Enum Value | Description |
---|
UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENT | Update portfolio enrollment for an account |
UPDATE_ACCOUNT_STATUS | Change account status |
Property | Type | Required | Description |
---|
sourceAccountId | string | Yes | Account identifier |
sourcePortfolioId | string | Yes | Portfolio identifier |
In this example, the portfolio enrollment for account 77fd857d
is being assigned to portfolio afa2r21
.
{
"UPDATE_ACCOUNT_PORTFOLIO_ENROLLMENT": {
"sourceAccountId": "77fd857d",
"sourcePortfolioId": "afa2r21"
}
}
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 |
In this example, account 77fd857d
is being updated to CLOSED
.
{
"UPDATE_ACCOUNT_STATUS": {
"sourceAccountId": "77fd857d",
"status": "CLOSED",
"accountCloseDate": "2023-05-18"
}
}