Update customer account

Update Customer Account

SecurityoAuth2
Request
path Parameters
customerUID
required
string

Customer Id

accountUID
required
string

Account Id

Request Body schema: application/json
required

Account Info

externalReferenceId
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).

accountId
string

Bank account Id. Unique identifier number which is present in the finzly system. And associayed with the legal entity.

accountType
string

Type of account

Enum: "Deposit" "Loan"
accountSubType
string

Sub account type

Enum: "Checking" "Savings" "CD" "Money Market" "Pseudo" "HSA (Health Saving Account)"
systemOfRecords
string

System of records.

Enum: "Other Core" "External" "Finzly Core"
accountNumber
string

Bank account number. This an unique value in the finzly db.

currency
string

Currency of the account

accountName
string

Bank account name.

masterGl
string

Master GL number.

enableOffset
string

Enable offset account

Enum: "Yes" "No"
enableWire
string

Enable or Disable for the wire transaction

Enum: "Yes" "No"
defaultOffset
string

Default offset account

Enum: "Yes" "No"
feeAccount
string

Whether the accountNumber is a Fee account

Enum: "Yes" "No"
returnAccount
string

Whether the accountNumber is a Return account

Enum: "Yes" "No"
fboAccountNumber
string

The fbo account number should be associated with legal entity.

country
string

Country name

countryCode
string

ISO country code

routingNumber
string

Valid routing number/bankId

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

put/v2/customers/{customerUID}/accounts/{accountUID}
Request samples
application/json
{
  • "externalReferenceId": "89856556",
  • "accountId": "10252",
  • "accountType": "Loan",
  • "accountSubType": "Savings",
  • "systemOfRecords": "External",
  • "accountNumber": "95659895",
  • "currency": "USD",
  • "accountName": "xyz",
  • "masterGl": "string",
  • "enableOffset": "Yes",
  • "enableWire": "Yes",
  • "defaultOffset": "Yes",
  • "feeAccount": "Yes",
  • "returnAccount": "Yes",
  • "fboAccountNumber": "1122344",
  • "country": "UNITED STATES OF AMERICA",
  • "countryCode": "US",
  • "routingNumber": "101206101"
}
Response samples
application/json
{
  • "status": "Success",
  • "code": "ACC001",
  • "message": "Failed to update an account: <Reason>",
  • "data": {
    }
}