POST api/account/advisor/{advisorID}
Update an advisor account
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| advisorID | integer |
Required |
Body Parameters
AdvisorAccountUpdate| Name | 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
AdvisorAccountUpdateResult| Name | 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
BadRequestResult| Name | 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>