Search and filter customers based on various criteria like legal name, status, KYC status, dates, and balances
Search criteria for filtering customers
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{- "partnerId": "string",
- "customerUID": "string",
- "legalName": "xyz 123",
- "masterAccountNumber": "xyz 123",
- "createdDateFrom": "2019-08-24",
- "createdDateTo": "2019-08-24",
- "lastUpdatedDateFrom": "2019-08-24",
- "lastUpdatedDateTo": "2019-08-24",
- "balanceFrom": 0,
- "balanceTo": 0,
- "kycStatus": [
- "Approved",
- "Pending"
], - "status": [
- "Active",
- "Suspended"
]
}{- "data": [
- {
- "customerUID": "string",
- "legalName": "string",
- "customerId": "string",
- "customerType": "Corporate",
- "federalTaxId": "string",
- "legalAddress": {
- "addressLine1": "111 My Street",
- "addressLine2": "Suite 210",
- "city": "Charlotte",
- "state": "North Carolina",
- "postalCode": "28269",
- "countryCode": "US.",
- "country": "United States"
}, - "mailingAddress": {
- "addressLine1": "111 My Street",
- "addressLine2": "Suite 210",
- "city": "Charlotte",
- "state": "North Carolina",
- "postalCode": "28269",
- "countryCode": "US.",
- "country": "United States"
}, - "mailingAddressSameAsLegalAddress": true,
- "emailAddress": "user@example.com",
- "phoneNumber": "string",
- "kycStatus": "Approved",
- "status": "Active",
- "createdOn": "11/13/2025 12:45:10",
- "lastUpdatedOn": "11/13/2025 12:45:10",
- "submittedBy": "string"
}
], - "pagination": {
- "totalRecords": 100,
- "totalPages": 10,
- "pageReturned": 2,
- "pageSize": 10
}
}