Account

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 Type

Depending 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

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'