Getting Started Guides

Get Started: Create a Business Customer Account

Create a new Customer Account for a Business Customer. This account is used to store the Customer’s profile information, such as their business name, address, and contact information.

Note You can also create a Customer Account for an Individual Customer.

In this guide, you’ll learn how to:

Gather the required information for the Customer.
Create a Customer Account.
Retrieve the Customer Account.

Before You Start

Sandbox Account: Sign up for a RocketKOR sandbox account. When your sandbox account is created, one or more Service Accounts will be created for your Business Account. A Service Account is a non-human user of a Business Account that performs functions (such as creating transactions) via the RocketKOR APIs on behalf of the Business Account.

Authentication: Before you can call the APIs, you must authenticate a Service Account by exchanging the account’s API key and secret for an access token.

Step 1: Gather the Required Customer Information

Ensure you have the following details for the Customer. You’ll need this information to create a Customer Account in the next step.

Business name
Primary contact for the business (first name, last name, phone number, and email address)

Step 2: Create a Customer Account

Create a Customer Account. At a minimum, the request must include the following information. You can also include additional details such as the Customer’s address, website, and transaction limits for the Customer’s Financial Accounts.

Parameter	Description
type	Type of Customer. Value must be BUSINESS.
businessName	Name of the business.
contacts	A primary contact for the business is required. Includes firstName, lastName, primary (set to true), primaryPhoneNumber.number, primaryPhoneNumber.type, and primaryEmail.value.

Parameter

Description

type

Type of Customer. Value must be BUSINESS.

businessName

Name of the business.

contacts

A primary contact for the business is required.

Includes firstName, lastName, primary (set to true), primaryPhoneNumber.number, primaryPhoneNumber.type, and primaryEmail.value.

API Reference

Create a Business Customer

Endpoint

POST /v1/customers

Request Example

				
					{
  "type": "BUSINESS",
  "businessName": "ACME",
  "contacts": [
    {
      "firstName": "Jack",
      "lastName": "Smith",
      "primary": true,
      "primaryPhoneNumber": {
        "number": "+14151234",
        "type": "WORK"
      },
      "primaryEmail": {
        "value": "jsmith@acme.com"
      }
    }
  ]
}

Response Example

Returns the Business Customer object.

Make a note of the Customer Account id. You’ll need this ID in the next step when you retrieve the Customer Account.

				
					{
  "id": "e4021849-0e09-43ef-b9a7-18124356f489",
  "status": "ACTIVE",
  "type": "BUSINESS",
  "businessName": "ACME",
  "contacts": [
    {
      "firstName": "Jack",
      "lastName": "Smith",
      "primary": true,
      "primaryPhoneNumber": {
        "number": "+14151234",
        "type": "WORK"
      },
      "primaryEmail": {
        "value": "jsmith@acme.com"
      }
    }
  ],
  ...
}

Step 3: Retrieve the Customer Account

Retrieve the Customer Account you created in the previous step.

API Reference

Retrieve a Customer

Endpoint

GET /v1/customers/{customerId}

In the request, pass the Customer Account id from step 2 to the customerId parameter.

Response Example

Returns the Business Customer object.

				
					{
  "id": "e4021849-0e09-43ef-b9a7-18124356f489",
  "status": "ACTIVE",
  "type": "BUSINESS",
  "businessName": "ACME",
  "contacts": [
    {
      "firstName": "Jack",
      "lastName": "Smith",
      "primary": true,
      "primaryPhoneNumber": {
        "number": "+14151234",
        "type": "WORK"
      },
      "primaryEmail": {
        "value": "jsmith@acme.com"
      }
    }
  ],
  ...
}

Next Steps

Add a Beneficial Owner to the Customer Account.
Verify the Customer Account using the Identity Verification (IDV) solution.

Get Started: Create a Business Customer Account

Before You Start

Step 1: Gather the Required Customer Information

Step 2: Create a Customer Account

API Reference

Endpoint

Request Example

Response Example

Step 3: Retrieve the Customer Account

API Reference

Endpoint

Response Example

Next Steps

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