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Update Account​

Adds new account to a existing customer record

Path Parameters
    id Id required
Request Body required
    accountDetail object
    commitmentAmount Commitmentamount
    investmentAmount Investmentamount
    accountMOP Accountmop
    onboardingOrderType Onboardingordertype
    ppmSerialNumber Ppmserialnumber
    productSubGroupId Productsubgroupid
    productId Productid
    productGroupId Productgroupid required
    consent Consent
    consentForRebalancing Consentforrebalancing
    alliedCompanyInvestment object
    singleDebtandHybridSecurities Singledebtandhybridsecurities
    singleEquity Singleequity
    multiEquity Multiequity
    multiDebtAndHybridSecurities Multidebtandhybridsecurities
    equityDebtAndHybridSecurities Equitydebtandhybridsecurities
    customerSourceBy object[] required
  • Array [
    • rmType Rmtype required
    rmName Rmname required
    rmMobile Rmmobile required
    rmEmail Rmemail required
  • ]
    • distributorDetails object[] required
  • Array [
    • distributorMobile Distributormobile required
    distributorEmail Distributoremail required
    distributorType Distributortype required
    distributorName Distributorname required
  • ]
    • dematDetails object
    depositoryType Depositorytype required

    type of depository

    dpId Dpid required

    dp id

    dpName Dpname required

    dp name

    clientId Clientid required

    client id

    cml Cml

    cml file

    accountNominee object[]
  • Array [
    • accountNomineeId Accountnomineeid

    Nominee Id

    accountNomineeType Accountnomineetype

    Type of nominee

    accountNomineeFirstName Accountnomineefirstname

    Nominee first name

    accountNomineeMidName Accountnomineemidname

    Nominee middle name

    accountNomineeLastName Accountnomineelastname

    Nominee last name

    accountNomineePer Accountnomineeper

    % allocation to nominee

    accountNomineeMinor Accountnomineeminor

    Flag if nominee is minor

    accountNomineeGuardian Accountnomineeguardian

    Guardian name if nominee is minor

    accountNomineeGuardianPAN Accountnomineeguardianpan

    Guardian PAN

    accountNomineeAddress Accountnomineeaddress

    Nominee Address

    accountNomineePincode Accountnomineepincode

    Default value: None

    Nominee pincode

    accountNomineeCity Accountnomineecity

    Nominee City

    accountNomineeState Accountnomineestate

    Nominee State

    accountNomineeCountry Accountnomineecountry

    Nominee Country

    accountNomineePan Accountnomineepan

    Nominee Pan

    accountNomineeDob Accountnomineedob

    Nominee DOB

    accountNomineeGender Accountnomineegender

    Nominee Gender

    accountNomineeRelation Accountnomineerelation

    Nominee Relation

    accountNomineeOthersRelation Accountnomineeothersrelation

    Nominee others Relation

    accountNomineeEmailId Accountnomineeemailid

    Nominee Email Id

    accountNomineeIdentificationType Accountnomineeidentificationtype

    Nominee Identification Type

    accountNomineeIdentificationValue Accountnomineeidentificationvalue

    Nominee Identification Value

    accountNomineePhoneNumber Accountnomineephonenumber

    Nominee Phone Number

    accountNomineeGuardianIdentificationPhotoURL Accountnomineeguardianidentificationphotourl
    accountNomineeGuardianIdentificationSignatureURL Accountnomineeguardianidentificationsignatureurl
    accountNomineeIdentificationPhotoURL Accountnomineeidentificationphotourl
    accountNomineeIdentificationSignatureURL Accountnomineeidentificationsignatureurl
    isDeleted Isdeleted

    Default value: false

    accountNomineeGuardianPhoneNumber Accountnomineeguardianphonenumber
    guardianAddress Guardianaddress

    Guardian Address

    guardianPincode Guardianpincode

    Guardian pincode

    guardianCity Guardiancity

    Guardian City

    guardianState Guardianstate

    Guardian State

    guardianCountry Guardiancountry

    Guardian Country

    guardianIdentificationType Guardianidentificationtype

    guardian Identification Type

    guardianIdentificationValue Guardianidentificationvalue

    guardian Identification Value

    guardianEmailId Guardianemailid

    guardian Email Id

  • ]
    • customerFee object[]
  • Array [
    • manufacturerFeeCode Manufacturerfeecode required
    manufacturerFeeDesc Manufacturerfeedesc required
    manufacturerFeeName Manufacturerfeename required
    manufacturerFeeRate object
    oneOf

    integer

    manufacturerFeeType Manufacturerfeetype required
    productId Productid required
  • ]
    • customFieldDetails object[]
  • Array [
    • id Id
    question Question
    questionId Questionid
    answer Answer
    answerId Answerid
    additionalAnswer Additionalanswer
  • ]
    • trade object
    bankDetails Bankdetails required

    Name of the bank

    chequeNumber Chequenumber required

    Cheque number issued by the client

    fundTransferBy Fundtransferby required

    Fund transfer mode

    investmentAmount Investmentamount required

    Investment amount

    paymentBy Paymentby required

    Mode through which investment is made

    transactionDate Transactiondate required

    System date on which the transaction made

    transactionNumber Transactionnumber required

    Unqiue identifier of the transaction - RTGS/IMPS/NEFT/PG id

    sipDetails object
    orderId Orderid
    parentOrderId Parentorderid
    customerId Customerid
    drawDownPercentage Drawdownpercentage
    installmentFrequency Installmentfrequency
    installmentAmount Installmentamount
    installmentAmountInWords Installmentamountinwords
    startDate date-time
    endDate date-time
    numberOfInstallments Numberofinstallments
    generateAccountDocuments Generateaccountdocuments

    Default value: false

    feesConsentAuthorizationText Feesconsentauthorizationtext
    depositoryTypeDetails object
    depositoryType Depositorytype required
    dpId Dpid required
Responses

Successful Response

Schema
    reqId Reqid
    errors object[]
  • Array [
    • errorType Errortype

    Error Type

    errorMessage Errormessage

    Error Message

  • ]
    • data object
    accountId Accountid

    Unique id to identify an account

    tradeId Tradeid

    Unique id to identify trade

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