Account
It refers to the fundamental database structure of our system and consists of the unified account, sub account and financial holding.
This is an object representing a FinTech Automation account. It represents an organization or an individual that you are interacting with as part of your business operations. It serves as a central repository for storing information about customers, partners, competitors, or any other entities that your company engages with. It provides a structured way to store, organize, and track information about the companies you do business with
Account record type is a method of grouping accounts into distinct types or categories, which can then be treated differently in terms of data entry, processing, and user access.
Record TypeDepending on the financial institution and the services offered, we separate Accounts into four record types:
Household
,Individual Client
,Corporate Holding
,Corporate Client
1. Household
The specific account record type allows the system to aggregate the financial activities and resources of multiple individuals within the same household. It's a way to manage and monitor the flow of money in and out of a home, helping to maintain a clear understanding of the household's financial health
2. Individual Client
Individual client accounts provide a platform for individuals to manage their financial affairs in a way that aligns with their personal goals and circumstances. It empowers individuals to take control of their finances, make informed decisions, and work toward their financial aspirations
3. Corporate Client
Corporate Client refers to a business entity or organization that is a client or customer of another business, it includes financial activities and transactions under the corporate level
4. Corporate Holding
Individual client accounts provide a platform for individuals to manage their financial affairs in a way that aligns with their personal goals and circumstances. It empowers individuals to take control of their finances, make informed decisions, and work toward their financial aspirations
Account object
Field | Description | Type | Sample |
---|---|---|---|
id | Unique identifier for the object | string | acct_1032D82eZvKYlo2C |
name | account name | string | Alex Account |
type | account type | enum | |
email | An email address is associated with the account, It’s not used for authentication | string | [email protected] |
businessEmail | only business account email address | string | [email protected] |
accountNumber | system-generated account number | string | 10-1251235-123 |
accountStatus | account current status in the system | enum | Active |
recordTypeId | system supported business type | string | a005f00000A3ZR5AAN |
billingStreet | account billing street address | string | 1601 Elm St |
billingCity | account billing city name | string | Dallas |
billingState | account billing state abbreviation | string | TX |
billingZipcode | account billing zipcode | string | 75201 |
billingCountry | account billing country code | string | US |
shippingStreet | account shipping street address | string | 1601 Elm St |
shippingCity | account shipping city name | string | Dallas |
shippingState | account shipping state abbreviation | string | TX |
shippingZipcode | account shipping zipcode | string | 75201 |
shippingCountry | account shipping country code | string | US |
description | string | ||
isHighRisk | whether the account is high risk, compliance check if needed | boolean | true |
subRoutingNumber | sub routing number for payment & deposit | string | 152315081 |
subRoutingName | sub routing name for payment & deposit | string | Test Bank |
createTime | the time at which the account was created | datetime | 2022-01-31 16:39:08.000000 |
createBy | user id who create the account | string | a005f000007GWYrAAO |
Retrieve Account Endpoint
curl --compressed -X POST \
--location 'https://api-uat.accelerationcloud.com/api/v1/cores/unifi/accounts' \
--header 'Content-Type: application/json' \
--header 'Accept: */*' \
--header 'Authorization: Bearer eyJraWQiOiJEcW9zNkJJMnQyV0xGeDRWcEFUWmJwRW5uemNlcEtqc0RZd0o5azVvZF9VIiwiYWxnIjoiUlMyNTYifQ.eyJ2ZXIiOjEsImp0aSI6IkFULnpNWXYwR0hzeTlIYXhNVEJxbEdWYVBwRjRXVVVyeGVVZDluRFVFdVdybjQiLCJpc3MiOiJodHRwczovL2ZpbnRlY2hhdXRvbWF0aW9uc3NvLm9rdGFwcmV2aWV3LmNvbS9vYXV0aDIvYXVzM2JyenZic2trb1lkZmExZDciLCJhdWQiOiJhcGk6Ly90ZW5hbnQiLCJpYXQiOjE2OTM0MDE2NDgsImV4cCI6MTY5MzQwODg0OCwiY2lkIjoiMG9hOW5rOTVtMjF2YndtRlkxZDciLCJ1aWQiOiIwMHU5cGd4NXl0TFpQYmRzZjFkNyIsInNjcCI6WyJvcGVuaWQiXSwiYXV0aF90aW1lIjoxNjkzNDAxNjQ0LCJzdWIiOiJ0ZXN0QGVtYWlsLmNvbSIsImNsaWVudElkIjoiMG9hOW5rOTVtMjF2YndtRlkxZDcifQ.LbigEfDgLjlclp935HDVqutuSwOM-vnj_qPcpylMmnStuDnSnzY3Rj96VTziOwK6FsdTFbzOc0TzptoHF5JHGHpzwKMZaUHoOLQGVq0b0Kr0eemkQDIER-mTUydcBEWVfyTCic4oL9_xKAeCarvBieItDsejuglwMLK4EWuLxJ4FEFsjLo3nQtd3MeOPki530xbdVCLMcmgc4wZQu2wg44iDNny6xZvWK2Of2ti0H6jmw8YzPB0iYzrLn591bv3iG34wmKaLW-TU28xP_wHZVx8CrrjI9-TFfNw0vglXpKqiWO9oDErpuxT7eEfY0qB3c9Ni7ABnlUE2LUq_kVNCxA'
Updated 10 months ago