Bookshelf v7.7: Account

UCM Account messages are used in insert, query, update, and delete operations to maintain Account Profile Information. LookUpAccount Profile and LookUptProfileByName are used for query operations. UpdateAccountProfile, InsertAccountProfile, and DeleteAccountProfile are message pairs for request and response operations. Figure 28 describes the structure of this message.

Table 113. Account Integration Component Fields
Name	XML Tag	Data Type	Length	Req	Notes
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
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
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	4	Bound by ACCOUNT_TYPE
Unionized	Unionized	DTYPE_BOOL	1
YTD Net Contribution	YTDNetContribution	DTYPE_CURRENCY	22
operation	operation	DTYPE_TEXT	30
Id	Id	DTYPE_ID	150		For cross-referencing
Account_Business Address
Address Id	AddressId	DTYPE_ID	30	4
Address Integration Id	AddressIntegrationId	DTYPE_TEXT	30
Bill Address Flag	BillAddressFlag	DTYPE_TEXT	1
City	City	DTYPE_TEXT	50
Country	Country	DTYPE_TEXT	50		Use for pick a related entity
Email Address	EmailAddress	DTYPE_TEXT	50
IsPrimaryMVG	IsPrimaryMVG	DTYPE_TEXT	1
Postal Code	PostalCode	DTYPE_TEXT	30
Ship Address Flag	ShipAddressFlag	DTYPE_TEXT	1
State	State	DTYPE_TEXT	10		Bound by STATE_ABBREV
Street Address	StreetAddress	DTYPE_TEXT	200
operation	operation	DTYPE_TEXT	30
searchspec	searchspec	DTYPE_TEXT	250
Action
Alarm	Alarm	DTYPE_BOOL	1
Assignment Excluded	AssignmentExcluded	DTYPE_BOOL	1
Associated Cost	AssociatedCost	DTYPE_CURRENCY	22
Billable Flag	BillableFlag	DTYPE_BOOL	1
Call Id	CallId	DTYPE_TEXT	30
Category	Category	DTYPE_TEXT	30	4	Use for picking a related entity
Class	Class	DTYPE_TEXT	30		Bound by FS_ACTIVITY_CLASS
Comment	Comment	DTYPE_TEXT	"1,500"
Description	Description	DTYPE_TEXT	100
Display	Display	DTYPE_TEXT	30
Done	Done	DTYPE_UTCDATETIME	7
Done Flag	DoneFlag	DTYPE_BOOL	1
Due	Due	DTYPE_UTCDATETIME	7
Duration Minutes	DurationMinutes	DTYPE_INTEGER	22		Bound by APPOINTMENT_DURATION
Expense Related Flag	ExpenseRelatedFlag	DTYPE_BOOL	1
Id	Id	DTYPE_TEXT	100	4
Integration Id	IntegrationId	DTYPE_TEXT	30
No Sooner Than Date	NoSoonerThanDate	DTYPE_UTCDATETIME	7
Objective	Objective	DTYPE_TEXT	30
Owned By	OwnedBy	DTYPE_TEXT	30	4	Use for pick a related entity
Owned By Id	OwnedById	DTYPE_TEXT	30	4
Primary Owned By	PrimaryOwnedBy	DTYPE_TEXT	50		Use for pick a related entity
Primary Owner Id	PrimaryOwnerId	DTYPE_ID	30
Priority	Priority	DTYPE_TEXT	30		Bound by ACTIVITY_PRIORITY
Private	Private	DTYPE_BOOL	1
Repeating	Repeating	DTYPE_BOOL	1
Repeating Expires	RepeatingExpires	DTYPE_DATETIME	7
Status	Status	DTYPE_TEXT	30		Bound by EVENT_STATUS
Type	Type2	DTYPE_TEXT	30	4	Bound by TODO_TYPE
operation	operation	DTYPE_TEXT	30
searchspec	searchspec	DTYPE_TEXT	250
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
Party UId	PartyUId	DTYPE_TEXT	100	4
Person UId	PersonUId	DTYPE_ID	30	4
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
Work Phone #	WorkPhone	DTYPE_PHONE	45
operation	operation	DTYPE_TEXT	30
searchspec	searchspec	DTYPE_TEXT	250
FINCORP Deposit Account
Account Branch Number	AccountBranchNumber	DTYPE_TEXT	100
Account Category	AccountCategory	DTYPE_TEXT	30		Bound by FINS_ASSET_PROD_CLASS_MLOV
Account Number	AccountNumber	DTYPE_TEXT	100	4
Account Status	AccountStatus	DTYPE_TEXT	30		Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV
Branch	Branch	DTYPE_TEXT	50
Current Balance	CurrentBalance	DTYPE_CURRENCY	22
Id	Id	DTYPE_TEXT	100
Integration Id	Integration Id	DTYPE_TEXT	30
Name	Name	DTYPE_TEXT	100	4	Use for pick a related entity
Product Id	ProductId	DTYPE_ID	100	4
Type	Type	DTYPE_TEXT	30		Bound by FINS_OWNERSHIP_TYPE_MLOV
operation	operation	DTYPE_TEXT	30
searchspec	searchspec	DTYPE_TEXT	250
FINCORP Loan Account
Account Branch Number	AccountBranchNumber	DTYPE_TEXT	30
Account Category	AccountCategory	DTYPE_TEXT	30		Bound by FINS_ASSET_PROD_CLASS_MLOV
Account Number	AccountNumber	DTYPE_TEXT	100	4
Account Status	AccountStatus	DTYPE_TEXT	30		Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV
Current Balance	CurrentBalance	DTYPE_CURRENCY	22
Id	Id	DTYPE_TEXT	30
Integration Id	IntegrationId	DTYPE_TEXT	30
Name	Name	DTYPE_TEXT	100	4	Use for pick a related entity
Product Id	ProductId	DTYPE_ID	100	4	Use for pick a related entity
Type	Type	DTYPE_TEXT	30		FINS_OWNERSHIP_TYPE_MLOV
operation	operation	DTYPE_TEXT	30
searchspec	searchspec	DTYPE_TEXT	250
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
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
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
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
Party UId	PartyUId	DTYPE_TEXT	30	4
Type	Type	DTYPE_TEXT	255	4	Bound by ACCOUNT_TYPE
operation	operation	DTYPE_TEXT	30
searchspec	searchspec	DTYPE_TEXT	250