Update customer

Update an existing customer information

SecurityoAuth2
Request
path Parameters
customerUID
required
string

Customer unique identifier associated with the customer in the Finzly's CRM system

Request Body schema: application/json
required

Customer details

legalName
string

Customer's legal name

customerId
string

Customer Id assigned by the user.

customerType
string

Type of customer

Enum: "Corporate" "Consumer" "Financial Institution" "Downstream Partner" "Processing Org"
taxId
string <= 10 characters

Tax ID / TIN/SSN

lei
string^[A-Z0-9]{4}00[A-Z0-9]{12}[0-9]{2}$

Legal Entity Identifier (LEI) used for accounting and tax purposes. It must be unique across all customers. The value must follow the ISO 17442 standard: a 20-character alphanumeric format.

swiftCode
string

SWIFT code

language
string

Suported language

emailAddress
string

Customer Email Address

phoneNumber
string

Customer's Phone number

faxNumber
string

Customer's fax number

webSite
string

Customer's website

logoUrl
string

Customer's logo url

linkedinUrl
string

Customer's LinkedIn profile URL

twitterUrl
string

Customer's twitter url

object (UpdateCustomerAddress)
mailAddressSameAsLegal
boolean
object (UpdateCustomerAddress)
relationshipType
string

Optional field. This will be auto-populated based on the customer type.

Enum: "customer" "bank" "thirdparty" "self"
partnerOrgShortName
string

This is shortname of the partner org. This is required if the relationshipType is Third Party optional otherwise

costCenter
string

Cost Center code is an optional field. If it is not provided, the default cost center will be taken from the relation.

relationshipManager
string

Relationship manager name. It needs to be a valid user login id in the system

originatingOfficer
string

Originating Officer name. Its needs to be a valid user login id in the system

parentEntityShortName
string

This is shortname of the parent org

object (CustomerAdditonalProfileDetails)
note
string
object (LegalEntityAccessSettings)
Array of objects (CustomerAppLimit)
Responses
200

Successfully processed request

400

bad input parameter environment

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

405

bad input parameter environment

500

Something went wrong on back end.

503

Service unavailable

default

Customer details with newly created ID

put/v2/customers/{customerUID}
Request samples
application/json
{
  • "legalName": "ABC Bank",
  • "customerId": "CUST123",
  • "customerType": "Corporate",
  • "taxId": "123456789",
  • "lei": "5493001KJTIIGC8Y1R12",
  • "swiftCode": "BOFAUS3N",
  • "language": "English",
  • "emailAddress": "abc@abc.com",
  • "phoneNumber": "123-124-9877",
  • "faxNumber": "123-124-9877",
  • "webSite": "http://www.finzly.com",
  • "logoUrl": "https://www.google.com/images/branding/googlelogo/2x/googlelogo_color_92x30dp.png",
  • "linkedinUrl": "https://www.linkedin.com/company/finzly",
  • "twitterUrl": "https://twitter.com/finzly",
  • "legalAddress": {
    },
  • "mailAddressSameAsLegal": true,
  • "mailingAddress": {
    },
  • "relationshipType": "Customer",
  • "partnerOrgShortName": "ABC",
  • "costCenter": "123123121",
  • "relationshipManager": "testuser",
  • "originatingOfficer": "testuser",
  • "parentEntityShortName": "ParentEntity",
  • "additionalProfileDetails": {
    },
  • "note": "string",
  • "legalEntityAccessSettings": {
    },
  • "limits": [
    ]
}
Response samples
application/json
{
  • "status": "Success",
  • "code": "string",
  • "message": "string",
  • "data": [
    ]
}