Actions53
- Customer Actions
- Invoicing Actions
- Contact Actions
- Opportunity Actions
- Outstanding Actions
- Parameters Actions
- Payments Api Actions
- Product Actions
- Promo Code Actions
- Quotes Actions
- Telco Actions
Overview
This node interacts with the Soliditech API to perform various operations related to Quotes, specifically the 'Post RICA Doc' operation. It uploads a RICA document associated with a customer account by sending binary file data along with metadata labels and additional optional fields. This is useful for scenarios where identity verification documents need to be submitted and linked to a customer account, such as in telecommunications or financial services.
Use Case Examples
- Uploading a certified ID or passport document for a customer account to comply with regulatory requirements.
- Attaching multiple labels to a RICA document to categorize it for easier retrieval and processing.
Properties
| Name | Meaning |
|---|---|
| Account ID | The identifier of the customer account to which the RICA document will be posted. |
| Labels | A collection of labels (metadata) to categorize or describe the RICA document being uploaded. At least one label is required. |
| Binary Data Property Name | The name of the binary property in the input data that contains the file to be uploaded as the RICA document. |
| Additional Fields | Optional additional fields such as a description to provide more context about the document. |
| Simplify Output | Whether to simplify the output data returned by the node. |
| Simplify Path | The path to the property in the response that should be returned if output simplification is enabled. |
Output
JSON
result- The main result property containing the response data from the API after posting the RICA document.
Dependencies
- Soliditech API (v.1)
Troubleshooting
- Ensure that the 'Account ID' is correctly specified and corresponds to an existing customer account in the Soliditech system.
- Verify that at least one label is provided in the 'Labels' field; otherwise, the node will throw an error.
- Confirm that the binary data property name matches the property in the input data containing the file to upload; missing or incorrect binary data will cause an error.
- Check that the binary data is properly encoded in base64 format and includes necessary metadata such as filename and MIME type.
- If the API returns an error, review the error message for details and verify that all required fields and credentials are correctly configured.