Customer Products link Customers to financial products. This section outlines how to onboard customers, manage their product relationships, and track statuses.
Endpoints:
- GET List Customer Products: GET /customer_products
- POST Onboard a Customer onto a Product: POST /customer_products
- GET Get a single Customer Product: GET /customer_products/{uid}
Customer Product records are generated when a Customer is submitted for onboarding to a specific Product.
Newline preset-Customers
If 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
When clients onboard a Customer, the Customer must fulfill 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 unmet, Newline will return an error response indicating which element of the product validation failed.