POST api/account/advisor/{advisorID}
Update an advisor account
Request Information
URI Parameters
Name | Description | Type | Additional information |
---|---|---|---|
advisorID | integer |
Required |
Body Parameters
AdvisorAccountUpdateName | Description | Type | Additional information |
---|---|---|---|
BranchID |
Branch ID of the advisor |
integer |
None. |
AdvisorTeamID |
Advisor team ID of the advisor |
integer |
None. |
AdvisorName |
Advisor account name |
string |
String length: inclusive between 0 and 100 |
ExternalRef |
External reference. An identifier of account in front office systems. Synonymous with 'Advisor Code' |
string |
String length: inclusive between 0 and 100 |
Status |
Status can be set to Suspended to trigger account closure |
enAdvisorStatus |
None. |
Persons |
List of persons associated with the advisor account. Required for persons that are to access via TPP portal, or if persons are to receive contracts / statements |
Collection of AdvisorPersonLink |
None. |
Request Formats
application/json, text/json
{ "BranchID": 1000, "AdvisorTeamID": 2688, "AdvisorName": "a109098", "ExternalRef": "258970", "Status": 3, "Persons": [ { "PersonID": 105896, "AccessType": 1, "IsPrincipal": true }, { "PersonID": 105897, "AccessType": 1, "IsPrincipal": false } ] }
application/xml, text/xml
<AdvisorAccountUpdate xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns:x="http://www.w3.org/2001/XMLSchema" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account"> <BranchID i:type="x:int" xmlns="">1000</BranchID> <AdvisorTeamID i:type="x:int" xmlns="">2688</AdvisorTeamID> <AdvisorName i:type="x:string" xmlns="">a109098</AdvisorName> <ExternalRef i:type="x:string" xmlns="">258970</ExternalRef> <Status xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.Utilities" i:type="d2p1:enAdvisorStatus" xmlns="">Suspended</Status> <Persons xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.Contracts.Services.Account" i:type="d2p1:ArrayOfAdvisorPersonLink" xmlns=""> <d2p1:AdvisorPersonLink> <d2p1:AccessType>NormalAccess</d2p1:AccessType> <d2p1:IsPrincipal>true</d2p1:IsPrincipal> <d2p1:PersonID>105896</d2p1:PersonID> </d2p1:AdvisorPersonLink> <d2p1:AdvisorPersonLink> <d2p1:AccessType>NormalAccess</d2p1:AccessType> <d2p1:IsPrincipal>false</d2p1:IsPrincipal> <d2p1:PersonID>105897</d2p1:PersonID> </d2p1:AdvisorPersonLink> </Persons> </AdvisorAccountUpdate>
Response Information
Resource Description
AdvisorAccountUpdateResultName | Description | Type | Additional information |
---|---|---|---|
AdvisorID |
TPP identifier of updated advisor |
integer |
None. |
Response Formats
application/json, text/json
{ "AdvisorID": 109126 }
application/xml, text/xml
<AdvisorAccountUpdateResult xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account"> <AdvisorID>109126</AdvisorID> </AdvisorAccountUpdateResult>
Error Response Information
Resource Description
BadRequestResultName | Description | Type | Additional information |
---|---|---|---|
Errors | Collection of Error |
None. |
Error Response Formats
application/json, text/json
{ "Errors": [ { "Code": 1, "Description": "sample string 1" }, { "Code": 1, "Description": "sample string 1" } ] }
application/xml, text/xml
<BadRequestResultOfenAdvisorUpdateErrorYd1IcMMv xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.ErrorResponse"> <Errors> <ErrorOfenAdvisorUpdateErrorYd1IcMMv> <Code>InvalidRequest</Code> <Description>sample string 1</Description> </ErrorOfenAdvisorUpdateErrorYd1IcMMv> <ErrorOfenAdvisorUpdateErrorYd1IcMMv> <Code>InvalidRequest</Code> <Description>sample string 1</Description> </ErrorOfenAdvisorUpdateErrorYd1IcMMv> </Errors> </BadRequestResultOfenAdvisorUpdateErrorYd1IcMMv>