Core Card Api Quick Start

Get Portfolio ID History

Action: POST

Endpoint: /api/CoreCredit/AccountManagement/GetPortfolioIDHistory

Use this API to fetch the historical portfolio IDs linked to an account using the account number. API returns the list of the portfolio ID, its description, and it's the effective date, associated banking partner name etc.

Request fields details

Fields	Description
Source string	Source of API Consumer For external system expected sources will be WEB. Allowable Values: 50
IPAddress string Optional	IP Address of Client / Application Hosting Server Example: 10.206.0.204 Allowable Values: 15
DateFormat string Optional	Place Holder for Future Use. Values are: 1 : MM/dd/yyyy HH:MM:SS (Default) 2 : MM/dd/yy HH:MM:SS 3 : dd/MM/yyyy HH:MM:SS Allowable Values: 25
CurrencyCode string Optional	Place Holder for Future Use. Currency Code Ex. 840 = US Doller. Allowable Values: 10
CurrencySymbolType string Optional	Place Holder for Future Use. CurrencySymbolType: 1: Currency Sign like $ 2: 3 ALPHA Currency Code like USD Allowable Values: 10
Language string Optional	Place Holder for Future Use. Language == en: means use English ---- es: means Spanish Allowable Values: 10
ExternalIP string	IP Address of end user of API Allowable Values: 50
SessionID string Optional	Session identifier of the API Example: 000028;026;1349906692 Allowable Values: 100
APIVersion string	Version of the API to be invoked. Example: 2.0 API Version Current Version 2.0
CallerID string Optional	Caller ID of source from where API is initiated it is End User Caller ID Example: 7204454214 (phone number applicable in Case of IVR) Allowable Values: 20
CalledID string Optional	Called ID of destination for which API is initiated It is Destination Called ID Example: 7314145404 (phone number applicable in Case of IVR) Allowable Values: 20
RequestTime datetime Optional	Request Date Time of API Format: MM/dd/yyyy HH:mm:ss Example:01/15/2020 10:05:23
AccountNumber string Mandatory	Account number of cardholder. Valid Values:0-9 Format:XXXXXXXXXX Example:7314145404 Condition: At least one account identifier is required. Allowable Values: 19
BatchSize integer Optional	Number of Transaction which can be view in one Batch Valid Values: 0-9 Format: XX Example: 20
PageIndex integer Optional	Number of page Valid Values:0-9 Format: XX Example: 12 Condition: Default value would be 0
Source string Mandatory	Source of API Consumer For external system expected sources will be WEB. Allowable Values: 50
IPAddress string Optional	IP Address of Client / Application Hosting Server Example: 10.206.0.204 Allowable Values: 15
DateFormat string Optional	Place Holder for Future Use. Values are: 1 : MM/dd/yyyy HH:MM:SS (Default) 2 : MM/dd/yy HH:MM:SS 3 : dd/MM/yyyy HH:MM:SS Allowable Values: 25
CurrencyCode string Optional	Currency Code Place Holder for Future Use. Valid Values: Refer Appendix Section - Currency Code Example:840 = US Dollar Condition:If no value is passed, default value = 840 Allowable Values: 10
CurrencySymbolType string Optional	Place Holder for Future Use. CurrencySymbolType: 1: Currency Sign like $ 2: 3 ALPHA Currency Code like USD Allowable Values: 10
Language string Optional	Place Holder for Future Use. Language: en: means use English Default: en - English Allowable Values: 10
ExternalIP string Mandatory	IP Address of end user of API Allowable Values: 50
SessionID string Optional	Session identifier of the API Example: 000028;026;1349906692 Allowable Values: 100
APIVersion string Mandatory	Version of the API to be invoked. Example: 2.0 API Version Current Version 2.0 Allowable Values: 10
CallerID string Optional	Caller ID of source from where API is initiated it is End User Caller ID Example: 7204454214 (phone number applicable in Case of IVR) Allowable Values: 20
CalledID string Optional	Called ID of destination for which API is initiated It is Destination Called ID Example: 7314145404 (phone number applicable in Case of IVR) Allowable Values: 20
RequestTime datetime Optional	Request Date Time of API Format: MM/dd/yyyy HH:mm:ss Example:01/15/2020 10:05:23
AccountNumber string Mandatory	Account number of cardholder. Valid Values:0-9 Format:XXXXXXXXXX Example:7314145404 Condition: At least one account identifier is required. Allowable Values: 19
BatchSize integer Optional	Number of Transaction which can be view in one Batch Valid Values: 0-9 Format: XX Example: 20
PageIndex integer Optional	Number of page Valid Values:0-9 Format: XX Example: 12 Condition: Default value would be 0

Fields

Description

Source

string

Source of API Consumer For external system expected sources will be WEB.

Allowable Values:

IPAddress

string

Optional

IP Address of Client / Application Hosting Server Example: 10.206.0.204

Allowable Values:

DateFormat

string

Optional

Place Holder for Future Use. Values are: 1 : MM/dd/yyyy HH:MM:SS (Default) 2 : MM/dd/yy HH:MM:SS 3 : dd/MM/yyyy HH:MM:SS

Allowable Values:

CurrencyCode

string

Optional

Place Holder for Future Use. Currency Code Ex. 840 = US Doller.

Allowable Values:

CurrencySymbolType

string

Optional

Place Holder for Future Use. CurrencySymbolType: 1: Currency Sign like $ 2: 3 ALPHA Currency Code like USD

Allowable Values:

Language

string

Optional

Place Holder for Future Use. Language == en: means use English ---- es: means Spanish

Allowable Values:

ExternalIP

string

IP Address of end user of API

Allowable Values:

SessionID

string

Optional

Session identifier of the API Example: 000028;026;1349906692

Allowable Values:

100

APIVersion

string

Version of the API to be invoked. Example: 2.0 API Version Current Version 2.0

CallerID

string

Optional

Caller ID of source from where API is initiated it is End User Caller ID Example: 7204454214 (phone number applicable in Case of IVR)

Allowable Values:

CalledID

string

Optional

Called ID of destination for which API is initiated It is Destination Called ID Example: 7314145404 (phone number applicable in Case of IVR)

Allowable Values:

RequestTime

datetime

Optional

Request Date Time of API Format: MM/dd/yyyy HH:mm:ss Example:01/15/2020 10:05:23

AccountNumber

string

Mandatory

Account number of cardholder. Valid Values:0-9 Format:XXXXXXXXXX Example:7314145404 Condition: At least one account identifier is required.

Allowable Values:

BatchSize

integer

Optional

Number of Transaction which can be view in one Batch Valid Values: 0-9 Format: XX Example: 20

PageIndex

integer

Optional

Number of page Valid Values:0-9 Format: XX Example: 12 Condition: Default value would be 0

Source

string

Mandatory

Source of API Consumer For external system expected sources will be WEB.

Allowable Values:

IPAddress

string

Optional

IP Address of Client / Application Hosting Server Example: 10.206.0.204

Allowable Values:

DateFormat

string

Optional

Place Holder for Future Use. Values are: 1 : MM/dd/yyyy HH:MM:SS (Default) 2 : MM/dd/yy HH:MM:SS 3 : dd/MM/yyyy HH:MM:SS

Allowable Values:

CurrencyCode

string

Optional

Currency Code Place Holder for Future Use. Valid Values: Refer Appendix Section - Currency Code Example:840 = US Dollar Condition:If no value is passed, default value = 840

Allowable Values:

CurrencySymbolType

string

Optional

Place Holder for Future Use. CurrencySymbolType: 1: Currency Sign like $ 2: 3 ALPHA Currency Code like USD

Allowable Values:

Language

string

Optional

Place Holder for Future Use. Language: en: means use English Default: en - English

Allowable Values:

ExternalIP

string

Mandatory

IP Address of end user of API

Allowable Values:

SessionID

string

Optional

Session identifier of the API Example: 000028;026;1349906692

Allowable Values:

100

APIVersion

string

Mandatory

Version of the API to be invoked. Example: 2.0 API Version Current Version 2.0

Allowable Values:

CallerID

string

Optional

Caller ID of source from where API is initiated it is End User Caller ID Example: 7204454214 (phone number applicable in Case of IVR)

Allowable Values:

CalledID

string

Optional

Called ID of destination for which API is initiated It is Destination Called ID Example: 7314145404 (phone number applicable in Case of IVR)

Allowable Values:

RequestTime

datetime

Optional

Request Date Time of API Format: MM/dd/yyyy HH:mm:ss Example:01/15/2020 10:05:23

AccountNumber

string

Mandatory

Account number of cardholder. Valid Values:0-9 Format:XXXXXXXXXX Example:7314145404 Condition: At least one account identifier is required.

Allowable Values:

BatchSize

integer

Optional

Number of Transaction which can be view in one Batch Valid Values: 0-9 Format: XX Example: 20

PageIndex

integer

Optional

Number of page Valid Values:0-9 Format: XX Example: 12 Condition: Default value would be 0

Sample request body

{
  "Source": "Web",
  "IPAddress": "10.120.0.1",
  "DateFormat": null,
  "CurrencyCode": null,
  "CurrencySymbolType": null,
  "Language": null,
  "ExternalIP": "10.120.0.0",
  "SessionID": null,
  "APIVersion": "2.0",
  "CallerID": null,
  "CalledID": null,
  "RequestTime": null,
  "AccountNumber": "8000000000000326",
  "BatchSize": 50,
  "PageIndex": 0
}

Response fields details

Fields	Description
PortfolioIDTotalCount integer	Description: It displays total portfolio IDs fetched for the account Valid Values: 0-9 Format: XX Example: 2
GetPortfolioHistoryList array	Description: It displays total portfolio IDs fetched for the account Valid Values:0-9 Format:XX Example:2
PortfolioIDTotalCount integer	Description: It displays total portfolio IDs fetched for the account Valid Values: 0-9 Format: XX Example: 2
GetPortfolioHistoryList array	Description: It displays total portfolio IDs fetched for the account Valid Values:0-9 Format:XX Example:2

Sample response body

{
  "Message": "Success",
  "Status": true,
  "ErrorCode": "ERR0000",
  "ResponseData": {
    "PortfolioIDTotalCount": null,
    "GetPortfolioHistoryList": [
      {
        "MerchantName": "HighLineMerchant",
        "ProductName": "ABC Patient Solutions Installment",
        "InstitutionID": 3235,
        "AccountNumber": "8000000000000326",
        "FirstName": "JOY",
        "LastName": "KEYTON",
        "PortfolioID": "MSB_ECP",
        "PIDEffectiveDateTime": "05/03/2019 06:45:01",
        "PortfolioDescription": "Midland Bank",
        "LocationID": "00000013",
        "ReceivableOwner": "Midland",
        "AccountOwner": "Midland"
      }
    ]
  }
}