updateParty

POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/updateParty

This method is used to update fields related to a particular individual party record in Transact API. The Party ID must be specified as a request parameter to update the record.

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer Key
partyId	yes	integer	Party ID that is generated by the API when an individual party is created (createParty)
domicile	no	conditional	Is the party a U.S. Citizen, U.S. Resident, or non-resident
firstName	no	string	Party's First Name
middleInitial	no	string	Party's Middle Initial
lastName	no	string	Party's Last Name
socialSecurityNumber	no	string	The Party's Full SSN ( xxx-xx-xxxx )
dob	no	string	The Party's Date of Birth (MM-DD-YYYY)
primCountry	no	string	The country in which the Party's physical address resides
primAddress1	no	string	The Party's physical address, line 1
primAddress2	no	string	The Party's physical address, line 2
primCity	no	string	The city of the Party's physical address
primState	no	string	The state in which the party’s primary residence is located (must be two letter abbreviated form). Use the value “NOUS” for addresses outside the United States.
primZip	no	string	Zip code
emailAddress	no	string	Party's contact email address
emailAddress2	no	string	Party's contact email address
phone	no	integer	Party's contact phone number
phone2	no	integer	Party's contact phone number
occupation	no	string	Party's occupation
associatedPerson	no	conditional	Yes or No - Is the party associated with a broker dealer?
empCountry	no	string	Employer country
empAddress1	no	string	Employer address 1
empAddress2	no	string	Employer address 2
empCity	no	string	Employer city
empState	no	string	Employer state
empZip	no	string	Employer zip
empName	no	string	Employer name
invest_to	no	conditional	0 - I will be investing for myself 1 - I will be investing on behalf of another person or entity"
currentAnnIncome	no	integer	Party's current annual income
avgAnnIncome	no	integer	Party's average income over the past 2 years
currentHouseholdIncome	no	integer	Party's household income
avgHouseholdIncome	no	integer	Party's average household income
householdNetworth	no	integer	Household net worth
KYCstatus	no	conditional	Know Your Customer(KYC) Status: Pending, Auto Approved, Manually Approved, Disapproved. Default status is "Pending"
AMLstatus	no	conditional	Anti-Money Laundering(AML) Status: Pending, Auto Approved, Manually Approved, Disapproved. Default status is "Pending"
AMLdate	no	string	Date of Anti-Money Laundering(AML) status update from the default "Pending" status
tags	no	string	Up to 10 tags, comma separated. Generally completed in the Admin interface or with question-based tag generation
updatedIpAddress	no	integer	IP Address associated with the createParty method call
notes	no	string	Free form text for any notes that need to be added to the party
empStatus	no	conditional	Select any one employee status (eg: Employed, Not Employed, Retired, Student)
field1	no	string	Additional information relating to the party. Custom Field 1
field2	no	string	Additional information relating to the party. Custom Field 2
field3	no	string	Additional information relating to the party. Custom Field 3

Sample Request

cURL

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/updateParty
 -d developerAPIKey=somedeveloperkey
 -d clientID=someclientid
 -d partyId=P98542
 -d domicile=U.S. citizen
 -d firstName=John
 -d middleInitial=D
 -d lastName=Smith
 -d socialSecurityNumber=112-22-3333
 -d dob=28-02-1975
 -d primCountry=USA
 -d primAddress1=PEACHTREE PLACE
 -d primAddress2=TREE PLACE
 -d primCity=Atlanta
 -d primState=GA
 -d primZip=30318
 -d [email protected]
 -d [email protected]
 -d phone=11223364585
 -d phone2=9876543210
 -d occupation=Developer
 -d associatedPerson=Yes
 -d invest_to=0
 -d empStatus=Employed
 -d empName=Name
 -d empCountry=USA
 -d empAddress1=PEACHTREE PLACE
 -d empAddress2=PEACHTREE PLACE
 -d empCity=Atlanta
 -d empState=GA
 -d empZip=30318
 -d currentAnnIncome=200000
 -d avgAnnIncome=200000
 -d currentHouseholdIncome=200000
 -d avgHouseholdIncome=200000
 -d householdNetworth=200000
 -d KYCstatus=Pending
 -d AMLstatus=Pending
 -d AMLdate=02-15-2016
 -d tags=tags
 -d updatedIpAddress=10.0.0.111
 -d field1=some text
 -d field2=some text
 -d field3=some text
 -d notes=Notes Added

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
partyId	integer	Unique identifier code for the party

Sample Response

{
	"statusCode": "101",
	"statusDesc": "Ok",
	"partyDetails": [true, [{
		"partyId": "P39944",
		"KYCstatus": "Pending",
		"AMLstatus": "Pending"
	}]]
}

Test it Yourself!