API: Create a Secondary Customer Profile

To create a secondary customer profile using the API, gather details about that business, create the regulatory bundle components, and assign them to an empty regulatory bundle.

Prerequisites

Twilio Primary Customer Profile

A Primary Customer Profile in the twilio-approved state created in the same account.

Business registration data

Gather the following data for your business.

Property	Necessity	Accepted values
Business Identity	Required	`direct_customer`, `isv_reseller_or_partner`, `unknown`
Business Type	Required	`Sole Proprietorship`, `Partnership`, `Limited Liability Corporation`, `Co-operative`, `Non-profit Corporation`, `Corporation`
Business Industry	Required	`AGRICULTURE`, `AUTOMOTIVE`, `BANKING`, `CONSUMER`, `EDUCATION`, `ELECTRONICS`, `ENERGY`, `ENGINEERING`, `FAST_MOVING_CONSUMER_GOODS`, `FINANCIAL`, `FINTECH`, `FOOD_AND_BEVERAGE`, `GOVERNMENT`, `HEALTHCARE`, `HOSPITALITY`, `INSURANCE`, `JEWELRY`, `LEGAL`, `MANUFACTURING`, `MEDIA`, `NOT_FOR_PROFIT`, `OIL_AND_GAS`, `ONLINE`, `RAW_MATERIALS`, `REAL_ESTATE`, `RELIGION`, `RETAIL`, `TECHNOLOGY`, `TELECOMMUNICATIONS`, `TRANSPORTATION`, `TRAVEL`
Business Registration ID Type	Required	`EIN` (US), `CBN` (CA), `CN` (UK), `ACN` (AU), `CIN` (IN), `VAT` (EU), `VATRN` (RO), `RN` (IS), `Other`
Name of Other Registration Type	If `Other`
Business Registration Number	Required	Varies by country
Business Regions of Operations	Required	`AFRICA`, `ASIA`, `EUROPE`, `LATIN_AMERICA`, `USA_AND_CANADA`, `AUSTRALIA`
Website URL	Required	HTTP URL as set in RFC 1738 3.3
Social Media Profile URL	Optional	HTTP URL as set in RFC 1738 3.3

Representative data

For each representative of the entity set in the CustomerProfile, collect the following data.

Attribute	Accepted values	Example
Last Name	Any string	`Smith`
First Name	Any string	`Alex`
Email	Email address	`alex.smith@example.com`
Business Title	Any string	`Head of Product Management`
Job Position	`Director`, `GM`, `VP`, `CEO`, `CFO`, `General Counsel`, `Other`	`VP`
Phone Number	Sequence of integers	`8005550100`
Country Code	Telephone country code	`+1`

Create a compliant Secondary Customer Profile

Fetch your Policy SID

Fetch the Policy SID for your Primary Customer Profile.
Fetch one CustomerProfile resource
1
// Download the helper library from https://www.twilio.com/docs/node/install
2
const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3

4
// Find your Account SID and Auth Token at twilio.com/console
5
// and set the environment variables. See http://twil.io/secure
6
const accountSid = process.env.TWILIO_ACCOUNT_SID;
7
const authToken = process.env.TWILIO_AUTH_TOKEN;
8
const client = twilio(accountSid, authToken);
9

10
async function fetchCustomerProfile() {
11
const customerProfile = await client.trusthub.v1
12
.customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13
.fetch();
14

15
console.log(customerProfile.sid);
16
}
17

18
fetchCustomerProfile();
1
{
2
"sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3
"account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4
"policy_sid": "RNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5
"friendly_name": "friendly_name",
6
"status": "draft",
7
...
8
}
Copy the policy_sid from the response. To create a regulatory bundle, you need this Policy SID.

Create an empty regulatory bundle

A regulatory bundle needs data about the company or individual requesting regulatory approval for a specific phone number.

Create an empty regulatory bundle. To create this bundle, provide the following parameters:

Email
FriendlyName
PolicySid
StatusCallback

To find acceptable values for these parameters, see Request body parameters for the Profiles resource.

Create an empty Secondary Customer Profile Bundle

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfile() {
11  const customerProfile = await client.trusthub.v1.customerProfiles.create({
12    email: "email",
13    friendlyName: "friendly_name",
14    policySid: "RNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15    statusCallback: "http://www.example.com",
16  });
17
18  console.log(customerProfile.accountSid);
19}
20
21createCustomerProfile();

Response

1{
2  "sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "policy_sid": "RNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "friendly_name": "friendly_name",
6  "status": "draft",
7  "email": "email",
8  "status_callback": "http://www.example.com",
9  "valid_until": null,
10  "date_created": "2019-07-30T22:29:24Z",
11  "date_updated": "2019-07-31T01:09:00Z",
12  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
13  "links": {
14    "customer_profiles_entity_assignments": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments",
15    "customer_profiles_evaluations": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/Evaluations",
16    "customer_profiles_channel_endpoint_assignment": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/ChannelEndpointAssignments"
17  },
18  "errors": null
19}

Create components for regulatory bundle

Each regulatory bundle needs four components:

Identity of the business
Identity of representatives of the business
Physical location of the business
Documentation that verifies the business identity and address

To add these components into Trust Hub, call three API resources: EndUser three times, Accounts, and SupportingDocuments.

Provide your business identity data.

(error)
Danger
Updates are coming to Twilio's Starter Brand registration based on changes from The Campaign Registry (TCR) and mobile carriers. We will provide updates on how this change may impact US A2P 10DLC registration as soon as they are available. Brands with EINs will no longer be able to use Twilio's Starter Brand registration going forward.
In the meantime, if you are registering on behalf of an organization with an EIN/Tax ID, please complete a Standard registration.
Create EndUser of type: customer_profile_business_information
1
// Download the helper library from https://www.twilio.com/docs/node/install
2
const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3

4
// Find your Account SID and Auth Token at twilio.com/console
5
// and set the environment variables. See http://twil.io/secure
6
const accountSid = process.env.TWILIO_ACCOUNT_SID;
7
const authToken = process.env.TWILIO_AUTH_TOKEN;
8
const client = twilio(accountSid, authToken);
9

10
async function createEndUser() {
11
const endUser = await client.trusthub.v1.endUsers.create({
12
attributes: {
13
business_name: "acme business",
14
social_media_profile_urls: "",
15
website_url: "example.com",
16
business_regions_of_operation: "USA_AND_CANADA",
17
business_type: "Partnership",
18
business_registration_identifier: "DUNS",
19
business_identity: "direct_customer",
20
business_industry: "EDUCATION",
21
business_registration_number: "123456789",
22
},
23
friendlyName: "friendly name",
24
type: "customer_profile_business_information",
25
});
26

27
console.log(endUser.sid);
28
}
29

30
createEndUser();
Response
1
{
2
"date_updated": "2021-02-16T20:40:57Z",
3
"sid": "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4
"friendly_name": "friendly name",
5
"account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6
"url": "https://trusthub.twilio.com/v1/EndUsers/ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
7
"date_created": "2021-02-16T20:40:57Z",
8
"attributes": {
9
"phone_number": "+11234567890",
10
"job_position": "CEO",
11
"first_name": "rep1",
12
"last_name": "test",
13
"business_title": "ceo",
14
"email": "foobar@test.com"
15
},
16
"type": "customer_profile_business_information"
17
}

Provide data about your first authorized representative.

Create EndUser of type: authorized_representative_1

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createEndUser() {
11  const endUser = await client.trusthub.v1.endUsers.create({
12    attributes: {
13      job_position: "CEO",
14      last_name: "acme",
15      phone_number: "+11234567890",
16      first_name: "rep1",
17      email: "rep1@acme.com",
18      business_title: "ceo",
19    },
20    friendlyName: "auth_rep_1",
21    type: "authorized_representative_1",
22  });
23
24  console.log(endUser.sid);
25}
26
27createEndUser();

Response

1{
2  "date_updated": "2021-02-16T20:40:57Z",
3  "sid": "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "friendly_name": "auth_rep_1",
5  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "url": "https://trusthub.twilio.com/v1/EndUsers/ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
7  "date_created": "2021-02-16T20:40:57Z",
8  "attributes": {
9    "phone_number": "+11234567890",
10    "job_position": "CEO",
11    "first_name": "rep1",
12    "last_name": "test",
13    "business_title": "ceo",
14    "email": "foobar@test.com"
15  },
16  "type": "authorized_representative_1"
17}

Provide data about your second authorized representative.

Create EndUser of type: authorized_representative_2

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createEndUser() {
11  const endUser = await client.trusthub.v1.endUsers.create({
12    attributes: {
13      job_position: "CFO",
14      last_name: "acme",
15      phone_number: "+14345678900",
16      first_name: "rep2",
17      email: "rep2@acme.com",
18      business_title: "cfo",
19    },
20    friendlyName: "auth_rep_2",
21    type: "authorized_representative_2",
22  });
23
24  console.log(endUser.sid);
25}
26
27createEndUser();

Response

1{
2  "date_updated": "2021-02-16T20:40:57Z",
3  "sid": "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "friendly_name": "auth_rep_2",
5  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "url": "https://trusthub.twilio.com/v1/EndUsers/ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
7  "date_created": "2021-02-16T20:40:57Z",
8  "attributes": {
9    "phone_number": "+11234567890",
10    "job_position": "CEO",
11    "first_name": "rep1",
12    "last_name": "test",
13    "business_title": "ceo",
14    "email": "foobar@test.com"
15  },
16  "type": "authorized_representative_2"
17}

Provide the physical location for your business.

If you already have an address SID, skip this step.

(warning)

Warning

Twilio can't accept PO Boxes as your address.

Create an address

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createAddress() {
11  const address = await client.addresses.create({
12    city: "Any City",
13    customerName: "name",
14    isoCountry: "US",
15    postalCode: "12345",
16    region: "Any Region",
17    street: "555 AnyStreet",
18    streetSecondary: "Apt B",
19  });
20
21  console.log(address.sid);
22}
23
24createAddress();

Response

1{
2  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "city": "Any City",
4  "customer_name": "name",
5  "date_created": "Tue, 18 Aug 2015 17:07:30 +0000",
6  "date_updated": "Tue, 18 Aug 2015 17:07:30 +0000",
7  "emergency_enabled": false,
8  "friendly_name": "Main Office",
9  "iso_country": "US",
10  "postal_code": "12345",
11  "region": "Any Region",
12  "sid": "ADaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
13  "street": "555 AnyStreet",
14  "street_secondary": "Apt B",
15  "validated": false,
16  "verified": false,
17  "uri": "/2010-04-01/Accounts/ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/Addresses/ADaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa.json"
18}

Provide the supporting documentation about your business.

Create Supporting Document

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createSupportingDocument() {
11  const supportingDocument =
12    await client.trusthub.v1.supportingDocuments.create({
13      attributes: {
14        address_sids: "ADaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15      },
16      friendlyName: "address",
17      type: "customer_profile_address",
18    });
19
20  console.log(supportingDocument.sid);
21}
22
23createSupportingDocument();

Response

1{
2  "status": "DRAFT",
3  "date_updated": "2021-02-11T17:23:00Z",
4  "friendly_name": "address",
5  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "url": "https://trusthub.twilio.com/v1/SupportingDocuments/RDaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
7  "date_created": "2021-02-11T17:23:00Z",
8  "sid": "RDaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
9  "attributes": {
10    "address_sids": "ADaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
11  },
12  "type": "customer_profile_address",
13  "mime_type": null
14}

Assign components to your regulatory bundle

Associate data with the empty bundle. Each component (supporting document/address, customer profile information, authorized representative 1, authorized representative 2) has its own object_sid to assign to the bundle.

Assign Customer Profile Business Information

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileEntityAssignment() {
11  const customerProfilesEntityAssignment = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesEntityAssignments.create({
14      objectSid: "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15    });
16
17  console.log(customerProfilesEntityAssignment.sid);
18}
19
20createCustomerProfileEntityAssignment();

Response

1{
2  "sid": "BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "object_sid": "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "date_created": "2019-07-31T02:34:41Z",
7  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments/BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
8}

Assign Authorized Representative 1

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileEntityAssignment() {
11  const customerProfilesEntityAssignment = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesEntityAssignments.create({
14      objectSid: "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15    });
16
17  console.log(customerProfilesEntityAssignment.sid);
18}
19
20createCustomerProfileEntityAssignment();

Response

1{
2  "sid": "BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "object_sid": "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "date_created": "2019-07-31T02:34:41Z",
7  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments/BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
8}

Assign Authorized Representative 2

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileEntityAssignment() {
11  const customerProfilesEntityAssignment = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesEntityAssignments.create({
14      objectSid: "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15    });
16
17  console.log(customerProfilesEntityAssignment.sid);
18}
19
20createCustomerProfileEntityAssignment();

Response

1{
2  "sid": "BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "object_sid": "ITaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "date_created": "2019-07-31T02:34:41Z",
7  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments/BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
8}

Assign the Customer Profile as an entity to another Customer Profile. Fetch the Primary Customer Profile SID from the primary account.

Add this SID as the value of the ObjectSid parameter.

ObjectSid accepts a Customer Profile Sid from the same account or from the primary account.

Assign a Primary Customer Profile

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileEntityAssignment() {
11  const customerProfilesEntityAssignment = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesEntityAssignments.create({
14      objectSid: "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15    });
16
17  console.log(customerProfilesEntityAssignment.sid);
18}
19
20createCustomerProfileEntityAssignment();

Response

1{
2  "sid": "BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "object_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "date_created": "2019-07-31T02:34:41Z",
7  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments/BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
8}

Assign supporting documentation to the Secondary CustomerProfile instance.

Assign a Supporting Document

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileEntityAssignment() {
11  const customerProfilesEntityAssignment = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesEntityAssignments.create({
14      objectSid: "RDXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
15    });
16
17  console.log(customerProfilesEntityAssignment.sid);
18}
19
20createCustomerProfileEntityAssignment();

Response

1{
2  "sid": "BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "object_sid": "RDXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
6  "date_created": "2019-07-31T02:34:41Z",
7  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments/BVaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
8}

Assign phone numbers to your Secondary Customer Profile. To find your phone number SID, go to Phone Numbers in the Console.

Assign Phone Numbers

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileChannelEndpointAssignment() {
11  const customerProfilesChannelEndpointAssignment = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesChannelEndpointAssignment.create({
14      channelEndpointSid: "PNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15      channelEndpointType: "phone-number",
16    });
17
18  console.log(customerProfilesChannelEndpointAssignment.sid);
19}
20
21createCustomerProfileChannelEndpointAssignment();

Response

1{
2  "sid": "RAaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "channel_endpoint_sid": "PNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "channel_endpoint_type": "phone-number",
7  "date_created": "2019-07-31T02:34:41Z",
8  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/ChannelEndpointAssignments/RAaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
9}

Validate your Secondary CustomerProfile

Evaluate the Secondary CustomerProfile instance.

Run an evaluation

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function createCustomerProfileEvaluation() {
11  const customerProfilesEvaluation = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .customerProfilesEvaluations.create({
14      policySid: "RNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
15    });
16
17  console.log(customerProfilesEvaluation.sid);
18}
19
20createCustomerProfileEvaluation();

Response

1{
2  "sid": "ELaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "policy_sid": "RNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "customer_profile_sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
6  "status": "noncompliant",
7  "date_created": "2020-04-28T18:14:01Z",
8  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/Evaluations/ELaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
9  "results": [
10    {
11      "friendly_name": "Business",
12      "object_type": "business",
13      "passed": false,
14      "failure_reason": "A Business End-User is missing. Please add one to the regulatory bundle.",
15      "error_code": 22214,
16      "valid": [],
17      "invalid": [
18        {
19          "friendly_name": "Business Name",
20          "object_field": "business_name",
21          "failure_reason": "The Business Name is missing. Please enter in a Business Name on the Business information.",
22          "error_code": 22215
23        },
24        {
25          "friendly_name": "Business Registration Number",
26          "object_field": "business_registration_number",
27          "failure_reason": "The Business Registration Number is missing. Please enter in a Business Registration Number on the Business information.",
28          "error_code": 22215
29        },
30        {
31          "friendly_name": "First Name",
32          "object_field": "first_name",
33          "failure_reason": "The First Name is missing. Please enter in a First Name on the Business information.",
34          "error_code": 22215
35        },
36        {
37          "friendly_name": "Last Name",
38          "object_field": "last_name",
39          "failure_reason": "The Last Name is missing. Please enter in a Last Name on the Business information.",
40          "error_code": 22215
41        }
42      ],
43      "requirement_friendly_name": "Business",
44      "requirement_name": "business_info"
45    },
46    {
47      "friendly_name": "Excerpt from the commercial register (Extrait K-bis) showing name of Authorized Representative",
48      "object_type": "commercial_registrar_excerpt",
49      "passed": false,
50      "failure_reason": "An Excerpt from the commercial register (Extrait K-bis) showing name of Authorized Representative is missing. Please add one to the regulatory bundle.",
51      "error_code": 22216,
52      "valid": [],
53      "invalid": [
54        {
55          "friendly_name": "Business Name",
56          "object_field": "business_name",
57          "failure_reason": "The Business Name is missing. Or, it does not match the Business Name you entered within Business information. Please enter in the Business Name shown on the Excerpt from the commercial register (Extrait K-bis) showing name of Authorized Representative or make sure both Business Name fields use the same exact inputs.",
58          "error_code": 22217
59        }
60      ],
61      "requirement_friendly_name": "Business Name",
62      "requirement_name": "business_name_info"
63    },
64    {
65      "friendly_name": "Excerpt from the commercial register showing French address",
66      "object_type": "commercial_registrar_excerpt",
67      "passed": false,
68      "failure_reason": "An Excerpt from the commercial register showing French address is missing. Please add one to the regulatory bundle.",
69      "error_code": 22216,
70      "valid": [],
71      "invalid": [
72        {
73          "friendly_name": "Address sid(s)",
74          "object_field": "address_sids",
75          "failure_reason": "The Address is missing. Please enter in the address shown on the Excerpt from the commercial register showing French address.",
76          "error_code": 22219
77        }
78      ],
79      "requirement_friendly_name": "Business Address (Proof of Address)",
80      "requirement_name": "business_address_proof_info"
81    },
82    {
83      "friendly_name": "Excerpt from the commercial register (Extrait K-bis)",
84      "object_type": "commercial_registrar_excerpt",
85      "passed": false,
86      "failure_reason": "An Excerpt from the commercial register (Extrait K-bis) is missing. Please add one to the regulatory bundle.",
87      "error_code": 22216,
88      "valid": [],
89      "invalid": [
90        {
91          "friendly_name": "Document Number",
92          "object_field": "document_number",
93          "failure_reason": "The Document Number is missing. Please enter in the Document Number shown on the Excerpt from the commercial register (Extrait K-bis).",
94          "error_code": 22217
95        }
96      ],
97      "requirement_friendly_name": "Business Registration Number",
98      "requirement_name": "business_reg_no_info"
99    },
100    {
101      "friendly_name": "Government-issued ID",
102      "object_type": "government_issued_document",
103      "passed": false,
104      "failure_reason": "A Government-issued ID is missing. Please add one to the regulatory bundle.",
105      "error_code": 22216,
106      "valid": [],
107      "invalid": [
108        {
109          "friendly_name": "First Name",
110          "object_field": "first_name",
111          "failure_reason": "The First Name is missing. Or, it does not match the First Name you entered within Business information. Please enter in the First Name shown on the Government-issued ID or make sure both First Name fields use the same exact inputs.",
112          "error_code": 22217
113        },
114        {
115          "friendly_name": "Last Name",
116          "object_field": "last_name",
117          "failure_reason": "The Last Name is missing. Or, it does not match the Last Name you entered within Business information. Please enter in the Last Name shown on the Government-issued ID or make sure both Last Name fields use the same exact inputs.",
118          "error_code": 22217
119        }
120      ],
121      "requirement_friendly_name": "Name of Authorized Representative",
122      "requirement_name": "name_of_auth_rep_info"
123    },
124    {
125      "friendly_name": "Executed Copy of Power of Attorney",
126      "object_type": "power_of_attorney",
127      "passed": false,
128      "failure_reason": "An Executed Copy of Power of Attorney is missing. Please add one to the regulatory bundle.",
129      "error_code": 22216,
130      "valid": [],
131      "invalid": [],
132      "requirement_friendly_name": "Power of Attorney",
133      "requirement_name": "power_of_attorney_info"
134    },
135    {
136      "friendly_name": "Government-issued ID",
137      "object_type": "government_issued_document",
138      "passed": false,
139      "failure_reason": "A Government-issued ID is missing. Please add one to the regulatory bundle.",
140      "error_code": 22216,
141      "valid": [],
142      "invalid": [
143        {
144          "friendly_name": "First Name",
145          "object_field": "first_name",
146          "failure_reason": "The First Name is missing on the Governnment-Issued ID.",
147          "error_code": 22217
148        },
149        {
150          "friendly_name": "Last Name",
151          "object_field": "last_name",
152          "failure_reason": "The Last Name is missing on the Government-issued ID",
153          "error_code": 22217
154        }
155      ],
156      "requirement_friendly_name": "Name of Person granted the Power of Attorney",
157      "requirement_name": "name_in_power_of_attorney_info"
158    }
159  ]
160}

Submit your Secondary CustomerProfile

Submit the Secondary CustomerProfile instance for review.

Submit for review

1// Download the helper library from https://www.twilio.com/docs/node/install
2const twilio = require("twilio"); // Or, for ESM: import twilio from "twilio";
3
4// Find your Account SID and Auth Token at twilio.com/console
5// and set the environment variables. See http://twil.io/secure
6const accountSid = process.env.TWILIO_ACCOUNT_SID;
7const authToken = process.env.TWILIO_AUTH_TOKEN;
8const client = twilio(accountSid, authToken);
9
10async function updateCustomerProfile() {
11  const customerProfile = await client.trusthub.v1
12    .customerProfiles("BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa")
13    .update({ status: "pending-review" });
14
15  console.log(customerProfile.sid);
16}
17
18updateCustomerProfile();

Response

1{
2  "sid": "BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
3  "account_sid": "ACaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
4  "policy_sid": "RNaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
5  "friendly_name": "friendly_name",
6  "status": "pending-review",
7  "email": "email",
8  "status_callback": "http://www.example.com",
9  "valid_until": null,
10  "date_created": "2019-07-30T22:29:24Z",
11  "date_updated": "2019-07-31T01:09:00Z",
12  "url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
13  "links": {
14    "customer_profiles_entity_assignments": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/EntityAssignments",
15    "customer_profiles_evaluations": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/Evaluations",
16    "customer_profiles_channel_endpoint_assignment": "https://trusthub.twilio.com/v1/CustomerProfiles/BUaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa/ChannelEndpointAssignments"
17  },
18  "errors": null
19}

After submission, Twilio performs an evaluation of your request.

If it complies, your Secondary Customer Profile state changes to under in-review status.
If it doesn't comply, Twilio rejects it and changes its status to twilio-rejected.

API: Create a Secondary Customer Profile

Prerequisites

Twilio Primary Customer Profile

Business registration data

Representative data

Create a compliant Secondary Customer Profile

Fetch your Policy SID

Create an empty regulatory bundle

Response

Create components for regulatory bundle

Danger

Response

Response

Response

Warning

Response

Response

Assign components to your regulatory bundle

Response

Response

Response

Response

Response

Response

Validate your Secondary CustomerProfile

Response

Submit your Secondary CustomerProfile

Response