Customer Relationship

A customer relationship object associates two separate customer objects.


customerRelationship Object

PropertyData Type (length)Description
beneficialOwnerPercentagedecimalTBD
canOpenAccountsbooleanTBD
isBeneficialOwnerbooleanTBD
isControlPersonbooleanTBD
isPrimaryContactbooleanTBD
primaryCustomerIdintegerTBD
relatedCustomerIdintegerTBD
relationshipTypeenumPossible values:
- Owner
- Non-transactional
- MinorAccount
- Beneficial Owner
- Trustee
- Successor Trustee
- Guardian
- Conservator
- Executor
- Agent
- Power of Attorney
titlestringTBD