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Customer Relationship Management (CRM) Market Campaign Search

Enterprise SOAP API > API by Reference > Customer Relationship Management > Customer Relationship Management (CRM) Market Campaign Search
Customer Relationship Management Market Campaign Search

Customer Relationship Management Market Campaign Search

Customer Relationship Management (CRM) Market Campaign Search is a jXchange service designed to provide a listing of campaigns as related to a CRM customer.

Message Flow

In jXchange, the CRM Market Campaign Search service uses a typical exchange of MType messages to list the campaigns related to a specific customer.

Primary Request

The third-party consumer forwards the CRMMktCmpgnSrchRq_MType message to the service provider. The message contains:

  • CustId
  • EndDt
  • StartDt
  • TaxId

Primary Response

The service provider returns the CRMMktCmpgnSrchRs_MType message to the third-party consumer. The message contains an echo of the requested simple elements.

Customer Relationship Management Market Campaign Search Behavior

The CRMMktCmpgnSrchRq_MType request message contains a documented choice statement where the elements at the root are optional, but at least one of the elements is required. The AccountId_CType complex, CustId element, and the TaxId element are available at the root request.

The request contains a documented filter statement that contains the optional elements StartDt and EndDt.

The Customer Relationship Management (CRM) Market Campaign date search filters compare the MktCmpgnDt element in the response.

A consumer request with a StartDt and without an EndDt returns all the qualified Customer Relationship Management (CRM) Market Campaign records with a date equal to and greater than the StartDt.

A consumer request with an EndDt and without a StartDt returns all the qualified Customer Relationship Management (CRM) Market Campaign records with a date equal to and less than the EndDt.

A consumer request with a StartDt and an EndDt returns all the qualified Customer Relationship Management (CRM) Market Campaign records with a date equal to and greater than the StartDt and a date equal to and less than the EndDt.

The CRMMktCmpgnSrchRs_MType response message echoes the requested elements.

The CRMMktCmpgnSrchArray_AType array should return all the items related to the CRM Market Campaign requested documented choices. The response should be returned in last in, first out (LIFO) order.

The CRMMktCmpgnSrchRec_CType complex was constructed in a manner to support reuse of the CRMMktCmpgnInfoRec_CType complex for future addition and modification services.

CRMMktCmpgnSrchRq_MType

CRMMktCmpgnSrchRq_MType is a message MType element.

Contains:

  • AccountId_CType
  • Custom_CType
  • SrchMsgRqHdr_CType

Simple Elements

The following simple elements are contained within this message.

CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
EndDt
The date that designates the ending point for date selections.
StartDt
The date that designates the starting point for date selections.
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.

AccountId_CType

AccountId_CType is a complex CType element. This element contains the incoming account identification information and any restrictions.

Simple Elements

The following simple elements are contained within this complex.

AcctId
The number or character that identifies an account record.
AcctType
The number or character that categorizes the AcctId.
Rstr
The level of restrictions that can exist at a parent and/or child node. Canonical values are:
  • Hid
  • NoAccess
  • NoAccessPart
  • ReadOnly
  • ReadOnlyPart
  • ReadWrite
  • ReadWritePart

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

SrchMsgRqHdr_CType

SrchMsgRqHdr_CType is a complex CType element. This is a standard request message 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.
Cursor
The state information that allows the next call to understand where it left off when returning multiple records and allowing a subsequent call to retrieve more records.
MaxRec
The maximum number of records when multiple records are returned.

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.

CRMMktCmpgnSrchRs_MType

CRMMktCmpgnSrchRs_MType is a message MType element.

Contains:

  • AccountId_CType
  • CRMMktCmpgnSrchArray_AType
  • Custom_CType
  • SrchMsgRsHdr_CType

Simple Elements

The following simple elements are contained within this message.

CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
EndDt
The date that designates the ending point for date selections.
StartDt
The date that designates the starting point for date selections.
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.

AccountId_CType

AccountId_CType is a complex CType element. This element contains the incoming account identification information and any restrictions.

Simple Elements

The following simple elements are contained within this complex.

AcctId
The number or character that identifies an account record.
AcctType
The number or character that categorizes the AcctId.
Rstr
The level of restrictions that can exist at a parent and/or child node. Canonical values are:
  • Hid
  • NoAccess
  • NoAccessPart
  • ReadOnly
  • ReadOnlyPart
  • ReadWrite
  • ReadWritePart

CRMMktCmpgnSrchArray_AType

CRMMktCmpgnSrchArray_AType is an array AType element. This is an array of responses for the Customer Relationship Management marketing campaign activity search.

Contains:

  • CRMMktCmpgnSrchRec_CType

CRMMktCmpgnSrchRec_CType

CRMMktCmpgnSrchRec_CType is a complex CType element.

Contains:

  • AccountId_CType
  • CRMMktCmpgnInfoRec_CType
  • CRMMktCmpgnSrchCustom references Custom_CType
Simple Elements

The following simple elements are contained within this complex.

CustId
The identifier attached to a customer. It includes the OvrrdInstRtId attribute.
MktCmpgnDesc
The description of the marketing campaign.
MktCmpgnId
The identification assigned to a CRM marketing campaign.
TaxId
The tax identifier. It includes the OvrrdInstRtId, MaskVal, Rstr, and SrchType attributes.
AccountId_CType

AccountId_CType is a complex CType element. This element contains the incoming account identification information and any restrictions.

Simple Elements

The following simple elements are contained within this complex.

AcctId
The number or character that identifies an account record.
AcctType
The number or character that categorizes the AcctId.
Rstr
The level of restrictions that can exist at a parent and/or child node. Canonical values are:
  • Hid
  • NoAccess
  • NoAccessPart
  • ReadOnly
  • ReadOnlyPart
  • ReadWrite
  • ReadWritePart
CRMMktCmpgnInfoRec_CType

CRMMktCmpgnInfoRec_CType is a complex CType element.

Contains:

  • Custom_CType
Simple Elements

The following simple elements are contained within this complex.

MktCmpgnCmnt
A free format of comments as related to CRM activities and events.
MktCmpgnDt
The date a market campaign was created.
MktCmpgnRecv
Answers the question: Was the marketing campaign referral received by the recipient? Canonical values are:
  • false
  • true
Custom_CType

Custom_CType is a complex CType element.

This element is optional.

CRMMktCmpgnSrchCustom

Custom_CType is a complex CType element.

CRMMktCmpgnSrchCustom references Custom_CType.

This element is optional.

Custom_CType

Custom_CType is a complex CType element.

This element is optional.

SrchMsgRsHdr_CType

SrchMsgRsHdr_CType is a complex CType element. It searches specific message response headers.

Contains:

  • jXchangeHdr_CType
  • MsgRecInfoArray_AType

Simple Elements

The following simple elements are contained within this complex.

Cursor
The state information that allows the next call to understand where it left off when returning multiple records and allowing a subsequent call to retrieve more records.
MoreRec
Indicates if there are more records that could be returned. Canonical values are:
  • false
  • true
SentRec
The number of records sent in the response.
TotRec
Indicates the total records the request selected, which could be larger than MaxRec.

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.

©1999-2020 Jack Henry & Associates, Inc.

Dates are provided as estimates only and can be changed at any time at the sole discretion of JHA.

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Last updated Mon Jan 24 2022