string",
      "createdAt": "2026-03-30T12:00:00.000Z",
      "updatedAt": "2026-03-30T12:00:00.000Z"
    }
  ],
  "nextCursor": "ZGVzY3xjcmVhdGVkQXR8MjAyNi0wNS0xM1QxNjowOToxMi4wMDBafDUwN2YxZjc3YmNmODZjZDc5OTQzOTAxMQ"
}