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More info

Add Customer Relationship

Enterprise SOAP API > Tutorials > Customer > Add Customer Relationship

A parent and a son both have accounts and the son is getting a car loan. Using the CustRelAdd operation the parent could be shown as a co-signer.

Steps

  1. Perform a customer search and/or an account search to find the required information.
    • Optional: perform a CustRelAddValidate operation to verify the elements.
  2. Perform a CustRelAdd to create the relationship.

Referenced and Associated Operations

It is highly recommended that as part of referencing this use case that a user becomes familiar with the following jXchange operations and their function. While the user may elect to not use the listed operation as part of their programming or workflow, knowledge of the operations listed below is essential to understanding the process set forth with this use case.

Detailed information about the operation, the request structure/response, error messages and other useful information can be obtained by clicking the operation name below.

Operation NameDescriptionXSD/WSDL Container
CustSrchSearch for an existing customer(s)Customer
CustInqInquire on existing customer informationCustomer
AddrSrchRetrieve address information for a specific customerCustomer
AcctSrchSearch for an existing accountInquiry
AcctInqInquire on an existing accountInquiry
AcctRelSrchSearch for existing relationships between accountsInquiry
CustRelAddCreate a relationship between customersCustomer
CustRelAddValidateValidate the relationship fieldsCustomer
ParmValSrchRetrieve default canonical values for a parameterCustomer
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Last updated Thu Jul 14 2022