Error codes: customer management
overview this page provides comprehensive error code information for the customer management api, including error codes, descriptions, and resolution guidance based on actual codebase analysis error response format { "errors" \[ { "code" 1213, "message" "entityname not allowed for classification" } ] } error codes by category customer classification validation (1200 1225) validation errors related to customer profile and classification requirements code description resolution 1200 dateformed required include dateformed field in the request for business entities 1201 dateformed cannot be in the future provide a dateformed date that is today or in the past 1202 birthdate required include birthdate field in the request for individual customers 1203 birthdate cannot be in the future provide a birthdate that is today or in the past 1204 entityname required include entityname field for business customers 1205 firstname not allowed for classification remove firstname field; not applicable to this customer classification 1206 middlename not allowed for classification remove middlename field; not applicable to this customer classification 1207 lastname not allowed for classification remove lastname field; not applicable to this customer classification 1208 prefix not allowed for classification remove prefix field; not applicable to this customer classification 1209 suffix not allowed for classification remove suffix field; not applicable to this customer classification 1210 preferredname not allowed for classification remove preferredname field; not applicable to this customer classification 1211 firstname required include firstname field in the request for individual customers 1212 lastname required include lastname field in the request for individual customers 1213 entityname not allowed for classification remove entityname field; only applicable to business customers 1214 name required include customer name information (firstname/lastname or entityname based on classification) 1215 politicallyexposedperson required include politicallyexposedperson field for individual customers 1216 politicallyexposedperson not allowed for classification remove politicallyexposedperson field; only applicable to individual customers 1217 birthdate not allowed for classification remove birthdate field; only applicable to individual customers 1218 dateformed not allowed for classification remove dateformed field; only applicable to business entities 1219 rego required include rego (regulation o) status for applicable customers 1220 rego not allowed for classification remove rego field; not applicable to this customer classification 1221 primaryownercustomerid required include primaryownercustomerid for entity customers 1222 primaryownercustomerid not allowed for classification remove primaryownercustomerid; only applicable to entity customers 1223 entitytype not allowed for classification remove entitytype field; not applicable to this customer classification 1224 ownershiptype not allowed for classification remove ownershiptype field; not applicable to this customer classification 1225 taxidtype not allowed for classification remove taxidtype field; not applicable to this customer classification customers (2200 2226) errors related to customer profile management and relationships code description resolution 2200 customer not found verify the customer id is correct; check if customer exists using get /customers/{id} docid\ x36ga61ofefcqbnmug0ss 2201 customer not active customer must be in active status for this operation 2202 entity not active entity customer must be active for this operation 2203 address not active address must be in active status; verify address status 2204 cannot remove primary address mark a different address as primary before removing this address 2205 dateformed required include dateformed field for business entities 2206 dateformed cannot be in the future provide a dateformed date that is today or in the past 2207 birthdate required include birthdate field for individual customers 2208 birthdate cannot be in the future provide a birthdate that is today or in the past 2209 primary owner customer not found verify primary owner customer id is correct and customer exists 2210 primary owner customer not active primary owner customer must be active 2211 primary owner customer must be a person primary owner must be an individual customer, not a business entity 2212 entity and primary owner must be under same partner ensure entity and primary owner are both associated with the same partner 2213 entity and primary owner must be different customers primary owner cannot be the same as the entity customer 2214 entity customer must be a business entity classification requires business customer type 2215 owner customer not found verify owner customer id is correct and customer exists 2216 owner customer not active owner customer must be active 2217 owner customer must be a person owner must be an individual customer, not a business entity 2218 entity and owner customers must be under same partner ensure entity and owner are both associated with the same partner 2219 entity and owner must be different customers owner cannot be the same as the entity customer 2220 owner relationship already exists for entity customer this owner relationship already exists; cannot create duplicate 2221 unable to deactivate customer due to established account relationship(s) remove or deactivate all account relationships before deactivating customer 2222 partner not found or is inactive verify partner id is correct and partner is active 2223 an active customer with this tax id already exists for partner active customer with this tax id already exists; use existing customer or provide different tax id 2224 cannot remove primary identification mark a different identification as primary before removing this one 2225 cannot remove primary phone mark a different phone number as primary before removing this one 2226 invalid customer entity type provide a valid customer entity type relationships (2525 2534) errors related to customer account relationship management error code description resolution 2525 relationship not found verify the relationship id is correct; check if relationship exists 2526 relationship not active relationship must be active for this operation 2527 primary relationship cannot be removed mark a different relationship as primary before removing this one 2528 relationship not allowed for account type this relationship type is not permitted for this account type 2529 relationshiptype not allowed for account classification this relationship type is not permitted for this account classification 2530 istaxreportingowner cannot be enabled for relationship type tax reporting owner flag is not supported for this relationship type 2531 customer must be classified as a person this operation requires an individual customer, not a business entity 2532 customer relationship already exists relationship between this customer and account already exists 2533 customer must be under same partner as account ensure customer and account belong to the same partner 2534 customer must be cleared for ofac prior to creating relationship complete ofac screening before creating account relationship