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API: Create a Secondary Customer Profile

前提条件

For a successful evaluation of the secondary customer profile, please ensure that you’ve already created a Primary Customer Profile in the same account and it’s in twilio-approved state.

if not, refer to Console: Create a Primary Customer Profile for a step-by-step walkthrough.

Creation Flow

Secondary Customer Profiles Flow

Steps to create a compliant Secondary Customer Profile

ステップ1

Note: This step will fetch the regulation SID necessary to use for Secondary Profile creation.

        
        
        

        ステップ2:

        Note: This step creates an empty bundle that will then be filled with the information submitted in the subsequent steps.

              
              
              
              Parameters in REST API format
              friendly_name
              必須
              post 文字列 Not PII

              The string that you assigned to describe the resource.

              email
              必須
              post 文字列 Not PII

              The email address that will receive updates when the Customer-Profile resource changes status.

              policy_sid
              必須
              post sid<RN> Not PII

              The unique string of a policy that is associated to the Customer-Profile resource.

              status_callback
              オプション
              post url Not PII

              The URL we call to inform your application of status changes.

              ステップ3

              Please note: If you have a US entity or an International Tax ID, use EIN to register your business profile and to avoid brand registration failures. Do not use a DUNS number.

              Note: This step is used to gather the following business information that will then be added to the bundle in step 8:

              属性 (* = Required): Accepted Values
              Business Identity (*) 'direct_customer', 'isv_reseller_or_partner', 'unknown'
              Business Type (*) 'Sole Proprietorship', 'Partnership', 'Limited Liability Corporation', 'Co-operative', 'Non-profit Corporation'
              Business Industry (*)

              'AUTOMOTIVE', 'AGRICULTURE', 'BANKING', 'CONSUMER', 'EDUCATION', 'ENGINEERING', 'ENERGY', 'OIL_AND_GAS', 'FAST_MOVING_CONSUMER_GOODS', 'FINANCIAL', 'FINTECH', 'FOOD_AND_BEVERAGE', 'GOVERNMENT', 'HEALTHCARE', 'HOSPITALITY', 'INSURANCE', 'LEGAL', 'MANUFACTURING', 'MEDIA', 'ONLINE', 'RAW_MATERIALS', 'REAL_ESTATE', 'RELIGION', 'RETAIL', 'JEWELRY', 'TECHNOLOGY', 'TELECOMMUNICATIONS', 'TRANSPORTATION', 'TRAVEL', 'ELECTRONICS', 'NOT_FOR_PROFIT'

              Business Registration ID Type (*) 'USA: Employer Identification Number (EIN)', 'USA: DUNS Number (Dun & Bradstreet)', 'Canada: Canadian Corporation Number (CCN)', 'Great Britain: Company Number', 'Australia: Company Number from ASIC (ACN)', 'India: Corporate Identity Number', 'Estonia: VAT Number', 'Romania: VAT Registration Number', 'Israel: Registration Number', 'Other'
              Name of Other Registration Type ( only applicable if 'Other' is used for Business Registration ID Type) (*) Freeform string
              Business Registration Number (*)

              US EIN: [xx-xxxxxxx] (NUMERICAL)

              US DUNS: [xx-xxx-xxxx] (NUMERICAL)

              CA BIN: [xxxxxxxxx] (NUMERICAL)

              UK Company Number

              AUS ACN

              IN CIN

              EE VAT

              RO VAT

              Business Regions of Operations (*)

              'AFRICA', 'ASIA', 'EUROPE', 'LATIN_AMERICA', 'USA_AND_CANADA'

              Website Url (*)

              URL

              Social Media Profile URL

              URL

                    
                    
                    
                    Parameters in REST API format
                    friendly_name
                    必須
                    post 文字列 Not PII

                    The string that you assigned to describe the resource.

                    type
                    必須
                    post 文字列 Not PII

                    The type of end user of the Bundle resource - can be individual or business.

                    attributes
                    オプション
                    post オブジェクト PII MTL: 30 DAYS

                    The set of parameters that are the attributes of the End User resource which are derived End User Types.

                    ステップ4

                    Note: This step is used to gather the following authorized representative information to be associated with the bundle in step 8.

                    属性 (* = Required): Accepted Values
                    Ex: 'Smith'
                    Ex: 'John'
                    メール Ex: 'johnsmith@example.com'
                    Business Title Ex: 'Head of Product Management'
                    Job Position 'Director', 'GM', 'VP', 'CEO', 'CFO', 'General Counsel', 'Other'
                    電話番号 Ex: '123-456-7890'
                    CountryCode Ex: '+1' (US Country Code)
                          
                          
                          
                          Parameters in REST API format
                          friendly_name
                          必須
                          post 文字列 Not PII

                          The string that you assigned to describe the resource.

                          type
                          必須
                          post 文字列 Not PII

                          The type of end user of the Bundle resource - can be individual or business.

                          attributes
                          オプション
                          post オブジェクト PII MTL: 30 DAYS

                          The set of parameters that are the attributes of the End User resource which are derived End User Types.

                          Step 5

                                
                                
                                
                                Parameters in REST API format
                                friendly_name
                                必須
                                post 文字列 Not PII

                                The string that you assigned to describe the resource.

                                type
                                必須
                                post 文字列 Not PII

                                The type of end user of the Bundle resource - can be individual or business.

                                attributes
                                オプション
                                post オブジェクト PII MTL: 30 DAYS

                                The set of parameters that are the attributes of the End User resource which are derived End User Types.

                                PO Boxes not accepted for address submission

                                [Optional] Step 6

                                Note: This step will gather the address info to be associated with the bundle in Step 8.

                                Skip this step if you already have an address sid.

                                属性 (* = Required): Accepted Values
                                Address Friendly Name * Freeform String
                                Country * Ex: 'US' or 'United States'
                                Street Address 1 * Ex: 1234 Fake St
                                Street Address 2 Ex: Apt B (if applicable)
                                City * Ex: San Francisco
                                State/Province/Region * Ex: CA
                                Postal Code * Ex: 94016
                                      
                                      
                                      
                                      Parameters in REST API format
                                      account_sid
                                      Path
                                      post sid<AC> Not PII

                                      The SID of the Account that will be responsible for the new Address resource.

                                      customer_name
                                      必須
                                      post 文字列 PII MTL: 30 DAYS

                                      The name to associate with the new address.

                                      street
                                      必須
                                      post 文字列 PII MTL: 30 DAYS

                                      The number and street address of the new address.

                                      city
                                      必須
                                      post 文字列 Not PII

                                      The city of the new address.

                                      region
                                      必須
                                      post 文字列 Not PII

                                      The state or region of the new address.

                                      postal_code
                                      必須
                                      post 文字列 PII MTL: 30 DAYS

                                      The postal code of the new address.

                                      iso_country
                                      必須
                                      post iso_country_code Not PII

                                      The ISO country code of the new address.

                                      friendly_name
                                      オプション
                                      post 文字列 PII MTL: 30 DAYS

                                      A descriptive string that you create to describe the new address. It can be up to 64 characters long.

                                      emergency_enabled
                                      オプション
                                      post boolean Not PII

                                      Whether to enable emergency calling on the new address. Can be: true or false.

                                      auto_correct_address
                                      オプション
                                      post boolean Not PII

                                      Whether we should automatically correct the address. Can be: true or false and the default is true. If empty or true, we will correct the address you provide if necessary. If false, we won't alter the address you provide.

                                      Step 7

                                      Note: This step creates the supporting doc that houses the address information which will then be associated with the bundle in Step 8.

                                            
                                            
                                            
                                            Parameters in REST API format
                                            friendly_name
                                            必須
                                            post 文字列 Not PII

                                            The string that you assigned to describe the resource.

                                            type
                                            必須
                                            post 文字列 Not PII

                                            The type of the Supporting Document.

                                            attributes
                                            オプション
                                            post オブジェクト PII MTL: 30 DAYS

                                            The set of parameters that are the attributes of the Supporting Documents resource which are derived Supporting Document Types.

                                            Step 8

                                            Note: This step gathers up the previously entered information and associates it with the empty bundle. Each component (supporting document/address, customer profile information, authorized representative 1, authorized representative 2) will have its own object_sid to be assigned to the bundle.

                                                  
                                                  
                                                  
                                                  Parameters in REST API format
                                                  customer_profile_sid
                                                  Path
                                                  post sid<BU> Not PII

                                                  The unique string that we created to identify the CustomerProfile resource.

                                                  object_sid
                                                  必須
                                                  post sid Not PII

                                                  The SID of an object bag that holds information of the different items.

                                                  Step 9

                                                        
                                                        
                                                        
                                                        Parameters in REST API format
                                                        customer_profile_sid
                                                        Path
                                                        post sid<BU> Not PII

                                                        The unique string that we created to identify the CustomerProfile resource.

                                                        object_sid
                                                        必須
                                                        post sid Not PII

                                                        The SID of an object bag that holds information of the different items.

                                                        Step 10

                                                              
                                                              
                                                              
                                                              Parameters in REST API format
                                                              customer_profile_sid
                                                              Path
                                                              post sid<BU> Not PII

                                                              The unique string that we created to identify the CustomerProfile resource.

                                                              object_sid
                                                              必須
                                                              post sid Not PII

                                                              The SID of an object bag that holds information of the different items.

                                                              Step 11

                                                              You can assign a Customer Profile as an entity to another Customer Profile. For the current use-case you can do so by fetching the Primary Customer Profile Sid from the primary account.

                                                              Use it as the ObjectSid=primary-customer-profile-sid

                                                              Note: Currently ObjectSid accepts a Customer Profile Sid from the same account or from the primary account.

                                                                    
                                                                    
                                                                    
                                                                    Parameters in REST API format
                                                                    customer_profile_sid
                                                                    Path
                                                                    post sid<BU> Not PII

                                                                    The unique string that we created to identify the CustomerProfile resource.

                                                                    object_sid
                                                                    必須
                                                                    post sid Not PII

                                                                    The SID of an object bag that holds information of the different items.

                                                                    Step 12

                                                                          
                                                                          
                                                                          
                                                                          Parameters in REST API format
                                                                          customer_profile_sid
                                                                          Path
                                                                          post sid<BU> Not PII

                                                                          The unique string that we created to identify the CustomerProfile resource.

                                                                          object_sid
                                                                          必須
                                                                          post sid Not PII

                                                                          The SID of an object bag that holds information of the different items.

                                                                          [Optional] Step 13

                                                                          If you want to assign phone numbers to your Secondary Customer Profile, find your phone number SID from the Phone Numbers page in the Console.

                                                                                
                                                                                
                                                                                
                                                                                Parameters in REST API format
                                                                                customer_profile_sid
                                                                                Path
                                                                                post sid<BU> Not PII

                                                                                The unique string that we created to identify the CustomerProfile resource.

                                                                                channel_endpoint_type
                                                                                必須
                                                                                post 文字列 Not PII

                                                                                The type of channel endpoint. eg: phone-number

                                                                                channel_endpoint_sid
                                                                                必須
                                                                                post sid Not PII

                                                                                The SID of an channel endpoint

                                                                                Step 14

                                                                                      
                                                                                      
                                                                                      
                                                                                      Parameters in REST API format
                                                                                      customer_profile_sid
                                                                                      Path
                                                                                      post sid<BU> Not PII

                                                                                      The unique string that we created to identify the CustomerProfile resource.

                                                                                      policy_sid
                                                                                      必須
                                                                                      post sid<RN> Not PII

                                                                                      The unique string of a policy that is associated to the customer_profile resource.

                                                                                      Step 15

                                                                                            
                                                                                            
                                                                                            
                                                                                            Parameters in REST API format
                                                                                            sid
                                                                                            Path
                                                                                            post sid<BU> Not PII

                                                                                            The unique string that we created to identify the Customer-Profile resource.

                                                                                            status
                                                                                            オプション
                                                                                            post ienum:status Not PII

                                                                                            The verification status of the Customer-Profile resource.

                                                                                            status_callback
                                                                                            オプション
                                                                                            post url Not PII

                                                                                            The URL we call to inform your application of status changes.

                                                                                            friendly_name
                                                                                            オプション
                                                                                            post 文字列 Not PII

                                                                                            The string that you assigned to describe the resource.

                                                                                            email
                                                                                            オプション
                                                                                            post 文字列 Not PII

                                                                                            The email address that will receive updates when the Customer-Profile resource changes status.

                                                                                            Once you submit a compliant Secondary Customer Profile for review, your profile will be under in-review status. If it's noncompliant, it will automatically be rejected with a twilio-rejected status.

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