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Collateral Tracking Add

Enterprise SOAP API > API by Reference > Core Services > Collateral Tracking Add

Collateral Tracking Add

Collateral Tracking Add is a jXchange service designed to add items of collateral or associated collateral documentation in association with a loan or consumer.

The addition of an item of collateral to a loan account is accomplished by supplying the information needed to populate the elements of the collateral item record. The record is contained within the request message and is submitted along with the customer and/or account ID number. If documentation is to be added to an existing item of collateral, the documentation is described within the collateral doc array. The array is submitted with the request message. The request is submitted along with the collateral item key, identifying the item of collateral that was obtained from the collateral tracking search request.

If a request has been made for an item of collateral to be added to a loan, the response message states if the requested addition was successful. The response message contains a key to identify the item of collateral in the event the collateral item requires deletion or modification, or if an item of documentation needs to be added to the item of collateral.

If the request was to add an item of documentation to an item of collateral, the response also signifies whether the requested addition was successful.

Message Flow

In jXchange, the Collateral Tracking Add service uses a typical exchange of MType messages to add items of collateral or associated collateral documentation in association with a loan or consumer to a service provider.

Primary Request

The third-party consumer forwards the CollatTrackAddRq_MType message to the service provider. The message contains the person's name, account ID number, customer ID number, collateral item key, if created, and details of the collateral to be listed and the associated documentation. Multiple CollatDocRec elements can be submitted for listing of multiple documents within the CollatDocArray. Only one collateral item can be listed per request message.

Primary Response

The service provider returns the CollatTrackAddRs_MType message to the third-party consumer once the initial request has been received and the collateral item and its documentation have been listed. The message contains keys for the documentation and the item and the RsStat element, which states if the requested addition was successful.

CollatTrackAddRq_MType

CollatTrackAddRq_MType is a message MType element. This message is optional.

Contains:

  • AccountId_CType
  • CollatDocArray_AType
  • CollatItemRec_CType
  • Custom_CType
  • ErrOvrRdInfoArray_AType
  • MsgRqHdr_CType

Simple Elements

The following simple elements are contained within this message.

CollatItemKey
Returned in search and inquiry requests and is needed to modify or delete a collateral item.
CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.

AccountId_CType

AccountId_CType is a complex CType element. This element contains the incoming account identification information and any restrictions.

Simple Elements

The following simple elements are contained within this complex.

AcctId
The number or character that identifies an account record.
AcctType
The number or character that categorizes the AcctId.
Rstr
The level of restrictions that can exist at a parent and/or child node. Canonical values are:
  • Hid
  • NoAccess
  • NoAccessPart
  • ReadOnly
  • ReadOnlyPart
  • ReadWrite
  • ReadWritePart

CollatDocArray_AType

CollatDocArray_AType is an array AType element. This is an array of identification collateral items.

Contains:

  • CollatDocRec_CType

CollatDocRec_CType

CollatDocRec_CType is a complex CType element.

Contains:

  • CollatDocInfoArray_AType
  • Custom_CType
Simple Elements

The following simple elements are contained within this complex.

AcctId
The number or character that identifies an account record.
AcctType
The number or character that categorizes the AcctId.
CollatDocBrCode
The branch code.
CollatDocCode
A code that references the type of collateral document.
CollatDocDt
A date that references the collateral document.
CollatDocExcDay
The number of days the collateral document should delay before being considered an exception.
CollatDocExcDt
The date an exception letter was sent for the collateral item.
CollatDocExcLtrId
The ID of the exception letter sent for collateral document.
CollatDocExcLtrNoSent
The number of exception letters sent for collateral document.
CollatDocExpDt
The expiration date of the collateral document.
CollatDocLocCode
A code that references the filed location of the collateral document.
CollatDocOffCode
The code that designates the financial institution officer.
CollatDocPrtRcpt
Determines if the receipt letter or notice should be printed for the collateral document.
CollatDocPrvStat
The previous status of a collateral document.
CollatDocRcptLtrId
The ID of the letter sent when the collateral document was received.
CollatDocRecvDt
The date the collateral document was received.
CollatDocStatDt
The date the status of the collateral document was entered or changed.
CollatDocStat
The status of a collateral document.
CollatDocWavDt
The date the collateral document was waived.
CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
CollatDocInfoArray_AType

CollatDocInfoArray_AType is an array AType element. This is an array of the collateral documentation free form descriptions.

Contains:

  • CollatDocInfoRec_CType
CollatDocInfoRec_CType

CollatDocInfoRec_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

CollatDocDetInfo
A free-form description/information about the collateral document.
CollatDocDetInfoText
The text that represents the free-form description/information about the collateral document.
CollatDocInfo
A free-form description/information about the collateral document.
Note: This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01.
CollatDocInfoText
The text that represents the free-form description/information about the collateral document.
Note: This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01.
Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CollatItemRec_CType

CollatItemRec_CType is a complex CType element.

Contains:

  • CollatItemDescArray_AType
  • Custom_CType

Simple Elements

The following simple elements are contained within this complex.

BrCode
The branch code.
CollatCode
The collateral code. This code is bank-defined and is used to define the type of collateral used to secure the loan.
CollatCustRelCode
The code that describes the relationship a customer is to an account.
CollatItemDocDt
A date that references the collateral item.
CollatMatDt
The maturity date of the collateral item.
CollatOffCode
The code that designates the financial institution officer.
CollatOrigValAmt
The original value of the collateral item.
CollatOwnCustId
The identifier attached to a customer.
CollatPrvStat
The previous status of a collateral item.
CollatRcptDt
The date a receipt was provided to the consumer for the collateral item.
CollatRcptId
An identification of the receipt provided for the collateral item.
CollatRecCode
The code that references the location the collateral item was recorded.
CollatRecDt
The recording date of the collateral item.
CollatRecId
The recorded identification assigned to the collateral item.
CollatRegstCode
The code that references the registration of the collateral item.
CollatShareType
Answers the question: Can the collateral item be shared to other customers? Canonical values are:
  • false
  • true
CollatSrcValCode
The code that references the source used to obtain the value of the collateral item.
CollatStatDt
The date the status of the collateral item was entered or changed.
CollatStat
The status of a collateral item.
CollatToLnPct
The loan to collateral value represented as a percentage.
CollatToLnRelCode
The code that references the relationship the collateral is to the loan. For example, is the collateral the primary item?
CollatUnit
The number of units of the collateral item.
CollatValAmt
The current value of the collateral item.
CollatValDt
The date the current value of the collateral item was obtained.
CollatWavDt
The date the transfer of the collateral item was waived.
CusipBankId
A bank identification assigned to all stocks and registered bonds by the Committee on Uniform Security Identification Procedures.
CusipId
An identification assigned to all stocks and registered bonds by the Committee on Uniform Security Identification Procedures.
DocLocCode
The code that references the location of the collateral item.
PriceDt
The original date the collateral item was priced.

CollatItemDescArray_AType

CollatItemDescArray_AType is an array AType element. This is an array of collateral item descriptions.

Contains:

  • CollatItemDescInfo_CType
CollatItemDescInfo_CType

CollatItemDescInfo_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

CollatItemDetDesc
The text that represents the description of the collateral item.
CollatItemDetDescText
The text that represents the description of the collateral item.
CollatItemDesc
The description of the collateral item.
Note: This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01.
CollatItemDescText
The text that represents the description of the collateral item.
Note: This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

ErrOvrRdInfoArray_AType

ErrOvrRdInfoArray_AType is an array AType element. This is an array of overrides for faults.

Contains:

  • ErrOvrRd_CType

ErrOvrRd_CType

ErrOvrRd_CType is a complex CType element. This element is used to override errors created in a previous request. This element is optional.

Simple Elements

The following simple elements are contained within this complex.

BusSvcType
The business service type used to convey certain Add and Mod message handling. The canonical value is NoValidate.
ErrCode
The error code.

MsgRqHdr_CType

MsgRqHdr_CType is a complex CType element. This is the default message request header.

Contains:

  • AuthenUsrCred_CType
  • jXchangeHdr_CType

Simple Elements

The following simple elements are contained within this complex.

AuthenProdCred
Authentication of the Consumer Product Credentials in the form of a WS Security element that contains a single SAML V2.0 Assertion.

AuthenUsrCred_CType

AuthenUsrCred_CType is a complex CType element. This element represents authentication of the end-user credentials in the form of a WS Security element that contains a single SAML V2.0 Assertion.

Simple Elements

The following simple elements are contained within this complex.

Security
Defines the wsse:Security SOAP header element per section 4.

jXchangeHdr_CType

jXchangeHdr_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AuditUsrId
The user ID that the consumer would like written in the audit as performing the requested service. It varies, but it could be the same as the user ID. It is not used to authenticate. It is used to audit the Soap Header Fault.
AuditWsId
The workstation ID that the consumer would like written in the audit as performing the requested service for the Soap Header Fault. It varies, but it could be the same as the user ID.
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

BusCorrelId
The correlation identification as related to business functions and activities.
ConsumerName
The name of the service consumer (business name) for the Soap Header Fault.
ConsumerProd
The name of the product which is consuming the service (business product name) for the Soap Header Fault.
InstEnv
An identification provided by the consumer that defines the environment in which the institution is operating. Canonical values are:
  • Prod
InstRtId
The identification of the entity of the submitted message. A financial institution entity uses the routing transit or nine-digit number assigned to financial institutions for routing as assigned by the American Bankers Association. Any leading zeros must be provided for a complete routing and transit number. A non-financial institution entity should use a mutually agreed upon identification that must contain at least one non-integer character. The canonical value is JHA.

The element is required in all message requests.

jXLogTrackingId
An identification provided by jXchange to be able to trace the request and response of a message from the third-party gateway, internal gateway, and service provider for the Soap Header Fault.
JxVer
Contains the version jXchange is running for the Soap Header Fault.
ValidConsmName
The consumer name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table. The canonical value is: JHA.
ValidConsmProd
The consumer product name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table.
WorkflowCorrelId
The correlation identification as related to workflow functions and activities.
jXchangeHdr_CType Deprecation Details
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

CollatTrackAddRs_MType

CollatTrackAddRs_MType is a message MType element.

Contains:

  • Custom_CType
  • MsgRsHdr_CType

Simple Elements

The following simple elements are contained within this message.

CollatItemKey
Returned in search and inquiry requests and is needed to modify or delete a collateral item.
RsStat
The status of the response. Canonical values are:
  • Fail
  • Success

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

MsgRsHdr_CType

MsgRsHdr_CType is a complex CType element. This is the default message response header.

Contains:

  • jXchangeHdr_CType
  • MsgRecInfoArray_AType

jXchangeHdr_CType

jXchangeHdr_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AuditUsrId
The user ID that the consumer would like written in the audit as performing the requested service. It varies, but it could be the same as the user ID. It is not used to authenticate. It is used to audit the Soap Header Fault.
AuditWsId
The workstation ID that the consumer would like written in the audit as performing the requested service for the Soap Header Fault. It varies, but it could be the same as the user ID.
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

BusCorrelId
The correlation identification as related to business functions and activities.
ConsumerName
The name of the service consumer (business name) for the Soap Header Fault.
ConsumerProd
The name of the product which is consuming the service (business product name) for the Soap Header Fault.
InstEnv
An identification provided by the consumer that defines the environment in which the institution is operating. Canonical values are:
  • Prod
InstRtId
The identification of the entity of the submitted message. A financial institution entity uses the routing transit or nine-digit number assigned to financial institutions for routing as assigned by the American Bankers Association. Any leading zeros must be provided for a complete routing and transit number. A non-financial institution entity should use a mutually agreed upon identification that must contain at least one non-integer character. The canonical value is JHA.

The element is required in all message requests.

jXLogTrackingId
An identification provided by jXchange to be able to trace the request and response of a message from the third-party gateway, internal gateway, and service provider for the Soap Header Fault.
JxVer
Contains the version jXchange is running for the Soap Header Fault.
ValidConsmName
The consumer name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table. The canonical value is: JHA.
ValidConsmProd
The consumer product name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table.
WorkflowCorrelId
The correlation identification as related to workflow functions and activities.
jXchangeHdr_CType Deprecation Details
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

MsgRecInfoArray_AType

MsgRecInfoArray_AType is an array AType element. This is an array of messages that can be returned in a response.

Contains:

  • MsgRec_CType
MsgRec_CType

MsgRec_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

ErrCat
The Soap Header Fault error category.
ErrCode
The error code.
ErrDesc
The Soap Header Fault error description.
ErrElem
The Soap Header Fault when an error or fault occurs. This optional element contains the element which is causing the error condition.
ErrElemVal
The Soap Header Fault when an error or fault occurs. This optional element contains the value of the element which is causing the error condition.
ErrLoc
The Soap Header Fault error location. This is typically the program that generated the error condition.
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Last updated Mon Jan 24 2022