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More info

Add a Business Customer

Enterprise SOAP API > Tutorials > Customer > Add a Business Customer

To add a customer, jXchange Service Gateway has one main operation for this task named CustAdd. Teller will need to enter the basic business information along with doing a lookup for some of the elements in CustAdd.

Business flow image

Operation NameDescriptionXSD/WSDL Container
CustSrchSearch for an existing customer(s)Customer
CustAdd **Create a new customer recordCustomer
IdVerifyAddAttach identity information to a customer recordCustomer
AddrAddAdd additional addresses to an account or customerCustomer
CustMsgAddAdd an informational message to an account or customer recordCustomer
ParmValSrch **Retrieve default canonical values for a parameterCustomer
SvcDft **Retrieve new account input defaultsCustomer
SvcDictSrchRetrieve provider parameter informationCustomer

** Operations required

While using the CustAdd operation some fields will need to be looked up during development or for each FI.

  • CertCode - use SvcDictSrch with CustAdd
  • Defaults - use SvcDft with CustAdd
  • TINCode - use ParmValSrch with TINCode
  • CustCode - use ParmValSrch with AcctClsfCode

To utilize CustAdd the minimal fields for a business would include:

Common name Street Address City State Code Postal Code CustType (SilverLake and CIF 20/20 use: N - Business Core Director B - Business) TINCode TINDesc TaxId CertCode CertCodeDt CustCode

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Last updated Thu Jul 14 2022