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kobana dunning people

Commands of kobana dunning people. Every global option (Global options) applies here.

CommandHTTPDescription
people bulk deleteDELETE /v1/people/bulkBulk-delete customers
people contact-points listGET /v1/people/{id}/contact-pointsList contact points
people contact-points createPOST /v1/people/{id}/contact-pointsCreate contact point
people contact-points updatePATCH /v1/people/{id}/contact-points/{cpId}Update contact point
people contact-points deleteDELETE /v1/people/{id}/contact-points/{cpId}Delete contact point
people listGET /v1/peopleList customers
people createPOST /v1/peopleCreate customer
people getGET /v1/people/{id}Get customer
people updatePUT /v1/people/{id}Update customer
people deleteDELETE /v1/people/{id}Delete customer
people statement-pdfGET /v1/people/{id}/statement-pdfDebtor statement (PDF)

people bulk delete​

Bulk-delete customers

kobana dunning people bulk delete [OPTIONS]

DELETE /v1/people/bulk

Deletes (soft delete, irreversible) up to 100 customers in one call, with the ids in the JSON body. A customer with open charges (pending/overdue/negotiated) cannot be deleted and is returned in failed with has_active_charges. A partial result is not an error. Requires the delete access level (or all) — write is not enough. It replaced POST /people/bulk-archive.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
idsarray<string (uuid)>yesTarget record IDs (1 to 100 per call). Duplicates are ignored.

More fields and nested objects: kobana schema dunning.people.bulk.delete.

Responses

HTTPDescription
200Per-item result of the bulk deletion.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people contact-points list​

List contact points

kobana dunning people contact-points list [ID] [OPTIONS]

GET /v1/people/{id}/contact-points

Lists a customer’s contact points, with pagination and filters by channel and status.

Path arguments: id

Query parameters

NameTypeRequiredDescription
pageintegernoPage number (starts at 1).
per_pageintegernoItems per page (max 100).
channelstringnoFilter by channel (email | sms | whatsapp | voice | postal). Values: email, sms, whatsapp, voice, postal.
statusstringnoFilter by status (active | deleted). Values: active, deleted.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Paginated contact-point list.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people contact-points create​

Create contact point

kobana dunning people contact-points create [ID] [OPTIONS]

POST /v1/people/{id}/contact-points

Creates a contact point for the customer. Returns 409 if an active contact point with the same channel and value already exists.

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
channelstringyesChannel (email | sms | whatsapp | voice | postal). Values: email, sms, whatsapp, voice, postal.
valuestringyesNORMALIZED contact value: email lowercased; phone and ZIP digits only.
labelstringnoFree-form label (e.g. personal/commercial/mobile/whatsapp).
is_primarybooleannoMarks the channel’s primary contact (used first in recipient resolution).
custom_metadataobjectnoUser metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources.

More fields and nested objects: kobana schema dunning.people.contact-points.create.

Responses

HTTPDescription
201Contact point created.
400Invalid request (validation error).
404Resource not found or outside your organization.
409Conflict with the current resource state (or reused idempotency key).
413Request body larger than 2 MB.

people contact-points update​

Update contact point

kobana dunning people contact-points update [ID] [CPID] [OPTIONS]

PATCH /v1/people/{id}/contact-points/{cpId}

Updates a contact point’s label/primary/verification and lets you manually set/clear opt-out and third-party flags.

Path arguments: id, cpId

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
labelstringnoFree-form label (e.g. personal/commercial/mobile/whatsapp).
is_primarybooleannoMarks the channel’s primary contact (used first in recipient resolution).
verifiedbooleannotrue marks the contact as verified now; false clears the verification.
opt_outbooleannotrue records a per-contact opt-out now; false reverts it.
third_partybooleannotrue flags the contact as third-party now; false reverts it.
custom_metadataobjectnoUser metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources.
custom_metadata_modestringnoHow the custom_metadata sent is reconciled with the stored value: replace (default) replaces the whole object; merge deep-merges — nested objects merge, scalars and arrays replace the key, and a key sent as null is stored as null (not removed). Update only. Values: replace, merge.

More fields and nested objects: kobana schema dunning.people.contact-points.update.

Responses

HTTPDescription
200Contact point updated.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people contact-points delete​

Delete contact point

kobana dunning people contact-points delete [ID] [CPID] [OPTIONS]

DELETE /v1/people/{id}/contact-points/{cpId}

Soft-deletes a contact point. Suppressions and history remain for the audit trail.

Path arguments: id, cpId

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Contact point deleted.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people list​

List customers

kobana dunning people list [OPTIONS]

GET /v1/people

Lists the organization’s customers with pagination and filters.

Query parameters

NameTypeRequiredDescription
pageintegernoPage number (starts at 1).
per_pageintegernoItems per page (max 100).
sort_bystringnoSort field (public snake_case name, e.g. due_date).
sort_orderstringnoSort direction (asc | desc). Values: asc, desc.
searchstringnoSearch by name, document or email.
classification_idstringnoFilter by classification (UUID).
statusstringnoFilter by record status (active | deleted). Values: active, deleted.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Paginated customer list.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people create​

Create customer

kobana dunning people create [OPTIONS]

POST /v1/people

Creates a customer in the portfolio. external_id and document_number drive deduplication in imports and integrations.

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
namestringyesCustomer name.
classification_idstring (uuid)noCustomer classification (rule segmentation).
document_numberstringnoCPF/CNPJ (digits only).
document_typestringnoDocument type (cpf | cnpj). Values: cpf, cnpj, null.
kindstringnoNature (natural person or juridical entity). Values: natural, juridical, null.
legal_namestringnoLegal name.
nicknamestringnoNickname/trade name.
birthdaystring (date-time)noBirth date (ISO 8601).
addressesarray<object>noAddresses.
phonesarray<object>noPhone numbers.
emailsarray<object>noEmail addresses.
external_idstringnoIdentifier in YOUR system (integration key).
tagsarray<string>noFree-form tags.
notesstringnoInternal notes.
custom_dataobjectnoAPI-consumer custom metadata. Limits: 64 KB serialized and 16 nesting levels.
custom_metadataobjectnoUser metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources.

More fields and nested objects: kobana schema dunning.people.create.

Responses

HTTPDescription
201Customer created.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people get​

Get customer

kobana dunning people get [ID] [OPTIONS]

GET /v1/people/{id}

Returns a customer by ID.

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Customer found.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people update​

Update customer

kobana dunning people update [ID] [OPTIONS]

PUT /v1/people/{id}

Updates a customer’s data (partial).

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Request body

NameTypeRequiredDescription
classification_idstring (uuid)noCustomer classification (rule segmentation).
document_numberstringnoCPF/CNPJ (digits only).
document_typestringnoDocument type (cpf | cnpj). Values: cpf, cnpj, null.
kindstringnoNature (natural person or juridical entity). Values: natural, juridical, null.
namestringnoCustomer name.
legal_namestringnoLegal name.
nicknamestringnoNickname/trade name.
birthdaystring (date-time)noBirth date (ISO 8601).
addressesarray<object>noAddresses.
phonesarray<object>noPhone numbers.
emailsarray<object>noEmail addresses.
external_idstringnoIdentifier in YOUR system (integration key).
tagsarray<string>noFree-form tags.
notesstringnoInternal notes.
custom_dataobjectnoAPI-consumer custom metadata. Limits: 64 KB serialized and 16 nesting levels.
custom_metadataobjectnoUser metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources.
custom_data_modestringnoHow custom_data is applied on update: replace (default) overwrites the whole object; merge deep-merges the payload over the stored value — nested objects merge, scalars/arrays/null overwrite the key. Values: replace, merge.
custom_metadata_modestringnoHow the custom_metadata sent is reconciled with the stored value: replace (default) replaces the whole object; merge deep-merges — nested objects merge, scalars and arrays replace the key, and a key sent as null is stored as null (not removed). Update only. Values: replace, merge.

More fields and nested objects: kobana schema dunning.people.update.

Responses

HTTPDescription
200Customer updated.
400Invalid request (validation error).
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people delete​

Delete customer

kobana dunning people delete [ID] [OPTIONS]

DELETE /v1/people/{id}

Soft-deletes a customer. Charges and history remain for the audit trail.

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
204Customer deleted.
404Resource not found or outside your organization.
413Request body larger than 2 MB.

people statement-pdf​

Debtor statement (PDF)

kobana dunning people statement-pdf [ID] [OPTIONS]

GET /v1/people/{id}/statement-pdf

Generates the debtor statement as a PDF: all of the person’s charges (document, due date, status, original and current amount) with totals for open, overdue and already paid. Scoped to the organization. Responds with application/pdf as a binary attachment.

Path arguments: id

Headers

NameTypeRequiredDescription
X-Workspace-IdstringnoWorkspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE.

Responses

HTTPDescription
200Debtor statement PDF (binary application/pdf attachment).
404Resource not found or outside your organization.
413Request body larger than 2 MB.