Related Account Emails
How to get email addresses from related accounts
Steps
There are two steps to retrieve email addresses for related accounts:
- Find related account IDs: We’ll use the jXchange SOAP
<AcctRelSrch>operation. This call will return a list of customer IDs (<CustId>) for accounts related to the original account. AcctRelSrch - Get email addresses for each ID: For each retrieved
<CustId>, we’ll make another jXchange SOAP call using the<CustInq>operation. This will provide the email addresses associated with that specific customer ID. CustInq
Further Information
AcctRelSrch will give you a response with an an array of associated <CustId> in a <AcctRelSrchRecArray>.
The <AcctRelSrchRecArray> returns quite a bit of information on each account, as shown below. However, it does not list any email addresses. That is why you will need to make a subsequent call to <CustInq> to get the email addresses.
<AcctRelSrchRecArray>
<AcctRelSrchRec>
<CustId>MAA0999</CustId>
<PersonName>
<ComName>Cody J Mike</ComName>
<FirstName>Cody</FirstName>
<MiddleName>J</MiddleName>
<LastName>Mike</LastName>
<Ver_1/>
</PersonName>
<AcctRelCode>P</AcctRelCode>
<AcctRelDesc>Primary</AcctRelDesc>
<TaxId MaskVal="006-66-6666">6666666</TaxId>
<TINDesc>Individual TIN</TINDesc>
<Addr>
<FreeFormAddrArray>
<AddrLineInfo>
<AddrLine>Cody J Mike</AddrLine>
<Ver_1/>
</AddrLineInfo>
<AddrLineInfo>
<AddrLine>123 main</AddrLine>
<Ver_1/>
</AddrLineInfo>
<AddrLineInfo>
<AddrLine>Fairless Hills PA 19030</AddrLine>
<Ver_1/>
</AddrLineInfo>
</FreeFormAddrArray>
<StreetAddr1>123 main</StreetAddr1>
<City>Fairless Hills</City>
<StateCode>PA</StateCode>
<PostalCode>190300000</PostalCode>
<County>0</County>
<FornAddr>N</FornAddr>
<InvAddr>N</InvAddr>
<Ver_1/>
<StreetAddr3>Fairless Hills PA 19030</StreetAddr3>
<Ver_2/>
</Addr>
<CustType>Individual</CustType>
<BirthDt>1990-01-01</BirthDt>
<Ver_1/>
</AcctRelSrchRec>
</AcctRelSrchRecArray>
Each <CustInq> call will return a response that will show an <EmailArray> for each individual <CustId>, as shown below.
<EmailArray>
<EmailInfo>
<EmailAddr>jdoe@bank.com</EmailAddr>
<EmailType>Primary E-Mail</EmailType>
<Ver_1/>
</EmailInfo>
<EmailInfo>
<EmailAddr>jdoe@gmail.com</EmailAddr>
<EmailType>Secondary E-Mail</EmailType>
<Ver_1/>
</EmailInfo>
</EmailArray>
Keep in mind, that you can further refine this multi-step process by checking the <AcctRelCode> of each related <CustId> in the <AcctRelSrchRec>. This will allow you to gather only emails for primary, authorized signers, or whatever you might need.
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 names below.
| Operation Name | Description | XSD/WSDL Container |
|---|---|---|
| AcctRelSrch | Search related accounts | Inquiry |
| CustAdd | Create a new customer record | Customer |
| CustInq | Inquire on existing customer information | Customer |
| CustMod | Modify an existing customer record | Customer |
| CustRelAdd | Create a relationship between customers | Customer |
| CustRelAddValidate | Validate the relationship fields | Customer |
| CustRelMod | Update or delete a relationship between customers | Customer |