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Enhance compliance client API and add user profile search#266

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BRBussy wants to merge 8 commits intomasterfrom
api-service-enhancements
Open

Enhance compliance client API and add user profile search#266
BRBussy wants to merge 8 commits intomasterfrom
api-service-enhancements

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@BRBussy BRBussy commented Mar 27, 2026

Summary

  • Compliance Client API: Added UpdateClient, StartClientVerification, FailClientVerification, and MarkClientVerified RPCs with full verification state machine support
  • Client model enhancements: Added short_name, client_status, verification_status_reason, description, paas_agreement_version, roles, creation_date, verification_authority_display_name fields; replaced tax_identifier with tax_residencies on Company/Fund/Trust entities; added vat_registration_number, contact_details, business_name to Company; added new LegalPersonConnectionType values (manager, agent, sole proprietor); new ClientStatus enum
  • IAM User Profile: Added SearchUserProfiles RPC with first/last name substring and user resource name filtering
  • Industry classification: Restructured from flat enum to IndustryClassification message with IndustryCategory and IndustrySubCategory enums
  • Bug fix: Removed stale BatchGetUserProfilesByUser documentation examples that were causing Go compilation failures

Test plan

  • All Go tests pass (was previously failing due to stale doc examples)
  • All Python tests pass
  • All Java tests pass
  • All TypeScript tests pass (Node, Web, Legacy)

🤖 Generated with Claude Code

BRBussy and others added 8 commits March 9, 2026 18:16
…e to compliance client proto

Extend client.proto with creation_date, status (ClientStatus enum), verification_status_reason,
description, paas_agreement_version, and roles fields. Extend company.proto with
vat_registration_number, contact_details, and business_name fields. Add new client_status.proto
with CLIENT_STATUS_ACTIVE, CLIENT_STATUS_INACTIVE, and CLIENT_STATUS_COMPLETE_PROFILE values.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…Go tests

The RPC method was removed from protobuf definitions but the generated
documentation examples were not cleaned up, causing compilation failures.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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