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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); 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
trxID123456REQUIRED4 / 20 Alphanumeric, a-z, A-Z, 0-9 - (dash)
termsAcceptedIndY=yesREQUIRED1 byte Y=yes the consumer has been provided the terms and conditions and they have approved them.
ssn999999999OPTIONAL9 digits/Numeric only. No dashes or spaces.
operation  add or deleteOPTIONALadd or delete
emailAddress iam@home.com  OPTIONAL50 All Allowed. (All emails must be unique and cannot be shared with another consumer)
phoneNumber  12345677890OPTIONAL10 digits/Numeric only. No dashes or spaces.
firstName  firstnameOPTIONALFirst name.
Allowable characters:
a to z (lowercase alphabet)
A to Z (uppercase alphabet)
0 to 9 (numeric digits)
hyphen (-)
dot (.)
comma (,)
space character ( )
tab character
Minimum Characters: 2
Maximum Characters: 25
lastName   lastnameOPTIONALLast name.
Allowable characters:
a to z (lowercase alphabet)
A to Z (uppercase alphabet)
0 to 9 (numeric digits)
hyphen (-)
dot (.)
comma (,)
space character ( )
tab character
Minimum Characters: 2
Maximum Characters: 25
address1 12355 Rose BlvdOPTIONALStreet number and street name.
Allowable characters:
a to z (lowercase alphabet)
A to Z (uppercase alphabet)
0 to 9 (numeric digits)
single quotation mark ( ' )
ampersand ( & )
hyphen ( - )
dot ( . )
comma ( , )
hash symbol (#)
forward slash ( / )
parenthesis ( () )
space character ( )
tab character
Minimum Characters: 2
Maximum Characters: 50
address2 suite 3OPTIONALAdditional addressing components.
Allowable characters:
a to z (lowercase alphabet)
A to Z (uppercase alphabet)
0 to 9 (numeric digits)
single quotation mark ( ' )
ampersand ( & )
hyphen ( - )
dot ( . )
comma ( , )
hash symbol (#)
forward slash ( / )
parenthesis ( () )
space character ( )
tab character
Minimum Characters: 2
Maximum Characters: 50
citySt PeteOPTIONALCity.
Allowable characters:
a to z (lowercase alphabet)
A to Z (uppercase alphabet)
0 to 9 (numeric digits)
single quotation mark ( ' )
hyphen ( - )
dot ( . )
comma ( , )
space character ( )
tab character
Minimum Characters: 2
Maximum Characters: 30
stateFLOPTIONAL2 / 2 Alpha only
zip12345 OPTIONAL5 or 9 Numeric only
operation  OPTIONALadd or delete
accountNicknameWells FargoOPTIONAL1/30 Alphanumeric and spl chars except \ and " (If adding new bank account, account nickname is required)
accountToken1b68bd74-a0e7-11ea-9630-9750481e0769OPTIONALMax 60 Alphanumeric and dash
micrData OPTIONAL 1 / 75 Alphanumeric and spaces only. lower Case letters See TOAD
operationOPTIONALadd or delete only
idCodeFLOPTIONAL2 / 2 See State Code List
idValue123458OPTIONALAlphanumeric 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.
PUT https://cce.cashline.certegy.com/v1/customer/{ConsumerToken}
{
	"trxID": "123456",
	"termsAcceptedInd": "Y",
	"ssn": "999999999",
	"email": {
		"operation": "add or delete",
		"emailAddress": "iam@home.com"
	},
	"phoneNumber": "1234567890",
	"name": {
		"firstName": "Johnny",
		"lastName": "Rocket"
	},
	"address": {
		"address1": "12355 Rose Blvd",
		"address2": "suite 3",
		"city": "St Pete",
		"state": "FL",
		"zip": "12345"
	},
	"account": {
		"operation": "add or delete or inquiry",
		"accountNickname": "Wells Fargo",
		"accountToken": "99da5722-83f9-11ea-b9c5-f9a750265efe",
		"micrData": "t123456789t o1234o 123",
	},
	"id": {
		"operation": "add or inquiry",
		"idCode": "FL",
		"idValue": "123458"
	},
}

just add and email example.

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

{
	"trxID": "123456",
	"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}

{
	"trxID": "123456",
	"termsAcceptedInd": "Y",
	"ssn": "999999999",
	"phoneNumber": "1234567890",
	"name": {
		"firstName": "Johnny",
		"lastName": "Rocket"
	},
	"address": {
		"address1": "12355 Rose Blvd",
		"address2": "suite 3",
		"city": "St Pete",
		"state": "FL",
		"zip": "12345"
	},
}

Singularly change by adding or deleting the account information.

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

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

Update Consumer Response Success

Field ParameterValueField Values or Constraints
trxID1234564 / 20 Alphanumeric, a-z, A-Z, 0-9 - (dash) (Must be Unique for 2 years)
trxRefID56044900000144 / 36 Alphanumeric, a-z, A-Z, 0-9 - (dash)
consumerToken
99da5722-83f9-11ea-b9c5-f9a750265efe36 / 36 Alphanumeric and dash
statusSuccess

{
	"trxID": "123456",
	"trxRefID": "5604490000014",
	"consumerToken": "99da5722-83f9-11ea-b9c5-f9a750265efe",
	"status": "Success",
}

Update Consumer Response Fail

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

Field ParameterValueField Values or Constraints
trxID1234564 / 20 Alphanumeric, a-z, A-Z, 0-9 - (dash) (Must be Unique for 2 years)
trxRefID56044900000144 / 36 Alphanumeric, a-z, A-Z, 0-9 - (dash)
consumerToken99da5722-83f9-11ea-b9c5-f9a750265efe36 / 36 Alphanumeric and dash
responseCode   0397Min/Max 4 bytes Numeric only
responseMsgSSN ErrorMax 200 Alpha only a-z, A-Z
responseDetailsThe SSN provided is already associated with a different consumer, etc....Max 260 Alpha only a-z, A-Z
{
		"trxID": "123456",
		"trxRefID": "5604490000014",
		"consumerToken": "token value",
		"responseCode": "0397",
		"responseMsg": "SSN Error"
		"responseDetails": "The SSN provided is already associated with a different consumer, etc...."
}

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