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customers.yaml
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220 lines (219 loc) · 6.59 KB
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post:
summary: Add a new customer
description: >-
Register a new customer in the system with an account identifier and bank account
information
operationId: createCustomer
tags:
- Customers
security:
- BasicAuth: []
requestBody:
required: true
content:
application/json:
schema:
$ref: ../../components/schemas/customers/CustomerCreateRequestOneOf.yaml
examples:
individualCustomer:
summary: Create an individual customer
value:
customerType: INDIVIDUAL
platformCustomerId: ind-9f84e0c2
fullName: Jane Smith
birthDate: '1990-01-15'
nationality: US
businessCustomer:
summary: Create a business customer
value:
customerType: BUSINESS
platformCustomerId: biz-acme-001
businessInfo:
legalName: Acme Corporation
doingBusinessAs: Acme
country: US
registrationNumber: '5523041'
incorporatedOn: '2018-03-14'
entityType: LLC
taxId: 47-1234567
countriesOfOperation:
- US
businessType: FINANCE_AND_INSURANCE
purposeOfAccount: Payout to contractors
sourceOfFunds: Funds derived from customer payments for software services
expectedMonthlyTransactionCount: 100_TO_500
expectedMonthlyTransactionVolume: 100K_TO_1M
expectedRecipientJurisdictions:
- US
- MX
address:
line1: 123 Market Street
line2: Suite 400
city: San Francisco
state: CA
postalCode: '94105'
country: US
responses:
'201':
description: Customer created successfully
content:
application/json:
schema:
$ref: ../../components/schemas/customers/CustomerOneOf.yaml
'400':
description: Bad request
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error400.yaml
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error401.yaml
'409':
description: Conflict - Customer with the UMA address already exists
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error409.yaml
'500':
description: Internal service error
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error500.yaml
'501':
description: Not implemented
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error501.yaml
get:
summary: List customers
description: >
Retrieve a list of customers with optional filtering parameters. Returns all
customers that match
the specified filters. If no filters are provided, returns all customers
(paginated).
operationId: listCustomers
tags:
- Customers
security:
- BasicAuth: []
parameters:
- name: platformCustomerId
in: query
description: Filter by platform-specific customer identifier
required: false
schema:
type: string
- name: customerType
in: query
description: Filter by customer type
required: false
schema:
$ref: ../../components/schemas/customers/CustomerType.yaml
- name: createdAfter
in: query
description: Filter customers created after this timestamp (inclusive)
required: false
schema:
type: string
format: date-time
- name: createdBefore
in: query
description: Filter customers created before this timestamp (inclusive)
required: false
schema:
type: string
format: date-time
- name: updatedAfter
in: query
description: Filter customers updated after this timestamp (inclusive)
required: false
schema:
type: string
format: date-time
- name: updatedBefore
in: query
description: Filter customers updated before this timestamp (inclusive)
required: false
schema:
type: string
format: date-time
- name: limit
in: query
description: Maximum number of results to return (default 20, max 100)
required: false
schema:
type: integer
minimum: 1
maximum: 100
default: 20
- name: cursor
in: query
description: Cursor for pagination (returned from previous request)
required: false
schema:
type: string
- name: umaAddress
in: query
description: Filter by uma address
required: false
schema:
type: string
- name: isIncludingDeleted
in: query
description: Whether to include deleted customers in the results. Default is false.
required: false
schema:
type: boolean
responses:
'200':
description: Successful operation
content:
application/json:
schema:
type: object
required:
- data
- hasMore
properties:
data:
type: array
description: List of customers matching the filter criteria
items:
$ref: ../../components/schemas/customers/CustomerOneOf.yaml
hasMore:
type: boolean
description: Indicates if more results are available beyond this page
nextCursor:
type: string
description: >-
Cursor to retrieve the next page of results (only present if
hasMore is true)
totalCount:
type: integer
description: >-
Total number of customers matching the criteria (excluding
pagination)
'400':
description: Bad request - Invalid parameters
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error400.yaml
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error401.yaml
'500':
description: Internal service error
content:
application/json:
schema:
$ref: ../../components/schemas/errors/Error500.yaml