Investor Payment Methods
Add payment methods to a party, these payment methods will be used to place orders and distributions
# Add payment method to individual party we created earlier
payment_method_creation_url = f"{base_url}/payment-methods"
headers = {
"accept": "application/json",
"caliber-api-key": caliber_api_key,
"caliber-idempotency-key": str(uuid.uuid4()),
"caliber-individual-id": party_id
}
payment_method_creation_obj = {
"party_id": party_id,
"name": "John Doe Checking",
"bank_name": "JP Morgan Chase",
"account_type": "checking",
"account_number": "00011345678",
"bank_identification_codes": {
"routing_number": "071000013",
"iban": "",
"swift_bic": "",
"sort_code": ""
},
"payment_type": "wire",
"account_holder_address_id": address_id
}
payment_method_response = requests.post(payment_method_creation_url, headers=headers, json = payment_method_creation_obj)
payment_method_id = payment_method_response.json()['id']
print(f"Add payment to the individual we created earlier:\n{json.dumps(payment_method_response.json(), indent = 2)}")
# To retrieve all payment methods on a party pass party_id query param
# Additionally you can query payment methods by account_id, more on this later
payment_method_retrieve_url = f"{base_url}/payment-methods?party_id={party_id}"
headers = {
"accept": "application/json",
"caliber-api-key": caliber_api_key,
"caliber-individual-id": party_id
}
payment_method_retrieve_response = requests.get(payment_method_retrieve_url, headers=headers)
print(f"Payment methods for the individual party:\n{json.dumps(payment_method_retrieve_response.json(), indent = 2)}")
Add payment to the individual we created earlier:
{
"id": "c21eb16e-f886-485f-b2e3-878c78201988",
"party_id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
"account_type": "checking",
"address": {
"id": "c227a904-e93f-4ea3-bea6-5845b61ca3b1",
"address_type": "legal",
"address_line_1": "112 NE 2nd Ave",
"address_line_2": null,
"address_line_3": null,
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US",
"created_at": "2023-06-22T16:03:03.666385Z",
"updated_at": "2023-06-22T16:03:03.667096Z",
"metadata": {}
},
"name": "John Doe Checking",
"bank_name": "JP Morgan Chase",
"account_number": "00011345678",
"bank_identification_codes": {
"iban": "",
"swift_bic": "",
"routing_number": "071000013",
"sort_code": ""
},
"payment_type": "wire",
"metadata": {}
}
Payment methods for the individual party:
{
"limit": 20,
"offset": 0,
"count": 2,
"next": null,
"previous": null,
"results": [
{
"id": "1c22cbc9-cc47-481c-8f2e-006117ab7368",
"party_id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
"account_type": "checking",
"address": {
"id": "c227a904-e93f-4ea3-bea6-5845b61ca3b1",
"address_type": "legal",
"address_line_1": "112 NE 2nd Ave",
"address_line_2": null,
"address_line_3": null,
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US",
"created_at": "2023-06-22T16:03:03.666385Z",
"updated_at": "2023-06-22T16:03:03.667096Z",
"metadata": {}
},
"name": "John Doe Checking",
"bank_name": "JP Morgan Chase",
"account_number": "00011345678",
"bank_identification_codes": {
"iban": "",
"swift_bic": "",
"routing_number": "071000013",
"sort_code": ""
},
"payment_type": "wire",
"metadata": {}
},
{
"id": "c21eb16e-f886-485f-b2e3-878c78201988",
"party_id": "783cb646-87bb-4866-a0e3-99aeb1cedf6e",
"account_type": "checking",
"address": {
"id": "c227a904-e93f-4ea3-bea6-5845b61ca3b1",
"address_type": "legal",
"address_line_1": "112 NE 2nd Ave",
"address_line_2": null,
"address_line_3": null,
"city": "Miami",
"region": "FL",
"postal_code": "33132",
"country": "US",
"created_at": "2023-06-22T16:03:03.666385Z",
"updated_at": "2023-06-22T16:03:03.667096Z",
"metadata": {}
},
"name": "John Doe Checking",
"bank_name": "JP Morgan Chase",
"account_number": "00011345678",
"bank_identification_codes": {
"iban": "",
"swift_bic": "",
"routing_number": "071000013",
"sort_code": ""
},
"payment_type": "wire",
"metadata": {}
}
]
}
Updated over 1 year ago