How Customer Records Work

When you emit a delta through the Balance API, each unique customerId maps to its own customer record.

No setup step is required.

Automatic Records#

On first use of a new customerId, PacSpace:

1. Creates a deterministic customer reference.
2. Isolates the customer's deltas, balances, and checkpoints.
3. Tracks summary metadata (first activity, last activity, and total deltas).

curl -X POST https://app.pacspace.io/api/v1/balance/delta \
  -H "X-Api-Key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "customerId": "cust_001",
    "delta": 500,
    "reason": "initial_deposit"
  }'

One Customer, One Record#

Data remains customer-scoped:

• Deltas for one customer do not affect another customer's balance.
• Checkpoints and receipts are generated per customer context.
• Verification remains isolated across customers.

Monthly Views#

Customer records are now periodized by default:

• Records counts records accepted during the selected UTC month.
• Recorded amount this period is the signed amount recorded during the selected UTC monthly cycle.
• Verified this period counts records that completed verification during the selected UTC month.
• Cumulative balance is the all-time signed balance over verified records.
• Dashboard customer pages persist the selected month in the URL (?period=YYYY-MM) so links are shareable.
• Public customer endpoints accept the same optional period selector.

For multi-month analysis, use scoped derive windows and the monthly breakdown panel (last 3 / 12 / 24 months) to review cumulative progression month by month.

When a selected month has no activity:

• If the customer has prior activity, the dashboard suggests jumping to the most recent active month.
• For net-new customers, the dashboard prompts: Record a delta to get started.

Deterministic Customer Reference#

The same customerId always yields the same customerReference.

This gives you stable identifiers across:

• API calls
• SDK versions
• dashboard views

Privacy Boundary#

PacSpace stores derived verification data for each customer record and does not need your private customer profile data.

You keep private business context (names, emails, account metadata) in your own systems.

Viewing Customer Records#

Dashboard#

Open Customers to browse records, search by customer ID, and inspect activity.

API#

# List records
curl https://app.pacspace.io/api/v1/balance/customers \
  -H "X-Api-Key: YOUR_API_KEY"

# Get one record
curl "https://app.pacspace.io/api/v1/balance/customers/cust_001?period=2026-04" \
  -H "X-Api-Key: YOUR_API_KEY"

SDK#

const { customers } = await pac.balance.customers();
const customer = await pac.balance.customer('cust_001', { period: '2026-04' });
console.log(customer.recordedThisPeriod, customer.recordedAmountThisPeriod, customer.verifiedThroughAt, customer.cumulativeBalance);

See Querying Customer Records for endpoint details.