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Contact


UCM Contact messages are used in insert, query, update, and delete operations to maintain Contact information. LookUpContact and LookUpContactByName are used for query operations. UpdateContact, InsertContact, and DeleteContact are message pairs for request and response operations. Figure 17 describes the structure of this message.

Figure 17. UCM Contact Structure
Click for full size image

Table 55 lists the Contact Query Integration objects.

Table 55. Contact Query Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFContact

Contact

LookUpContact

UK1:PartyUId
UK2: Id

CIFContactRs

Contact

LookUpContactResponse

UK1:PartyUId
UK2: Id

Table 56 lists the Contact Query by Name Integration objects.

Table 56. Contact Query by Name Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFContactByName

Contact

LookUpContactByName

1:PartyUId2: Id

CIFContactByNameRs

Contact

LookUpContactByNameResponse

1:PartyUId2: Id

Table 57 lists the Contact Update Integration objects.

Table 57. Contact Update Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFContactUpdate

Contact

UpdateContact

1UK1:PartyUId
UK2: Id

CIFContactUpdateRs

Contact

UpdateContactResponse

UK1:PartyUId
UK2: Id

Table 58 lists the Contact Insert Integration objects.

Table 58. Contact Insert Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFContactInsert

Contact

InsertContact

UK1:PartyUId
UK2: Id

CIFContactInsertRs

Contact

InsertContactResponse

1:UK1:PartyUId
UK2: Id: Id

Table 59 lists the Contact Delete Integration objects.

Table 59. Contact Delete Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFContactDelete

Contact

DeleteContact

UK1:PartyUId
UK2: Id

CIFContactDeleteRs

Contact

DeleteContactResponse

UK1:PartyUId
UK2: Id

Table 60 lists the Contact Integration Component and Integration Component Fields.

Table 60. Contact Integration Component and Integration Component Fields
Name
XML Tag
Data Type
Length
Req
Note

IC: Contact

Alias

Alias

DTYPE_TEXT

50

 

 

Assistant

Assistant

DTYPE_TEXT

50

 

 

Assistant Phone #

AssistantPhone

DTYPE_TEXT

40

 

 

Best Call Time

BestCallTime

DTYPE_TEXT

30

 

Bound by FINCORP_CONTACT_CALL_TIME

Cellular Phone #

CellularPhone

DTYPE_TEXT

40

 

 

Customer Value

CustomerValue

DTYPE_TEXT

30

 

Bound by FIN_CON_VALUE_TYPE

Date of Birth

DateofBirth

DTYPE_DATE

7

 

 

Email Address

EmailAddress

DTYPE_TEXT

50

 

 

Email Address 2

EmailAddress2

DTYPE_TEXT

50

 

 

Fax Phone #

FaxPhone

DTYPE_TEXT

40

 

 

First Name

FirstName

DTYPE_TEXT

50

4

 

Home Phone #

HomePhone

DTYPE_TEXT

40

 

 

Id

Id

DTYPE_ID

15

4

This tag is required for Id cross-referencing. Tag stores incoming external Id.

Income

Income

DTYPE_CURRENCY

22

 

 

Income Currency Code

IncomeCurrencyCode

DTYPE_TEXT

20

 

Used for picking a related entity.

Income Exchange Date

IncomeExchangeDate

DTYPE_DATE

7

 

 

Integration Id

IntegrationId

DTYPE_TEXT

30

 

 

Job Title

JobTitle

DTYPE_TEXT

75

 

 

Last Name

LastName

DTYPE_TEXT

50

4

 

M/F

MF

DTYPE_TEXT

30

 

Bound by SEX_MF

M/M

MM

DTYPE_TEXT

15

 

Bound by MR_MS

Manager First Name

ManagerFirstName

DTYPE_TEXT

50

 

 

Manager Id

ManagerId

DTYPE_ID

15

 

 

Manager Integration Id

ManagerIntegrationId

DTYPE_TEXT

30

 

 

Manager Last Name

ManagerLastName

DTYPE_TEXT

50

 

Used for picking a related entity

Manager Middle Name

ManagerMiddleName

DTYPE_TEXT

50

 

 

Manager Primary Organization

ManagerPrimaryOrganization

DTYPE_TEXT

100

 

 

Manager Primary Organization Id

ManagerPrimaryOrganizationId

DTYPE_ID

15

 

 

Manager UId

ManagerUId

DTYPE_TEXT

100

 

 

Marital Status

MaritalStatus

DTYPE_TEXT

30

 

Bound by MARITAL_STATUS

Middle Name

MiddleName

DTYPE_TEXT

50

 

 

Mother Maiden Name

MotherMaidenName

DTYPE_TEXT

50

 

 

Party UId

PartyUId

DTYPE_TEXT

100

 

 

Person UId

PersonUId

DTYPE_TEXT

100

 

 

Preferred Communications

PreferredCommunications

DTYPE_TEXT

30

 

Bound by OFFER_MEDIA

Preferred Language Code

PreferredLanguageCode

DTYPE_TEXT

20

 

 

Privacy Code

PrivacyCode

DTYPE_TEXT

30

 

Bound by PRIVACY_CODE

Social Security Number

SocialSecurityNumber

DTYPE_TEXT

11

 

 

Status

Status

DTYPE_TEXT

30

 

Bound by CONTACT_STATUS

Suppress All Calls

SuppressAllCalls

DTYPE_TEXT

1

 

 

Suppress All Emails

SuppressAllEmails

DTYPE_TEXT

1

 

 

Suppress All Faxes

SuppressAllFaxes

DTYPE_TEXT

1

 

 

Suppress All Mailings

SuppressAllMailings

DTYPE_TEXT

1

 

 

Time Zone Id

TimeZoneId

DTYPE_ID

15

 

 

Time Zone Name

TimeZoneName

DTYPE_TEXT

100

 

Used for picking a related entity.

Work Phone #

WorkPhone

DTYPE_TEXT

40

 

 

Work Phone Extension

WorkPhoneExtension

DTYPE_TEXT

10

 

 

operation

operation

DTYPE_TEXT

30

 

System field

IC: Account

Account

Account

DTYPE_TEXT

100

4

 

Account Location

AccountLocation

DTYPE_TEXT

50

 

 

Account Organization

AccountOrganization

DTYPE_TEXT

100

 

 

Account Party UId

AccountPartyUId

DTYPE_TEXT

100

 

 

Account Row Id

AccountRowId

DTYPE_ID

15

 

 

Account Status

AccountStatus

DTYPE_TEXT

24

 

Bound by ACCOUNT_STATUS

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

Related Account Integration Id

RelatedAccountIntegrationId

DTYPE_TEXT

30

 

 

operation

operation

DTYPE_TEXT

30

 

 

Alternate Phone

Alternate Phone #

AlternatePhone

DTYPE_TEXT

40

4

 

Alternate Phone Id

AlternatePhoneId

DTYPE_ID

15

 

 

Alternate Phone Integration Id

AlternatePhoneIntegrationId

DTYPE_TEXT

30

 

 

Alternate Phone Medium Type

AlternatePhoneMediumType

DTYPE_TEXT

30

 

 

Alternate Phone Name

AlternatePhoneName

DTYPE_TEXT

50

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

System field

IC: Communication Address

Alternate Email Address

AlternateEmailAddress

DTYPE_TEXT

100

4

 

Communication Address Id

CommunicationAddressId

DTYPE_ID

15

 

 

Communication Address Integration Id

CommunicationAddressIntegrationId

DTYPE_TEXT

30

 

 

Communication Address Medium Type

CommunicationAddressMediumType

DTYPE_TEXT

30

 

 

Communication Address Name

CommunicationAddressName

DTYPE_TEXT

50

4

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

System field

IC: Household

Household Id

HouseholdId

DTYPE_ID

15

 

 

Household Integration Id

HouseholdIntegrationId

DTYPE_TEXT

30

 

 

Household Name

HouseholdName

DTYPE_TEXT

50

 

 

Household Number

HouseholdNumber

DTYPE_TEXT

100

 

 

Household Party UId

HouseholdPartyUId

DTYPE_TEXT

100

 

 

Household Status

HouseholdStatus

DTYPE_TEXT

30

 

Bound by HOUSEHOLD_STATUS

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

 

INS Personal Address

INS Personal Address Id

INSPersonalAddressId

DTYPE_ID

15

 

 

INS Personal Address Name

INSPersonalAddressName

DTYPE_TEXT

100

 

 

INS Personal Address Type

INSPersonalAddressType

DTYPE_TEXT

30

 

 

INS Personal City

INSPersonalCity

DTYPE_TEXT

50

4

 

INS Personal Country

INSPersonalCountry

DTYPE_TEXT

30

 

Bound by COUNTRY

INS Personal County

INSPersonalCounty

DTYPE_TEXT

50

 

 

INS Personal Integration Id

INSPersonalIntegrationId

DTYPE_TEXT

30

 

 

INS Personal Postal Code

INSPersonalPostalCode

DTYPE_TEXT

30

 

 

INS Personal State

INSPersonalState

DTYPE_TEXT

10

 

Bound by STATE_ABBREV

INS Personal Street Address

INSPersonalStreetAddress

DTYPE_TEXT

200

4

 

INS Personal Street Address 2

INSPersonalStreetAddress2

DTYPE_TEXT

100

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

System field

IC: Organization

Division

Division

DTYPE_TEXT

255

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

Position

Position

DTYPE_TEXT

50

 

 

Position Id

PositionId

DTYPE_ID

15

 

 

Position Integration Id

PositionIntegrationId

DTYPE_TEXT

30

 

 

Sales Rep

SalesRep

DTYPE_TEXT

50

 

 

operation

operation

DTYPE_TEXT

30

 

System field

IC: Position

Division

Division

DTYPE_TEXT

255

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

System field

Position

Position

DTYPE_TEXT

50

 

 

Position Id

PositionId

DTYPE_ID

15

 

 

Position Integration Id

PositionIntegrationId

DTYPE_TEXT

30

 

 

Sales Rep

SalesRep

DTYPE_TEXT

50

 

 

IC: Action

Account Id

AccountId

DTYPE_ID

15

 

 

Account Location

AccountLocation

DTYPE_TEXT

50

 

 

Account Name

AccountName

DTYPE_TEXT

100

 

Used for picking a related entity.

Audience

Audience

DTYPE_TEXT

30

 

Bound by ACTIVITY_AUDIENCE_TYPE

Category

Category

DTYPE_TEXT

30

 

Bound by TODO_TYPE

Description

Description

DTYPE_TEXT

100

 

 

Done

Done

DTYPE_UTCDATETIME

7

 

 

Done Flag

DoneFlag

DTYPE_TEXT

1

 

 

Due

Due

DTYPE_UTCDATETIME

7

 

 

Duration Minutes

DurationMinutes

DTYPE_INTEGER

22

 

Bound by APPOINTMENT_DURATION

Id

Id

DTYPE_ID

15

 

 

Integration Id

IntegrationId

DTYPE_TEXT

30

 

 

MeetingLocation

MeetingLocation

DTYPE_TEXT

100

 

 

No Sooner Than Date

NoSoonerThanDate

DTYPE_UTCDATETIME

7

 

 

operation

operation

DTYPE_TEXT

30

 

System field

Planned

Planned

DTYPE_UTCDATETIME

7

 

 

Started

Started

DTYPE_UTCDATETIME

7

 

 

Status

Status

DTYPE_TEXT

30

 

Bound by EVENT_STATUS

Type

Type

DTYPE_TEXT

30

4

Bound by TODO_TYPE

IC: FINCORP Account

Account Branch ABA

AccountBranchABA

DTYPE_TEXT

50

 

Used for picking a related entity.

Account Branch Id

AccountBranchId

DTYPE_ID

15

 

 

Account Holder

AccountHolder

DTYPE_TEXT

100

 

Used for picking a related entity.

Account Name

AccountName

DTYPE_TEXT

100

 

 

Account Number

AccountNumber3

DTYPE_TEXT

100

4

 

Account Status

AccountStatus2

DTYPE_TEXT

30

 

Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV

Account Type

AccountType

DTYPE_TEXT

30

 

Bound by FINCORP_PROD_ADMIN_CLASS_MLOV

Acct Gen - Branch Id

AcctGen-BranchId

DTYPE_ID

15

 

 

Available Balance

AvailableBalance

DTYPE_CURRENCY

22

 

 

Billing Option

BillingOption

DTYPE_TEXT

30

 

Bound by FINCORP_ACCOUNT_BILL_OPTION

Branch

Branch

DTYPE_TEXT

50

 

 

Current Balance

CurrentBalance

DTYPE_CURRENCY

22

 

 

Id

Id

DTYPE_ID

15

 

 

Integration Id

IntegrationId

DTYPE_TEXT

30

 

 

Name

Name

DTYPE_TEXT

100

4

Used for picking a related entity

operation

operation

DTYPE_TEXT

30

 

System field

Organization Id

OrganizationId2

DTYPE_ID

15

 

 

Product Id

ProductId

DTYPE_ID

15

4

 

Relationship Limit

RelationshipLimit

DTYPE_CURRENCY

22

 

 

Start Date

StartDate

DTYPE_DATETIME

7

 

 

IC: UCM Contact Privacy

Affiliate Flag

AffiliateFlag

DTYPE_TEXT

30

Affiliate Method

AffiliateMethod

DTYPE_TEXT

30

Affiliate Source

AffiliateSource

DTYPE_TEXT

30

Affiliate System

AffiliateSystem

DTYPE_TEXT

30

Channel Flag

ChannelFlag

DTYPE_TEXT

30

Channel Method

ChannelMethod

DTYPE_TEXT

30

Channel Source

ChannelSource

DTYPE_TEXT

30

Channel System

ChannelSystem

DTYPE_TEXT

30

Contact Id

ContactId

DTYPE_ID

Cover Letter Type

CoverLetterType

DTYPE_TEXT

30

Cover Letter Type II

CoverLetterTypeII

DTYPE_TEXT

30

Id

Id

DTYPE_ID

30

Integration Id

IntegrationId

DTYPE_TEXT

30

Nonaffiliate Flag

NonaffiliateFlag

DTYPE_TEXT

30

Nonaffiliate Method

NonaffiliateMethod

DTYPE_TEXT

30

Nonaffiliate Source

NonaffiliateSource

DTYPE_TEXT

30

Nonaffiliate System

NonaffiliateSystem

DTYPE_TEXT

30

Notice Send Flag

NoticeSendFlag

DTYPE_TEXT

30

Notice Sent Date

NoticeSentDate

DTYPE_UTCDATETIME

Notice Sent Reason

NoticeSentReason

DTYPE_TEXT

100

Notice Sent Type

NoticeSentType

DTYPE_TEXT

30

OFAC Flag

OFACFlag

DTYPE_BOOL

PEND End Date

PENDEndDate

DTYPE_UTCDATETIME

PEND Start Date

PENDStartDate

DTYPE_UTCDATETIME

Privacy Parent Type

PrivacyParentType

DTYPE_TEXT

30

Privacy State Code

PrivacyStateCode

DTYPE_TEXT

30

Receive Annual Notice Flag

ReceiveAnnualNoticeFlag

DTYPE_TEXT

30

Receive Annual Notice Method

ReceiveAnnualNoticeMethod

DTYPE_TEXT

30

Receive Annual Notice Source

ReceiveAnnualNoticeSource

DTYPE_TEXT

30

Receive Annual Notice System

ReceiveAnnualNoticeSystem

DTYPE_TEXT

30

State PEND Period

StatePENDPeriod

DTYPE_INTEGER

Telemarketing Flag

TelemarketingFlag

DTYPE_TEXT

30

Telemarketing Method

TelemarketingMethod

DTYPE_TEXT

30

Telemarketing Source

TelemarketingSource

DTYPE_TEXT

30

Telemarketing System

TelemarketingSystem

DTYPE_TEXT

30

Updated

Updated

DTYPE_DATETIME

30

Updated By

UpdatedBy

DTYPE_ID

30

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