This is version 1.0 Draft B (15 May 2025) of the Platform Account Opening Standard.
Version 1.0 Draft B of Platform Account Opening
PAO Orchestration.pdf (645.19 KB)
Guidance on using Standard resources for the platform account opening process
PAO Overview.pdf (347.06 KB)
Overview of the Platform Account Opening Standard
REST API Design.pdf (338.13 KB)
Overview of the technical design used in Criterion RESTful APIs
Business Requirements Document.pdf (617.22 KB)
Platform Account Opening Business Requirements
Common Rest Parts v1.0 Draft D OpenAPI.yaml (16.25 KB)
OpenAPI Definition for common REST-based components shared across various Criterion resources
Account Resource Guide v1.0 Draft B.pdf (191.83 KB)
Data structure and resource relationships for the account resource
Account Resource v1.0 Draft B OpenAPI.yaml (33.92 KB)
OpenAPI Definition for the account resource
Address Resource Guide v1.0 Draft B.pdf (178.05 KB)
Data structure and resource relationships for the address resource
Address Resource v1.0 Draft B OpenAPI.yaml (27.97 KB)
OpenAPI Definition for the address resource
Adviser Charge Resource Guide v1.0 Draft B.pdf (188.92 KB)
Data structure and resource relationships for the adviser charge resource
Adviser Charge Resource v1.0 Draft B OpenAPI.yaml (31.38 KB)
OpenAPI Definition for the adviser charge resource
Adviser Resource Guide v1.0 Draft B.pdf (185.34 KB)
Data structure and resource relationships for the adviser resource
Adviser Resource v1.0 Draft B OpenAPI.yaml (32.24 KB)
OpenAPI Definition for the adviser resource
Application Resource Guide v1.0 Draft B.pdf (185.1 KB)
Data structure and resource relationships for the application resource
Application Resource v1.0 Draft B OpenAPI.yaml (28.79 KB)
OpenAPI Definition for the application resource
Asset Resource Guide v1.0 Draft B.pdf (196.74 KB)
Data structure and resource relationships for the asset resource
Asset Resource v1.0 Draft B OpenAPI.yaml (50.6 KB)
OpenAPI Definition for the asset resource
Bank Account Resource Guide v1.0 Draft B.pdf (186.1 KB)
Data structure and resource relationships for the bank account resource
Bank Account Resource v1.0 Draft B OpenAPI.yaml (31.34 KB)
OpenAPI Definition for the bank account resource
Contact Resource Guide v1.0 Draft B.pdf (193.61 KB)
Data structure and resource relationships for the contact resource
Contact Resource v1.0 Draft B OpenAPI.yaml (34.31 KB)
OpenAPI Definition for the contact resource
Document Resource Guide v1.0 Draft B.pdf (180.69 KB)
Data structure and resource relationships for the document resource
Document Resource v1.0 Draft B OpenAPI.yaml (15.9 KB)
OpenAPI Definition for the document resource
Employer Resource Guide v1.0 Draft B.pdf (165.94 KB)
Data structure and resource relationships for the employer resource
Employer Resource v1.0 Draft B OpenAPI.yaml (24.84 KB)
OpenAPI Definition for the employer resource