Add Customer Relationship
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Add Customer Relationship
A parent and a son both have accounts and the son is getting a car loan. Using the CustRelAdd operation the parent could be shown as a co-signer.
Steps
- Perform a customer search and/or an account search to find the required information.
- Optional: perform a CustRelAddValidate operation to verify the elements.
- Perform a CustRelAdd to create the relationship.
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 |
| CustInq | Inquire on existing customer information | Customer |
| AddrSrch | Retrieve address information for a specific customer | Customer |
| AcctSrch | Search for an existing account | Inquiry |
| AcctInq | Inquire on an existing account | Inquiry |
| AcctRelSrch | Search for existing relationships between accounts | Inquiry |
| CustRelAdd | Create a relationship between customers | Customer |
| CustRelAddValidate | Validate the relationship fields | Customer |
| ParmValSrch | Retrieve default canonical values for a parameter | Customer |
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Last updated Thu Jul 14 2022