Inputs (Array of Accounts to update)
Name | Type | Description | Mandatory | Available from version | Additional information | ||||
---|---|---|---|---|---|---|---|---|---|
BrickId | Guid | This is the unique id of the account that should be updated | Yes | ||||||
OwnerAccountLabel | string | This is the label/title of the account. | |||||||
AccountStatus | int? | 1=Open 2=Closed 4=Hidden (hidden on customer front end) The value given here will be used to update the database | |||||||
AllocationProfile | Guid? | This is the unique id of an allocation profile record. | |||||||
ExternalReference | string | The value given here will be used to update the database | |||||||
RequestReference | string | An external reference that's provided by the requester. Can be used to map the returned BrickId on requesters side. | |||||||
InsuranceOwner | Guid? | Only available if addon Insurance Accounts is enabled. | 2.07 | ||||||
Insured | Guid? | Only available if addon Insurance Accounts is enabled. | 2.07 | ||||||
InsurancePayer | Guid? | Only available if addon Insurance Accounts is enabled. | 2.07 | ||||||
ContactLegalEntity | Guid? | 2.07 | |||||||
CustomFields | Object[] | Array of CustomFields | 2.09 | ||||||
FirstPaymentAge | Integer | The age of the person when the first payout should start | 2.09 | ||||||
FirstPaymentDate | DateTime | First date for payout | 2.09 | ||||||
PaymentIntervalKey | String | Interval for payouts | 2.09 | ||||||
PaymentLength | Integer | Number of total payouts | 2.09 | ||||||
Payouts | Integer | Number of payouts that has been processed | 2.09 | ||||||
PayoutsLeft | Integer | Remaining number of payouts | 2.09 | ||||||
HighWaterMark | Decimal | High water mark for account | 2.12 | ||||||
ResellerNo | string | Customer number of the reseller that is to be accosiated with the account | 2.14 | ||||||
DecisionMaker | Guid | DecisionMaker for account. DecisionMaker is a reference to a LegalEntity in BFS | 2.19 | ||||||
LockedStatusKey | String | Must be one of these values: Open, LockedAdmin, LockedPartner, LockedFront | 2.23 | ||||||
IBAN | string | The International bank account number. | 2.30 | ||||||
IsSubjectToContinuousInvestmentAdvice | bool | A flag that marks an account where continuous investment advice is given. This is used when reporting K-Factor values for securities firms among other things. The K-Factor Reporting App is available in our Marketplace. | 2.36 | CustodianBrickId | Guid? | This is the unique id of an custodian. | 2.39 | ||
CounterpartyAccountType | CounterpartyAccountType? | CounterpartyAccountType is an enum, which can be: Intermediary or Issuer. To be able to update CounterpartyAccountType on the account, the account type needs to be CounterpartyAccount. | 2.38 | ||||||
CustodianBrickId | Guid? | This is the unique id of an custodian. | 2.41 |
Outputs
Name | Type | Description | Available from version |
---|---|---|---|
Entities | Array | All accounts in the request is returned along with each accounts BrickId, OwnerAccountLabel, AccountStatus,AllocationProfile,ExternalReference,RequestReference and array of Errors per account |
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