Synctera.Accounts (Synctera v1.0.0)

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Synctera 'Accounts' endpoints.

Code generated by scripts/generate.py from the Synctera OpenAPI spec. Do not edit by hand — re-run mix generate (or python3 scripts/generate.py) to regenerate.

Summary

Functions

Create an account — Create a shadow mode or lead mode account. You need to determine the mode according to integrator configuration, and specify the required fields accordingly. Shadow mode required fields: - account_number - status Lead mode required fields: - account_template_id - relationships

Like create_account/2 but returns the value directly and raises on error.

Create account relationship — Add a customer to an account

Like create_account_relationship/3 but returns the value directly and raises on error.

Create an account product — Create an account product. Rates cannot be nil or empty.

Like create_account_resource_product/2 but returns the value directly and raises on error.

Create an account template — Create an account template. An account template is need when create an account in a lead mode

Like create_account_template/2 but returns the value directly and raises on error.

Delete account relationship — Delete account relationship

Delete account template — Delete account template

Like delete_account_template/3 but returns the value directly and raises on error.

Get account — Get an account

Like get_account/3 but returns the value directly and raises on error.

Get account relationship — Get account relationship by ID

Get account template — Get an account template

Like get_account_template/3 but returns the value directly and raises on error.

List account relationships — List all customers of an account

Like list_account_relationship/3 but returns the value directly and raises on error.

List account products — List account Products

Like list_account_resource_products/2 but returns the value directly and raises on error.

List account templates — List account templates

Like list_account_templates/2 but returns the value directly and raises on error.

List accounts — Get paginated list of Accounts associated

Like list_accounts/2 but returns the value directly and raises on error.

Patch account — Patch account. Immutable fields: - account_number - account_type - account_template_id - customer_type Please note: - Other fields cannot be modified when access_status is FROZEN. - access_status has to be patched individually without other fields.

Like patch_account/3 but returns the value directly and raises on error.

Patch account product — Patch account product. Rates requires at minimum 1 entry if specified.

Like patch_account_product/3 but returns the value directly and raises on error.

Update account — Update account Shadow mode required fields: - account_number - status Lead mode required fields: - All fields are required. Please note: - access_status needs to be in ACTIVE. - PUT request cannot change access_status.

Like update_account/3 but returns the value directly and raises on error.

Update account relationship — Update account relationship. Only relationship_type can be updated. customer_id should not be modified.

Update account template — Update account template

Like update_account_template/3 but returns the value directly and raises on error.

Functions

create_account(client, opts \\ [])

@spec create_account(
  Synctera.Client.t(),
  keyword()
) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Create an account — Create a shadow mode or lead mode account. You need to determine the mode according to integrator configuration, and specify the required fields accordingly. Shadow mode required fields: - account_number - status Lead mode required fields: - account_template_id - relationships

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

create_account!(client, opts)

@spec create_account!(
  Synctera.Client.t(),
  keyword()
) :: Synctera.JSON.json()

Like create_account/2 but returns the value directly and raises on error.

create_account_relationship(client, account_id, opts \\ [])

@spec create_account_relationship(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Create account relationship — Add a customer to an account

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

create_account_relationship!(client, account_id, opts)

@spec create_account_relationship!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like create_account_relationship/3 but returns the value directly and raises on error.

create_account_resource_product(client, opts \\ [])

@spec create_account_resource_product(
  Synctera.Client.t(),
  keyword()
) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Create an account product — Create an account product. Rates cannot be nil or empty.

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

create_account_resource_product!(client, opts)

@spec create_account_resource_product!(
  Synctera.Client.t(),
  keyword()
) :: Synctera.JSON.json()

Like create_account_resource_product/2 but returns the value directly and raises on error.

create_account_template(client, opts \\ [])

@spec create_account_template(
  Synctera.Client.t(),
  keyword()
) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Create an account template — Create an account template. An account template is need when create an account in a lead mode

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

create_account_template!(client, opts)

@spec create_account_template!(
  Synctera.Client.t(),
  keyword()
) :: Synctera.JSON.json()

Like create_account_template/2 but returns the value directly and raises on error.

delete_account_relationship(client, account_id, relationship_id, opts \\ [])

@spec delete_account_relationship(
  Synctera.Client.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Delete account relationship — Delete account relationship

Options

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

delete_account_relationship!(client, account_id, relationship_id, opts)

@spec delete_account_relationship!(
  Synctera.Client.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  Synctera.JSON.json()

Like delete_account_relationship/4 but returns the value directly and raises on error.

delete_account_template(client, template_id, opts \\ [])

@spec delete_account_template(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Delete account template — Delete account template

Options

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

delete_account_template!(client, template_id, opts)

@spec delete_account_template!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like delete_account_template/3 but returns the value directly and raises on error.

get_account(client, account_id, opts \\ [])

@spec get_account(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Get account — Get an account

Options

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

get_account!(client, account_id, opts)

@spec get_account!(Synctera.Client.t(), String.t(), keyword()) :: Synctera.JSON.json()

Like get_account/3 but returns the value directly and raises on error.

get_account_relationship(client, account_id, relationship_id, opts \\ [])

@spec get_account_relationship(Synctera.Client.t(), String.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Get account relationship — Get account relationship by ID

Options

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

get_account_relationship!(client, account_id, relationship_id, opts)

@spec get_account_relationship!(
  Synctera.Client.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  Synctera.JSON.json()

Like get_account_relationship/4 but returns the value directly and raises on error.

get_account_template(client, template_id, opts \\ [])

@spec get_account_template(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Get account template — Get an account template

Options

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

get_account_template!(client, template_id, opts)

@spec get_account_template!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like get_account_template/3 but returns the value directly and raises on error.

list_account_relationship(client, account_id, opts \\ [])

@spec list_account_relationship(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

List account relationships — List all customers of an account

Options

Query options: :limit, :page_token

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

list_account_relationship!(client, account_id, opts)

@spec list_account_relationship!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like list_account_relationship/3 but returns the value directly and raises on error.

list_account_resource_products(client, opts \\ [])

@spec list_account_resource_products(
  Synctera.Client.t(),
  keyword()
) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

List account products — List account Products

Options

Query options: :limit, :page_token, :start_date, :end_date, :product_type

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

list_account_resource_products!(client, opts)

@spec list_account_resource_products!(
  Synctera.Client.t(),
  keyword()
) :: Synctera.JSON.json()

Like list_account_resource_products/2 but returns the value directly and raises on error.

list_account_templates(client, opts \\ [])

@spec list_account_templates(
  Synctera.Client.t(),
  keyword()
) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

List account templates — List account templates

Options

Query options: :limit, :page_token

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

list_account_templates!(client, opts)

@spec list_account_templates!(
  Synctera.Client.t(),
  keyword()
) :: Synctera.JSON.json()

Like list_account_templates/2 but returns the value directly and raises on error.

list_accounts(client, opts \\ [])

@spec list_accounts(
  Synctera.Client.t(),
  keyword()
) :: {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

List accounts — Get paginated list of Accounts associated

Options

Query options: :id, :linked_account_id, :overdraft_account_id, :overflow_account_id, :account_number, :status, :interest_product_id, :customer_type, :customer_id, :business_id, :person_id, :first_name, :last_name, :limit, :page_token, :sort_by

  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

list_accounts!(client, opts)

@spec list_accounts!(
  Synctera.Client.t(),
  keyword()
) :: Synctera.JSON.json()

Like list_accounts/2 but returns the value directly and raises on error.

patch_account(client, account_id, opts \\ [])

@spec patch_account(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Patch account — Patch account. Immutable fields: - account_number - account_type - account_template_id - customer_type Please note: - Other fields cannot be modified when access_status is FROZEN. - access_status has to be patched individually without other fields.

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

patch_account!(client, account_id, opts)

@spec patch_account!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like patch_account/3 but returns the value directly and raises on error.

patch_account_product(client, product_id, opts \\ [])

@spec patch_account_product(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Patch account product — Patch account product. Rates requires at minimum 1 entry if specified.

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

patch_account_product!(client, product_id, opts)

@spec patch_account_product!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like patch_account_product/3 but returns the value directly and raises on error.

update_account(client, account_id, opts \\ [])

@spec update_account(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Update account — Update account Shadow mode required fields: - account_number - status Lead mode required fields: - All fields are required. Please note: - access_status needs to be in ACTIVE. - PUT request cannot change access_status.

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

update_account!(client, account_id, opts)

@spec update_account!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like update_account/3 but returns the value directly and raises on error.

update_account_relationship(client, account_id, relationship_id, opts \\ [])

@spec update_account_relationship(
  Synctera.Client.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Update account relationship — Update account relationship. Only relationship_type can be updated. customer_id should not be modified.

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

update_account_relationship!(client, account_id, relationship_id, opts)

@spec update_account_relationship!(
  Synctera.Client.t(),
  String.t(),
  String.t(),
  keyword()
) ::
  Synctera.JSON.json()

Like update_account_relationship/4 but returns the value directly and raises on error.

update_account_template(client, template_id, opts \\ [])

@spec update_account_template(Synctera.Client.t(), String.t(), keyword()) ::
  {:ok, Synctera.JSON.json()} | {:error, Synctera.Error.t()}

Update account template — Update account template

Options

  • :body — request body (map), required.
  • :idempotency_key — see Synctera.Idempotency.
  • :device_info — a %Synctera.DeviceInfo{} overriding the client default.

update_account_template!(client, template_id, opts)

@spec update_account_template!(Synctera.Client.t(), String.t(), keyword()) ::
  Synctera.JSON.json()

Like update_account_template/3 but returns the value directly and raises on error.