POST /beta/partner/customer/v1/update
The /beta/partner/customer/v1/update endpoint updates an existing end customer record.
Servers
- https://production.plaid.com
- https://sandbox.plaid.com
Request headers
| Name | Type | Required | Description |
|---|---|---|---|
Content-Type |
String | Yes |
The media type of the request body.
Default value: "application/json" |
Request body fields
| Name | Type | Required | Description |
|---|---|---|---|
client_id |
String | No |
Your Plaid API |
end_customer_client_id |
String | Yes | |
questionnaires |
Object | No |
The questionnaires for the end customer. |
questionnaires.cra |
Object | No |
The CRA questionnaire for the end customer. |
questionnaires.cra.is_third_party_involved |
Boolean | No |
Denotes whether the third party is involved. |
questionnaires.cra.purposes |
Object | No |
A map of permissible purposes to their corresponding use cases. |
questionnaires.cra.purposes.EMPLOYMENT |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.EMPLOYMENT.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.INSURANCE_UNDERWRITING |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.INSURANCE_UNDERWRITING.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.WRITTEN_INSTRUCTION |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.WRITTEN_INSTRUCTION.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.EXTENSION_OF_CREDIT_OR_ACCOUNT_REVIEW |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.EXTENSION_OF_CREDIT_OR_ACCOUNT_REVIEW.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.LICENSE_ELIGIBILITY |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.LICENSE_ELIGIBILITY.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.BUSINESS_NEED_ACCOUNT_REVIEW |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.BUSINESS_NEED_ACCOUNT_REVIEW.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.BUSINESS_NEED_TRANSACTION |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.BUSINESS_NEED_TRANSACTION.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.purposes.RISK_ASSESSMENT |
Object | No |
The list of use cases associated with a given permissible purpose. |
questionnaires.cra.purposes.RISK_ASSESSMENT.use_cases[] |
Array | No |
List of use cases for the given permissible purpose. |
questionnaires.cra.is_technical_service_provider_involved |
Boolean | No |
Denotes whether the technical service provider is involved. |
legal_entity_name |
String | No | |
bank_addendum_acceptance |
Object | No |
The bank addendum acceptance for the end customer. |
bank_addendum_acceptance.customer_agreement_timestamp |
String | No |
The timestamp of when the end customer accepted the bank addendum in ISO 8601 format ( |
bank_addendum_acceptance.customer_accepted |
Boolean | No |
Denotes whether the end customer has accepted the bank addendum terms. |
bank_addendum_acceptance.customer_ip_address |
String | No |
The IP address of the end customer when they accepted the bank addendum. |
secret |
String | No |
Your Plaid API |
redirect_uris[] |
Array | No |
How to start integrating
- Add HTTP Task to your workflow definition.
- Search for the API you want to integrate with and click on the name.
- This loads the API reference documentation and prepares the Http request settings.
- Click Test request to test run your request to the API and see the API's response.