openapi: 3.2.0 info: title: Helix Card API version: 3.0.0 description: Helix Public API (no customer KYC/IDV). **This spec covers all of Helix 3.x and is subject to change at any time.** servers: - url: https://sandbox-api.helix.q2.com description: Sandbox server - url: https://api.helix.q2.com description: Production server security: - basicAuth: [] tags: - name: Card description: Endpoints for the card object paths: /card/addAccount: post: tags: - Card summary: Add an account to a card description: Add an account to a card. Can be reversed by calling /card/removeAccount. The `customerId` attempting to add the account must have an `accessTypeCode` of `FULL` to that account and the customer itself must have an `accessTypeCode` of `FULL` or `ACCT`. externalDocs: url: https://docs.helix.q2.com/reference/cardaddaccount operationId: cardAddAccount requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - accountId - cardPriority properties: customerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' accountId: $ref: '#/components/schemas/HelixId' cardPriority: allOf: - description: Priority the `accountId` will have. Must be between `1` and `4` inclusive. If this matches the priority of an existing account, that account's priority will be slid down one slot (as will all other lower priority accounts as needed) - type: integer format: int32 minimum: 1 maximum: 4 responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/archive: post: tags: - Card summary: Archive a card description: Archive a card by the Helix-assigned `cardId`. operationId: cardArchive requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardArchive200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/createDigital: post: tags: - Card summary: Create a digital card description: Create a new card in `Verified` status that is instantly available for use in mobile wallets. Cards created through this endpoint will have `isDigitalOnly` property set to `true` whenever retrieved via the `/card/get` or `/card/list` endpoints. This type of card will not have a physical card shipped to the customer. See card object definition for parameter details. externalDocs: url: https://docs.helix.q2.com/reference/cardcreatedigital operationId: cardCreateDigital requestBody: required: true content: application/json: schema: type: object required: - customerId - cardHolderCustomerId - vendorTypeCode - primaryAccountId - firstName - lastName - nickName properties: customerId: $ref: '#/components/schemas/HelixId' cardHolderCustomerId: $ref: '#/components/schemas/HelixId' vendorTypeCode: $ref: '#/components/schemas/CardVendorTypeCode' typeCode: $ref: '#/components/schemas/CardTypeCode' primaryAccountId: $ref: '#/components/schemas/HelixId' firstName: type: string maxLength: 64 middleName: type: string maxLength: 64 lastName: type: string maxLength: 128 nickName: type: string maxLength: 50 tag: $ref: '#/components/schemas/TagProperty' qualifierCode: $ref: '#/components/schemas/CardQualifierCode' binId: $ref: '#/components/schemas/HelixId' requestingCustomerId: allOf: - description: The helix-assigned unique ID for the customer requesting to create a new virtual card for a business cardholder - $ref: '#/components/schemas/HelixId' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardCreateDigital200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/get/{customerId}/{cardId}: get: tags: - Card summary: Get a card description: Retrieve card information by the given `customerId` and `cardId`. externalDocs: url: https://docs.helix.q2.com/reference/cardget operationId: cardGet parameters: - $ref: '#/components/parameters/CustomerIdPath' - name: cardId in: path required: true schema: $ref: '#/components/schemas/HelixId' responses: '200': description: A card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/getByTag/{customerId}/{tag}: get: tags: - Card summary: Get a card via tag description: Retrieve card information by the given `customerId` and `tag`. externalDocs: url: https://docs.helix.q2.com/reference/cardgetbytag operationId: cardGetByTag parameters: - $ref: '#/paths/~1card~1list~1{customerId}/get/parameters/0' - name: tag in: path required: true schema: $ref: '#/paths/~1card~1initiate/post/requestBody/content/application~1json/schema/properties/tag' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/hotlist: post: tags: - Card summary: Hotlist (permanently lock) a card description: Permanently locks a card and sets `lockTypeCode=CST`. externalDocs: url: https://docs.helix.q2.com/reference/cardhotlist operationId: cardHotlist requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - lockReasonTypeCode properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' lockReasonTypeCode: type: string enum: - ATL - DEC - DES - ESC - FRD - LST - STA - STL - UPG - VOD description: '- `ACL`: AccountClosure - `DEC`: Deceased - `DES`: Destroyed - `ESC`: Escheatment - `FRD`: Fraud - `LST`: Lost - `STA`: Stale - `STL`: Stolen - `UPG`: DueToUpgrade - `VOD`: Voided ' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/initiate: post: tags: - Card summary: Initiate a card description: Initiate a request to create a new card and mail it to a customer. See card object definition for parameter details. externalDocs: url: https://docs.helix.q2.com/reference/cardinitiate operationId: cardInitiate requestBody: required: true content: application/json: schema: type: object required: - customerId - cardHolderCustomerId - vendorTypeCode - primaryAccountId - firstName - lastName - nickName properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardHolderCustomerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' vendorTypeCode: type: string enum: - VS - MC description: '- `VS`: Visa - `MC`: Mastercard ' typeCode: type: string enum: - DBT - GFT - GPR description: '- `DBT`: Debit - `GFT`: Gift - `GPR`: General Purpose Prepaid ' primaryAccountId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' firstName: type: string maxLength: 64 middleName: type: string maxLength: 64 lastName: type: string maxLength: 128 nickName: type: string maxLength: 50 tag: type: string maxLength: 50 qualifierCode: $ref: '#/paths/~1card~1reissue/post/requestBody/content/application~1json/schema/properties/qualifierCode' binId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' newPin: type: string format: byte description: For Shazam programs only. Visa DPS programs must call the [/card/resetPin](https://docs.helix.q2.com/reference/cardresetpin) endpoint separately. For physical-only cards, /card/resetPin can be called once the card moves from `status=Initiated` to `status=Verified`. For dual-issuance cards (physical and digital), /card/resetPin can be called once the card moves from `status=Initiated` to `status=DigitalActivePhysicalPending`. isCreateDualIssuanceSinglePAN: type: boolean default: false description: '`true` if this card will be an instant-issued debit card ready for eCommerce activity that can also be provisioned to a digital wallet. If `true` the card will be created with a `status` of `DitalActivePhysicalInitiated` which will shortly change to `DigitalActivePhysicalPending`. When card is in `DigitalActivePhysicalInitiated` or `DigitalActivePhysicalPending` it can be provisioned into a digital wallet via [/card/provision/applePay](https://docs.helix.q2.com/reference/cardprovisionapplepay) or [/card/provision/googlePay](https://docs.helix.q2.com/reference/cardprovisiongooglepay). When card is in `DigitalActivePhysicalPending` it will need to be verified via [/card/verify](https://docs.helix.q2.com/reference/cardverify) before a customer can use the physical card. ' isPhysicalCardOrdered: type: boolean default: true description: "`true` to order a physical card, `false` to waive. \n" requestingCustomerId: allOf: - description: The Helix-assigned unique ID for the customer requesting to create a new card for a business cardholder - $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardCarrierMessage: type: string maxLength: 6 description: Identifier used uniquely by various card production facilities for mapping card configurations cardDesignIdentificationNumber: type: string maxLength: 16 description: Identifier used uniquely by various card production facilities for mapping card configurations cardVendorUniqueData: type: string maxLength: 50 description: Identifier used uniquely by various card production facilities for mapping card configurations photoImageId: type: string maxLength: 18 description: Identifier used uniquely by various card production facilities for mapping card configurations expediteCard: type: boolean description: Card order indicator to have physical card expedited by the card print vendor. bypassExpediteCardFee: type: boolean description: Identifier to allow program to waive any program fee for expedited card request. waiveFee: type: boolean description: When true, the applicable card creation fee is waived rather than charged to the customer. When omitted or false, existing fee behavior is unchanged. responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/list/{customerId}: get: tags: - Card summary: List cards description: Retrieve all card information for the given `customerId`. externalDocs: url: https://docs.helix.q2.com/reference/cardlist operationId: cardList parameters: - name: customerId in: path required: true schema: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' - name: status in: query required: false schema: type: string enum: - Default - All - Archived - Denied - Expired - Hotlisted - Initiated - Pending - PendingVerification - Reissued - ReissuedPendingVerification - AutoReissuedPendingVerification - Verified default: Default description: Specify a single card status to be returned. Only one value can be passed. `Default` includes `Archived`, `Denied`, `Expired`, `Hotlisted`, `Initiated`, `Pending`, `PendingVerification`, `Reissued`, `ReissuedPendingVerification`, `AutoReissuedPendingVerification` and `Verified` responses: '200': description: An array of card objects content: application/json: schema: $ref: '#/components/schemas/CardArray200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/lock: post: tags: - Card summary: Lock a card description: Lock a card. Most locks can be reversed by calling /card/unlock. Please check the /card/unlock documentation to see which lock scenarios can be subsequently unlocked. Will apply a `lockTypeCode` of `CST` on success and all card-based transactions will fail. externalDocs: url: https://docs.helix.q2.com/reference/cardlock operationId: cardLock requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - lockReasonTypeCode properties: customerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' lockReasonTypeCode: type: string enum: - UNK - FRD - DMG - TMP description: '- `UNK`: Unknown - `FRD`: Fraud - `DMG`: Physical Damage - `TMP`: Temporary ' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': description: Bad Request content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: $ref: '#/components/schemas/HelixId' message: type: string requestId: type: string example: b75a96f8-2fbc-4b14-9ba4-7b06aa431c9d status: type: integer enum: - 400 '401': description: Unauthorized content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50401 message: type: string example: User is not authorized requestId: type: string enum: - 00000000-0000-0000-0000-000000000000 status: type: integer enum: - 401 '404': description: Not Found content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50404 message: type: string example: The requested resource 'https://sandbox-api.helix.q2.com/customer/updat/805592' was not found requestId: type: string example: b75a96f8-2fbc-4b14-9ba4-7b06aa431c9d status: type: integer enum: - 404 '405': description: HTTP Method Not Allowed content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50405 message: type: string example: The HTTP method 'POST' for requested resource 'https://sandbox-api.helix.q2.com/customer/get/805594' is not allowed. requestId: type: string enum: - 00000000-0000-0000-0000-000000000000 status: type: integer enum: - 405 '429': description: Rate Limit Exceeded content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50429 message: type: string example: Rate limit exceeded requestId: type: string enum: - 00000000-0000-0000-0000-000000000000 status: type: integer enum: - 429 /card/orderPhysical: post: tags: - Card summary: Order a physical card description: Order a physical card for an existing digital card with single PAN dual issuance. externalDocs: url: https://docs.helix.q2.com/reference/cardorderphysical operationId: cardOrderPhysical requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId properties: customerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' requestingCustomerId: allOf: - description: The helix-assigned unique ID for the customer requesting to create a physical card for a virtual card held by a business cardholder - $ref: '#/components/schemas/HelixId' waiveFee: type: boolean description: When true, the applicable card creation fee is waived rather than charged to the customer. When omitted or false, existing fee behavior is unchanged. responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/reissue: post: tags: - Card summary: Reissue a card description: Reissue a card due to damage, loss, theft, fraud, compromise, name change, or renewal. externalDocs: url: https://docs.helix.q2.com/reference/cardreissue operationId: cardReissue requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - reissueReasonTypeCode properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' reissueReasonTypeCode: type: string enum: - CMP - DMG - FRD - LST - NAM - NCN - REN - RPL - STL description: '- `CMP`: Compromised - `DMG`: Physical Damage - `FRD`: Fraud - `LST`: Lost - `NAM`: Name Change - `NCN`: Name Change with New PAN - `REN`: Renewal - `RPL`: Replacement - `STL`: Stolen '' ' newPin: type: string format: byte description: See the `newPin` attribute on the card object definition for details. qualifierCode: type: string maxLength: 3 tag: allOf: - description: Tag to associate with the new cardId - $ref: '#/paths/~1card~1initiate/post/requestBody/content/application~1json/schema/properties/tag' requestingCustomerId: allOf: - description: The helix-assigned unique ID for the customer requesting to reissue an existing card for a business cardholder - $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' expediteCard: type: boolean description: Set to `true` to request expedited physical-card delivery, when the program supports expedited card orders. byPassExpediteCardFee: type: boolean description: Set to `true` when the program, rather than the customer, should pay the expedited card fee. photoImageId: type: string maxLength: 18 description: Optional card-production identifier. cardDesignIdentificationNumber: type: string maxLength: 16 description: Optional card-production identifier. cardCarrierMessage: type: string maxLength: 6 description: Optional card-production identifier. cardVendorUniqueData: type: string maxLength: 50 description: Optional card-production identifier. responses: '200': description: An envelope whose data node is a card object. If card-maintenance fees were applied, data.fees contains one item for each applied fee. If no fees apply, no fee items are returned. content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' examples: reissuedCardWithFee: summary: Reissue succeeded with an applied fee value: errors: [] requestId: 1249a3bf-aca1-40dd-9fba-2a3193550c39 status: 200 data: cardId: 123456 customerId: 789012 cardNumberMasked: '************1234' status: PendingVerification expireMonth: 4 expireYear: 2029 reissueReasonTypeCode: LST reissuedDate: '2026-06-03T14:25:30.000-05:00' fees: - feeTypeId: 2200 feeDescription: Card Reissue Fee productType: Checking productTypeId: 1001 feeAmount: 5 feeToApplyId: 987654321 accounts: - accountId: 456789 availableBalance: 95 balanceAfterFees: 90 throttle: null '400': description: Bad Request. Validation failed or the card cannot be reissued for the requested reason, card status, card type, fee state, or program configuration. See the endpoint Error Codes table. content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer format: int64 message: type: string requestId: type: string status: type: integer data: {} throttle: {} examples: invalidReissueReason: summary: Invalid reissue reason value: errors: - code: 153001 message: Invalid reissueReasonTypeCode 'ABC'. Please refer to API documentation for valid types. requestId: 1249a3bf-aca1-40dd-9fba-2a3193550c39 status: 400 data: null throttle: null '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/removeAccount: post: tags: - Card summary: Remove an account from a card description: 'Removes an account from a card. Can be reversed by calling /card/addAccount. The `customerId` attempting to remove the account must have an `accessTypeCode` of `FULL` to that account and the customer itself must have a `accessTypeCode` of `FULL` or `ACCT`.' externalDocs: url: https://docs.helix.q2.com/reference/cardremoveaccount operationId: cardRemoveAccount requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - accountId properties: customerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' accountId: $ref: '#/components/schemas/HelixId' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/renewalOverride: post: tags: - Card summary: Renewal override description: 'Override the base Helix card renewal eligibility criteria during a card''s renewal period. A card''s renewal period begins on the first day of the prior month of the card''s expiration and ends the day before the client''s scheduled monthly renewal job. Card must be in an eligible `status` listed below to perform a card renewal override: `Verified`, `Reissued`, `PendingVerification`, `ReissuedPendingVerification`, `DigitalActivePhysicalInitiated`, `DigitalActivePhysicalPending`.' externalDocs: url: https://docs.helix.q2.com/reference/cardrenewaloverride operationId: cardRenewalOverride requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - renewalOverride properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' renewalOverride: type: string enum: - Renew - DoNotRenew renewalOverrideReason: type: string maxLength: 20 responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/reprioritizeAccount: post: tags: - Card summary: Reprioritize an account on a card description: Update the order in which accounts are displayed when a card is used at an ATM. For more details see Account Reprioritization Scenarios. The `customerId` attempting to reprioritize the account must have an `accessTypeCode` of `FULL` or `ACCT`. externalDocs: url: https://docs.helix.q2.com/reference/cardreprioritizeaccount operationId: cardReprioritizeAccount requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - accountId - cardPriority properties: customerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' accountId: $ref: '#/components/schemas/HelixId' cardPriority: allOf: - description: "The new priority to give the `accountId`. Must be between `1` and `4` inclusive. Other accounts tied to the card in the same `productCategoryType` as the `accountId` will be reprioritized accordingly. \n\n**Note**: If the account in the priority 1 slot is changing AND that account is the `primaryAccountId` for that card, the account that is moved into the priority 1 slot will be assigned as the new `primaryAccountId`.\n" - $ref: '#/components/schemas/CardPriority' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/resetPin: post: tags: - Card summary: Reset a card pin description: Create a request to reset the PIN for a card. externalDocs: url: https://docs.helix.q2.com/reference/cardresetpin operationId: cardResetPin requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - newPin properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' newPin: type: string format: byte description: See the `newPin` attribute on the card object definition for details. responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/unlock: post: tags: - Card summary: Unlock a card description: Unlock a card by the Helix-assigned `cardId`. externalDocs: url: https://docs.helix.q2.com/reference/cardunlock operationId: cardUnlock requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' /card/update: post: tags: - Card summary: Update a card description: See card object definition for parameter details. externalDocs: url: https://docs.helix.q2.com/reference/cardupdate operationId: cardUpdate requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId properties: customerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' nickname: type: string maxLength: 50 tag: type: string maxLength: 50 primaryAccountId: $ref: '#/components/schemas/HelixId' expireMonth: allOf: - $ref: '#/components/schemas/MonthProperty' description: Applies only to the Helix sandbox environment. expireYear: allOf: - $ref: '#/components/schemas/YearProperty' description: Applies only to the Helix sandbox environment. responses: '200': description: An envelope whose data node is a card object content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1lock/post/responses/400' '401': $ref: '#/paths/~1card~1lock/post/responses/401' '404': $ref: '#/paths/~1card~1lock/post/responses/404' '405': $ref: '#/paths/~1card~1lock/post/responses/405' '429': $ref: '#/paths/~1card~1lock/post/responses/429' /card/verify: post: tags: - Card summary: Verify a card description: Verify a customer has received a physical card and activate it for use. externalDocs: url: https://docs.helix.q2.com/reference/cardverify operationId: cardVerify requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - birthDate - cardNumberMasked properties: customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardId: type: integer format: int32 minimum: 1 birthDate: type: string format: date description: The birthday of the `customerId` who created the card. Format is YYYY-MM-DD. cardNumberMasked: type: string description: The last four digits of the card number. In sandbox this value is always `1111` responses: '200': description: An envelope whose data node is a card object with `status=Verified` content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': description: Bad Request content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' message: type: string requestId: type: string example: b75a96f8-2fbc-4b14-9ba4-7b06aa431c9d status: type: integer enum: - 400 '401': description: Unauthorized content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50401 message: type: string example: User is not authorized requestId: type: string enum: - 00000000-0000-0000-0000-000000000000 status: type: integer enum: - 401 '404': description: Not Found content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50404 message: type: string example: The requested resource 'https://sandbox-api.helix.q2.com/customer/updat/805592' was not found requestId: type: string example: b75a96f8-2fbc-4b14-9ba4-7b06aa431c9d status: type: integer enum: - 404 '405': description: HTTP Method Not Allowed content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50405 message: type: string example: The HTTP method 'POST' for requested resource 'https://sandbox-api.helix.q2.com/customer/get/805594' is not allowed. requestId: type: string enum: - 00000000-0000-0000-0000-000000000000 status: type: integer enum: - 405 '429': description: Rate Limit Exceeded content: application/json: schema: type: object properties: errors: type: array items: type: object properties: code: type: integer enum: - 50429 message: type: string example: Rate limit exceeded requestId: type: string enum: - 00000000-0000-0000-0000-000000000000 status: type: integer enum: - 429 /card/verifyByCvv: post: tags: - Card summary: Verify a card by CVV description: Verify a card using the card verification value (CVV), expiration date, and optionally a requesting customer ID. operationId: cardVerifyByCvv requestBody: required: true content: application/json: schema: type: object required: - customerId - cardId - cardVerificationValue - expireMonth - expireYear properties: cardId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' customerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardHolderCustomerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' cardVerificationValue: type: string description: The card verification value (CVV) to verify. expireMonth: type: integer description: The expiration month of the card. expireYear: type: integer description: The expiration year of the card. requestingCustomerId: $ref: '#/paths/~1card~1verify/post/requestBody/content/application~1json/schema/properties/cardId' responses: '200': description: An envelope whose data node is a card object. content: application/json: schema: $ref: '#/components/schemas/CardObject200Response' '400': $ref: '#/paths/~1card~1verify/post/responses/400' '401': $ref: '#/paths/~1card~1verify/post/responses/401' '404': $ref: '#/paths/~1card~1verify/post/responses/404' '405': $ref: '#/paths/~1card~1verify/post/responses/405' '429': $ref: '#/paths/~1card~1verify/post/responses/429' components: schemas: CardObject200Response: allOf: - $ref: '#/components/schemas/CardArray200Response/allOf/0' - type: object properties: data: type: object properties: accounts: type: array items: type: object properties: accountBalance: type: number format: decimal accountId: $ref: '#/components/schemas/HelixId' accountNumberMasked: type: string availableBalance: type: number format: decimal balanceLastModifiedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' cardPriority: $ref: '#/components/schemas/CardPriority' customerId: $ref: '#/components/schemas/HelixId' lastModifiedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' name: type: string pendingBalance: type: number format: decimal status: $ref: '#/components/schemas/AccountObject200Response/allOf/1/properties/data/properties/status' tag: $ref: '#/components/schemas/TagProperty' type: $ref: '#/components/schemas/AccountObject200Response/allOf/1/properties/data/properties/type' archivedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' binId: $ref: '#/components/schemas/HelixId' cardCarrierMessage: type: string description: 'Identifier used uniquely by various card production facilities for mapping card configurations. ' cardDesignIdentificationNumber: type: string description: 'Identifier used uniquely by various card production facilities for mapping card configurations. ' cardHolderCustomerId: $ref: '#/components/schemas/HelixId' cardId: $ref: '#/components/schemas/HelixId' cardNumberMasked: type: string cardVendorUniqueData: type: string description: 'Identifier used uniquely by various card production facilities for mapping card configurations. ' createdDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' customerId: $ref: '#/components/schemas/HelixId' deniedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' digitalWalletTokens: type: array items: type: object properties: device: type: object properties: deviceId: type: string deviceIpAddress: type: string deviceLanguageCode: type: string deviceLocation: type: string deviceName: type: string deviceNumber: type: string deviceType: type: string enum: - Card - MobilePhone - Tablet - Watch - MobileDevice - FashionAccessory - HomeAppliance - KeyFob - MediaOrGamingDevice - MobileDeviceAccessory - PCOrLaptop - Vehicle - UnknownOther isDeviceProvisioned: type: boolean panReferenceId: type: string token: type: string tokenReferenceId: type: string tokenRequestorId: type: string enum: - '40010030273' - '40010075001' - '40010043095' - '40010075338' tokenRequestorName: type: string enum: - ApplePay - GooglePay - SamsungPay - VisaCheckout tokenStatus: type: string enum: - ActiveForPayment - Initiated - SuspendedTemporarily - DeactivatedPermanently tokenType: type: string enum: - Card on file - Secure element - Cloud based payment/HCE - E-Commerce Enabler walletInformation: type: object properties: panSource: type: string enum: - KeyEntered - OnFile - MobileBankingApp walletAccountId: type: string walletEmailAddressHashed: type: string walletProviderDeviceScore: type: string walletProviderReasonCodes: type: string walletProviderRiskAssessmentType: type: string enum: - Approved - ApprovedConditionally - NotApproved walletProviderRiskAssessmentVersion: type: string expireMonth: $ref: '#/components/schemas/MonthProperty' expireYear: $ref: '#/components/schemas/YearProperty' expiredDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' firstName: type: string isDigitalOnly: type: boolean isDualIssuanceSinglePAN: type: boolean isPINSet: type: boolean lastModifiedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' lastName: type: string lockReasonTypeCode: type: string enum: - UNK - STL - LST - FRD - DMG - ADM - TMP - PIN lockTypeCode: type: string enum: - UNL - CST - SYS middleName: type: string nameOnCard: type: string nickName: type: string photoImageId: type: string description: 'Identifier used uniquely by various card production facilities for mapping card configurations. ' preferredName: type: string primaryAccountId: $ref: '#/components/schemas/HelixId' qualifierCode: $ref: '#/components/schemas/CardQualifierCode' reissuedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' renewalOverride: $ref: '#/components/schemas/RenewalOverride' renewalOverrideReason: type: string requestedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' status: type: string enum: - Initiated - Pending - PendingVerification - Verified - Denied - Expired - Archived - Reissued - Hotlisted - ReissuedPendingVerification - AutoReissuedPendingVerification tag: $ref: '#/components/schemas/TagProperty' typeCode: type: string enum: - DBT vendorTypeCode: $ref: '#/components/schemas/CardVendorTypeCode' verifiedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' CardArray200Response: allOf: - type: object properties: errors: type: array items: {} example: [] requestId: type: string example: 1249a3bf-aca1-40dd-9fba-2a3193550c39 status: type: integer enum: - 200 throttle: type: object properties: periodEndsAt: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' periodLengthInSeconds: $ref: '#/components/schemas/HelixId' periodRequestLimit: $ref: '#/components/schemas/HelixId' requestsRemainingInPeriod: $ref: '#/components/schemas/HelixId' warningThreshold: type: number format: decimal example: 0.2 - type: object properties: data: type: array items: $ref: '#/components/schemas/CardObject200Response/allOf/1/properties/data' CardTypeCode: type: string CardVendorTypeCode: type: string CustomerSetLastContact200Response: allOf: - $ref: '#/components/schemas/CardArray200Response/allOf/0' - type: object properties: data: type: array items: type: object properties: customerId: $ref: '#/components/schemas/HelixId' dormancyStatus: type: string enum: - Active - Inactive - Dormant lastContactDate: type: string format: date-time example: '2021-01-07T19:00:59.761-06:00' lastContactType: $ref: '#/components/schemas/LastContactType' MonthProperty: type: integer minimum: 1 maximum: 12 TagProperty: type: string maxLength: 50 HelixId: type: integer format: int32 minimum: 1 CardCreateDigital200Response: allOf: - $ref: '#/components/schemas/CardArray200Response/allOf/0' - type: object properties: data: $ref: '#/components/schemas/CardObject200Response/allOf/1/properties/data' AccountObject200Response: allOf: - $ref: '#/components/schemas/CardArray200Response/allOf/0' - type: object properties: data: type: object properties: accessTypeCode: type: string enum: - FULL - AUTHSIGNER - RDONLY - NONE accountBalance: type: number format: decimal accountId: $ref: '#/components/schemas/HelixId' accountMinimumBalance: type: number format: decimal accountNumber: type: string accountNumberMasked: type: string availableBalance: type: number format: decimal balanceLastModifiedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' category: type: string maxLength: 50 closedAmount: type: number format: decimal closedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' closedReason: $ref: '#/components/schemas/CloseReason' closedReasonNotes: $ref: '#/components/schemas/CloseReasonNotes' createdDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' customField1: type: string maxLength: 50 customField2: type: string maxLength: 50 customField3: type: string maxLength: 50 customField4: type: string maxLength: 50 customField5: type: string maxLength: 50 customerId: $ref: '#/components/schemas/HelixId' customerPriority: $ref: '#/components/schemas/HelixId' externalProgramTag: type: string firstDepositDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' globalAccountAccessEnabled: type: boolean interestTransferFkId: $ref: '#/components/schemas/HelixId' isCloseable: type: boolean isJointAccount: type: boolean isLocked: type: boolean isPrimary: type: boolean isPrimaryCustomer: type: boolean lastModifiedDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' legalName1: $ref: '#/components/schemas/LegalName' legalName2: $ref: '#/components/schemas/LegalName' lockReasonTypeCode: $ref: '#/components/schemas/AccountLockReasonTypeCode' lockTypeCode: $ref: '#/components/schemas/CardObject200Response/allOf/1/properties/data/properties/lockTypeCode' accountLockClassificationCode: type: - string - 'null' maxLength: 10 description: Program-configured classification code associated with the account lock. accountLockClassificationCodeDescription: type: - string - 'null' description: Human-readable description of the accountLockClassificationCode. maturityTypeCode: type: string name: type: string pendingBalance: type: number format: decimal primaryCustomerId: $ref: '#/components/schemas/HelixId' productId: $ref: '#/components/schemas/HelixId' recurringContributionAmount: type: number format: decimal recurringContributionEndDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' recurringContributionFromExternalAccountId: $ref: '#/components/schemas/HelixId' recurringContributionNextDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' recurringContributionStartDate: $ref: '#/components/schemas/DateTimeProperty' recurringContributionType: $ref: '#/components/schemas/RecurringContributionType' regDWithdrawalCount: type: integer format: int32 minimum: 0 routingNumber: type: string routingNumberMasked: type: string sourceLinks: type: array items: type: object deprecated: true properties: creditSetting: type: number format: decimal customerId: $ref: '#/components/schemas/HelixId' debitSetting: type: number format: decimal isCreditAutoTransferEnabled: type: boolean isDebitAutoTransferEnabled: type: boolean linkOptionTypeCode: type: string enum: - OVRPRTAMT - OVRPRTMLT - OVRSECPCT - OVRSECFIX description: '- `OVRPRTAMT`: Auto-transfer exact amount of withdrawal - `OVRPRTMLT`: Auto-transfer to the nearest multiple of `debitSetting` to cover withdrawal amount - `OVRSECPCT`: Allow lending up to `debitSetting` percentage of security account funds - `OVRSECFIX`: Allow lending up to fixed amount of `debitSetting` ' linkTypeCode: type: string enum: - OVRPRT - OVRSEC description: '- `OVRPRT`: Overdraft protention - `OVRSEC`: Overdraft security ' sourceAccountId: $ref: '#/components/schemas/HelixId' targetAccountId: $ref: '#/components/schemas/HelixId' deprecated: true status: type: string enum: - Open - Closed - PendingOpen - PendingClosed subCategory: type: string tag: $ref: '#/components/schemas/TagProperty' targetAmount: type: number format: decimal targetDate: $ref: '#/components/schemas/DateTimeProperty' targetLinks: type: array items: $ref: '#/components/schemas/AccountObject200Response/allOf/1/properties/data/properties/sourceLinks/items' deprecated: true targetMetDate: $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate' targetMetPercent: type: number format: decimal totalCustomers: $ref: '#/components/schemas/HelixId' type: type: string enum: - Checking - Savings - ForBenefitOf - Prepaid - Time Deposit - Business Checking - Business Savings RenewalOverride: type: string CardPriority: type: integer format: int32 minimum: 1 maximum: 4 CardQualifierCode: type: string YearProperty: type: integer minimum: 1900 maximum: 9999 CardArchive200Response: allOf: - $ref: '#/components/schemas/CardArray200Response/allOf/0' - type: object properties: data: $ref: '#/components/schemas/CardObject200Response/allOf/1/properties/data' parameters: CustomerIdPath: name: customerId in: path required: true schema: $ref: '#/components/schemas/HelixId' securitySchemes: basicAuth: type: http scheme: basic x-samples-languages: - curl - node - python - csharp - ruby - go - java - kotlin - php x-provenance: method: searched source: https://docs.helix.q2.com/reference harvested: '2026-10-14' tool: harvest-readme-openapi.py note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored. assembled_from: - https://docs.helix.q2.com/reference/accountaddentitlement.md - https://docs.helix.q2.com/reference/accountbeneficiaryadd.md - https://docs.helix.q2.com/reference/accountbeneficiaryedit.md - https://docs.helix.q2.com/reference/accountbeneficiaryget.md - https://docs.helix.q2.com/reference/accountbeneficiarylist.md - https://docs.helix.q2.com/reference/accountbeneficiaryremove.md - https://docs.helix.q2.com/reference/accountbeneficiaryreplace.md - https://docs.helix.q2.com/reference/accountclose.md - https://docs.helix.q2.com/reference/accountcreate.md - https://docs.helix.q2.com/reference/accounteditentitlement.md - https://docs.helix.q2.com/reference/accountget.md - https://docs.helix.q2.com/reference/accountgetbytag.md - https://docs.helix.q2.com/reference/accountlimitdelete.md - https://docs.helix.q2.com/reference/accountlimitlist.md - https://docs.helix.q2.com/reference/accountlimitset.md - https://docs.helix.q2.com/reference/accountlist.md - https://docs.helix.q2.com/reference/accountlistentitlements.md - https://docs.helix.q2.com/reference/accountlock.md - https://docs.helix.q2.com/reference/accountplacehold.md - https://docs.helix.q2.com/reference/accountreleasehold.md - https://docs.helix.q2.com/reference/accountremoveentitlement.md - https://docs.helix.q2.com/reference/accountstoppaycreatecheckstoppay.md - https://docs.helix.q2.com/reference/accountstoppayexpire.md - https://docs.helix.q2.com/reference/accountstoppaylist.md - https://docs.helix.q2.com/reference/accountunlock.md - https://docs.helix.q2.com/reference/accountupdate.md - https://docs.helix.q2.com/reference/bankdocumentdownload.md - https://docs.helix.q2.com/reference/bankdocumentlist.md - https://docs.helix.q2.com/reference/cardaddaccount.md - https://docs.helix.q2.com/reference/cardarchive.md - https://docs.helix.q2.com/reference/cardcontrolarchive.md - https://docs.helix.q2.com/reference/cardcontrolarchivebytag.md - https://docs.helix.q2.com/reference/cardcontrolcreate.md - https://docs.helix.q2.com/reference/cardcontrolget.md - 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