Inputs (Array of Persons to update)

Name	Type	Description	Mandatory	Available from version

Name	Type	Description	Mandatory	Available from version
BrickId	Guid	This is the unique id of the person that should be updated	Yes
IsNaturalPerson	bool	Tells whether the legal entity is a natural person or not. (True = Natural person, False = Legal person). Replaces the Gender property.	Yes	2.14
IsApproved	Boolean	Change whether the person is approved or not
FirstName	string	New first name of person
MiddleNames	string	New middle names of person		2.10
LastName	string	New last name of person		2.10
Gender	string	Value should be Male, Female, Company		Removed from 2.14
Title	string	Value should be Miss, Mr, Ms, Dr, Mrs		Removed from 2.14
UserName	string	New username		2.10
Email	string	New Email of the person		2.10
Comment	string	New comment on the person		2.10
PhoneHome	string	New phone number to the persons home		2.10
PhoneMobile	string	New phone number to the persons mobile phone		2.10
PhoneWork	string	New phone number to the persons work		2.10
PassportNumber	string	The passport number of the Legal Entity
IsFundEntity	bool	If the Legal Entity is categorized as an investment fund. An investment fund can have a relationship to a fund company that manages the fund.
IsFundCompany	bool	If the Legal Entity is categorized as a fund company. A fund company can have a relationship to fund entities which it manages.
IsTaxPayer	bool	If true the Legal Entity will be subject to tax reporting and tax withholding		2.10
IsApprovedForStructs	bool	If the Legal Entity is approved for investing in structured products		2.10
IsVerified	bool	If the Legal Entity is verified according to Know Your Customer regulations		2.10
IsIssuer	bool	If the Legal Entity is categorized as issuer.
SectorNACE	string	Only used for Legal Entities that has IsIssuer set to true.
GroupCode	string	Only used for Legal Entities that has IsIssuer set to true.
ExternalRating	string	Only used for Legal Entities that has IsIssuer set to true.
RatingAgency	string	Only used for Legal Entities that has IsIssuer set to true.
InstrumentTypesString	int[]	Only used for Legal Entities that has IsIssuer set to true. This is the instrument types the issuer can issue. For information about which number to use: InstrumentTypes.
AddressStreet	string	The street of the persons address		2.10
AddressCity	string	The city in the persons address		2.10
AddressZip	string	The zip code in the persons address		2.10
AddressCO	string	The c/o of the persons address		2.10
Department	string	The name of the department of the person		2.10
Country	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2		2.10
TaxCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2		2.10
PostageAddressStreet	string	The postage street of the persons address		2.10
PostageAddressCity	string	The postage city in the persons address		2.10
PostageAddressZip	string	The postage zip code in the persons address		2.10
PostageAddressCO	string	The postage c/o of the persons address		2.10
PostageAddressDepartment	string	The name of the postage department of the person		2.10
PostageAddressCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2		2.10
ExternalReference	string	The external reference that can be used for a Legal Entity to for example link the Legal Entity to an external system with the id of the Legal Entity in the external system		2.10
CustomFields	object[]	CustomFields is an array of CustomField objects. Each CustomField consists of two strings, FieldName and Value. There are no datatypes associated with these properties, they are just a way for api-users to add custimized data to the object.
LEI	string	The Legal Entity Identifier that should be used for companies when performing TRS2 reporting		2.11
TRSId	string	The TRS identification code that should be used for natural persons when performing TRS2 reporting		2.11
TRSCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2, though only certain countries are available. See GetTRSCountries.		2.11
TRSIdType	string	The id type for TRS reporting regarding natural persons. Can be either NID, PASSPORT or CONCAT.		2.11
TRSManualHandling	bool	Tells whether the person should have Manual handling in the TRS reporting or not.		2.11
IsProfessional	bool	Tells whether the person is a professonal investor in the TRS reporting or not.		2.11
MifidOk	bool	Tells whether the person is compliant for MIFID II or not.		2.11
IsPEP	bool	Tells whether the person is a politically exposed person or not.		2.11
BranchCountry	string	According to ISO-standard here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2		2.11
DefaultCompany	Guid	The company where the person is employed.		2.11
ResellerNo	string	Customer number of the reseller that is to be accosiated with the person		2.14
WhiteLabel	Guid	Id of WhiteLabel that person belong to
HasCustomerProtectionData	bool	True if customer has ProtectedData, in Mifid2 application		2.17
IsCounterParty	bool	True if Legal Entity is CounterParty		2.19
CustomerCashAccount	Guid	Used on Legal Entitys that is FundEntity		2.19
FundCompany	Guid	FundCompany for the person		2.19
PersonalNumber	string	Personal number for the person
KycDate	DateTime	The KycDate reflects the date when Know Your Customer information was captured from a LegalEntity		2.23
GIIN	string	GIIN (global intermediary identification number) of a Legal Entity		2.24
ResellerAccount	Guid	The BrickIds of the accounts used for the advisor to receive fees as described here How to work with advisors and fees		2.25
RiskValue	decimal	RiskValue for the person		2.25
LegalJurisdiction	string	The LegalJurisdiction for the person.		2.28
BirthDate	DateTime	The BirthDate of the person.		2.28
ParentCompany	Guid	The BrickId of a relating LegalEntity that is a parent company. Both the related and the relating LegalEntity must be companies with "IsNaturalPerson = true".		2.30
IsCustodian	bool	Whether the person is a custodian or not.		2.31
TINs	TIN[]	Array of TIN objects. A TIN object has the following properties: TINNumber (string) TINCountryCode (string). The TINCountryCode is in the format of alpha-2 (SE, US etc).		2.41
IsTerminated	bool	Whether the person is deactivated or not.		2022-12-07
ForcePasswordReset	bool	True if the user has to change their password.		2024-04-03
TaxRate	double	Tax rate for the person (This is a simplified value used in insurances, this has nothing to do with Tax Management )		2024-09-25

Outputs

Name	Type	Description	Available from version

Name	Type	Description	Available from version
Entities	Array	All persons in the request is returned along with each persons BrickId, IsApproved, FirstName, IsFundEntity, IsFundCompany and array of Errors per person

Code examples

C# - Get all account types from a BFS instance

  //Update a person methodvar 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.UpdatePersons(new BFSServiceReference.UpdatePersonsRequest()
{
    Credentials = credentials,
    identify = bfsidentifier, //Identifier is a unique token for your instance of BFS
    Fields = new UpdatePersonFields()
    {
      IsApproved  = true,     
    },
    Entities = new []
    {
      new UpdateAccount()
      {
          BrickId = bnpersonid,
          IsApproved  = true,        
      },
    },
     
});
foreach (var c in response.Entities)
{
    Console.WriteLine(c.BrickId + "," + c.IsApproved + "," + response.Message);
}

Blog stream

Create a blog post to share news and announcements with your team and company.