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Customer Relationship Management Customer Search

Enterprise SOAP API > API by Reference > Customer Relationship Management > Customer Relationship Management Customer Search

Customer Relationship Management Customer Search

Customer Relationship Management Customer Search is a jXchange service designed to provide demographic information as related to a CRM customer and/or account identification.

Message Flow

In jXchange, the Customer Relationship Management Customer Search service uses a typical exchange of MType messages to search for and provide demographic information related to a CRM customer or account identification.

Primary Request

The third-party consumer forwards the CRMCustSrchRq_MType message to the service provider. The message contains:

  • FirstName
  • LastName
  • PhoneNum
  • TaxId

Primary Response

The service provider returns the CRMCustSrchRs_MType message to the third-party consumer. The message contains:

  • FirstName
  • LastName
  • PhoneNum
  • TaxId

Customer Relationship Management Customer Search Behavior

The Customer Relationship Management (CRM) Customer Search request message, CRMCustSrchRq_MType, contains a documented choice statement where the elements in the root are optional, but at least one of the elements is required. The AccountId_CType complex, TaxId element, FirstName element, LastName element, and PhoneNum element are available in the request.

The TaxId, FirstName, LastName, and PhoneNum elements support a limited set of wild-card searches.

The TaxId element's Search attribute supports ~Exact~, ~StartsWith~, and ~EndsWith~. The default is ~Exact~.

The FirstName and LastName elements' Search attribute supports ~Exact~, ~StartsWith~, ~EndsWith~, and ~Contains~. The default is ~Exact~.

The PhoneNum element's Search attribute supports ~Exact~, ~EndsWith~, and ~Contains~. The default is ~Exact~.

The Customer Relationship Management (CRM) Customer Search response message, CRMCustSrchRs_MType, echoes the requested elements.

The service provider cannot apply user accessibility policies when the consumer does not include the end-user credentials.

The CRMCustSrchArray_AType array returns all the items related to the CRM search requested documented choices.

CRMCustSrchRq_MType

CRMCustSrchRq_MType is a message MType element.

Contains:

  • AccountId_CType
  • Custom_CType
  • IncXtendElemArray_AType
  • SrchMsgRqHdr_CType

Simple Elements

The following simple elements are contained within this message.

CRMOffCode
The code assigned to the CRM officer. This element is Open Enumerated to allow for display of a listing of all officer values. It includes the OvrrdInstRtId attribute. There is one canonical value used to identify the current user without having to find the current user's name in the officer list. If CRMOffCode is populated with CurUsr, the provider looks to the subject name in the IMS token to identify the officer. The canonical value is:
  • CurUsr
FirstName
The first name.
LastName
The last name.
PhoneNum
The phone number.
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. 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 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.

CRMCustSrchRs_MType

CRMCustSrchRs_MType is a message MType element.

Contains:

  • AccountId_CType
  • CRMCustSrchArray_AType
  • Custom_CType
  • SrchMsgRsHdr_CType

Simple Elements

The following simple elements are contained within this message.

CRMOffCode
The code assigned to the CRM officer. This element is Open Enumerated to allow for display of a listing of all officer values. It includes the OvrrdInstRtId attribute. There is one canonical value used to identify the current user without having to find the current user's name in the officer list. If CRMOffCode is populated with CurUsr, the provider looks to the subject name in the IMS token to identify the officer. The canonical value is:
  • CurUsr
FirstName
The first name.
LastName
The last name.
PhoneNum
The phone number.
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

CRMCustSrchArray_AType

CRMCustSrchArray_AType is an array AType element. This is an array of responses for the Customer Relationship Management customer search.

Contains:

  • CRMCustSrchRec_CType

CRMCustSrchRec_CType

CRMCustSrchRec_CType is a complex CType element.

Contains:

  • AccountId_CType
  • CRMClientId
  • CRMCustSrchCustom references Custom_CType
  • PersonName_CType
  • x_CRMAddrArray
Simple Elements

The following simple elements are contained within this complex.

BirthDt
The date of birth.
CRMOffCode
The code assigned to the CRM officer. This element is Open Enumerated to allow for display of a listing of all officer values. It includes the OvrrdInstRtId attribute. There is one canonical value used to identify the current user without having to find the current user's name in the officer list. If CRMOffCode is populated with CurUsr, the provider looks to the subject name in the IMS token to identify the officer. The canonical value is:
  • CurUsr
CRMRelCode
The code that describes the relationship a customer is to an account.
CRMRelDesc
The description of the code that describes the relationship a customer is to an account.
CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
CustProfCode

The code related to the profitability of a customer.

Note: This element is now included in the CRM Customer Inquiry Response. This element deprecates on effective date 2026-01-01.
CustProfDesc

The description of the code related to the profitability of a customer.

Note: This element is now included in the CRM Customer Inquiry Response. This element deprecates on effective date 2026-01-01.
CustSatfCode

The code related to the level of satisfaction of the customer.

Note: This element is now included in the CRM Customer Inquiry Response. This element deprecates on effective date 2026-01-01.
CustSatfDesc

The description of the code related to the level of satisfaction of the customer.

Note: This element is now included in the CRM Customer Inquiry Response. This element deprecates on effective date 2026-01-01.
HouseHoldProfCode

The code related to the profitability of a household that could extend further than a single customer.

Note: This element is now included in the CRM Customer Inquiry Response. This element deprecates on effective date 2026-01-01.
HouseHoldProfDesc

The description of the code related to the profitability of a household which could extend further than a single customer.

Note: This element is now included in the CRM Customer Inquiry Response. This element deprecates on effective date 2026-01-01.
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
CRMClientId_CType

CRMClientId_CType is a complex CType element.

Contains:

  • Custom_CType
Simple Elements

The following simple elements are contained within this message.

CRMClientId
The identifier attached to a CRM client.
CRMClientIdType

Identifies the type of CRM client. Canonical values are:

  • Exst
  • Pot

The default value is Exst.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CRMCustSrchCustom

Custom_CType is a complex CType element.

CRMCustSrchCustom references Custom_CType.

This element is optional.

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.
x_CRMAddrArray_AType

x_CRMAddrArray_AType is an array AType element. This element is an array of addresses as related to a CRM entity.

Contains:

  • CRMAddrRec_CType
CRMAddrRec_CType

CRMAddrRec_CType is a complex CType element.

Contains:

  • Custom_CType
  • CRMAddr references Addr_CType
Simple Elements

The following simple elements are contained within this complex.

CRMAddrType
The type of address for a CRM entity. Canonical values are:
  • All
  • Bil
  • Prim
  • Purch
  • Shipping
Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CRMAddr

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

CRMAddr 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 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.

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 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 Wed Nov 8 2023