- 18 Sep 2024
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Update a bankaccount for an organisation
- Updated on 18 Sep 2024
- 2 Minutes to read
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- DarkLight
Update an existing bankaccount connected to an organisation. This will fully overwrite the bankaccount with the data from the request.
Description
Update data for a bank account for an existing organisation. Either reference or externalIdentifier must have a value. Please note that if both identifiers are given, both must match; otherwise, an error message will be generated. It is recommended that the user utilizes only one identifier, with a preference for the reference.
Currently this endpoint can only be used to edit the value for 'isPreferredBankAccount' (true/false). It is not possible to edit the other data fields. If the user wants to edit any of the other data fields, for example the 'BankAccountNumber', the following steps should be taken:
1. Perform delete operation to remove the wrong bank account number.
2. Perform insert operation to add the correct bank account number.
Organisations are tenants who are not natural persons but rather entities such as commercial real estate or partnerships. For instance, a university providing rooms where the rent is collected directly from the tenant.
Use Case
The Bloxs user has been informed by one of the organisations in its portfolio that the current bank account selected as the preferred bank account is incorrect. Therefore this needs to be adjusted. The Bloxs user can use this endpoint to adjust/update the preferred bank account for this organisation.
Field | Description |
---|---|
reference | The relationship number within Bloxs. This is unique (per client specific environment) for all relationships (EstateAgents, Organisations, Owners, Persons, Suppliers). The relationship number is generated by the Bloxs system. This field should contain the reference of the organisation to which the bank accounts belongs. |
externalIdentifier | The unique identifier within the system of the requesting party. This identifier is not generated by the Bloxs system. This field should contain the externalIdentifier of the organisation to which the bank accounts belongs. |
bankAccountNumber | The bank account number assigned to a bank account. This field is used as an identifier to indicate which bank account should be updated. |
bic | BIC code (Bank Identifier Code). An international standard for identifying banks and financial institutions. It is also known as a SWIFT code, as it is governed by the Society for Worldwide Interbank Financial Telecommunication (SWIFT). A BIC code consists of 8 or 11 characters. The components are: Bank Code (4 characters): Identifies the bank. Country Code (2 characters): Indicates the country in which the bank is located, following the ISO 3166-1 alpha-2 standard. Location Code (2 characters): Specifies the bank's location within the country. Branch Code (3 characters, optional): Identifies a specific branch or office of the bank. |
isBankAccountNonIBAN | Indicator showing that the bank account number is not an IBAN (International Bank Account Number) account. Bloxs applies a verification process to check if a bank account number is an IBAN. By using this checkbox, you can bypass the verification for non-IBAN numbers. This is relevant for instances such as expats making payments from a non-IBAN account. |
isPreferredBankAccount | A bank account can be designated as the preferred account. When a new bank account is submitted and marked as preferred, the other bank accounts will be designated as 'other'. Therefore, you do not need the PUT to adjust the other bank accounts. If there is only one bank account, it will automatically be marked as preferred. |
Please enter a valid token
The internal identifier of the model (i.e. Reference, Code, Name, depends on model).
The external API identifier of the model.
The bank account was updated
The bank account data has validation issues