Financial Asset Service

Use this REST Interface to perform all operations related to the financial asset or the financial account object. This REST Interface is used for all financial asset operations, including insert, query, update, and delete operations to maintain financial asset information.

Financial Asset Service Operations

For a list of the operations associated with this REST Interface, see the following table.

Name	Description
createFinancialAsset	Creates a financial asset record.
getFinancialAsset	Retrieves financial asset records, based on a user query.
deleteFinancialAsset	Deletes a financial asset record.
updateFinancialAsset	Updates an existing financial asset record.

The UCM REST Interface for Financial Asset Service invokes the same workflow process used by UCM Financial Asset Web Service, so it requires as input the same instance of SwiFinancialAssetIO integration object. Refer to the Financial Asset Web Services section of this guide for detail description of this integration object.

Workflow Processes invoked by Financial Asset Service:

Name	Workflow Process Name
createFinancialAsset	UCM Financial Asset Customer Profile Integration SOAP Process
getFinancialAsset	UCM Financial Asset Customer Profile Integration SOAP Query Process
deleteFinancialAsset	UCM Financial Asset Customer Profile Integration SOAP Process
updateFinancialAsset	UCM Financial Asset Customer Profile Integration SOAP Process

Sample Request - updateFinancialAsset

HTTP POST Request URL:

http://<Server Name>:<port>/Siebel/v1.0/workflow/UCM Financial Asset Customer Profile Integration SOAP Process

Sample Request body in JSON format:

{
    "RealtimePubSub": "true",				//Override WF Proc Prop
    "SwiFinancialAssetIO": {				//Financial Asset IO
        "IntObjectFormat": "Siebel Hierarchical",
        "MessageId": "",
        "IntObjectName": "SwiFinancialAssetIO",
        "MessageType": "Integration Object",
        "ListOfSwiFinancialAssetIO": {
            "ExternalSystemId": "Siebel01",
            "FINCORP Account": [
                {
                    "operation": "Update",		//Update operation
                    "Id": "SBL01_ABC_ACCT_0001",
                    "Account Name": "ABC ACCOUNT",
                    "Account Number": "ABC-0001",
                    "Current Balance": "5000",
                    "Product Id": "1+KNC+102",
                    "Name": "0000894 1+KNC+102",
                    "Start Date": "09/01/2010 00:00:00",
                    "ListOfContact": {
                        "Contact": [
                            {
                                "Id": "SBL01_JOE_MONTANA",
                                "Last Name": "MONTANA",
                                "First Name": "JOE",
                                "Home Phone #": "1234567890",
                                "Work Phone #": "1234567890"
                            }
                        ]
                    }
                }
            ]
        }
    }
}

Sample Request body in XML format:

<?xml version="1.0" ?>
<request>
    <RealtimePubSub>true</RealtimePubSub>		//Override WF Proc Prop
    <SwiFinancialAssetIO					//Financial Asset IO
        IntObjectFormat="Siebel Hierarchical"
        MessageId=""
        IntObjectName="SwiFinancialAssetIO"
        MessageType="Integration Object">
        <ListOfSwiFinancialAssetIO ExternalSystemId="Siebel01">
            <FINCORP_spcAccount operation="Update">	//Update operation
                <Id>SBL01_ABC_ACCT_0001</Id>
                <Account_spcName>ABC ACCOUNT</Account_spcName>
                <Account_spcNumber>ABC-0111</Account_spcNumber>
                <Current_spcBalance>5000</Current_spcBalance>
                <Product_spcId>1+KNC+102</Product_spcId>
                <Name>0000894 1+KNC+102</Name>
                <Start_spcDate>09/01/2010 00:00:00</Start_spcDate>
                <ListOfContact>
                    <Contact>
                        <Id>SBL01_JOE_MONTANA</Id>
                        <Last_spcName>MONTANA</Last_spcName>
                        <First_spcName>JOE</First_spcName>
                    </Contact>
                </ListOfContact>
            </FINCORP_spcAccount>
        </ListOfSwiFinancialAssetIO>
    </SwiFinancialAssetIO>
</request>