API – Customer Transaction Warnings

General

When creating new customers, along with a few other entities, you may get a transactional warning response. A transactional warning is a warning of the possibility that duplicate or inaccurate data is being entered into the system. In the case of a customer, transactional warnings will be received if any of the following data matches that of other customers already in your system or fails to pass an accuracy check:

• Social Security/Social Insurance Number
• Email Address
• Phone Number
• Primary Address
• Mailing Address

Dealing With Warnings

There are two ways to deal with transactional warnings.

Correct Data

Using this option, you would choose to either change the data you are submitting or choose to use the data that is already in the system. The response that includes the transactional warnings will include information about the customers that you may be trying to duplicate. You can use this data do decide whether the customer you are trying to enter is a duplicate and you can use the customer ID from the response to do updates to the existing customer. We recommend this course of action because it will help you keep your customers updated and it will help you avoid entering duplicate information into the system.

Ignore Warnings

You can choose to ignore the warnings by adding “__ignoreWarnings”: true to your payload. For more information on bypassing warnings, see API – Bypassing Transactional Warnings. This will add the information despite the warnings. This is not the recommended behavior because it could result in adding invalid or duplicate data.

Response

The transactional warnings response looks similar to this:

{
  "data": {
    "error": {
      "message": "Transaction warnings found.",
      "type": "TransactionWarningException",
      "code": 500
    },
    "warnings": [
      "(Phones) Phone ‘4555555555’ already found in the system (Customer ID 396: Johnny Test Doe)."
    ]
  },
  "status": 500,
  "config": {
    "method": "POST",
    "transformRequest": [
      null
    ],
    "transformResponse": [
      null
    ],
    "jsonpCallbackParam": "callback",
    "url": "https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers",
    "headers": {
      "Autopal-Instance-Id": 5200243,
      "Authorization": "Bearer cc0199330033f963007b07e75f1b7fb6b7025887",
      "Content-Type": "application/json",
      "Accept": "application/json, text/plain, */*"
    },
    "data": {
      "status": "Active",
      "customerType": "customer.type.individual",
      "customerIdType": "customer.idType.ssn",
      "gender": "customer.gender.male",
      "generationCode": "customer.generationCode.none",
      "Phones": {
        "results": [
          {
            "phone": "4555555555",
            "isPrimary": "1",
            "isSecondary": "0",
            "delete": false,
            "_index": 0,
            "type": "customer.phoneType.cell",
            "__isDirty": false,
            "carrierVerified": 1,
            "__lookupInProgress": false,
            "carrierName": "Sprint",
            "isLandLine": 0
          }
        ]
      },
      "PrimaryAddress": {
        "country": "company.country.usa",
        "address1": "19011 test",
        "zipcode": "92102",
        "city": "San Diego",
        "state": "geo.state.CA",
        "verify": null
      },
      "MailAddress": {
        "country": "company.country.usa",
        "city": "San Diego",
        "state": "geo.state.NY",
        "address1": "170011 N 250 W",
        "zipcode": "92105"
      },
      "CustomFieldValues": {},
      "birthDate": "1984-03-02",
      "firstName": "Johnny",
      "middleName": "Test",
      "lastName": "Doe",
      "ssn": "35555555",
      "email": "test12347@gmail.com"
    }
  },
  "statusText": "Internal Server Error"
}

The relevant parts of the response are the “error” and the “warnings” sections. These will tell you that you are receiving transactional warnings and what those warnings are.