Onboarding examples

{
  "name": "SubAccount INDIVIDUAL_TAXABLE",
  "externalId": "{{$randomUUID}}",
  "submit": true,
  "entries": [
    { "key": "legalEntityName", "value": "SubAccount INDIVIDUAL_TAXABLE" },
    { "key": "accountType", "value": "INDIVIDUAL_TAXABLE" },
    { "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
    { "key": "programSignerGroup", "value": [
        {
          "programSignerFirstName": "Kevin",
          "programSignerLastName": "Flynn_5",
          "programSignerEmail": "kevin.flynn_5@test.com",
          "termsAgreementId": "31e2bccaeaed62c5a4150e28c5841254"
        }
      ]
    },
    { "key": "programCustomers", "value": [
        { "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
      ]
    },
    { "key": "beneficiaryGroup", "value": [
        { "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
        { "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
      ]
    },
    { "key": "contingencyBeneficiaryGroup", "value": [
        { "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
        { "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
      ]
    },
    { "key": "fees", "value": [
        { "feeType": "ADVISORY", "feeRate": "0.1" },
        { "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
      ]
    }
  ]
}

{
  "name": "SubAccount INDIVIDUAL_TAXABLE",
  "externalId": "{{$randomUUID}}",
  "submit": true,
  "entries": [
    { "key": "legalEntityName", "value": "SubAccount INDIVIDUAL_TAXABLE" },
    { "key": "accountType", "value": "INDIVIDUAL_TAXABLE" },
    { "key": "documentPreferenceAddressDefaultEmail", "value": "kevin.flynn_4@test.com" },
    { "key": "programSignerGroup", "value": [
        {
          "programSignerFirstName": "Kevin",
          "programSignerLastName": "Flynn_5",
          "programSignerEmail": "kevin.flynn_5@test.com"
        }
      ]
    },
    { "key": "programCustomers", "value": [
        { "programCustomerId": "{{individualId1}}", "programCustomerRole": "PRIMARY" }
      ]
    },
    { "key": "beneficiaryGroup", "value": [
        { "beneficiaryType": "SPOUSE", "beneficiaryName": "Test beneficiary", "beneficiaryAllocation": "50" },
        { "beneficiaryType": "CHARITY", "beneficiaryName": "Test beneficiary 2", "beneficiaryAllocation": "50" }
      ]
    },
    { "key": "contingencyBeneficiaryGroup", "value": [
        { "beneficiaryType": "FAMILY_OR_FRIEND", "beneficiaryName": "Test beneficiary 3", "beneficiaryAllocation": "25" },
        { "beneficiaryType": "TRUST", "beneficiaryName": "Test beneficiary 4", "beneficiaryAllocation": "75" }
      ]
    },
    { "key": "fees", "value": [
        { "feeType": "ADVISORY", "feeRate": "0.1" },
        { "feeType": "MANAGEMENT", "feeRate": "0.25", "feeIsBillable": true }
      ]
    }
  ]
}