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CustomerAccountUpdateType

Enum Value Description
UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENT Update portfolio enrollment for an account
UPDATE_ACCOUNT_STATUS Change account status

UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENT parameters

Property Type Required Description
sourceAccountId string Yes Account identifier
sourcePortfolioId string Yes Portfolio identifier
Example

In this example, the portfolio enrollment for account 77fd857d is being assigned to portfolio afa2r21.

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{
    "UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENT": {
        "sourceAccountId": "77fd857d",
        "sourcePortfolioId": "afa2r21"
    }
}

UPDATE_ACCOUNT_STATUS parameters

Property Type Required Description
sourceAccountId string Yes Account identifier
status AccountStatus Yes Updated account status
accountCloseDate string Yes, if status is being updated to CLOSED Date account was closed, if applicable
Example

In this example, account 77fd857d is being updated to CLOSED.

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{
    "UPDATE_ACCOUNT_STATUS": {
        "sourceAccountId": "77fd857d",
        "status": "CLOSED",
        "accountCloseDate": "2023-05-18"
    }
}