/Communication
When to Use
- Investor Onboarding: Create primary email communication during initial BizEntity setup for distribution notifications
- Multi-Channel Contact Setup: Establish email, mobile, and fax communications for comprehensive investor reach
- Regulatory Compliance: Add verified email addresses for CRS/FATCA automated reporting delivery
- Legacy System Migration: Bulk import communications with ExternalCommunicationId for system transition tracking
- Corporate Contact Management: Create organisation-level communications for corporate trustee correspondence
Common Scenarios
- New Investor Setup: Create email communication as part of BizEntity onboarding for distribution and transaction notifications
- Multi-Method Contact: Establish email for formal correspondence, mobile for SMS alerts, and fax for legacy regulatory documents
- Corporate Trustee Communication: Set up organisation-level email for corporate trustee correspondence and ASIC notifications
- External System Integration: Import communications with ExternalCommunicationId to maintain dual-ID tracking for CRM synchronization
- Compliance Notification Setup: Add verified email addresses specifically for CRS/FATCA automated reporting delivery
Prerequisites
- Valid Bearer token with communication creation permissions
- Target entity must exist before creating communication
Considerations
- Exclusive Ownership: Each communication record must belong to exactly ONE entity
- Email Uniqueness: Email addresses must be unique across the entire system
- External IDs must be unique across the entire system
- Communication records are essential for compliance notifications and investor correspondence
Description
Creates a new communication record and associates it with an existing entity. Communication records are essential for investor notifications, compliance communications, and maintaining contact with stakeholders in the Australian financial services context.
Advanced Resource: Communication records can be created independently via this endpoint or automatically as part of BizEntity operations. Use this endpoint for direct communication management, bulk imports, or when synchronizing contact data from external systems.
Communication Classification
Communication types determine validation rules and uniqueness constraints:
- Email Addresses: Must be globally unique, validated for RFC 5322 format
- Phone Numbers: Support international formats with country codes (e.g., +61)
- Mobile Numbers: Preferred for two-factor authentication and urgent notifications
- Fax Numbers: Legacy support for regulatory document delivery
Refer to Common/Lookup endpoint (Category: CommunicationType) for current type classifications.
Required Headers - See Authentication
Header | Value | Description |
---|---|---|
Authorization | {accessToken} | Bearer token for API access |
Version | 2.0 | API version identifier |
Content-Type | application/json | Content type for request body |
Request Body
Parameter | Type | Required | Description |
---|---|---|---|
CommunicationID |
integer | Optional |
7G platform identifier assigned upon successful creation. Must be explicitly set to 0 or null for POST operations to prevent update attempts. Referenced across platform for relationship linkage and audit trails. |
externalCommunicationId |
string(50) | Optional |
Your unique identifier for this communication record. Must be unique across the entire system if provided. |
CommunicationTypeID |
integer | Classification of communication method determining system routing, validation rules, and uniqueness requirements. Email addresses must be globally unique across the platform; phone numbers allow duplicates for shared lines. | |
name |
string(255) | Actual communication value (email address, phone number with country code, or fax number). Format validation applied based on communicationTypeID classification. | |
BizEntityID |
integer | Links communication to business entity for investor correspondence and compliance notifications. Use when communication serves BizEntity-level operations (distributions, transactions, regulatory reporting). | |
externalBizEntityId |
string(50) | Your external ID for the business entity (alternative to bizEntityID). | |
PersonID |
integer | Links communication to individual person for personal contact purposes. Use when communication is person-specific rather than entity-level (individual notifications, personal correspondence). | |
externalPersonId |
string(50) | Your external ID for the person (alternative to personID). | |
OrganisationID |
integer | Links communication to organisation for corporate-level contact. Use when communication serves organisational purposes (corporate trustee correspondence, company notifications). | |
externalOrganisationId |
string(50) | Your external ID for the organisation (alternative to organisationID). |
Entity Ownership Rules
Each communication record must be associated with exactly one entity:
- Provide bizEntityID OR externalBizEntityId for business entities
- Provide personID OR externalPersonId for individuals
- Provide organisationID OR externalOrganisationId for organisations
Example Requests
{
"communicationID": 0,
"externalCommunicationId": "EMAIL-001",
"communicationTypeID": 1,
"name": "john.smith@example.com",
"bizEntityID": 789,
"externalBizEntityId": null,
"personID": null,
"externalPersonId": null,
"organisationID": null,
"externalOrganisationId": null
}
Response Examples
{
"result": true,
"message": "Communication created successfully",
"recordCount": 1,
"data": {
"communicationID": 12345,
"externalCommunicationId": "EMAIL-001",
"communicationTypeID": 1,
"name": "john.smith@example.com",
"bizEntityID": 789,
"externalBizEntityId": null,
"personID": null,
"externalPersonId": null,
"organisationID": null,
"externalOrganisationId": null
}
}