Customer management API manages:

  • Customer resource
  • Customer account resource

Main attributes of Customer are:

  • Id: Unique identifier of the customer
  • Name: Displayable name
  • Status: Used to track the lifecycle status, e.g. existing, prospective or former customers
  • Description: Detailed description of the customer
  • Valid For: Extension to manage start Date and end Date of customer states
  • Customer Rank: Relative importance of this customer compared to other customers
  • Characteristics: Characteristics of the customer (only the one valid at the moment : no history is managed on characteristics)
  • Contact Medium: Describes the contact mediums that could be used to contact the customer (emails, phone numbers, postal addresses)
  • Customer Account: Accounts of the customer
  • Related Party: Party linked to this customer: the link used can be an URI to an organization or an individual depending on the type of customer.
  • Customer Credit Profile: Credit profile for the customer (containing credit scoring …). By default only the current credit profile is retrieved. It can be used as a list to give the customer credit profiles history; the first one in the list will be the current one.
    • Credit Profile Date: Date when the profile was established
    • Credit Risk Rating: This is an integer whose value is used to rate the risk of this Customer paying late or defaulting versus paying on time.
    • Credit Score: A measure of a person or organization creditworthiness calculated on the basis of a combination of factors such as their income and credit history.
    • Valid For: The period for which the profile is valid.

Main attributes of Customer Account are:

  • Id: Unique identifier for the customer account
  • Last Modified: date of last modification of customer account
  • Name: The name of the account.
  • Account Type: A categorization of an account, such as individual, joint, and so forth, whose instances share some of the same characteristics.
  • Status: The condition of the account, such as "due", "paid", "in arrears", "in collection".
  • Description: Detailed description of the customer
  • Credit Limit: The maximum amount of money that may be charged on an account.
  • Pin: A multi digit personal identification number that is used by a Customer to gain access to a Customer Account
  • Receivable Balance: Overall receivable balance for the customer account
  • Customer Account Tax Exemption: Proof of freedom from taxes imposed by a taxing jurisdiction.
    • Issuing Jurisdiction: name of the taxing jurisdiction for which taxes are exempt
    • Certificate Number: identifier of a document that shows proof of exemption from taxes for the taxing jurisdiction.
    • Valid For: period for which the exemption is valid.
    • Reason: Reason of the tax exemption
  • Customer Account Relationship: Significant connection between Customer Accounts.
    • Relationship Type: Type of relationship
    • Valid For: Validity period of that relationship
    • Customer Account: The target linked customer account
  • Contact:
    • Contact Type: Type of contact: primary, secondary …
    • Valid For: Validity period of that contact
    • Contact Medium: The contact to access
    • Contact Name: A displayable name for the contact
    • Party Role Type: precise what kind of Party Role type is linked to this contact (a customer account manager, …)
    • Related Party: A link to the party whose contact is represented here (only if possible and useful)
  • Customer: A link to the customer
  • Customer Account Balance: Balances linked to the customer account
    • Id: Identifier of the customer account balance
    • Type: Deposit balance, Disputed balance, Loyalty balance, Receivable balance
    • Amount: Balance amount
    • Status: Due, Paid …
    • Valid For: Balance validity period
  • Payment Plan: Defines a plan for payment (when a customer wants to spread his payments)
    • Id: Identifier of the payment plan
    • Status: Status of the payment plan (effective, ineffective).
    • Type: Type of payment plan
    • Priority: Priority of the payment plan
    • Amount: Amount paid.
    • Payment Frequency: Monthly, Bimonthly …
    • Number Of Payments: Number of payments used to spread the global payment.
    • Valid For: Validity period of the payment plan.
    • Payment Means: For each payment plan a payment method has to be specified
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