Set up Cross River
Customer Management
Onboard a customer API
3min
use cross river (cr) apis to manage your customer information (called a customer record) you need a customer record, for example, to open a deposit account or create a debit card customer management apis are found in the core module of our cos sandbox register with cross river apis action api call description onboard a customer post /core/v1/cm/customers creates a new customer record onboard a customer the customer record is the primary resource that contains customer information and supports the classification of personal or business once onboarded, a customer can be associated with one or more accounts some customer endpoints include a duediligence resource that may or may not be required when onboarding personal customers your assigned compliance liaison communicates requirements for any due diligence fields during your onboarding process associated webhook events event name description core customer onboarded new customer was onboarded core customer profile changed customer profile was changed core customer name changed customer name changed core customer cifnumber changed core customer address added customer address was added core customer address changed customer address was changed core customer address removed customer address was removed core customer phone added customer phone number was added core customer phone changed customer phone number was changed core customer phone removed customer phone number was removed core customer identification added customer identification was added core customer identification changed customer identification changed core customer identification removed customer identification was removed core customer email added customer email was added core customer email changed customer email was changed core customer email removed customer email was removed core customer ofac changed customer ofac scan resulted in a status change core customer pepscan changed customer pep scan resulted in a status change