Siebel Universal Customer Master Applications Reference for Industry Applications > Siebel UCM Applications Messages >
Siebel Universal Customer Master Application Messages
The Siebel Universal Customer Master Application messages provide a solution for enterprise customer, partner, and prospect data management and access. The Siebel Universal Customer Master Application messages, embedded in Customer Relationship Management Markup Language (CRMML) XML messages, interact with systems across the enterprise application network and function as the system of record for customer data.
Contact Profile
CIF Contact Profile messages are used in insert, query, update, and delete operations to maintain Contact Profile Information. LookUpContact Profile and LookUpContactProfileByName are used for query operations. UpdateContactProfile, InsertContactProfile, and DeleteContactProfile are message pairs for request and response operations. Figure 15 describes the structure of this message.
Figure 15. CIF Contact Profile Structure
|
Table 32. Contact Profile Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProfile
|
Contact
|
LookUpContactProfile
|
1:PartyUId2: Id
|
CIFContactProfileRs
|
Contact
|
LookUpContactProfileResponse
|
1:PartyUId2: Id
|
Table 33. Contact Profile Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProfileByName
|
Contact
|
LookUpContactProfileByName
|
1:PartyUId2: Id
|
CIFContactProfileByNameRs
|
Contact
|
LookUpContactProfileByNameResponse
|
1:PartyUId2: Id
|
Table 34. Contact Profile Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProfileUpdate
|
Contact
|
UpdateContactProfile
|
1:PartyUId2: Id
|
CIFContactProfileUpdateRs
|
Contact
|
UpdateContactProfileResponse
|
1:PartyUId2: Id
|
Table 35. Contact Profile Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProfileInsert
|
Contact
|
InsertContactProfile
|
1:PartyUId2: Id
|
CIFContactProfileUpdateRs
|
Contact
|
InsertContactProfileResponse
|
1:PartyUId2: Id
|
Table 36. Contact Profile Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProfileDelete
|
Contact
|
DeleteContactProfile
|
1:PartyUId2: Id
|
CIFContactProfileDeleteRs
|
Contact
|
DeleteContactProfileResponse
|
1:PartyUId2: Id
|
Table 37. Contact Profile Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
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
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
Y
|
This tag is required for Id cross-referencing. Tag stores incoming external Id.
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/F
|
MF
|
DTYPE_TEXT
|
30
|
|
Bound by SEX_MF
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
|
Bound by MR_MS
|
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
|
|
|
Personal Contact
|
PersonalContact
|
DTYPE_TEXT
|
1
|
|
|
Preferred Communications
|
PreferredCommunications
|
DTYPE_TEXT
|
30
|
|
Bound by OFFER_MEDIA
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
|
Bound by PRIVACY_CODE
|
Social Security Number
|
SocialSecurityNumber
|
DTYPE_TEXT
|
20
|
|
|
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
|
|
|
Suppress Share
|
SuppressShare
|
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
|
Contact Address
CIF Contact Address messages are used in insert, query, update, and delete operations to maintain Contact Address Information. LookUpContact Address and LookUpContactAddressByName are used for query operations. UpdateContactAddress, InsertContactAddresse, and DeleteContactAddress are message pairs for request and response operations. Figure 16 describes the structure of this message.
Figure 16. CIF Contact Address Structure
|
Table 38. Contact Address Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactAddress
|
Contact
|
LookUpContactAddress
|
1:PartyUId2: Id
|
CIFContactAddressRs
|
Contact
|
LookUpContactAddressResponse
|
1:PartyUId2: Id
|
Table 39. Contact Address Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactAddressByName
|
Contact
|
LookUpContactAddressByName
|
1:PartyUId2: Id
|
CIFContactAddressByNameRs
|
Contact
|
LookUpContactAddressByNameResponse
|
1:PartyUId2: Id
|
Table 40. Contact Address Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactAddressUpdate
|
Contact
|
UpdateContactAddress
|
1:PartyUId2: Id
|
CIFContactAddressUpdateRs
|
Contact
|
UpdateContactAddressResponse
|
1:PartyUId2: Id
|
Table 41. Contact Address Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactAddressInsert
|
Contact
|
InsertContactAddress
|
1:PartyUId2: Id
|
CIFContactAddressInsertRs
|
Contact
|
InsertContactAddressResponse
|
1:PartyUId2: Id
|
Table 42. Contact Address Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactAddressDelete
|
Contact
|
DeleteContactAddress
|
1:PartyUId2: Id
|
CIFContactAddressDeleteRs
|
Contact
|
DeleteContactAddressResponse
|
1:PartyUId2: Id
|
Table 43. Contact Address Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
Contact
|
Fax Phone #
|
FaxPhone
|
DTYPE_TEXT
|
40
|
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
Y
|
This tag is required for Id cross-referencing. Tag stores incoming external Id.
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
|
Bound by MR_MS
|
Middle Name
|
MiddleName
|
DTYPE_TEXT
|
50
|
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
|
|
Person UId
|
PersonUId
|
DTYPE_TEXT
|
100
|
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
Bound by CONTACT_STATUS
|
Work Phone #
|
WorkPhone
|
DTYPE_TEXT
|
40
|
|
|
Work Phone Extension
|
WorkPhoneExtension
|
DTYPE_TEXT
|
10
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
Contact_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
|
Y
|
|
INS Personal Country
|
INSPersonalCountry
|
DTYPE_TEXT
|
30
|
|
|
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
|
|
|
INS Personal Street Address
|
INSPersonalStreetAddress
|
DTYPE_TEXT
|
200
|
Y
|
|
INS Personal Street Address 2
|
INSPersonalStreetAddress2
|
DTYPE_TEXT
|
100
|
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
Contact Activity
CIF Contact Activity messages are used in insert, query, update, and delete operations to maintain Contact Activity Information. LookUpContactActivity and LookUpContactActivityByName are used for query operations. UpdateContactActivity, InsertContactActivity, and DeleteContactActivity are message pairs for request and response operations. Figure 17 describes the structure of this message.
Figure 17. CIF Contact Activity Structure
|
Table 44. Contact Activity Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactActivity
|
Contact
|
LookUpContactActivity
|
1:PartyUId2: Id
|
CIFContactActivityRs
|
Contact
|
LookUpContactActivityResponse
|
1:PartyUId2: Id
|
Table 45. Contact Activity Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactActivityByName
|
Contact
|
LookUpContactActivityByName
|
1:PartyUId2: Id
|
CIFContactActivityByNameRs
|
Contact
|
LookUpContactActivityByNameResponse
|
1:PartyUId2: Id
|
Table 46. Contact Activity Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactActivityUpdate
|
Contact
|
UpdateContactActivity
|
1:PartyUId2: Id
|
CIFContactActivityUpdateRs
|
Contact
|
UpdateContactActivityResponse
|
1:PartyUId2: Id
|
Table 47. Contact Activity Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactActivityInsert
|
Contact
|
InsertContactActivity
|
1:PartyUId2: Id
|
CIFContactActivityInsertRs
|
Contact
|
InsertContactActivityResponse
|
1:PartyUId2: Id
|
Table 48. Contact Activity Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactActivityDelete
|
Contact
|
DeleteContactActivity
|
1:PartyUId2: Id
|
CIFContactActivityDeleteRs
|
Contact
|
DeleteContactActivityResponse
|
1:PartyUId2: Id
|
Table 49. Contact Activity Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
Contact
|
Assistant
|
Assistant
|
DTYPE_TEXT
|
50
|
|
|
Assistant Phone #
|
AssistantPhone
|
DTYPE_TEXT
|
40
|
|
|
Cellular Phone #
|
CellularPhone
|
DTYPE_TEXT
|
40
|
|
|
Email Address
|
EmailAddress
|
DTYPE_TEXT
|
50
|
|
|
Fax Phone #
|
FaxPhone
|
DTYPE_TEXT
|
40
|
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
Y
|
This tag is required for Id cross-referencing. Tag stores incoming external Id.
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/F
|
MF
|
DTYPE_TEXT
|
30
|
|
Bound by SEX_MF
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
|
Bound by MR_MS
|
Middle Name
|
MiddleName
|
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
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
Bound by CONTACT_STATUS
|
Work Phone #
|
WorkPhone
|
DTYPE_TEXT
|
40
|
|
|
Work Phone Extension
|
WorkPhoneExtension
|
DTYPE_TEXT
|
10
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
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_DATETIME
|
7
|
|
|
Done Flag
|
DoneFlag
|
DTYPE_TEXT
|
1
|
|
|
Due
|
Due
|
DTYPE_DATETIME
|
7
|
|
|
Duration Minutes
|
DurationMinutes
|
DTYPE_NUMBER
|
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
|
|
|
Planned
|
Planned
|
DTYPE_UTCDATETIME
|
7
|
|
|
Planned Completion
|
PlannedCompletion
|
DTYPE_UTCDATETIME
|
7
|
|
|
Priority
|
Priority
|
DTYPE_TEXT
|
30
|
|
|
Started
|
Started
|
DTYPE_UTCDATETIME
|
7
|
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
Bound by EVENT_STATUS
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
Y
|
Bound by TODO_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
Contact Product
CIF Contact Products messages are used in insert, query, update, and delete operations to maintain Contact Product (Financial Account) Information. LookUpContactProduct and LookUpContactProductByName are used for query operations. UpdateContactProduct, InsertContactProduct, and DeleteContactProduct are message pairs for request and response operations. Figure 18 describes the structure of this message
Figure 18. CIF Contact Product Structure
|
Table 50. Contact Product Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProduct
|
Contact
|
LookUpContactProduct
|
1:PartyUId2: Id
|
CIFContactProductRs
|
Contact
|
LookUpContactProductResponse
|
1:PartyUId2: Id
|
Table 51. Contact Product Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProductByName
|
Contact
|
LookUpContactProductByName
|
1:PartyUId2: Id
|
CIFContactProductByNameR
|
Contact
|
LookUpContactProductByNameResponse
|
1:PartyUId2: Id
|
Table 52. Contact Product Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProductUpdate
|
Contact
|
UpdateContactProduct
|
1:PartyUId2: Id
|
CIFContactProductUpdateRs
|
Contact
|
UpdateContactProductResponse
|
1:PartyUId2: Id
|
Table 53. Contact Product Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProductInsert
|
Contact
|
InsertContactProduct
|
1:PartyUId2: Id
|
CIFContactProductInsertRs
|
Contact
|
InsertContactProductResponse
|
1:PartyUId2: Id
|
Table 54. Contact Product Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactProductDelete
|
Contact
|
DeleteContactProduct
|
1:PartyUId2: Id
|
CIFContactProductDeleteRs
|
Contact
|
DeleteContactProductResponse
|
1:PartyUId2: Id
|
Table 55. Contact Product Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
Contact
|
Assistant
|
Assistant
|
DTYPE_TEXT
|
50
|
|
|
Assistant Phone #
|
AssistantPhone
|
DTYPE_TEXT
|
40
|
|
|
Cellular Phone #
|
CellularPhone
|
DTYPE_TEXT
|
40
|
|
|
Email Address
|
EmailAddress
|
DTYPE_TEXT
|
50
|
|
|
Fax Phone #
|
FaxPhone
|
DTYPE_TEXT
|
40
|
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
Y
|
This tag is required for Id cross-referencing. Tag stores incoming external Id.
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/F
|
MF
|
DTYPE_TEXT
|
255
|
|
Bound by SEX_MF
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
|
Bound by MR_MS
|
Middle Name
|
MiddleName
|
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
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
|
Work Phone #
|
WorkPhone
|
DTYPE_TEXT
|
40
|
|
|
Work Phone Extension
|
WorkPhoneExtension
|
DTYPE_TEXT
|
10
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
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
|
AccountNumber
|
DTYPE_TEXT
|
100
|
Y
|
|
Account Status
|
AccountStatus
|
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
|
|
|
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
|
Y
|
Used for picking a related entity
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
15
|
|
|
Product Id
|
ProductId
|
DTYPE_ID
|
15
|
Y
|
|
Relationship Limit
|
RelationshipLimit
|
DTYPE_CURRENCY
|
22
|
|
|
Start Date
|
StartDate
|
DTYPE_DATE
|
7
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
Contact Relationship
CIF Contact Relationship messages are used in insert, query, update, and delete operations to maintain Contact Relationships. LookUpContactRelationship and LookUpContactRelationshipByName are used for query operations. UpdateContactRelationship, InsertContactRelationship and DeleteContactRelationship are message pairs for request and response operations. Figure 19 describes the structure of this message
Figure 19. CIF Contact Relationship Structure
|
Table 56. Contact Relationship Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactRelationship
|
Contact
|
LookUpContactRelationship
|
1:PartyUId2: Id
|
CIFContactRelationshipRs
|
Contact
|
LookUpContactRelationshipResponse
|
1:PartyUId2: Id
|
Table 57. Contact Relationship Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactRelationshipByName
|
Contact
|
LookUpContactRelationshipByName
|
1:PartyUId2: Id
|
CIFContactRelationshipByNameRs
|
Contact
|
LookUpContactRelationshipByNameResponse
|
1:PartyUId2: Id
|
Table 58. Contact Relationship Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactRelationshipUpdate
|
Contact
|
UpdateContactRelationship
|
1:PartyUId2: Id
|
CIFContactRelationshipUpdateRs
|
Contact
|
UpdateContactRelationshipResponse
|
1:PartyUId2: Id
|
Table 59. Contact Relationship Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactRelationshipInsert
|
Contact
|
InsertContactRelationship
|
1:PartyUId2: Id
|
CIFContactRelationshipInsertRs
|
Contact
|
InsertContactRelationshipResponse
|
1:PartyUId2: Id
|
Table 60. Contact Relationship Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactRelationshipDelete
|
Contact
|
DeleteContactRelationship
|
1:PartyUId2: Id
|
CIFContactRelationshipDeleteRs
|
Contact
|
DeleteContactRelationshipResponse
|
1:PartyUId2: Id
|
Table 61. Contact Relationship Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
Contact
|
Assistant
|
Assistant
|
DTYPE_TEXT
|
50
|
|
|
Assistant Phone #
|
AssistantPhone
|
DTYPE_TEXT
|
40
|
|
|
Cellular Phone #
|
CellularPhone
|
DTYPE_TEXT
|
40
|
|
|
Email Address
|
EmailAddress
|
DTYPE_TEXT
|
50
|
|
|
Fax Phone #
|
FaxPhone
|
DTYPE_TEXT
|
40
|
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
Y
|
This tag is required for Id cross-referencing. Tag stores incoming external Id.
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
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
|
|
|
|
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
|
|
|
Middle Name
|
MiddleName
|
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
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
Bound by CONTACT_STATUS
|
Work Phone #
|
WorkPhone
|
DTYPE_TEXT
|
40
|
|
|
Work Phone Extension
|
WorkPhoneExtension
|
DTYPE_TEXT
|
10
|
|
|
Operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Account
|
Account
|
Account
|
DTYPE_TEXT
|
100
|
Y
|
|
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
|
30
|
|
Bound by ACCOUNT_STATUS
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Related Account Integration Id
|
RelatedAccountIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Household
|
Household Id
|
HouseholdId
|
DTYPE_ID
|
30
|
|
|
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
|
|
System field
|
Organization
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Organization
|
Organization
|
DTYPE_TEXT
|
50
|
|
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
30
|
|
|
Organization Integration Id
|
OrganizationIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Position
|
Division
|
Division
|
DTYPE_TEXT
|
255
|
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Position
|
Position
|
DTYPE_TEXT
|
50
|
|
|
Position Id
|
PositionId
|
DTYPE_ID
|
|
|
|
Position Integration Id
|
PositionIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Sales Rep
|
SalesRep
|
DTYPE_TEXT
|
50
|
|
|
Operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Contact
CIF 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 20 describes the structure of this message.
Figure 20. CIF Contact Structure
|
Table 62. Contact Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContact
|
Contact
|
LookUpContact
|
1:PartyUId2: Id
|
CIFContactRs
|
Contact
|
LookUpContactResponse
|
1:PartyUId2: Id
|
Table 63. Contact Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactByName
|
Contact
|
LookUpContactByName
|
1:PartyUId2: Id
|
CIFContactByNameRs
|
Contact
|
LookUpContactByNameResponse
|
1:PartyUId2: Id
|
Table 64. Contact Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactUpdate
|
Contact
|
UpdateContact
|
1:PartyUId2: Id
|
CIFContactUpdateRs
|
Contact
|
UpdateContactResponse
|
1:PartyUId2: Id
|
Table 65. Contact Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactInsert
|
Contact
|
InsertContact
|
1:PartyUId2: Id
|
CIFContactInsertRs
|
Contact
|
InsertContactResponse
|
1:PartyUId2: Id
|
Table 66. Contact Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFContactDelete
|
Contact
|
DeleteContact
|
1:PartyUId2: Id
|
CIFContactDeleteRs
|
Contact
|
DeleteContactResponse
|
1:PartyUId2: Id
|
Table 67. Contact Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
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
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
Y
|
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
|
Y
|
|
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
|
Account
|
Account
|
Account
|
DTYPE_TEXT
|
100
|
Y
|
|
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
|
Y
|
|
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
|
Communication Address
|
Alternate Email Address
|
AlternateEmailAddress
|
DTYPE_TEXT
|
100
|
Y
|
|
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
|
Y
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
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
|
Y
|
|
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
|
Y
|
|
INS Personal Street Address 2
|
INSPersonalStreetAddress2
|
DTYPE_TEXT
|
100
|
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
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
|
Position
|
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
|
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
|
|
|
Planned
|
Planned
|
DTYPE_UTCDATETIME
|
7
|
|
|
Started
|
Started
|
DTYPE_UTCDATETIME
|
7
|
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
Bound by EVENT_STATUS
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
Y
|
Bound by TODO_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
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
|
Y
|
|
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
|
Y
|
Used for picking a related entity
|
Organization Id
|
OrganizationId2
|
DTYPE_ID
|
15
|
|
|
Product Id
|
ProductId
|
DTYPE_ID
|
15
|
Y
|
|
Relationship Limit
|
RelationshipLimit
|
DTYPE_CURRENCY
|
22
|
|
|
Start Date
|
StartDate
|
DTYPE_DATETIME
|
7
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Household
CIF Household messages are used in insert, query, update, and delete operations to maintain Household information. LookUpHousehold and LookUpHouseholdByName are used for query operations. UpdateHousehold, InsertHoushold, and DeleteHousehold are message pairs for request and response operations. Figure 21 describes the structure of this message.
Figure 21. CIF Household Structure
|
Table 68. Household Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFHousehold
|
Household
|
LookUpHousehold
|
1:PartyUId2: Id
|
CIFHouseholdRs
|
Household
|
LookUpHouseholdResponse
|
1:PartyUId2: Id
|
Table 69. Household Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFHouseholdByName
|
Household
|
LookUpHouseholdByName
|
1:PartyUId2: Id
|
CIFHouseholdByNameRs
|
Household
|
LookUpHouseholdByNameResponse
|
1:PartyUId2: Id
|
Table 70. Household Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFHouseholdUpdate
|
Household
|
UpdateHousehold
|
1:PartyUId2: Id
|
CIFHouseholdUpdateRs
|
Household
|
UpdateHouseholdResponse
|
1:PartyUId2: Id
|
Table 71. Household Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFHouseholdInsert
|
Household
|
InsertHousehold
|
1:PartyUId2: Id
|
CIFHouseholdInsertRs
|
Household
|
InsertHouseholdResponse
|
1:PartyUId2: Id
|
Table 72. Houshold Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFHouseholdDelete
|
Household
|
DeleteHousehold
|
1:PartyUId2: Id
|
CIFHouseholdDeleteRs
|
Household
|
DeleteHouseholdResponse
|
1:PartyUId2: Id
|
Table 73. Household Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
Household
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
|
|
Category
|
Category
|
DTYPE_TEXT
|
30
|
|
Bound by HOUSEHOLD_CATEGORIES
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
20
|
|
Used for picking a related entity.
|
Fax Number
|
FaxNumber
|
DTYPE_TEXT
|
40
|
|
|
Household Name
|
HouseholdName
|
DTYPE_TEXT
|
50
|
|
|
Household Number
|
HouseholdNumber
|
DTYPE_TEXT
|
100
|
|
|
Household Size
|
HouseholdSize
|
DTYPE_INTEGER
|
22
|
|
|
Household Wealth
|
HouseholdWealth
|
DTYPE_CURRENCY
|
22
|
|
|
Id
|
Id
|
DTYPE_ID
|
30
|
|
This tag is required for Id cross-referencing. Tag stores incoming external Id.
|
Income
|
Income
|
DTYPE_CURRENCY
|
7
|
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
|
|
Phone Number
|
PhoneNumber
|
DTYPE_TEXT
|
40
|
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
|
Bound by PRIVACY_CODE
|
Revenue
|
Revenue
|
DTYPE_CURRENCY
|
22
|
|
|
Segment
|
Segment
|
DTYPE_TEXT
|
30
|
|
Bound by HOUSEHOLD_SEGMENT
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
|
Bound by HOUSEHOLD_STATUS
|
Suppress All Calls
|
SuppressAllCalls
|
DTYPE_TEXT
|
1
|
|
|
Suppress All Mailings
|
SuppressAllMailings
|
DTYPE_TEXT
|
1
|
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
|
Bound by HOUSEHOLD_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
|
Contact
|
Contact Integration Id
|
ContactIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Contact Party UId
|
ContactPartyUId
|
DTYPE_TEXT
|
100
|
|
|
DOB
|
DOB
|
DTYPE_DATE
|
7
|
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
|
Bound by MR_MS
|
Middle Name
|
MiddleName
|
DTYPE_TEXT
|
50
|
|
|
Person UId
|
PersonUId
|
DTYPE_TEXT
|
100
|
|
|
Related Contact Id
|
RelatedContactId
|
DTYPE_ID
|
15
|
|
|
Related Date Entered Household
|
RelatedDateEnteredHousehold
|
DTYPE_UTCDATETIME
|
7
|
|
|
Related Date Exited Household
|
RelatedDateExitedHousehold
|
DTYPE_UTCDATETIME
|
7
|
|
|
Related Primary Organization Id
|
RelatedPrimaryOrganizationId
|
DTYPE_ID
|
15
|
|
|
Relation to Household
|
RelationtoHousehold
|
DTYPE_TEXT
|
30
|
|
Bound by REL_TO_HOUSEHOLD
|
SSN
|
SSN
|
DTYPE_TEXT
|
11
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Household Address
|
Address Integration Id
|
AddressIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Address Name
|
AddressName
|
DTYPE_TEXT
|
100
|
|
|
Address Row Id
|
AddressRowId
|
DTYPE_ID
|
15
|
|
|
City
|
City
|
DTYPE_TEXT
|
50
|
Y
|
|
Country
|
Country
|
DTYPE_TEXT
|
30
|
|
Bound by COUNTRY
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Postal code
|
Postalcode
|
DTYPE_TEXT
|
30
|
|
|
State
|
State
|
DTYPE_TEXT
|
10
|
|
Bound by STATE_ABBREV
|
Street Address
|
StreetAddress
|
DTYPE_TEXT
|
200
|
Y
|
|
Street Address 2
|
StreetAddress2
|
DTYPE_TEXT
|
100
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Organization
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Organization
|
Organization
|
DTYPE_TEXT
|
50
|
|
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
30
|
|
|
Organization Integration Id
|
OrganizationIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Position
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
Position
|
Position
|
DTYPE_TEXT
|
50
|
|
|
Position Division
|
PositionDivision
|
DTYPE_TEXT
|
255
|
|
|
Position Id
|
PositionId
|
DTYPE_ID
|
15
|
|
|
Position Integration Id
|
PositionIntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Team
|
Team
|
DTYPE_TEXT
|
50
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Personal Address
CIF Personal Address messages are used for requesting Personal Address information. They are a message pair for request and response operations. Figure 22 describes the structure of this message.
Figure 22. CIF Personal Address Structure
|
Table 74. Personal Address Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFPersonalAddress
|
Personal Address
|
LookUpPersonalAddress
|
1: Street Address, City,State, Postal Code
|
CIFPersonalAddressRs
|
Household
|
InsertHouseholdResponse
|
1: Street Address, City,State, Postal Code
|
Table 75. Personal Address Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
Personal Address
|
Address Description
|
AddressDescription
|
DTYPE_TEXT
|
30
|
|
Bound by FIN_CON_ADDRESS_DESC
|
Address Name
|
AddressName
|
DTYPE_TEXT
|
100
|
|
|
Address Type
|
AddressType
|
DTYPE_TEXT
|
30
|
|
Bound by FIN_CON_ADDRESS_TYPE
|
Apartment Number
|
ApartmentNumber
|
DTYPE_TEXT
|
5
|
|
|
City
|
City
|
DTYPE_TEXT
|
50
|
Y
|
|
Country
|
Country
|
DTYPE_TEXT
|
30
|
|
Bound by COUNTRY
|
County
|
County
|
DTYPE_TEXT
|
50
|
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Postal Code
|
PostalCode
|
DTYPE_TEXT
|
30
|
|
|
State
|
State
|
DTYPE_TEXT
|
10
|
|
Bound by STATE_ABBREV
|
Street Address
|
StreetAddress
|
DTYPE_TEXT
|
200
|
Y
|
|
Street Address 2
|
StreetAddress2
|
DTYPE_TEXT
|
100
|
|
|
Zip Code
|
ZipCode
|
DTYPE_TEXT
|
30
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
FINCORP Account
CIF FINCORP Account messages are used for requesting FINCORP Account information. They are a message pair for request and response operations. Figure 23 describes the structure of this message.
Figure 23. CIF FINCORP Account Structure
|
Table 76. FINCORP Account Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFFINCORPAccount
|
FINCORP Account
|
LookUpFINCORPAccount
|
1: Account Number
|
CIFFINCORPAccountRs
|
FINCORP Account
|
LookUpFINCORPAccountResponse
|
1: Account Number
|
Table 77. FINCORP Account Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Req
|
Note
|
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
|
AccountNumber
|
DTYPE_TEXT
|
100
|
Y
|
|
Account Status
|
AccountStatus
|
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
|
|
|
CA Next Statement Date
|
CANextStatementDate
|
DTYPE_DATE
|
7
|
|
|
Commitment Amount
|
CommitmentAmount
|
DTYPE_CURRENCY
|
22
|
|
|
Current Balance
|
CurrentBalance
|
DTYPE_CURRENCY
|
22
|
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
Used for picking a related entity.
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
15
|
|
|
Parent ABA Number
|
ParentABANumber
|
DTYPE_TEXT
|
50
|
|
|
Parent Asset ID
|
ParentAssetID
|
DTYPE_ID
|
15
|
|
|
Parent Asset Number
|
ParentAssetNumber
|
DTYPE_TEXT
|
100
|
|
|
Primary Account Id
|
PrimaryAccountId
|
DTYPE_ID
|
15
|
|
|
Product Id
|
ProductId
|
DTYPE_ID
|
15
|
Y
|
|
Relationship
|
Relationship
|
DTYPE_TEXT
|
30
|
|
|
Relationship Limit
|
RelationshipLimit
|
DTYPE_CURRENCY
|
22
|
|
|
Start Date
|
StartDate
|
DTYPE_DATE
|
7
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Contact
|
Acct Gen - Authorized Users - First Name
|
AcctGen-AuthorizedUsers-FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Acct Gen - Authorized Users - Last Name
|
AcctGen-AuthorizedUsers-LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
Acct Gen - Authorized Users - Party UId
|
AcctGen-AuthorizedUsers-PartyUId
|
DTYPE_TEXT
|
100
|
|
|
CL Customer Value
|
CLCustomerValue
|
DTYPE_TEXT
|
30
|
|
Bound by CL_ACCTPRFGRP_LOV
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
|
System field
|
Account Profile
CIF Account Profile 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 24 describes the structure of this message.
Figure 24. CIF Account Profile Structure
|
Table 78. Account Profile Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProfile
|
Account
|
LookUpAccountProfile
|
UK1:PartyUIdUK2: Id
|
CIFAccountProfileRs
|
Account
|
LookUpAccountProfileResponse
|
UK1:PartyUIdUK2: Id
|
Table 79. Account Profile Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProfileByName
|
Account
|
LookUpAccountProfileByName
|
UK1:PartyUIdUK2: Id
|
CIFAccountProfileByNameRs
|
Account
|
LookUpAccountProfileByNameResponse
|
UK1:PartyUIdUK2: Id
|
Table 80. Account Profile Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProfileUpdate
|
Account
|
UpdateAccountProfile
|
UK1:PartyUIdUK2: Id
|
CIFAccountProfileUpdateRs
|
Account
|
UpdateAccountProfileResponse
|
UK1:PartyUIdUK2: Id
|
Table 81. Account Profile Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProfileInsert
|
Account
|
InsertAccountProfile
|
UK1:PartyUIdUK2: Id
|
CIFAccountProfileInsertRs
|
Account
|
InsertAccountProfileResponse
|
UK1:PartyUIdUK2: Id
|
Table 82. Account Profile Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProfileInsert
|
Account
|
InsertAccountProfile
|
UK1:PartyUIdUK2: Id
|
CIFAccountProfileInsertRs
|
Account
|
InsertAccountProfileResponse
|
UK1:PartyUIdUK2: Id
|
Table 83. Account Profile Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Required
|
Notes
|
Account Region
|
AccountRegion
|
DTYPE_TEXT
|
30
|
N
|
Use for picking a related entity
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
24
|
N
|
Bound by ACCOUNT_STATUS
|
Account Type Code
|
AccountTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by CUT_ACCOUNT_TYPE
|
Account Value
|
AccountValue
|
DTYPE_TEXT
|
30
|
N
|
Bound by FIN_CON_VALUE_TYPE
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
N
|
|
Annual Revenue
|
AnnualRevenue
|
DTYPE_TEXT
|
22
|
N
|
|
Client Flag
|
ClientFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Competitor
|
Competitor
|
DTYPE_BOOL
|
1
|
N
|
|
Credit Agency Number
|
CreditAgencyNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Cumulative Sales
|
CumulativeSales
|
DTYPE_NUMBER
|
22
|
N
|
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
15
|
Y
|
|
Current Volume
|
CurrentVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Dont Call
|
DontCall
|
DTYPE_BOOL
|
1
|
N
|
|
Drug Spent Currency Code
|
DrugSpentCurrencyCode
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Employees
|
Employees
|
DTYPE_NUMBER
|
22
|
N
|
|
Facility Flag
|
FacilityFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Federal Tax Number
|
FederalTaxNumber
|
DTYPE_TEXT
|
15
|
N
|
|
Financing Method
|
FinancingMethod
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINCORP_CLIENT_FINANCING
|
Gross Potential Value
|
GrossPotentialValue
|
DTYPE_CURRENCY
|
22
|
N
|
|
Group Type Code
|
GroupTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by GROUP_TYPE_CD
|
Home Page
|
HomePage
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Internal Org Flag
|
InternalOrgFlag
|
DTYPE_BOOL
|
1
|
Y
|
|
Investor Flag
|
InvestorFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Last Year Sales
|
LastYearSales
|
DTYPE_CURRENCY
|
22
|
N
|
|
Legal Status
|
LegalStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by UT_LEGAL_STATUS
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Fax Number
|
MainFaxNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Master Account Id
|
MasterAccountId
|
DTYPE_ID
|
15
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Partner Flag
|
PartnerFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Reference Flag
|
ReferenceFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Referenciable
|
Referenciable
|
DTYPE_BOOL
|
1
|
N
|
|
Revenue Growth
|
RevenueGrowth
|
DTYPE_NUMBER
|
22
|
N
|
|
Service Provider Flag
|
ServiceProviderFlag
|
DTYPE_TEXT
|
1
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_COMPETITOR_STATUS_MLOV
|
Total # Meters
|
TotalMeters
|
DTYPE_NUMBER
|
22
|
N
|
|
Total Potential Volume
|
TotalPotentialVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
Y
|
Bound by ACCOUNT_TYPE
|
Unionized
|
Unionized
|
DTYPE_BOOL
|
1
|
N
|
|
YTD Net Contribution
|
YTDNetContribution
|
DTYPE_CURRENCY
|
22
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
N
|
Use for cross-referencing
|
Account Address
CIF Account Address messages are used in insert, query, update, and delete operations to maintain Account Address Information. LookUpAccount Address and LookUpAccountAddressByName are used for query operations. UpdateAccountAddress, InsertAccountAddress, and DeleteAccountAddress are message pairs for request and response operations. Figure 25 describes the structure of this message.
Figure 25. CIF Account Address Structure
|
Table 84. Account Address Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountAddress
|
Account
|
LookUpAccountAddress
|
UK1:PartyUIdUK2: Id
|
CIFAccountAddressRs
|
Account
|
LookUpAccountAddressResponse
|
UK1:PartyUIdUK2: Id
|
Table 85. Account Address Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountAddressByName
|
Account
|
LookUpAccountAddressByName
|
UK1:PartyUIdUK2: Id
|
CIFAccountAddressByNameRs
|
Account
|
LookUpAccountAddressByNameResponse
|
UK1:PartyUIdUK2: Id
|
Table 86. Account Address Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountAddressUpdate
|
Account
|
UpdateAccountAddress
|
UK1:PartyUIdUK2: Id
|
CIFAccountAddressUpdateRs
|
Account
|
UpdateAccountAddressResponse
|
UK1:PartyUIdUK2: Id
|
Table 87. Account Address Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountAddressInsert
|
Account
|
InsertAccountAddress
|
UK1:PartyUIdUK2: Id
|
CIFAccountAddressInsertRs
|
Account
|
InsertAccountAddressResponse
|
UK1:PartyUIdUK2: Id
|
Table 88. Account Address Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountAddressDelete
|
Account
|
DeleteAccountAddress
|
UK1:PartyUIdUK2: Id
|
CIFAccountAddressDeleteRs
|
Account
|
DeleteAccountAddressResponse
|
UK1:PartyUIdUK2: Id
|
Table 89. Account Address Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Required
|
Notes
|
Account
|
Account Region
|
AccountRegion
|
DTYPE_TEXT
|
30
|
N
|
Use for picking a related entity
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
24
|
N
|
Bound by ACCOUNT_STATUS
|
Account Type Code
|
AccountTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by CUT_ACCOUNT_TYPE
|
Account Value
|
AccountValue
|
DTYPE_TEXT
|
30
|
N
|
Bound by FIN_CON_VALUE_TYPE
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
N
|
|
Annual Revenue
|
AnnualRevenue
|
DTYPE_TEXT
|
22
|
N
|
|
Client Flag
|
ClientFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Competitor
|
Competitor
|
DTYPE_BOOL
|
1
|
N
|
|
Credit Agency Number
|
CreditAgencyNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Cumulative Sales
|
CumulativeSales
|
DTYPE_NUMBER
|
22
|
N
|
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
15
|
Y
|
|
Current Volume
|
CurrentVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Dont Call
|
DontCall
|
DTYPE_BOOL
|
1
|
N
|
|
Drug Spent Currency Code
|
DrugSpentCurrencyCode
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Employees
|
Employees
|
DTYPE_NUMBER
|
22
|
N
|
|
Facility Flag
|
FacilityFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Federal Tax Number
|
FederalTaxNumber
|
DTYPE_TEXT
|
15
|
N
|
|
Financing Method
|
FinancingMethod
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINCORP_CLIENT_FINANCING
|
Gross Potential Value
|
GrossPotentialValue
|
DTYPE_CURRENCY
|
22
|
N
|
|
Group Type Code
|
GroupTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by GROUP_TYPE_CD
|
Home Page
|
HomePage
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Internal Org Flag
|
InternalOrgFlag
|
DTYPE_BOOL
|
1
|
Y
|
|
Investor Flag
|
InvestorFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Last Year Sales
|
LastYearSales
|
DTYPE_CURRENCY
|
22
|
N
|
|
Legal Status
|
LegalStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by UT_LEGAL_STATUS
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Fax Number
|
MainFaxNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Master Account Id
|
MasterAccountId
|
DTYPE_ID
|
15
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Partner Flag
|
PartnerFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Reference Flag
|
ReferenceFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Referenciable
|
Referenciable
|
DTYPE_BOOL
|
1
|
N
|
|
Revenue Growth
|
RevenueGrowth
|
DTYPE_NUMBER
|
22
|
N
|
|
Service Provider Flag
|
ServiceProviderFlag
|
DTYPE_TEXT
|
1
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_COMPETITOR_STATUS_MLOV
|
Total # Meters
|
TotalMeters
|
DTYPE_NUMBER
|
22
|
N
|
|
Total Potential Volume
|
TotalPotentialVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
Y
|
Bound by ACCOUNT_TYPE
|
Unionized
|
Unionized
|
DTYPE_BOOL
|
1
|
N
|
|
YTD Net Contribution
|
YTDNetContribution
|
DTYPE_CURRENCY
|
22
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
N
|
For cross-referencing
|
Account_Business Address
|
Address Id
|
AddressId
|
DTYPE_ID
|
30
|
Y
|
|
Address Integration Id
|
AddressIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Bill Address Flag
|
BillAddressFlag
|
DTYPE_TEXT
|
1
|
N
|
|
City
|
City
|
DTYPE_TEXT
|
50
|
N
|
|
Country
|
Country
|
DTYPE_TEXT
|
50
|
N
|
Use for pick a related entity
|
Email Address
|
EmailAddress
|
DTYPE_TEXT
|
50
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Postal Code
|
PostalCode
|
DTYPE_TEXT
|
30
|
N
|
|
Ship Address Flag
|
ShipAddressFlag
|
DTYPE_TEXT
|
1
|
N
|
|
State
|
State
|
DTYPE_TEXT
|
10
|
N
|
Bound by STATE_ABBREV
|
Street Address
|
StreetAddress
|
DTYPE_TEXT
|
200
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Account Activity
CIF Account Activity messages are used in insert, query, update, and delete operations to maintain Account Activity Information. LookUpAccountActivity and LookUpAccountActivityByName are used for query operations. UpdateAccountActivity, InsertAccountActivity, and DeleteAccountActivity are message pairs for request and response operations. Figure 26 describes the structure of this message.
Figure 26. CIF Account Activity Structure
|
Table 90. Account Activity Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountActivity
|
Account
|
LookUpAccountActivity
|
UK1:PartyUIdUK2: Id
|
CIFAccountActivityRs
|
Account
|
LookUpAccountActivityResponse
|
UK1:PartyUIdUK2: Id
|
Table 91. Account Activity Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountActivityByName
|
Account
|
LookUpAccountActivityByNames
|
UK1:PartyUIdUK2: Id
|
CIFAccountActivityByNameRs
|
Account
|
LookUpAccountActivityByNameResponse
|
UK1:PartyUIdUK2: Id
|
Table 92. Account Activity Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountActivityUpdate
|
Account
|
UpdateAccountActivitys
|
UK1:PartyUIdUK2: Id
|
CIFAccountActivityUpdateRs
|
Account
|
UpdateAccountActivityResponse
|
UK1:PartyUIdUK2: Id
|
Table 93. Account Activity Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountActivityInsert
|
Account
|
InsertAccountActivity
|
UK1:PartyUIdUK2: Id
|
CIFAccountActivityInsertRs
|
Account
|
InsertAccountActivityResponse
|
UK1:PartyUIdUK2: Id
|
Table 94. Account Activity Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountActivityDelete
|
Account
|
DeleteAccountActivity
|
UK1:PartyUIdUK2: Id
|
CIFAccountActivityDeleteRs
|
Account
|
DeleteAccountActivityResponse
|
UK1:PartyUIdUK2: Id
|
Table 95. Account Activity Integration Component Fields
Name
|
XML Tag
|
Type
|
Length
|
Required
|
Notes
|
Account
|
Account Region
|
AccountRegion
|
DTYPE_TEXT
|
30
|
N
|
Use for picking a related entity
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
24
|
N
|
Bound by ACCOUNT_STATUS
|
Account Type Code
|
AccountTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by CUT_ACCOUNT_TYPE
|
Account Value
|
AccountValue
|
DTYPE_TEXT
|
30
|
N
|
Bound by FIN_CON_VALUE_TYPE
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
N
|
|
Annual Revenue
|
AnnualRevenue
|
DTYPE_TEXT
|
22
|
N
|
|
Client Flag
|
ClientFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Competitor
|
Competitor
|
DTYPE_BOOL
|
1
|
N
|
|
Credit Agency Number
|
CreditAgencyNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Cumulative Sales
|
CumulativeSales
|
DTYPE_NUMBER
|
22
|
N
|
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
15
|
Y
|
|
Current Volume
|
CurrentVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Dont Call
|
DontCall
|
DTYPE_BOOL
|
1
|
N
|
|
Drug Spent Currency Code
|
DrugSpentCurrencyCode
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Employees
|
Employees
|
DTYPE_NUMBER
|
22
|
N
|
|
Facility Flag
|
FacilityFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Federal Tax Number
|
FederalTaxNumber
|
DTYPE_TEXT
|
15
|
N
|
|
Financing Method
|
FinancingMethod
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINCORP_CLIENT_FINANCING
|
Gross Potential Value
|
GrossPotentialValue
|
DTYPE_CURRENCY
|
22
|
N
|
|
Group Type Code
|
GroupTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by GROUP_TYPE_CD
|
Home Page
|
HomePage
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Internal Org Flag
|
InternalOrgFlag
|
DTYPE_BOOL
|
1
|
Y
|
|
Investor Flag
|
InvestorFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Last Year Sales
|
LastYearSales
|
DTYPE_CURRENCY
|
22
|
N
|
|
Legal Status
|
LegalStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by UT_LEGAL_STATUS
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Fax Number
|
MainFaxNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Master Account Id
|
MasterAccountId
|
DTYPE_ID
|
15
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Partner Flag
|
PartnerFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Reference Flag
|
ReferenceFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Referenciable
|
Referenciable
|
DTYPE_BOOL
|
1
|
N
|
|
Revenue Growth
|
RevenueGrowth
|
DTYPE_NUMBER
|
22
|
N
|
|
Service Provider Flag
|
ServiceProviderFlag
|
DTYPE_TEXT
|
1
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_COMPETITOR_STATUS_MLOV
|
Total # Meters
|
TotalMeters
|
DTYPE_NUMBER
|
22
|
N
|
|
Total Potential Volume
|
TotalPotentialVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
Y
|
Bound by ACCOUNT_TYPE
|
Unionized
|
Unionized
|
DTYPE_BOOL
|
1
|
N
|
|
YTD Net Contribution
|
YTDNetContribution
|
DTYPE_CURRENCY
|
22
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
N
|
For cross-referencing
|
Action
|
Alarm
|
Alarm
|
DTYPE_BOOL
|
1
|
N
|
|
Assignment Excluded
|
AssignmentExcluded
|
DTYPE_BOOL
|
1
|
N
|
|
Associated Cost
|
AssociatedCost
|
DTYPE_CURRENCY
|
22
|
N
|
|
Billable Flag
|
BillableFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Call Id
|
CallId
|
DTYPE_TEXT
|
30
|
N
|
|
Category
|
Category
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Class
|
Class
|
DTYPE_TEXT
|
30
|
N
|
Bound by FS_ACTIVITY_CLASS
|
Comment
|
Comment
|
DTYPE_TEXT
|
"1,500"
|
N
|
|
Description
|
Description
|
DTYPE_TEXT
|
100
|
N
|
|
Display
|
Display
|
DTYPE_TEXT
|
30
|
N
|
|
Done
|
Done
|
DTYPE_UTCDATETIME
|
7
|
N
|
|
Done Flag
|
DoneFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Due
|
Due
|
DTYPE_UTCDATETIME
|
7
|
N
|
|
Duration Minutes
|
DurationMinutes
|
DTYPE_INTEGER
|
22
|
N
|
Bound by APPOINTMENT_DURATION
|
Expense Related Flag
|
ExpenseRelatedFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Id
|
Id
|
DTYPE_TEXT
|
100
|
Y
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
No Sooner Than Date
|
NoSoonerThanDate
|
DTYPE_UTCDATETIME
|
7
|
N
|
|
Objective
|
Objective
|
DTYPE_TEXT
|
30
|
N
|
|
Owned By
|
OwnedBy
|
DTYPE_TEXT
|
30
|
Y
|
Use for pick a related entity
|
Owned By Id
|
OwnedById
|
DTYPE_TEXT
|
30
|
Y
|
|
Primary Owned By
|
PrimaryOwnedBy
|
DTYPE_TEXT
|
50
|
N
|
Use for pick a related entity
|
Primary Owner Id
|
PrimaryOwnerId
|
DTYPE_ID
|
30
|
N
|
|
Priority
|
Priority
|
DTYPE_TEXT
|
30
|
N
|
Bound by ACTIVITY_PRIORITY
|
Private
|
Private
|
DTYPE_BOOL
|
1
|
N
|
|
Repeating
|
Repeating
|
DTYPE_BOOL
|
1
|
N
|
|
Repeating Expires
|
RepeatingExpires
|
DTYPE_DATETIME
|
7
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by EVENT_STATUS
|
Type
|
Type2
|
DTYPE_TEXT
|
30
|
Y
|
Bound by TODO_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Action_Contact
|
Company Identifier
|
CompanyIdentifier
|
DTYPE_TEXT
|
15
|
N
|
|
Contact First Name
|
ContactFirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Contact Last Name
|
ContactLastName
|
DTYPE_TEXT
|
50
|
Y
|
|
Employee Number
|
EmployeeNumber
|
DTYPE_TEXT
|
30
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Personal Contact
|
PersonalContact
|
DTYPE_BOOL
|
1
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Action_Employee
|
Emp #
|
Emp
|
DTYPE_TEXT
|
30
|
N
|
|
Employee First Name (MM)
|
EmployeeFirstNameMM
|
DTYPE_TEXT
|
50
|
Y
|
|
Employee Job Title (MM)
|
EmployeeJobTitleMM
|
DTYPE_TEXT
|
75
|
N
|
|
Employee Last Name (MM)
|
EmployeeLastNameMM
|
DTYPE_TEXT
|
50
|
Y
|
|
Employee Login Name (MM)
|
EmployeeLoginNameMM
|
DTYPE_TEXT
|
50
|
Y
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Private
|
Private
|
DTYPE_BOOL
|
1
|
Y
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Account Product
CIF Account Products messages are used in insert, query, update, and delete operations to maintain Account Product (Financial Account) Information. LookUpAccountProduct and LookUpAccountProductByName are used for query operations. UpdateAccountProduct, InsertAccountProduct, and DeleteAccountProduct are message pairs for request and response operations. Figure 27 describes the structure of this message.
Figure 27. CIF Account Products Structure
|
Table 96. Account Product Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProduct
|
Account
|
LookUpAccountProduct
|
UK1:PartyUIdUK2: Id
|
CIFAccountProductRs
|
Account
|
LookUpAccountProductResponse
|
UK1:PartyUIdUK2: Id
|
Table 97. Account Product Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProductByName
|
Account
|
LookUpAccountProductByName
|
UK1:PartyUIdUK2: Id
|
CIFAccountProductByNameRs
|
Account
|
LookUpAccountProductByNameResponse
|
UK1:PartyUIdUK2: Id
|
Table 98. Account Product Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProductUpdate
|
Account
|
UpdateAccountProduct
|
UK1:PartyUIdUK2: Id
|
CIFAccountProductUpdateRs
|
Account
|
UpdateAccountProductResponse
|
UK1:PartyUIdUK2: Id
|
Table 99. Account Product Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProductInsert
|
Account
|
InsertAccountProduct
|
UK1:PartyUIdUK2: Id
|
CIFAccountProductInsertRs
|
Account
|
InsertAccountProductResponse
|
UK1:PartyUIdUK2: Id
|
Table 100. Account Product Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProductDelete
|
Account
|
DeleteAccountProduct
|
UK1:PartyUIdUK2: Id
|
CIFAccountProductDeleteRs
|
Account
|
DeleteAccountProductResponse
|
UK1:PartyUIdUK2: Id
|
Table 101. Account Product Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Required
|
Notes
|
Account
|
Account Region
|
AccountRegion
|
DTYPE_TEXT
|
30
|
N
|
Use for picking a related entity
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
24
|
N
|
Bound by ACCOUNT_STATUS
|
Account Type Code
|
AccountTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by CUT_ACCOUNT_TYPE
|
Account Value
|
AccountValue
|
DTYPE_TEXT
|
30
|
N
|
Bound by FIN_CON_VALUE_TYPE
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
N
|
|
Annual Revenue
|
AnnualRevenue
|
DTYPE_TEXT
|
22
|
N
|
|
Client Flag
|
ClientFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Competitor
|
Competitor
|
DTYPE_BOOL
|
1
|
N
|
|
Credit Agency Number
|
CreditAgencyNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Cumulative Sales
|
CumulativeSales
|
DTYPE_NUMBER
|
22
|
N
|
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
15
|
Y
|
|
Current Volume
|
CurrentVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Dont Call
|
DontCall
|
DTYPE_BOOL
|
1
|
N
|
|
Drug Spent Currency Code
|
DrugSpentCurrencyCode
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Employees
|
Employees
|
DTYPE_NUMBER
|
22
|
N
|
|
Facility Flag
|
FacilityFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Federal Tax Number
|
FederalTaxNumber
|
DTYPE_TEXT
|
15
|
N
|
|
Financing Method
|
FinancingMethod
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINCORP_CLIENT_FINANCING
|
Gross Potential Value
|
GrossPotentialValue
|
DTYPE_CURRENCY
|
22
|
N
|
|
Group Type Code
|
GroupTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by GROUP_TYPE_CD
|
Home Page
|
HomePage
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Internal Org Flag
|
InternalOrgFlag
|
DTYPE_BOOL
|
1
|
Y
|
|
Investor Flag
|
InvestorFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Last Year Sales
|
LastYearSales
|
DTYPE_CURRENCY
|
22
|
N
|
|
Legal Status
|
LegalStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by UT_LEGAL_STATUS
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Fax Number
|
MainFaxNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Master Account Id
|
MasterAccountId
|
DTYPE_ID
|
15
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
N
|
|
Partner Flag
|
PartnerFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Reference Flag
|
ReferenceFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Referenciable
|
Referenciable
|
DTYPE_BOOL
|
1
|
N
|
|
Revenue Growth
|
RevenueGrowth
|
DTYPE_NUMBER
|
22
|
N
|
|
Service Provider Flag
|
ServiceProviderFlag
|
DTYPE_TEXT
|
1
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_COMPETITOR_STATUS_MLOV
|
Total # Meters
|
TotalMeters
|
DTYPE_NUMBER
|
22
|
N
|
|
Total Potential Volume
|
TotalPotentialVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
N
|
Bound by ACCOUNT_TYPE
|
Unionized
|
Unionized
|
DTYPE_BOOL
|
1
|
N
|
|
YTD Net Contribution
|
YTDNetContribution
|
DTYPE_CURRENCY
|
22
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
N
|
For cross-referencing
|
FINCORP Deposit Account
|
Account Branch Number
|
AccountBranchNumber
|
DTYPE_TEXT
|
100
|
N
|
|
Account Category
|
AccountCategory
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_ASSET_PROD_CLASS_MLOV
|
Account Number
|
AccountNumber
|
DTYPE_TEXT
|
100
|
Y
|
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV
|
Branch
|
Branch
|
DTYPE_TEXT
|
50
|
N
|
|
Current Balance
|
CurrentBalance
|
DTYPE_CURRENCY
|
22
|
N
|
|
Id
|
Id
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
Integration Id
|
DTYPE_TEXT
|
30
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
Use for pick a related entity
|
Product Id
|
ProductId
|
DTYPE_ID
|
100
|
Y
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_OWNERSHIP_TYPE_MLOV
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
FINCORP Loan Account
|
Account Branch Number
|
AccountBranchNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Account Category
|
AccountCategory
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_ASSET_PROD_CLASS_MLOV
|
Account Number
|
AccountNumber
|
DTYPE_TEXT
|
100
|
Y
|
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV
|
Current Balance
|
CurrentBalance
|
DTYPE_CURRENCY
|
22
|
N
|
|
Id
|
Id
|
DTYPE_TEXT
|
30
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
Use for pick a related entity
|
Product Id
|
ProductId
|
DTYPE_ID
|
100
|
Y
|
Use for pick a related entity
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
N
|
FINS_OWNERSHIP_TYPE_MLOV
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Account Relationship
CIF 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 28 describes the structure of this message.
Figure 28. CIF Account Relationship Structure
|
Table 102. Account Relationship Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountRelationship
|
Account
|
LookUpAccountRelationship
|
UK1:PartyUIdUK2: Id
|
CIFAccountRelationshipRs
|
Account
|
LookUpAccountRelationshipResponse
|
UK1:PartyUIdUK2: Id
|
Table 103. Account Relationship Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountRelationshipByName
|
Account
|
LookUpAccountRelationshipByName
|
UK1:PartyUIdUK2: Id
|
CIFAccountRelationshipByNameRs
|
Account
|
LookUpAccountRelationshipByNameResponse
|
UK1:PartyUIdUK2: Id
|
Table 104. Account Relationship Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountRelationshipUpdate
|
Account
|
UpdateAccountRelationship
|
UK1:PartyUIdUK2: Id
|
CIFAccountRelationshipUpdateRs
|
Account
|
UpdateAccountRelationshipResponse
|
UK1:PartyUIdUK2: Id
|
Table 105. Account Relationship Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountRelationshipInsert
|
Account
|
InsertAccountRelationship
|
UK1:PartyUIdUK2: Id
|
CIFAccountRelationshipInsertRs
|
Account
|
InsertAccountRelationshipResponse
|
UK1:PartyUIdUK2: Id
|
Table 106. Account Relationship Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountRelationshipDelete
|
Account
|
DeleteAccountRelationship
|
UK1:PartyUIdUK2: Id
|
CIFAccountRelationshipDeleteRs
|
Account
|
DeleteAccountRelationshipResponse
|
UK1:PartyUIdUK2: Id
|
Table 107. Account Relationship Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Required
|
Notes
|
Account
|
Account Region
|
AccountRegion
|
DTYPE_TEXT
|
30
|
N
|
Use for picking a related entity
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
24
|
N
|
Bound by ACCOUNT_STATUS
|
Account Type Code
|
AccountTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by CUT_ACCOUNT_TYPE
|
Account Value
|
AccountValue
|
DTYPE_TEXT
|
30
|
N
|
Bound by FIN_CON_VALUE_TYPE
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
N
|
|
Annual Revenue
|
AnnualRevenue
|
DTYPE_TEXT
|
22
|
N
|
|
Client Flag
|
ClientFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Competitor
|
Competitor
|
DTYPE_BOOL
|
1
|
N
|
|
Credit Agency Number
|
CreditAgencyNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Cumulative Sales
|
CumulativeSales
|
DTYPE_NUMBER
|
22
|
N
|
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
15
|
Y
|
|
Current Volume
|
CurrentVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Dont Call
|
DontCall
|
DTYPE_BOOL
|
1
|
N
|
|
Drug Spent Currency Code
|
DrugSpentCurrencyCode
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Employees
|
Employees
|
DTYPE_NUMBER
|
22
|
N
|
|
Facility Flag
|
FacilityFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Federal Tax Number
|
FederalTaxNumber
|
DTYPE_TEXT
|
15
|
N
|
|
Financing Method
|
FinancingMethod
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINCORP_CLIENT_FINANCING
|
Gross Potential Value
|
GrossPotentialValue
|
DTYPE_CURRENCY
|
22
|
N
|
|
Group Type Code
|
GroupTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by GROUP_TYPE_CD
|
Home Page
|
HomePage
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Internal Org Flag
|
InternalOrgFlag
|
DTYPE_BOOL
|
1
|
Y
|
|
Investor Flag
|
InvestorFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Last Year Sales
|
LastYearSales
|
DTYPE_CURRENCY
|
22
|
N
|
|
Legal Status
|
LegalStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by UT_LEGAL_STATUS
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Fax Number
|
MainFaxNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Master Account Id
|
MasterAccountId
|
DTYPE_ID
|
15
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Partner Flag
|
PartnerFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Reference Flag
|
ReferenceFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Referenciable
|
Referenciable
|
DTYPE_BOOL
|
1
|
N
|
|
Revenue Growth
|
RevenueGrowth
|
DTYPE_NUMBER
|
22
|
N
|
|
Service Provider Flag
|
ServiceProviderFlag
|
DTYPE_TEXT
|
1
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_COMPETITOR_STATUS_MLOV
|
Total # Meters
|
TotalMeters
|
DTYPE_NUMBER
|
22
|
N
|
|
Total Potential Volume
|
TotalPotentialVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
N
|
Bound by ACCOUNT_TYPE
|
Unionized
|
Unionized
|
DTYPE_BOOL
|
1
|
N
|
|
YTD Net Contribution
|
YTDNetContribution
|
DTYPE_CURRENCY
|
22
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
Id
|
Id
|
DTYPE_ID
|
15
|
N
|
For cross-referencing
|
Contact
|
Account Id
|
AccountId
|
DTYPE_ID
|
30
|
N
|
|
Account Integration Id
|
AccountIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Assistant
|
Assistant
|
DTYPE_TEXT
|
50
|
N
|
|
Assistant Phone #
|
AssistantPhone
|
DTYPE_PHONE
|
40
|
N
|
|
Cellular Phone #
|
CellularPhone
|
DTYPE_PHONE
|
40
|
N
|
|
Fax Phone #
|
FaxPhone
|
DTYPE_PHONE
|
40
|
N
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
N
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
N
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
N
|
|
Middle Name
|
MiddleName
|
DTYPE_TEXT
|
50
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Person UId
|
PersonUId
|
DTYPE_ID
|
30
|
N
|
|
Preferred Communication Method
|
PreferredCommunicationMethod
|
DTYPE_TEXT
|
20
|
N
|
Bound by COMM_METHOD
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Row Id
|
RowId
|
DTYPE_ID
|
100
|
N
|
|
Work Phone #
|
WorkPhone
|
DTYPE_PHONE
|
45
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Contact_Personal Address
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Personal Address Id
|
PersonalAddressId
|
DTYPE_ID
|
100
|
Y
|
|
Personal Address Integration Id
|
PersonalAddressIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Personal City
|
PersonalCity
|
DTYPE_TEXT
|
50
|
Y
|
|
Personal Country
|
PersonalCountry
|
DTYPE_TEXT
|
50
|
N
|
Bound by COUNTRY
|
Personal Postal Code
|
PersonalPostalCode
|
DTYPE_TEXT
|
30
|
N
|
|
Personal State
|
PersonalState
|
DTYPE_TEXT
|
10
|
N
|
Bound by STATE_ABBREV
|
Personal Street Address
|
PersonalStreetAddress
|
DTYPE_TEXT
|
200
|
Y
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Related Industry
|
Industry
|
Industry
|
DTYPE_TEXT
|
50
|
Y
|
|
Industry Id
|
IndustryId
|
DTYPE_ID
|
30
|
Y
|
|
Industry Integration Id
|
IndustryIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
SIC Code
|
SICCode
|
DTYPE_TEXT
|
30
|
Y
|
|
Related Organization
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Organization
|
Organization
|
DTYPE_TEXT
|
100
|
Y
|
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
100
|
Y
|
|
Organization Integration Id
|
OrganizationIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Related Sales Reps
|
Division
|
Division
|
DTYPE_TEXT
|
255
|
Y
|
Use to pick a related entity
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Login
|
Login
|
DTYPE_ID
|
15
|
N
|
|
Position
|
Position
|
DTYPE_TEXT
|
50
|
N
|
|
Position Id
|
PositionId
|
DTYPE_ID
|
30
|
N
|
|
Position Integration Id
|
PositionIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Sub Account
|
Account Status
|
AccountStatus2
|
DTYPE_TEXT
|
30
|
N
|
Bound by ACCOUNT_STATUS
|
Id
|
Id
|
DTYPE_ID
|
100
|
Y
|
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
30
|
Y
|
|
Type
|
Type
|
DTYPE_TEXT
|
255
|
Y
|
Bound by ACCOUNT_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
30
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
255
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Sub Account_Business Address
|
Address Id
|
AddressId
|
DTYPE_ID
|
30
|
Y
|
|
Address Name
|
AddressName
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Street Address
|
StreetAddress
|
DTYPE_TEXT
|
200
|
Y
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Sub Account_Position
|
Division
|
Division
|
DTYPE_TEXT
|
255
|
Y
|
Use to pick the related entity
|
Division Integration Id
|
DivisionIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Position
|
Position
|
DTYPE_TEXT
|
50
|
N
|
Bound by POSITION_TYPE
|
Position Id
|
PositionId
|
DTYPE_ID
|
30
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Account
CIF 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 29 describes the structure of this message.
Figure 29. CIF Account Structure
|
Table 108. Account Query Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccount
|
Account
|
LookUpAccount
|
UK1:PartyUIdUK2: Id
|
CIFAccountRs
|
Account
|
LookUpAccountResponse
|
UK1:PartyUIdUK2: Id
|
Table 109. Account Query by Name Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountUpdate
|
Account
|
UpdateAccount
|
UK1:PartyUIdUK2: Id
|
CIFAccountUpdateRs
|
Account
|
UpdateAccountResponse
|
UK1:PartyUIdUK2: Id
|
Table 110. Account Update Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountProductDelete
|
Account
|
DeleteAccountProduct
|
UK1:PartyUIdUK2: Id
|
CIFAccountProductDeleteRs
|
Account
|
DeleteAccountProductResponse
|
UK1:PartyUIdUK2: Id
|
Table 111. Account Insert Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountInsert
|
Account
|
InsertAccount
|
UK1:PartyUIdUK2: Id
|
CIFAccountInsertRs
|
Account
|
InsertAccountResponse
|
UK1:PartyUIdUK2: Id
|
Table 112. Account Delete Integration Components
Integration Component
|
Business Component
|
XML Tag
|
User Keys
|
CIFAccountDelete
|
Account
|
DeleteAccount
|
UK1:PartyUIdUK2: Id
|
CIFAccountDeleteRs
|
Account
|
DeleteAccountResponse
|
UK1:PartyUIdUK2: Id
|
Table 113. Account Integration Component Fields
Name
|
XML Tag
|
Data Type
|
Length
|
Required
|
Notes
|
Account
|
Account Region
|
AccountRegion
|
DTYPE_TEXT
|
30
|
N
|
Use for picking a related entity
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
24
|
N
|
Bound by ACCOUNT_STATUS
|
Account Type Code
|
AccountTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by CUT_ACCOUNT_TYPE
|
Account Value
|
AccountValue
|
DTYPE_TEXT
|
30
|
N
|
Bound by FIN_CON_VALUE_TYPE
|
Alias
|
Alias
|
DTYPE_TEXT
|
50
|
N
|
|
Annual Revenue
|
AnnualRevenue
|
DTYPE_TEXT
|
22
|
N
|
|
Client Flag
|
ClientFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Competitor
|
Competitor
|
DTYPE_BOOL
|
1
|
N
|
|
Credit Agency Number
|
CreditAgencyNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Cumulative Sales
|
CumulativeSales
|
DTYPE_NUMBER
|
22
|
N
|
|
Currency Code
|
CurrencyCode
|
DTYPE_TEXT
|
15
|
Y
|
|
Current Volume
|
CurrentVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Dont Call
|
DontCall
|
DTYPE_BOOL
|
1
|
N
|
|
Drug Spent Currency Code
|
DrugSpentCurrencyCode
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Employees
|
Employees
|
DTYPE_NUMBER
|
22
|
N
|
|
Facility Flag
|
FacilityFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Federal Tax Number
|
FederalTaxNumber
|
DTYPE_TEXT
|
15
|
N
|
|
Financing Method
|
FinancingMethod
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINCORP_CLIENT_FINANCING
|
Gross Potential Value
|
GrossPotentialValue
|
DTYPE_CURRENCY
|
22
|
N
|
|
Group Type Code
|
GroupTypeCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by GROUP_TYPE_CD
|
Home Page
|
HomePage
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Internal Org Flag
|
InternalOrgFlag
|
DTYPE_BOOL
|
1
|
Y
|
|
Investor Flag
|
InvestorFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Last Year Sales
|
LastYearSales
|
DTYPE_CURRENCY
|
22
|
N
|
|
Legal Status
|
LegalStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by UT_LEGAL_STATUS
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Fax Number
|
MainFaxNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Master Account Id
|
MasterAccountId
|
DTYPE_ID
|
15
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Partner Flag
|
PartnerFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Reference Flag
|
ReferenceFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Referenciable
|
Referenciable
|
DTYPE_BOOL
|
1
|
N
|
|
Revenue Growth
|
RevenueGrowth
|
DTYPE_NUMBER
|
22
|
N
|
|
Service Provider Flag
|
ServiceProviderFlag
|
DTYPE_TEXT
|
1
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_COMPETITOR_STATUS_MLOV
|
Total # Meters
|
TotalMeters
|
DTYPE_NUMBER
|
22
|
N
|
|
Total Potential Volume
|
TotalPotentialVolume
|
DTYPE_CURRENCY
|
22
|
N
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
Y
|
Bound by ACCOUNT_TYPE
|
Unionized
|
Unionized
|
DTYPE_BOOL
|
1
|
N
|
|
YTD Net Contribution
|
YTDNetContribution
|
DTYPE_CURRENCY
|
22
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
Id
|
Id
|
DTYPE_ID
|
150
|
N
|
For cross-referencing
|
Account_Business Address
|
Address Id
|
AddressId
|
DTYPE_ID
|
30
|
Y
|
|
Address Integration Id
|
AddressIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Bill Address Flag
|
BillAddressFlag
|
DTYPE_TEXT
|
1
|
N
|
|
City
|
City
|
DTYPE_TEXT
|
50
|
N
|
|
Country
|
Country
|
DTYPE_TEXT
|
50
|
N
|
Use for pick a related entity
|
Email Address
|
EmailAddress
|
DTYPE_TEXT
|
50
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Postal Code
|
PostalCode
|
DTYPE_TEXT
|
30
|
N
|
|
Ship Address Flag
|
ShipAddressFlag
|
DTYPE_TEXT
|
1
|
N
|
|
State
|
State
|
DTYPE_TEXT
|
10
|
N
|
Bound by STATE_ABBREV
|
Street Address
|
StreetAddress
|
DTYPE_TEXT
|
200
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Action
|
Alarm
|
Alarm
|
DTYPE_BOOL
|
1
|
N
|
|
Assignment Excluded
|
AssignmentExcluded
|
DTYPE_BOOL
|
1
|
N
|
|
Associated Cost
|
AssociatedCost
|
DTYPE_CURRENCY
|
22
|
N
|
|
Billable Flag
|
BillableFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Call Id
|
CallId
|
DTYPE_TEXT
|
30
|
N
|
|
Category
|
Category
|
DTYPE_TEXT
|
30
|
Y
|
Use for picking a related entity
|
Class
|
Class
|
DTYPE_TEXT
|
30
|
N
|
Bound by FS_ACTIVITY_CLASS
|
Comment
|
Comment
|
DTYPE_TEXT
|
"1,500"
|
N
|
|
Description
|
Description
|
DTYPE_TEXT
|
100
|
N
|
|
Display
|
Display
|
DTYPE_TEXT
|
30
|
N
|
|
Done
|
Done
|
DTYPE_UTCDATETIME
|
7
|
N
|
|
Done Flag
|
DoneFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Due
|
Due
|
DTYPE_UTCDATETIME
|
7
|
N
|
|
Duration Minutes
|
DurationMinutes
|
DTYPE_INTEGER
|
22
|
N
|
Bound by APPOINTMENT_DURATION
|
Expense Related Flag
|
ExpenseRelatedFlag
|
DTYPE_BOOL
|
1
|
N
|
|
Id
|
Id
|
DTYPE_TEXT
|
100
|
Y
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
No Sooner Than Date
|
NoSoonerThanDate
|
DTYPE_UTCDATETIME
|
7
|
N
|
|
Objective
|
Objective
|
DTYPE_TEXT
|
30
|
N
|
|
Owned By
|
OwnedBy
|
DTYPE_TEXT
|
30
|
Y
|
Use for pick a related entity
|
Owned By Id
|
OwnedById
|
DTYPE_TEXT
|
30
|
Y
|
|
Primary Owned By
|
PrimaryOwnedBy
|
DTYPE_TEXT
|
50
|
N
|
Use for pick a related entity
|
Primary Owner Id
|
PrimaryOwnerId
|
DTYPE_ID
|
30
|
N
|
|
Priority
|
Priority
|
DTYPE_TEXT
|
30
|
N
|
Bound by ACTIVITY_PRIORITY
|
Private
|
Private
|
DTYPE_BOOL
|
1
|
N
|
|
Repeating
|
Repeating
|
DTYPE_BOOL
|
1
|
N
|
|
Repeating Expires
|
RepeatingExpires
|
DTYPE_DATETIME
|
7
|
N
|
|
Status
|
Status
|
DTYPE_TEXT
|
30
|
N
|
Bound by EVENT_STATUS
|
Type
|
Type2
|
DTYPE_TEXT
|
30
|
Y
|
Bound by TODO_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Contact
|
Account Id
|
AccountId
|
DTYPE_ID
|
30
|
N
|
|
Account Integration Id
|
AccountIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Assistant
|
Assistant
|
DTYPE_TEXT
|
50
|
N
|
|
Assistant Phone #
|
AssistantPhone
|
DTYPE_PHONE
|
40
|
N
|
|
Cellular Phone #
|
CellularPhone
|
DTYPE_PHONE
|
40
|
N
|
|
Fax Phone #
|
FaxPhone
|
DTYPE_PHONE
|
40
|
N
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
Y
|
|
Home Phone #
|
HomePhone
|
DTYPE_TEXT
|
40
|
N
|
|
Job Title
|
JobTitle
|
DTYPE_TEXT
|
75
|
N
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
Y
|
|
M/M
|
MM
|
DTYPE_TEXT
|
15
|
N
|
|
Middle Name
|
MiddleName
|
DTYPE_TEXT
|
50
|
N
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
Y
|
|
Person UId
|
PersonUId
|
DTYPE_ID
|
30
|
Y
|
|
Preferred Communication Method
|
PreferredCommunicationMethod
|
DTYPE_TEXT
|
20
|
N
|
Bound by COMM_METHOD
|
Privacy Code
|
PrivacyCode
|
DTYPE_TEXT
|
30
|
Y
|
Bound by PRIVACY_CODE
|
Row Id
|
RowId
|
DTYPE_ID
|
100
|
N
|
|
Work Phone #
|
WorkPhone
|
DTYPE_PHONE
|
45
|
N
|
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
FINCORP Deposit Account
|
Account Branch Number
|
AccountBranchNumber
|
DTYPE_TEXT
|
100
|
N
|
|
Account Category
|
AccountCategory
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_ASSET_PROD_CLASS_MLOV
|
Account Number
|
AccountNumber
|
DTYPE_TEXT
|
100
|
Y
|
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV
|
Branch
|
Branch
|
DTYPE_TEXT
|
50
|
N
|
|
Current Balance
|
CurrentBalance
|
DTYPE_CURRENCY
|
22
|
N
|
|
Id
|
Id
|
DTYPE_TEXT
|
100
|
N
|
|
Integration Id
|
Integration Id
|
DTYPE_TEXT
|
30
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
Use for pick a related entity
|
Product Id
|
ProductId
|
DTYPE_ID
|
100
|
Y
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_OWNERSHIP_TYPE_MLOV
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
FINCORP Loan Account
|
Account Branch Number
|
AccountBranchNumber
|
DTYPE_TEXT
|
30
|
N
|
|
Account Category
|
AccountCategory
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_ASSET_PROD_CLASS_MLOV
|
Account Number
|
AccountNumber
|
DTYPE_TEXT
|
100
|
Y
|
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
30
|
N
|
Bound by FINS_CRPST_LFLN_IPFS_PLC_MLOV
|
Current Balance
|
CurrentBalance
|
DTYPE_CURRENCY
|
22
|
N
|
|
Id
|
Id
|
DTYPE_TEXT
|
30
|
N
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
Use for pick a related entity
|
Product Id
|
ProductId
|
DTYPE_ID
|
100
|
Y
|
Use for pick a related entity
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
N
|
FINS_OWNERSHIP_TYPE_MLOV
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
Related Industry
|
Industry
|
Industry
|
DTYPE_TEXT
|
50
|
Y
|
|
Industry Id
|
IndustryId
|
DTYPE_ID
|
30
|
Y
|
|
Industry Integration Id
|
IndustryIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
SIC Code
|
SICCode
|
DTYPE_TEXT
|
30
|
Y
|
|
Related Organization
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Organization
|
Organization
|
DTYPE_TEXT
|
100
|
Y
|
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
100
|
Y
|
|
Organization Integration Id
|
OrganizationIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Related Sales Reps
|
Division
|
Division
|
DTYPE_TEXT
|
255
|
Y
|
Use to pick a related entity
|
IsPrimaryMVG
|
IsPrimaryMVG
|
DTYPE_TEXT
|
1
|
N
|
|
Login
|
Login
|
DTYPE_ID
|
15
|
N
|
|
Position
|
Position
|
DTYPE_TEXT
|
50
|
N
|
|
Position Id
|
PositionId
|
DTYPE_ID
|
30
|
N
|
|
Position Integration Id
|
PositionIntegrationId
|
DTYPE_TEXT
|
30
|
N
|
|
Sub Account
|
Account Status
|
AccountStatus2
|
DTYPE_TEXT
|
30
|
N
|
Bound by ACCOUNT_STATUS
|
Id
|
Id
|
DTYPE_ID
|
100
|
Y
|
|
Location
|
Location
|
DTYPE_TEXT
|
50
|
N
|
|
Main Phone Number
|
MainPhoneNumber
|
DTYPE_PHONE
|
40
|
N
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
Y
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
30
|
Y
|
|
Type
|
Type
|
DTYPE_TEXT
|
255
|
Y
|
Bound by ACCOUNT_TYPE
|
operation
|
operation
|
DTYPE_TEXT
|
30
|
N
|
|
searchspec
|
searchspec
|
DTYPE_TEXT
|
250
|
N
|
|
