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Create Corporate Account

Corporate account creation process

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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.

NameData TypeDescriptionMandatory/Optional
Customer IDStringCustomerID gotten from Create Organization CustomerMandatory
TransactionTrackingRefStringA way to track an account to show it has already been created.Mandatory
AccountOpeningTrackingRefStringA tracking reference tied to this accountMandatory
ProductCodeStringCode to be gotten from GetProduct API response or CBAMandatory
Account Name StringThe business nameMandatory
PhoneNoStringBusiness phone numberMandatory
GenderStringCustomer's gender
0 - Female, 1 - Male		Mandatory
AddressStringBusiness AddressMandatory
AccountOfficerCodeStringCode to be gotten from GetAccountOfficer API response or CBAMandatory
EmailStringBusiness emailOptional
NotificationPreferenceIntBusiness preferred notification methodMandatory
TransactionPermissionStringBusiness transaction permissionMandatory
AccountTierIntAccount tierMandatory

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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

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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

Updated 12 months ago