createLink

This method is used to link an account(createAccount) to a party (either individual or entity) or to another account.

Request Parameters

ParameterRequiredTypeDescription
clientIDyesstringTransactAPI Client ID
developerAPIKeyyesstringTransactAPI Developer Key
firstEntryTypeyesstringThe first entry type for createLink is an Account
firstEntryyesconditionalAccount ID to be linked to an Entity or Individual Party or another Account
relatedEntryTypeyesstringThe second entry type for createLink: Account, IndivACParty, or EntityACParty
relatedEntryyesconditionalAccount ID or individual/entity party ID to be linked to the account(first entry)
linkTypeyesconditionalLink description: owner, manager, member, officer, director, spouse, beneficiary, trustee, custodian, parentco, subsidiary, other, acgroup,advisor,attorney,proxy
notesnostringDescribe relationship between parties
primary_valueyesconditionalYes/No - you should enter either 1 (yes) or 0 (no)

Sample Request

curl -k -X PUT https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/createLink
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d firstEntryType=Account
-d firstEntry=A56465
-d relatedEntryType=IndivACParty
-d relatedEntry=P12345
-d primary_value=0
-d linkType=member
-d notes=Notes

Response Parameters

ParameterTypeDescription
statusCodestringAPI Status Code
statusDescstringAPI Status Description
linkIdintegerUnique identifier code for the link

Sample Response

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "linkDetails": [
    true,
    [
      {
        "id": "11"
      }
    ]
  ]
}

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