CustomerAccountUpdateType

Enum ValueDescription
UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENTUpdate portfolio enrollment for an account
UPDATE_ACCOUNT_STATUSChange account status

UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENT parameters

PropertyTypeRequiredDescription
sourceAccountIdstringYesAccount identifier
sourcePortfolioIdstringYesPortfolio identifier
Example

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

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

UPDATE_ACCOUNT_STATUS parameters

PropertyTypeRequiredDescription
sourceAccountIdstringYesAccount identifier
statusAccountStatusYesUpdated account status
accountCloseDatestringYes, if status is being updated to CLOSEDDate account was closed, if applicable
Example

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

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