> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finventi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update an account

> Amend an account by its account number.

<Note>
  In a submission this edits the not-yet-reported account in place. In a correction it amends the already-reported account; amending an account the tax authority has never seen is rejected, so add new accounts with [POST](/regulatory/rrc/api/crs/push-accounts) instead.
</Note>


## OpenAPI

````yaml put /reports/crs/v1/submissions/{submissionId}/accounts/{accountNumber}
openapi: 3.1.0
info:
  title: CRS REST API
  version: 0.0.1
servers:
  - url: https://api.rrc.dev.finventi.com
    description: Development
  - url: https://api.rrc.finventi.com
    description: Production
security:
  - bearer-jwt: []
tags:
  - name: CRS REST API
    description: >-
      REST API for submitting and correcting CRS/DAC2 account data. Open a
      submission for a reporting year, push the reportable accounts under its
      id, then submit it to the tax authority.
paths:
  /reports/crs/v1/submissions/{submissionId}/accounts/{accountNumber}:
    put:
      tags:
        - CRS REST API
      summary: Update an account
      description: >-
        Updates an account by its account number. In a submission it edits the
        not-yet-reported account in place; in a correction it amends the
        already-reported account. Amending an account the tax authority has
        never seen is rejected, new accounts are added with POST.
      operationId: putAccount
      parameters:
        - name: submissionId
          in: path
          required: true
          schema:
            type: string
        - name: accountNumber
          in: path
          required: true
          schema:
            type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CrsAccount'
            example:
              accountNumber: LT601010012345678901
              accountNumberType: IBAN
              balance: 16980.1
              currency: EUR
              accountType: DEPOSITORY_ACCOUNT
              openingType: PREEXISTING_ACCOUNT
              accountHolder:
                selfCertification: PROVIDED
                organisation:
                  type: REPORTABLE_PERSON
                  name: UAB Inventi
                  nameType: LEGAL
                  residenceCountryCodes:
                    - LV
                  tins:
                    - number: '39001011234'
                      issuedBy: LV
                  addresses:
                    - addressFree: Riga, Riga st. 1
                      countryCode: LV
                      type: REGISTRATION
              payments:
                - type: INTEREST
                  amount: 205.3
                  currency: EUR
        required: true
      responses:
        '200':
          description: Account updated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrsAccountResult'
              example:
                status: SUCCESS
                accountNumber: LT601010012345678901
        '400':
          description: Account rejected
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CrsAccountResult'
              example:
                status: FAILED
                accountNumber: LT601010012345678901
                errors:
                  - fields:
                      - accountNumber
                    message: >-
                      Account 'LT601010012345678901' has nothing reported for
                      2025 to correct; add it with POST
components:
  schemas:
    CrsAccount:
      type: object
      description: >-
        A reportable financial account. Push the account as it stands, with its
        holder and any controlling persons attached to it. Each account you push
        becomes exactly one account report.
      properties:
        accountNumber:
          type: string
          description: >-
            Account number, or its functional equivalent where the account has
            no number. Identifies the account within the submission, so it must
            be unique across the accounts you push.
          example: LT601010012345678901
          maxLength: 200
          minLength: 0
        accountNumberType:
          type: string
          description: >-
            Type of the account number. IBAN values are checked against the IBAN
            structure.
          enum:
            - IBAN
            - OBAN
            - ISIN
            - OSIN
            - OTHER
            - ELECTRONIC_MONEY_PRODUCT
          example: IBAN
        balance:
          type: number
          description: >-
            Balance or value at the end of the reporting year. Must be 0 when
            account is `closed`.
          example: 12345.67
        currency:
          type: string
          description: Currency the balance is denominated in, ISO 4217
          example: EUR
          minLength: 1
        closed:
          type: boolean
          default: false
          description: The account was closed during the reporting year
        dormant:
          type: boolean
          default: false
          description: The account is dormant
        undocumented:
          type: boolean
          default: false
          description: The account is undocumented
        accountHolder:
          $ref: '#/components/schemas/CrsAccountHolder'
          description: The reportable holder of the account.
        controllingPersons:
          type: array
          description: >-
            Controlling persons of a passive non-financial entity holder.
            Required when the holder is an organisation of type
            `PASSIVE_NFE_WITH_REPORTABLE_CONTROLLING_PERSONS`, and not accepted
            otherwise.
          items:
            $ref: '#/components/schemas/CrsControllingPerson'
        payments:
          type: array
          items:
            $ref: '#/components/schemas/CrsPayment'
          maxItems: 4
          minItems: 0
        accountType:
          $ref: '#/components/schemas/CrsFinancialAccountType'
          description: Type of financial account maintained for the holder.
          example: DEPOSITORY_ACCOUNT
        openingType:
          $ref: '#/components/schemas/CrsAccountOpeningType'
          description: >-
            Whether the account is a new or a pre-existing account, which
            decides the due diligence procedure that applied to it.
          example: PREEXISTING_ACCOUNT
        jointAccountHolders:
          type: integer
          format: int32
          description: >-
            Number of joint account holders. Send it only where the account is
            jointly held.
          example: 2
          maximum: 200
          minimum: 1
      required:
        - accountHolder
        - accountNumber
        - accountNumberType
        - accountType
        - balance
        - currency
        - openingType
    CrsAccountResult:
      type: object
      description: Result of pushing, updating or deleting a single account
      properties:
        status:
          $ref: '#/components/schemas/Status'
        accountNumber:
          type: string
          description: >-
            The account number echoed back, to correlate this result with your
            record
          example: LT601010012345678901
        errors:
          type: array
          description: Why the account was rejected. Empty when the account was accepted.
          items:
            $ref: '#/components/schemas/FieldError'
      required:
        - errors
        - status
    CrsAccountHolder:
      type: object
      description: >-
        A holder of the account. Supply exactly one of `individual` or
        `organisation`.
      properties:
        individual:
          $ref: '#/components/schemas/CrsIndividual'
        organisation:
          $ref: '#/components/schemas/CrsOrganisation'
        selfCertification:
          $ref: '#/components/schemas/CrsSelfCertification'
          description: >-
            Whether the holder provided a valid self-certification. Required for
            both an individual and an entity holder.
          example: PROVIDED
        equityInterestTypes:
          type: array
          description: >-
            Roles by which the holder holds an equity interest in an investment
            entity that is a legal arrangement. Send them only where the holder
            is such an equity interest holder; a holder may hold several.
          items:
            $ref: '#/components/schemas/CrsEquityInterestType'
      required:
        - selfCertification
    CrsControllingPerson:
      type: object
      description: A controlling person of an passive non-financial entity holder.
      properties:
        residenceCountryCodes:
          type: array
          description: >-
            Every jurisdiction the person is tax resident in, ISO 3166-1
            alpha-2.
          example:
            - LV
          items:
            type: string
          maxItems: 2147483647
          minItems: 1
        tins:
          type: array
          description: Tax identification numbers.
          items:
            $ref: '#/components/schemas/CrsTin'
          maxItems: 2147483647
          minItems: 1
        names:
          type: array
          description: >-
            Names the person is reported under. Send several only where the
            person is known under different names.
          items:
            $ref: '#/components/schemas/CrsIndividualName'
          maxItems: 2147483647
          minItems: 1
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/CrsAddress'
          maxItems: 2147483647
          minItems: 1
        birthInfo:
          $ref: '#/components/schemas/CrsBirthInfo'
        roles:
          type: array
          description: Roles by which this person controls the entity.
          example:
            - LEGAL_PERSON_CONTROL_BY_OWNERSHIP
          items:
            type: string
            enum:
              - LEGAL_PERSON_CONTROL_BY_OWNERSHIP
              - LEGAL_PERSON_CONTROL_BY_OTHER_MEANS
              - LEGAL_PERSON_SENIOR_MANAGING_OFFICIAL
              - TRUST_SETTLOR
              - TRUST_TRUSTEE
              - TRUST_PROTECTOR
              - TRUST_BENEFICIARY
              - TRUST_OTHER
              - OTHER_ARRANGEMENT_SETTLOR_EQUIVALENT
              - OTHER_ARRANGEMENT_TRUSTEE_EQUIVALENT
              - OTHER_ARRANGEMENT_PROTECTOR_EQUIVALENT
              - OTHER_ARRANGEMENT_BENEFICIARY_EQUIVALENT
              - OTHER_ARRANGEMENT_OTHER_EQUIVALENT
              - NOT_REPORTED
          maxItems: 2147483647
          minItems: 1
        selfCertification:
          $ref: '#/components/schemas/CrsSelfCertification'
          description: Whether a valid self-certification was provided for this person.
          example: PROVIDED
      required:
        - addresses
        - names
        - residenceCountryCodes
        - roles
        - selfCertification
        - tins
    CrsPayment:
      type: object
      properties:
        type:
          type: string
          enum:
            - DIVIDENDS
            - INTEREST
            - GROSS_PROCEEDS_OR_REDEMPTIONS
            - OTHER
          example: INTEREST
        amount:
          type: number
          description: Gross total for the whole reporting year
          example: 120
        currency:
          type: string
          description: Currency of the amount, ISO 4217
          example: EUR
          minLength: 1
      required:
        - amount
        - currency
        - type
    CrsFinancialAccountType:
      type: string
      description: >-
        Type of financial account maintained for the holder. `NOT_REPORTED` is
        transitional, for data first reported under an earlier schema.
      enum:
        - DEPOSITORY_ACCOUNT
        - CUSTODIAL_ACCOUNT
        - CASH_VALUE_INSURANCE_OR_ANNUITY_CONTRACT
        - DEBT_OR_EQUITY_INTEREST_IN_INVESTMENT_ENTITY
        - NOT_REPORTED
    CrsAccountOpeningType:
      type: string
      description: Whether the account is new or pre-existing
      enum:
        - NEW_ACCOUNT
        - PREEXISTING_ACCOUNT
        - NOT_REPORTED
    Status:
      type: string
      enum:
        - SUCCESS
        - FAILED
    FieldError:
      type: object
      description: Per-item validation/processing error
      properties:
        code:
          type: string
          description: >-
            Validation error code returned by the regulatory authority; only
            present for records that failed authority validation
          example: 51
        fields:
          type: array
          description: >-
            Fields that caused the error; may be empty for errors not tied to a
            single field (e.g. cross-field validation)
          example:
            - iban
          items:
            type: string
        message:
          type: string
          description: Human-readable error message
      required:
        - fields
    CrsIndividual:
      type: object
      description: A natural person holding the account
      properties:
        residenceCountryCodes:
          type: array
          description: >-
            Every jurisdiction the person is tax resident in, ISO 3166-1
            alpha-2.
          example:
            - LV
          items:
            type: string
          maxItems: 2147483647
          minItems: 1
        tins:
          type: array
          description: Tax identification numbers.
          items:
            $ref: '#/components/schemas/CrsTin'
          maxItems: 2147483647
          minItems: 1
        names:
          type: array
          description: Names the person is reported under.
          items:
            $ref: '#/components/schemas/CrsIndividualName'
          maxItems: 2147483647
          minItems: 1
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/CrsAddress'
          maxItems: 2147483647
          minItems: 1
        birthInfo:
          $ref: '#/components/schemas/CrsBirthInfo'
      required:
        - addresses
        - names
        - residenceCountryCodes
        - tins
    CrsOrganisation:
      type: object
      description: An entity account holder
      properties:
        type:
          $ref: '#/components/schemas/CrsOrganisationType'
        residenceCountryCodes:
          type: array
          description: Every jurisdiction the entity is tax resident in, ISO 3166-1 alpha-2
          example:
            - LV
          items:
            type: string
          maxItems: 2147483647
          minItems: 1
        tins:
          type: array
          description: Tax identification numbers.
          items:
            $ref: '#/components/schemas/CrsTin'
          maxItems: 2147483647
          minItems: 1
        name:
          type: string
          description: Name of the entity
          example: UAB Inventi
          maxLength: 200
          minLength: 0
        nameType:
          type: string
          description: Type of entity name
          enum:
            - LEGAL
            - DOING_BUSINESS_AS
            - ALIAS
            - ALSO_KNOWN_AS
            - SMF_ALIAS_OR_OTHER
          example: LEGAL
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/CrsAddress'
          maxItems: 2147483647
          minItems: 1
      required:
        - addresses
        - name
        - residenceCountryCodes
        - tins
        - type
    CrsSelfCertification:
      type: string
      description: Whether a valid self-certification was provided
      enum:
        - PROVIDED
        - NOT_PROVIDED
        - NOT_REPORTED
    CrsEquityInterestType:
      type: string
      description: >-
        Role by which an equity interest is held in an investment entity that is
        a legal arrangement
      enum:
        - TRUST_SETTLOR
        - TRUST_TRUSTEE
        - TRUST_PROTECTOR
        - TRUST_BENEFICIARY
        - TRUST_OTHER
        - OTHER_ARRANGEMENT_SETTLOR_EQUIVALENT
        - OTHER_ARRANGEMENT_TRUSTEE_EQUIVALENT
        - OTHER_ARRANGEMENT_PROTECTOR_EQUIVALENT
        - OTHER_ARRANGEMENT_BENEFICIARY_EQUIVALENT
        - OTHER_ARRANGEMENT_OTHER_EQUIVALENT
    CrsTin:
      type: object
      description: Taxpayer identification number
      properties:
        number:
          type: string
          description: >-
            Taxpayer identification number. Where the institution was unable to
            obtain one, report the value `000000000`.
          example: 39001011234
          maxLength: 200
          minLength: 0
        issuedBy:
          type: string
          description: Jurisdiction that issued the number, ISO 3166-1 alpha-2.
          example: LV
          minLength: 1
      required:
        - issuedBy
        - number
    CrsIndividualName:
      type: object
      description: A name a natural person is reported under.
      properties:
        firstName:
          type: string
          description: >-
            Given name. Use initials, or the value `NFN` (no first name), where
            it is not known.
          example: Jonas
          maxLength: 200
          minLength: 0
        middleNames:
          type: array
          example:
            - Petras
          items:
            type: string
        lastName:
          type: string
          example: Jonaitis
          maxLength: 200
          minLength: 0
        nameType:
          type: string
          description: >-
            Type of person name. Required on every entry when you send more than
            one name.
          enum:
            - LEGAL
            - AT_BIRTH
            - INDIV
            - ALIAS
            - NICK
            - ALSO_KNOWN_AS
            - SMF_ALIAS_OR_OTHER
          example: AT_BIRTH
      required:
        - firstName
        - lastName
    CrsAddress:
      type: object
      description: Address of a holder or controlling person
      properties:
        addressFree:
          type: string
          description: Address as free text
          example: Riga, Riga st. 1
          maxLength: 4000
          minLength: 0
        countryCode:
          type: string
          description: Country of the address, ISO 3166-1 alpha-2
          example: LV
          minLength: 1
        type:
          type: string
          description: Type of address.
          enum:
            - RESIDENTAL_OR_HABITATION
            - RESIDENTAL
            - HABITATION
            - REGISTRATION
            - OTHER
          example: RESIDENTAL_OR_HABITATION
      required:
        - addressFree
        - countryCode
        - type
    CrsBirthInfo:
      type: object
      description: >-
        Birth information. Fields `city` and country are reported as a pair:
        send `city` with exactly one of `countryCode` or `formerCountryName`, or
        send neither.
      properties:
        birthDate:
          type: string
          format: date
          description: Date of birth
          example: '1980-01-01'
        city:
          type: string
          description: City of birth
          example: Berlin
          maxLength: 200
          minLength: 0
        citySubentity:
          type: string
          description: District or region of the city of birth.
          example: Mitte
          maxLength: 200
          minLength: 0
        countryCode:
          type: string
          description: >-
            Country of birth, ISO 3166-1 alpha-2. Mutually exclusive with
            `formerCountryName`.
          example: LV
        formerCountryName:
          type: string
          description: >-
            Name of the country of birth where it no longer exists and so has no
            country code. Mutually exclusive with `countryCode`.
          example: Soviet Union
          maxLength: 200
          minLength: 0
    CrsOrganisationType:
      type: string
      description: Type of reportable entity the account holder is
      enum:
        - PASSIVE_NFE_WITH_REPORTABLE_CONTROLLING_PERSONS
        - REPORTABLE_PERSON
        - PASSIVE_NFE_THAT_IS_REPORTABLE_PERSON
      example: REPORTABLE_PERSON
  securitySchemes:
    bearer-jwt:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: >-
            https://auth.sandbox.finventi.com/realms/sti-connector/protocol/openid-connect/token
          scopes: {}

````