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Account Relationship


UCM Account Relationship messages are used in insert, query, update, and delete operations to maintain Account Relationships. LookUpAccountRelationship and LookUpAccountRelationshipByName are used for query operations. UpdateAccountRelationship, InsertAccountRelationship, and DeleteAccountRelationship are message pairs for request and response operations. Figure 25 describes the structure of this message.

Figure 25. UCM Account Relationship Structure
Click for full size image

Table 95 lists the Account Relationship Query Integration objects.

Table 95. Account Relationship Query Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountRelationship

Account

LookUpAccountRelationship

UK1:PartyUIdUK2: Id

CIFAccountRelationshipRs

Account

LookUpAccountRelationshipResponse

UK1:PartyUIdUK2: Id

Table 96 lists the Account Relationship Query by Name Integration objects.

Table 96. Account Relationship Query by Name Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountRelationshipByName

Account

LookUpAccountRelationshipByName

UK1:PartyUIdUK2: Id

CIFAccountRelationshipByNameRs

Account

LookUpAccountRelationshipByNameResponse

UK1:PartyUIdUK2: Id

Table 97 lists the Account Relationship Update Integration objects.

Table 97. Account Relationship Update Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountRelationshipUpdate

Account

UpdateAccountRelationship

UK1:PartyUIdUK2: Id

CIFAccountRelationshipUpdateRs

Account

UpdateAccountRelationshipResponse

UK1:PartyUIdUK2: Id

Table 98 lists the Account Relationship Insert Integration objects.

Table 98. Account Relationship Insert Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountRelationshipInsert

Account

InsertAccountRelationship

UK1:PartyUIdUK2: Id

CIFAccountRelationshipInsertRs

Account

InsertAccountRelationshipResponse

UK1:PartyUIdUK2: Id

Table 99 lists the Account Relationship Delete Integration objects.

Table 99. Account Relationship Delete Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountRelationshipDelete

Account

DeleteAccountRelationship

UK1:PartyUIdUK2: Id

CIFAccountRelationshipDeleteRs

Account

DeleteAccountRelationshipResponse

UK1:PartyUIdUK2: Id

Table 100 lists the Account Relationship Integration Component and Integration Component Fields.

Table 100. Account Relationship Integration Component and Integration Component Fields
Name
XML Tag
Data Type
Length
Req
Notes

IC: Account

Account Region

AccountRegion

DTYPE_TEXT

30

 

Use for picking a related entity

Account Status

AccountStatus

DTYPE_TEXT

24

 

Bound by ACCOUNT_STATUS

Account Type Code

AccountTypeCode

DTYPE_TEXT

30

4

Bound by CUT_ACCOUNT_TYPE

Account Value

AccountValue

DTYPE_TEXT

30

 

Bound by FIN_CON_VALUE_TYPE

Alias

Alias

DTYPE_TEXT

50

 

 

Annual Revenue

AnnualRevenue

DTYPE_TEXT

22

 

 

Client Flag

ClientFlag

DTYPE_BOOL

1

 

 

Competitor

Competitor

DTYPE_BOOL

1

 

 

Credit Agency Number

CreditAgencyNumber

DTYPE_TEXT

30

 

 

Cumulative Sales

CumulativeSales

DTYPE_NUMBER

22

 

 

Currency Code

CurrencyCode

DTYPE_TEXT

15

4

 

Current Volume

CurrentVolume

DTYPE_CURRENCY

22

 

 

Dont Call

DontCall

DTYPE_BOOL

1

 

 

Drug Spent Currency Code

DrugSpentCurrencyCode

DTYPE_TEXT

30

4

Use for picking a related entity

Employees

Employees

DTYPE_NUMBER

22

 

 

Facility Flag

FacilityFlag

DTYPE_BOOL

1

 

 

Federal Tax Number

FederalTaxNumber

DTYPE_TEXT

15

 

 

Financing Method

FinancingMethod

DTYPE_TEXT

30

 

Bound by FINCORP_CLIENT_FINANCING

Gross Potential Value

GrossPotentialValue

DTYPE_CURRENCY

22

 

 

Group Type Code

GroupTypeCode

DTYPE_TEXT

30

4

Bound by GROUP_TYPE_CD

Home Page

HomePage

DTYPE_TEXT

100

 

 

Id

Id

DTYPE_ID

15

 

For cross-referencing

Integration Id

IntegrationId

DTYPE_TEXT

30

 

 

Internal Org Flag

InternalOrgFlag

DTYPE_BOOL

1

4

 

Investor Flag

InvestorFlag

DTYPE_BOOL

1

 

 

Last Year Sales

LastYearSales

DTYPE_CURRENCY

22

 

 

Legal Status

LegalStatus

DTYPE_TEXT

30

 

Bound by UT_LEGAL_STATUS

Location

Location

DTYPE_TEXT

50

 

 

Main Fax Number

MainFaxNumber

DTYPE_PHONE

40

 

 

Main Phone Number

MainPhoneNumber

DTYPE_PHONE

40

 

 

Master Account Id

MasterAccountId

DTYPE_ID

15

 

 

Name

Name

DTYPE_TEXT

100

4

 

operation

operation

DTYPE_TEXT

30

 

 

Partner Flag

PartnerFlag

DTYPE_BOOL

1

 

 

Party UId

PartyUId

DTYPE_TEXT

100

4

 

Privacy Code

PrivacyCode

DTYPE_TEXT

30

4

Bound by PRIVACY_CODE

Reference Flag

ReferenceFlag

DTYPE_BOOL

1

 

 

Referenciable

Referenciable

DTYPE_BOOL

1

 

 

Revenue Growth

RevenueGrowth

DTYPE_NUMBER

22

 

 

Service Provider Flag

ServiceProviderFlag

DTYPE_TEXT

1

 

 

Status

Status

DTYPE_TEXT

30

 

Bound by FINS_COMPETITOR_STATUS_MLOV

Total # Meters

TotalMeters

DTYPE_NUMBER

22

 

 

Total Potential Volume

TotalPotentialVolume

DTYPE_CURRENCY

22

 

 

Type

Type

DTYPE_TEXT

30

 

Bound by ACCOUNT_TYPE

Unionized

Unionized

DTYPE_BOOL

1

 

 

YTD Net Contribution

YTDNetContribution

DTYPE_CURRENCY

22

 

 

IC: Contact

Account Id

AccountId

DTYPE_ID

30

 

 

Account Integration Id

AccountIntegrationId

DTYPE_TEXT

30

 

 

Assistant

Assistant

DTYPE_TEXT

50

 

 

Assistant Phone #

AssistantPhone

DTYPE_PHONE

40

 

 

Cellular Phone #

CellularPhone

DTYPE_PHONE

40

 

 

Fax Phone #

FaxPhone

DTYPE_PHONE

40

 

 

First Name

FirstName

DTYPE_TEXT

50

4

 

Home Phone #

HomePhone

DTYPE_TEXT

40

 

 

Job Title

JobTitle

DTYPE_TEXT

75

 

 

Last Name

LastName

DTYPE_TEXT

50

4

 

M/M

MM

DTYPE_TEXT

15

 

 

Middle Name

MiddleName

DTYPE_TEXT

50

 

 

operation

operation

DTYPE_TEXT

30

 

 

Party UId

PartyUId

DTYPE_TEXT

100

4

 

Person UId

PersonUId

DTYPE_ID

30

 

 

Preferred Communication Method

PreferredCommunicationMethod

DTYPE_TEXT

20

 

Bound by COMM_METHOD

Privacy Code

PrivacyCode

DTYPE_TEXT

30

4

Bound by PRIVACY_CODE

Row Id

RowId

DTYPE_ID

100

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Work Phone #

WorkPhone

DTYPE_PHONE

45

 

 

IC: Contact_Personal Address

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

 

Personal Address Id

PersonalAddressId

DTYPE_ID

100

4

 

Personal Address Integration Id

PersonalAddressIntegrationId

DTYPE_TEXT

30

 

 

Personal City

PersonalCity

DTYPE_TEXT

50

4

 

Personal Country

PersonalCountry

DTYPE_TEXT

50

 

Bound by COUNTRY

Personal Postal Code

PersonalPostalCode

DTYPE_TEXT

30

 

 

Personal State

PersonalState

DTYPE_TEXT

10

 

Bound by STATE_ABBREV

Personal Street Address

PersonalStreetAddress

DTYPE_TEXT

200

4

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

IC: Related Industry

Industry

Industry

DTYPE_TEXT

50

4

 

Industry Id

IndustryId

DTYPE_ID

30

4

 

Industry Integration Id

IndustryIntegrationId

DTYPE_TEXT

30

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

SIC Code

SICCode

DTYPE_TEXT

30

4

 

IC: Related Organization

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

Organization

Organization

DTYPE_TEXT

100

4

 

Organization Id

OrganizationId

DTYPE_ID

100

4

 

Organization Integration Id

OrganizationIntegrationId

DTYPE_TEXT

30

 

 

IC: Related Sales Reps

Division

Division

DTYPE_TEXT

255

4

Use to pick a related entity

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

Login

Login

DTYPE_ID

15

 

 

Position

Position

DTYPE_TEXT

50

 

 

Position Id

PositionId

DTYPE_ID

30

 

 

Position Integration Id

PositionIntegrationId

DTYPE_TEXT

30

 

 

IC: Sub Account

Account Status

AccountStatus2

DTYPE_TEXT

30

 

Bound by ACCOUNT_STATUS

Id

Id

DTYPE_ID

100

4

 

Location

Location

DTYPE_TEXT

50

 

 

Main Phone Number

MainPhoneNumber

DTYPE_PHONE

40

 

 

Name

Name

DTYPE_TEXT

100

4

 

operation

operation

DTYPE_TEXT

30

 

 

operation

operation

DTYPE_TEXT

30

 

 

Party UId

PartyUId

DTYPE_TEXT

30

4

 

Party UId

PartyUId

DTYPE_TEXT

30

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Type

Type

DTYPE_TEXT

255

4

Bound by ACCOUNT_TYPE

Type

Type

DTYPE_TEXT

255

 

 

IC: Sub Account_Business Address

Address Id

AddressId

DTYPE_ID

30

4

 

Address Name

AddressName

DTYPE_TEXT

100

 

 

Integration Id

IntegrationId

DTYPE_TEXT

30

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Street Address

StreetAddress

DTYPE_TEXT

200

4

 

IC: Sub Account_Position

Division

Division

DTYPE_TEXT

255

4

Use to pick the related entity

Division Integration Id

DivisionIntegrationId

DTYPE_TEXT

30

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

operation

operation

DTYPE_TEXT

30

 

 

Position

Position

DTYPE_TEXT

50

 

Bound by POSITION_TYPE

Position Id

PositionId

DTYPE_ID

30

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

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