Client Profiles

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What is a client profile?

A client profile allows you to customize how the AFC tax engine interprets a request and returns tax results. Customizations include:

• Bundle
• Exclusion
• Tax Override
• AFC Tax Engine configuration

Why use a client profile?

Reasons to use a client profile include:

• Profiles are cached - this speeds up response times
• Using a client profile eliminates including the same customization, such as a tax override, in each CalcTaxes request

1. Request a client profile containing customization file(s) and configurations be added to your client
2. Specify the client_profile_id in the header to apply the client profile to all requests run using that header

• Multiple profiles can be applied to your client ID. Examples uses for multiple profiles include:
  • Separate configurations for different different types of transactions
  • Separate configurations for child companies
  • Testing new configurations

How to apply a client profile to a session

When authenticating to Communications REST v2, pass the client profile ID in the header using client_profile_id.

Postman example

Add these headers to your request:

• Authorization using basic HTTP authenticNoteation
• client_id
• Content-Type: application/json
• client_profile_id

How to run transactions without a profile

REST v2 uses the system default profile when a profile is not specified.

To send a transaction without a client profile, modify the header using one of these options:

• Do not include client_profile_id
• Set client_profile_id to “0”

Note

The system default profile is “0”.

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