Customer management
APIs
Update profile
relevant webhooks for this endpoint be sure you have docid\ bn5xtgkjogbe ctwomcbs for this webhook docid\ rl8xmroegistybme y98d api reference updates the profile section of the customer record the profile includes customer banking relevant information { "name" "endpoint /core/v1/cm/customers/{id}/profile", "method" "put", "url" "https //sandbox crbcos com/core/v1/cm/customers/{id}/profile", "description" "", "tab" "examples", "examples" { "languages" \[ { "id" "xk0mdfrnuxtc3hlnjr8 m", "language" "curl", "code" "curl location request put 'https //sandbox crbcos com/core/v1/cm/customers/928668cc 27ca 4388 9754 b3ad0092be45/profile' \\\\\n header 'content type application/json' \\\\\n header 'authorization bearer ' \\\\\n data '{\n \\"rego\\" false,\n \\"politicallyexposedperson\\" false,\n \\"taxidtype\\" \\"ssn\\",\n \\"taxid\\" \\"874339497\\",\n \\"birthdate\\" \\"1972 11 08\\",\n \\"riskrating\\" \\"low\\",\n}\n'", "customlabel" "" }, { "id" "sfds9hmx9sui1 6gjyu5q", "language" "nodejs", "code" "var https = require('follow redirects') https;\nvar fs = require('fs');\n\nvar options = {\n 'method' 'put',\n 'hostname' 'sandbox crbcos com',\n 'path' '/core/v1/cm/customers/928668cc 27ca 4388 9754 b3ad0092be45/profile',\n 'headers' {\n 'content type' 'application/json',\n 'authorization' 'bearer \<token>'\n },\n 'maxredirects' 20\n};\n\nvar req = https request(options, function (res) {\n var chunks = \[];\n\n res on(\\"data\\", function (chunk) {\n chunks push(chunk);\n });\n\n res on(\\"end\\", function (chunk) {\n var body = buffer concat(chunks);\n console log(body tostring());\n });\n\n res on(\\"error\\", function (error) {\n console error(error);\n });\n});\n\nvar postdata = \\"{\\\r\\\n \\\\\\"rego\\\\\\" false,\\\r\\\n \\\\\\"politicallyexposedperson\\\\\\" false,\\\r\\\n \\\\\\"taxidtype\\\\\\" \\\\\\"ssn\\\\\\",\\\r\\\n \\\\\\"taxid\\\\\\" \\\\\\"874339497\\\\\\",\\\r\\\n \\\\\\"birthdate\\\\\\" \\\\\\"1972 11 08\\\\\\",\\\r\\\n \\\\\\"riskrating\\\\\\" \\\\\\"low\\\\\\",\\\r\\\n}\\\r\\\n\\";\n\nreq write(postdata);\n\nreq end();", "customlabel" "" }, { "id" "p2mgpaw9zbatwt2iiymg ", "language" "python", "code" "import http client\nimport json\n\nconn = http client httpsconnection(\\"sandbox crbcos com\\")\npayload = \\"{\\\r\\\n \\\\\\"rego\\\\\\" false,\\\r\\\n \\\\\\"politicallyexposedperson\\\\\\" false,\\\r\\\n \\\\\\"taxidtype\\\\\\" \\\\\\"ssn\\\\\\",\\\r\\\n \\\\\\"taxid\\\\\\" \\\\\\"874339497\\\\\\",\\\r\\\n \\\\\\"birthdate\\\\\\" \\\\\\"1972 11 08\\\\\\",\\\r\\\n \\\\\\"riskrating\\\\\\" \\\\\\"low\\\\\\",\\\r\\\n}\\\r\\\n\\"\nheaders = {\n 'content type' 'application/json',\n 'authorization' 'bearer \<token>'\n}\nconn request(\\"put\\", \\"/core/v1/cm/customers/928668cc 27ca 4388 9754 b3ad0092be45/profile\\", payload, headers)\nres = conn getresponse()\ndata = res read()\nprint(data decode(\\"utf 8\\"))", "customlabel" "" }, { "id" "yqqfbz14k1svsw c2e440", "language" "ruby", "code" "require \\"uri\\"\nrequire \\"net/http\"\n\nurl = uri(\\"https //sandbox crbcos com/core/v1/cm/customers/928668cc 27ca 4388 9754 b3ad0092be45/profile\\")\n\nhttps = net http new(url host, url port)\nhttps use ssl = true\n\nrequest = net http put new(url)\nrequest body = \\"{\\\r\\\n \\\\\\"rego\\\\\\" false,\\\r\\\n \\\\\\"politicallyexposedperson\\\\\\" false,\\\r\\\n \\\\\\"taxidtype\\\\\\" \\\\\\"ssn\\\\\\",\\\r\\\n \\\\\\"taxid\\\\\\" \\\\\\"874339497\\\\\\",\\\r\\\n \\\\\\"birthdate\\\\\\" \\\\\\"1972 11 08\\\\\\",\\\r\\\n \\\\\\"riskrating\\\\\\" \\\\\\"low\\\\\\",\\\r\\\n}\\"\n\nresponse = https request(request)\nputs response read body\n", "customlabel" "" }, { "id" "snqlzfgb vgsfcrmwkzv3", "language" "go", "code" "package main\n\nimport (\n \\"fmt\\"\n \\"strings\\"\n \\"net/http\"\n \\"io\\"\n)\n\nfunc main() {\n\n url = \\"https //sandbox crbcos com/core/v1/cm/customers/928668cc 27ca 4388 9754 b3ad0092be45/profile\\"\n method = \\"put\\"\n\n payload = strings newreader(`{`+\\"\n\\"+`\n \\"rego\\" false,`+\\"\n\\"+`\n \\"politicallyexposedperson\\" false,`+\\"\n\\"+`\n \\"taxidtype\\" \\"ssn\\",`+\\"\n\\"+`\n \\"taxid\\" \\"874339497\\",`+\\"\n\\"+`\n \\"birthdate\\" \\"1972 11 08\\",`+\\"\n\\"+`\n \\"riskrating\\" \\"low\\",`+\\"\n\\"+`\n}`)\n\n client = \&http client {\n }\n req, err = http newrequest(method, url, payload)\n\n if err != nil {\n fmt println(err)\n return\n }\n res, err = client do(req)\n if err != nil {\n fmt println(err)\n return\n }\n defer res body close()\n\n body, err = io readall(res body)\n if err != nil {\n fmt println(err)\n return\n }\n fmt println(string(body))\n}", "customlabel" "" } ], "selectedlanguageid" "xk0mdfrnuxtc3hlnjr8 m" }, "results" { "languages" \[ { "id" "zuoamzsuzjovanqserbuz", "language" "200", "code" "{\n \\"rego\\" false,\n \\"politicallyexposedperson\\" false,\n \\"enablebackupwithholding\\" false,\n \\"taxidtype\\" \\"ssn\\",\n \\"taxid\\" \\"874339497\\",\n \\"birthdate\\" \\"1972 11 08\\",\n \\"riskrating\\" \\"low\\"\n}", "customlabel" "" } ], "selectedlanguageid" "zuoamzsuzjovanqserbuz" }, "request" { "pathparameters" \[ { "name" "id", "kind" "required", "type" "string", "description" "the unique customer id for the onboarded customer this is a guid ", "" "required" } ], "queryparameters" \[], "headerparameters" \[], "bodydataparameters" \[ { "name" "rego", "kind" "required", "type" "boolean", "description" "pertains to loans issued to executive officers, directors, and principal shareholders of member banks true if the customer is one of them otherwise false \nthis attribute is not relevant for a business entity, but is required for an individual ", "" "pertains to loans issued to executive officers, directors, and principal shareholders of member banks true if the customer is one of them otherwise false \nthis attribute is not relevant for a business entity, but is required for an individual " }, { "name" "citizenshipcountrycode", "kind" "optional", "type" "string", "description" "country of citizenship (2 character iso code)", "" "country of citizenship (2 character iso code)" }, { "name" "politicallyexposedperson", "kind" "optional", "type" "boolean", "description" "politically exposed person (pep) true if pep, otherwise false \nthis attribute is not relevant for a business entity, but is required for an individual ", "" "optional" }, { "name" "enablebackupwithholding", "kind" "optional", "type" "boolean", "description" "enable to allow withholding taxes on interest earned true when enabled, otherwise false ", "" "boolean" }, { "name" "backupwithholdingpercent", "kind" "optional", "type" "number", "description" "if backup withholding is enabled, the percentage to withhold taxes on interest earned", "" "number" }, { "name" "taxidtype", "kind" "required", "type" "string", "description" "tax id type for the entity \n ssn (social security number)\n ein (employer identification number)\n itin (individual tax id number)\n vat (international vat number)\n foreign (non us domestic)", "" "required" }, { "name" "taxid", "kind" "required", "type" "string", "description" "tax id number 9 character minimum 20 character maximum ", "" "required" }, { "name" "birthdate", "kind" "optional", "type" "string", "description" "date of birth in the format \\"yyyy mm dd\\" \nthis attribute is not relevant for a business entity ", "" "date of birth in the format \\"yyyy mm dd\\" \nthis attribute is not relevant for a business entity " }, { "name" "dateformed", "kind" "optional", "type" "string", "description" "date when legal entity was formed in the format \\"yyyy mm dd\\" \nnot relevant for an individual ", "" "date when legal entity was formed in the format \\"yyyy mm dd\\" \nnot relevant for an individual " }, { "name" "entitytype", "kind" "optional", "type" "string", "description" "business entity legal classification also called customer entity type ", "" "business entity legal classification also called customer entity type " }, { "name" "riskrating", "kind" "required", "type" "string", "description" "customer risk rating \nlow, medium, high", "" "required" }, { "name" "ownershiptype", "kind" "optional", "type" "string", "description" "exempt, excluded, nonprofit, legalentity\nnot relevant for an individual, required for a business entity", "" "optional" }, { "name" "primaryownercustomerid", "kind" "optional", "type" "string", "description" "customer id of the primary owner of a business account \nthis id is in guid format ", "" "customer id of the primary owner of a business account \nthis id is in guid format " }, { "name" "parententityid", "kind" "optional", "type" "string", "description" "the business customer related to the customer being created used when a customer is a sole proprietorship or doing dba \nthis id is in guid format ", "" "the business customer related to the customer being created used when a customer is a sole proprietorship or doing dba \nthis id is in guid format " }, { "name" "dateofdeath", "kind" "optional", "type" "string", "description" "indicates the date of a customer's passing, should that occur in the format \\"yyyy mm dd\\" ", "" "indicates the date of a customer's passing, should that occur in the format \\"yyyy mm dd\\" " }, { "name" "privacyoptout", "kind" "optional", "type" "boolean", "description" "customer opts out of information sharing true when the customer opts out, otherwise false ", "" "customer opts out of information sharing true when the customer opts out, otherwise false " } ], "formdataparameters" \[] }, "currentnewparameter" { "label" "body parameter", "value" "bodydataparameters" }, "response" \[ { "name" "rego", "kind" "optional", "type" "boolean", "description" "pertains to loans issued to executive officers, directors, and principal shareholders of member banks true if the customer is one of them otherwise false \nthis attribute is not relevant for a business entity ", "children" \[] }, { "name" "citizenshipcountrycode", "kind" "optional", "type" "string", "description" "country of citizenship (2 character iso code)", "children" \[] }, { "name" "politicallyexposedperson", "kind" "optional", "type" "boolean", "description" "politically exposed person (pep) true if pep, otherwise false \nthis attribute is not relevant for a business entity ", "children" \[] }, { "name" "enablebackupwithholding", "kind" "optional", "type" "boolean", "description" "enable to allow withholding taxes on interest earned true when enabled, otherwise false ", "children" \[] }, { "name" "backupwithholdingpercent", "kind" "optional", "type" "number", "description" "if backup withholding is enabled, the percentage to withhold taxes on interest earned", "children" \[] }, { "name" "taxidtype", "kind" "optional", "type" "string", "description" "tax id type for the entity \n ssn\n ein\n itin\n vat\n foreign", "children" \[] }, { "name" "taxid", "kind" "optional", "type" "string", "description" "tax id number 9 character minimum 20 character maximum ", "children" \[] }, { "name" "birthdate", "kind" "optional", "type" "string", "description" "date of birth in the format \\"yyyy mm dd\\" \nthis attribute is not relevant for a business entity ", "children" \[] }, { "name" "dateformed", "kind" "optional", "type" "string", "description" "date when legal entity was formed in the format \\"yyyy mm dd\\" \nnot relevant for an individual ", "children" \[] }, { "name" "entitytype", "kind" "optional", "type" "string", "description" "business entity legal classification also called customer entity type ", "children" \[] }, { "name" "riskrating", "kind" "optional", "type" "string", "description" "customer risk rating \nlow, medium, high", "children" \[] }, { "name" "ownershiptype", "kind" "optional", "type" "string", "description" "exempt, excluded, nonprofit, legalentity", "children" \[] }, { "name" "primaryownercustomerid", "kind" "optional", "type" "string", "description" "customer id of the primary owner of a business account \nthis id is in guid format ", "children" \[] }, { "name" "parententityid", "kind" "optional", "type" "string", "description" "the business customer related to the customer being created used when a customer is a sole proprietorship or doing dba \nthis id is in guid format ", "children" \[] }, { "name" "dateofdeath", "kind" "optional", "type" "string", "description" "indicates the date of a customer's passing, should that occur in the format \\"yyyy mm dd\\" ", "children" \[] }, { "name" "privacyoptout", "kind" "optional", "type" "boolean", "description" "customer opts out of information sharing true when the customer opts out, otherwise false ", "children" \[] } ] }