TreasuryPrime.Person (TreasuryPrime v1.0.0)

Copy Markdown View Source

The canonical, current record for an individual associated with one or more accounts (as an owner, signer, or authorized user) — created automatically when their TreasuryPrime.PersonApplication is approved.

Unlike TreasuryPrime.PersonApplication (a point-in-time snapshot taken at application time), Person reflects current information and can be updated as it changes (e.g. a new address or phone number).

There is no list/2 for this resource — fetch a person by the person_id/primary_person_id found on a TreasuryPrime.Account, or by the id in person_ids.

Summary

Functions

Fetches a single person by id.

Updates a person's current information (e.g. phone_number, physical_address, mailing_address, email).

Types

t()

@type t() :: %TreasuryPrime.Person{
  account_ids: [String.t()] | nil,
  address: map() | nil,
  bankdata: map() | nil,
  created_at: String.t() | nil,
  email: String.t() | nil,
  first_name: String.t() | nil,
  id: String.t() | nil,
  last_name: String.t() | nil,
  mailing_address: map() | nil,
  middle_name: String.t() | nil,
  phone_number: String.t() | nil,
  physical_address: map() | nil,
  updated_at: String.t() | nil,
  userdata: map() | nil
}

Functions

get(client, id)

@spec get(TreasuryPrime.Client.t(), String.t()) ::
  {:ok, t()} | {:error, TreasuryPrime.Error.t()}

Fetches a single person by id.

get!(client, id)

@spec get!(TreasuryPrime.Client.t(), String.t()) :: t()

update(client, id, params)

@spec update(TreasuryPrime.Client.t(), String.t(), map()) ::
  {:ok, t()} | {:error, TreasuryPrime.Error.t()}

Updates a person's current information (e.g. phone_number, physical_address, mailing_address, email).

update!(client, id, params)

@spec update!(TreasuryPrime.Client.t(), String.t(), map()) :: t()