Set Agent Profile Data

This endpoint creates or updates an agent's profile in the Netevia banking platform. It links a sales representative and a payout profile to a Netevia profile record, establishing the agent's relationship within the boarding system. Use this endpoint during onboarding workflows to associate agent-level configuration with a platform profile.

Endpoint

POST /netevia/profile/agent

Authentication

Bearer token required. Obtain via:

POST https://api.banking.netevia.dev/api/auth/v2

Include in header: Authorization: Bearer {token}
Token lifetime: 10 minutes. Refresh via POST /api/auth/refresh.

When to use

Use this endpoint when onboarding a new agent or updating an existing agent's profile associations. It is typically called during partner boarding flows to bind a payout configuration and sales representative to a Netevia profile. This endpoint is part of the Boarding tag group and supports agent management within the platform.

Request Body

{
  "agentPayoutProfileId": 1042,
  "neteviaProfileId": 8831,
  "salesRepresentativeId": 305
}

Response

200 OK

The response may return either a standard boarding response or an open financial account response (which extends the boarding response with a financial account ID).

Boarding Response

Open Financial Account Response (extends Boarding Response)

{
  "profileId": 8831,
  "success": true,
  "errors": null,
  "changeLog": [
    {
      "requestType": 1,
      "changes": "Agent payout profile linked."
    }
  ]
}

Error Codes

Common Mistakes

• Omitting any of the three required fields (agentPayoutProfileId, neteviaProfileId, salesRepresentativeId) will result in a 400 error.
• Passing string values instead of integers for ID fields — all ID fields must be numeric (int32).
• Using an expired or missing Bearer token; tokens are valid for only 10 minutes and must be refreshed via POST /api/auth/refresh.
• Referencing a salesRepresentativeId or agentPayoutProfileId that does not exist in the system will return a 404 or validation error.

Related Endpoints

• POST /api/auth/v2 — Obtain a Bearer token for authentication
• POST /api/auth/refresh — Refresh an existing Bearer token
• POST /netevia/profile/business — Create or update a business profile
• POST /netevia/profile/personal — Create or update a personal profile

Example

curl -X POST https://api.banking.netevia.dev/netevia/profile/agent \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "agentPayoutProfileId": 1042,
    "neteviaProfileId": 8831,
    "salesRepresentativeId": 305
  }'