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Tax Plan Beneficiary Add Validate

Enterprise SOAP API > API by Reference > Core Services > Tax Plan Beneficiary Add Validate

Tax Plan Beneficiary Add Validate

Tax Plan Beneficiary Add Validate is a jXchange service designed to validate the created consumer's tax plan's beneficiary on a Service Provider by web services.

Message Flow

In jXchange, the Tax Plan Beneficiary Add Validate service uses a typical exchange of MType messages to validate the created consumer's tax plan's beneficiary on a Service Provider without creating a record.

Primary Request

The Third Party Consumer forwards the TaxPlnBenfAddValidateRq_MType message to the Service Provider. The message contains:

  • Custom_CType
  • TaxPlnBenfAddRq_MType

Primary Response

The Service Provider returns the TaxPlnBenfAddValidateRs_MType message to the Third Party Consumer. The message contains:

  • Custom_CType
  • MsgRsHdr_CType

This message also contains the RsStat simple element, which states the status of the request.

Tax Plan Beneficiary Add Validate Behavior

The Service Provider always performs the same processes for the validation and addition operations. The difference is that there are no records created in the respective database during the validation operation.

Do not confuse the validation operation with the certification operation, as the Service Provider continues to be stateless.

TaxPlnBenfAddValidateRq_MType

TaxPlnBenfAddValidateRq_MType is a message MType element.

Contains:

  • Custom_CType
  • TaxPlnBenfAddRq_MType

TaxPlnBenfAddRq_MType

TaxPlnBenfAddRq_MType is a message MType element.

Contains:

  • AccountId_CType
  • Benf_CType
  • Custom_CType
  • ErrOvrRdInfoArray_AType
  • MsgRqHdr_CType

Simple Elements

The simple elements contained within this message are listed below.

CustId
The identifier attached to a customer.
PlnCode
The service provider code that represents plan products for different plan types.
PlnType
Tax plan types as approved by the IRS. Valid plan types are:
  • EDU=Educational IRA
  • HSA=Health Savings
  • IRA = Regular IRA
  • MSA=Medical Savings
  • QRP=Keogh
  • RCV=ROTH Conversion
  • RTH=ROTH Retirement
  • SEP=Simplified Employer Plan
  • SIM=Simple Retirement

Canonical values are:

  • EDU
  • HSA
  • IRA
  • MSA
  • QRP
  • RCV
  • RTH
  • SEP
  • SIM

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

Benf_CType

Benf_CType is a complex CType element.

Contains:

  • BenfAddr references Addr_CType
  • BenfName references PersonName_CType
Simple Elements

The following simple elements are contained within this complex.

BenfAge
The age of the beneficiary.
BenfBirthDt
The beneficiary date of birth.
BenfCustId
The customer ID for the beneficiary.
BenfDeceasedDt
The beneficiary date of death.
BenfDesigId
An identification provided to each beneficiary that designates primary and contingent beneficiaries.
BenfDistAmt
The amount distributed to the beneficiary.
BenfFedWith
The amount of federal taxes withheld from the distribution.
BenfGender
The gender of the beneficiary. Canonical values are:
  • Female
  • Male
  • Other
BenfIncMail
Answers the question: Should the beneficiary name appear on any tax plan mailings?
BenfPctDist
The percentage of the proceeds the beneficiary is entitled to.
BenfSpousCode
The beneficiary spousal code.
BenfStateWith
The amount of state taxes withheld from the distribution.
BenfTaxId
The beneficiary tax identifier (numeric, 9 digits).
BenfAddr

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

BenfAddr references Addr_CType.

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.
FornAddr
Is this a foreign address? Where 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 2 alpha long 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.
BenfName

PersonName_CType is a complex CType element. It contains name information. This complex is optional.

BenfName references PersonName_CType.

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.

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.

ErrOvrRdInfoArray_AType

ErrOvrRdInfoArray_AType is an array AType element. This is an array of overrides for faults.

Contains:

  • ErrOvrRd_CType
ErrOvrRd_CType

ErrOvrRd_CType is a complex CType element. This element is used to override errors created in a previous request. This element is optional.

Simple Elements

The following simple elements are contained within this complex.

ErrCode
The Soap Header Fault error code.

MsgRqHdr_CType

MsgRqHdr_CType is a complex CType element. This is the default message request 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.
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 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
AuthenUserId
This element deprecates in three years in accordance with XSD contract tenets. Effective date: 2012–01–01. The new complex element for user authentication credentials was added to 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.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

TaxPlnBenfAddValidateRs_MType

TaxPlnBenfAddValidateRs_MType is a message MType element.

Contains:

  • Custom_CType
  • MsgRsHdr_CType

Simple Elements

The simple elements contained within this message are listed below.

RsStat
The status of the response. Canonical values are:
  • Fail
  • Success

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

MsgRsHdr_CType

MsgRsHdr_CType is a complex CType element. This is the default message response header.

Contains:

  • jXchangeHdr_CType
  • MsgRecInfoArray_AType

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 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
AuthenUserId
This element deprecates in three years in accordance with XSD contract tenets. Effective date: 2012–01–01. The new complex element for user authentication credentials was added to 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.
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Last updated Mon Jan 24 2022