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Customer Resources

The following resources are used in the Customers API:

IndividualCustomer

The IndividualCustomer resource represents a customer who is an individual person or sole proprietor.

Key attributes include:

  • Personal information (name, date of birth)
  • Contact information (address, phone, email)
  • Status and creation timestamp
  • Associated application and org relationships

BusinessCustomer

The BusinessCustomer resource represents a customer who is a business entity.

Key attributes include:

  • Business information (name, EIN, entity type, state of incorporation)
  • Contact information (address, phone)
  • Business contact details
  • Status and creation timestamp

BusinessWalletCustomer

The BusinessWalletCustomer resource represents a business customer created specifically for wallet functionality.

Key attributes include:

  • Business name and EIN
  • Address and business vertical
  • Number of employees
  • Bank partner relationship

TrustCustomer

The TrustCustomer resource represents a customer who is a trust entity.

Key attributes include:

  • Trust contact information
  • Authorized users
  • Status and creation timestamp
ResourceDescription
ApplicationThe application that created this customer
AccountFinancial accounts owned by the customer
AuthorizedUserUsers authorized to act on behalf of the customer