Customer Relationship Management (CRM) Market Campaign Search
Customer Relationship Management Market Campaign Search
Customer Relationship Management (CRM) Market Campaign Search is a jXchange service designed to provide a listing of campaigns as related to a CRM customer.
Message Flow
In jXchange, the CRM Market Campaign Search service uses a typical exchange of
MType
messages to list the campaigns related to a specific customer.
Primary Request
The third-party consumer forwards the CRMMktCmpgnSrchRq_MType
message to
the service provider. The message contains:
- CustId
- EndDt
- StartDt
- TaxId
Primary Response
The service provider returns the CRMMktCmpgnSrchRs_MType
message to the
third-party consumer. The message contains an echo of the requested simple elements.
Customer Relationship Management Market Campaign Search Behavior
The CRMMktCmpgnSrchRq_MType
request message contains a documented choice statement where the elements at the root are
optional, but at least one of the elements is required. The AccountId_CType
complex, CustId element, and the TaxId element
are available at the root request.
The request contains a documented filter statement that contains the optional elements StartDt and EndDt.
The Customer Relationship Management (CRM) Market Campaign date search filters compare the MktCmpgnDt element in the response.
A consumer request with a StartDt and without an EndDt returns all the qualified Customer Relationship Management (CRM) Market Campaign records with a date equal to and greater than the StartDt.
A consumer request with an EndDt and without a StartDt returns all the qualified Customer Relationship Management (CRM) Market Campaign records with a date equal to and less than the EndDt.
A consumer request with a StartDt and an EndDt returns all the qualified Customer Relationship Management (CRM) Market Campaign records with a date equal to and greater than the StartDt and a date equal to and less than the EndDt.
The CRMMktCmpgnSrchRs_MType
response message echoes the requested
elements.
The CRMMktCmpgnSrchArray_AType
array should return all the items related to
the CRM Market Campaign requested documented choices. The response should be returned in last
in, first out (LIFO) order.
The CRMMktCmpgnSrchRec_CType
complex was constructed in a manner to support
reuse of the CRMMktCmpgnInfoRec_CType
complex for future addition and
modification services.
CRMMktCmpgnSrchRq_MType
CRMMktCmpgnSrchRq_MType
is a message
MType
element.
Contains:
AccountId_CType
Custom_CType
SrchMsgRqHdr_CType
Simple Elements
The following simple elements are contained within this message.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- EndDt
- The date that designates the ending point for date selections.
- StartDt
- The date that designates the starting point for date selections.
- TaxId
- The tax identifier. It includes the
OvrrdInstRtId
,MaskVal
,Rstr
, andSrchType
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.
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.
CRMMktCmpgnSrchRs_MType
CRMMktCmpgnSrchRs_MType
is a message
MType
element.
Contains:
AccountId_CType
CRMMktCmpgnSrchArray_AType
Custom_CType
SrchMsgRsHdr_CType
Simple Elements
The following simple elements are contained within this message.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- EndDt
- The date that designates the ending point for date selections.
- StartDt
- The date that designates the starting point for date selections.
- TaxId
- The tax identifier. It includes the
OvrrdInstRtId
,MaskVal
,Rstr
, andSrchType
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
CRMMktCmpgnSrchArray_AType
CRMMktCmpgnSrchArray_AType
is an array AType
element. This is an array of responses for the
Customer Relationship Management marketing campaign activity search.
Contains:
CRMMktCmpgnSrchRec_CType
CRMMktCmpgnSrchRec_CType
CRMMktCmpgnSrchRec_CType
is a complex
CType
element.
Contains:
AccountId_CType
CRMMktCmpgnInfoRec_CType
CRMMktCmpgnSrchCustom
referencesCustom_CType
Simple Elements
The following simple elements are contained within this complex.
- CustId
- The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
- MktCmpgnDesc
- The description of the marketing campaign.
- MktCmpgnId
- The identification assigned to a CRM marketing campaign.
- TaxId
- The tax identifier. It includes the
OvrrdInstRtId
,MaskVal
,Rstr
, andSrchType
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
CRMMktCmpgnInfoRec_CType
CRMMktCmpgnInfoRec_CType
is a complex
CType
element.
Contains:
Custom_CType
Simple Elements
The following simple elements are contained within this complex.
- MktCmpgnCmnt
- A free format of comments as related to CRM activities and events.
- MktCmpgnDt
- The date a market campaign was created.
- MktCmpgnRecv
- Answers the question: Was the marketing campaign referral received
by the recipient? Canonical values are:
- false
- true
Custom_CType
Custom_CType
is a complex CType
element.
This element is optional.
CRMMktCmpgnSrchCustom
Custom_CType
is a complex CType
element.
CRMMktCmpgnSrchCustom
references Custom_CType
.
This element is optional.
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.