Enterprise Solutions

Customer Relationship Inquiry

Enterprise SOAP API > API by Reference > Core Services > Customer Relationship Inquiry
Customer Relationship Inquiry

Customer Relationship Inquiry

Customer Relationship Inquiry is a jXchange service designed to provide the consumer with the ability to inquire on the customer identifications related to the specific customer identification.

Message Flow

In jXchange, the Customer Relationship Inquiry service uses a typical exchange of MType messages to inquire on the customer identifications related to the specific customer identification.

Primary Request

The third-party consumer forwards the CustRelInqRq_MType message to the service provider.

The message contains the following simple elements:

  • CustId
  • GroupCode

The message contains the following complex elements:

  • Custom_CType
  • MsgRqHdr_CType

This message contains the following array:

  • IncXtendElemArray references IncXtendElem_AType

Primary Response

The service provider returns the CustRelInqRs_MType message to the third-party consumer.

The message contains the following simple elements:

  • CustId
  • GroupCode

The message contains the following complex elements:

  • Custom_CType
  • MsgRsHdr_CType

This message contains the following array:

  • CustRelInqRecArray_AType

Customer Relationship Inquiry Behavior

The CustId element is required in the CustRelInqRq_MType message request.

This service is different from the Customer Account Relationship Inquiry service because the Customer Relationship Inquiry service returns customer relationships rather than specific account identifications.

The CustRelInqRs_MType response message encapsulates the CustRelInqRecArray_AType array, which contains the related customers as well as some related customer information.

CustRelInqRq_MType

CustRelInqRq_MType is a message MType element.

Contains:

  • Custom_CType
  • IncXtendElemArray_AType
  • MsgRqHdr_CType

Simple Elements

The following simple elements are contained within this message.

Note: A documented choice statement exists where either the CustId or GroupCode is required.
CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
GroupCode
Used to group loans of different types for general ledger reporting purposes. It may also be used to group customer accounts together.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

IncXtendElemArray_AType

IncXtendElemArray_AType is an array AType element. This is an array that lists x_ elements by name, which are to be included in the response.

Contains:

  • IncXtendElemInfo_CType

IncXtendElemInfo_CType

IncXtendElemInfo_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

XtendElem
Included extended elements. The consumer would ask by name for x_ prefix elements to be included in the response.

MsgRqHdr_CType

MsgRqHdr_CType is a complex CType element. This is the default message request header.

Contains:

  • AuthenUsrCred_CType
  • jXchangeHdr_CType

Simple Elements

The following simple elements are contained within this complex.

AuthenProdCred
Authentication of the Consumer Product Credentials in the form of a WS Security element that contains a single SAML V2.0 Assertion.

AuthenUsrCred_CType

AuthenUsrCred_CType is a complex CType element. This element represents authentication of the end-user credentials in the form of a WS Security element that contains a single SAML V2.0 Assertion.

Simple Elements

The following simple elements are contained within this complex.

Security
Defines the wsse:Security SOAP header element per section 4.

jXchangeHdr_CType

jXchangeHdr_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AuditUsrId
The user ID that the consumer would like written in the audit as performing the requested service. It varies, but it could be the same as the user ID. It is not used to authenticate. It is used to audit the Soap Header Fault.
AuditWsId
The workstation ID that the consumer would like written in the audit as performing the requested service for the Soap Header Fault. It varies, but it could be the same as the user ID.
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

BusCorrelId
The correlation identification as related to business functions and activities.
ConsumerName
The name of the service consumer (business name) for the Soap Header Fault.
ConsumerProd
The name of the product which is consuming the service (business product name) for the Soap Header Fault.
InstEnv
An identification provided by the consumer that defines the environment in which the institution is operating. Canonical values are:
  • Prod
InstRtId
The identification of the entity of the submitted message. A financial institution entity uses the routing transit or nine-digit number assigned to financial institutions for routing as assigned by the American Bankers Association. Any leading zeros must be provided for a complete routing and transit number. A non-financial institution entity should use a mutually agreed upon identification that must contain at least one non-integer character. The canonical value is JHA.

The element is required in all message requests.

jXLogTrackingId
An identification provided by jXchange to be able to trace the request and response of a message from the third-party gateway, internal gateway, and service provider for the Soap Header Fault.
JxVer
Contains the version jXchange is running for the Soap Header Fault.
ValidConsmName
The consumer name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table. The canonical value is: JHA.
ValidConsmProd
The consumer product name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table.
WorkflowCorrelId
The correlation identification as related to workflow functions and activities.
jXchangeHdr_CType Deprecation Details
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

CustRelInqRs_MType

CustRelInqRs_MType is a message MType element.

Contains:

  • Custom_CType
  • CustRelInqRecArray_AType
  • MsgRsHdr_CType

Simple Elements

The following simple elements are contained within this message.

CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
GroupCode
Used to group loans of different types for general ledger reporting purposes. It may also be used to group customer accounts together.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CustRelInqRecArray_AType

CustRelInqRecArray_AType is an array AType element. This is an array of customers related to another customer.

Contains:

  • CustRelInqRec_CType

CustRelInqRec_CType

CustRelInqRec_CType is a complex CType element.

Contains:

  • CustomCustRelInqRec references Custom_CType
  • PersonName_CType
  • TINInfo_CType
Simple Elements

The following simple elements are contained within this complex.

CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
CustRelCode
The code that references the type of relationship one customer has with another customer. This element is a hybrid open enumeration. Canonical values are:
  • Prim - Primary
  • Joint - Joint
  • Bus - Business

Leave the element blank for UNK - Unknown.

CustRelDesc
The description of the code that references the type of relationship one customer has with another customer.
GroupCode
Used to group loans of different types for general ledger reporting purposes. It may also be used to group customer accounts together.
CustomCustRelInqRec

Custom_CType is a complex CType element.

CustomCustRelInqRec references Custom_CType.

This element is optional.

PersonName_CType

PersonName_CType is a complex CType element. It contains name information. This complex is optional.

Contains:

  • X_PersonName
Simple Elements

The following simple elements are contained within this complex.

ComName
The common name. This is the full text line name like John Doe.
FirstName
The first name.
LastName
The last name.
MiddleName
The middle name.
X_PersonName_CType

x_PersonName_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AbbName
An abbreviated individual's or entity's name.
LegalName
Used by entities like trusts, or businesses in the case where an individual is doing business as a company, or when the legal name is different than the ComName.
NameSuffix
The name suffix. For examples, Jr. or MD.
SalName
A full text line name which is used in mailings. For example, Mr. and Mrs. John Doe.
TitlePrefix
The title prefix. Examples: Mr. or Mrs.
TINInfo_CType

TINInfo_CType is a complex CType element. This element contains tax information number codes and descriptions. This element is optional.

Contains:

  • TaxIdOwnerName references PersonName_CType
Simple Elements

The following simple elements are contained within this complex.

BNotIRSDt
The last IRS notification.
BNotStat
The B notice flag.
CertCodeDesc
The description of the code that represents the certification behavior for a tax ID.
CertCodeDt
The certification code date.
CertCode
The code that represents the certification behavior for a tax ID.
TaxIdMod
A tax ID modifier assigned by the SSA to some individuals.
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.
TINCode
The code that designates the type of tax identification number. Canonical values are:
  • SSN
  • EIN
  • Forn

TINCode is a hybrid open enumeration.

TINDesc
The description of the code that designates the type of tax identification number.
TaxIdOwnerName

PersonName_CType is a complex CType element. It contains name information. This complex is optional.

TaxIdOwnerName references PersonName_CType.

The TaxIdOwnerName is optional and is only required when the customer level tax ID is different than the account level.

Simple Elements

The following simple elements are contained within this complex.

ComName
The common name. This is the full text line name like John Doe.
FirstName
The first name.
LastName
The last name.
MiddleName
The middle name.
X_PersonName_CType

x_PersonName_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AbbName
An abbreviated individual's or entity's name.
LegalName
Used by entities like trusts, or businesses in the case where an individual is doing business as a company, or when the legal name is different than the ComName.
NameSuffix
The name suffix. For examples, Jr. or MD.
SalName
A full text line name which is used in mailings. For example, Mr. and Mrs. John Doe.
TitlePrefix
The title prefix. Examples: Mr. or Mrs.

MsgRsHdr_CType

MsgRsHdr_CType is a complex CType element. This is the default message response header.

Contains:

  • jXchangeHdr_CType
  • MsgRecInfoArray_AType

jXchangeHdr_CType

jXchangeHdr_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

AuditUsrId
The user ID that the consumer would like written in the audit as performing the requested service. It varies, but it could be the same as the user ID. It is not used to authenticate. It is used to audit the Soap Header Fault.
AuditWsId
The workstation ID that the consumer would like written in the audit as performing the requested service for the Soap Header Fault. It varies, but it could be the same as the user ID.
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

BusCorrelId
The correlation identification as related to business functions and activities.
ConsumerName
The name of the service consumer (business name) for the Soap Header Fault.
ConsumerProd
The name of the product which is consuming the service (business product name) for the Soap Header Fault.
InstEnv
An identification provided by the consumer that defines the environment in which the institution is operating. Canonical values are:
  • Prod
InstRtId
The identification of the entity of the submitted message. A financial institution entity uses the routing transit or nine-digit number assigned to financial institutions for routing as assigned by the American Bankers Association. Any leading zeros must be provided for a complete routing and transit number. A non-financial institution entity should use a mutually agreed upon identification that must contain at least one non-integer character. The canonical value is JHA.

The element is required in all message requests.

jXLogTrackingId
An identification provided by jXchange to be able to trace the request and response of a message from the third-party gateway, internal gateway, and service provider for the Soap Header Fault.
JxVer
Contains the version jXchange is running for the Soap Header Fault.
ValidConsmName
The consumer name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table. The canonical value is: JHA.
ValidConsmProd
The consumer product name that can be validated by enterprise governance. The canonical values are managed in a consumer/product enterprise table.
WorkflowCorrelId
The correlation identification as related to workflow functions and activities.
jXchangeHdr_CType Deprecation Details
AuthenUsrId
The user ID which the consumer would like the service provider to authenticate with for the Soap Header Fault. It is a user ID that the provider understands.

This element deprecates in accordance with XSD contract tenets. Effective date: 2017–01–01. The new complex element for user authentication credentials was added to both the Search Message Request Header SrchMsgRqHdr_CType and the Message Request Header MsgRqHdr_CType. AuthenUsrId is ignored by the service providers when the authentication user credentials AuthenUsrCred_CType package is delivered. The expectation is that the password credentials and the user name token are provided in the authentication user credential complex element in accordance with the standards established by WS-Security.

MsgRecInfoArray_AType

MsgRecInfoArray_AType is an array AType element. This is an array of messages that can be returned in a response.

Contains:

  • MsgRec_CType
MsgRec_CType

MsgRec_CType is a complex CType element.

Simple Elements

The following simple elements are contained within this complex.

ErrCat
The Soap Header Fault error category.
ErrCode
The error code.
ErrDesc
The Soap Header Fault error description.
ErrElem
The Soap Header Fault when an error or fault occurs. This optional element contains the element which is causing the error condition.
ErrElemVal
The Soap Header Fault when an error or fault occurs. This optional element contains the value of the element which is causing the error condition.
ErrLoc
The Soap Header Fault error location. This is typically the program that generated the error condition.
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Last updated Mon Jan 24 2022