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CustomerProfileEvaluation Resource



CustomerProfileEvaluation Properties

customerprofileevaluation-properties page anchor
Resource properties
sidtype: SID<EL>Not PII

The unique string that identifies the Evaluation resource.


policy_sidtype: SID<RN>Not PII

The unique string of a policy that is associated to the customer_profile resource.


customer_profile_sidtype: SID<BU>Not PII

The unique string that we created to identify the customer_profile resource.


statustype: enum<STRING>Not PII

The compliance status of the Evaluation resource.

Possible values:
compliantnoncompliant

resultstype: arrayNot PII

The results of the Evaluation which includes the valid and invalid attributes.


date_createdtype: string<DATE TIME>Not PII

urltype: string<URI>Not PII

POST https://trusthub.twilio.com/v1/CustomerProfiles/{CustomerProfileSid}/Evaluations

Parameters

create-parameters page anchor
URI parameters
CustomerProfileSidtype: SID<BU>Not PII
Path Parameter

The unique string that we created to identify the CustomerProfile resource.


Request body parameters
PolicySidtype: SID<RN>Not PII
Required

The unique string of a policy that is associated to the customer_profile resource.

Create a CustomerProfileEvaluation

create-a-customerprofileevaluation page anchor
Node.js
Python
C#
Java
Go
PHP
Ruby
twilio-cli
curl

_11
// Download the helper library from https://www.twilio.com/docs/node/install
_11
// Find your Account SID and Auth Token at twilio.com/console
_11
// and set the environment variables. See http://twil.io/secure
_11
const accountSid = process.env.TWILIO_ACCOUNT_SID;
_11
const authToken = process.env.TWILIO_AUTH_TOKEN;
_11
const client = require('twilio')(accountSid, authToken);
_11
_11
client.trusthub.v1.customerProfiles('BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX')
_11
.customerProfilesEvaluations
_11
.create({policySid: 'RNXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX'})
_11
.then(customer_profiles_evaluations => console.log(customer_profiles_evaluations.sid));

Output

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{
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"sid": "ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
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"account_sid": "ACXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
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"policy_sid": "RNXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
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"customer_profile_sid": "BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_160
"status": "noncompliant",
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"date_created": "2020-04-28T18:14:01Z",
_160
"url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX/Evaluations/ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_160
"results": [
_160
{
_160
"friendly_name": "Business",
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"object_type": "business",
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"passed": false,
_160
"failure_reason": "A Business End-User is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22214,
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"valid": [],
_160
"invalid": [
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{
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"friendly_name": "Business Name",
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"object_field": "business_name",
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"failure_reason": "The Business Name is missing. Please enter in a Business Name on the Business information.",
_160
"error_code": 22215
_160
},
_160
{
_160
"friendly_name": "Business Registration Number",
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"object_field": "business_registration_number",
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"failure_reason": "The Business Registration Number is missing. Please enter in a Business Registration Number on the Business information.",
_160
"error_code": 22215
_160
},
_160
{
_160
"friendly_name": "First Name",
_160
"object_field": "first_name",
_160
"failure_reason": "The First Name is missing. Please enter in a First Name on the Business information.",
_160
"error_code": 22215
_160
},
_160
{
_160
"friendly_name": "Last Name",
_160
"object_field": "last_name",
_160
"failure_reason": "The Last Name is missing. Please enter in a Last Name on the Business information.",
_160
"error_code": 22215
_160
}
_160
],
_160
"requirement_friendly_name": "Business",
_160
"requirement_name": "business_info"
_160
},
_160
{
_160
"friendly_name": "Excerpt from the commercial register (Extrait K-bis) showing name of Authorized Representative",
_160
"object_type": "commercial_registrar_excerpt",
_160
"passed": false,
_160
"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.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Business Name",
_160
"object_field": "business_name",
_160
"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.",
_160
"error_code": 22217
_160
}
_160
],
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"requirement_friendly_name": "Business Name",
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"requirement_name": "business_name_info"
_160
},
_160
{
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"friendly_name": "Excerpt from the commercial register showing French address",
_160
"object_type": "commercial_registrar_excerpt",
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"passed": false,
_160
"failure_reason": "An Excerpt from the commercial register showing French address is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Address sid(s)",
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"object_field": "address_sids",
_160
"failure_reason": "The Address is missing. Please enter in the address shown on the Excerpt from the commercial register showing French address.",
_160
"error_code": 22219
_160
}
_160
],
_160
"requirement_friendly_name": "Business Address (Proof of Address)",
_160
"requirement_name": "business_address_proof_info"
_160
},
_160
{
_160
"friendly_name": "Excerpt from the commercial register (Extrait K-bis)",
_160
"object_type": "commercial_registrar_excerpt",
_160
"passed": false,
_160
"failure_reason": "An Excerpt from the commercial register (Extrait K-bis) is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Document Number",
_160
"object_field": "document_number",
_160
"failure_reason": "The Document Number is missing. Please enter in the Document Number shown on the Excerpt from the commercial register (Extrait K-bis).",
_160
"error_code": 22217
_160
}
_160
],
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"requirement_friendly_name": "Business Registration Number",
_160
"requirement_name": "business_reg_no_info"
_160
},
_160
{
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"friendly_name": "Government-issued ID",
_160
"object_type": "government_issued_document",
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"passed": false,
_160
"failure_reason": "A Government-issued ID is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "First Name",
_160
"object_field": "first_name",
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"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.",
_160
"error_code": 22217
_160
},
_160
{
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"friendly_name": "Last Name",
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"object_field": "last_name",
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"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.",
_160
"error_code": 22217
_160
}
_160
],
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"requirement_friendly_name": "Name of Authorized Representative",
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"requirement_name": "name_of_auth_rep_info"
_160
},
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{
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"friendly_name": "Executed Copy of Power of Attorney",
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"object_type": "power_of_attorney",
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"passed": false,
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"failure_reason": "An Executed Copy of Power of Attorney is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
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"valid": [],
_160
"invalid": [],
_160
"requirement_friendly_name": "Power of Attorney",
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"requirement_name": "power_of_attorney_info"
_160
},
_160
{
_160
"friendly_name": "Government-issued ID",
_160
"object_type": "government_issued_document",
_160
"passed": false,
_160
"failure_reason": "A Government-issued ID is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "First Name",
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"object_field": "first_name",
_160
"failure_reason": "The First Name is missing on the Governnment-Issued ID.",
_160
"error_code": 22217
_160
},
_160
{
_160
"friendly_name": "Last Name",
_160
"object_field": "last_name",
_160
"failure_reason": "The Last Name is missing on the Government-issued ID",
_160
"error_code": 22217
_160
}
_160
],
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"requirement_friendly_name": "Name of Person granted the Power of Attorney",
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"requirement_name": "name_in_power_of_attorney_info"
_160
}
_160
]
_160
}


Fetch specific Evaluation Instance.

fetch-specific-evaluation-instance page anchor
GET https://trusthub.twilio.com/v1/CustomerProfiles/{CustomerProfileSid}/Evaluations/{Sid}

URI parameters
CustomerProfileSidtype: SID<BU>Not PII
Path Parameter

The unique string that we created to identify the customer_profile resource.


Sidtype: SID<EL>Not PII
Path Parameter

The unique string that identifies the Evaluation resource.

Fetch a CustomerProfileEvaluation

fetch-a-customerprofileevaluation page anchor
Node.js
Python
C#
Java
Go
PHP
Ruby
twilio-cli
curl

_11
// Download the helper library from https://www.twilio.com/docs/node/install
_11
// Find your Account SID and Auth Token at twilio.com/console
_11
// and set the environment variables. See http://twil.io/secure
_11
const accountSid = process.env.TWILIO_ACCOUNT_SID;
_11
const authToken = process.env.TWILIO_AUTH_TOKEN;
_11
const client = require('twilio')(accountSid, authToken);
_11
_11
client.trusthub.v1.customerProfiles('BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX')
_11
.customerProfilesEvaluations('ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX')
_11
.fetch()
_11
.then(customer_profiles_evaluations => console.log(customer_profiles_evaluations.sid));

Output

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{
_160
"sid": "ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_160
"account_sid": "ACXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
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"policy_sid": "RNXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
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"customer_profile_sid": "BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_160
"status": "noncompliant",
_160
"date_created": "2020-04-28T18:14:01Z",
_160
"url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX/Evaluations/ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_160
"results": [
_160
{
_160
"friendly_name": "Business",
_160
"object_type": "business",
_160
"passed": false,
_160
"failure_reason": "A Business End-User is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22214,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Business Name",
_160
"object_field": "business_name",
_160
"failure_reason": "The Business Name is missing. Please enter in a Business Name on the Business information.",
_160
"error_code": 22215
_160
},
_160
{
_160
"friendly_name": "Business Registration Number",
_160
"object_field": "business_registration_number",
_160
"failure_reason": "The Business Registration Number is missing. Please enter in a Business Registration Number on the Business information.",
_160
"error_code": 22215
_160
},
_160
{
_160
"friendly_name": "First Name",
_160
"object_field": "first_name",
_160
"failure_reason": "The First Name is missing. Please enter in a First Name on the Business information.",
_160
"error_code": 22215
_160
},
_160
{
_160
"friendly_name": "Last Name",
_160
"object_field": "last_name",
_160
"failure_reason": "The Last Name is missing. Please enter in a Last Name on the Business information.",
_160
"error_code": 22215
_160
}
_160
],
_160
"requirement_friendly_name": "Business",
_160
"requirement_name": "business_info"
_160
},
_160
{
_160
"friendly_name": "Excerpt from the commercial register (Extrait K-bis) showing name of Authorized Representative",
_160
"object_type": "commercial_registrar_excerpt",
_160
"passed": false,
_160
"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.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Business Name",
_160
"object_field": "business_name",
_160
"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.",
_160
"error_code": 22217
_160
}
_160
],
_160
"requirement_friendly_name": "Business Name",
_160
"requirement_name": "business_name_info"
_160
},
_160
{
_160
"friendly_name": "Excerpt from the commercial register showing French address",
_160
"object_type": "commercial_registrar_excerpt",
_160
"passed": false,
_160
"failure_reason": "An Excerpt from the commercial register showing French address is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Address sid(s)",
_160
"object_field": "address_sids",
_160
"failure_reason": "The Address is missing. Please enter in the address shown on the Excerpt from the commercial register showing French address.",
_160
"error_code": 22219
_160
}
_160
],
_160
"requirement_friendly_name": "Business Address (Proof of Address)",
_160
"requirement_name": "business_address_proof_info"
_160
},
_160
{
_160
"friendly_name": "Excerpt from the commercial register (Extrait K-bis)",
_160
"object_type": "commercial_registrar_excerpt",
_160
"passed": false,
_160
"failure_reason": "An Excerpt from the commercial register (Extrait K-bis) is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "Document Number",
_160
"object_field": "document_number",
_160
"failure_reason": "The Document Number is missing. Please enter in the Document Number shown on the Excerpt from the commercial register (Extrait K-bis).",
_160
"error_code": 22217
_160
}
_160
],
_160
"requirement_friendly_name": "Business Registration Number",
_160
"requirement_name": "business_reg_no_info"
_160
},
_160
{
_160
"friendly_name": "Government-issued ID",
_160
"object_type": "government_issued_document",
_160
"passed": false,
_160
"failure_reason": "A Government-issued ID is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "First Name",
_160
"object_field": "first_name",
_160
"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.",
_160
"error_code": 22217
_160
},
_160
{
_160
"friendly_name": "Last Name",
_160
"object_field": "last_name",
_160
"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.",
_160
"error_code": 22217
_160
}
_160
],
_160
"requirement_friendly_name": "Name of Authorized Representative",
_160
"requirement_name": "name_of_auth_rep_info"
_160
},
_160
{
_160
"friendly_name": "Executed Copy of Power of Attorney",
_160
"object_type": "power_of_attorney",
_160
"passed": false,
_160
"failure_reason": "An Executed Copy of Power of Attorney is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [],
_160
"requirement_friendly_name": "Power of Attorney",
_160
"requirement_name": "power_of_attorney_info"
_160
},
_160
{
_160
"friendly_name": "Government-issued ID",
_160
"object_type": "government_issued_document",
_160
"passed": false,
_160
"failure_reason": "A Government-issued ID is missing. Please add one to the regulatory bundle.",
_160
"error_code": 22216,
_160
"valid": [],
_160
"invalid": [
_160
{
_160
"friendly_name": "First Name",
_160
"object_field": "first_name",
_160
"failure_reason": "The First Name is missing on the Governnment-Issued ID.",
_160
"error_code": 22217
_160
},
_160
{
_160
"friendly_name": "Last Name",
_160
"object_field": "last_name",
_160
"failure_reason": "The Last Name is missing on the Government-issued ID",
_160
"error_code": 22217
_160
}
_160
],
_160
"requirement_friendly_name": "Name of Person granted the Power of Attorney",
_160
"requirement_name": "name_in_power_of_attorney_info"
_160
}
_160
]
_160
}


Retrieve a list of Evaluations associated to the customer_profile resource.

retrieve-a-list-of-evaluations-associated-to-the-customer_profile-resource page anchor
GET https://trusthub.twilio.com/v1/CustomerProfiles/{CustomerProfileSid}/Evaluations

URI parameters
CustomerProfileSidtype: SID<BU>Not PII
Path Parameter

The unique string that we created to identify the CustomerProfile resource.


PageSizetype: integerNot PII
Query Parameter

How many resources to return in each list page. The default is 50, and the maximum is 1000.


Pagetype: integerNot PII
Query Parameter

The page index. This value is simply for client state.


PageTokentype: stringNot PII
Query Parameter

The page token. This is provided by the API.

List multiple CustomerProfileEvaluations

list-multiple-customerprofileevaluations page anchor
Node.js
Python
C#
Java
Go
PHP
Ruby
twilio-cli
curl

_11
// Download the helper library from https://www.twilio.com/docs/node/install
_11
// Find your Account SID and Auth Token at twilio.com/console
_11
// and set the environment variables. See http://twil.io/secure
_11
const accountSid = process.env.TWILIO_ACCOUNT_SID;
_11
const authToken = process.env.TWILIO_AUTH_TOKEN;
_11
const client = require('twilio')(accountSid, authToken);
_11
_11
client.trusthub.v1.customerProfiles('BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX')
_11
.customerProfilesEvaluations
_11
.list({limit: 20})
_11
.then(customerProfilesEvaluations => customerProfilesEvaluations.forEach(c => console.log(c.sid)));

Output

_173
{
_173
"results": [
_173
{
_173
"sid": "ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_173
"account_sid": "ACXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_173
"policy_sid": "RNXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_173
"customer_profile_sid": "BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_173
"status": "noncompliant",
_173
"date_created": "2020-04-28T18:14:01Z",
_173
"url": "https://trusthub.twilio.com/v1/CustomerProfiles/BUXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX/Evaluations/ELXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
_173
"results": [
_173
{
_173
"friendly_name": "Business",
_173
"object_type": "business",
_173
"passed": false,
_173
"failure_reason": "A Business End-User is missing. Please add one to the regulatory bundle.",
_173
"error_code": 22214,
_173
"valid": [],
_173
"invalid": [
_173
{
_173
"friendly_name": "Business Name",
_173
"object_field": "business_name",
_173
"failure_reason": "The Business Name is missing. Please enter in a Business Name on the Business information.",
_173
"error_code": 22215
_173
},
_173
{
_173
"friendly_name": "Business Registration Number",
_173
"object_field": "business_registration_number",
_173
"failure_reason": "The Business Registration Number is missing. Please enter in a Business Registration Number on the Business information.",
_173
"error_code": 22215
_173
},
_173
{
_173
"friendly_name": "First Name",
_173
"object_field": "first_name",
_173
"failure_reason": "The First Name is missing. Please enter in a First Name on the Business information.",
_173
"error_code": 22215
_173
},
_173
{
_173
"friendly_name": "Last Name",
_173
"object_field": "last_name",
_173
"failure_reason": "The Last Name is missing. Please enter in a Last Name on the Business information.",
_173
"error_code": 22215
_173
}
_173
],
_173
"requirement_friendly_name": "Business",
_173
"requirement_name": "business_info"
_173
},
_173
{
_173
"friendly_name": "Excerpt from the commercial register (Extrait K-bis) showing name of Authorized Representative",
_173
"object_type": "commercial_registrar_excerpt",
_173
"passed": false,
_173
"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.",
_173
"error_code": 22216,
_173
"valid": [],
_173
"invalid": [
_173
{
_173
"friendly_name": "Business Name",
_173
"object_field": "business_name",
_173
"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.",
_173
"error_code": 22217
_173
}
_173
],
_173
"requirement_friendly_name": "Business Name",
_173
"requirement_name": "business_name_info"
_173
},
_173
{
_173
"friendly_name": "Excerpt from the commercial register showing French address",
_173
"object_type": "commercial_registrar_excerpt",
_173
"passed": false,
_173
"failure_reason": "An Excerpt from the commercial register showing French address is missing. Please add one to the regulatory bundle.",
_173
"error_code": 22216,
_173
"valid": [],
_173
"invalid": [
_173
{
_173
"friendly_name": "Address sid(s)",
_173
"object_field": "address_sids",
_173
"failure_reason": "The Address is missing. Please enter in the address shown on the Excerpt from the commercial register showing French address.",
_173
"error_code": 22219
_173
}
_173
],
_173
"requirement_friendly_name": "Business Address (Proof of Address)",
_173
"requirement_name": "business_address_proof_info"
_173
},
_173
{
_173
"friendly_name": "Excerpt from the commercial register (Extrait K-bis)",
_173
"object_type": "commercial_registrar_excerpt",
_173
"passed": false,
_173
"failure_reason": "An Excerpt from the commercial register (Extrait K-bis) is missing. Please add one to the regulatory bundle.",
_173
"error_code": 22216,
_173
"valid": [],
_173
"invalid": [
_173
{
_173
"friendly_name": "Document Number",
_173
"object_field": "document_number",
_173
"failure_reason": "The Document Number is missing. Please enter in the Document Number shown on the Excerpt from the commercial register (Extrait K-bis).",
_173
"error_code": 22217
_173
}
_173
],
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"error_code": 22217
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}
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],
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"requirement_friendly_name": "Name of Person granted the Power of Attorney",
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"requirement_name": "name_in_power_of_attorney_info"
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}
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]
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