The Bulk Account Lock Process is essentially a batch version of calling /account/lock repeatedly. To issue several requests to lock accounts, please use this process. Throttling mechanisms exist in the Helix API to ensure timely responses. See Batch Processing Overview for more information.

Basic Workflow

You upload a Bulk Account Lock Request File
Helix processes it then uploads a Bulk Account Lock Response File containing the results

Detailed Workflow

You upload a properly formatted Bulk Account Lock Request File to sftp.corepro.io
Open a support ticket to request the file to be processed.
Within four days of receiving the request, Helix calls the /account/lock functionality for each content row in the file, but in a vastly more efficient manner
Helix writes the results to a Bulk Account Lock Response File and uploads it to sftp.corepro.io
You inspect this response file for success and failed counts, and process accordingly. NOTE: Only failed account lock operations will appear in the content section of the response file

Bulk Account Lock Request File Definition

The Bulk Account Lock Request File is a file created by the client to perform the equivalent of several requests to the /account/lock endpoint. Multiple files per day can be processed, typically on an hourly basis. It has the following properties:

Fixed-length
ANSI endocded
Line endings are Windows-style CarriageReturn + LineFeed (\r\n, or 0x0D0A)
File must be uploaded to the relative directory of /BulkAccountLock
File name follows a specific, case-insensitive pattern of: yyyyMMddhhmm_BULKACCOUNTLOCK.txt
- The date in the file name should be the creation date of the file.
- For example, if the file name is 201501080015_BULKACCOUNTLOCK.TXT, the data it contains will apply to Jan 8, 2015.
- The header record contains an EffectiveDate field. This should be the same value as the CreatedDate field.

🚧
Format Disclaimer
Helix reserves the right to append new field(s) to the end of any Header or Content line without notice. This is to allow new data points to be added as needed in a timely fashion.
Implementation Note
Your code should be written such that unexpected characters after the "last" field but prior to the end of each line should be ignored. That is, if the file is documented as being 872 bytes per line, receiving a file with 984 bytes per line should not disrupt your processing. This applies to both Header and Content lines.
File Name Disclaimer
The date in file name should be used as a guideline for human eyes only. Any date-related programmatic dependencies should rely on the FileCreatedDate or FileEffectiveDate contained within the header line of each file, as these will be precise to the second and will be in the appropriate timezone.

Header Row

Property	Data Type (Length)	Alignment	Start Position	Description
`RecordType`	string (1)	Left	1	The flag for the header row. Will always be `H`.
`FileName`	string (50)	Left	2	The name of this file excluding path. Format: `yyyyMMddhhmm_ACCOUNTLOCK.txt` Example: `201407162348_ACCOUNTLOCK.txt`
`RecordCount`	integer (10)	Right	52	The number of records represented within the file. This field is zero-padded on the left side. Example: `0000000872`
`FileCreatedDate`	datetime (34)	Left	62	The date the file was created. Follows same format as API. Example: `2014-10-20T10:30:31.456-05:00` See data format guidelines
`FileEffectiveDate`	datetime (34)	Left	96	The date to which the data in the file pertains. Follows same format as API. Example: `2014-10-20T23:59:59.999-05:00` See data format guidelines
`ReferenceId`	string (50)	Left	130	A client-supplied unique identifier that will be included in the header row of the response file after Helix has processed this file. This allows correlation of the request and response files.

Content Row

Property	Data Type (Length)	Alignment	Start Position	Description
`CustomerId`	integer (10)	Right	1	The Helix-assigned unique ID for a customer. This field is zero-padded on the left side. Example: `0000000872`
`AccountId`	integer (10)	Right	11	The Helix-assigned unique ID for an account. This field is zero-padded on the left side. Example: `0000000112`
`LockTypeCode`	enum (3)	Left	21	See `lockTypeCode` on /account/lock for possible values
`LockReasonTypeCode`	enum (3)	Left	24	See `lockReasonTypeCode` on /account/lock for possible values
`Notes`	string (256)	Left	27	Optional note to show within the Admin Portal on the customer screen
`IsDemographicLock`	string(1)	Left	283	Optional field. Values are: - `Y`: applies a demographic lock to all Helix accounts for a customer, as well as all cards and external accounts associated with the customer - `N`: applies a lock to only the account of the defined `AccountId`

Take me to the Example Bulk Account Lock Request File

Bulk Account Lock Response File Definition

The Bulk Account Lock Response File is created by Helix after Helix processes a Bulk Account Lock Request File. It has the following properties:

Fixed-length
ANSI encoded
Line endings are Windows-style CarriageReturn + LineFeed (\r\n, or 0x0D0A)
File will appear in the relative directory of /BulkAccountLock/Response
File name follows a specific, case-sensitive pattern of: yyyyMMddhhmm_BULKACCOUNTLOCKRESPONSE.TXT
- This file is an exception in the naming convention used by other files. The date in the file name is the exact same date as the one in the corresponding Bulk Account Lock Request File. It is NOT the CreatedDate of the file.
- For example, if the Bulk Account Lock Request File name is 201501080015_BULKACCOUNTLOCK.txt, the response file name will be 201501080015_BULKACCOUNTLOCKRESPONSE.TXT regardless of the actual CreatedDate or EffectiveDate

🚧
Format Disclaimer
Helix reserves the right to append new field(s) to the end of any Header or Content line without notice. This is to allow new data points to be added as needed in a timely fashion.
Implementation Note
Your code should be written such that unexpected characters after the "last" field but prior to the end of each line should be ignored. That is, if the file is documented as being 872 bytes per line, receiving a file with 984 bytes per line should not disrupt your processing. This applies to both Header and Content lines.
File Name Disclaimer
The date in file name should be used as a guideline for human eyes only. Any date-related programmatic dependencies should rely on the FileCreatedDate or FileEffectiveDate contained within the header line of each file, as these will be precise to the second and will be in the appropriate timezone.

Header Row

Property	Data Type (Length)	Alignment	Start Position	Description
`RecordType`	string (1)	Left	1	The flag for the header row. Will always be `H`.
`FileName`	string (50)	Left	2	The name of this file excluding path. Format: `yyyyMMddhhmm_BULKACCOUNTLOCKRESPONSE.TXT` Example: `201407162348_BULKACCOUNTLOCKRESPONSE.TXT` NOTE: File name will not contain the `CreatedDate`. It will consist of the same file name as the Bulk Account Lock Request File that caused this file to be generated but with "RESPONSE" appended to the end of the file name prior to the file extension.
`RecordCount`	integer (10)	Right	52	The number of Content lines in this file. This field is zero-padded on the left side. Example: `0000000003`
`FileCreatedDate`	datetime (34)	Left	62	The date the file was created. Follows same format as API. Example: `2014-10-20T10:30:31.456-05:00` See data format guidelines
`FileEffectiveDate`	datetime (34)	Left	96	The date to which the data in the file pertains. Follows same format as API. Example: `2014-10-20T23:59:59.999-05:00` See data format guidelines
`ReferenceId`	string (50)	Left	130	The client-supplied unique identifier that was supplied in the corresponding request file.
`SuccessCount`	integer (10)	Right	180	The number of records successfully processed by Helix. This field is zero-padded on the left side. Example: `0000000001`
`FailedCount`	integer (10)	Right	190	The number of records that failed processing by Helix. This field is zero-padded on the left side. Example: `0000000003`
`ProcessedCount`	integer (10)	Right	200	The number of records processed (either successfully or unsuccessfully) by Helix. This field is zero-padded on the left side Example: `0000000004`

Content Row

Property	Data Type (Length)	Alignment	Start Position	Description
`CustomerId`	integer (10)	Right	1	The Helix-assigned unique ID for a customer. This field is zero-padded on the left side. Example: `0000000872`
`AccountId`	integer (10)	Right	11	The Helix-assigned unique ID for an account. This field is zero-padded on the left side. Example: `0000000112`
`LockTypeCode`	enum (3)	Left	21	See `lockTypeCode` on /account/lock for possible values
`LockReasonTypeCode`	enum (3)	Left	24	See `lockReasonTypeCode` on /account/lock for possible values
`LockFailReason`	string (255)	Left	27	The reason the requested unlock failed. Will be `NA` if the request was successful or the CustomerId/AccountId was not found. See Error Codes section on /account/lock for possible values

Take me to the Example Bulk Account Lock Response File

{ "file_type": "fixed_length" }