Mappings
Enterprise SOAP API
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Customer Inquiry
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Mappings
Request
CFACCT
CFCIF#
Customer number
CustId
7
NA
String
CFACC#
Account number
AccountId.AcctId
16
Integer
CFATYP
Account type
AccountId.AcctType
1
Inquiry Filter 1
IncXtendElemArray.IncXtendElemInfo.XtendElem
20
Inquiry Filter 2
Inquiry Filter 3
Inquiry Filter 4
Response
User Access Level
CustRec.Rstr
32
CFMAST
CFNA1
Customer Alias
CustRec.CustDetail.PersonName.ComName
40
CFFNA
Customer First Name
CustRec.CustDetail.PersonName.FirstName
CFMNA
Customer Middle Name
CustRec.CustDetail.PersonName.MiddleName
CFLNA
Customer Last Name
CustRec.CustDetail.PersonName.LastName
CFSFX
Name Suffix
CustRec.CustDetail.PersonName.x_PersonName.NameSuffix
4
CFEXTTL
Title
CustRec.CustDetail.PersonName.x_PersonName.LegalName
70
Customer name
CustRec.CustDetail.Addr.FreeFormAddrArray.AddrLineInfo.AddrLine
Name & Address Line #2
Name & Address Line #3
Name & Address Line #4
CFNA2
Address line 1
CustRec.CustDetail.Addr.StreetAddr1
CFNA3
Address line 2
CustRec.CustDetail.Addr.StreetAddr2
CFCITY
City
CustRec.CustDetail.Addr.City
CFSTAT
State Code
CustRec.CustDetail.Addr.StateCode
2
CFZIP
Zip Code
CustRec.CustDetail.Addr.PostalCode
9
CFZIPD
Delivery Point
CustRec.CustDetail.Addr.DlvryPt
CFFORC
Foreign Country
CustRec.CustDetail.Addr.Cntry
50
CFFORN
Foreign Address
CustRec.CustDetail.Addr.FornAddr
CFBADA
Insufficient Address
CustRec.CustDetail.Addr.InvAddr
Customer Type Code
CustRec.CustDetail.CustType
CFNAICS
NAICS Code
CustRec.CustDetail.NAICSCode
6
CFBUST
Standard Industry Code
CustRec.CustDetail.StdIndustCode
CFSNME
Short name
CustRec.CustDetail.PersonName.x_PersonName.AbbName
CFSEX
Sex
CustRec.CustDetail.Gender
CFBIRD
Date of Birth
CustRec.CustDetail.BirthDt
CFEMPL
Employer
CustRec.CustDetail.EmplName
35
CFOCPCD
Occupation
CustRec.CustDetail.OccType
CFORGD
Original Customer Date
CustRec.CustDetail.CustOrgDt
CFDLM
Last Maintenance Date
CustRec.CustDetail.LastMainDt
CFDEAD
Deceased Customer Flag
CustRec.CustDetail.Deceased
CFDDEA
Deceased Date
CustRec.CustDetail.DeceasedDt
CFNA4
City state zip
CustRec.CustDetail.Addr.StreetAddr3
CFEML1
E-mail Address
CustRec.CustDetail.EmailArray.EmailInfo.EmailAddr
80
CFEML2
Other E-mail Address
E-MAIL DESCRIPTION
CustRec.CustDetail.EmailArray.EmailInfo.EmailType
Phone Description
CustRec.CustDetail.PhoneArray.PhoneInfo.PhoneType
CFBPHX
Business Phone Extension
CustRec.CustDetail.PhoneArray.PhoneInfo.PhoneExt
Customer Number
CustRec.CustId
CustRec.AccountId.AcctId
CustRec.AccountId.AcctType
LNNAIC
NAIDSC
2002 DESCRIPTION
CustRec.NAICSDesc
CFSICC
CFSINA
Standard Industry Desc
CustRec.StdIndustDesc
30
Messages Exist
CustRec.CondNotfArray.CondNotfInfo.CondNotf
Alert Messages Exist
Seasonal Address Exist
IRS Address Exist
HBMAST
HBCID
NETTELLER ID 01
CustRec.IntnetFinInstIdArray.IntnetFinInstIdArrayInfo.IntnetFinInstId
12
NETTELLER ID 02
NETTELLER ID 03
NETTELLER ID 04
NETTELLER ID 05
NETTELLER ID 06
NETTELLER ID 07
NETTELLER ID 08
NETTELLER ID 09
NETTELLER ID 10
CFSSCD
Tax ID Type
x_TaxDetail.TaxDetail.TINInfo.TINCode
CFPART
TXDESC
Description
x_TaxDetail.TaxDetail.TINInfo.TINDesc
CFSSNO
Tax ID Number
x_TaxDetail.TaxDetail.TINInfo.TaxId
CFSSFX
Tax ID Modifier
x_TaxDetail.TaxDetail.TINInfo.TaxIdMod
CFTINS
Tax ID Certification Status Code
x_TaxDetail.TaxDetail.TINInfo.CertCode
TIN Certification Status
x_TaxDetail.TaxDetail.TINInfo.CertCodeDesc
CFTNDT
Tax ID Certification Date
x_TaxDetail.TaxDetail.TINInfo.CertCodeDt
CFBNOT
Number of B Notices Sent
x_TaxDetail.TaxDetail.TINInfo.BNotStat
CFBNDT
Last B Notice Sent Date
x_TaxDetail.TaxDetail.TINInfo.BNotIRSDt
Home Phone
CustRec.CustDetail.PhoneArray.PhoneInfo.PhoneNum
Business Phone
Cell Phone #1
Cell Phone #2
Fax Number 1
Fax Number 2
Busness Extension 2
10
CFTXET
Tax Return Extension Date
x_TaxDetail.TaxDetail.TaxExtDt
CFTXRT
Tax Return Date
x_TaxDetail.TaxDetail.TaxRetDt
User Access Acct Level
CustRec.CustId.Rstr
CFIRSA
IRS Street Address
x_TaxDetail.TaxDetail.IRSPostAddr.StreetAddr1
CFIRSC
IRS City
x_TaxDetail.TaxDetail.IRSPostAddr.City
CFIRSS
IRS State Code
x_TaxDetail.TaxDetail.IRSPostAddr.StateCode
CFIRSZ
IRS Zip Code
x_TaxDetail.TaxDetail.IRSPostAddr.PostalCode
CFIRSD
IRS Delivery Point
x_TaxDetail.TaxDetail.IRSPostAddr.DlvryPt
CFADAT
Alien W8 Certification Date
x_TaxDetail.TaxDetail.Alien.AlienLastW8Dt
CFORGN
FPCITY
Alien Postal City
x_TaxDetail.TaxDetail.Alien.ResCity
#N/A
FPPROV
Alien Postal Province
x_TaxDetail.TaxDetail.Alien.ResStateProv
x_TaxDetail.TaxDetail.TINInfo.TaxId.MaskVal
11
FPCNTR
Alien Postal Country
x_TaxDetail.TaxDetail.Alien.ResCntry
Phone Display
CustRec.CustDetail.PhoneArray.PhoneInfo.PhoneNumDsp
FCNTRY
Alien Country of Residency
x_TaxDetail.TaxDetail.Alien.ResCntryType
FEXMPT
EXEMPTION CODE
x_TaxDetail.TaxDetail.Alien.IRSExmpCode
CFOPR3
F3DESC
IRS W/H EXEMPTION DESC
x_TaxDetail.TaxDetail.Alien.IRSExmpDesc
FRECIP
RECIPIENT CODE
x_TaxDetail.TaxDetail.Alien.IRSRecipCode
CFOPR2
F2DESC
IRS RECIPIENT DESCRIP.
x_TaxDetail.TaxDetail.Alien.IRSRecipDesc
CFAFLG
Alien Customer
x_TaxDetail.TaxDetail.Alien.AlienTypeCode
W8STAT
Alien W8 Status Code
x_TaxDetail.TaxDetail.Alien.AlienW8Stat
W8 STATUS DESC
x_TaxDetail.TaxDetail.Alien.AlienW8StatDesc
CFAEDAT
Alien W8 Expiration Date
x_TaxDetail.TaxDetail.Alien.AlienW8ExpDt
CFOFFR
Officer
x_BusDetail.BusDetail.OffCode
CFBRNN
Branch
x_BusDetail.BusDetail.BrCode
3
CFCLAS
Class Code
x_BusDetail.BusDetail.CustCode
CFGRP#
Related Customer Group
x_BusDetail.BusDetail.GroupCode
CFINQC
Inquiry ID Code
x_BusDetail.BusDetail.AbbrCustDesc
15
CFPARS
SICDES
SIC Description
x_BusDetail.BusDetail.UserDefInfoArray.UserDefInfo.UserDefTxt
CFPAR3
CP3UID
UIC description
UDI description
CFPARB
CBFDSC
FIELD DESCRIPTION
25
CFSIC1
SIC #1 user defined
x_BusDetail.BusDetail.UserDefInfoArray.UserDefInfo.UserDefCode
CFSIC2
SIC #2 user defined
CFSIC3
SIC #3 user defined
CFSIC4
SIC #4 user defined
CFSIC5
SIC #5 user defined
CFSIC6
SIC #6 user defined
CFSIC7
SIC #7 user defined
CFSIC8
SIC #8 user defined
CFUIC1
UIC #1 user defined
CFUIC2
UIC #2 user defined
CFUIC3
UIC #3 user defined
CFUIC4
UIC #4 user defined
CFUIC5
UIC #5 user defined
CFUIC6
UIC #6 user defined
CFUIC7
UIC #7 user defined
CFUIC8
UIC #8 user defined
SDUSRFLDS
USFVAL
FIELD VALUE
CP3DSC
User description
x_BusDetail.BusDetail.UserDefInfoArray.UserDefInfo.UserDefDesc
CFIRSF
IRS Foreign Address
x_TaxDetail.TaxDetail.IRSPostAddr.FreeFormAddrArray.AddrLineInfo.AddrLine
CFINSC
Insider Code
x_BusDetail.BusDetail.InsiderCode
CFVIPC
VIP Customer
x_BusDetail.BusDetail.CustImporCode
CFLEAS
Lease Security Code
x_BusDetail.BusDetail.LeaseSecCode
CFWRTH
Net Worth
x_BusDetail.BusDetail.NetWorth
CFCCYC
Customer Combined Cycle Code
x_BusDetail.BusDetail.CustCycleCode
CFHLDM
Mailing Instructions Code
x_BusDetail.BusDetail.MailDirCode
CFIRSFC
IRS Foreign Country
x_TaxDetail.TaxDetail.IRSPostAddr.Cntry
CFPROA
Profit Analysis
x_BusDetail.BusDetail.ProfAnlys
CFWVCD
Financial Statement Waive Code
x_BusDetail.BusDetail.FinStmtWavCode
CFWVDT
Financial Statement Waive Date
x_BusDetail.BusDetail.FinStmtWavDt
CFCFSD
Most Recent Financial Statement Date
x_BusDetail.BusDetail.LastFinStmtDt
CFFSDT
Financial Statement Expiration Date
x_BusDetail.BusDetail.FinStmtExpDt
CFLTDT
Financial Statement Last Letter Sent Date
x_BusDetail.BusDetail.LastFinStmtLtrDt
SALESAC
Sales Associate
x_BusDetail.BusDetail.SalesPerson
JHPARHV
HVDESC
Value Description
x_BusDetail.LeaseSecDesc
CFLANG
Preferred Language Code
x_BusDetail.BusDetail.LangType
JHOFFR
JHONAM
Officer name
x_BusDetail.OffDesc
JHDATA
JDNAME
Bank/branch name
x_BusDetail.BrDesc
JHCLAS
JHCDES
Class description
x_BusDetail.CustDesc
CFPARG
CPGRPD
x_BusDetail.GroupDesc
CFPAR5
CP5TXT
Insider code text
x_BusDetail.InsiderDesc
x_BusDetail.CustImporDesc
DDPAR7
CYDESC
Cycle description
x_BusDetail.CustCycleDesc
28
JHMAIL
JHMDES
Hold mail description
x_BusDetail.MailDirDesc
CFPAR9
CP9DSC
description
x_BusDetail.FinStmtWavDesc
CFNCLEX7
No Call Expiration Date
x_RegDetail.RegDetail.DoNotCallExpDt
CFNOCALL
No Call Customer
x_RegDetail.RegDetail.DoNotCallCode
CFREGP
Privacy Act Opted Out
x_RegDetail.RegDetail.RegPOptOutCode
CFRPD7
Privacy Act Last Notice Sent Date
x_RegDetail.RegDetail.RegPSentDt
CFCRAS
CRA State Code
x_RegDetail.RegDetail.CRARec.CRAStateCode
LNPAR5
L5DESC
x_RegDetail.RegDetail.CRARec.CRAStateDesc
CFCNTY
CRA County Code
x_RegDetail.RegDetail.CRARec.CRACountyCode
CFCENS
CRA Census Tract
x_RegDetail.RegDetail.CRARec.CRACenTract
CFSMSA
CRA SMSA Code
x_RegDetail.RegDetail.CRARec.CRASMSACode
5
CFCRAL
CRA Location Code
x_RegDetail.RegDetail.CRARec.CRALoc
CFINCL
CRA Income Level
x_RegDetail.RegDetail.CRARec.CRAIncmLvl
CFAFLOPT
Affiliate Opt Out
x_RegDetail.RegDetail.AflOptOutCode
CFAFLEXCD
Affiliate Opt Out Exception Code
x_RegDetail.RegDetail.AflOptOutExcptCode
CFAFLECD7
Affiliate Opt Out Exception Date
x_RegDetail.RegDetail.AflOptOutExcptDt
CFAFLEXD7
Affiliate Opt Out Expiration Date
x_RegDetail.RegDetail.AflOptOutExpDt
CFRETN
CIF Retention Period
x_RegDetail.RegDetail.CustDataRtnPeriod
CFRSKRT
Risk Rating
x_RegDetail.RegDetail.RiskRateCode
CFRSKD7
Risk Rating Date
x_RegDetail.RegDetail.RiskRateDt
CFRSKBY
Risk Rated By
x_RegDetail.RegDetail.RiskRateByCode
CFPARRT
RPRSKDSC
Risk Rating Description
x_RegDetail.RiskRateDesc
x_RegDetail.RiskRateByDesc
CFTINMATCH
IRS TIN Match Flag
x_TaxDetail.TaxDetail.TINInfo.TINMatchType
FPCODE
Alien Postal Zip Code
x_TaxDetail.TaxDetail.Alien.ResPostalCode
JHPARJ
JJSANAME
Sales Associate Name
x_BusDetail.SalesPersonDesc
AFFILIATE OPT OUT
x_RegDetail.AflOptOutDesc
CFPARE
CPAFLEXCDS
x_RegDetail.AflOptOutExcptDesc
CFMASTV4
CFFICO
Current FICO Score
CustRec.CustDetail.CrScoreArray.CrScoreInfo.CrScoreId
CFNAMC
Customer name control
x_TaxDetail.TaxDetail.IRSNameCntl
JHBRAND
MBCODE
Brand Code 1
CustRec.CustBrandArray.CustBrandRec.BrandCode
Brand Code 10
Brand Code 11
Brand Code 12
Brand Code 13
Brand Code 14
Brand Code 15
Brand Code 16
Brand Code 17
Brand Code 18
Brand Code 19
Brand Code 2
Brand Code 20
Brand Code 3
Brand Code 4
Brand Code 5
Brand Code 6
Brand Code 7
Brand Code 8
Brand Code 9
MBNAME
Brand Name 1
CustRec.CustBrandArray.CustBrandRec.BrandDesc
Brand Name 10
Brand Name 11
Brand Name 12
Brand Name 13
Brand Name 14
Brand Name 15
Brand Name 16
Brand Name 17
Brand Name 18
Brand Name 19
Brand Name 2
Brand Name 20
Brand Name 3
Brand Name 4
Brand Name 5
Brand Name 6
Brand Name 7
Brand Name 8
Brand Name 9
Beneficial Owner
CustRec.CustBenflOwnType
W8TYPE
Alien W8 Type
x_TaxDetail.TaxDetail.Alien.AlienW8Type
FFORTIN
Foreign TIN
x_TaxDetail.TaxDetail.Alien.FornTaxId
22
FCITZN
Citizenship Country
x_TaxDetail.TaxDetail.Alien.CitzCntryType
FRGIIN
Recipient GIIN
x_TaxDetail.TaxDetail.Alien.GIINId
19
FGIINDP7
GIIN Provided Date
x_TaxDetail.TaxDetail.Alien.GIINDt
FGIINDC7
GIIN Certified Date
x_TaxDetail.TaxDetail.Alien.GIINCertDt
Chapter Exists
x_TaxDetail.TaxDetail.Alien.RptChapArray.RptChapInfoRec.RptChapExst
FCHAPTER
Reporting Chapter
x_TaxDetail.TaxDetail.Alien.RptChapArray.RptChapInfoRec.RptChapType
Exemption Code
x_TaxDetail.TaxDetail.Alien.RptChapArray.RptChapInfoRec.IRSExmpCode
x_TaxDetail.TaxDetail.Alien.RptChapArray.RptChapInfoRec.IRSExmpDesc
Chapter3 Status
x_TaxDetail.TaxDetail.Alien.RptChapArray.RptChapInfoRec.IRSRecipCode
x_TaxDetail.TaxDetail.Alien.RptChapArray.RptChapInfoRec.IRSRecipDesc
CFWHCD
Federal Withholding Code
x_TaxDetail.TaxDetail.FedWithCode
CFWHPR
State W/H code
x_TaxDetail.TaxDetail.StateWithCode
JHWITH
JHWDES
W/H description
x_TaxDetail.FedWithDesc
x_TaxDetail.StateWithDesc
CFDLAC7
Last Contact Date
x_BusDetail.BusDetail.LastConDt
Net Worth Amount
x_BusDetail.BusDetail.NetWorthAmt
CFFBENIN
FINCENLE
FinCEN Legal Entity
x_RegDetail.RegDetail.ReqLegalEntityType
OVRPCT
Override Ownership Percentage
x_RegDetail.RegDetail.ExcOwnPct
PCTREASON
Override Percentage Reason
x_RegDetail.RegDetail.ExcPctRsnCode
EXCLCODE
Exclusion Code
x_RegDetail.RegDetail.BenflOwnExclCode
CFPARN
PNEXDESC
Exclusion Code Description
x_RegDetail.BenflOwnExclDesc
CFPROC
OVERDESC
Override Reason Code Description
x_RegDetail.ExcPctRsnDesc
Gross Annual Revenue
x_RegDetail.RegDetail.AnnRevenueAmt
13
CFPARZ
CPZIDS
Identification Desc
x_IdVerify.IdVerifyArray.IdVerify.IdVerifyDesc
CFMLID
CFIDCD
Identification Code
x_IdVerify.IdVerifyArray.IdVerify.IdVerifyCode
CFIDNO
Identification Number
x_IdVerify.IdVerifyArray.IdVerify.IdVerifyVal
CFVRYCD
Verification Code
x_IdVerify.IdVerifyArray.IdVerify.IdVerifyBy
CFVTXST
Vertex CTR State Code
x_IdVerify.IdVerifyArray.IdVerify.IdIssueBy
x_IdVerify.IdVerifyArray.IdVerify.IdVerifyQueryArray.IdVerifyQueryInfo.IdVerifyQuery
CFPLIS
Place of Issuance
x_IdVerify.IdVerifyArray.IdVerify.IdVerifyQueryArray.IdVerifyQueryInfo.IdVerifyQueryVal
60
CFIISD7
Date of Issuance
CFIEXD7
Expiration Date
CFICTD7
Contact Date
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Last updated Fri Dec 13 2024