---
updatedAt: 2026-09-28T17:57:02.000Z
agentTools:
projectIndex: https://docs.helix.q2.com/llms.txt
---
# Submit a customer's due diligence answers
Create or update due diligence answers for the given `customerId`.
#### Error Codes
Click to expand
| Code | Message (en-US) | Code |
| :------ | :------------------------------------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------ |
| 1-60000 | Any "Common Error Code" may occur. | See [Common Error Codes](https://docs.helix.q2.com/reference/common-error-codes) |
| 60001 | Customer id {0} is invalid. | |
| 60002 | Customer id {0} is inactive. | An inactive customer cannot perform any actions in Helix. Redirect the user to a page informing them of this. |
| 60003 | Customer id {0} is not in a verified status. | An unverified customer cannot perform any actions in Helix. |
| 60004 | Customer id {0} is locked. | A locked customer cannot perform any actions in Helix. Redirect the user to a page informing them of this. |
| 60005 | Customer id {0} is marked as deceased. | A deceased customer cannot perform any actions in Helix. Redirect the user to a page informing them of this. |
| 158801 | Invalid QuestionId. | |
| 158802 | Invalid ChoiceId. | |
| 158803 | Multiple choices not supported for question type Single-Select | |
| 158804 | QuestionAnswer not supported for question type Multi-Select or Single-Select | |
| 158805 | SelectedChoices not supported for question type Text | |
| 158806 | QuestionAnswer cannot be null or empty for question type Text | |
| 158807 | QuestionAnswer length cannot be more than 255 characters | |
| 158808 | QuestionAnswer has some unsupported special characters. Refer to API documentation for valid characters | |
| 158809 | Invalid QuestionId {0}. | |
| 158810 | Invalid choiceName: {request.choiceName} | |
| 158811 | Invalid choiceId: {request.choiceId} | |
| 158812 | Each selectedChoice object should contain either choiceId or choiceName, not both. | |
| 158813 | Must pass either choiceId or choiceName for question types Single-Select or Multi-Select | |
# OpenAPI definition
```json
{
"openapi": "3.0.0",
"info": {
"title": "Helix API",
"version": "3.0.0",
"description": "Helix Public API (no customer KYC/IDV). **This spec covers all of Helix 3.x and is subject to change at any time.**"
},
"servers": [
{
"url": "https://sandbox-api.helix.q2.com",
"description": "Sandbox server"
},
{
"url": "https://api.helix.q2.com",
"description": "Production server"
}
],
"tags": [
{
"name": "Card",
"description": "Endpoints for the card object"
},
{
"name": "Customer - Due Diligence",
"description": "Endpoints related to customer due diligence"
}
],
"security": [
{
"basicAuth": []
}
],
"paths": {
"/card/lock": {
"post": {
"tags": [
"Card"
],
"summary": "Lock a card",
"description": "Lock a card. Most locks can be reversed by calling [/card/unlock](https://docs.helix.q2.com/reference/cardunlock). Please check the [/card/unlock](https://docs.helix.q2.com/reference/cardunlock) documentation to see which lock scenarios can be subsequently unlocked. Will apply a `lockTypeCode` of `CST` on success and all card-based transactions will fail.",
"externalDocs": {
"url": "https://docs.helix.q2.com/reference/cardlock"
},
"operationId": "cardLock",
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"required": [
"customerId",
"cardId",
"lockReasonTypeCode"
],
"properties": {
"customerId": {
"$ref": "#/components/schemas/HelixId"
},
"cardId": {
"$ref": "#/components/schemas/HelixId"
},
"lockReasonTypeCode": {
"type": "string",
"enum": [
"UNK",
"FRD",
"DMG",
"TMP"
],
"description": "- `UNK`: Unknown\n- `FRD`: Fraud\n- `DMG`: Physical Damage\n- `TMP`: Temporary\n"
}
}
}
}
}
},
"responses": {
"200": {
"description": "An envelope whose data node is a card object",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/CardObject200Response"
}
}
}
},
"400": {
"description": "Bad Request",
"content": {
"application/json": {
"schema": {
"type": "object",
"properties": {
"errors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"code": {
"$ref": "#/components/schemas/HelixId"
},
"message": {
"type": "string"
}
}
}
},
"requestId": {
"type": "string",
"example": "b75a96f8-2fbc-4b14-9ba4-7b06aa431c9d"
},
"status": {
"type": "integer",
"enum": [
400
]
}
}
}
}
}
},
"401": {
"description": "Unauthorized",
"content": {
"application/json": {
"schema": {
"type": "object",
"properties": {
"errors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"code": {
"type": "integer",
"enum": [
50401
]
},
"message": {
"type": "string",
"example": "User is not authorized"
}
}
}
},
"requestId": {
"type": "string",
"enum": [
"00000000-0000-0000-0000-000000000000"
]
},
"status": {
"type": "integer",
"enum": [
401
]
}
}
}
}
}
},
"404": {
"description": "Not Found",
"content": {
"application/json": {
"schema": {
"type": "object",
"properties": {
"errors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"code": {
"type": "integer",
"enum": [
50404
]
},
"message": {
"type": "string",
"example": "The requested resource 'https://sandbox-api.helix.q2.com/customer/updat/805592' was not found"
}
}
}
},
"requestId": {
"type": "string",
"example": "b75a96f8-2fbc-4b14-9ba4-7b06aa431c9d"
},
"status": {
"type": "integer",
"enum": [
404
]
}
}
}
}
}
},
"405": {
"description": "HTTP Method Not Allowed",
"content": {
"application/json": {
"schema": {
"type": "object",
"properties": {
"errors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"code": {
"type": "integer",
"enum": [
50405
]
},
"message": {
"type": "string",
"example": "The HTTP method 'POST' for requested resource 'https://sandbox-api.helix.q2.com/customer/get/805594' is not allowed."
}
}
}
},
"requestId": {
"type": "string",
"enum": [
"00000000-0000-0000-0000-000000000000"
]
},
"status": {
"type": "integer",
"enum": [
405
]
}
}
}
}
}
},
"429": {
"description": "Rate Limit Exceeded",
"content": {
"application/json": {
"schema": {
"type": "object",
"properties": {
"errors": {
"type": "array",
"items": {
"type": "object",
"properties": {
"code": {
"type": "integer",
"enum": [
50429
]
},
"message": {
"type": "string",
"example": "Rate limit exceeded"
}
}
}
},
"requestId": {
"type": "string",
"enum": [
"00000000-0000-0000-0000-000000000000"
]
},
"status": {
"type": "integer",
"enum": [
429
]
}
}
}
}
}
}
}
}
},
"/customer/answerPost": {
"post": {
"tags": [
"Customer - Due Diligence"
],
"summary": "Submit a customer's due diligence answers",
"description": "Create or update due diligence answers for the given `customerId`.",
"externalDocs": {
"url": "https://docs.helix.q2.com/reference/customeranswerpost"
},
"operationId": "customerAnswerPost",
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"type": "object",
"required": [
"customerId",
"answers"
],
"properties": {
"customerId": {
"$ref": "#/components/schemas/HelixId"
},
"answers": {
"type": "array",
"items": {
"type": "object",
"required": [
"questionId"
],
"properties": {
"answeredDate": {
"$ref": "#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate"
},
"questionId": {
"$ref": "#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId"
},
"questionAnswer": {
"format": "string",
"maxLength": 255
},
"selectedChoices": {
"type": "array",
"items": {
"type": "object",
"properties": {
"choiceId": {
"allOf": [
{
"description": "Required if `choiceName` not present"
},
{
"$ref": "#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId"
}
]
},
"choiceName": {
"type": "string",
"description": "Required if `choiceId` not present"
}
}
}
}
}
},
"description": "An array of dueDiligenceAnswer objects"
}
}
}
}
}
},
"responses": {
"200": {
"description": "A 200 status with no `data` property present",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/CardArray200Response/allOf/0"
}
}
}
},
"400": {
"$ref": "#/paths/~1card~1lock/post/responses/400"
},
"401": {
"$ref": "#/paths/~1card~1lock/post/responses/401"
},
"404": {
"$ref": "#/paths/~1card~1lock/post/responses/404"
},
"405": {
"$ref": "#/paths/~1card~1lock/post/responses/405"
},
"429": {
"$ref": "#/paths/~1card~1lock/post/responses/429"
}
}
}
}
},
"components": {
"schemas": {
"AccountClose200Response": {
"allOf": [
{
"$ref": "#/components/schemas/CardArray200Response/allOf/0"
},
{
"type": "object",
"properties": {
"data": {
"type": "object",
"properties": {
"customerId": {
"$ref": "#/components/schemas/HelixId"
},
"accountId": {
"$ref": "#/components/schemas/HelixId"
},
"closeToAccountId": {
"$ref": "#/components/schemas/HelixId"
},
"transactionId": {
"type": "integer",
"format": "int64",
"minimum": 1
},
"transactionTag": {
"$ref": "#/components/schemas/TagProperty"
},
"closingBalanceAmount": {
"type": "number",
"format": "decimal"
},
"interestPaidAmount": {
"type": "number",
"format": "decimal"
},
"totalClosingAmount": {
"type": "number",
"format": "decimal"
},
"isClosedToExternalAccount": {
"type": "boolean"
}
}
}
}
}
]
},
"CardArray200Response": {
"allOf": [
{
"type": "object",
"properties": {
"errors": {
"type": "array",
"items": {},
"example": []
},
"requestId": {
"type": "string",
"example": "1249a3bf-aca1-40dd-9fba-2a3193550c39"
},
"status": {
"type": "integer",
"enum": [
200
]
},
"throttle": {
"type": "object",
"properties": {
"periodEndsAt": {
"$ref": "#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate"
},
"periodLengthInSeconds": {
"$ref": "#/components/schemas/HelixId"
},
"periodRequestLimit": {
"$ref": "#/components/schemas/HelixId"
},
"requestsRemainingInPeriod": {
"$ref": "#/components/schemas/HelixId"
},
"warningThreshold": {
"type": "number",
"format": "decimal",
"example": 0.2
}
}
}
}
},
{
"type": "object",
"properties": {
"data": {
"type": "array",
"items": {
"$ref": "#/components/schemas/CardObject200Response/allOf/1/properties/data"
}
}
}
}
]
},
"CustomerSetLastContact200Response": {
"allOf": [
{
"$ref": "#/components/schemas/CardArray200Response/allOf/0"
},
{
"type": "object",
"properties": {
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"customerId": {
"$ref": "#/components/schemas/HelixId"
},
"dormancyStatus": {
"type": "string",
"enum": [
"Active",
"Inactive",
"Dormant"
]
},
"lastContactDate": {
"type": "string",
"format": "date-time",
"example": "2021-01-07T19:00:59.761-06:00"
},
"lastContactType": {
"$ref": "#/components/schemas/LastContactType"
}
}
}
}
}
}
]
},
"HelixId": {
"type": "integer",
"format": "int32",
"minimum": 1
}
},
"securitySchemes": {
"basicAuth": {
"type": "http",
"scheme": "basic"
}
}
},
"x-samples-languages": [
"curl",
"node",
"python",
"csharp",
"ruby",
"go",
"java",
"kotlin",
"php"
]
}
```