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

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

string

None.
Email

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

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

AddressDetails

None.
PostalAddress

Postal address

AddressDetails

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.