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

# Customers overview

> Customer management functionality including teams, shareholders, and signatories

## Overview

A Customer represents an individual or business entity that can access and use the system. The Customers API enables managing:

* Customer profiles and settings
* Team members and permissions
* KYC/KYB processes
* Documents and verifications

## Core Concepts

### Customer Types

* `individual`: Personal accounts
* `company`: Company accounts with team management

### Customer States

* `KYB`: Initial registration and verification
* `SIGN`: Document signing phase
* `REVIEW`: Compliance review
* `ACTIVE`: Fully operational
* `SUSPENDED`: Temporarily blocked

### Core Properties

| Field      | Type   | Description             |
| ---------- | ------ | ----------------------- |
| `name`     | string | Customer's full name    |
| `type`     | string | Individual or business  |
| `status`   | string | Current state           |
| `country`  | string | Country of registration |
| `language` | string | Preferred language      |

### Team Roles

* `admin`: Full system access and management
* `executive`: Executive-level access
* `accountant`: Financial operations access
* `employee`: Standard access

### Team Member States

* `invited`: Initial invitation sent
* `accepted`: Invitation accepted
* `active`: Fully active member
* `removed`: Access revoked
* `cancelled`: Invitation cancelled

## Security Requirements

* KYC/KYB verification required
* Team member invitations need approval
* Document access is role-based
* Status changes are audited
* Regular compliance checks

<Note>
  See individual endpoint documentation for detailed request/response formats and examples.
</Note>