Person details - private

This list of parameters applies only to the creation of a private person. Mandatory fields are marked with a red asterisk (*).

Field name
Description

Person type *

Select the person type. Available options are:

  • Private (default);

  • Legal.

Customer type

Select the customer type. Available options are:

  • Customer (default);

  • Beneficiary.

The available values can be defined on the PERSON.PERSON lookup page by selecting CUSTOMER_TYPE as the Lookup type. For more information, see Create lookup codes.

Given name

Enter the first name of the person. This is a free-text field.

Middle name

Enter the middle name of the person. This is a free-text field.

Surname *

Enter the last name of the person. This is a free-text field.

Residency country

Select the country of residence.

Tax residence

Select the country of tax residence.

Person groups

Select a person group from the drop-down list. To add a new person group, see Person groups.

E-mail

Enter a valid e-mail address (e.g. [email protected]).

Phone country code

Select the country code.

Phone number

Enter the phone number.

Gender

Select the gender. Available options are:

  • Male;

  • Female;

  • Other.

Number of dependent persons

Enter the number of dependent persons.

See the Person details section below as it appears when creating a private person:

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