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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 26 describes the structure of this message.

Figure 26. UCM Account Structure
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Table 101 lists the Account Query Integration objects.

Table 101. Account Query Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccount

Account

LookUpAccount

UK1:PartyUId
UK2: Id

CIFAccountRs

Account

LookUpAccountResponse

UK1:PartyUId
UK2: Id

Table 102 lists the Account Query by Name Integration objects.

Table 102. Account Query by Name Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountUpdate

Account

UpdateAccount

UK1:PartyUId
UK2: Id

CIFAccountUpdateRs

Account

UpdateAccountResponse

UK1:PartyUId
UK2: Id

Table 103 lists the Account Update Integration objects.

Table 103. Account Update Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountProductDelete

Account

UpdateAccountProduct

UK1:PartyUIdUK2: Id

CIFAccountProductDeleteRs

Account

UpdateAccountProductResponse

UK1:PartyUIdUK2: Id

Table 104 lists the Account Insert Integration objects.

Table 104. Account Insert Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountInsert

Account

InsertAccount

UK1:PartyUId
UK2: Id

CIFAccountInsertRs

Account

InsertAccountResponse

UK1:PartyUId
UK2: Id

Table 105 lists the Account Delete Integration objects.

Table 105. Account Delete Integration Objects
Integration Object
Business Component
XML Tag
User Keys

CIFAccountDelete

Account

DeleteAccount

UK1:PartyUId
UK2: Id

CIFAccountDeleteRs

Account

DeleteAccountResponse

UK1:PartyUId
UK2: Id

Table 106 lists the Account Integration Component and Integration Component Fields.

Table 106. Account Integration Component and Integration Component Fields
Name
XML Tag
Data Type
Length
Req
Notes

IC: Account

Account Region

AccountRegion

DTYPE_TEXT

30

 

Use for picking a related entity

Account Status

AccountStatus

DTYPE_TEXT

24

 

Bound by ACCOUNT_STATUS

Account Type Code

AccountTypeCode

DTYPE_TEXT

30

4

Bound by CUT_ACCOUNT_TYPE

Account Value

AccountValue

DTYPE_TEXT

30

 

Bound by FIN_CON_VALUE_TYPE

Alias

Alias

DTYPE_TEXT

50

 

 

Annual Revenue

AnnualRevenue

DTYPE_TEXT

22

 

 

Client Flag

ClientFlag

DTYPE_BOOL

1

 

 

Competitor

Competitor

DTYPE_BOOL

1

 

 

Credit Agency Number

CreditAgencyNumber

DTYPE_TEXT

30

 

 

Cumulative Sales

CumulativeSales

DTYPE_NUMBER

22

 

 

Currency Code

CurrencyCode

DTYPE_TEXT

15

4

 

Current Volume

CurrentVolume

DTYPE_CURRENCY

22

 

 

Dont Call

DontCall

DTYPE_BOOL

1

 

 

Drug Spent Currency Code

DrugSpentCurrencyCode

DTYPE_TEXT

30

4

Use for picking a related entity

Employees

Employees

DTYPE_NUMBER

22

 

 

Facility Flag

FacilityFlag

DTYPE_BOOL

1

 

 

Federal Tax Number

FederalTaxNumber

DTYPE_TEXT

15

 

 

Financing Method

FinancingMethod

DTYPE_TEXT

30

 

Bound by FINCORP_CLIENT_FINANCING

Gross Potential Value

GrossPotentialValue

DTYPE_CURRENCY

22

 

 

Group Type Code

GroupTypeCode

DTYPE_TEXT

30

4

Bound by GROUP_TYPE_CD

Home Page

HomePage

DTYPE_TEXT

100

 

 

Id

Id

DTYPE_ID

150

 

For cross-referencing

Integration Id

IntegrationId

DTYPE_TEXT

30

 

 

Internal Org Flag

InternalOrgFlag

DTYPE_BOOL

1

4

 

Investor Flag

InvestorFlag

DTYPE_BOOL

1

 

 

Last Year Sales

LastYearSales

DTYPE_CURRENCY

22

 

 

Legal Status

LegalStatus

DTYPE_TEXT

30

 

Bound by UT_LEGAL_STATUS

Location

Location

DTYPE_TEXT

50

 

 

Main Fax Number

MainFaxNumber

DTYPE_PHONE

40

 

 

Main Phone Number

MainPhoneNumber

DTYPE_PHONE

40

 

 

Master Account Id

MasterAccountId

DTYPE_ID

15

 

 

Name

Name

DTYPE_TEXT

100

4

 

operation

operation

DTYPE_TEXT

30

 

 

Partner Flag

PartnerFlag

DTYPE_BOOL

1

 

 

Party UId

PartyUId

DTYPE_TEXT

100

4

 

Privacy Code

PrivacyCode

DTYPE_TEXT

30

4

Bound by PRIVACY_CODE

Reference Flag

ReferenceFlag

DTYPE_BOOL

1

 

 

Referenciable

Referenciable

DTYPE_BOOL

1

 

 

Revenue Growth

RevenueGrowth

DTYPE_NUMBER

22

 

 

Service Provider Flag

ServiceProviderFlag

DTYPE_TEXT

1

 

 

Status

Status

DTYPE_TEXT

30

 

Bound by FINS_COMPETITOR_STATUS_MLOV

Total # Meters

TotalMeters

DTYPE_NUMBER

22

 

 

Total Potential Volume

TotalPotentialVolume

DTYPE_CURRENCY

22

 

 

Type

Type

DTYPE_TEXT

30

4

Bound by ACCOUNT_TYPE

Unionized

Unionized

DTYPE_BOOL

1

 

 

YTD Net Contribution

YTDNetContribution

DTYPE_CURRENCY

22

 

 

IC: 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

 

 

operation

operation

DTYPE_TEXT

30

 

 

Postal Code

PostalCode

DTYPE_TEXT

30

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Ship Address Flag

ShipAddressFlag

DTYPE_TEXT

1

 

 

State

State

DTYPE_TEXT

10

 

Bound by STATE_ABBREV

Street Address

StreetAddress

DTYPE_TEXT

200

 

 

IC: 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

 

 

operation

operation

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

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Status

Status

DTYPE_TEXT

30

 

Bound by EVENT_STATUS

Type

Type2

DTYPE_TEXT

30

4

Bound by TODO_TYPE

IC: Contact

Account Id

AccountId

DTYPE_ID

30

 

 

Account Integration Id

AccountIntegrationId

DTYPE_TEXT

30

 

 

Assistant

Assistant

DTYPE_TEXT

50

 

 

Assistant Phone #

AssistantPhone

DTYPE_PHONE

40

 

 

Cellular Phone #

CellularPhone

DTYPE_PHONE

40

 

 

Fax Phone #

FaxPhone

DTYPE_PHONE

40

 

 

First Name

FirstName

DTYPE_TEXT

50

4

 

Home Phone #

HomePhone

DTYPE_TEXT

40

 

 

Job Title

JobTitle

DTYPE_TEXT

75

 

 

Last Name

LastName

DTYPE_TEXT

50

4

 

M/M

MM

DTYPE_TEXT

15

 

 

Middle Name

MiddleName

DTYPE_TEXT

50

 

 

operation

operation

DTYPE_TEXT

30

 

 

Party UId

PartyUId

DTYPE_TEXT

100

4

 

Person UId

PersonUId

DTYPE_ID

30

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

 

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Work Phone #

WorkPhone

DTYPE_PHONE

45

 

 

IC: 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

operation

operation

DTYPE_TEXT

30

 

 

Product Id

ProductId

DTYPE_ID

100

4

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Type

Type

DTYPE_TEXT

30

 

Bound by FINS_OWNERSHIP_TYPE_MLOV

IC: 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

operation

operation

DTYPE_TEXT

30

 

 

Product Id

ProductId

DTYPE_ID

100

4

Use for pick a related entity

searchspec

searchspec

DTYPE_TEXT

250

 

 

Type

Type

DTYPE_TEXT

30

 

FINS_OWNERSHIP_TYPE_MLOV

IC: Related Industry

Industry

Industry

DTYPE_TEXT

50

4

 

Industry Id

IndustryId

DTYPE_ID

30

4

 

Industry Integration Id

IndustryIntegrationId

DTYPE_TEXT

30

 

 

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

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 Organization

SIC Code

SICCode

DTYPE_TEXT

30

4

 

IC: Related Sales Reps

Division

Division

DTYPE_TEXT

255

4

Use to pick a related entity

IsPrimaryMVG

IsPrimaryMVG

DTYPE_TEXT

1

 

 

Login

Login

DTYPE_ID

15

 

 

Position

Position

DTYPE_TEXT

50

 

 

Position Id

PositionId

DTYPE_ID

30

 

 

Position Integration Id

PositionIntegrationId

DTYPE_TEXT

30

 

 

IC: Sub Account

Account Status

AccountStatus2

DTYPE_TEXT

30

 

Bound by ACCOUNT_STATUS

Id

Id

DTYPE_ID

100

4

 

Location

Location

DTYPE_TEXT

50

 

 

Main Phone Number

MainPhoneNumber

DTYPE_PHONE

40

 

 

Name

Name

DTYPE_TEXT

100

4

 

operation

operation

DTYPE_TEXT

30

 

 

Party UId

PartyUId

DTYPE_TEXT

30

4

 

searchspec

searchspec

DTYPE_TEXT

250

 

 

Type

Type

DTYPE_TEXT

255

4

Bound by ACCOUNT_TYPE

IC: UCM Account Privacy

Account Id

AccountId

DTYPE_ID

Affiliate Flag

AffiliateFlag

DTYPE_TEXT

30

Affiliate Flag

AffiliateFlag

DTYPE_TEXT

30

Affiliate Method

AffiliateMethod

DTYPE_TEXT

30

Affiliate Method

AffiliateMethod

DTYPE_TEXT

30

Affiliate Source

AffiliateSource

DTYPE_TEXT

30

Affiliate Source

AffiliateSource

DTYPE_TEXT

30

Affiliate System

AffiliateSystem

DTYPE_TEXT

30

Affiliate System

AffiliateSystem

DTYPE_TEXT

30

Channel Flag

ChannelFlag

DTYPE_TEXT

30

Channel Flag

ChannelFlag

DTYPE_TEXT

30

Channel Method

ChannelMethod

DTYPE_TEXT

30

Channel Method

ChannelMethod

DTYPE_TEXT

30

Channel Source

ChannelSource

DTYPE_TEXT

30

Channel Source

ChannelSource

DTYPE_TEXT

30

Channel System

ChannelSystem

DTYPE_TEXT

30

Channel System

ChannelSystem

DTYPE_TEXT

30

Contact Id

ContactId

DTYPE_ID

Cover Letter Type

CoverLetterType

DTYPE_TEXT

30

Cover Letter Type

CoverLetterType

DTYPE_TEXT

30

Cover Letter Type II

CoverLetterTypeII

DTYPE_TEXT

30

Cover Letter Type II

CoverLetterTypeII

DTYPE_TEXT

30

IC: UCM Contact Privacy

Id

Id

DTYPE_ID

30

Id

Id

DTYPE_ID

30

Integration Id

IntegrationId

DTYPE_TEXT

30

Integration Id

IntegrationId

DTYPE_TEXT

30

Nonaffiliate Flag

NonaffiliateFlag

DTYPE_TEXT

30

Nonaffiliate Flag

NonaffiliateFlag

DTYPE_TEXT

30

Nonaffiliate Method

NonaffiliateMethod

DTYPE_TEXT

30

Nonaffiliate Method

NonaffiliateMethod

DTYPE_TEXT

30

Nonaffiliate Source

NonaffiliateSource

DTYPE_TEXT

30

Nonaffiliate Source

NonaffiliateSource

DTYPE_TEXT

30

Nonaffiliate System

NonaffiliateSystem

DTYPE_TEXT

30

Nonaffiliate System

NonaffiliateSystem

DTYPE_TEXT

30

Notice Send Flag

NoticeSendFlag

DTYPE_TEXT

30

Notice Send Flag

NoticeSendFlag

DTYPE_TEXT

30

Notice Sent Date

NoticeSentDate

DTYPE_UTCDATETIME

Notice Sent Date

NoticeSentDate

DTYPE_UTCDATETIME

Notice Sent Reason

NoticeSentReason

DTYPE_TEXT

100

Notice Sent Reason

NoticeSentReason

DTYPE_TEXT

100

Notice Sent Type

NoticeSentType

DTYPE_TEXT

30

Notice Sent Type

NoticeSentType

DTYPE_TEXT

30

OFAC Flag

OFACFlag

DTYPE_BOOL

OFAC Flag

OFACFlag

DTYPE_BOOL

PEND End Date

PENDEndDate

DTYPE_UTCDATETIME

PEND End Date

PENDEndDate

DTYPE_UTCDATETIME

PEND Start Date

PENDStartDate

DTYPE_UTCDATETIME

PEND Start Date

PENDStartDate

DTYPE_UTCDATETIME

Privacy Parent Type

PrivacyParentType

DTYPE_TEXT

30

='Account'

Privacy Parent Type

PrivacyParentType

DTYPE_TEXT

30

Privacy State Code

PrivacyStateCode

DTYPE_TEXT

30

Privacy State Code

PrivacyStateCode

DTYPE_TEXT

30

Receive Annual Notice Flag

ReceiveAnnualNoticeFlag

DTYPE_TEXT

30

Receive Annual Notice Flag

ReceiveAnnualNoticeFlag

DTYPE_TEXT

30

Receive Annual Notice Method

ReceiveAnnualNoticeMethod

DTYPE_TEXT

30

Receive Annual Notice Method

ReceiveAnnualNoticeMethod

DTYPE_TEXT

30

Receive Annual Notice Source

ReceiveAnnualNoticeSource

DTYPE_TEXT

30

Receive Annual Notice Source

ReceiveAnnualNoticeSource

DTYPE_TEXT

30

Receive Annual Notice System

ReceiveAnnualNoticeSystem

DTYPE_TEXT

30

Receive Annual Notice System

ReceiveAnnualNoticeSystem

DTYPE_TEXT

30

State PEND Period

StatePENDPeriod

DTYPE_INTEGER

State PEND Period

StatePENDPeriod

DTYPE_INTEGER

Telemarketing Flag

TelemarketingFlag

DTYPE_TEXT

30

Telemarketing Flag

TelemarketingFlag

DTYPE_TEXT

30

Telemarketing Method

TelemarketingMethod

DTYPE_TEXT

30

Telemarketing Method

TelemarketingMethod

DTYPE_TEXT

30

Telemarketing Source

TelemarketingSource

DTYPE_TEXT

30

Telemarketing Source

TelemarketingSource

DTYPE_TEXT

30

Telemarketing System

TelemarketingSystem

DTYPE_TEXT

30

Telemarketing System

TelemarketingSystem

DTYPE_TEXT

30

Updated

Updated

DTYPE_DATETIME

30

Updated

Updated

DTYPE_DATETIME

30

Updated By

UpdatedBy

DTYPE_ID

30

Updated By

UpdatedBy

DTYPE_ID

30

 

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