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 | ||
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 | ||
DiscountGroupId | Guid? | This is the id of a discount group if the account belongs to such Fee Management | |||
MustCover | bool | If set to true the account will not be allowed to go into negative balance. This can be read about here and in the GUI it is called Prevent Overdraft. |
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 |
//Update an account with the UpdateAccount method var client = new BFSServiceReference.bfsapiSoapClient(); var credentials = new BFSServiceReference.Credentials() { UserName = bfsusername, //Username of administrative user in your instance of BFS Password = bfspassword, //Password of the administrative user in your instance of BFS }; var response = client.UpdateAccounts(new BFSServiceReference.UpdateAccountsRequest() { Credentials = credentials, identify = bfsidentifier, //Identifier is a unique token for your instance of BFS Fields = new UpdateAccountFields() { OwnerAccountLabel = true, }, Entities = new [] { new UpdateAccount() { BrickId = bnuseraccountid, OwnerAccountLabel = "Test2", }, }, }); foreach (var c in response.Entities) { Console.WriteLine(c.BrickId + "," + c.OwnerAccountLabel + "," + response.Message); } |