POST api/account/advisor/{advisorID}

Update an advisor account

Request Information

URI Parameters

NameDescriptionTypeAdditional information
advisorID

integer

Required

Body Parameters

AdvisorAccountUpdate
NameDescriptionTypeAdditional 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

Sample:
{
  "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

Sample:
<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
NameDescriptionTypeAdditional information
AdvisorID

TPP identifier of updated advisor

integer

None.

Response Formats

application/json, text/json

Sample:
{
  "AdvisorID": 109126
}

application/xml, text/xml

Sample:
<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
NameDescriptionTypeAdditional information
Errors

Collection of Error

None.

Error Response Formats

application/json, text/json

Sample:
{
  "Errors": [
    {
      "Code": 1,
      "Description": "sample string 1"
    },
    {
      "Code": 1,
      "Description": "sample string 1"
    }
  ]
}

application/xml, text/xml

Sample:
<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>