A listing of all customers with access to accounts for a given program. Includes account information, the account access type, and for business customers, the relationship of the individual to the business customer.

Customer Account Access File Definition

The Customer Account Access File is created by Helix on a daily basis. It has the following properties:

Tab-delimited
File will be available in the relative directory of /CustomerFiles
File name follows a specific, case-sensitive pattern of: yyyyMMddhhmm_CUSTOMERACCOUNTACCESS.TXT

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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 having 30 tabs per line, receiving a file with 31 or more 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 (Max Length)	Tab Offset	Description
File Name	string (50)	0	The name of this request file excluding path. Format: `yyyyMMddhhmm_CUSTOMERACCOUNTACCESS.TXT` Example: `201410210148_CUSTOMERACCOUNTACCESS.TXT`
Record Count	integer (10)	1	The number of records represented within the file. This field is zero-padded on the left side. Example: `0000000872`
File Created Date	datetime (34)	2	The date the file was created. Follows same format as API. Example: `2014-10-20T10:30:31.456-05:00` See data format guidelines
File Effective Date	datetime (34)	3	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

Content Row

Property	Data Type (Max Length)	Tab Offset	Description
Customer ID	integer (10)	0	The `customerId` property of the customer object.
Primary Customer Tag	string (50)	1	Optional. User-assigned identifier for the primary owner of the account.
Related Customer ID	integer (10)	2	Optional. Helix-assigned unique ID for the secondary owner of the account.
Related Customer Tag	string (50)	3	Optional. User-assigned identifier for the secondary owner of the account.
Customer Relationship Type	string (50)	4	Optional. Relationship between the primary owner and secondary owner of the account. For a business account, see the `relationshipType` property of the customer relationship object for values. For a joint owners account, the value is `Joint`. For a minor account, the value is `Child`.
Entitlement	string (50)	5	Optional. The description of the 'entitlement` property of the account entitlement object (i.e., FullAccess).
Account ID	integer (10)	6	The `accountID` property of the account object.
Product ID	integer (10)	7	The `productID` property of the account object.
Account Tag	string (50)	8	Optional. User-assigned identifier for the account.
Account Number	string (50)	9	The `accountNumber` property of the account object.
Account Name	string (50)	10	The `name` property of the account object.
Account Type	string (50)	11	The `type` property of the account object.
Account Status	string (50)	12	The `status` property of the account object.
Account Balance	string (50)	13	The `accountBalance` property of the account object.
Close Date	datetime (34)	14	Optional. The `closedDate` property of the account object.

Take me to the Example Customer Account Access File

{ "file_type": "tab_delimited" }