UpdateAccounts

Inputs (Array of Accounts to update)

Name

Type

Description

Mandatory

Available from version

Additional information

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

CustomFields[]

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

Decision Maker

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 https://bricknode.atlassian.net/wiki/spaces/KB/pages/2716205087 App is available in our Marketplace.



2.36



Outputs

Name

Type

Description

Available from version

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



Code examples

C# - Update an account title
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29  //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); }