How to change the Limio Owner and transfer ownership

What is the Limio Identity System and how it works?

Limio possesses an Identity System to validate that the authenticated users can access only the records they are entitled to. Authentication is always an external process in Limio, the customer will provide the external authentication tool of their choice and it will integrate it via the authentication providers section. Once the external authentication is defined in the login process, Limio will assign to this external identity a Limio owner object, which is at the top of the ownership hierarchy. The following picture illustrates what the architecture looks like:

So all subscriptions, addresses, payment methods, and even the customer object itself are related to this Limio identity that allows to the platform only show the records to the authorised user.

When do we need to change ownership?

We would normally need to change the ownership under two circumstances:

1. There was a problematic situation in the purchase process where records were not correctly assigned to the proper user
2. The client needs to move objects from one owner to another due to commercial or technical reasons (for example, a customer requires to migrate their subscriptions to another account he opened)

How do we transfer ownership?

The current process is support-initiated. In order to change the owner of the objects and reassign them to a new owner, you must reach out to Limio Support ([e-mail]) to execute an API request.

Steps:

• In Postman or similar tools, Limio will set up a POST request to {{domain}}/api/objects/owner_change

• In the header, Limio will add Authorization with a Bearer token for the relevant environment

• In the body, Limio will can configure the IDs that you want to migrate to and from, which you should provide to Limio Support.

{ 
    "sourceId":"id-6306ee777d16170f96338bcaec7e825f",
    "destinationId":"id-459605d1dac621bc8b0201cce6ca6f11",
    "message":"Customer requested migration"
}

sourceId - current owner of the objects

destinationId - owner to migrate objects to

message - it’s a message that will appear in the related event

Then, Limio will send the POST request.

NOTE: As of January 9th 2025, ownership transfers performed by the Limio team will have 'Limio-initiated' included at the end of the request message (i.e. "Customer requested migration - Limio-initiated). 

Once sent, a new event will be created called Transferring object Ownership showing the transferred subscriptions. In the object, you will be able to see all transferred objects (updatedIds) and any that failed.

In transferred objects, you should see the new Owner displayed:

NOTE: This only affects Limio Objects and has no implication on other systems integrated into Limio (i.e Zuora, Salesforce, etc)