Create customer contact

Create a new customer contact (Beneficiary)

SecurityoAuth2
Request
path Parameters
customerUID
required
integer

Unique Customer Id

Request Body schema: application/json
required

Contact Info

externalReferenceId
required
string

Unique reference id from a system outside of finzly system. The external reference id can be used by the finzly for the request tracing purpose (if needed).

templateName
required
string

Contact unique name.

name
required
string

Contact name.

object (CustomerAddress)
email
string

Customer Email Address

phoneNumber
string

Customer's Phone number

required
object (CustomerContact_contactBank)
object (CustomerContact_intermediaryBank)
object (CustomerContact_otherInfo)
Array of objects (CustomerContact_regulartoryReporting)

The key for regular reporting should be configured in BankOs staticData. eg. routingNumber,social, TaxId etc...

Responses
200

OK

400

Bad request

401

You are not authorized to access the resource

403

Accessing the resource you were trying to reach is forbidden

404

The resource you were trying to reach is not found

500

Internal server error

503

Service unavailable

default

Successful

post/v2/customers/{customerUID}/contacts
Request samples
application/json
{
  • "externalReferenceId": "89856556",
  • "templateName": "bene 1",
  • "name": "John",
  • "address": {
    },
  • "email": "abc@abc.com",
  • "phoneNumber": "123-124-9877",
  • "contactBank": {
    },
  • "intermediaryBank": {
    },
  • "otherInfo": {
    },
  • "regulartoryReporting": [
    ]
}
Response samples
application/json
{
  • "status": "Success",
  • "code": "CUST001",
  • "message": "Failed to create a customer contact: <Reason>",
  • "data": {
    }
}