---
updatedAt: 2026-05-14T17:08:40.000Z
---

Fetch the complete documentation index at: https://developers.pismo.io/pismo-docs/llms.txt. Use this file to discover all available pages before exploring further. Append .md to any documentation page URL to get its markdown version.

# Update person or company customer

Update the account's person or company customer information.

Fields not passed are not updated.

This endpoint generates an [Account entity updated](https://developers.pismo.io/events/docs/audit-entity-change-1) event.

If the `customer.is_owner` property is set to `true`:
  - The account owner is changed to this new customer, and all existing customers remain active in the account.
  - This endpoint generates an [Account owner changed](https://developers.pismo.io/events/docs/account-owner-change-1) event.

If `customer.is_active = true`, and the **Maximum number of card holders** program parameter is set, this customer is counted in the limit of maximum number of card holders for an account.


# OpenAPI definition

```json
{
  "openapi": "3.1.0",
  "info": {
    "title": "Core platform - Accounts",
    "version": "1.0.0",
    "description": "API used to manage accounts domain",
    "contact": {
      "name": "API Support",
      "url": "https://developers.pismo.io/support/"
    },
    "license": {
      "name": "Copyright Pismo"
    }
  },
  "servers": [
    {
      "url": "https://sandbox.pismolabs.io",
      "description": "API server for testing."
    }
  ],
  "tags": [
    {
      "name": "Customers",
      "description": "Endpoints to manage customers"
    }
  ],
  "components": {
    "parameters": {
      "AccountIdPath": {
        "name": "accountId",
        "in": "path",
        "description": "Account ID",
        "required": true,
        "schema": {
          "type": "integer",
          "format": "int64",
          "minimum": 1,
          "example": 123
        }
      },
      "CorrelationIdHeader": {
        "in": "header",
        "name": "x-cid",
        "schema": {
          "type": "string"
        },
        "description": "The Correlation IDentifier field is used to link related API requests and events. The `x-cid` can help the Pismo engineering team track everything related to a call. You can find the x-cid field in the response header from an API endpoint call.\n\nIf this field isn't passed, one is automatically generated.\n",
        "example": "5bb05174-4e80-11ea-b77f-2e728ce88125"
      },
      "CustomerIdPath": {
        "name": "customerId",
        "in": "path",
        "description": "Customer ID",
        "required": true,
        "schema": {
          "type": "integer",
          "format": "int64",
          "example": 12345
        }
      },
      "OrganizationIdHeader": {
        "in": "header",
        "name": "x-tenant",
        "required": true,
        "description": "Organization ID",
        "schema": {
          "type": "string",
          "example": "TN-34778262-f4f0-464d-b4c6-a14e2dc6f4be"
        }
      }
    },
    "schemas": {
      "IndividualsEmailAddress": {
        "type": "string",
        "description": "Email address.",
        "format": "email",
        "maxLength": 100,
        "example": "jenna.flect@email.com"
      },
      "AccountExternalId": {
        "type": "string",
        "description": "\nClient-created ID from an external system or application. **REQUIRED** for `VIRTUAL` accounts.\n",
        "maxLength": 60,
        "example": "8c8a4dd7-e48f-4c15-85b7-9d12f401057f"
      },
      "Activity": {
        "type": "string",
        "description": "Company's general field of activity",
        "maxLength": 30,
        "example": "Manufacturing"
      },
      "Assets": {
        "type": "number",
        "format": "float",
        "description": "Assets",
        "example": 40000
      },
      "BirthDate": {
        "type": "string",
        "description": "Birth date. Format = dd/mm/yyyy.",
        "example": "31/12/1980"
      },
      "BirthDate2": {
        "type": "string",
        "format": "date",
        "description": "Birth date. Format = yyyy-mm-dd.\n\nFor a company, this can be the company creation date.\n",
        "example": "1991-11-27"
      },
      "CityOfBirth": {
        "type": "string",
        "description": "Birth city",
        "maxLength": 60,
        "example": "San Diego"
      },
      "Company": {
        "properties": {
          "name": {
            "$ref": "#/components/schemas/CompanyRepresentativeName"
          },
          "nickname": {
            "$ref": "#/components/schemas/CompanyRepresentativeNickname"
          },
          "printed_name": {
            "$ref": "#/components/schemas/PrintedName3"
          },
          "social_name": {
            "$ref": "#/components/schemas/CompanyRepresentativeSocialName"
          },
          "pep": {
            "$ref": "#/components/schemas/PEP"
          },
          "company_name": {
            "$ref": "#/components/schemas/CompanyName"
          },
          "registration_number": {
            "$ref": "#/components/schemas/RegistrationNumber"
          },
          "activity": {
            "$ref": "#/components/schemas/Activity"
          },
          "company_type": {
            "$ref": "#/components/schemas/CompanyType"
          },
          "company_format": {
            "$ref": "#/components/schemas/CompanyFormat"
          },
          "occupation": {
            "$ref": "#/components/schemas/RepresentativeOccupation"
          },
          "income": {
            "$ref": "#/components/schemas/CompanyIncome2"
          },
          "net_worth": {
            "$ref": "#/components/schemas/CompanyNetWorth2"
          },
          "annual_revenues": {
            "$ref": "#/components/schemas/CompanyAnnualRevenues"
          },
          "type": {
            "$ref": "#/components/schemas/CompanyBusinessRelationsType"
          },
          "number_of_partners": {
            "$ref": "#/components/schemas/NumberOfPartners"
          },
          "perc_ownership": {
            "$ref": "#/components/schemas/PercOwnership"
          },
          "fiscal_situation": {
            "$ref": "#/components/schemas/FiscalSituation"
          },
          "debt": {
            "$ref": "#/components/schemas/CompanyDebt2"
          },
          "email": {
            "$ref": "#/components/schemas/CompanyEmail"
          },
          "partners": {
            "description": "Company partners",
            "type": "array",
            "items": {
              "$ref": "#/components/schemas/Partner"
            }
          }
        }
      },
      "CompanyAnnualRevenues": {
        "type": "number",
        "format": "float",
        "description": "Company annual revenues (monthly billing average)",
        "example": 33000
      },
      "CompanyBusinessRelationsType": {
        "type": "string",
        "example": "B2C",
        "description": "Company's business relations type",
        "maxLength": 60
      },
      "CompanyConstitutionDate": {
        "type": "string",
        "description": "Company's operational start date. Format = yyyy-mm-dd.",
        "format": "date",
        "example": "2004-01-20"
      },
      "CompanyConstitutionDate2": {
        "type": "string",
        "description": "Company constitution date. Format = dd/MM/yyyy.",
        "example": "01/01/2019"
      },
      "CompanyDebt2": {
        "type": "number",
        "format": "float",
        "description": "Company's debt",
        "example": 18000
      },
      "CompanyEmail": {
        "type": "string",
        "description": "Company's registered email",
        "maxLength": 100,
        "example": "acme@acmemail.com"
      },
      "CompanyFormat": {
        "type": "string",
        "description": "Company social type",
        "maxLength": 60,
        "example": "ME"
      },
      "CompanyIncome2": {
        "type": "number",
        "format": "float",
        "description": "Company's income",
        "example": 10000
      },
      "CompanyName": {
        "type": "string",
        "description": "Company's legal name",
        "maxLength": 150,
        "example": "Acme Inc."
      },
      "CompanyNetWorth2": {
        "type": "number",
        "format": "float",
        "description": "Company's net worth.",
        "example": 20000
      },
      "CompanyRepresentativeDocumentNumber": {
        "type": "string",
        "description": "Company representative's document number",
        "example": "12345678910"
      },
      "CompanyRepresentativeName": {
        "type": "string",
        "description": "Company representative name",
        "example": "Sam Houston"
      },
      "CompanyRepresentativeNickname": {
        "type": "string",
        "description": "Company representative nickname",
        "example": "Curveball"
      },
      "CompanyRepresentativeSocialName": {
        "type": "string",
        "description": "Company representative's social name",
        "example": "Otter"
      },
      "CompanyRequest": {
        "allOf": [
          {
            "$ref": "#/components/schemas/Company"
          },
          {
            "properties": {
              "company_constitution_date": {
                "$ref": "#/components/schemas/CompanyConstitutionDate2"
              },
              "is_owner": {
                "type": "boolean",
                "description": "Is the customer the account owner (`true`) or an additional customer (`false`).",
                "example": false
              },
              "is_active": {
                "type": "boolean",
                "description": "Is the customer active (`true`) or not (`false`).",
                "example": true
              }
            }
          }
        ]
      },
      "CompanyResponse": {
        "allOf": [
          {
            "$ref": "#/components/schemas/Company"
          },
          {
            "properties": {
              "document_number": {
                "$ref": "#/components/schemas/CompanyRepresentativeDocumentNumber"
              },
              "type_id": {
                "type": "integer",
                "format": "int32",
                "description": "Entity type ID (company `1` or person `2`).",
                "enum": [
                  1,
                  2
                ],
                "example": 2
              },
              "entity_type": {
                "$ref": "#/components/schemas/EntityType"
              },
              "company_constitution_date": {
                "$ref": "#/components/schemas/CompanyConstitutionDate"
              },
              "external_id": {
                "$ref": "#/components/schemas/AccountExternalId"
              }
            }
          }
        ]
      },
      "CompanyType": {
        "type": "string",
        "description": "Company type",
        "maxLength": 60,
        "example": "Retailer"
      },
      "CountryOfBirth": {
        "type": "string",
        "description": "Birth country",
        "maxLength": 60,
        "example": "India"
      },
      "DocumentIssuedAt": {
        "type": "string",
        "description": "Document issuer location. This is a free-form field, not an ISO standard.",
        "maxLength": 30,
        "example": "Brazil"
      },
      "DocumentIssuedBy": {
        "type": "string",
        "description": "Document issuer",
        "maxLength": 30
      },
      "DocumentIssuedDate": {
        "type": "string",
        "description": "Date document was issued. Format = dd/mm/yyyy.",
        "example": "01/31/1970"
      },
      "DocumentNumber": {
        "type": "string",
        "maxLength": 15,
        "description": "Document number, such as a government tax ID.",
        "example": "31457828046"
      },
      "DocumentType": {
        "type": "string",
        "description": "Document type. Free-form field, not an enum.",
        "maxLength": 30
      },
      "EntityType": {
        "type": "string",
        "description": "Entity type",
        "enum": [
          "INDIVIDUAL",
          "COMPANY"
        ],
        "maxLength": 10,
        "example": "INDIVIDUAL"
      },
      "FathersName": {
        "type": "string",
        "description": "Father's name",
        "maxLength": 60,
        "example": "Steven Douglas"
      },
      "FiscalSituation": {
        "type": "string",
        "description": "Company's fiscal situation.",
        "maxLength": 60,
        "example": "Good"
      },
      "Gender": {
        "type": "string",
        "description": "Gender",
        "maxLength": 1,
        "enum": [
          "F",
          "M",
          ""
        ],
        "example": "M"
      },
      "IndividualsName": {
        "type": "string",
        "description": "Name - person or company name",
        "example": "Hyman Roth"
      },
      "MaritalStatus": {
        "type": "string",
        "description": "Marital status",
        "enum": [
          "SINGLE",
          "MARRIED",
          "DIVORCED",
          "WIDOWER"
        ],
        "example": "MARRIED"
      },
      "MothersName": {
        "type": "string",
        "description": "Mother's name",
        "maxLength": 60,
        "example": "Kay Sadilla"
      },
      "Nationality": {
        "type": "string",
        "description": "Nationality",
        "maxLength": 60,
        "example": "Australian"
      },
      "Nickname": {
        "type": "string",
        "description": "Nickname.",
        "maxLength": 128,
        "example": "Pinto"
      },
      "NumberOfPartners": {
        "type": "integer",
        "format": "int32",
        "description": "Number of company partners",
        "example": 3
      },
      "OtherIdNumber": {
        "type": "string",
        "description": "Another ID number",
        "example": "29000000"
      },
      "Partner": {
        "type": "object",
        "description": "Applicant's personal information",
        "properties": {
          "name": {
            "$ref": "#/components/schemas/IndividualsName"
          },
          "nickname": {
            "$ref": "#/components/schemas/Nickname"
          },
          "printed_name": {
            "$ref": "#/components/schemas/PrintedName"
          },
          "social_name": {
            "$ref": "#/components/schemas/SocialName"
          },
          "email": {
            "$ref": "#/components/schemas/IndividualsEmailAddress"
          },
          "document_number": {
            "$ref": "#/components/schemas/DocumentNumber"
          },
          "mothers_name": {
            "$ref": "#/components/schemas/MothersName"
          },
          "gender": {
            "$ref": "#/components/schemas/Gender"
          },
          "birth_date": {
            "$ref": "#/components/schemas/BirthDate"
          },
          "city_of_birth": {
            "$ref": "#/components/schemas/CityOfBirth"
          },
          "state_of_birth": {
            "$ref": "#/components/schemas/StateOfBirth"
          },
          "country_of_birth": {
            "$ref": "#/components/schemas/CountryOfBirth"
          },
          "fathers_name": {
            "$ref": "#/components/schemas/FathersName"
          },
          "marital_status": {
            "$ref": "#/components/schemas/MaritalStatus"
          }
        }
      },
      "PEP": {
        "type": "boolean",
        "description": "Is this person a Politically Exposed Person (PEP)? Pismo doesn't do anything differently for a PEP, this is just additional account information. Default is `false`.\n",
        "example": false
      },
      "PercOwnership": {
        "type": "number",
        "format": "float",
        "description": "Company percentage ownership",
        "example": 50
      },
      "Person": {
        "properties": {
          "name": {
            "$ref": "#/components/schemas/IndividualsName"
          },
          "nickname": {
            "$ref": "#/components/schemas/Nickname"
          },
          "printed_name": {
            "$ref": "#/components/schemas/PrintedName3"
          },
          "social_name": {
            "$ref": "#/components/schemas/SocialName"
          },
          "email": {
            "$ref": "#/components/schemas/IndividualsEmailAddress"
          },
          "pep": {
            "$ref": "#/components/schemas/PEP"
          },
          "gender": {
            "$ref": "#/components/schemas/Gender"
          },
          "marital_status": {
            "$ref": "#/components/schemas/MaritalStatus"
          },
          "mothers_name": {
            "$ref": "#/components/schemas/MothersName"
          },
          "nationality": {
            "$ref": "#/components/schemas/Nationality"
          },
          "city_of_birth": {
            "$ref": "#/components/schemas/CityOfBirth"
          },
          "state_of_birth": {
            "$ref": "#/components/schemas/StateOfBirth"
          },
          "country_of_birth": {
            "$ref": "#/components/schemas/CountryOfBirth"
          },
          "other_id_number": {
            "$ref": "#/components/schemas/OtherIdNumber"
          },
          "document_type": {
            "$ref": "#/components/schemas/DocumentType"
          },
          "document_issued_by": {
            "$ref": "#/components/schemas/DocumentIssuedBy"
          },
          "document_issued_at": {
            "$ref": "#/components/schemas/DocumentIssuedAt"
          },
          "document_issued_date": {
            "$ref": "#/components/schemas/DocumentIssuedDate"
          },
          "fathers_name": {
            "$ref": "#/components/schemas/FathersName"
          },
          "occupation": {
            "$ref": "#/components/schemas/PersonOccupation"
          },
          "assets": {
            "$ref": "#/components/schemas/Assets"
          },
          "income": {
            "$ref": "#/components/schemas/PersonIncome"
          },
          "net_worth": {
            "$ref": "#/components/schemas/PersonNetWorth"
          }
        }
      },
      "PersonIncome": {
        "type": "number",
        "format": "float",
        "description": "Person's income",
        "example": 2000
      },
      "PersonNetWorth": {
        "type": "number",
        "format": "float",
        "description": "Person's net worth",
        "example": 50000
      },
      "PersonOccupation": {
        "type": "string",
        "description": "Person's occupation",
        "maxLength": 60,
        "example": "Programmer"
      },
      "PersonRequest": {
        "allOf": [
          {
            "$ref": "#/components/schemas/Person"
          },
          {
            "properties": {
              "birth_date": {
                "$ref": "#/components/schemas/BirthDate"
              },
              "document_issued_date": {
                "$ref": "#/components/schemas/DocumentIssuedDate"
              },
              "is_owner": {
                "type": "boolean",
                "description": "Is customer the account owner?",
                "example": false
              },
              "is_active": {
                "type": "boolean",
                "description": "Is customer active?",
                "example": true
              }
            }
          }
        ]
      },
      "PersonResponse": {
        "allOf": [
          {
            "$ref": "#/components/schemas/Person"
          },
          {
            "properties": {
              "document_number": {
                "$ref": "#/components/schemas/DocumentNumber"
              },
              "type_id": {
                "type": "integer",
                "format": "int32",
                "description": "Person type ID (company `1` or person `2`)",
                "enum": [
                  1,
                  2
                ],
                "example": 1
              },
              "entity_type": {
                "type": "string",
                "description": "Person type (company or person)",
                "example": "Person"
              },
              "birth_date": {
                "$ref": "#/components/schemas/BirthDate2"
              },
              "document_issued_date": {
                "$ref": "#/components/schemas/DocumentIssuedDate"
              },
              "external_id": {
                "$ref": "#/components/schemas/AccountExternalId"
              }
            }
          }
        ]
      },
      "PrintedName": {
        "type": "string",
        "description": "\nThis field is **DEPRECATED**.\n\nName to be printed on the card.\n\nPunctuation, special characters, and connectors (da/das/de/do/dos/e) are always removed.\n\nThis field's maximum length is 25, but you can set it to a lower value at the program level with the `Max name length on physical card` program parameter.\n\nIf `printed_name` is null, the Pismo platform uses `social_name`. If `social_name` is null, the Pismo platform uses the customer's entity name. For more information on the customer object, refer to [Core objects](https://developers.pismo.io/pismo-docs/docs/setup-overview#customer).\n\nThe Pismo platform gets the name for program parameter `TAMANHO MAX NOME EMBOSSADO` (max size name embossed).\n",
        "maxLength": 25,
        "deprecated": true,
        "example": "Jack Williams"
      },
      "PrintedName3": {
        "type": "string",
        "description": "\nThis field is **DEPRECATED**. Cards is now responsible for this field.\n\nPerson's name to be printed on the card. If the field is null, `name` or `social_name` is used.\n\nPunctuation, special characters, and connectors (da/das/de/do/dos/e) are always removed.\n\nThis field's maximum lengh of this field is 25, but you can set it to a lower value on the program level with the `Max name length on physical card` program parameter.\n",
        "example": "Luce Lyons",
        "deprecated": true,
        "maxLength": 25
      },
      "RegistrationNumber": {
        "type": "string",
        "description": "Company's registration number with local authorities",
        "maxLength": 30,
        "example": "ACM10004"
      },
      "RepresentativeOccupation": {
        "type": "string",
        "description": "Company representative's occupation",
        "maxLength": 60,
        "example": "CEO"
      },
      "SimpleError": {
        "title": "SimpleError",
        "type": "object",
        "required": [
          "message"
        ],
        "properties": {
          "message": {
            "type": "string",
            "description": "Error message"
          }
        }
      },
      "SocialName": {
        "type": "string",
        "description": "Social name.",
        "maxLength": 64,
        "example": "Jack"
      },
      "StateOfBirth": {
        "type": "string",
        "description": "Birth state",
        "maxLength": 60,
        "example": "California"
      }
    },
    "securitySchemes": {
      "BearerAuth": {
        "type": "http",
        "scheme": "bearer",
        "bearerFormat": "JWT"
      }
    }
  },
  "security": [
    {
      "BearerAuth": []
    }
  ],
  "x-readme": {
    "explorer-enabled": true,
    "proxy-enabled": true,
    "samples-enabled": true
  },
  "paths": {
    "/accounts/v1/accounts/{accountId}/customers/{customerId}/detail": {
      "patch": {
        "summary": "Update person or company customer",
        "description": "Update the account's person or company customer information.\n\nFields not passed are not updated.\n\nThis endpoint generates an [Account entity updated](https://developers.pismo.io/events/docs/audit-entity-change-1) event.\n\nIf the `customer.is_owner` property is set to `true`:\n  - The account owner is changed to this new customer, and all existing customers remain active in the account.\n  - This endpoint generates an [Account owner changed](https://developers.pismo.io/events/docs/account-owner-change-1) event.\n\nIf `customer.is_active = true`, and the **Maximum number of card holders** program parameter is set, this customer is counted in the limit of maximum number of card holders for an account.\n",
        "operationId": "customerV1patch",
        "tags": [
          "Customers"
        ],
        "parameters": [
          {
            "$ref": "#/components/parameters/CorrelationIdHeader"
          },
          {
            "$ref": "#/components/parameters/OrganizationIdHeader"
          },
          {
            "$ref": "#/components/parameters/AccountIdPath"
          },
          {
            "$ref": "#/components/parameters/CustomerIdPath"
          }
        ],
        "requestBody": {
          "description": "Customer properties to update",
          "required": false,
          "content": {
            "application/json": {
              "schema": {
                "type": "object",
                "oneOf": [
                  {
                    "$ref": "#/components/schemas/PersonRequest"
                  },
                  {
                    "$ref": "#/components/schemas/CompanyRequest"
                  }
                ]
              }
            }
          }
        },
        "responses": {
          "200": {
            "description": "Customer details were successfully updated",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "oneOf": [
                    {
                      "$ref": "#/components/schemas/PersonResponse"
                    },
                    {
                      "$ref": "#/components/schemas/CompanyResponse"
                    }
                  ]
                }
              }
            }
          },
          "404": {
            "description": "Not found",
            "content": {
              "application/json": {
                "schema": {
                  "properties": {
                    "message": {
                      "type": "string",
                      "example": "Account not found"
                    }
                  }
                }
              }
            }
          },
          "500": {
            "description": "Internal server error",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/SimpleError"
                },
                "examples": {
                  "Internal server error": {
                    "value": {
                      "message": "Internal server error"
                    }
                  }
                }
              }
            }
          }
        }
      }
    }
  }
}
```