Skip to content

Instantly share code, notes, and snippets.

@adejorosam
Last active October 31, 2024 11:32
Show Gist options
  • Save adejorosam/2bf390b8264f19c59aacbec917e38394 to your computer and use it in GitHub Desktop.
Save adejorosam/2bf390b8264f19c59aacbec917e38394 to your computer and use it in GitHub Desktop.
investment account creation
const payload = {
clientId,
branchId,
productId,
mgmtType: 'SELF',
accountUsage: 'LIVE',
accountLabel:
user.user_type === UserType.Individual
? `${user.first_name || ''} ${user.last_name} (securities)`
: `${user.organization_name || ''} (securities)`,
directCashSettlement: false,
autoApprove: true,
};
corporateRequestBody
{
"clientType": "clientType_value",
"autoApprove": true,
"businessStructure": "PRIVATE_CORPORATION",
"username": "user_primary_email_address_value",
"email": "user_primary_email_address_value",
"mobileNo": "user_mobile_phone_no_value",
"valuationCurrency": "NGN",
"groupId": "clientGroupObj_id_value",
"address": [
{
"type": "PRIMARY",
"addressLine1": "user_address_street_value",
"city": "user_address_city_value",
"state": "user_address_state_cd_value",
"postCode": "101233",
"country": "NGA"
}
],
"contact": [
{
"role": "INDV_OWNER_or_BENEFICIAL_OWNER",
"maritalStatus": "SINGLE",
"gender": "MALE_or_FEMALE",
"title": "user_title_cd_value_or_OTHER_TITLES",
"firstName": "user_first_name_value",
"lastName": "user_last_name_value",
"email": "user_primary_email_address_value",
"mobileNo": "user_mobile_phone_no_value",
"grantLoginAccess": true,
"birthDate": "formatted_user_birth_date_value",
"address": {
"type": "PRIMARY",
"addressLine1": "user_address_street_value",
"city": "user_address_city_value",
"state": "user_address_state_cd_value",
"postCode": "101233",
"country": "NGA"
}
},
{
"role": "NEXT_OF_KIN",
"maritalStatus": "SINGLE",
"gender": "user_next_of_kin_gender_cd_value_or_NA",
"title": "OTHER_TITLES",
"firstName": "next_of_kin_first_name_second_word",
"lastName": "next_of_kin_first_name_first_word",
"email": "user_next_of_kin_email_address_value",
"mobileNo": "user_next_of_kin_telephone_value",
"grantLoginAccess": false,
"birthDate": "formatted_next_of_kin_date_of_birth_value",
"address": {
"type": "PRIMARY",
"addressLine1": "user_next_of_kin_address_street_value",
"city": "user_address_city_value",
"state": "user_address_state_cd_value",
"postCode": "101233",
"country": "NGA"
}
}
]
}
Individual
{
"clientType": "clientType_value",
"autoApprove": true,
"username": "user_primary_email_address_value",
"email": "user_primary_email_address_value",
"mobileNo": "user_mobile_phone_no_value",
"valuationCurrency": "NGN",
"groupId": "clientGroupObj_id_value",
"address": [
{
"type": "PRIMARY",
"addressLine1": "user_address_street_value",
"city": "user_address_city_value",
"state": "user_address_state_cd_value",
"postCode": "101233",
"country": "NGA"
}
],
"contact": [
{
"role": "INDV_OWNER_or_BENEFICIAL_OWNER",
"maritalStatus": "SINGLE",
"gender": "MALE_or_FEMALE",
"title": "user_title_cd_value_or_OTHER_TITLES",
"firstName": "user_first_name_value",
"lastName": "user_last_name_value",
"email": "user_primary_email_address_value",
"mobileNo": "user_mobile_phone_no_value",
"grantLoginAccess": true,
"birthDate": "formatted_user_birth_date_value",
"address": {
"type": "PRIMARY",
"addressLine1": "user_address_street_value",
"city": "user_address_city_value",
"state": "user_address_state_cd_value",
"postCode": "101233",
"country": "NGA"
}
}
]
}
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment