Collateral Tracking Search
Collateral Tracking Search
Collateral Tracking Search is a jXchange service designed to access information on a specific piece of collateral or related documentation with a loan or consumer.
Message Flow
In jXchange, the Collateral Tracking Search uses a typical exchange of MType
messages to search for specific information to a service provider.
Primary Request
The third-party consumer forwards the CollatTrackSrchRq_MType
message to the
service provider. The message contains the person's name, the account ID, customer ID,
and/or the collateral tracking search type to define the search for the collateral item, its
documentation, or both.
Primary Response
The service provider returns the CollatTrackSrchRs_MType
message to the
third-party consumer. The message contains details of the collateral item, the item's
associated documentation, and keys for the item and/or documentation. The collateral is
detailed in the CollatItemSrchRec
and the documentation is defined in the
CollatDocSrchRec
. Specific descriptions of collateral items and
documentation are included in arrays within the major complexes.
CollatTrackSrchRq_MType
CollatTrackSrchRq_MType
is a
message MType
element. This message is
optional.
Contains:
AccountId_CType
Custom_CType
IncXtendElemArray_AType
PersonName_CType
SrchMsgRqHdr_CType
Simple Elements
The following simple elements are contained within this message.
- CollatTrackType
- Identifies the type of collateral tracking record. Canonical values
are:
- Both
- Doc
- 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
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
IncXtendElemArray_AType
IncXtendElemArray_AType
is an array
AType
element.
Contains:
IncXtendElemInfo_CType
IncXtendElemInfo_CType
IncXtendElemInfo_CType
is a complex
CType
element.
Simple Elements
The following simple elements are contained within this complex.
- XtendElem
- Included extended elements. The consumer would ask by name for x_ prefix elements to be included in the response.
PersonName_CType
PersonName_CType
is a complex CType
element. It contains name information. This complex is optional.
Contains:
X_PersonName
Simple Elements
The following simple elements are contained within this complex.
- ComName
- The common name. This is the full text line name like John Doe.
- FirstName
- The first name.
- LastName
- The last name.
- MiddleName
- The middle name.
X_PersonName_CType
x_PersonName_CType
is a complex CType
element.
Simple Elements
The following simple elements are contained within this complex.
- AbbName
- An abbreviated individual's or entity's name.
- LegalName
- Used by entities like trusts, or businesses in the case where
an individual is doing business as a company, or when the legal name is
different than the
ComName
. - NameSuffix
- The name suffix. For examples, Jr. or MD.
- SalName
- A full text line name which is used in mailings. For example, Mr. and Mrs. John Doe.
- TitlePrefix
- The title prefix. Examples: Mr. or Mrs.
SrchMsgRqHdr_CType
SrchMsgRqHdr_CType
is a complex
CType
element. This is a
standard request message 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.
- Cursor
- The state information that allows the next call to understand where it left off when returning multiple records and allowing a subsequent call to retrieve more records.
- MaxRec
- The maximum number of records when multiple records are returned.
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 HeaderMsgRqHdr_CType
. AuthenUsrId is ignored by the service providers when the authentication user credentialsAuthenUsrCred_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 HeaderMsgRqHdr_CType
. AuthenUsrId is ignored by the service providers when the authentication user credentialsAuthenUsrCred_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.
CollatTrackSrchRs_MType
CollatTrackSrchRs_MType
is a
message MType
element.
Contains:
AccountId_CType
CollatDocSrchRecArray_AType
CollatItemSrchRecArray_AType
Custom_CType
PersonName_CType
SrchMsgRsHdr_CType
Simple Elements
The following simple elements are contained within this message.
- CollatTrackType
- Identifies the type of collateral tracking record. Canonical values
are:
- Both
- Doc
- 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
CollatDocSrchRecArray_AType
CollatDocSrchRecArray_AType
is an
array AType
element. This is an array of responses for a
collateral document search.
Contains:
CollatDocSrchRec_CType
CollatDocSrchRec_CType
CollatDocSrchRec_CType
is a complex CType
element.
Contains:
AccountId_CType
CollatDocRec_CType
CustomCollatDocSrchRec
referencesCustom_CType
Simple Elements
The following simple elements are contained within this complex.
- CollatDocBrDesc
- A description of the branch name. It includes the
Rstr
attribute. - CollatDocDesc
- A description of the code that references the type of collateral document.
- CollatDocInstDefKey
- The institution-defined field key.
- CollatDocKey
- Returned in search and inquiry requests and is needed to modify or delete a collateral document.
- CollatDocLocDesc
- A description of the code that references the filed location of the collateral document.
- CollatDocOffDesc
- The officer short name.
- CollatDocPrvStatDesc
- The description of the previous status of a collateral document.
- CollatDocStatDesc
- The description of the status of a collateral document.
- 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
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.
CustomCollatDocSrchRec
Custom_CType
is a complex CType
element.
CustomCollatDocSrchRec
references
Custom_CType
.
This element is optional.
CollatItemSrchRecArray_AType
CollatItemSrchRecArray_AType
is an
array AType
element. This is an array of responses for a
collateral items search.
Contains:
CollatItemSrchRec_CType
CollatItemSrchRec_CType
CollatItemSrchRec_CType
is a
complex CType
element.
Contains:
AccountId_CType
CollatItemRec_CType
CustomCollatItemSrchRec
referencesCustom_CType
Simple Elements
The following simple elements are contained within this complex.
- BrDesc
- A description of the branch name. It includes the
Rstr
attribute. - CollatCustRelDesc
- The description of the code that describes the relationship a customer has to an account.
- CollatDesc
- The collateral code description.
- CollatItemKey
- Returned in search and inquiry requests and is needed to modify or delete a collateral item.
- CollatOffDesc
- The officer short name.
- CollatPrvStatDesc
- The description of the previous status of a collateral item.
- CollatRecDesc
- The description of the code that references the location the collateral item was recorded.
- CollatRegstDesc
- The description of the code that references the registration of the collateral item.
- CollatSrcValDesc
- The description of the code that references the source used to obtain the value of the collateral item.
- CollatStatDesc
- The description of the status of a collateral item.
- CollatToLnRelDesc
- The description of the code that references the relationship the collateral is to the loan. For example, is the collateral the primary item?
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- DocLocDesc
- The description of the code that references the location of the collateral item.
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
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.
CustomCollatItemSrchRec
Custom_CType
is a complex CType
element.
CustomCollatItemSrchRec
references
Custom_CType
.
This element is optional.
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
PersonName_CType
PersonName_CType
is a complex CType
element. It contains name information. This complex is optional.
Contains:
X_PersonName
Simple Elements
The following simple elements are contained within this complex.
- ComName
- The common name. This is the full text line name like John Doe.
- FirstName
- The first name.
- LastName
- The last name.
- MiddleName
- The middle name.
X_PersonName_CType
x_PersonName_CType
is a complex CType
element.
Simple Elements
The following simple elements are contained within this complex.
- AbbName
- An abbreviated individual's or entity's name.
- LegalName
- Used by entities like trusts, or businesses in the case where
an individual is doing business as a company, or when the legal name is
different than the
ComName
. - NameSuffix
- The name suffix. For examples, Jr. or MD.
- SalName
- A full text line name which is used in mailings. For example, Mr. and Mrs. John Doe.
- TitlePrefix
- The title prefix. Examples: Mr. or Mrs.
SrchMsgRsHdr_CType
SrchMsgRsHdr_CType
is a complex
CType
element. It searches
specific message response headers.
Contains:
jXchangeHdr_CType
MsgRecInfoArray_AType
Simple Elements
The following simple elements are contained within this complex.
- Cursor
- The state information that allows the next call to understand where it left off when returning multiple records and allowing a subsequent call to retrieve more records.
- MoreRec
- Indicates if there are more records that could be returned.
Canonical values are:
- false
- true
- SentRec
- The number of records sent in the response.
- TotRec
- Indicates the total records the request selected, which could be
larger than
MaxRec.
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 HeaderMsgRqHdr_CType
. AuthenUsrId is ignored by the service providers when the authentication user credentialsAuthenUsrCred_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 HeaderMsgRqHdr_CType
. AuthenUsrId is ignored by the service providers when the authentication user credentialsAuthenUsrCred_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.