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Customer Relationship Management Prospect Modification

Enterprise SOAP API > API by Reference > Customer Relationship Management > Customer Relationship Management Prospect Modification

Customer Relationship Management Prospect Modification

Customer Relationship Management Prospect Modification is a jXchange service designed to modify CRM prospects.

Message Flow

In jXchange, the Customer Relationship Management Prospect Modification service uses a typical exchange of MType messages to modify a CRM prospect.

Primary Request

The third-party consumer forwards the CRMProspModRq_MType message to the service provider. The message contains the following simple elements:

  • ActIntentKey
  • CRMProspId
  • Dlt

Primary Response

The service provider returns the CRMProspModRs_MType message to the third-party consumer. The message contains the RsStat simple element, which is the status of the request.

Customer Relationship Management Prospect Modification Behavior

The CRM Prospect ID (CRMProspId) simple element is always required.

Scenario 1:

This is a normal CRMProspMod – Prospect Modification.

  • CRMProspId and specific CRMProspInfoRec_CType simple elements are populated.
  • Dlt is set to False.

Scenario 2:

This is a normal CRMProspMod – Delete.

  • CRMProspId is populated.
  • Dlt is set to True.

Scenario 3:

This acts as a merge of two like prospects. CRMProspId is merged into CRMTgtProspId. CRMProspId is deleted.

  • CRMProspId and CRMTgtProspId are populated.
  • Dlt is set to True.

Scenario 4:

This acts as a merge of a prospect into a client record. CRMProspId is merged into a client identified by TaxId, CustId, and CRMRelCode. CRMProspId is deleted.

  • CRMProspId and TaxId, CustId, and CRMRelcode are populated.
  • Dlt is set to True.

CRMProspInfoRec_CType

CRMProspInfoRec_CType is a complex CType element.

Contains:

  • Addr_CType
  • CRMOffArray_AType
  • CRMOptInfoArray_AType
  • CRMProspPfArray references UserDefInfoArray_AType
  • Custom_CType
  • EmailArray_AType
  • PersonName_CType
  • PhoneArray_AType

Simple Elements

The following simple elements are contained within this complex.

BirthDt
The date of birth.
CustType
The customer type. Examples include business or individual. Canonical values are:
  • Bus
  • Indv
EmplName
The employer name.
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
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.

Addr_CType

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

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.

CRMOffArray_AType

CRMOffArray_AType is an array AType element. This is an array of officers for the Customer Relationship Management service.

Contains:

  • CRMOffRec_CType

CRMOffRec_CType

CRMOffRec_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

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 values are:
  • CurUsr
  • OvrrdInstRtId
CRMOffDesc
The description of the code assigned to the CRM officer.
CRMOffCodeText
The text that describes the proceeding elements for the CRM officer array.

CRMOptInfoArray_AType

CRMOptInfoArray_AType is an array AType element. This is an array of prospect opt out codes and descriptions.

Contains:

  • CRMOptInfo_CType

CRMOptInfo_CType

CRMOptInfo_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

OptCode
The opt-out code.
OptDesc
The description of the opt-out code.

CRMProspPfArray

UserDefInfoArray_AType is an array AType element. This is an array of UserDefInfo simple elements used to describe user-defined information.

CRMProspPfArray references UserDefInfoArray_AType.

Contains:

  • UserDefInfo_CType

UserDefInfo_CType

UserDefInfo_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

OvrrdInstRtId
Describes the institution routing number or bank number/location used to override the InstRtId found in a message header.
UserDefCode
The code that represents the answer to the UserDefTxt.
UserDefDesc
The description of what the UserDefCode represents.
UserDefDt
A date field that has a relationship with the UserDefTxt or UserDefCode.
UserDefInfo1
Additional information that may accompany any of the user supplied codes.
UserDefInfo2
Additional information that may accompany any of the user supplied codes.
UserDefInfo3
Additional information that may accompany any of the user supplied codes.
UserDefTxt
User Defined Text is part of a matched pair array that describes the proceeding elements.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

EmailArray_AType

EmailArray_AType is an array AType element. This is an array used to define email contact information.

Contains:

  • EmailInfo_CType

EmailInfo_CType

EmailInfo_Ctype is a complex CType element. This element is optional.

Simple Elements

The following simple elements are contained within this complex.

EmailAddr
Email address.
EmailType
Email type. Examples: Home, Work, Statement, Notice. Canonical values are:
  • Prim
  • Secd
  • OLB

EmailType is a hybrid open enumeration.

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.

PhoneArray_AType

PhoneArray_AType is an array AType element. This array contains one or more PhoneInfo_CType complexes to define phone contact information. This array is optional.

Contains:

  • PhoneInfo_CType

PhoneInfo_CType

PhoneInfo_CType is a complex CType element. It contains basic phone contact information. This complex is optional.

Contains:
  • MobPhoneInfo_CType
Simple Elements

The following simple elements are contained within this complex.

ConEndTime
The Greenwich Mean time when contact availability ends.
ConStartTime
The Greenwich Mean time when contact availability starts.
PhoneExt
The phone extension.
PhoneNumDsp
Phone Number Display, based on format codes which may include special formatting. Examples include:
  • (XXX)XXX-XXXX
  • XXX-XXX-XXXX
  • XXX/XXX/XXXX
  • XXX.XXX.XXXX
  • XXX-XXX-XXXXXX
  • XXXXX-XXX-XXX-XXXX
PhoneNum
The phone number.
PhoneTime
Best phone usage time, day, or evening.
PhoneType
Phone type examples are: home, work, fax, cell. Canonical values are:
  • Home
  • SecdHome
  • Bus
  • SecdBus
  • HomeCell
  • BusCell
  • PersonalCell
  • HomeFax
  • BusFax
  • SecdBusCell

PhoneType is a hybrid open enumeration.

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.

BusSvcType
The business service type used to convey certain Add and Mod message handling. The canonical value is NoValidate.
ErrCode
The error code.

MrgTgt

MrgCRMProspInfoRec_CType is a complex CType element.

MrgTgt references MrgCRMProspInfoRec_CType.

Contains:

  • Custom_CType

Simple Elements

The following simple elements are contained within this complex.

CRMRelCode
The code that describes the relationship a customer is to an account.
CRMTgtProspId
The identification assigned to a CRM prospect.
CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

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 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.

CRMProspModRs_MType

CRMProspModRs_MType is a message MType element.

Contains:

  • Custom_CType
  • MsgRsHdr_CType

Simple Elements

The following simple elements are contained within this message.

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 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 Mon Jan 24 2022