Overview

Whilst CLOWD9 recommends the Customer Report is generated once a week, the frequency and time of generation is configurable based on your requirements.

All records at the time of generation will be included in the first Customer Details report. Subsequent reports will only include data for new Customers and where there has been one or more changes to an existing Customer.

Following generation, CLOWD9 will send the report to you via the configured SFTP connection.

The main purpose of this report is to provide details of the latest Customer information *held, for example:

• Name, date of birth, email address & phone number
• Full Address
• Card information associated to the Customer. Depending on your program you may have a 1-2-1 Customer and Card, multiple cards per Customer relationship or a variation
• Your first report will contain all of the Customer information held by CLOWD9 with subsequent reports inclusive of the following:
  • New Customer records
  • Changes to existing Customer records
• Where there is a 1-2-1 Customer and Card relationship, in cases where the Card ID is set to a irreversible status, CLOWD9 will report the status change. No further reporting will be provided unless there are changes to the Customer details and / or a new Card is created for the Customer
• Where there is a one Customer to multiple Card relationship, CLOWD9 will include all of the cards, even if the change relates to only one card

File Naming Conventions

Example: Pre_fix-customer-Client-20230115-011525.json

Note: If information has not been supplied in the non-mandatory fields, CLOWD9 will not be able to provide this information via the report.