--- title: Adding sub customer details to FX Transaction slug: fx/adding-sub-customer-details-to-fx-transaction createdAt: 2026-02-26T02:07:25.558Z --- There are 2 options to add your customer details to a FX Transaction. ## Option 1: Add your customer prior to the creation of a FX Transaction. ### 1 : Create a sub-customer When you [create a sub-customer](https://app.archbee.com/docs/c6tlPVkiLkAQL4_KRZ072/i60lGwoCAPFHuHHeI3yhD), please enter **Individual** or **Company** in the `"sub_customer.account_type.name"` . There are specific required data fields for each account type. Please refer to the table below: | **For Individual** | **For Company** | | ------------------------------ | --------------------------------- | | First Name **(Mandatory)** | Company Name **(Mandatory)** | | Last Name **(Mandatory)** | Company Registration Number | | Email | Email | | Mobile | Mobile | | Address Line 1 **(Mandatory)** | Address Line 1 **(Mandatory)** | | Address Line 2 | Address Line 2 | | City | City | | Postcode | Postcode | | Country **(Mandatory)** | Country** (Mandatory)** | Once confirmed, you will be presented with a "sub\_customer.id" for usage in [Create a transaction quote.](docId\:wmCPWDROnTDls-D6UwGWQ) :::CodeblockTabs Responses ```yaml { "sub_customer": { "id": 10262, "status": "active", "gender": null, "birth_date": null, "company_name": "Lemons", "registration_number": "12345567", "account_type": { "id": 10001, "name": "Individual" }, "name": { "first_name": "Kevin", "middle_name": "", "last_name": "Lowe" }, "country": { "id": 10004, "name": "Australia", "country_code": "AUS" }, "address": { "address_line_1": "123 Test Street", "address_line_2": null, "suburb": "Kensley", "city": null, "province": "NSW", "postcode": "2034", "country_code": "AUS" }, "created_date": "2026-03-27T11:46:47+11:00", "updated_date": "2026-03-27T11:46:47+11:00" } } ``` ::: ## Option 2: Add your customer as part of the creation of a FX Transaction. You can add a your customer details during [Create a transaction quote.](docId\:wmCPWDROnTDls-D6UwGWQ) step. Below is the request to be added under `"transaction.payments[0].sub_customers[0]"` into the request sequence. :::CodeblockTabs Request ```json { "transaction": { "base_currency_id": 0, "base_currency_code": "USD", "counter_currency_id": 0, "counter_currency_code": "USD", "base_currency_amount": 0.1, "counter_currency_amount": 0.1, "value_date": "2026-03-27", "base_currency_account_id": 0, "exchange_rate": 0.1, "profit_amount": 0.1, "profit_percentage": 0.1, "wholesale_rate": 0.1, "update_rate_reason_id": 0, "rate_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6", "payments": [ { "beneficiary_id": 0, "amount": 0.1, "payment_reference": "Payment for services", "payment_type": "CHAPS", "transaction_reason_id": 0, "transaction_reason_name": "string", "transaction_reason_other": "string", "sub_customer_ids": [ 0 ], "sub_customers": [ { "country_id": 0, "country_code": "USA", "account_type_id": 0, "account_type_name": "Individual", "email": "user@example.com", "gender": "male", "birth_date": "2026-03-27", "company_name": "string", "registration_number": "string", "name": { "first_name": "John", "middle_name": "James", "last_name": "Doe" }, "mobile": { "isd": "64", "number": "1234567890" }, "phone": { "isd": "64", "number": "1234567890" }, "address": { "address_line_1": "123 Main St", "address_line_2": "string", "suburb": "Manhattan", "city": "New York", "province": "NY", "postcode": "10001", "country_code": "USA" } } ] } ] } } ``` ::: Once confirmed, you will be presented with a `"transaction.payments[0].sub_customers.id"` within the [Create a transaction quote.](docId\:wmCPWDROnTDls-D6UwGWQ) response body. This means that a deal transaction and sub customer has been created. :::CodeblockTabs Response ```json { "transaction": { "id": 214065, "customer_id": 12905, "user_id": 13392, "status": "created", "status_label": "Created", "base_currency": { "id": 10004, "name": "Australian Dollar", "currency_code": "AUD" }, "counter_currency": { "id": 10001, "name": "US Dollar", "currency_code": "USD" }, "base_currency_amount": "22.08", "counter_currency_amount": "15.00", "receipt_amount": "52.08", "receipt_account": { "id": 10040, "name": "AUD Account", "receipt_text": "BSB: 802-985\nAccount Number: 115727675\nPayID: \n", "bank_account": { "account_number": "115727675" } }, "fees": "30.00", "payments": [ { "id": 162318, "status": "pending", "amount": "15.00", "fee": "30.00", "beneficiary": { "id": 24567, "name": { "first_name": "Peter", "middle_name": null, "last_name": "Rabbit" }, "status": "approved_by_client", "country": { "id": 10131, "name": "United States", "country_code": "USA" }, "currency": { "id": 10001, "name": "US Dollar", "currency_code": "USD" }, "created_date": "2025-11-06T11:22:38+11:00", "updated_date": "2025-11-06T11:22:38+11:00" }, "payment_reference": null, "payment_type": null, "transaction_reason": { "id": 10451, "name": "Goods Trade" }, "sub_customers": [ { "id": 10263, "status": "active", "gender": null, "birth_date": null, "company_name": "Jenny Co", "registration_number": "23465", "account_type": { "id": 10001, "name": "Individual" }, "name": { "first_name": "Jenny", "middle_name": null, "last_name": "Smith" }, "country": { "id": 10004, "name": "Australia", "country_code": "AUS" } } ], "created_date": "2026-03-27T14:23:08+11:00", "updated_date": "2026-03-27T14:23:08+11:00" } ], "exchange_rate": "0.6793", "value_date": "2026-03-31", "created_date": "2026-03-27T14:23:03+11:00", "updated_date": "2026-03-27T14:23:09+11:00" } } ``` :::