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Customer Relationship Management Potential Sales Search

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

Customer Relationship Management Potential Sales Search

Customer Relationship Management Potential Sales Search is a jXchange service designed to provide a listing of potential sales opportunities related to a CRM customer.

Message Flow

In jXchange, the Customer Relationship Management Potential Sales Search service uses a typical exchange of MType messages to retrieve a list of potential sales opportunities related to a specific customer.

Primary Request

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

  • CustId
  • EndDt
  • StartDt
  • TaxId

Primary Response

The service provider returns the CRMPotSaleSrchRs_MType message to the third-party consumer. The message contains an echo of the requested elements.

Customer Relationship Management Potential Sales Search Behavior

The CRMPotSaleSrchRq_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 TaxId element are available at the root request.

The CRMPotSaleSrchRq_MType request message contains a documented filter statement that contains the optional elements StartDt and EndDt.

The Customer Relationship Management (CRM) Potential Sales Opportunities date search filters compare the PotSaleDt element found in the response.

A consumer request with a StartDt and without an EndDt returns all the qualified Customer Relationship Management (CRM) Potential Sales Opportunities 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) Potential Sales Opportunities 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) Potential Sales Opportunities records with a date equal to and greater than the StartDt and a date equal to and less than the EndDt.

The CRMPotSaleSrchRs_MType response message echoes the requested elements.

The CRMPotSaleSrchArray_AType array returns all the items related to the CRM Potential Sales Opportunities requested documented choices. The response is returned in last in, first out (LIFO) order.

The CRMPotSaleSrchRec_CType complex was constructed in a manner to support reuse of the CRMPotSaleInfoRec_CType complex for future addition and modification services. The CRMPotSaleSrchRec_CType complex contains the Rstr attribute.

The service provider must adhere to the established tenets for user accessibility policy. The service provider cannot apply user accessibility policies when the consumer does not include the end-user credentials.

CRMPotSaleSrchRq_MType

CRMPotSaleSrchRq_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.
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 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.

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
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.

CRMPotSaleSrchRs_MType

CRMPotSaleSrchRs_MType is a message MType element.

Contains:

  • AccountId_CType
  • CRMPotSaleSrchArray_AType
  • Custom_CType
  • SrchMsgRsHdr_CType

Simple Elements

The following simple elements are contained within this message.

CustId
The identifier attached to a customer.
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 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

CRMPotSaleSrchArray_AType

CRMPotSaleSrchArray_AType is an array AType element. This is an array of responses for the Customer Relationship Management potential sales opportunities search.

Contains:

  • CRMPotSaleSrchRec_CType

CRMPotSaleSrchRec_CType

CRMPotSaleSrchRec_CType is a complex CType element.

Contains:

  • AccountId_CType
  • CRMPotSaleInfoRec_CType
  • CRMPotSaleSrchCustom references Custom_CType
Simple Elements

The following simple elements are contained within this complex.

CustId
The identifier attached to a customer.
PotSaleDesc
The description of the potential sales opportunities.
PotSaleId
The identification assigned to a CRM potential sales opportunity.
TaxId
The tax identifier. It includes the 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
CRMPotSaleInfoRec_CType

CRMPotSaleInfoRec_CType is a complex CType element.

Contains:

  • Custom_CType
  • PotSaleProdArray_AType
Simple Elements

The following simple elements are contained within this complex.

EventCatCode
The code that conveys the category for an event.
PotSaleDt
The date a potential sales opportunity was created.
PotSaleSumRmk
Application or user remarks free form text.
Custom_CType

Custom_CType is a complex CType element.

This element is optional.

PotSaleProdArray_AType

PotSaleProdArray_AType is an array AType element. This is an array of related product responses for Customer Relationship Management Potential Sale Inquiry.

Contains:

  • PotSaleProdRecArray_CType
PotSaleProdRec_CType

PotSaleProdRec_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AcctType
The number or character that categorizes the AcctId.
AcctTypeDesc
A description of the account type. It includes the Rstr attribute.
CRMProdCode
The code that identifies a product type of account within an application.
CRMProdDesc
A description of the type of account. It includes the Rstr attribute.
CRMPotSaleSrchCustom

Custom_CType is a complex CType element.

CRMPotSaleSrchCustom 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 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
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.

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 Soap Header Fault 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 Mon Jan 24 2022