Accelerate the person customer creation process by retrieving a dynamic configuration blueprint. This foundational template provides all available options—including office locations, staff assignments, products, and personal classifications—ensuring your application captures precisely the data required by your specific institution. By utilizing these pre-defined options, you ensure valid data entry and a seamless transition from registration to activation.
This template provides various options such as available offices, staff members, saving products, customer types, gender classifications, and address-related details.
How to Use Template Option IDs in Create Person Customer
The response from this API contains multiple *Options arrays (e.g., genderOptions, officeOptions, clientTypeOptions). Each option object includes an id field. These id values must be passed as the corresponding field values in the Create Person Customer request payload.
| Template Option Array | Pick the id from | Use as field in Create Customer |
|---|---|---|
officeOptions | officeOptions[].id | officeId |
genderOptions | genderOptions[].id | genderId |
clientTypeOptions | clientTypeOptions[].id | clientTypes[] |
clientClassificationOptions | clientClassificationOptions[].id | clientClassificationId |
clientOccupationOptions | clientOccupationOptions[].id | occupationId |
nationalityOptions | nationalityOptions[].id | nationalityId |
address.countryIdOptions | address.countryIdOptions[].id | address[].countryId |
address.stateProvinceIdOptions | address.stateProvinceIdOptions[].id | address[].stateProvinceId |
address.addressTypeIdOptions | address.addressTypeIdOptions[].id | address[].addressTypeId |
Example: If the template returns genderOptions with [{ "id": 634, "name": "Male" }, { "id": 635, "name": "Female" }], then to create a male person customer, pass "genderId": 634 in the Create Person Customer request body.