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Map customer identities to your existing system IDs.
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Mappings

Enterprise SOAP API > API by Reference > Core Services > Tax Plan Account Search > Providers > CIF2020 > Mappings
Request JHFREFAPI MAXREC Maximum Records SrchMsgRqHdr.MaxRec 6 Integer BEGREC Beginning Record SrchMsgRqHdr.Cursor CDPLAN ICIFNO CIF Number CustId 7 NA String CFACCT CFACC# Account number AccountId.AcctId 16 CFATYP Account type AccountId.AcctType 1 Customer First Name PersonName.FirstName 20 Customer Last Name PersonName.LastName CFMAST CFSSNO Tax ID number TaxId 9 PLAN IRA plan Code PlnCode 3 Response SENTREC Number Sent Recs SrchMsgRsHdr.SentRec MOREREC More Recs? SrchMsgRsHdr.MoreRec NEXTREC Next Record SrchMsgRsHdr.Cursor TOTRECS Total # Recs Exist SrchMsgRsHdr.TotRec 15 8 CDMAST ACCTNO Account Number PlnAcctSrchRecArray.PlnAcctSrchRec.PlnAcctId 11 ACTYPE Account Type PlnAcctSrchRecArray.PlnAcctSrchRec.PlnAcctType TYPE C.D. Type Code PlnAcctSrchRecArray.PlnAcctSrchRec.ProdCode 2 CDIOUT ODESC Description PlnAcctSrchRecArray.PlnAcctSrchRec.ProdDesc 40 CBAL Current Balance PlnAcctSrchRecArray.PlnAcctSrchRec.CurBal ACCINT Accrued Interest PlnAcctSrchRecArray.PlnAcctSrchRec.AccrInt 13 5 YTDINT Year to Date Interest PlnAcctSrchRecArray.PlnAcctSrchRec.YTDInt ISSDT7 Date Issued PlnAcctSrchRecArray.PlnAcctSrchRec.OpenDt MATDT7 Maturity Date PlnAcctSrchRecArray.PlnAcctSrchRec.MatDt RATE Interest Rate PlnAcctSrchRecArray.PlnAcctSrchRec.IntRate
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Last updated Fri Dec 13 2024