Initialize customer
customer
Initialize customer
Creates the policyholder, a policy and the branch to work on, all three. Keep initializedWith.branch: every later call on that draft carries it.
POST
Initialize customer
Authorizations
Machine-to-machine clients use the OAuth 2.0 client credentials grant. Each tenant has its own authorization server: in the token URL below, replace tenant with your tenant identifier.
Headers
Your tenant identifier. Requests without it are rejected.
Query Parameters
Optional: the whenAt datetime
The productId
Body
application/json
Brokerage firm id to associate with the customer (used in anonymous funnels)
Pattern:
^brokerage_firm(_test)?_[346789ABCDEFGHJKLMNPQRTUVWXYabcdefghijkmnpqrtwxyz]{21}$
