Add Customer Preferences

Configure default accounts and external accounts for a customer. These preferences determine which accounts are debited to settle exceptions received for that customer.

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Path Params
string
enum
required

Identifier type for the parent entity. Use id for the Passport-assigned reference ID or externalId for the program manager-assigned identifier.

Allowed:
string
required

The identifier value corresponding to the selected identifier type.

Body Params

Customer preference settings including default account configuration.

exceptionAccount
object

Details of preferences being set for exceptions.

refundAccount
object

Details of preferences being set for refunds.

recoveryAccount
object

Details of external account the customer has authorized to recover any exceptions that were processed from Program Manager’s account earlier.

settlementAccount
object

Details of Passport account the customer has authorized to receive external credits.

targetBalanceSweep
object

Details to enables automated fund transfers between Master and Sub-Accounts to maintain predefined target balances.

Headers
string
enum
required

Required. Set to NEVER for a synchronous response or ALWAYS for asynchronous processing.

Allowed:
Responses
200

Request completed successfully as expected.

400

The request could not be accepted by the Passport server due to a malformed syntax, which may be a missing required parameter or other syntactical error.

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