Application Services Interface Reference > Siebel Financial Services ASIs >
Contact Financial Brokerage Account ID Update Interface
The Contact Financial Brokerage Account ID Update Interface ASI is used to update an external system with the Siebel row id of a newly added brokerage account record. It can be used after the Contact Financial Brokerage Account Interface to update the external integration server with the new Siebel row id associated with a financial account in the external system. This is usually only used in conjunction with an integration server.
Figure 55 describes the Contact Financial Brokerage Account ID Update Interface ASI structure and Table 114 lists the field definitions.
Figure 55. Contact Financial Brokerage Account ID Update Interface ASI
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Table 113 lists the integration object and XML tags of this ASI.
Table 113. Contact Financial Brokerage Account ID Update Interface ASI Integration Object
XML Service for SOAP
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Integration Object
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XML Tag
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Not Applicable
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Contact Financial Brokerage Account ID Update Interface
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ListOfSiebelContactFinancialBrokerageAccount
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Table 114 lists the fields and their attributes.
Table 114. Contact Financial Brokerage Account ID Update Interface ASI Fields
Name
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XML Tag
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Data Type
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Length
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Req.
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Notes
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Contact
|
|
Created
|
Created
|
|
|
|
|
First Name
|
FirstName
|
DTYPE_TEXT
|
50
|
|
|
Id
|
Id
|
|
|
|
|
Last Name
|
LastName
|
DTYPE_TEXT
|
50
|
|
|
Middle Name
|
MiddleName
|
DTYPE_TEXT
|
50
|
|
|
Party UId
|
PartyUId
|
DTYPE_TEXT
|
100
|
|
|
Updated
|
Updated
|
|
|
|
|
operation
|
operation
|
|
|
|
|
searchspec
|
searchspec
|
|
|
|
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FINCORP Account
|
|
Account Alias
|
AccountAlias
|
DTYPE_TEXT
|
100
|
|
|
Account Branch Id
|
AccountBranchId
|
DTYPE_ID
|
|
|
|
Account Category
|
AccountCategory
|
DTYPE_TEXT
|
30
|
|
|
Account Name
|
AccountName
|
DTYPE_TEXT
|
100
|
|
|
Account Number
|
AccountNumber
|
DTYPE_TEXT
|
100
|
|
|
Account Status
|
AccountStatus
|
DTYPE_TEXT
|
30
|
|
|
Account Type
|
AccountType
|
DTYPE_TEXT
|
30
|
|
|
Accrued Interest
|
AccruedInterest
|
DTYPE_TEXT
|
|
|
|
Acct Gen - APR
|
AcctGen-APR
|
DTYPE_NUMBER
|
|
|
|
Acct Gen - APY
|
AcctGen-APY
|
DTYPE_NUMBER
|
|
|
|
Acct Gen - Average Balance
|
AcctGen-AverageBalance
|
DTYPE_TEXT
|
|
|
|
Acct Gen - Pers Addr - Id
|
AcctGen-PersAddr-Id
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DTYPE_ID
|
|
|
|
Asset Profit
|
AssetProfit
|
DTYPE_TEXT
|
|
|
|
Asset Revenue
|
AssetRevenue
|
DTYPE_TEXT
|
|
|
|
Available Balance
|
AvailableBalance
|
DTYPE_TEXT
|
|
|
|
Balance
|
Balance
|
DTYPE_TEXT
|
|
|
|
Balance No Penalty
|
BalanceNoPenalty
|
DTYPE_TEXT
|
|
|
|
CA 2 Signatures Requred Flag
|
CA2SignaturesRequredFlag
|
DTYPE_TEXT
|
|
|
|
CA Consolidated Statement Flag
|
CAConsolidatedStatementFlag
|
DTYPE_TEXT
|
|
|
|
CA FDIC Insured Flag
|
CAFDICInsuredFlag
|
DTYPE_TEXT
|
|
|
|
CA Last Statement Date
|
CALastStatementDate
|
DTYPE_DATETIME
|
|
|
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CA Memo Credits
|
CAMemoCredits
|
DTYPE_TEXT
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|
|
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CA Memo Debits/Holds
|
CAMemoDebitsHolds
|
DTYPE_TEXT
|
|
|
|
CA Next Statement Date
|
CANextStatementDate
|
DTYPE_DATETIME
|
|
|
|
CA ODP From Account Number
|
CAODPFromAccountNumber
|
DTYPE_TEXT
|
40
|
|
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CA Overdrafts Month
|
CAOverdraftsMonth
|
DTYPE_NUMBER
|
|
|
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CA Overdrafts Year
|
CAOverdraftsYear
|
DTYPE_NUMBER
|
|
|
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CA Reclamations Month
|
CAReclamationsMonth
|
DTYPE_NUMBER
|
|
|
|
CA Reclamations Year
|
CAReclamationsYear
|
DTYPE_NUMBER
|
|
|
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CA Returned Items Month
|
CAReturnedItemsMonth
|
DTYPE_NUMBER
|
|
|
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CA Returned Items Year
|
CAReturnedItemsYear
|
DTYPE_NUMBER
|
|
|
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CA Returned Mail Flag
|
CAReturnedMailFlag
|
DTYPE_TEXT
|
|
|
|
CA TIN Number
|
CATINNumber
|
DTYPE_TEXT
|
40
|
|
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CA TIN Type
|
CATINType
|
DTYPE_TEXT
|
30
|
|
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CC Account Rating
|
CCAccountRating
|
DTYPE_TEXT
|
30
|
|
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CC Available Limit
|
CCAvailableLimit
|
DTYPE_TEXT
|
|
|
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CC Current Payment Due
|
CCCurrentPaymentDue
|
DTYPE_TEXT
|
|
|
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CC Interest/Fees
|
CCInterestFees
|
DTYPE_TEXT
|
|
|
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CC Last Payment
|
CCLastPayment
|
DTYPE_TEXT
|
|
|
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CC Last Payment Date
|
CCLastPaymentDate
|
DTYPE_DATETIME
|
|
|
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CC New Activity
|
CCNewActivity
|
DTYPE_TEXT
|
|
|
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CC New Balance
|
CCNewBalance
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DTYPE_TEXT
|
|
|
|
CC Outstanding Balance
|
CCOutstandingBalance
|
DTYPE_TEXT
|
|
|
|
CC Payments Received
|
CCPaymentsReceived
|
DTYPE_TEXT
|
|
|
|
CL Debit Amount
|
CLDebitAmount
|
DTYPE_TEXT
|
|
|
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CL Max Promise Date
|
CLMaxPromiseDate
|
DTYPE_DATETIME
|
|
|
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CL Min Promise Amount
|
CLMinPromiseAmount
|
DTYPE_TEXT
|
|
|
|
CL Num Installment Paid
|
CLNumInstallmentPaid
|
DTYPE_NUMBER
|
|
|
|
CL Over Limit Amount
|
CLOverLimitAmount
|
DTYPE_TEXT
|
|
|
|
CL Skip Trace
|
CLSkipTrace
|
DTYPE_TEXT
|
|
|
|
Commitment Amount
|
CommitmentAmount
|
DTYPE_TEXT
|
|
|
|
Created
|
Created
|
|
|
|
|
Currency
|
Currency
|
DTYPE_TEXT
|
20
|
|
|
Current Balance
|
CurrentBalance
|
DTYPE_TEXT
|
|
|
|
Days Past Due
|
DaysPastDue
|
DTYPE_NUMBER
|
|
|
|
Days Zero Balance
|
DaysZeroBalance
|
DTYPE_NUMBER
|
|
|
|
Dividend Paid By Type
|
DividendPaidByType
|
DTYPE_TEXT
|
30
|
|
|
Dividend Paid To
|
DividendPaidTo
|
DTYPE_TEXT
|
30
|
|
|
Id
|
Id
|
|
|
|
|
Institution Name
|
InstitutionName
|
DTYPE_TEXT
|
50
|
|
|
Integration Id
|
IntegrationId
|
DTYPE_TEXT
|
30
|
|
|
Interest Rate
|
InterestRate
|
DTYPE_NUMBER
|
|
|
|
Linked Account
|
LinkedAccount
|
DTYPE_TEXT
|
50
|
|
|
Loan Amount
|
LoanAmount
|
DTYPE_TEXT
|
|
|
|
Market Value
|
MarketValue
|
DTYPE_TEXT
|
|
|
|
Maturity Date
|
MaturityDate
|
DTYPE_DATETIME
|
|
|
|
Name
|
Name
|
DTYPE_TEXT
|
100
|
|
|
Org Id
|
OrgId
|
DTYPE_ID
|
|
|
|
Organization Id
|
OrganizationId
|
DTYPE_ID
|
|
|
|
Parent Account Branch ABA
|
ParentAccountBranchABA
|
DTYPE_TEXT
|
50
|
|
|
Parent Asset ID
|
ParentAssetID
|
DTYPE_ID
|
|
|
|
Payoff Amount
|
PayoffAmount
|
DTYPE_TEXT
|
|
|
|
Previous Balance
|
PreviousBalance
|
DTYPE_TEXT
|
|
|
|
Product Id
|
ProductId
|
DTYPE_ID
|
|
|
|
Reinvest Interest
|
ReinvestInterest
|
DTYPE_TEXT
|
|
|
|
Relationship
|
Relationship
|
DTYPE_TEXT
|
30
|
|
|
Relationship Limit
|
RelationshipLimit
|
DTYPE_TEXT
|
|
|
|
Risk Rating
|
RiskRating
|
DTYPE_TEXT
|
|
|
|
SA Auto Renew Flag
|
SAAutoRenewFlag
|
DTYPE_TEXT
|
|
|
|
SA Grace Period
|
SAGracePeriod
|
DTYPE_NUMBER
|
|
|
|
SA Interest Frequency
|
SAInterestFrequency
|
DTYPE_TEXT
|
30
|
|
|
SA Maturity Date
|
SAMaturityDate
|
DTYPE_DATETIME
|
|
|
|
SA Paid By (method)
|
SAPaidBymethod
|
DTYPE_TEXT
|
30
|
|
|
SA Paid To
|
SAPaidTo
|
DTYPE_TEXT
|
40
|
|
|
SA Term
|
SATerm
|
DTYPE_NUMBER
|
|
|
|
SA Term Unit (frequency)
|
SATermUnitfrequency
|
DTYPE_TEXT
|
30
|
|
|
SR Sub Type
|
SRSubType
|
DTYPE_TEXT
|
30
|
|
|
Settle Value
|
SettleValue
|
DTYPE_TEXT
|
|
|
|
Start Date
|
StartDate
|
DTYPE_DATETIME
|
|
|
|
Term
|
Term
|
DTYPE_NUMBER
|
|
|
|
Total Return
|
TotalReturn
|
DTYPE_TEXT
|
|
|
|
Trade Balance
|
TradeBalance
|
DTYPE_TEXT
|
|
|
|
Type
|
Type
|
DTYPE_TEXT
|
30
|
|
|
Updated
|
Updated
|
|
|
|
|
YTD Average
|
YTDAverage
|
DTYPE_TEXT
|
|
|
|
YTD Dividends Earned
|
YTDDividendsEarned
|
DTYPE_TEXT
|
|
|
|
YTD Fees
|
YTDFees
|
DTYPE_TEXT
|
|
|
|
YTD Interest
|
YTDInterest
|
DTYPE_TEXT
|
|
|
|
YTD Return
|
YTDReturn
|
DTYPE_TEXT
|
|
|
|
operation
|
operation
|
|
|
|
|
searchspec
|
searchspec
|
|
|
|
|
FINCORP Account_Contact
|
|
Acct Gen - Authorized Users - First Name
|
AcctGen-AuthorizedUsers-FirstName
|
DTYPE_TEXT
|
50
|
|
|
Acct Gen - Authorized Users - Last Name
|
AcctGen-AuthorizedUsers-LastName
|
DTYPE_TEXT
|
50
|
|
|
Acct Gen - Authorized Users - Party UId
|
AcctGen-AuthorizedUsers-PartyUId
|
DTYPE_TEXT
|
100
|
|
|
Acct Gen - Authorized Users Id
|
AcctGen-AuthorizedUsersId
|
|
|
|
|
IsPrimaryMVG
|
IsPrimaryMVG
|
|
|
|
|
operation
|
operation
|
|
|
|
|
searchspec
|
searchspec
|
|
|
|
|
FINS Holding
|
|
Account Number
|
AccountNumber
|
DTYPE_TEXT
|
100
|
|
|
Asset Class
|
AssetClass
|
DTYPE_TEXT
|
30
|
|
|
CUSIP
|
CUSIP
|
DTYPE_TEXT
|
100
|
|
|
Category
|
Category
|
DTYPE_TEXT
|
50
|
|
|
Cost Basis
|
CostBasis
|
DTYPE_TEXT
|
|
|
|
Created
|
Created
|
|
|
|
|
Holding Currency Code
|
HoldingCurrencyCode
|
DTYPE_TEXT
|
20
|
|
|
Holding Exchange Date
|
HoldingExchangeDate
|
DTYPE_DATETIME
|
|
|
|
Id
|
Id
|
|
|
|
|
Last Trade
|
LastTrade
|
DTYPE_TEXT
|
|
|
|
NAV
|
NAV
|
DTYPE_TEXT
|
|
|
|
Num Shares Owned
|
NumSharesOwned
|
DTYPE_NUMBER
|
|
|
|
Policy Holding Name
|
PolicyHoldingName
|
DTYPE_TEXT
|
100
|
|
|
Purchase Date
|
PurchaseDate
|
DTYPE_DATETIME
|
|
|
|
Security Id
|
SecurityId
|
DTYPE_ID
|
|
|
|
Security Name
|
SecurityName
|
DTYPE_TEXT
|
100
|
|
|
Security Number
|
SecurityNumber
|
DTYPE_TEXT
|
30
|
|
|
Symbol
|
Symbol
|
DTYPE_TEXT
|
50
|
|
|
Updated
|
Updated
|
|
|
|
|
operation
|
operation
|
|
|
|
|
searchspec
|
searchspec
|
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