B2B Customer Care 101 Use Case

How do I delete a wallet account for a customer?

Olivia calls support asking to have her wallet account deleted from the system. The following API calls can be used to complete this request:

  1. Look up the customer account.
  2. Verify the customer's identity in accordance with your company's guidelines.
  3. Delete the account.

Lookup the Customer Account

Design your customer care portal so that when the support representative inputs one of the supported search parameters, it triggers a retrieveCustomerLookupInfo request to the B2B API that is populated with those input search parameters. The following request sample uses the email address.

In the following header example, replace IssuingPartnertoken with the encrypted authorization token assigned to the Issuing Partner by Paydiant.

Sample Call

POST https://api-b2b.certification.paydiant.com./b2b-gateway/customers/lookup

Authorization:Basic IssuingPartnertoken

{  
  "retrieveCustomerLookUpInfoRequest" : {  
    "messageHeader" : {  
      "partnerId" : "",
      "messageId" : "",
      "versionId" : "",
      "environmentId" : ""
    },
    "email" : "olivia_wallet_user@hotmail.com"
  }
}

Since email address is a unique value per Issuing Partner, the response can return only one matching profile:

{  
  "retrieveCustomerLookUpInfoResponse" : {  
    "messageHeader" : {  
      "partnerId" : "",
      "messageId" : "",
      "versionId" : "",
      "environmentId" : ""
    },
    "status" : {  
      "statusCode" : "SUCCESS",
      "statusDescription" : "Done",
      "errors" : [ ]
    },
    "configurationDetails" : [ ],
    "customerLookUpInfo" : [  
      {  
        "devices" : [ ],
        "additionalCustomerInformation" : [  
          {  
            "key" : "birthday",
            "value" : "08281970"
          }
        ],
        "customerUri" : "certnew:entity:customer#bb3c20c6-456a-4484-891d-daaa2ee22da4",
        "issuingPartnerUri":"certnew:entity:issuingpartner#d72bb2cd-34f9-441e-9daf-4f3ef2838bcb",
        "partnerUri" : "paydiant:entity:partner#5df9ba6e-c3a5-4c7e-9f22-6812a069683a",
        "createDate" : 1493069461632,
        "issuingPartnerShortName" : "certnew",
        "active" : true,
        "locked" : false,
        "email" : "olivia_wallet_user@hotmail.com",
        "emailPending" : null,
        "customerId" : "latYxDdNJhzm",
        "username" : "olivia_wallet_user@hotmail.com",
        "firstName" : "Olivia",
        "lastName" : "Smith",
        "address1" : "2750 Grove St",
        "address2" : "Apt 2",
        "city" : "Newton",
        "country" : "USA",
        "state" : "MA",
        "zip" : "02246",
        "phone" : "9991234444",
        "passwordChangedDate" : 1493069461703,
        "passcodeChangedDate" : 1493069461705,
        "securityQuestionsChangedDate" : 1493069461705,
        "lastLoginDate" : null,
        "emailVerified" : true,
        "emailVerifiedDate" : null
      }
    ]
  }
}

Now you can parse the returned data to:

  • Display the profile information in the support portal interface in a way that allows the representative to view the details.
  • Capture the profile data for use in subsequent calls that may require these property values.

Need more? See retrieveCustomerLookUpInfo in the B2B Customer Care API Reference Guide.

Verify The Customer's Identity

Follow your company's guidelines to verify that you are working with the correct customer.

Delete the Account

Using the customerUri, issuingPartnerUri, and partnerUri values returned in the customer profile, invoke the call to delete the customer account from the Paydiant system for the Issuing Partner.

Replace Issuing Partner token with the encrypted authorization token assigned to the Issuing Partner by Paydiant.

//POST https://api-b2b.certification.paydiant.com/b2b-gateway/customers/delete
//Authorization: Basic IssuingPartnertoken)

{  
  "deleteCustomerRequest" : {  
    "messageHeader" : {  
      "partnerId" : "",
      "messageId" : "",
      "versionId" : "",
      "environmentId" : ""
    },
    "customerUri" : "certnew:entity:customer#e1f42d4d-587a-46c1-8de9-2b21846c02c0",
    "issuingPartnerUri" : "certnew:entity:issuingpartner#d72bb2cd-34f9-441e-9daf-4f3ef2838bcb",
    "partnerUri" : "paydiant:entity:partner#5df9ba6e-c3a5-4c7e-9f22-6812a069683a"
  }
}

The response confirms the deletion.

{  
  "deleteCustomerResponse" : {  
    "messageHeader" : {  
      "partnerId" : "",
      "messageId" : "",
      "versionId" : "",
      "environmentId" : "Certification"
    },
    "status" : {  
      "statusCode" : "SUCCESS",
      "statusDescription" : "Done",
      "errors" : [  ]
    },
    "configurationDetails" : [  ]
  }
}

Need more? See deleteCustomer.

What's Next?

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