1.4.1 Retail Party Info

An single event is published during an amendment process with consolidated amendments across data segments of retail party.

Retail Party Information event is published during an amendment process through.

  • User Interface (PUT API Request)
  • PUT API Request
  • PATCH API Request

Table 1-2 Data Segment

Data Segment Code Data Segment Name Topic Name Party Type
DS0105 RET_PARTY_AMEND obpyRetAmendPartyInfo Retail

Note:

For PUT API Request, “httpMethod” is populated as “PUT” and for PATCH API Request “httpMethod” is populated as “PATCH”.

Event for PUT API

The PUT API method, an HTTP request method, is utilized for updating the party information. PUT method replaces the existing information with the new data provided in the request.

Using the PUT API method for amendments, event publishing will not be contingent on the information provided in the request and will include all the attributes based on the amendment process.

Event Payload
{
    "applicationNumber": "APP000000005",
    "branchCode": "000",
    "userId": "OBPYADM001",
    "partyId": "000095425",
    "externalCustomerId": "000095425",
    "partyType": "I",
    "eventType": "AMEND",
    "handoffStatus": "SUCCESS",
    "sourceProductId": "OBPY",
    "datasegmentCode": "DS0105",
    "datasegmentName": "RET_PARTY_AMEND",
    "httpMethod": "PUT",
    "amendPayload": "{\"partyId\":\"000096575\",\"basicInfoAndCitizenshipDetails\":{\"recordId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"partyType\":\"I\",\"partySubType\":\"INDIVIDUAL\",\"applicationNumber\":\"APP000000431\",\"customerVersionNo\":1,\"facebookURL\":\"www.facebook.com/Facebook\",\"twitterURL\":\"www.twitter.com/Twitter\",\"instagramID\":\"\",\"blog\":\"www.blog.com/Blog\",\"tumblrID\":\"www.blog.com/Tumblrid\",\"rmId\":\"RATNESH1\",\"handOffStatus\":true,\"language\":\"ENG\",\"externalCustomerNo\":\"000096575\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"recordStat\":\"O\",\"versionNo\":1,\"gender\":\"F\",\"dateOfBirth\":\"2000-01-01\",\"customerSince\":\"2018-03-30\",\"maritalStatus\":\"MRD\",\"nationality\":\"US\",\"birthCountry\":\"US\",\"countryOfResidence\":\"US\",\"firstName\":\"Lizzie\",\"middleName\":\"TMN\",\"lastName\":\"Kreiger\",\"maidenName\":\"TMN\",\"shortName\":\"RSN\",\"residentStatus\":\"R\",\"title\":\"PHD\",\"suffix\":\"SR\",\"customerSegment\":\"HNI\",\"currency\":\"USD\",\"branchCode\":\"000\",\"isCustomer\":true,\"isInstaOnboarded\":false,\"staff\":false,\"frozen\":false,\"bankrupt\":false,\"deceased\":false,\"whereaboutsUnknown\":false,\"isMinorCustomer\":false,\"riskLevel\":\"RS2\",\"detailPurpose\":\"SAV\",\"originCode\":\"SO\",\"subOriginCode\":\"PEN\",\"salutation\":\"MR\",\"duplicateMerge\":true,\"referralSource\":\"WEB\",\"customerStatus\":\"ACT\",\"memberStartDate\":\"2018-03-30\",\"sponsor\":\"SBL\",\"links\":[]},\"idDetails\":{\"recordId\":\"1354817558735110144\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"partyIdInfoDetailsList\":[{\"id\":\"1354817558735110145\",\"parentId\":\"1354817558735110144\",\"idType\":\"DLS\",\"idStatus\":\"AVL\",\"uniqueId\":\"100055\",\"placeOfIssue\":\"NY\",\"validFrom\":\"2018-03-30\",\"validTill\":\"2022-01-01\",\"remarks\":\"Driving License\",\"preferred\":true,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OB000001\"}],\"maxSequence\":\"000001\",\"links\":[]},\"contactDetails\":{\"recordId\":\"1354817558705750016\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"maxSequence\":\"000002\",\"partyContactDetailsList\":[{\"id\":\"1354817558705750017\",\"parentId\":\"1354817558705750016\",\"mediaType\":\"MBL\",\"line1\":\"91\",\"line2\":\"8374674\",\"contactSubType\":\"BUS\",\"preferred\":true,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OBCNT000001\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"},{\"id\":\"1354817558705750018\",\"parentId\":\"1354817558705750016\",\"mediaType\":\"EML\",\"line1\":\"noreply@noreply.com\",\"contactSubType\":\"PER\",\"preferred\":true,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OBCNT000002\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"currentAddressDetails\":{\"recordId\":\"1354817558772858880\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"maxSequence\":\"000003\",\"partyContactDetailsList\":[{\"id\":\"1354817558772858881\",\"partyId\":\"000096575\",\"addressType\":\"C\",\"buildingName\":\"Build15\",\"streetName\":\"Street1\",\"city\":\"city1\",\"state\":\"NY\",\"country\":\"US\",\"zipCode\":\"34556\",\"zipExtension\":\"9001\",\"addressSource\":\"RES\",\"mobileNumber\":\"9000000001\",\"officialNumber\":\"8000000001\",\"mobileNumberIsd\":\"91\",\"officialNumberIsd\":\"\",\"emailId\":\"noreply@noreply.com\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"recordStat\":\"O\",\"versionNo\":1,\"parentId\":\"1354817558772858880\",\"location\":\"GB\",\"preferred\":true,\"currentAddress\":true,\"addressFrom\":\"2018-03-02\",\"recordIdentifier\":\"OB000001\",\"maxSequence\":\"000002\",\"partyMediaContactDetails\":[{\"id\":\"1354817558772858882\",\"parentId\":\"1354817558772858881\",\"mediaType\":\"EML\",\"line1\":\"noreply@noreply.com\",\"preferred\":true,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OBADR000001\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"},{\"id\":\"1354817558777053184\",\"parentId\":\"1354817558772858881\",\"mediaType\":\"EML\",\"line1\":\"noreply@noreply.com\",\"preferred\":false,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OBADR000002\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}]},{\"id\":\"1354817558777053185\",\"partyId\":\"000096575\",\"addressType\":\"R\",\"buildingName\":\"Build15\",\"streetName\":\"Street1\",\"city\":\"city1\",\"state\":\"NY\",\"country\":\"US\",\"zipCode\":\"34556\",\"zipExtension\":\"9001\",\"addressSource\":\"RES\",\"mobileNumber\":\"9000000001\",\"officialNumber\":\"8000000001\",\"mobileNumberIsd\":\"91\",\"officialNumberIsd\":\"\",\"emailId\":\"noreply@noreply.com\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"recordStat\":\"O\",\"versionNo\":1,\"parentId\":\"1354817558772858880\",\"location\":\"GB\",\"preferred\":true,\"currentAddress\":true,\"addressFrom\":\"2018-03-02\",\"recordIdentifier\":\"OB000002\",\"maxSequence\":\"000002\",\"partyMediaContactDetails\":[{\"id\":\"1354817558777053186\",\"parentId\":\"1354817558777053185\",\"mediaType\":\"EML\",\"line1\":\"noreply@noreply.com\",\"preferred\":true,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OBADR000001\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"},{\"id\":\"1354817558777053187\",\"parentId\":\"1354817558777053185\",\"mediaType\":\"EML\",\"line1\":\"noreply@noreply.com\",\"preferred\":false,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OBADR000002\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}]}],\"links\":[]},\"previousAddressDetails\":{\"recordId\":\"1354817558772858880\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"maxSequence\":\"000003\",\"partyContactDetailsList\":[{\"id\":\"1354817558781247488\",\"addressType\":\"C\",\"buildingName\":\"Build15\",\"streetName\":\"Street1\",\"city\":\"city1\",\"state\":\"NY\",\"country\":\"US\",\"zipCode\":\"34556\",\"mobileNumber\":\"9000000001\",\"officialNumber\":\"8000000001\",\"mobileNumberIsd\":\"91\",\"officialNumberIsd\":\"\",\"emailId\":\"noreply@noreply.com\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"recordStat\":\"O\",\"versionNo\":1,\"parentId\":\"1354817558772858880\",\"location\":\"GB\",\"preferred\":false,\"currentAddress\":false,\"addressFrom\":\"2015-03-02\",\"addressTill\":\"2018-03-02\",\"recordIdentifier\":\"OB000003\",\"partyMediaContactDetails\":[]}],\"links\":[]},\"taxDeclarationDetails\":{\"recordId\":\"1354817558852550657\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"partyTaxInfoDetailsList\":[{\"id\":\"1354817558852550658\",\"parentId\":\"1354817558852550657\",\"formType\":\"W9\",\"validFrom\":\"2018-03-30\",\"taxResidentStatus\":\"R\",\"taxIdentificationNumberType\":\"SSN\",\"taxIdentificationNumberStatus\":\"CERT\",\"taxIdentificationNumber\":\"222-22-2222\",\"foreignTaxIdentificationNumber\":\"344141\",\"certificationDate\":\"2018-03-30\",\"backupWithholdingExempt\":false,\"taxCountryCode\":\"US\",\"certificationCode\":\"FON\",\"versionNo\":1,\"recordStat\":\"O\",\"partyTaxInfoNoticeDetailsList\":[{\"id\":\"1354817558852550659\",\"parentId\":\"1354817558852550658\",\"noticeType\":\"NCBF\",\"noticeReceivedDate\":\"2020-05-26\",\"noticeSentDate\":\"2020-05-26\",\"complianceDate\":\"2020-05-26\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"recordIdentifier\":\"OB000001\"}],\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"maxSequence\":\"000001\"}],\"links\":[]},\"visaDetails\":{\"recordId\":\"1354817558873522176\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"partyVisaInfoDetails\":{\"id\":\"1354817558873522177\",\"parentId\":\"1354817558873522176\",\"countryOfVisa\":\"US\",\"typeOfVisa\":\"VTU\",\"visaNumber\":\"23123456\",\"visaIssueDate\":\"2020-03-01\",\"visaExpiryDate\":\"2023-08-04\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"},\"links\":[]},\"datesDetails\":{\"recordId\":\"1354817558894493696\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"datesDetailsList\":[{\"id\":\"1354817558894493697\",\"parentId\":\"1354817558894493696\",\"partyId\":\"000096575\",\"dateType\":\"SEB\",\"date\":\"2020-03-05\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"educationalQualificationDetails\":{\"recordId\":\"1354817558911270912\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"educationDetailsRetailList\":[{\"id\":\"1354817558911270913\",\"parentId\":\"1354817558911270912\",\"partyId\":\"000096575\",\"degreeType\":\"DEG\",\"courseName\":\"UG\",\"courseSpecialization\":\"cse\",\"dateOfCompletion\":\"2018-03-30\",\"isHighestDegree\":\"Y\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"supportingDocumentDetails\":{\"recordId\":\"1354817558928048128\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"supportDocRetailDetailModelList\":[{\"id\":\"1354817558928048129\",\"parentId\":\"1354817558928048128\",\"partyId\":\"0000965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we share your credit report from a credit reporting agency?\",\"answerDescription\":\"No\"}],\"links\":[]},\"additionalDetails\":{\"recordId\":\"1354817559133569024\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"isInsider\":true,\"insiderRole\":\"DIR\",\"insiderRemarks\":\"approve\",\"isSpeciallyAbled\":true,\"detailsOfSpecialNeed\":\"LVN\",\"remarksForSpecialNeed\":\"Low Vision\",\"isArmedForces\":false,\"isMLA\":false,\"isPEP\":true,\"remarksForPEP\":\"Politically Exposed Person\",\"isFidm\":true,\"remarksForFIDM\":\"Test66\",\"fidmDefaultAmount\":100,\"fidmAgency\":\"true\",\"fidmdateOfReport\":\"2018-01-30\",\"links\":[]},\"membershipAndAssociationDetails\":{\"recordId\":\"1354817559154540544\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"partyMembershiplist\":[{\"id\":\"1354817559154540545\",\"parentId\":\"1354817559154540544\",\"partyId\":\"000096575\",\"institutionName\":\"BIT\",\"institutionType\":\"PVT\",\"membershipType\":\"LT\",\"memeberSince\":\"2020-03-05\",\"memebershipValidTill\":\"2020-06-05\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"assetDetails\":{\"recordId\":\"1354817559230038016\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"assetsRetailList\":[{\"id\":\"1354817559238426624\",\"parentId\":\"1354817559230038016\",\"partyId\":\"000096575\",\"assetId\":\"AST2508696577\",\"assetType\":\"HOU\",\"assetDescription\":\"HOUSE\",\"assetCcy\":\"USD\",\"assetValue\":100,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"liabilityDetails\":{\"recordId\":\"1354817559251009536\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"liabilitiesDetailsList\":[{\"id\":\"1354817559251009537\",\"parentId\":\"1354817559251009536\",\"partyId\":\"000096575\",\"liabilityType\":\"PLN\",\"liabilityDescription\":\"PLN\",\"liabilityCCY\":\"USD\",\"liabilityValue\":50,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"incomeDetails\":{\"recordId\":\"1354817559183900672\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"incomeDetailsList\":[{\"id\":\"1354817559183900673\",\"parentId\":\"1354817559183900672\",\"partyId\":\"000096575\",\"incomeType\":\"SAL\",\"incomeDescription\":\"SAL\",\"incomeCCY\":\"USD\",\"incomeValue\":100,\"incomeFrequency\":\"WEK\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"expenseDetails\":{\"recordId\":\"1354817559209066496\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"expenseRetailDetailsList\":[{\"id\":\"1354817559209066497\",\"parentId\":\"1354817559209066496\",\"partyId\":\"000096575\",\"expenseType\":\"RNT\",\"expenseDescription\":\"rentals\",\"expenseCCY\":\"USD\",\"expenseValue\":100,\"expenseFrequency\":\"WEK\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"beneficiallyOwnedCompanyDetails\":{\"recordId\":\"1354817559267786752\",\"parentId\":\"1354817558672195584\",\"partyId\":\"000096575\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\",\"beneficiallyCoDetailsList\":[{\"id\":\"1354817559271981056\",\"parentId\":\"1354817559267786752\",\"companyName\":\"ORACLE\",\"percentageHoldings\":\"50\",\"incomeCcy\":\"USD\",\"annualIncome\":\"100\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]},\"otherFinancialProfileDetails\":{\"recordId\":\"1354817559167123456\",\"partyId\":\"000096575\",\"parentId\":\"1354817558672195584\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"creationDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updationDate\":\"2018-03-30T14:01:17\",\"relationshipRetailList\":[{\"id\":\"1354817559167123457\",\"partyId\":\"000096575\",\"parentId\":\"1354817559167123456\",\"institutionName\":\"BIT\",\"relationshipType\":\"CS\",\"relationshipWorth\":100,\"relationshipSince\":\"2020-03-05\",\"relationshipCcy\":\"USD\",\"accountNumber\":\"Test001\",\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"OBPYADM001\",\"createdDate\":\"2018-03-30T14:01:17\",\"updatedBy\":\"OBPYADM001\",\"updatedDate\":\"2018-03-30T14:01:17\"}],\"links\":[]}}",
    "amendDateTime": "2025-03-27T07: 05: 27.951426522",
    "applicationDate": "2018-03-30"
}

Event for PATCH API

The PATCH API method, an HTTP request method, is utilized for record and field-level modifications of party information, rather than updating the entire party or data segment Information. This event encompasses modifications such as addition, deletion, modification of party information.

Using PATCH API method for amendments, event publishing will be contingent on the information provided in the request and will solely include the attributes that have been modified. Through PATCH API method specific fields can be added, updated, or removed by specifying the attributes requiring modification.

{
    "applicationNumber": "OBPYAPP000250777740",
    "branchCode": "000",
    "userId": "USER1",
    "partyId": "PTY0001",
    "externalCustomerId": "PTY0001",
    "partyType": "I",
    "eventType": "AMEND",
    "handoffStatus": "SUCCESS",
    "sourceProductId": "OBPY",
    "datasegmentCode": "DS0105",
    "datasegmentName": "RET_PARTY_AMEND",
    "httpMethod": "PATCH",
    "amendPayload": "{\"partyType\":\"I\",\"partySubType\":\"INDIVIDUAL\",\"customerVersionNo\":1,\"isKYCVerified\":\"Y\",\"rmId\":\"USER1\",\"language\":\"ENG\",\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\",\"versionNo\":1,\"gender\":\"M\",\"dateOfBirth\":\"2000-01-01\",\"customerSince\":\"2020-03-26\",\"maritalStatus\":\"MRD\",\"nationality\":\"US\",\"nationalId\":\"FirstName\",\"birthCountry\":\"US\",\"countryOfResidence\":\"US\",\"firstName\":\"Karna\",\"middleName\":\"Karna\",\"lastName\":\"Karna\",\"maidenName\":\"Karna\",\"shortName\":\"FiFi1585180800\",\"residentStatus\":\"R\",\"title\":\"CFP\",\"suffix\":\"SR\",\"customerSegment\":\"EA\",\"currency\":\"USD\",\"nameInLocalLanguage\":\"FirstName\",\"branchCode\":\"000\",\"isCustomer\":true,\"isInstaOnboarded\":false,\"staff\":false,\"frozen\":false,\"bankrupt\":false,\"deceased\":false,\"whereaboutsUnknown\":false,\"isMinorCustomer\":false,\"birthPlace\":\"FirstName\",\"riskLevel\":\"RS1\",\"detailPurpose\":\"LOR\",\"occupation\":\"OWN\",\"profession\":\"441211\",\"originCode\":\"SO\",\"subOriginCode\":\"PEN\",\"salutation\":\"MR\",\"duplicateMerge\":true,\"referralSource\":\"WEB\",\"customerStatus\":\"ACT\",\"memberStartDate\":\"2020-03-26\",\"sponsor\":\"GRP\",\"duplicateOverride\":false,\"partyContactDetailsList\":[{\"op\":\"replace\",\"params\":{\"recordIdentifier\":\"OB000001\"},\"values\":{\"addressType\":\"C\",\"buildingName\":\"Build15\",\"streetName\":\"Street1\",\"city\":\"city1\",\"state\":\"NY\",\"country\":\"US\",\"zipCode\":\"34556\",\"addressSource\":\"RES\",\"createdBy\":\"USER1\",\"createdDate\":\"2018-03-30T12:22:38\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2018-03-30T12:23:01\",\"recordStat\":\"O\",\"versionNo\":2,\"location\":\"GB\",\"preferred\":true,\"currentAddress\":true,\"addressFrom\":\"2018-03-02\",\"partyMediaContactDetails\":[{\"op\":\"replace\",\"params\":{\"recordIdentifier\":\"OBADR000001\"},\"values\":{\"mediaType\":\"EML\",\"line1\":\"yesreply@noreply.com\",\"preferred\":true,\"versionNo\":1,\"recordStat\":\"O\",\"createdBy\":\"USER1\",\"createdDate\":\"2018-03-30T12:22:38\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2018-03-30T12:22:38\"}}]}}],\"powerOfAttorneyDetails\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY00000025036740116\"},\"values\":{\"associatedSince\":\"2021-03-10\",\"isPreferredPOA\":true,\"versionNo\":2,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"employmentDetailsRetailList\":[{\"op\":\"replace\",\"params\":{\"recordIdentifier\":\"OB000001\"},\"values\":{\"employmentType\":\"SVC\",\"organizationName\":\"OFSS\",\"organizationCategory\":\"PVT\",\"demographics\":\"GLO\",\"employmentStatus\":\"FTM\",\"employerAddress\":\"NewYork\",\"grossAnnualSalary\":100,\"empAgreement\":\"Y\",\"occupation\":\"EPD\",\"startDate\":\"2020-03-05\",\"professionName\":\"CAP\",\"versionNo\":3,\"recordStat\":\"O\",\"createdDate\":\"2020-03-26T12:24:43\",\"updatedDate\":\"2020-03-26T12:34:24\",\"recordIdentifier\":\"OB000001\"}}],\"householdDetailsRetailList\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY00000025036740116\"},\"values\":{\"familymemberType\":\"FTR\",\"reverseFamilyMemberType\":\"SON\",\"isaDependent\":\"N\",\"versionNo\":2,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"solicitorDetailsList\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY00000025036740116\"},\"values\":{\"registrationNumber\":\"000408763\",\"isPreferredSolicitor\":true,\"remarks\":\"A003\",\"versionNo\":2,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"partyContactDetailsList\":[{\"op\":\"replace\",\"params\":{\"recordIdentifier\":\"OBCNT000001\"},\"values\":{\"mediaType\":\"MBL\",\"line1\":\"1\",\"line2\":\"62226545\",\"contactSubType\":\"BUS\",\"preferred\":true,\"versionNo\":2,\"recordStat\":\"O\",\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"partyTaxInfoDetailsList\":[{\"op\":\"replace\",\"params\":{\"formType\":\"W9\"},\"values\":{\"formType\":\"W9\",\"validFrom\":\"2020-03-26\",\"taxResidentStatus\":\"C\",\"taxIdentificationNumberType\":\"SSN\",\"taxIdentificationNumberStatus\":\"CERT\",\"taxIdentificationNumber\":\"125-45-6790\",\"foreignTaxIdentificationNumber\":\"344141\",\"certificationDate\":\"2024-08-01\",\"backupWithholdingExempt\":false,\"taxCountryCode\":\"US\",\"certificationCode\":\"FON\",\"partyTaxInfoNoticeDetailsList\":[{\"op\":\"add\",\"params\":{\"recordIdentifier\":\"OB000001\"},\"values\":{\"id\":\"1351538312780783616\",\"parentId\":\"1351538229884559361\",\"noticeType\":\"NCBF\",\"noticeReceivedDate\":\"2020-05-26\",\"noticeSentDate\":\"2020-05-26\",\"complianceDate\":\"2020-05-26\",\"versionNo\":1,\"recordIdentifier\":\"OB000001\"}}]}}],\"guardianDetailsList\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY00000025036740116\"},\"values\":{\"familymemberType\":\"FTR\",\"reverseFamilyMemberType\":\"SON\",\"isPreferredGuardian\":true,\"versionNo\":2,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"partyIdInfoDetailsList\":[{\"op\":\"replace\",\"params\":{\"recordIdentifier\":\"OB000001\"},\"values\":{\"idType\":\"DLS\",\"idStatus\":\"AVL\",\"uniqueId\":\"102E1\",\"placeOfIssue\":\"NY\",\"validFrom\":\"2000-01-01\",\"validTill\":\"2022-01-01\",\"remarks\":\"DrivingLicense\",\"preferred\":true,\"versionNo\":2,\"recordStat\":\"O\",\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"relatedToInsiderDetailsList\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY00000025036740116\"},\"values\":{\"familymemberType\":\"SON\",\"reverseFamilyMemberType\":\"FTR\",\"versionNo\":2,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T18:20:24\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T18:20:43\"}}],\"consentList\":[{\"op\":\"replace\",\"params\":{\"eSignConsent\":true,\"marketingConsent\":false,\"links\":[]},\"values\":{\"versionNo\":12,\"recordStat\":\"O\",\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T10:37:44\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T10:37:44\",\"eSignConsent\":true,\"marketingConsent\":true,\"minorConsentDate\":\"2020-05-02\",\"partyMarketingCommsDetailsList\":[{\"op\":\"replace\",\"params\":{\"recordIdentifier\":\"OB000001\"},\"values\":{\"channel\":\"EML\",\"contactValue\":\"noreply@noreply.com\",\"preferredTime\":\"FIR\",\"timeZone\":\"ET\"}}],\"partyConsentDetailsList\":[{\"op\":\"replace\",\"params\":{\"consentType\":\"E_SIGN\",\"questionCode\":\"eecc3b34-ccd4-448e-ac8f-f914f6cd477d\"},\"values\":{\"answerDescription\":\"No\"}}],\"links\":[]}}],\"custodianDetailsList\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY0002\"},\"values\":{\"familymemberType\":\"FTR\",\"reverseFamilyMemberType\":\"SON\",\"isPreferredCustodian\":true,\"versionNo\":8,\"createdBy\":\"USER1\",\"createdDate\":\"2018-03-30T12:22:38\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2018-03-30T12:58:34\"}},{\"op\":\"add\",\"params\":{},\"values\":{\"associatePartyId\":\"PTY0003\",\"familymemberType\":\"FTR\",\"reverseFamilyMemberType\":\"SON\",\"isPreferredCustodian\":false,\"createdBy\":\"USER1\",\"createdDate\":\"2018-03-30T12:58:34\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2018-03-30T12:58:34\"}}],\"PartyAddnInfoMasterModel\":{\"versionNo\":1,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T15:58:23\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T17:35:47\",\"isInsider\":\"false\",\"insiderRole\":\"BoardMember\",\"insiderRemarks\":\"Seniormember\",\"isSpeciallyAbled\":\"false\",\"detailsOfSpecialNeed\":null,\"remarksForSpecialNeed\":null,\"isArmedForces\":\"false\",\"serviceBranch\":null,\"remarksForArmedForce\":null,\"employeeId\":\"E1234\",\"isMLA\":\"false\",\"isPEP\":\"false\",\"remarksForPEP\":\"false\",\"isFidm\":\"false\",\"remarksForFIDM\":\"false\",\"fidmDefaultAmount\":\"0\",\"fidmAgency\":\"false\",\"fidmdateOfReport\":\"2002-01-30\"},\"serviceMemberDetailsRetailList\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY0001\",\"associatePartyId\":\"PTY00000024269715743\"},\"values\":{\"familymemberType\":\"FNP\",\"reverseFamilyMemberType\":\"FDT\",\"isaMLA\":\"Y\",\"versionNo\":1,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T10:38:55\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T14:08:46\"}}],\"relatedPartyDetails\":[{\"op\":\"replace\",\"params\":{\"partyId\":\"PTY00000024323728625\",\"associatePartyId\":\"000000012139\",\"relationSubType\":\"HOU\"},\"values\":{\"secondaryParty\":\"REL\",\"remarks\":\"working-relatedParty\",\"versionNo\":10,\"createdBy\":\"USER1\",\"createdDate\":\"2020-03-26T10:37:22\",\"updatedBy\":\"USER1\",\"updatedDate\":\"2020-03-26T14:08:46\"}}]}",
    "amendDateTime": "2025-03-18T12: 50: 46.429275",
    "applicationDate": "2020-03-26"
}

Parent topic: Retail Party Amendment