Customer Search
Overview
CustSrch
This operation allows you to retrieve individual customer details that exist in a provider’s application.
Behavior
Within the response, the CustSrch operation can be used to search for a matching customer record by passing in one of the following filters:
Element Name | Description |
---|---|
| A complex element containing name information. The simple elements within this complex are as follows:
|
| The tax identifier. |
Within the request, the following elements have the SrchType
attribute available:
SrchAddr
-SrchType
attribute canonical values:StartsWith
andContains
SrchCity
-SrchType
attribute canonical values:Exact
EmailAddr
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
, andContains
FirstName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
, andContains
ComName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
, andContains
LastName
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
, andContains
PhoneNum
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
, andContains
TaxID
-SrchType
attribute canonical values:Exact
,StartsWith
,EndsWith
, andContains
The CustSrch
response contains the CustId
element, which
can then be passed into the CustInq
to obtain the desired customer
information.
Without adequate filtering, more than one customer record may be returned from
a CustSrch
operation call. It is recommended that you specify as many
unique identifiers as possible to limit the results to a single customer record.
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 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 |
---|---|---|---|
| JHFREFAPI.MAXREC | Maximum Records | N/A |
| JHFREFAPI.BEGREC | Beginning Record | N/A |
| CFMAST.CFNA1 | Customer Name | N/A |
| N/A | Full Name Search Type | Uses the
|
| CFMAST.CFFNA | Customer First Name | N/A |
| N/A | First Name Search Type | Uses the
|
| CFMAST.CFMNA | Customer Middle Name | N/A |
| CFMAST.CFLNA | Customer Last Name | N/A |
| N/A | Last Name Search Type | Uses the
|
| N/A | Title Search | N/A |
| CFMAST.CFHPHO | Home Phone | N/A |
| N/A | Phone Number Search Type | Uses the
|
| CFACCT.CFACC# | Account Number | N/A |
| CFACCT.CFATYP | Account Type | N/A |
| CFMAST.CFSSNO | Tax ID Number | N/A |
| N/A | Tax ID Search Type | Uses the
|
| CFMAST.CFINDI | Individual | N/A |
| HBMAST.HBCID | NetTeller ID | N/A |
| N/A | Address Search | N/A |
| Address Search Type | Uses the
| |
| N/A | City Search | N/A |
| N/A | City Search Type | Uses the
|
| N/A | Address Search Category | Canonical
|
| CFMAST.CFSTAT | State | N/A |
| N/A | ZIP Code | N/A |
| CFMAST.CFEML1 | Email Address | N/A |
| N/A | Email Search Type | Uses the
|
| JHBRAND.MBCODE | Brand Code | N/A |
XPath Element | File/Field | Description | Notes |
---|---|---|---|
| JHFREFAPI.SENTREC | Number Sent Records | N/A |
| JHFREFAPI.MOREREC | More Records | N/A |
| JHFREFAPI.NEXTREC | Next Record | N/A |
| JHFREFAPI.TOTRECS | Total Number Records Exist | N/A |
| N/A | User Access Level | Canonical
|
| CFMAST.CFCIF# | Customer Number | N/A |
| CFMAST.CFNA1 | Customer Name | N/A |
| CFMAST.CFFNA | Customer First Name | N/A |
| CFMAST.CFMNA | Customer Middle Name | N/A |
| CFMAST.CFLNA | Customer Last Name | N/A |
| CFMAST.CFSFX | Customer Name Suffix | N/A |
| CFMAST.CFEXTTL | Title | N/A |
| CFMAST.CFSNME | Short Name | N/A |
| N/A | User Access Acct Level | Canonical
|
| CFACCT.CFACC# | Account Number | N/A |
| CFACCT.CFATYP | Account Type | N/A |
| CFMAST.CFHPHO | Home Phone | N/A |
| CFMAST.CFSSCD | Tax ID Type Code | N/A |
| CFMAST.CFSSNO | Tax ID Number | N/A |
| CFMAST.CFSSNO | Masked Tax ID Number | N/A |
| CFMAST.CFINDI | Individual | N/A |
| HBMAST.HBCID | NetTeller ID 1-10 | There are 10 total elements available for you to enter information into. |
| CFMAST.CFNA2 | Address Line 1-6 | There are six total elements available for you to enter information into. |
| CFMAST.CFNA2 | Street Address Line 1 | N/A |
| CFMAST.CFNA3 | Street Address Line 2 | N/A |
| CFMAST.CFCITY | City | N/A |
| JHSTAT.JHSTAN | State Name | N/A |
| CFMAST.CFSTAT | State | N/A |
| CFMAST.CFZIP | ZIP Code | N/A |
| CFMAST.CFZIPD | ZIP Code Delivery Point | N/A |
| CFMAST.CFFORC | Foreign Country | N/A |
| CFMAST.CFFORN | Foreign Address | N/A |
InvAddr | CFMAST.CFBADA | Insufficient Address | N/A |
| N/A | Address Search Category | Canonical
|
| CFMAST.CFEML1 | Email Address | N/A |
| N/A | Email Type | N/A |
| JHBRAND.MBCODE | Brand Code 1-20 | There are 20 total elements available for you to enter information into. |
| JHBRAND.MBNAME | Brand Name 1-20 | There are 20 total elements available for you to enter information into. |
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 error to occur.
Code | Element | System Message | Validation Trigger |
---|---|---|---|
1 | AcctId | Account not found | Presents when the account number/type combination is not found in the CIF Account File (CFACCT). |
1 | AcctType | Account not found | Presents when the account number/type combination is not found in the CIF Account File (CFACCT). |
7 | AcctType | Account type is not valid | Presents when this element has a value of G or C. |
11 | Cursor | Beginning Record cannot be negative | Presents when the value in this element is less than zero. |
45 | PostalCode | Numeric data is not valid | Presents when the value in these elements is not numeric. |
45 | TaxId | Numeric data is not valid | Presents when the value in these elements is not numeric. |
45 | MaxRec | Numeric data is not valid | Presents when the value in these elements is not numeric. |
45 | BegRec | Numeric data is not valid | Presents when the value in these elements is not numeric. |
45 | AcctId | Numeric data is not valid | Presents when the value in these elements is not numeric. |
45 | IntnetFinInstId | Numeric data is not valid | Presents when the value in these elements is not numeric. |
48 | MaxRec | Maximum records must be greater than zero and less than or equal to 4000 | Presents when the value sent in this element is less than zero or greater than 4,000. |
The following table lists the warnings that can be returned and includes what prompts the warning to occur.
Code | Element | System Message | Validation Trigger |
---|---|---|---|
49 | AcctId | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | PhoneNum | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | TaxId | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | Name | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | IntnetFinInstId | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | AcctType | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | PhoneNum | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | LastName | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | FirstName | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | ComName | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | EmailAddr | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database files. |
49 | LegalName | No Records Match Selection Criteria | Presents when this element is not populated with a value to allow the operation to find the information within the database 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
CustSrch 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) |
---|---|---|
Rstr | Blank | Blank |
Rstr | Clear | N/A |
Rstr | Hid | N/A |
Rstr | No | N/A |
Rstr | NoAccess | N/A |
Rstr | NoAccessPart | N/A |
Rstr | ReadOnly | N/A |
Rstr | ReadOnlyPart | N/A |
Rstr | ReadWrite | N/A |
Rstr | ReadWritePart | N/A |
Rstr | Yes | N/A |
AcctId.Rstr | Blank | Blank |
AcctId.Rstr | Clear | N/A |
AcctId.Rstr | Hid | N/A |
AcctId.Rstr | No | N/A |
AcctId.Rstr | NoAccess | N/A |
AcctId.Rstr | NoAccessPart | N/A |
AcctId.Rstr | ReadOnly | N/A |
AcctId.Rstr | ReadOnlyPart | N/A |
AcctId.Rstr | ReadWrite | N/A |
AcctId.Rstr | ReadWritePart | N/A |
AcctId.Rstr | Yes | N/A |
TINCode | Pulls from CFMAST.CFSSCD | N/A |
AddrCat | All | N/A |
AddrCat | Cust | N/A |
AddrCat | IRSRpt | N/A |
AddrCat | Phys | N/A |
AddrCat | Prop | N/A |
AddrCat | Seasonal | N/A |