Multilevel Lending Relationship Search
Multilevel Lending Relationship Search
Multilevel Lending Relationship Search is a jXchange service designed to allow consumers to search Multilevel Lending relationships.
Message Flow
In jXchange, the Multilevel Lending Relationship Search service uses a typical
exchange of MType
messages
to allow consumers to search Multilevel Lending relationships.
Primary Request
The consumer forwards the MLLRelSrchRq_MType
message to the
service provider.
The message contains the following simple elements:
- CommitAcctId
- CustId
The message contains the following complex elements:
AcctId
referencesAccountId_CType
Custom_CType
SrchMsgRqHdr_CType
The message contains the following array:
IncXtendElemArray_AType
Primary Response
The service provider returns the MLLRelSrchRs_MType
message
to the consumer. The message contains the following simple elements:
- CommitAcctId
- CustId
The message contains the following complex elements:
AcctId
referencesAccountId_CType
Custom_CType
SrchMsgRHdr_CType
The message contains the following array:
CommitSrchRecArray_AType
Multilevel Lending Relationship Search Behavior
The Multilevel Lending Relationship Search service behavior is as follows.
The Multilevel Lending Relationship Search request
(MLLRelSrchRq_MType
) has a documented choice statement that allows for the
Customer Id (CustId), the Commitment Account Id
(CommitAcctId), or the master/tranche loan Account Id
(AcctId). If you enter the CustId with any
other elements, the CustId) is used.
The Multilevel Lending Relationship Search response
(MLLRelSrchRs_MType
) is based on which search request element was used. The
service always responds with a commitment number, a master loan, and a tranche. The detail of
the relationship, which is the commitment, the master, and the tranche, is based on the
request.
Expectations for the Search response:
- Request Customer Id (CustId) - All commitments, all masters, and all tranches
- Request Commitment Account Id (CommitAcctId) - The commitment selected, all masters under the commitment, and all tranches for those masters
- Request Master Account Number (AcctId) - The commitment tied to the master requested, the master requested, and all tranches under the master
- Request Tranche Account Number (AcctId) - The commitment tied to the tranche requested, the master of the tranche requested, and the tranche that was requested
MLLRelSrchRq_MType
MLLRelSrchRq_MType
is a message MType
element.
Contains:
AcctId
referencesAccountId_CType
Custom_CType
IncXtendElemArray_AType
SrchMsgRqHdr_CType
Simple Elements
The following simple elements are contained within this message.
- CommitAcctId
- The account identification that is charged for fees from line of credit services.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
AcctId
AccountId_CType
is a complex
CType
element. This element contains the incoming account
identification information and any restrictions.
AcctId
references
AccountId_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.
- 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. This is an array that
lists x_ elements by name, which are to be included in the response.
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.
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.
MLLRelSrchRs_MType
MLLRelSrchRs_MType
is a message MType
element.
Contains:
AcctId
referencesAccountId_CType
Custom_CType
CommitSrchRecArray_AType
SrchMsgRsHdr_CType
Simple Elements
The following simple elements are contained within this message.
- CommitAcctId
- The account identification that is charged for fees from line of credit services.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
AcctId
AccountId_CType
is a complex
CType
element. This element contains the incoming account
identification information and any restrictions.
AcctId
references
AccountId_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.
- 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
CommitSrchRecArray_AType
CommitSrchRecArray_AType
is an array AType
element. This is an array of
responses for Multilevel Lending (MLL) search for the commitment records.
Contains:
CommitSrchRec_CType
CommitSrchRec_CType
CommitSrchRec_CType
is a complex CType
element.
Simple Elements
Contains:
Custom_CType
MasterSrchRecArray_AType
PersonName_CType
SvcPrvdInfo
referencesCommitSrchRec_EType
The following simple elements are contained within this complex.
- CommitAcctId
- The account identification that is charged for fees from line of credit services.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- LOCAmt
- The amount of the credit line.
- LOCAvlBal
- The outstanding available balance of the line of credit.
- LOCCode
- The code that defines the type of line of credit.
- LOCDesc
- The description of the code that defines the type of line of credit.
- LOCExpDt
- The line of credit expiration date.
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
MasterSrchRecArray_AType
MasterSrchRecArray_AType
is an array AType
element. This is an array of
responses for Multilevel Lending (MLL) search for the master loan records.
Contains:
MasterSrchRec_CType
MasterSrchRec_CType
MasterSrchRec_CType
is a complex CType
element.
Contains:
Custom_CType
MasterAcctId
referencesAccountId_CType
MasterLoanSrchRecArray_AType
PersonName_CType
SvcPrvdInfo
referencesMasterSrchRec_EType
TrancheSrchRecArray_AType
Simple Elements
The following simple elements are contained within this complex.
- CurBal
- The current balance.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- LOCAcctId
- The account identification that is charged for fees from line of credit services.
- LOCAmt
- The amount of the credit line.
- LOCAvlBal
- The outstanding available balance of the line of credit.
- LOCExpDt
- The line of credit expiration date.
- MatDt
- The maturity date.
- MultiLvlLndType
- Defines the multilevel lending type. Canonical values are:
- Commit
- Master
- Tranche
- PartIdNum
- The participation identification number.
- PrtcpCode
- The code that references the participation position of the loan.
- PrtcpDesc
- The description of the code that references the participation position of the loan.
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
MasterAcctId
AccountId_CType
is a complex
CType
element. This element contains the incoming account
identification information and any restrictions.
MasterAcctId
references
AccountId_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.
- 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
MasterLoanSrchRecArray_AType
MasterLoanSrchRecArray_AType
is an array AType
element. This is an array of
responses for Multi Level Lending (MLL) search for loan records.
Contains:
MasterLoanSrchRec_CType
MasterLoanSrchRec_CType
MasterLoanSrchRec_CType
is a complex CType
element.
Contains:
MasterLoanRmkArray
referencesRmk_AType
MasterLoanRmkArray
Rmk_AType
is an array
AType
element. This is an array of application or user
remarks in free form text.
MasterLoanRmkArray
references Rmk_AType
.Contains:
RmkInfo_CType
RmkInfo_CType
RmkInfo_CType
is a complex
CType
element.
Simple Elements
The following simple elements are contained within this complex.
- Rmk
- Application or user remarks free-form text.
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.
TrancheSrchRecArray_AType
TrancheSrchRecArray_AType
is an array AType
element. This is an array of
responses for Multilevel Lending (MLL) search for the tranche records.
Contains:
TrancheSrchRec_CType
TrancheSrchRec_CType
TrancheSrchRec_CType
is a complex CType
element.
Contains:
Custom_CType
TrancheAcctId
referencesAccountId_CType
PersonName_CType
SvcPrvdInfo
referencesTrancheSrchRec_EType
TrancheRmkArray
referencesRmk_AType
Simple Elements
The following simple elements are contained within this complex.
- CurBal
- The current balance.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- LOCAcctId
- The account identification that is charged for fees from line of credit services.
- LOCAmt
- The amount of the credit line.
- LOCAvlBal
- The outstanding available balance of the line of credit.
- LOCCustId
- The customer identification for lines of credit.
- LOCExpDt
- The line of credit expiration date.
- MatDt
- The maturity date.
- MultiLvlLndType
- Defines the multilevel lending type. Canonical values are:
- Commit
- Master
- Tranche
- PartIdNum
- The participation identification number.
- PrtcpCode
- The code that references the participation position of the loan.
- PrtcpDesc
- The description of the code that references the participation position of the loan.
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
MasterAcctId
AccountId_CType
is a complex
CType
element. This element contains the incoming account
identification information and any restrictions.
MasterAcctId
references
AccountId_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.
- 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
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.
TrancheAcctId
AccountId_CType
is a complex
CType
element. This element contains the incoming account
identification information and any restrictions.
TrancheAcctId
references AccountId_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.
- 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
TrancheRmkArray
Rmk_AType
is an array
AType
element. This is an array of application or user
remarks in free form text.
TrancheRmkArray
references Rmk_Atype
.
Contains:
RmkInfo_CType
RmkInfo_CType
RmkInfo_CType
is a complex
CType
element.
Simple Elements
The following simple elements are contained within this complex.
- Rmk
- Application or user remarks free-form text.
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.
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
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.