Add a Customer
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Add a Customer
A new customer might be a person, organization, or a business, but all will basically use the same steps.
Steps
- The customer will need to provide the required items which varies from the type of customer as well as requirements by the FI.
- You may want to use the CustInq operation to ensure they are not already a member, or to look up a related customer.
- The CustAdd operation will be used to actually add the customer.
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 Name | Description | XSD/WSDL Container |
|---|---|---|
| CustSrch | Search for an existing customer(s) | Customer |
| AddrAdd | Add additional addresses to an account or customer | Customer |
| CustAdd ** | Create a new customer record | Customer |
| IdVerifyAdd | Attach identity information to a customer record | 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 |
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Last updated Thu Jul 14 2022