Account Search
Overview
AcctSrch
This operation allows you to search for customer-related accounts to provide information to a customer.
Behavior
Use the AcctSrch operation to search for a matching customer record by sending in the following elements on the request:
PersonName
(Person Name) - This element is a complex element that contains name information. The following simple elements are in this complex element:ComName
(Common Name) - This name is the full text name. For example, John Doe.FirstName
(First Name)LastName
(Last Name)Middle Name
(Middle Name)
TaxID
(Tax Identifier)CustID
(Customer Identifier)
In the operation, some customers may not have Social Security or Tax
Identification numbers stored in the core system. For example, foreign customers may not
have SSN/TIN information. If SSN/TIN information is not available, other search criteria may
be used in its place (PersonName
, CustId
). You can use
additional filtering after reviewing the response elements.
Within the request, the following elements have the SrchType
attribute
available:
AcctID
-SrchType
attribute canonical values:StartsWith
,Contains
FirstName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
,Contains
ComName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
,Contains
LastName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
,Contains
MiddleName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
,Contains
PhoneNum
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
,Contains
TaxId
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
,Contains
XPath Elements
XPath Elements
For this business service, certain template fields, or XPath elements, are sent in on the request and corresponding elements are returned in the response.
The following tables list the elements that you send on the request and what is sent back in the response. Each table also includes any pertinent notes, such as element values or whether it is required for input.
XPath Element | File/Field | Description | Notes |
---|---|---|---|
MaxRec | JHFREFAPI.MAXREC | Maximum Records | N/A |
Cursor | JHFREFAPI.BEGREC | Beginning Record | N/A |
CustID | CFACCT.CFCIF# | Customer Number | N/A |
AcctType | CFACCT.CFATYP | Account Type | N/A |
AvlBalCalcCode | DDMAST.MSAVLTAB1 | Available Balance Table | N/A |
PhoneNum | N/A | Phone Number | N/A |
PhoneNum.SrchType | N/A | Phone Number Search Type | N/A |
ComName | CFMAST.CFNA1 | Customer Name | N/A |
ComName.SrchType | N/A | Full Name Search Type | N/A |
FirstName | CFMAST.CFFNA | Customer First Name | N/A |
FirstName.SrchType | N/A | First Name Search Type | N/A |
MiddleName | CFMAST.CFMNA | Customer Middle Name | N/A |
MiddleName.SrchType | N/A | Middle Name Search Type | N/A |
LastName | CFMAST.CFLNA | Customer Last Name | N/A |
LastName.SrchType | N/A | Last Name Search Type | N/A |
TaxID | N/A | Tax ID Number | N/A |
TaxID.SrchType | N/A | Tax ID Search Type | N/A |
AcctId | N/A | Account Number | N/A |
AcctId.SrchType | N/A | Account Number Search Type | N/A |
XtendElem | N/A | Inquiry Filter 1 | Canonical |
AvlBalCalcCode | DDPAR2.P2AVLTAB | Available Balance Table | N/A |
BrandCode | JHBRAND.MBCODE | Brand Code | N/A |
XPath Element | File/Field | Description | Notes |
---|---|---|---|
| JHFREFAPI.SENTREC | Number Sent Records | N/A |
| JHFREFAPI.MOREREC | More Recs? | N/A |
| JHFREFAPI.NEXTREC | Next Record | N/A |
| JHFREFAPI.TOTRECS | Total Number of Records Exist | N/A |
| N/A | User Access Level | Canonical
|
| N/A | User Access Account Level | Canonical
|
| CFACCT.CFACC# | Account Number | N/A |
| CFACCT.CFACC# | Masked Account | N/A |
| CFACCT.CFATYP | Account Type | N/A |
| CFACCT.CFCIF# | Customer Number | N/A |
| N/A | Product Code | N/A |
| N/A | Product Description | N/A |
| CFMAST.CFSSNO | Tax ID Number | N/A |
| N/A | Tax ID | N/A |
| DDMAST.CBAL | Current Balance | N/A |
| N/A | User Access Current Balance Level | N/A |
| N/A | Status | N/A |
| N/A | Account Status | N/A |
| CFACCT.CFRELA | Relationship | N/A |
| CFPAR1.CP1DSC | Description | N/A |
| DDMAST.ABAL | Available Balance 1 | N/A |
| N/A | Available Balance Attribute 1-11 | N/A |
| LNMAST.CURPO | Current Month Payoff | N/A |
| LNMAST.NPDT | Next Payment Due Date | N/A |
| LNMAST.PMTAMT | Payment Amount | N/A |
| LNMAST.PMTAMT | Payment Amount Due | N/A |
| LNMAST.MATDT | Maturity Date | N/A |
| CDMAST.PLAN | IRA Plan Code | N/A |
| CDPAR6.P6DESC | IRA Plan Code Description | N/A |
| DDMAST.COLECT | Collected Balance | N/A |
| N/A | Phone Number | N/A |
| N/A | Phone Description | N/A |
| CFMAST.CFHPHO | Home Phone | N/A |
| CFMAST.CFNA1 | Customer Name | N/A |
| N/A | Condition Array 1- 22 | There are 22 total elements available to enter information into. |
| CFMAST.CFSSCD | TIN Type | N/A |
| DDMAST.ABAL | Available Balance 2 | N/A |
| N/A | Available Balance Attribute 1-11 | There are 11 total elements available to enter information into. |
| JHBRAND.MBCODE | Brand Code | N/A |
| JHBRAND.MBNAME | Brand Name | N/A |
| LNMAST.CURPO | Current Month Payoff | N/A |
| LNMAST.NPDT | Next Payment Due Date | N/A |
| LNMAST.PMTAMT | Payment Amount | N/A |
| LNMAST.PMTAMT | Payment Amount Due | N/A |
| LNMAST.MATDT | Maturity Date | N/A |
| CFACCT.CFCIF# | Customer Number | N/A |
| N/A | Account Type | N/A |
| CFMAST.CFNA1 | Customer Name | N/A |
| N/A | Full Name Restraint | N/A |
| CFMAST.CFFNA | Customer First Name | N/A |
| N/A | First Name Restraint | N/A |
| CFMAST.CFMNA | Customer Middle Name | N/A |
| N/A | Middle Name Restraint | N/A |
| CFMAST.CFLNA | Customer Last Name | N/A |
| N/A | Last Name Restraint | N/A |
| N/A | Tax ID Number | N/A |
| N/A | Tax ID Restraint | N/A |
| N/A | Account Number Restraint | N/A |
| DDPAR2.P2AVLTAB | Available Balance Table (Echo) | N/A |
Validations
Validations
Within the response, specific validations can appear in the response if incorrect or different information than what is required is sent in the request.
The following table lists the errors that can be returned and includes what prompts the validation to occur.
Code | Element | System Message | Validation Trigger |
---|---|---|---|
11 | Cursor | Beginning record cannot be negative | Presents when the value in this element is less than zero. |
45 | TaxId | Numeric data is not valid | Presents when the value entered in this element is not numeric. |
45 | AcctId | Numeric data is not valid | Presents when the value entered in this element is not numeric. |
48 | MaxRec | Maximum records must be greater than zero and less than or equal to 4000 | Presents when the value entered in this element is negative or greater than 4000. |
5056 | AvlBalCalcCode | Invalid available balance table | Presents when the available balance table sent in the request is not valid. |
5056 | AvlBalCalcCode | Invalid available balance table | Presents when the available balance table sent in the request is not valid. |
400028 | CustId | Customer not found | Presents when the value entered in this element returns no results. |
The following table lists the warnings that can be returned and includes what prompts the validation to occur.
Code | Element | System Message | Validation Trigger |
---|---|---|---|
49 | AcctId | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
49 | CustId | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
49 | TaxId | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
49 | PhoneNum | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
49 | ComName | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
49 | LastName | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
49 | AcctId | No records match selection criteria | Presents when the request is valid but no match is found in the core files. |
Service Dictionary
Service Dictionary
Service Dictionary Search provides consumers a service that can convey a service provider's element XSD path, requirements, default values, open enumerated canonical values, help/knowledge content, and fault codes per operation.
Within the SvcDictSrch
operation, you can send
AcctSrch in the SvcDictName
element and
Rq or Rs in the SvcDictType
element. Within the response, SvcDictSrch
returns all mapped elements,
including any newly mapped elements, and any elements that have specific allowed values. The
following table lists the response information for elements with specified allowed values.
Element Name | Field Value (ElemCanocVal) | Field Description (ElemCanocValDesc) | CanocValDetail | CanocValText |
---|---|---|---|---|
AvlBalCalcCode | N/A | N/A | No | Subtract Float |
AvlBalCalcCode | N/A | N/A | Yes | Subtract Holds |
AvlBalCalcCode | N/A | N/A | No | Add Accrued Interest |
AvlBalCalcCode | N/A | N/A | No | Add OD Protection |
AvlBalCalcCode | N/A | N/A | No | Include Sweep with Parameters |
AvlBalCalcCode | N/A | N/A | No | Include Sweep without Parameters |
AvlBalCalcCode | N/A | N/A | Yes | Use Sweep Rel Bal |
AvlBalCalcCode | N/A | N/A | No | Add OD Limit |
AvlBalCalcCode | N/A | N/A | Yes | Add Bounce Protection |
AvlBalCalcCode | N/A | N/A | No | Include Investment Balance |
AvlBalCalcCode | N/A | N/A | Yes | Add Next Day Memo Credits |
AvlBalCalcCode | N/A | N/A | Yes | Subtract Next Day Memo Debits |
AvlBalCalcCode | 1 | Basic Balance Cal Table | N/A | N/A |
AvlBalCalcCode | 2 | Vertex Available Balance | N/A | N/A |
AvlBalCalcCode | 3 | NT Default Parameter | N/A | N/A |
AvlBalCalcCode | 4 | PassPort Authorization 0004 | N/A | N/A |
AvlBalCalcCode | 5 | PassPort Receipt 0005 | N/A | N/A |
AvlBalCalcCode | 6 | NTwith Bounce Protection | N/A | N/A |
AvlBalCalcCode | 7 | PassPort Alternate Auth Table | N/A | N/A |
AvlBalCalcCode | 8 | PassPort Alternate Auth Table | N/A | N/A |
AvlBalCalcCode | 9 | IVR Balance | N/A | N/A |
AvlBalCalcCode | 10 | PassPort Alternate Auth Table | N/A | N/A |
AvlBalCalcCode | 9990 | Real Time Sweep and ODP Available | N/A | N/A |
XtendElem | x_AcctBenf | N/A | N/A | N/A |
XtendElem | x_ACHHistSrchRec | N/A | N/A | N/A |
XtendElem | x_BusDetail | N/A | N/A | N/A |
XtendElem | x_CondNotInfoRec | N/A | N/A | N/A |
XtendElem | x_DepAcctInfo | N/A | N/A | N/A |
XtendElem | x_DepBalDtInfo | N/A | N/A | N/A |
XtendElem | x_DepInfoRec | N/A | N/A | N/A |
XtendElem | x_DepNSFODInfo | N/A | N/A | N/A |
XtendElem | x_DepRateIntInfo | N/A | N/A | N/A |
XtendElem | x_DepRegRptInfo | N/A | N/A | N/A |
XtendElem | xDeptStmtInfo | N/A | N/A | N/A |
N/A | x_DepTaxInfo | N/A | N/A | N/A |
XtendElem | x_EscrwAnlys | N/A | N/A | N/A |
XtendElem | x_EscrwFldInsurArray | N/A | N/A | N/A |
XtendElem | x_EscrwPayeeArray | N/A | N/A | N/A |
XtendElem | x_EscrwPmtBal | N/A | N/A | N/A |
XtendElem | x_EFTCardBlkTrnArray | N/A | N/A | N/A |
XtendElem | x_EFTCardCntryArray | N/A | N/A | N/A |
XtendElem | x_EFTCardHist | N/A | N/A | N/A |
XtendElem | x_EFTCardHistSrchRec | N/A | N/A | N/A |
XtendElem | x_EFTCardMailAddrInfo | N/A | N/A | N/A |
XtendElem | x_EFTCardTrvInfo | N/A | N/A | N/A |
XtendElem | x_FinInstInfoProcRec | N/A | N/A | N/A |
XtendElem | x_IdVerify | N/A | N/A | N/A |
XtendElem | x_IntentAccessInfoRec | N/A | N/A | N/A |
XtendElem | x_IntentCashMgmtInfoRec | N/A | N/A | N/A |
XtendElem | x_IntentInfoRec | N/A | N/A | N/A |
XtendElem | x_IntentValidXferInforRec | N/A | N/A | N/A |
XtendElem | x_IntentXferInfoRec | N/A | N/A | N/A |
XtendElem | x_LnAcctInfo | N/A | N/A | N/A |
XtendElem | x_LnBalDtInfo | N/A | N/A | N/A |
XtendElem | x_LnDlrInfo | N/A | N/A | N/A |
XtendElem | x_LnInfoRec | N/A | N/A | N/A |
XtendElem | x_LnMtgInfo | N/A | N/A | N/A |
XtendElem | x_LnPastDueInfo | N/A | N/A | N/A |
XtendElem | x_LnPmtInfo | N/A | N/A | N/A |
XtendElem | x_LnProtInfo | N/A | N/A | N/A |
XtendElem | x_LnRateInfo | N/A | N/A | N/A |
XtendElem | x_LnRealEstateInfo | N/A | N/A | N/A |
XtendElem | x_LnRegRptInfo | N/A | N/A | N/A |
XtendElem | x_LnRenExtInfo | N/A | N/A | N/A |
XtendElem | x_LnStopInfo | N/A | N/A | N/A |
XtendElem | x_LnUnitAcctInfo | N/A | N/A | N/A |
XtendElem | x_LnUnitBalDtInfo | N/A | N/A | N/A |
XtendElem | x_LnUnitInfoRec | N/A | N/A | N/A |
XtendElem | x_LnUnitPmtInfo | N/A | N/A | N/A |
XtendElem | x_LnUnitProtInfo | N/A | N/A | N/A |
XtendElem | x_LnUnitRateInfo | N/A | N/A | N/A |
XtendElem | x_LnUnitRenExtInfo | N/A | N/A | N/A |
XtendElem | x_PersonName | N/A | N/A | N/A |
XtendElem | x_PlnTaxInfo | N/A | N/A | N/A |
XtendElem | x_RegDetail | N/A | N/A | N/A |
XtendElem | x_SafeDepAcctInfo | N/A | N/A | N/A |
XtendElem | x_SafeDepInfoRec | N/A | N/A | N/A |
XtendElem | x_StmtDataHistSrchRec | N/A | N/A | N/A |
XtendElem | x_TaxDetail | N/A | N/A | N/A |
XtendElem | x_TaxPlnDist | N/A | N/A | N/A |
XtendElem | x_TimeDepAcctInfo | N/A | N/A | N/A |
XtendElem | x_TimeDepBalDtInfo | N/A | N/A | N/A |
XtendElem | x_TimeDepInfoRec | N/A | N/A | N/A |
XtendElem | x_TimeDepRateIntInfo | N/A | N/A | N/A |
XtendElem | x_TimeDepRegRptInfo | N/A | N/A | N/A |
XtendElem | x_TimeDepRenInfo | N/A | N/A | N/A |
XtendElem | x_TimeDepStmtInfo | N/A | N/A | N/A |
XtendElem | x_TimeDepTaxInfo | N/A | N/A | N/A |
XtendElem | x_TrckAcctInfoRec | N/A | N/A | N/A |
XtendElem | x_TrnTotArray | N/A | N/A | N/A |
XtendElem | x_UserDefInfoArray | N/A | N/A | N/A |
Rstr | Blank | N/A | N/A | N/A |
Rstr | Clear | N/A | N/A | N/A |
Rstr | Hid | N/A | N/A | N/A |
Rstr | No | N/A | N/A | N/A |
Rstr | NoAccess | N/A | N/A | N/A |
Rstr | NoAccessPart | N/A | N/A | N/A |
Rstr | ReadOnly | N/A | N/A | N/A |
Rstr | ReadOnlyPart | N/A | N/A | N/A |
Rstr | ReadWrite | N/A | N/A | N/A |
Rstr | ReadWritePart | N/A | N/A | N/A |
Rstr | Yes | N/A | N/A | N/A |
AccountId.Rstr | Blank | N/A | N/A | N/A |
AccountId.Rstr | Clear | N/A | N/A | N/A |
AccountId.Rstr | Hid | N/A | N/A | N/A |
AccountId.Rstr | No | N/A | N/A | N/A |
AccountId.Rstr | NoAccess | N/A | N/A | N/A |
AccountId.Rstr | NoAccessPart | N/A | N/A | N/A |
AccountId.Rstr | ReadOnly | N/A | N/A | N/A |
AccountId.Rstr | ReadOnlyPart | N/A | N/A | N/A |
AccountId.Rstr | ReadWrite | N/A | N/A | N/A |
AccountId.Rstr | ReadWritePart | N/A | N/A | N/A |
AccountId.Rstr | Yes | N/A | N/A | N/A |
Amt.Rstr | Blank | N/A | N/A | N/A |
Amt.Rstr | Clear | N/A | N/A | N/A |
Amt.Rstr | Hid | N/A | N/A | N/A |
Amt.Rstr | No | N/A | N/A | N/A |
Amt.Rstr | NoAccess | N/A | N/A | N/A |
Amt.Rstr | NoAccessPart | N/A | N/A | N/A |
Amt.Rstr | ReadOnly | N/A | N/A | N/A |
Amt.Rstr | ReadOnlyPart | N/A | N/A | N/A |
Amt.Rstr | ReadWrite | N/A | N/A | N/A |
Amt.Rstr | ReadWritePart | N/A | N/A | N/A |
Amt.Rstr | Yes | N/A | N/A | N/A |