Customer Product records are generated when a Customer is submitted for onboarding to a specific Product.
Newline preset-Customers
In the case where the Client is also the Customer, the Customer Product record will be autogenerated during the Client's onboarding to our production environment.
Client-initiated Customers
In the case where Clients onboard a Customer, the Customer must fulfil the prerequisite Product requirements. Newline will then verify that the Product requirements have been met.
If the Product requirements are met, Newline will proceed with account opening and feature enablement as specified by the Product. If the Product requirements are not met, Newline will return an error response indicating what element of the Product validation failed.