Create a Primary Customer

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Important Information

1. Customer vs Record
   A customer refers to a unique case, while a record refers to an individual entity.
2. Unique Identifier
   Every customer must have a mandatory profileReferenceId, which serves as the key unique identifier.
   • No two customers can share the same profileReferenceId.
   • Exception: if the customer is inherited as an existing record, the profileId (the record ID from Artemis2) can be used.
3. Workflow Options
   In Step 1 and Step 3 of the customer creation workflow, the end-user may choose:
   • One individual primary customer without any associated CRP(s), or
   • One corporate primary customer with multiple CRPs (e.g., two individual CRPs and one corporate CRP).

   The example above is non-exhaustive; other combinations may be valid.

4. Dynamic Values
   Fields like {{domain_id}} and {{assignee_id}} are dynamic values obtained from the application itself.
   • {{domain_id}} → the current domain.
   • {{assignee_id}} → the assignee selected by the user.
     These values are usually managed via the Postman Environment.

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Next Step: Choose a Path

• Individual Primary Customer → Create Individual Primary Customer
• Corporate Primary Customer → Create Corporate Primary Customer