Application-level submissions

​

Required fields

• email and UK-contactable telephone
• business_structure, business_sector, trading_duration
• annual_turnover_range, or optional annual_turnover_gbp (exact customer-declared annual turnover in whole pounds). When the exact figure is present, annual_turnover_range is optional and Tera derives the compatibility range from it. If both are sent and they disagree, the exact figure wins.
• optional date_of_birth (YYYY-MM-DD, age 18–120 at capture_timestamp)
• optional home_address (address_line_1, optional address_line_2, city, UK postcode, optional country)
• optional residence_since (YYYY-MM, past or present month) — used with home_address so Document-first Apply can skip “lived there since”
• Do not send undocumented keys (including card payments). Unknown fields return 422.
• funding_timeframe and preferred_contact_method
• privacy_information and contact_expectation evidence
• marketing boolean
• company_number for limited companies and LLPs
• optional credit_screening — supplier-run bureau evidence (provider: endole). Each of company_status, unsatisfied_ccjs, and insolvency_or_winding_up is pass, fail, or not_checked. Use not_checked when the check did not run. Optional declared holds applicant answers (adverse_credit, overdue finance, existing finance, HMRC arrears, personal guarantee). Tera does not auto-reject from these fields.

​

Example

{
  "external_reference": "harbourview-enq-2001",
  "level": "application",
  "first_name": "James",
  "last_name": "Okonkwo",
  "email": "james.okonkwo@example.test",
  "telephone": "07700900456",
  "business_name": "Harbourview Joinery LLP",
  "business_structure": "llp",
  "business_sector": "construction",
  "trading_duration": "2-5-years",
  "annual_turnover_gbp": 375000,
  "date_of_birth": "1988-04-12",
  "home_address": {
    "address_line_1": "4 Home Lane",
    "city": "Barnsley",
    "postcode": "S71 1HN",
    "country": "United Kingdom"
  },
  "residence_since": "2019-03",
  "funding_amount": 50000,
  "funding_purpose": "equipment",
  "funding_timeframe": "within-1-month",
  "preferred_contact_method": "phone",
  "company_number": "OC000001",
  "privacy_information": {
    "provided": true,
    "wording_version": "supplier-v1-pending",
    "captured_at": "2026-08-29T10:15:00.000Z"
  },
  "contact_expectation": {
    "permission_stated": true,
    "channels": ["phone", "email"],
    "wording_version": "supplier-v1-pending",
    "captured_at": "2026-08-29T10:15:00.000Z"
  },
  "marketing": false,
  "capture_timestamp": "2026-08-29T10:15:00.000Z",
  "attribution": { "source": "sandbox-guide" }
}