GET

/Person

When to Use

  • Retrieve person records by personID or externalPersonId
  • Look up person details for cross-entity relationship management
  • Verify person information before transaction processing
  • Access person records independently of BizEntity operations

Common Scenarios

  • Individual Trustee Review: Verify trustee status and authorization details for SMSF operations
  • PEP Status Check: Review politically exposed person classification for enhanced due diligence
  • Tax Residency Validation: Confirm multiple tax jurisdiction details for FATCA/CRS reporting
  • Sophisticated Investor Verification: Check certification status and validity dates
  • Identity Verification: Review passport, driver's license, and identification documents

Prerequisites

  • Valid Bearer token with person read permissions and appropriate data access scope
  • PersonID (recommended) or ExternalPersonId to identify the specific individual
  • Understanding of person's role in investment structure (trustee, beneficiary, director)
  • Knowledge of compliance requirements for the person's jurisdiction and status

Considerations

  • Complete Profile: Returns full person data with nested addresses and communications arrays
  • Performance Optimization: PersonID provides faster lookup than ExternalPersonId
  • Privacy Protection: Tax File Numbers returned in masked format (***456789) for security
  • Compliance Ready: Includes all FATCA/CRS, PEP, and sophisticated investor details
  • Multi-Jurisdiction: Supports up to 3 tax residency countries with TIN details

Description

Retrieves a specific person record from the 7G platform using either PersonID or ExternalPersonId. Returns the complete person data structure including all nested addresses and communications. Essential for verifying person details before updates and for building BizEntity relationships.

Advanced Resource: Person records are typically created and managed through BizEntity operations, but can be accessed independently via this endpoint for verification, cross-entity lookups, or compliance purposes.

7G Person Data Structure

According to the 7G API specifications, Person GET returns:

  • Core Person Data: All identity, tax, and compliance fields in swagger order
  • Nested Addresses: Complete Address objects linked to this person
  • Nested Communications: All communication methods including phone and email
  • Masked Sensitive Data: Tax File Numbers returned as ***456789 format
  • Relationship Ready: Data structured for BizEntityParty linkage

Required Headers - See Authentication

HeaderValueDescription
Authorization{accessToken}Bearer token for API access
Version2.0API version identifier

Query Parameters

Parameter Type Required Description
PersonID >
integer
The 7G system identifier for the person to retrieve. Preferred for performance and direct system lookup.
ExternalPersonId >
string
Your external identifier for the person to retrieve. Use when you cannot store 7G's native PersonID.
PersonID
integer
The 7G system identifier for the person to retrieve. Preferred for performance and direct system lookup.
ExternalPersonId
string
Your external identifier for the person to retrieve. Use when you cannot store 7G's native PersonID.

Example Requests

bash
# Get person by PersonID (recommended for performance)
curl -X GET "https://api.7g.com.au/Person?PersonID=12345" \
  -H "Authorization: {accessToken}" \
  -H "Version: 2.0"

# Get person by ExternalPersonId (for external system integration)
curl -X GET "https://api.7g.com.au/Person?ExternalPersonId=EXT-PERSON-001" \
  -H "Authorization: {accessToken}" \
  -H "Version: 2.0"

Response Examples

json
{
  "result": true,
  "message": null,
  "recordCount": 1,
  "data": [
    {
      "personID": 12345,
      "externalPersonId": "EXT-PERSON-001",
      "firstName": "John",
      "middleName": "William",
      "lastName": "Smith",
      "description": "Senior financial advisor and trustee",
      "abn": "12345678901",
      "birthCountryCode": "AUS",
      "crsfatcaParticipationID": 1,
      "customerCode": "CUST-001",
      "dateOfBirth": "1975-03-15",
      "driversLicenseIssueCountryCode": "AUS",
      "driversLicenseNumber": "DL123456789",
      "gender": "M",
      "identificationTypeID": 1,
      "identificationValue": "DL123456789",
      "isDirectorOfCorporateTrustee": true,
      "isPEP": false,
      "isSophisticatedInvestor": true,
      "isTrustee": true,
      "pepDescription": null,
      "legalGuardianTitleID": null,
      "legalGuardianFirstName": null,
      "legalGuardianMiddleName": null,
      "legalGuardianLastName": null,
      "passportIssueCountryCode": "AUS",
      "passportNumber": "A12345678",
      "salutation": "John",
      "sharePercentage": 25,
      "sophisticatedInvestorCertificateDate": "2024-01-15",
      "taxationCountryCode": "AUS",
      "taxationCountryCode2": "US",
      "taxationCountryCode3": null,
      "taxationCountryTIN": "***456789",
      "taxationCountryTIN2": "US***56789",
      "taxationCountryTIN3": null,
      "taxationCountryNoTINReason": null,
      "taxationCountryNoTINReason2": null,
      "taxationCountryNoTINReason3": null,
      "taxationFileNumber": "***456789",
      "tradingName": "Smith Consulting",
      "taxOfficeTypeID": 1,
      "tin": "US***56789",
      "titleID": 1,
      "addresses": [
        {
          "addressID": 456,
          "addressTypeID": 1,
          "aboveAddressLine": "123 Main Street",
          "addressLine": null,
          "suburb": "Sydney",
          "postcode": "2000",
          "stateCode": "NSW",
          "countryCode": "AUS",
          "externalAddressId": null,
          "externalBizEntityId": null,
          "externalPersonId": "EXT-PERSON-001",
          "externalOrganisationId": null,
          "personID": 12345,
          "bizEntityID": 0,
          "organisationID": 0
        }
      ],
      "communications": [
        {
          "communicationID": 789,
          "externalCommunicationId": null,
          "communicationTypeID": 1,
          "name": "0412345678",
          "bizEntityID": 0,
          "externalBizEntityId": null,
          "personID": 12345,
          "externalPersonId": "EXT-PERSON-001",
          "organisationID": 0,
          "externalOrganisationId": null
        },
        {
          "communicationID": 790,
          "externalCommunicationId": null,
          "communicationTypeID": 2,
          "name": "john.smith@example.com",
          "bizEntityID": 0,
          "externalBizEntityId": null,
          "personID": 12345,
          "externalPersonId": "EXT-PERSON-001",
          "organisationID": 0,
          "externalOrganisationId": null
        }
      ]
    }
  ]
}