openapi: 3.2.0
info:
  title: Helix Customer - Due Diligence 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: Customer - Due Diligence
  description: Endpoints related to customer due diligence
paths:
  /customer/answerList/{customerId}:
    get:
      tags:
      - Customer - Due Diligence
      summary: List a customer's due diligence responses
      description: Retrieve all due diligence answers for the given `customerId`.
      externalDocs:
        url: https://docs.helix.q2.com/reference/customer/answerlist
      operationId: customer/answerList
      parameters:
      - $ref: '#/components/parameters/CustomerIdPath'
      responses:
        '200':
          description: An array of <a href="https://docs.helix.q2.com/docs/due-diligence-category" target="_blank">dueDiligenceCategory</a> objects
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerAnswerList200Response'
        '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'
  /customer/answerPost:
    post:
      tags:
      - Customer - Due Diligence
      summary: Submit a customer's due diligence answers
      description: Create or update due diligence answers for the given `customerId`.
      externalDocs:
        url: https://docs.helix.q2.com/reference/customeranswerpost
      operationId: customerAnswerPost
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - customerId
              - answers
              properties:
                customerId:
                  $ref: '#/components/schemas/HelixId'
                answers:
                  type: array
                  items:
                    type: object
                    required:
                    - questionId
                    properties:
                      answeredDate:
                        $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                      questionId:
                        $ref: '#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId'
                      questionAnswer:
                        format: string
                        maxLength: 255
                      selectedChoices:
                        type: array
                        items:
                          type: object
                          properties:
                            choiceId:
                              allOf:
                              - description: Required if `choiceName` not present
                              - $ref: '#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId'
                            choiceName:
                              type: string
                              description: Required if `choiceId` not present
                  description: An array of <a href="https://docs.helix.q2.com/docs/due-diligence-answer" target="_blank">dueDiligenceAnswer</a> objects
      responses:
        '200':
          description: A 200 status with no `data` property present
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CardArray200Response/allOf/0'
        '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'
  /customer/securityanswerslist:
    post:
      tags:
      - Customer - Due Diligence
      summary: Retrieves the list of security answers for a customer in a specified language
      description: See customerSecurityAnswerInfo object definition for parameter details.
      externalDocs:
        url: https://docs.helix.q2.com/reference/customersecurityanswerslist
      operationId: customersecurityanswerslist
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - customerId
              properties:
                customerId:
                  $ref: '#/components/schemas/HelixId'
                culture:
                  $ref: '#/components/schemas/CultureProperty'
      responses:
        '200':
          description: An array of <a href="https://https://docs.helix.q2.com/docs/customer-security-answer" target="_blank">customerSecurityAnswerInfo</a> objects.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerObject200Response'
        '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'
components:
  schemas:
    CustomerAnswerList200Response:
      allOf:
      - $ref: '#/components/schemas/CardArray200Response/allOf/0'
      - type: object
        properties:
          data:
            type: array
            items:
              type: object
              properties:
                categoryId:
                  $ref: '#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId'
                categoryName:
                  type: string
                  maxLength: 100
                categoryDescription:
                  type: string
                  maxLength: 255
                followUpQuestions:
                  type: array
                  items:
                    $ref: '#/components/schemas/CustomerAnswerList200Response/allOf/1/properties/data/items/properties/questions/items'
                questions:
                  type: array
                  items:
                    type: object
                    properties:
                      questionId:
                        $ref: '#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId'
                      questionName:
                        type: string
                        maxLength: 100
                      questionDescription:
                        type: string
                        maxLength: 255
                      answerType:
                        type: string
                        maxLength: 50
                        enum:
                        - Single-Select
                        - Multi-Select
                        - Text
                      choices:
                        type: array
                        items:
                          type: object
                          properties:
                            answeredDate:
                              $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                            choiceId:
                              $ref: '#/components/schemas/AccountClose200Response/allOf/1/properties/data/properties/transactionId'
                            choiceName:
                              type: string
                              maxLength: 100
                            choiceDescription:
                              type: string
                              maxLength: 255
                            followUpQuestionIds:
                              type: array
                              items:
                                $ref: '#/components/schemas/HelixId'
    LegalName:
      type: string
      maxLength: 100
    ExemptFromBeneficialOwnershipReasonType:
      type: string
      enum:
      - UsStockExchangeTradedEntity
      - CharityOrNonProfitEntity
      - PublicAccountingFirmRegisteredUnderSection102
      - UsStateRegulatedBank
      - UsRegulatedInsuranceCompany
      - UsRegulatedFinancialInstitution
      - UsFederalGovernmentAgency
      - UsStateGovernmentAgency
      - UsLocalGovernmentAgency
      - NonUsGovernmentAgency
      - BankHoldingCompany
      - SavingsAndLoanHoldingCompany
      - FinancialMarketUtility
      - NonUsEntityOpeningAPrivateBankingAccount
      - ForeignFinancialInstitution
      - ClassOfSecuritiesIssuer
      - SecCurrentRegisteredFirm
      - CommodityFuturesTradingCommissionRegisteredEntity
      - ExcludedPooledInvestmentVehicle
      - NonExcludedPooledInvestmentVehicle
      - UsStockExchangeMajorityEquityEntity
    CityProperty:
      type: string
      maxLength: 50
    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'
    ExternalAccountObject200Response:
      allOf:
      - $ref: '#/components/schemas/CardArray200Response/allOf/0'
      - type: object
        properties:
          data:
            type: object
            properties:
              accountNumber:
                type: string
              accountNumberMasked:
                type: string
              businessName:
                type: string
                maxLength: 100
              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'
              externalAccountId:
                $ref: '#/components/schemas/HelixId'
              firstName:
                type: string
                maxLength: 50
              isActive:
                type: boolean
                deprecated: true
              isLocked:
                type: boolean
              lastModifiedDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              lastName:
                type: string
                maxLength: 50
              lockedDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              lockedReason:
                type: string
              name:
                type: string
              nickName:
                type: string
              nocCode:
                type: string
              routingNumber:
                type: string
              routingNumberMasked:
                type: string
              status:
                type: string
                enum:
                - Unverified
                - VerifyLocked
                - Verified
                - Denied
                - Expired
                - Archived
              statusDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              tag:
                $ref: '#/components/schemas/TagProperty'
              type:
                type: string
                enum:
                - Checking
                - Savings
                - Business Checking
                - Business Savings
                - Prepaid
    TaxIdType:
      type: string
      enum:
      - SSN
      - EIN
      - ITIN
    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
    CustomerNoBusinessFieldsArray200Response:
      allOf:
      - $ref: '#/components/schemas/CardArray200Response/allOf/0'
      - type: object
        properties:
          data:
            type: array
            items:
              type: object
              properties:
                accessTypeCode:
                  type: string
                  enum:
                  - FULL
                  - ACCT
                  - CARD
                  - FDRY
                accounts:
                  type:
                  - array
                  - 'null'
                  items:
                    $ref: '#/components/schemas/AccountObject200Response/allOf/1/properties/data'
                addresses:
                  type:
                  - array
                  - 'null'
                  items:
                    $ref: '#/components/schemas/AddressItem'
                birthDate:
                  $ref: '#/components/schemas/DateTimeProperty'
                cards:
                  type:
                  - array
                  - 'null'
                  items:
                    $ref: '#/components/schemas/CardObject200Response/allOf/1/properties/data'
                customerCount:
                  $ref: '#/components/schemas/HelixId'
                createdDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                culture:
                  $ref: '#/components/schemas/CultureProperty'
                customField1:
                  type: string
                  maxLength: 100
                customField2:
                  type: string
                  maxLength: 100
                customField3:
                  type: string
                  maxLength: 100
                customField4:
                  type: string
                  maxLength: 100
                customField5:
                  type: string
                  maxLength: 100
                customerId:
                  $ref: '#/components/schemas/HelixId'
                deceasedDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                documentsAcceptedDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                driversLicenseExpireDate:
                  $ref: '#/components/schemas/DateTimeProperty'
                driversLicenseIssueDate:
                  $ref: '#/components/schemas/DateTimeProperty'
                driversLicenseNumber:
                  $ref: '#/components/schemas/DriversLicenseNumber'
                driversLicenseNumberMasked:
                  type: string
                driversLicenseState:
                  $ref: '#/components/schemas/FormationState'
                emailAddress:
                  $ref: '#/components/schemas/EmailAddress'
                externalAccounts:
                  type:
                  - array
                  - 'null'
                  items:
                    $ref: '#/components/schemas/ExternalAccountObject200Response/allOf/1/properties/data'
                firstName:
                  $ref: '#/components/schemas/FirstName'
                fraudStatus:
                  $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
                gender:
                  $ref: '#/components/schemas/GenderProperty'
                idStatus:
                  $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
                iqStatus:
                  $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
                isActive:
                  type: boolean
                  deprecated: true
                isDocumentsAccepted:
                  type: boolean
                isLocked:
                  type: boolean
                isOptedInToBankCommunication:
                  type: boolean
                isRelianceAgreement:
                  type: boolean
                isSubjectToBackupWithholding:
                  type: boolean
                kycStatus:
                  $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
                lastActivityDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                lastModifiedDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                lastName:
                  $ref: '#/components/schemas/CustomerLastName'
                lockedDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                lockedReason:
                  type: string
                middleName:
                  $ref: '#/components/schemas/FirstName'
                ofacStatus:
                  $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
                passportCountry:
                  type: string
                passportExpireDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                passportIssueDate:
                  $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
                passportNumber:
                  $ref: '#/components/schemas/PassportNumber'
                passportNumberMasked:
                  type: string
                phones:
                  type:
                  - array
                  - 'null'
                  items:
                    $ref: '#/components/schemas/PhoneItem'
                qualiFileStatus:
                  type: string
                  deprecated: true
                residencyStatusType:
                  $ref: '#/components/schemas/ResidencyStatusType'
                status:
                  $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
                suffix:
                  type: string
                tag:
                  type: string
                taxId:
                  $ref: '#/components/schemas/TaxId'
                taxIdMasked:
                  type: string
                taxIdType:
                  $ref: '#/components/schemas/TaxIdType'
    CloseReason:
      type: string
      enum:
      - Fraud
      - Never funded
      - BSA reasons
      - Relationship ended
      - Deceased
      - Other
      - Consolidating Bank Accounts
      - re-CIP
      - Risk-Related
      - Member Requested
      - Negative Balance (Reopen Eligible)
      - Negative Balance (Reopen Ineligible)
      - ID Theft
      - Account Take Over
      - Dormant
      description: 'The following values are not enabled by default and must be enabled by Q2: `Consolidating Bank Accounts`, `re-CIP`, `Risk-Related`, `Member Requested`, `Negative Balance (Reopen Eligible)`, `Negative Balance (Reopen Ineligible)`, `ID Theft`, `Account Take Over`, `Dormant`

        '
    CultureProperty:
      type: string
      enum:
      - en-US
      - es-US
      description: "Accepted values vary by program:\n  - `en-US`: English\n  - `es-US`: Spanish\n"
    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'
    CustomerObject200Response:
      allOf:
      - $ref: '#/components/schemas/CardArray200Response/allOf/0'
      - type: object
        properties:
          data:
            type: object
            properties:
              accessTypeCode:
                allOf:
                - deprecated: true
                - $ref: '#/components/schemas/CustomerNoBusinessFieldsArray200Response/allOf/1/properties/data/items/properties/accessTypeCode'
              accounts:
                type:
                - array
                - 'null'
                items:
                  $ref: '#/components/schemas/AccountObject200Response/allOf/1/properties/data'
                description: An array of <a href="https://docs.helix.q2.com/docs/account">account</a> objects owned by the customer
              addresses:
                type:
                - array
                - 'null'
                items:
                  $ref: '#/components/schemas/AddressItem'
              attestationDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              attesterName:
                type: string
                maxLength: 50
              attesterTitle:
                type: string
                maxLength: 50
                description: Title of the person attesting to the business' information
              birthDate:
                allOf:
                - description: 'Format: yyyy-MM-ddT00:00:00.000+00:00

                    Example: `1976-07-04T00:00:00.000+00:00`

                    '
                - $ref: '#/components/schemas/DateTimeProperty'
              businessDescription:
                type: string
                maxLength: 200
              businessLegalName:
                type: string
                maxLength: 300
              businessNameOnCard:
                type: string
                maxLength: 26
              businessWebsite:
                type: string
                maxLength: 100
              cards:
                type:
                - array
                - 'null'
                items:
                  $ref: '#/components/schemas/CardObject200Response/allOf/1/properties/data'
              customerCount:
                $ref: '#/components/schemas/HelixId'
              createdDate:
                allOf:
                - description: 'Date the customer was created. **Note: a customer may have been created but is not available for use, depending on the `isLocked` or `status` properties.**

                    '
                - $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              culture:
                $ref: '#/components/schemas/CultureProperty'
              customField1:
                type: string
                maxLength: 100
              customField2:
                type: string
                maxLength: 100
              customField3:
                type: string
                maxLength: 100
              customField4:
                type: string
                maxLength: 100
              customField5:
                type: string
                maxLength: 100
              customerId:
                $ref: '#/components/schemas/HelixId'
              doingBusinessAs:
                type: string
                maxLength: 200
              deceasedDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              documentsAcceptedDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              driversLicenseExpireDate:
                $ref: '#/components/schemas/DateTimeProperty'
              driversLicenseIssueDate:
                $ref: '#/components/schemas/DateTimeProperty'
              driversLicenseNumber:
                type: string
              driversLicenseNumberMasked:
                type: string
              driversLicenseState:
                $ref: '#/components/schemas/FormationState'
              emailAddress:
                type: string
              exemptFromBeneficialOwnershipReasonType:
                $ref: '#/components/schemas/ExemptFromBeneficialOwnershipReasonType'
              externalAccounts:
                type:
                - array
                - 'null'
                items:
                  $ref: '#/components/schemas/ExternalAccountObject200Response/allOf/1/properties/data'
              firstName:
                type: string
              foreignDocumentCountryCode:
                type: string
                maxLength: 3
              foreignDocumentExpirationDate:
                $ref: '#/components/schemas/DateTimeProperty'
              foreignDocumentNumber:
                type: string
                maxLength: 30
              foreignDocumentNumberMasked:
                type: string
              foreignDocumentType:
                $ref: '#/components/schemas/ForeignDocumentType'
              formationDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              formationState:
                $ref: '#/components/schemas/FormationState'
              fraudStatus:
                type: string
                description: 'Customer''s status in regards to the ''fraud'' customer verification module.

                  '
                enum:
                - ''
                - Verified
                - Denied
                - Automated Review
                - Manual Review
                - Resubmit
              gender:
                $ref: '#/components/schemas/GenderProperty'
              idStatus:
                $ref: '#/components/schemas/CustomerObject200Response/allOf/1/properties/data/properties/status'
              industryClassificationCodeId:
                $ref: '#/components/schemas/HelixId'
              iqStatus:
                type: string
                enum:
                - ''
                - Verified
                - Denied
                - Automated Review
                - Manual Review
                - Resubmit
              isActive:
                type: boolean
                description: Use `status` instead.
                deprecated: true
              isBusiness:
                type: boolean
              isDocumentsAccepted:
                type: boolean
              isExemptFromBeneficialOwnership:
                type: boolean
              isLocked:
                type: boolean
              isMinor:
                type: boolean
              isOptedInToBankCommunication:
                type: boolean
              isRelianceAgreement:
                type: boolean
              isSubjectToBackupWithholding:
                type: boolean
              isTaxExempt:
                type: boolean
              kybStatus:
                type: string
                enum:
                - Initiated
                - Manual Review
                - Verified
                - Denied
                - Expired
                - Deceased
                - Archived
                - Automated Review
              kybStatusDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              kycStatus:
                type: string
                enum:
                - ''
                - Verified
                - Denied
                - Automated Review
                - Manual Review
                - Resubmit
              lastContactDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              lastContactType:
                $ref: '#/components/schemas/LastContactType'
              lastModifiedDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              lastName:
                type: string
              legalEntityType:
                type: string
                enum:
                - Individual
                - SingleMemberLLC
                - SCorporation
                - CCorporation
                - SoleProprietorship
                - NonProfit
                - Association
                - Partnership
                - LimitedLiabilityCompany
                - LimitedLiabilityPartnership
                - RevocableTrust
                - IrrevocableTrust
                - FinancialInstitutionOther
                - Estate
                - Trust
                - Church
                - Conservator
                - Guardianship
                - Government
                - Cooperative
                - BCorporation
                - TottenTrustPOD
                - LimitedPartnership
                - GeneralPartnership
                - GovernmentDepartment
                - GovernmentAgency
                - GovernmentAuthority
                - GovernmentNonCommercialNonUSDepartmentOrAgency
                - GovernmentOther
                - RegulatedFinancialInstitution
                - RegulatedBankLoanHoldingsCompany
                - RegulatedSavingsAndLoanHoldingCompany
                - ForeignFinancialInstitutionRegulatorKeepsUBOInfo
              lockedDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              lockedReason:
                type: string
              middleName:
                type: string
              ofacStatus:
                type: string
                enum:
                - ''
                - Verified
                - Denied
                - Automated Review
                - Manual Review
                - Resubmit
              passportCountry:
                type: string
              passportExpireDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              passportIssueDate:
                $ref: '#/components/schemas/CustomerSetLastContact200Response/allOf/1/properties/data/items/properties/lastContactDate'
              passportNumber:
                type: string
              passportNumberMasked:
                type: string
              phones:
                type:
                - array
                - 'null'
                items:
                  $ref: '#/components/schemas/PhoneItem'
              preferredName:
                type: string
                maxLength: 21
              qualiFileStatus:
                type: string
                deprecated: true
              residencyStatusType:
                $ref: '#/components/schemas/ResidencyStatusType'
              status:
                type: string
                enum:
                - Active
                - Initiated
                - Manual Review
                - Verified
                - Denied
                - Expired
                - Archived
                - Deceased
                - Automated Review
                - Resubmit
              suffix:
                type: string
              tag:
                type: string
              taxId:
                $ref: '#/components/schemas/TaxId'
              taxIdMasked:
                type: string
              taxIdType:
                $ref: '#/components/schemas/TaxIdType'
              usePreferredNameOnCard:
                type: boolean
                default: false
    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'
    CardVendorTypeCode:
      type: string
    AccountLockReasonTypeCode:
      type: string
      enum:
      - UNK
      - FRD
      - ADM
      - TMP
      - FRZ
      - SUS
      - CO
      - RTN
      - REC
      - DED
      - DOR
      description: '- `UNK`: Unknown

        - `FRD`: Fraud investigation

        - `ADM`: Administrative

        - `TMP`: Temporary

        - `FRZ`: Freeze

        - `SUS`: Suspected fraud

        - `CO`: Credits only

        - `RTN`: Return risk

        - `REC`: Recovery

        - `DED`: Deceased

        - `DOR`: Dormant

        '
    MonthProperty:
      type: integer
      minimum: 1
      maximum: 12
    CloseReasonNotes:
      type: string
      maxLength: 255
      description: Required if `closeReason` is `Other`
    TagProperty:
      type: string
      maxLength: 50
    PostalCode:
      type: string
      maxLength: 9
    HelixId:
      type: integer
      format: int32
      minimum: 1
    AccountClose200Response:
      allOf:
      - $ref: '#/components/schemas/CardArray200Response/allOf/0'
      - type: object
        properties:
          data:
            type: object
            properties:
              customerId:
                $ref: '#/components/schemas/HelixId'
              accountId:
                $ref: '#/components/schemas/HelixId'
              closeToAccountId:
                $ref: '#/components/schemas/HelixId'
              transactionId:
                type: integer
                format: int64
                minimum: 1
              transactionTag:
                $ref: '#/components/schemas/TagProperty'
              closingBalanceAmount:
                type: number
                format: decimal
              interestPaidAmount:
                type: number
                format: decimal
              totalClosingAmount:
                type: number
                format: decimal
              isClosedToExternalAccount:
                type: boolean
    RenewalOverride:
      type: string
    PhoneItem:
      type: object
      required:
      - number
      - phoneType
      properties:
        isActive:
          type: boolean
          readOnly: true
        number:
          type: string
        phoneType:
          type: string
          enum:
          - Home
          - Mobile
          - Office
    FormationState:
      type: string
      maxLength: 2
    TaxId:
      type: string
      maxLength: 30
      description: No formatting (no dashes, spaces, etc).
    CardPriority:
      type: integer
      format: int32
      minimum: 1
      maximum: 4
    GenderProperty:
      type: string
      enum:
      - M
      - F
      - U
    RecurringContributionType:
      type: string
      enum:
      - None
      - BiWeekly
      - Monthly
    DateTimeProperty:
      type: string
      format: date-time
      example: '2000-07-04T00:00:00.000+00:00'
    CardQualifierCode:
      type: string
    AddressLine:
      type: string
      maxLength: 100
    ForeignDocumentType:
      type: string
      enum:
      - DriversLicense
      - ConsularIdCard
      - Passport
      - PermanentResidentCard
      - EmploymentAuthorizationCard
      - VoterRegistrationCard
      - IdentificationCard
    ResidencyStatusType:
      type: string
      enum:
      - UsCitizen
      - ResidentAlien
      - NonResidentAlien
    YearProperty:
      type: integer
      minimum: 1900
      maximum: 9999
    CountryProperty:
      type: string
      maxLength: 50
    LastContactType:
      type: string
      enum:
      - Log In
      - Phone
      - Email
      - Chat
    AddressItem:
      type: object
      required:
      - addressLine1
      - addressType
      - city
      - country
      - postalCode
      - state
      properties:
        addressLine1:
          $ref: '#/components/schemas/AddressLine'
        addressLine2:
          $ref: '#/components/schemas/AddressLine'
        addressLine3:
          $ref: '#/components/schemas/AddressLine'
        addressLine4:
          $ref: '#/components/schemas/AddressLine'
        addressType:
          type: string
          enum:
          - Individual
          - Mailing
          - PrimaryBusiness
          - Business
          - Registered
          - TaxFormMailing
        city:
          $ref: '#/components/schemas/CityProperty'
        country:
          $ref: '#/components/schemas/CountryProperty'
        isActive:
          type: boolean
          readOnly: true
        postalCode:
          $ref: '#/components/schemas/PostalCode'
        state:
          $ref: '#/components/schemas/FormationState'
  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
  - https://docs.helix.q2.com/reference/cardcontrolgetbytag.md
  - https://docs.helix.q2.com/reference/cardcreatedigital.md
  - https://docs.helix.q2.com/reference/cardfraudtextalertget.md
  - https://docs.helix.q2.com/reference/cardfraudtextalertoptout.md
  - https://docs.helix.q2.com/reference/cardget.md
  - https://docs.helix.q2.com/reference/cardgetbytag.md
  - https://docs.helix.q2.com/reference/cardhotlist.md
  - https://docs.helix.q2.com/reference/cardinitiate.md
  - https://docs.helix.q2.com/reference/cardlimitget.md
  - https://docs.helix.q2.com/reference/cardlimitoverride.md
  - https://docs.helix.q2.com/reference/cardlimitreset.md
  - https://docs.helix.q2.com/reference/cardlimittemporaryoverride.md
  - https://docs.helix.q2.com/reference/cardlist.md
  - https://docs.helix.q2.com/reference/cardlock.md
  - https://docs.helix.q2.com/reference/cardmockadminfalconfraud.md
  - https://docs.helix.q2.com/reference/cardmockdeclinepurchaseauthorize.md
  - https://docs.helix.q2.com/reference/cardmockdepositpurchasereturn.md
  - https://docs.helix.q2.com/reference/cardmockdepositpurchasereturnreversal.md
  - https://docs.helix.q2.com/reference/cardmockwithdrawalcardcash.md
  - https://docs.helix.q2.com/reference/cardmockwithdrawalpurchaseauthorize.md
  - https://docs.helix.q2.com/reference/cardmockwithdrawalpurchasecomplete.md
  - https://docs.helix.q2.com/reference/cardorderphysical.md
  - https://docs.helix.q2.com/reference/cardprovisionapplepay.md
  - https://docs.helix.q2.com/reference/cardprovisioncarddetail.md
  - https://docs.helix.q2.com/reference/cardprovisiongooglepay.md
  - https://docs.helix.q2.com/reference/cardreissue.md
  - https://docs.helix.q2.com/reference/cardremoveaccount.md
  - https://docs.helix.q2.com/reference/cardrenewaloverride.md
  - https://docs.helix.q2.com/reference/cardreprioritizeaccount.md
  - https://docs.helix.q2.com/reference/cardresetpin.md
  - https://docs.helix.q2.com/reference/cardriskfactorget.md
  - https://docs.helix.q2.com/reference/cardriskfactorset.md
  - https://docs.helix.q2.com/reference/cardunlock.md
  - https://docs.helix.q2.com/reference/cardupdate.md
  - https://docs.helix.q2.com/reference/cardverify.md
  - https://docs.helix.q2.com/reference/cardverifybycvv.md
  - https://docs.helix.q2.com/reference/customeranswerlist.md
  - https://docs.helix.q2.com/reference/customeranswerpost.md
  - https://docs.helix.q2.com/reference/customerarchive.md
  - https://docs.helix.q2.com/reference/customerbeneficiaryaccountassignmentlist.md
  - https://docs.helix.q2.com/reference/customerbeneficiarycreate.md
  - https://docs.helix.q2.com/reference/customerbeneficiarydeactivate.md
  - https://docs.helix.q2.com/reference/customerbeneficiaryget.md
  - https://docs.helix.q2.com/reference/customerbeneficiarylist.md
  - https://docs.helix.q2.com/reference/customerbeneficiaryupdate.md
  - https://docs.helix.q2.com/reference/customercreate.md
  - https://docs.helix.q2.com/reference/customercreatebusiness.md
  - https://docs.helix.q2.com/reference/customercreatebusinessapplication.md
  - https://docs.helix.q2.com/reference/customerdocumentget.md
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