Update people

Update a person's details, such as their last name or phone number.

Update a person

Patch/v2/people/{personId}

Request

Use this request to update or add details about a given person, such as their last name or their phone number. The accountId is required and any other parameters are optional, depending on what you want to update.

Sample requestRequest structure
Copy
Copied
curl -i -X PATCH \
  'https://api.equalsmoney.com/v2/people/ef6d922f-70d5-4433-835c-8c77fa40d814' \
  -H 'Authorization: ApiKey YOUR_API_KEY_HERE' \
  -H 'Content-Type: application/json' \
  -d '{
    "accountId": "F12345",
    "title": "Ms",
    "middleInitials": "A",
    "gender": "Female"
  }'
Copy
Copied
curl -i -X PATCH \
  'https://api.equalsmoney.com/v2/people/{personId} \
  -H 'Authorization: ApiKey YOUR_API_KEY_HERE' \
  -H 'Content-Type: application/json' \
  -d '{
    "accountId": "string",
    "title": "string",
    "middleInitials": "string",
    "gender": "string"
  }'

Path parameters

Parameter Description
personId
string
required
The ID of the person that you want to update.

Allowable values:
An existing personId (<= 36 characters)

Request body schema

Parameter Description
accountId
string
required
The ID of the account that you want to work with.

Allowable values:
An existing accountId (<= 36 characters)
firstName
string
The person's first name.

Allowable values:
<= 256 characters
lastName
string
The person's last name.

Allowable values:
<= 256 characters
title
string or null
The person's first name.

Allowable values:
Master, Mr, Miss, Mrs, Ms, Mx
middleInitials
string or null
The person's middle initials.

Allowable values:
<= 10 characters
dob
string (date) or null
The person's middle initials.

Allowable values:
YYYY-MM-DD
gender
string or null
The person's gender.

Allowable values:
<= 20 characters
nationality
string or null
The person's nationality.

Allowable values:
<= 256 characters
countryOfResidence
string or null
The person's country of residence.

Allowable values:
<= 256 characters
primaryMobileNumber
string
The person's primary mobile phone number.

Allowable values:
<= 50 characters
emailTheme
string or null
The theme used in emails sent to this person.

Allowable values:
em-light, em-dark
transactionalEmailPreference
boolean or null
Whether or not all the personas associated with this person have opted to receive emails.

Allowable values:
true, false

Response

If your request is successful, you'll receive a 200 response containing the updated details for this person.

Sample responseResponse structure
Copy
Copied
{
  "avatar": {
    "url": "",
    "fileName": ""
  },
  "id": "ef6d922f-70d5-4433-835c-8c77fa40d814",
  "productId": "d926625b-5e11-4ec1-b4cd-0af2a8021efc",
  "sub": "2a5a39cf-fda0-4901-9372-3f9039a2ee94",
  "firstName": "Alison",
  "lastName": "Abraham",
  "title": "Ms",
  "middleInitials": "A",
  "dob": "1996-07-17",
  "gender": "Female",
  "nationality": null,
  "countryOfResidence": null,
  "status": "active",
  "primaryMobileNumber": "+447798121212",
  "primaryEmailAddress": "a.abraham@acme.com",
  "createdAt": "2024-01-02T13:47:01.000Z",
  "updatedAt": "2024-01-02T13:47:02.000Z",
  "emailTheme": "em-light",
  "persona": {
    "id": "32684fcd-b4be-438a-88d2-ee9b5f3eecd3",
    "emailAddress": "a.abraham@acme.com",
    "employeeNumber": "948",
    "workNumber": null,
    "status": "invited",
    "jobTitle": "Administrative Assistant",
    "createdByPersonaId": null,
    "transactionalEmailPreference": true,
    "cardTransactionPushNotificationPreference": false,
    "createdAt": "2024-01-02T13:47:02.000Z",
    "updatedAt": "2024-01-02T13:47:02.000Z",
    "inviteSentDate": "2024-01-02T13:47:02.000Z"
  }
}
Copy
Copied
{
  "avatar": {
    "url": "string",
    "fileName": "string"
  },
  "id": "string",
  "productId": "string",
  "sub": "string",
  "firstName": "string",
  "lastName": "string",
  "title": "string",
  "middleInitials": "string",
  "dob": "string",
  "gender": "string",
  "nationality": "string",
  "countryOfResidence": "string",
  "status": "string",
  "primaryMobileNumber": "string",
  "primaryEmailAddress": "string",
  "createdAt": "string",
  "updatedAt": "string",
  "emailTheme": "string",
  "persona": {
    "id": "string",
    "emailAddress": "string",
    "employeeNumber": "string",
    "workNumber": "string",
    "status": "string",
    "jobTitle": "string",
    "createdByPersonaId": "string",
    "transactionalEmailPreference": boolean,
    "cardTransactionPushNotificationPreference": boolean,
    "createdAt": "string",
    "updatedAt": "string",
    "inviteSentDate": "string"
  }
}

For more detailed information about this request and its response, see the API reference.