POST /beta/partner/customer/v1/update

The /beta/partner/customer/v1/update endpoint updates an existing end customer record.

Servers

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 client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

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 (YYYY-MM-DDTHH:mm:ssZ).

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 secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

redirect_uris[] Array No

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. 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.
  3. Click Test request to test run your request to the API and see the API's response.