Account Information

The next step of the customer enrollment funnel requires two API endpoints for collecting customer details and initiating service. The first endpoint retrieves valid service addresses to validate customer service location. The second endpoint returns utility company holidays, enabling the application to prevent customers from selecting service start dates when the utility is closed. These endpoints are essential for accurately capturing customer information and ensuring proper service initiation timing.

The Create account session endpoint serves as the submission point for customer-provided enrollment data, including sensitive information like SSN (only required for postpaid), DOB, and selected service details. Upon receiving this data, the endpoint generates a system record and initiates back-end validation processes. This created session maintains the customer's enrollment state and enables subsequent system checks.

Similar to the customer contact information, the customer may leave and return to this step during this same session. In this case we use Update account session to modify the stored session data with any changes made by the customer in the form entry.

Also, as the customer contact information response, the create/update account information endpoint will include an action and a reason in the response. Refer to the Conduct Checks page documentation for more details on how to handle these scenarios.