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.
| Operation Name | Description | XSD/WSDL Container |
|---|---|---|
| CustSrch | Search for an existing customer(s) | Customer |
| CustAdd ** | Create a new customer record | Customer |
| IdVerifyAdd | Attach identity information to a customer record | Customer |
| AddrAdd | Add additional addresses to an account or customer | Customer |
| CustMsgAdd | Add an informational message to an account or customer record | Customer |
| ParmValSrch ** | Retrieve default canonical values for a parameter | Customer |
| SvcDft ** | Retrieve new account input defaults | Customer |
| SvcDictSrch | Retrieve provider parameter information | Customer |
** 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
Have a Question?
Have a how-to question? Seeing a weird error? Get help on
StackOverflow.
Register for the Digital Toolkit Meetup
where we answer technical Q&A from the audience.
Last updated Thu Jul 14 2022