API · Manage · Governance
Create a questionnaire.
Issue a questionnaire to a stakeholder (D&O, 5% holder, accredited investor, or KYC). The platform generates the questionnaire document, opens a StakeholderPortalSession for completion, and on submission records structured responses plus the executed document. Optional third-party verification can be requested for accredited-investor and KYC kinds.
Last updated
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
kindstringRequiredOne of
"director_officer""five_percent_holder""accredited_investor""kyc"subject_stakeholder_idstringRequiredrequire_verificationbooleanOptionalverifierstringOptionalVerification provider for accredited_investor and kyc kinds.
Response Body
application/json
application/problem+json
Request
curl -X POST "https://api.mattermode.com/v1/entities/{id}/questionnaires" \ -H "Content-Type: application/json" \ -d '{ "kind": "director_officer", "subject_stakeholder_id": "string" }'const body = JSON.stringify({ "kind": "director_officer", "subject_stakeholder_id": "string"})fetch("https://api.mattermode.com/v1/entities/{id}/questionnaires", { method: "POST", headers: { "Content-Type": "application/json" }, body})package mainimport ( "fmt" "net/http" "io/ioutil" "strings")func main() { url := "https://api.mattermode.com/v1/entities/{id}/questionnaires" body := strings.NewReader(`{ "kind": "director_officer", "subject_stakeholder_id": "string" }`) req, _ := http.NewRequest("POST", url, body) req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := ioutil.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body))}import requestsheaders = { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = { "kind": "director_officer", "subject_stakeholder_id": "example"}resp = requests.post( "https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/questionnaires", headers=headers, json=payload,)resp.raise_for_status()print(resp.json())import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{ "kind": "director_officer", "subject_stakeholder_id": "string"}""");HttpClient client = HttpClient.newBuilder() .connectTimeout(Duration.ofSeconds(10)) .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder() .uri(URI.create("https://api.mattermode.com/v1/entities/{id}/questionnaires")) .header("Content-Type", "application/json") .POST(body) .build();try { HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString()); System.out.println("Status code: " + response.statusCode()); System.out.println("Response body: " + response.body());} catch (Exception e) { e.printStackTrace();}using System;using System.Net.Http;using System.Text;var body = new StringContent("""{ "kind": "director_officer", "subject_stakeholder_id": "string"}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/entities/{id}/questionnaires", body);var responseBody = await response.Content.ReadAsStringAsync();curl --request POST 'https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/questionnaires' \ --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \ --header 'Matter-Version: 2026-06-10' \ --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \ --header 'Content-Type: application/json' \ --data '{ "kind": "director_officer", "subject_stakeholder_id": "example"}'const response = await fetch("https://api.mattermode.com/v1/entities/ent_Nq3KcAbc/questionnaires", { method: "POST", headers: { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b", "Content-Type": "application/json", }, body: JSON.stringify({ "kind": "director_officer", "subject_stakeholder_id": "example" }),});if (!response.ok) { throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);Response
application/json{
"id": "string",
"object": "questionnaire",
"entity_id": "string",
"kind": "director_officer",
"subject_stakeholder_id": "string",
"related_round_id": "string",
"related_corporate_transaction_id": "string",
"responses": {
"full_legal_name": "string",
"prior_legal_names": [
"string"
],
"residence_address": {
"line1": "string",
"line2": "string",
"city": "string",
"county": "string",
"region": "string",
"postal_code": "string",
"country": "US"
},
"principal_occupation": "string",
"positions_held_past_five_years": [
{
"entity_name": "string",
"title": "string",
"start_date": "2019-08-24",
"end_date": "2019-08-24"
}
],
"material_litigation_history": [
{
"kind": "string",
"description": "string",
"outcome": "string",
"year": 0
}
],
"independence_attestation": {
"independent_under_listing_standards": true,
"material_relationships": [
"string"
]
},
"related_party_transactions": [
{
"counterparty": "string",
"amount_cents": 0,
"description": "string"
}
]
},
"document_id": "string",
"envelope_id": "string",
"signed_at": 0,
"status": "draft",
"verification": {
"verified": true,
"verifier": "string",
"verified_at": 0,
"expiration_date": "2019-08-24"
},
"metadata": {
"customer_id": "cus_7Hpx9WxY",
"portfolio_tag": "y-combinator-w26"
},
"created": 0,
"updated": 0,
"livemode": true
}{
"type": "https://mattermode.com/docs/errors/invalid_request",
"title": "Invalid request",
"status": 400,
"code": "invalid_request",
"detail": "Request body could not be parsed as JSON.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
"request_id": "req_Qw9xYz8A"
}