POST api/person/client-person

Create new person account

Request Information

URI Parameters

None.

Body Parameters

ClientPersonCreation
NameDescriptionTypeAdditional information
BrandID

Brand ID of new person

integer

Required

Username

Username for new person. Required for persons that are to access via TPP websites

string

None.

Salutation

Salutation of new person. Mandatory unless agreed upon with TPP

Salutation

None.

FirstName

First name of new person

string

Required

LastName

Last name of new person

string

Required

DOB

Date of Birth. Unless agreed with TPP, this field is required for both client and adviser persons

Date

None.

Email

Email address.

string

None.

Phonemobile

Mobile phone number. Unless agreed with TPP, one of Phonemobile, Phonehome or Phonework is required for both client and adviser persons

string

None.

Phonehome

Home phone number. Unless agreed with TPP, one of Phonemobile, Phonehome or Phonework is required for both client and adviser persons

string

None.

Phonework

Work phone number. Unless agreed with TPP, one of Phonemobile, Phonehome or Phonework is required for both client and adviser persons

string

None.

Fax

Fax number.

string

None.

ContactPreference

Person's contact preference. Unless agreed with TPP, this field is required for both client and adviser persons

enContactPreference

None.

TFN

Tax file number

string

String length: inclusive between 0 and 24

TFNExemptionType

Tax file number exemption reason if no tax file number

enTaxExemptionCode

None.

PhonePassword

Password used to identify person over the phone. Unless agreed with TPP, this field is required for client persons but is not required for adviser persons

string

None.

ResidentialAddress

Home address. Destination of posted contract notes, if Postal Address not supplied.

Address

None.

PostalAddress

Postal address. Destination of posted contract notes.

Address

None.

IdentificationType

Identification type for person. Unless agreed with TPP, this field is required for both client and adviser persons

enIdentificationType

None.

Identification

Identification value. Unless agreed with TPP, this field is required for both client and adviser persons

string

None.

IdentificationStateOfIssue

Issue state. Mandatory where IdentificationType is DriverLicense and "DL card number required" setting is active on the person brand.

enIdentificationStateOfIssue

None.

IdentificationCardNo

Card number. Mandatory where IdentificationType is DriverLicense and "DL card number required" setting is active on the person brand and state of issue matches against the states selected in the platform setting.

string

None.

Employer

Employer name

string

None.

Occupation

Occupation of person

string

None.

Externalreference

Reference used to identify the person in an external system.

string

None.

FATCACRS

Details of foreign tax residences for accounts of individual and joint persons

Collection of FATCACountryDetail

None.

Request Formats

application/json, text/json

Sample:
{
  "BrandID": 1,
  "Username": "johnsmith",
  "Salutation": "Mr",
  "FirstName": "John",
  "LastName": "Smith",
  "DOB": "1990-2-7",
  "Email": "johnsmith@sample.com",
  "Phonemobile": "0418 888 999",
  "Phonehome": "",
  "Phonework": "",
  "Fax": "",
  "ContactPreference": 4,
  "TFN": "81854402",
  "TFNExemptionType": null,
  "PhonePassword": "1234",
  "ResidentialAddress": {
    "Address1": "TPP PTY LTD,",
    "Address2": "LEVEL 20",
    "Address3": "GOVERNOR PHILIP TOWER",
    "Address4": "1 FARRER PLACE",
    "Suburb": "SYDNEY",
    "State": "NSW",
    "Postcode": "2000",
    "Country": "AUSTRALIA"
  },
  "PostalAddress": null,
  "IdentificationType": 1,
  "Identification": "123123A",
  "IdentificationStateOfIssue": 1,
  "IdentificationCardNo": "487596",
  "Employer": "TPP",
  "Occupation": "QA Engineer",
  "Externalreference": "125930",
  "FATCACRS": [
    {
      "Country": "AUS",
      "TIN": "123456",
      "TINExemption": null
    },
    {
      "Country": "USA",
      "TIN": null,
      "TINExemption": 3
    },
    {
      "Country": "GBR",
      "TIN": null,
      "TINExemption": 2
    }
  ]
}

application/xml, text/xml

Sample:
<ClientPersonCreation xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Person">
  <BrandID>1</BrandID>
  <ContactPreference>EmailAddress</ContactPreference>
  <DOB xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.Utilities" />
  <Email>johnsmith@sample.com</Email>
  <Employer>TPP</Employer>
  <Externalreference>125930</Externalreference>
  <FATCACRS xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account">
    <d2p1:FATCACountryDetail>
      <d2p1:Country>AUS</d2p1:Country>
      <d2p1:TIN>123456</d2p1:TIN>
      <d2p1:TINExemption i:nil="true" />
    </d2p1:FATCACountryDetail>
    <d2p1:FATCACountryDetail>
      <d2p1:Country>USA</d2p1:Country>
      <d2p1:TIN i:nil="true" />
      <d2p1:TINExemption>CountryNotRequireTIN</d2p1:TINExemption>
    </d2p1:FATCACountryDetail>
    <d2p1:FATCACountryDetail>
      <d2p1:Country>GBR</d2p1:Country>
      <d2p1:TIN i:nil="true" />
      <d2p1:TINExemption>IndividualNotIssuedTIN</d2p1:TINExemption>
    </d2p1:FATCACountryDetail>
  </FATCACRS>
  <Fax></Fax>
  <FirstName>John</FirstName>
  <Identification>123123A</Identification>
  <IdentificationCardNo>487596</IdentificationCardNo>
  <IdentificationStateOfIssue>NSW</IdentificationStateOfIssue>
  <IdentificationType>DriverLicence</IdentificationType>
  <LastName>Smith</LastName>
  <Occupation>QA Engineer</Occupation>
  <PhonePassword>1234</PhonePassword>
  <Phonehome></Phonehome>
  <Phonemobile>0418 888 999</Phonemobile>
  <Phonework></Phonework>
  <PostalAddress xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account" i:nil="true" />
  <ResidentialAddress xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Account">
    <d2p1:Address1>TPP PTY LTD,</d2p1:Address1>
    <d2p1:Address2>LEVEL 20</d2p1:Address2>
    <d2p1:Address3>GOVERNOR PHILIP TOWER</d2p1:Address3>
    <d2p1:Address4>1 FARRER PLACE</d2p1:Address4>
    <d2p1:Country>AUSTRALIA</d2p1:Country>
    <d2p1:Postcode>2000</d2p1:Postcode>
    <d2p1:State>NSW</d2p1:State>
    <d2p1:Suburb>SYDNEY</d2p1:Suburb>
  </ResidentialAddress>
  <Salutation xmlns:d2p1="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Utilities" />
  <TFN>81854402</TFN>
  <TFNExemptionType i:nil="true" />
  <Username>johnsmith</Username>
</ClientPersonCreation>

Response Information

Resource Description

New Person ID and Activation URL

ClientPersonCreationResult
NameDescriptionTypeAdditional information
PersonID

Person ID created

integer

None.

Response Formats

application/json, text/json

Sample:
{
  "PersonID": 12345
}

application/xml, text/xml

Sample:
<ClientPersonCreationResult xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.Person">
  <PersonID>12345</PersonID>
</ClientPersonCreationResult>

Error Response Information

Resource Description

New Person ID and Activation URL

BadRequestResult
NameDescriptionTypeAdditional information
Errors

Collection of Error

None.

Error Response Formats

application/json, text/json

Sample:
{
  "Errors": [
    {
      "Code": 10000,
      "Description": "sample string 1"
    },
    {
      "Code": 10000,
      "Description": "sample string 1"
    }
  ]
}

application/xml, text/xml

Sample:
<BadRequestResultOfenInternalServerErrorfgC7BQoW xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.ErrorResponse">
  <Errors>
    <ErrorOfenInternalServerErrorfgC7BQoW>
      <Code>Salutation</Code>
      <Description>sample string 1</Description>
    </ErrorOfenInternalServerErrorfgC7BQoW>
    <ErrorOfenInternalServerErrorfgC7BQoW>
      <Code>Salutation</Code>
      <Description>sample string 1</Description>
    </ErrorOfenInternalServerErrorfgC7BQoW>
  </Errors>
</BadRequestResultOfenInternalServerErrorfgC7BQoW>