Create Corporate Account

Overview

This is a 3 step process to create a corporate account or an organization account

Step 1

Create Individual customer - This is the process of creating the individual profile of those who will be signatories to the account e.g directors. You can create an indvidual customer by clicking here.

Step 2

Create Organization customer - This is the process of creating the organization’s profile. You can create an organization customer by clicking here

Step 3

Create Corporate or Organization account. Note that it is compulsory to pass the customer ID gotten in step 2 above and the business name into the request. You can create the corporate account here

Required Payload

Create corporate account required payload and their description.

Name	Data Type	Description	Mandatory/Optional
Customer ID	String	CustomerID gotten from Create Organization Customer	Mandatory
TransactionTrackingRef	String	A way to track an account to show it has already been created.	Mandatory
AccountOpeningTrackingRef	String	A tracking reference tied to this account	Mandatory
ProductCode	String	Code to be gotten from GetProduct API response or CBA	Mandatory
Account Name	String	The business name	Mandatory
PhoneNo	String	Business phone number	Mandatory
Gender	String	Customer's gender 0 - Female, 1 - Male	Mandatory
Address	String	Business Address	Mandatory
AccountOfficerCode	String	Code to be gotten from GetAccountOfficer API response or CBA	Mandatory
Email	String	Business email	Optional
NotificationPreference	Int	Business preferred notification method	Mandatory
TransactionPermission	String	Business transaction permission	Mandatory
AccountTier	Int	Account tier	Mandatory

📘
NotificationPreference
Notification preference is how customers are notified on transactions
Account Transaction Notification preference
0=none
1=email
2=SMS
3=both email and SMS

📘
TransactionPermission
This refers to transaction access into the account.
Account Transaction Permission
0 = PostDebitAndCredit (This is the default if Null is passed)
1 = PostNoDebit

Expected Request

{
  "CustomerID": "023002",
  "TransactionTrackingRef": "testcop16",
  "AccountOpeningTrackingRef": "testcop16",
  "ProductCode": "900",
  "AccountName": "Qore Enterprise Finance",
  "PhoneNo": "0908889873",
  "Gender": 1,
  "Address": "Lagos",
  "AccountOfficerCode": "3004",
  "Email": "[email protected]",
  "TransactionPermission": "1",
  "NotificationPreference": 1,
   "AccountTier": "1"
}

Expected Response

If the request is successful, it returns a status code of 200 with a response body.

{
    "IsSuccessful": true,
    "CustomerIDInString": null,
    "Message": {
        "AccountNumber": "1100229780",
        "BankoneAccountNumber": "00440031010022978",
        "CustomerID": "022978",
        "FullName": "Tester Quick",
        "CreationMessage": null,
        "Id": 506495
    },
    "TransactionTrackingRef": null,
    "Page": null
}

Note

When adding an extra account to an existing customer, pass the CustomerID in the body of the request and remove the BVN if added previously

You can check out API reference to Create Account Quick

Overview

Step 1

Step 2

Step 3

Required Payload

📘NotificationPreference

📘

TransactionPermission

Expected Request

Expected Response

Note

📘
NotificationPreference