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Update Consumer Information

Update Consumer – Required Fields and Parameters

CashLine API has the ability to update or add to the consumer’s information on file such as the consumer’s SSN or Drivers License number and address (if moved or moved out of state or to a new address), add the ability to add a new bank account. All the fields do not need the operation field (add, delete, inquiry), these are accepted as updated if they are sent in the request and do not need the operation field.

PUT https://cce.cashline.certegy.com/v1/customer/{ConsumerToken}
Field ParameterValueRequired or OptionalField Values or Constraints
merchantID  123456REQUIRED6 / 6 All Numeric, 0-9 (no special characters or alpha allowed)
trxID1234567890REQUIRED4 / 20 Alphanumeric, a-z, A-Z, 0-9 - (dash)
integratorID  xYzAbC123REQUIRED4 / 30 Alphanumeric, space and dash
termsAcceptedIndY=yesREQUIRED1 byte Y=yes the consumer has been provided the terms and conditions and they have approved them.
ssn999999999OPTIONAL999999999
emailOPTIONALObject
operation  add or deleteOPTIONALadd or delete
emailAddress iam2home.com  OPTIONAL50 All Characters Allowed
phoneNumber  7275551212OPTIONAL10 digits/Numeric only. No dashes or spaces.
firstName  firstnameREQUIRED2 / 25- 25 digits - Alphanumeric characters, "-", ".", ",", and spaces only
lastName   lastnameREQUIRED2 / 25- 25 digits - Alphanumeric characters, "-", ".", ",", and spaces only
address REQUIREDObject - US Only - *Canadian Addresses not permitted
address1 7512 Parkway RoadREQUIRED2 / 50 Alphanumeric characters, "-", ".", ",", "&"," " ' ", and spaces only
address2 suite 7512REQUIRED2 / 50 Alphanumeric characters, "-", ".", ",", "&"," " ' ", and spaces only
cityNew York CityREQUIRED30 Max 30 characters Alphanumeric characters, "-", ".", ",", "&"," " ' ", and spaces only
stateFLREQUIRED2 characters alpha - US states only
zip12345 REQUIRED5 or 9 Numeric characters only
operation  OPTIONALadd or delete or inquiry
accountNicknameWells Fargo Gaming 2212OPTIONALMax 30 Alpha only a-z, A-Z
accountToken1b68bd74-a0e7-11ea-9630-9750481e0769OPTIONALMax 60 Alphanumeric and dash
micrData REQUIRED 1 / 75 Alphanumeric and spaces only. lower Case letters See TOAD
operationOPTIONALadd or inquiry only
idCodeFLREQUIRED2 characters alpha, A-Z US only
idValue123458REQUIREDAlphanumeric and Asterisks (*) Only. Dashes or spaces, if entered, will be stripped out. Max Length - 24 Alphabetic characters. This variable-size field contains the Driver's License number. Asterisks are acceptable characters. However, other special characters such as dashes and spaces appearing on the face of the license should not be manually entered or transmitted.
idToken 1b68bd74-a0e7-11ea-9630-9750481e0769 OPTIONALMax 60 Alphanumeric and dash 
PUT https://cce.cashline.certegy.com/v1/customer/{ConsumerToken}
{
	"merchantID": "123456",
	"trxID": "1234567890",
	"integratorID": "xYzAbC123",
	"termsAcceptedInd": "Y",
	"ssn": "999999999",
	"email": {
		"operation": "add or delete",
		"emailAddress": "iam@home.com"
	},
	"phoneNumber": "7275551212",
	"name": {
		"firstName": "Johnny",
		"lastName": "Rocket"
	},
	"address": {
		"address1": "7512 Parkway Road",
		"address2": "suite 7512 xxxxx",
		"city": "Marietta",
		"state": "GA",
		"zip": "30006"
	},
	"account": {
		"operation": "add or delete or inquiry",
		"accountNickname": "WellsFargo1",
		"accountToken": "99da5722-83f9-11ea-b9c5-f9a750265efe",
		"micrData": "t123456789t o1234o 123",
	},
	"id": {
		"operation": "add or inquiry",
		"idCode": "GA",
		"idValue": "123458",
		"idToken": "1b68bd74-a0e7-11ea-9630-9750481e0769"
	},
}

just add and email example.

PUT https://cce.cashline.certegy.com/v1/customer/{ConsumerToken}

{
	"merchantID": "123456",
	"trxID": "1234567890",
	"integratorID": "xYzAbC123",
	"termsAcceptedInd": "Y",
	"ssn": "999999999",
	"email": {
		"operation": "add or delete",
		"emailAddress": "iam@home.com"
	},
}

Change phone number, name and or address just by reentering the new values example change 7275551212 by just entering 8135551313

PUT https://cce.cashline.certegy.com/v1/customer/{ConsumerToken}

{
	"merchantID": "123456",
	"trxID": "1234567890",
	"integratorID": "xYzAbC123",
	"termsAcceptedInd": "Y",
	"ssn": "999999999",
	"phoneNumber": "7275551212",
	"name": {
		"firstName": "Johnny",
		"lastName": "Rocket"
	},
	"address": {
		"address1": "7512 Parkway Road",
		"address2": "suite 7512 xxxxx",
		"city": "Marietta",
		"state": "GA",
		"zip": "30006"
	},
}

Singularly change by Add, delete or inquiry the account information. Singularly change just the ID by add or query the ID with the query operations.

PUT https://cce.cashline.certegy.com/v1/customer/{ConsumerToken}

{
	"merchantID": "123456",
	"trxID": "1234567890",
	"integratorID": "xYzAbC123",
	"termsAcceptedInd": "Y",
	"account": {
		"operation": "add or delete or inquiry",
		"accountNickname": "WellsFargo1",
		"accountToken": "99da5722-83f9-11ea-b9c5-f9a750265efe",
		"micrData": "t123456789t o1234o 123",
	},
	"id": {
		"operation": "add or inquiry",
		"idCode": "GA",
		"idValue": "123458",
		"idToken": "1b68bd74-a0e7-11ea-9630-9750481e0769"
	},
}

Update Consumer Response

Field ParameterValueField Values or Constraints
trxID12345678904 / 20 Alphanumeric, a-z, A-Z, 0-9 - (dash)
consumerToken
99da5722-83f9-11ea-b9c5-f9a750265efe36 / 36 Alphanumeric and dash
termsAcceptedIndY=yes or N=No1 Byte N=yes or N=No 1 byte Y=yes the consumer has been provided the terms and conditions and they have approved them.
activeInd Y=yes or N=No1 Byte N=yes or N=No
firstName Jack2 / 25 digits - Alphanumeric characters, "-", ".", ",", and spaces only
lastName  Kelley 2 / 25 digits - Alphanumeric characters, "-", ".", ",", and spaces only
addressObject - US Only - *Canadian address not allowed
address1 12355 Rose Blvd2 / 50 Alphanumeric characters, "'", &, "-", ".", ",", and spaces only
address22 / 50 Alphanumeric characters, "'", &, "-", ".", ",", and spaces only
citySt Pete2 / 25 Alphanumeric characters, "'", "-", ".", ",", and spaces only
stateFL2 characters alpha - US states only
zip33716 5 or 9 Numeric only
cashLineLimit 500No Min/(Max) 9999999.99 Only Digits - No commas
cashLineAvailable500No Min/(Max) 9999999.99 Only Digits - No commas
cashLineRefillAmountNo Min/(Max) 9999999.99 Only Digits - No commas
cashLineRefillDateDATE/TIME
idsObject Possible for multiple ID's if the consumer has had a change of address
idCode   FL2 characters alpha, A-Z US only
idToken
e8a71815-48fa-11ea-962c-49d8ac5f6bfdMax 60 Alphanumeric and dash
idPrimaryInd  Y1 Alpha only
idCodeGA2 characters alpha, A-Z US only
idToken
e8a71815-48fa-11ea-962c-49d8ac5f6bfdMax 60 Alphanumeric and dash
idPrimaryInd N1 Alpha only
accountNickname  Bank of AmericaMax 30 Alpha only a-z, A-Z
accountToken
f993a543-99fa-11ea-962c-9177b3498g66Max 60 Alphanumeric and dash
accountLast4 31694 / 4 All numeric
isLastUsed   true(boolean) true/false (lowercase only)
accountNickname Wells FargoMax 30 Alpha only a-z, A-Z
accountToken
e893b724-48fa-11ea-962c-9177b3415f70Max 60 Alphanumeric and dash
accountLast4 20584 / 4 All numeric
isLastUsedfalse (boolean) true/false (lowercase only)
SSNPresent  false(boolean) true/false (lowercase only)
phoneMasked  11764 digits Numeric only
emailAddress   junk1@certegy.com50 All Characters Allowed 

{
	"trxID": "1234567890",
	"consumerToken": "99da5722-83f9-11ea-b9c5-f9a750265efe",
	"termsAcceptedInd": "Y",
	"activeInd": "Y",
	"name": {
		"firstName": "Jack",
		"lastName": "Kelley"
	},
	"address": {
		"address1": "12355 Rose Blvd",
		"address2": "suite 3",
		"city": "St Pete",
		"state": "FL",
		"zip": "33716"
	},
	"limit": {
		"cashLineLimit": "500",
		"cashLineAvailable": "500"
	},
	"ids": [{
			"idCode:": "FL",
			"idToken": "e8a71815-48fa-11ea-962c-49d8ac5f6bfd",
			"idPrimaryInd": "Y"
		},
		(
			if multiple IDs on file list continues) {
			"idCode:": "GA",
			"idToken": "e8a71815-48fa-11ea-962c-49d8ac5f6bfd",
			"idPrimaryInd": "N"
		}
	],
	"account": [{
			"accountNickname": "Bank of America",
			"accountToken": "e893b724-48fa-11ea-962c-9177b3415f70",
			"accountLast4": "2058",
			"isLastUsed": "true"
		},
		(
			if multiple accounts on file list continues) {
			"accountNickname": "Wells Fargo",
			"accountToken": "e893b724-48fa-11ea-962c-9177b3415f70",
			"accountLast4": "2058",
			"isLastUsed": "false"
		}
	],
	"SSNPresent": "false",
	"phoneMasked": "1176",
	"emailAddress": "junk1@certegy.com"
}

Get Consumer Response Decline/Error – HTTPS 400 and HTTPS 500

If the customer is not enrolled in CashLine you will receive a “Customer is not Enrolled” response.

Field ParameterValueField Values or Constraints
errorPath   /customerMax 200 Alpha only a-z, A-Z
errorMessage   Invalid or inactive setupMax 200 Alpha only a-z, A-Z
errorDetails
The client's account information does not exist or has been deactivated in Certegy's system. Reattempt the transaction. If the issue persists, contact Certegy Client Relations at 833-293-3131Max 260 Alpha only a-z, A-Z
errorType   system_errorMax 20 Alpha only a-z, A-Z
errorDate   06-25-2020 03:18:19DATE/TIME
trxID1002352454 / 20 Alphanumeric, a-z, A-Z, 0-9 - (dash)
responseCode   0314Min/Max 4 bytes Numeric only
adverseAction  false(boolean) true/false (lowercase only)
stationNum  107000000010 Max Numeric only 
{
	"errors": [{
		"errorPath": "/customer/{ConsumerToken}",
		"errorMessage": "Customer is not Enrolled",
		"errorDetails": "The client's account information does not exist or has been deactivated in Certegy's system. Reattempt the transaction. If the issue persists, contact Certegy Client Relations at 833-293-3131",
		"errorType": "system_error",
		"errorDate": "06-25-2020 03:18:19",
		"trxID": "12345678954",
		"responseCode": "0390",
		"adverseAction": "false",
		"stationNum": "1070000000"
	}]
}

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