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Change Customer Personal Details
REST API
Use the Customer endpoint of Customer Services API to change customer’s details such as FirstName, MiddleName, LastName, Title, DateOfBirth, Gender
.
PUT https://<ServerURL>/CustomerServices/v1.0/customers/{customerId}
AccountReferenceNo & ExternalAccountReferenceNo are replaced by CustomerId to uniquely identify the exact customer to be updated
Possible enumerators for Gender are "male", "female", "unspecified", "non-binary"
SOAP WS
Use the UpdateClientDetails call to update the customer’s Personal details. Only the attributes that are required to change need to be set in the request. As long as the other attributes are not set and are passed effectively as null, the currently recorded values will remain.
Sample Request Message
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:deb="Debitsuccess.WebServices.WCF" xmlns:deb1="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core"> <soapenv:Header/> <soapenv:Body> <deb:UpdateClientDetails> <deb:request> <deb1:User> <deb1:Password>#vhtest1</deb1:Password> <deb1:Username>vhtest</deb1:Username> </deb1:User> <deb1:AccountReferenceNo>vhtest888994</deb1:AccountReferenceNo> <deb1:CustomerDetail> <deb1:DateOfBirth>1988-10-06</deb1:DateOfBirth> <deb1:FirstName>Joe</deb1:FirstName> <deb1:Gender>Male</deb1:Gender> <deb1:LastName>A</deb1:LastName> <deb1:MiddleName>k</deb1:MiddleName> <deb1:Title>Mr</deb1:Title> </deb1:CustomerDetail> </deb:request> </deb:UpdateClientDetails> </soapenv:Body> </soapenv:Envelope>
Sample Response Message
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"> <s:Header> <ActivityId CorrelationId="6c3b44c1-bf97-43b1-b5c2-9edc62069959" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">00000000-0000-0000-0000-000000000000</ActivityId> </s:Header> <s:Body> <UpdateClientDetailsResponse xmlns="Debitsuccess.WebServices.WCF"> <UpdateClientDetailsResult xmlns:a="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core" xmlns:i="http://www.w3.org/2001/XMLSchema-instance"> <a:DateCreated>2020-06-09T18:03:03.5992395+12:00</a:DateCreated> <a:Id>31f9d28a-7b80-4779-a141-5722d8ce8438</a:Id> <a:ResponseNotes> <a:ResponseMessageNote> <a:Code>00</a:Code> <a:Note>Success</a:Note> <a:NoteType>Info</a:NoteType> </a:ResponseMessageNote> </a:ResponseNotes> <a:Status>Succeed</a:Status> </UpdateClientDetailsResult> </UpdateClientDetailsResponse> </s:Body> </s:Envelope>
Change Customer Email
REST API
Use the EmailAddress endpoint of Customer Services API to change the customer’s email address.
PUT https://<ServerURL>/CustomerServices/v1.0/customers/{customerId}/emailAddresses/{emailAddressId}
customerId and emailAddressId are being used to uniquely identify the exact address to be updated
AccountReferenceNo & ExternalAccountReferenceNo are replaced by CustomerId and EmailAddressId to uniquely identify the email to be updated
EmailName is added as a new field that can be updated
Preferred is replaced by IsPrimary (i.e. possible value is True only. False is not allowed)
Notes: Each Customer can only have 1 email with IsPrimary=1. All other email (if customer has multiple email addresses) will have IsPrimary = 0. Updating an email address to isPrimary =1 will reset all existing email addresses belong to same the customer to IsPrimary=0. Email address is not allowed to be updated to IsPrimary=0 via this RestFul API
SOAP WS
The UpdateClientEmailAddress call is used to update Customers email address.
Sample Request Message
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:deb="Debitsuccess.WebServices.WCF" xmlns:deb1="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core"> <soapenv:Header/> <soapenv:Body> <deb:UpdateClientEmailAddress> <deb:request> <deb1:DateCreated>2020-09-22</deb1:DateCreated> <deb1:Id>333</deb1:Id> <deb1:RequestInitiator>Kin333</deb1:RequestInitiator> <deb1:User> <deb1:Id>33333</deb1:Id> <deb1:Password>#Password</deb1:Password> <deb1:Username>Username</deb1:Username> </deb1:User> <deb1:AccountReferenceNo>DEA2884487</deb1:AccountReferenceNo> <deb1:ExternalAccountReferenceNo></deb1:ExternalAccountReferenceNo> <deb1:EmailAddress> <deb1:Id>123</deb1:Id> <deb1:Preferred>true</deb1:Preferred> <deb1:EmailAddress>Do@iteshi.masu</deb1:EmailAddress> </deb1:EmailAddress> </deb:request> </deb:UpdateClientEmailAddress> </soapenv:Body> </soapenv:Envelope>
Sample Response Message
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"> <s:Header> <ActivityId CorrelationId="b08725f5-2a1b-4e3f-8cce-de6caca22b0f" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">00000000-0000-0000-0000-000000000000</ActivityId> </s:Header> <s:Body> <UpdateClientEmailAddressResponse xmlns="Debitsuccess.WebServices.WCF"> <UpdateClientEmailAddressResult xmlns:a="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core" xmlns:i="http://www.w3.org/2001/XMLSchema-instance"> <a:DateCreated>2020-09-22T13:45:52.9801649+12:00</a:DateCreated> <a:Id>7faa60f4-1491-4620-8e17-c752512c62c1</a:Id> <a:ResponseNotes> <a:ResponseMessageNote> <a:Code>00</a:Code> <a:Note>Success</a:Note> <a:NoteType>Info</a:NoteType> </a:ResponseMessageNote> </a:ResponseNotes> <a:Status>Succeed</a:Status> </UpdateClientEmailAddressResult> </UpdateClientEmailAddressResponse> </s:Body> </s:Envelope>
Change Customer Address
REST API
Use the Address endpoint of Customer Services API to change the customer’s address.
PUT https://<ServerURL>/CustomerServices/v1.0/customers/{customerId}/addresses/{addressId}
customerId and addressId are being used to uniquely identify the exact address to be updated
Street is replaced by AddressLine1
Locality is replaced by AddressLine2
Country is replaced by CountryISOCode (i.e 3 characters)
Preferred is replaced by IsPrimary (i.e. possible value is True only. False is not allowed)
Notes: Each Customer can only have 1 address with IsPrimary=1. All other AddressType will have IsPrimary = 0. Updating an address to isPrimary =1 will reset all existing addresses belong to same the customer to IsPrimary=0. The address is not allowed to be updated to IsPrimary=0 via this RestFul API
SOAP WS
The UpdateClientAddress call is used to add new address details to a customer. Always enter the full address record in this call to update an address. If an address is already present of the same type, the original address will be marked as previous and held in the account history.
Sample Request Message
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:deb="Debitsuccess.WebServices.WCF" xmlns:deb1="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core"> <soapenv:Header/> <soapenv:Body> <deb:UpdateClientAddress> <deb:request> <deb1:DateCreated>2020-09-22</deb1:DateCreated> <deb1:Id>333</deb1:Id> <deb1:RequestInitiator>Kin333</deb1:RequestInitiator> <deb1:User> <deb1:Id>33333</deb1:Id> <deb1:Password>#Password</deb1:Password> <deb1:Username>Username</deb1:Username> </deb1:User> <deb1:AccountReferenceNo>DEA2884487</deb1:AccountReferenceNo> <deb1:ExternalAccountReferenceNo></deb1:ExternalAccountReferenceNo> <deb1:NewAddress> <deb1:Id>123</deb1:Id> <deb1:Preferred>false</deb1:Preferred> <deb1:AddressType>Physical</deb1:AddressType> <deb1:City>Melbourne</deb1:City> <deb1:Country>Australia</deb1:Country> <deb1:Locality>street 2 point</deb1:Locality> <deb1:Postcode>5432</deb1:Postcode> <deb1:State>Victoria</deb1:State> <deb1:Street>Vic street 1234</deb1:Street> <deb1:Suburb>Notre</deb1:Suburb> </deb1:NewAddress> </deb:request> </deb:UpdateClientAddress> </soapenv:Body> </soapenv:Envelope>
Sample Response Message
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"> <s:Header> <ActivityId CorrelationId="4056b287-2e18-4c54-abd1-046b2986cc88" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">00000000-0000-0000-0000-000000000000</ActivityId> </s:Header> <s:Body> <UpdateClientAddressResponse xmlns="Debitsuccess.WebServices.WCF"> <UpdateClientAddressResult xmlns:a="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core" xmlns:i="http://www.w3.org/2001/XMLSchema-instance"> <a:DateCreated>2020-09-22T13:52:30.3748174+12:00</a:DateCreated> <a:Id>b6432fd6-23d9-4820-81a8-9c073fbc1c58</a:Id> <a:ResponseNotes> <a:ResponseMessageNote> <a:Code>00</a:Code> <a:Note>Success</a:Note> <a:NoteType>Info</a:NoteType> </a:ResponseMessageNote> </a:ResponseNotes> <a:Status>Succeed</a:Status> </UpdateClientAddressResult> </UpdateClientAddressResponse> </s:Body> </s:Envelope>
Change Customer Phone Number
REST API
Use the Phone Number endpoint of Customer Services API to add a new customer phone number.
PUT https://<ServerURL>/CustomerServices/v1.0/customers/{customerId}/phoneNumbers/{phoneNumberId}
customerId and phoneNumberId are being used to uniquely identify the exact address to be updated
AccountReferenceNo & ExternalAccountReferenceNo are replaced by CustomerId and PhoneNumberId to uniquely identify the phone number to be updated
STDCode is renamed to areaCode
Preferred is renamed to IsPrimary (i.e. possible value is True only. False is not allowed)
Notes: Each Customer can only have 1 phone number with IsPrimary=1. All other phone numbers (if customer has multiple phone numbers) will have IsPrimary = 0. Updating a phone number to isPrimary =1 will reset all existingphone numbers belong to same the customer to IsPrimary=0. Phone number is not allowed to be updated to IsPrimary=0 via this RestFul API
SOAP WS
The UpdateClientPhoneNumber is used to add a new phone number to the customer. The full phone number record must be set in the API, except for the Name
and StdCode
field where it is optional (name is required only for Emergency phone type). If a phone number is already present of the same type, the original phone number will be marked as previous and held in the account history.
Sample Request Message
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:deb="Debitsuccess.WebServices.WCF" xmlns:deb1="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core"> <soapenv:Header/> <soapenv:Body> <deb:UpdateClientPhoneNumber> <deb:request> <deb1:DateCreated>2020-09-22</deb1:DateCreated> <deb1:Id>333</deb1:Id> <deb1:RequestInitiator>Kin333</deb1:RequestInitiator> <deb1:User> <deb1:Id>33333</deb1:Id> <deb1:Password>#Password</deb1:Password> <deb1:Username>Username</deb1:Username> </deb1:User> <deb1:AccountReferenceNo>DEA2884487</deb1:AccountReferenceNo> <deb1:ExternalAccountReferenceNo></deb1:ExternalAccountReferenceNo> <deb1:PhoneNumber> <deb1:Preferred>true</deb1:Preferred> <deb1:CountryCode>Aus</deb1:CountryCode> <deb1:Number>333333333</deb1:Number> <deb1:PhoneNumberType>Emergency</deb1:PhoneNumberType> </deb1:PhoneNumber> </deb:request> </deb:UpdateClientPhoneNumber> </soapenv:Body> </soapenv:Envelope>
Sample Request Message
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/"> <s:Header> <ActivityId CorrelationId="8011fbee-38c5-495f-a99e-ff7d04576d0b" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">00000000-0000-0000-0000-000000000000</ActivityId> </s:Header> <s:Body> <UpdateClientPhoneNumberResponse xmlns="Debitsuccess.WebServices.WCF"> <UpdateClientPhoneNumberResult xmlns:a="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core" xmlns:i="http://www.w3.org/2001/XMLSchema-instance"> <a:DateCreated>2020-09-22T14:00:07.1197872+12:00</a:DateCreated> <a:Id>d2d33b2d-c8a6-43cb-a783-9fdce0758d53</a:Id> <a:ResponseNotes> <a:ResponseMessageNote> <a:Code>00</a:Code> <a:Note>Success</a:Note> <a:NoteType>Info</a:NoteType> </a:ResponseMessageNote> </a:ResponseNotes> <a:Status>Succeed</a:Status> </UpdateClientPhoneNumberResult> </UpdateClientPhoneNumberResponse> </s:Body> </s:Envelope>
Related Articles
-
Page:UpdateClientAddress — Allows you to update a customer’s address details.
-
Page:UpdateClientDetails — Allows you to update a customer’s name, date of birth, and gender details.
-
Page:UpdateClientEmailAddress — Allows you to update a customer’s email address.
-
Page:UpdateClientPhoneNumber — Allows the customer’s phone number to be updated.
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