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Customer Search

Enterprise SOAP API > API by Reference > Core Services > Customer Search

Customer Search

Customer Search is a jXchange service designed to allow third-party consumers to search for information existing on a service provider.

Message Flow

In jXchange, the Customer Search service uses a typical exchange of MType messages to search for consumer information existing on a service provider.

Primary Request

The consumer forwards the CustSrchRq_MType message to the service provider.

The message contains the following simple elements:

  • AddrCat
  • BrandCode
  • CustType
  • EmailAddr
  • IntnetFinInstId
  • PhoneNum
  • PostalCode
  • SrchAddr
  • SrchCity
  • State
  • TaxId

The message contains the following complex elements:

  • AcctID_CType
  • Custom_CType
  • PersonName_CType
  • SrchMsgRqHdr_CType

The message contains the following array:

  • IncXtendElemArray_AType

Primary Response

The service provider returns the CustSrchRs_MType message to the consumer.

The message contains the following complex elements:

  • Custom_CType
  • SrchMsgRsHdr_CType

The message contains the following array:

  • CustSrchRecArray_AType

Customer Search Behavior

The Customer Search service behavior is as follows.

The request provides the following filters in the request:

  • SrchAddr - The SrchType attribute supported canonical values are ~StartsWith and Contains~. The default value is ~StartsWith~.
  • SrchCity - The SrchType attribute supported canonical value is ~Exact~.
  • AddrCat - The supported canonical values are Cust, Phys, Prop, Seasonal, IRSRpt, and All. The default value is ~Cust~.

When there is more than one filter in the request, the selection is based on ~and~ rather than ~or~.

The AddrCat element is applicable, when provided in the request, when either the SrchAddr and/or SrchCity is present in the request. However, service provider ignores the AddrCat when the SrchAddr and SrchCity are not present in the request.

CustSrchRq_MType

CustSrchRq_MType is a message MType element.

AccountId_CType, PersonName_CType, PhoneNum, and TaxId are all part of a documented key statement. Any or all of those elements can be sent in the request.IntnetFinInstId is an extension of the documented key statement. CustType and Custom_CType are part of a documented filter statement. Any or all of those elements can be sent in the request.

The State and Postal Code elements are for the sole purpose of an exact match of the state and/or postal code to filter responses.

Contains:

  • AccountId_CType
  • Custom_CType
  • IncXtendElemArray_AType
  • PersonName_CType
  • SrchMsgRqHdr_CType

Simple Elements

The following simple elements are contained within this message.

AddrCat
The category that distinguishes the type of address. Canonical values are:
  • All
  • Cust - Customer
  • IRSRpt - IRS Reporting
  • Phys - Physical
  • Prop - Property
  • Seasonal

The default value is Cust.

BrandCode
The code that defines the brandings.
CustType
The customer type. Examples include business or individual. Canonical values are:
  • Bus
  • Indv
EmailAddr
Email address.
IntnetFinInstId
The identification assigned to a consumer for the financial institution internet product.
PhoneNum
The phone number.
PostalCode
The postal code or ZIP code.
SrchAddr
The street address for a search.
SrchCity
The city for a search.
State
Corresponding abbreviation for the state.
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.

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 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.

CustSrchRs_MType

CustSrchRs_MType is a message MType element.

Contains:

  • Custom_CType
  • CustSrchRecArray_AType
  • SrchMsgRsHdr_CType

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CustSrchRecArray_AType

CustSrchRecArray_AType is an array AType element. This is an array of responses for a customer search.

Contains:

  • CustSrchRec_CType

CustSrchRec_CType

CustSrchRec_CType is a complex CType element.

Contains:

  • AccountId_CType
  • Addr_CType
  • CustBrandArray_AType
  • CustomCustSrchRec_CType references Custom_CType
  • IntnetFinInstIdArray_AType
  • PersonName_CType
Simple Elements

The following simple elements are contained within this complex.

AddrCat
The category that distinguishes the type of address. Canonical values are:
  • All
  • Cust - Customer
  • IRSRpt - IRS Reporting
  • Phys - Physical
  • Prop - Property
  • Seasonal

The default value is Cust.

CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
CustType
The customer type. Examples include business or individual. Canonical values are:
  • Bus
  • Indv
EmailAddr
Email address.
PhoneNum
The phone number.
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
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.
TINCode
The code that designates the type of tax identification number. Canonical values are:
  • SSN
  • EIN
  • Forn

TINCode is a hybrid open enumeration.

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
Addr_CType

Addr_CType is a complex CType element containing address information. This element is optional.

Contains:

  • FreeFormAddr_AType
Simple Elements

The following simple elements are contained within this complex.

BusAddr
Answers the question: Is this a business address? Y states it is a business address.
City
The city name.
Cntry
The country name.
CntryType
The country abbreviation from ISO 3166.
County
The county name.
DlvryPt
The delivery point added to the ZIP code.
FornAddr
Is this a foreign address? Y states it is a foreign address.
InvAddr
Is this address invalid? Y states mail has been returned from this address.
PostalCode
The postal code or ZIP code.
StateCode
The two-character alpha code which represents a state. For example, MO.
StateProv
The state or province or region.
StreetAddr1
The street address.
StreetAddr2
The second line of street address.
StreetAddr3
The third line of street address.
FreeFormAddr_AType

FreeFormAddr_AType is an array AType element. This is an array of free form address lines 1–11 in a printable/usable form.

Contains:

  • AddrLineInfo_CType
AddrLineInfo_CType

AddrLineInfo_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AddrLine
Free-form element of address lines 1–11 in a printable/usable form, generally not separated.
CustBrandArray_AType

CustBrandArray_AType is an array AType element. This is an array of brands as related to a customer.

Contains:

  • CustBrandRec_CType
CustBrandRec_CType

CustBrandRec_MType is a complex CType element.

Contains:

  • Custom_CType
Simple Elements

The following simple elements are contained within this complex.

BrandCode
The code that defines the brandings.
BrandDesc
The description of the code that defines the brandings.
Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CustomCustSrcRecComplex

Custom_CType is a complex CType element.

CustomCustSrcRecComplex references Custom_CType.

This element is optional.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

IntnetFinInstIdArray_AType

IntnetFinInstIdArray_AType is an array AType element. This is an array of financial institutions' identifications.

Contains:

  • IntnetFinInstIdArrayInfo_CType
IntnetFinInstIdArrayInfo_CType

IntnetFinInstIdArrayInfo_CType is a complex CType element. This element is optional.

Simple Elements

The following simple elements are contained within this complex.

IntnetFinInstId
The identification assigned to a consumer for the financial institution internet product.
IntnetFinInstIdName
The names that identify the financial institution internet identification assigned to a consumer for the financial institution internet product.
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 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