Prospect Add Request and Response - Tags in the XML Format
Before calling the C1-ADDPROSPERSON business service through an inbound web service, you need to ensure that the prospect add request contains the following tags:
Tag Name | Tag Description | Mandatory (Yes or No) |
---|---|---|
actionFlag | Used to indicate that you want to create request to add a
prospect. The valid value is:
Note: If you do not specify the value in this tag, the system
considers it as an ADD action.
|
Yes |
prospectPersonName | Used to specify the name of the prospect person. Note: You
should specify a person name which is already present in the system.
|
Yes |
division | Used to indicate the division to which you want to associate
the prospect person. Note: You must specify a division which is already
defined in the system.
|
Yes |
customerSegment | Used to indicate the business component using which you want
to create the prospect person. Note: You should specify only those
values which are present in the CUST_SEG_FLG lookup field.
|
No |
customerTier | Used to indicate the customer tier of the customer segment
to which you want to associate the prospect person. Note: You should
specify only those values which are present in the CUST_TIER_FLG lookup field.
|
No |
accessGroup | Used to indicate the user groups who can view and edit the
details of the prospect person. Note: You must specify an access group
which is associated with the division to which the prospect belongs.
|
Yes |
emailAddress | Used to specify the email address of the prospect person. | No |
status | Used to indicate the status in which you want to create the
prospect person.
Note:
The status of the prospect person can only be set to ACTIVE while adding a prospect person. If you do not specify the value in this tag, the system, by default sets the status of the prospect person to ACTIVE. |
Yes |
birthDate | Used to specify the date of birth of the prospect person. | No |
address1 | Used to specify the first line of the address. It may contain details, such as the house number. | No |
address2 | Used to specify the second line of the address. It may contain details, such as the apartment name. | No |
address3 | Used to specify the third line of the address. It may contain details, such as the street name. | No |
address4 | Used to specify the fourth line of the address. It may contain the landmark details. | No |
city | Used to specify the city where the prospect is located. | No |
state | Used to specify the state where the city is located. | No |
country | Used to specify the country where the state is located. | No |
postal | Used to specify the postal code of the address. | No |
prosPerIdentifierList | Used to specify a list of person identifiers for the prospect person. | No |
personIdNumber | Used to specify the value of the person identifier type. Note: If you specify the idType tag, you need to
specify the personIdNumber tag.
|
Yes (Conditional) Note: This data is required while specifying
the prospect person identifier.
|
persIsPrimaryId | Used to indicate whether the prospect person identifier is
primary or not. The valid values are:
|
Yes (Conditional) Note: This data is required while specifying
the prospect person identifier.
|
idType | Used to specify the identifier type using which you want
to add the prospect person in the system. Note: If you specify the personIdNumber tag, you need to specify the idType tag.
|
Yes (Conditional) Note: This data is required while specifying
the prospect person identifier.
|
prosChildRelationList | Used to specify a list of child persons associated with the prospect person. | No |
childPersonId | Used to specify the child person of the prospect person. | Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
personRelationshipType | Used to indicate how the child person is associated with the prospect person. | Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
childPerType | Used to indicate the type of the child person. | Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
division | Used to indicate the division to which the child person belongs. Note:
You must specify a division which is already defined in the system. The child person must belong to the division to which the prospect person is associated. |
Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
childPersonIdType | Used to specify the identifier type using which the child
person is created in the system. Note: If you specify the childPersonIdNumber tag, you need to specify the childPersonIdType tag.
|
Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
childPersonIdNumber | Used to specify the value of the identifier type using which
the child person is created in the system. Note: If you specify the childPersonIdType tag, you need to specify the childPersonIdNumber tag.
|
Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
endDate | Used to specify the date till when the child person is associated with the prospect person. | No |
startDate | Used to specify the date from when the child person is associated with the prospect person. | Yes (Conditional) Note: This data is required while specifying
the child person of the prospect person.
|
prosParentPerRelationList | Used to specify a list of parent persons associated with
the prospect person. Note: You can now add a prospect person or account
to an existing person in the system. In other words, the system allows
you to add a prospect person or account in an existing person’s hierarchy.
Also, you can create deals for such prospect person’s or account’s,
if required.
|
No |
parentPersonId | Used to specify the parent person of the prospect person. | Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
personRelationshipType | Used to indicate how the prospect person is associated with the specified person. | Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
parentPerType | Used to indicate the type of the parent person. The valid
values are:
|
Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
division | Used to indicate the division to which the parent person
belongs. Note:
You must specify a division which is already defined in the system. The parent person must belong to the division to which the prospect person is associated. |
Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
parentPersonIdType | Used to specify the identifier type using which the parent
person is created in the system. Note: If you specify the parentPersonIdNumber tag, you need to specify the parentPersonIdType tag.
|
Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
parentPersonIdNumber | Used to specify the value of the identifier type using which
the parent person is created in the system. Note: If you specify the parentPersonIdType tag, you need to specify the parentPersonIdNumber tag.
|
Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
endDate | Used to specify the date till when the prospect person is associated with the parent person. | No |
startDate | Used to specify the date from when the prospect person is associated with the parent person. | Yes (Conditional) Note: This data is required while specifying
the parent person relationship of the prospect person.
|
prosAccountList | Used to specify a list of accounts for the prospect person. | No |
personId | Used o specify the person to which the account belongs. | Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
customerClass | Used to indicate the customer class to which the account
is associated. Note: You must specify a customer class which is associated
with the division to which the prospect account belongs.
|
Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
accountDivision | Used to indicate the division to which the account belongs. Note: If you do not specify the value in this tag, the system considers
the division of the person to whom the account is associated.
|
Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
status | Used to indicate the status of the account. The valid values
are:
Note:
The status of the prospect account can only be set to ACTIVE while adding a prospect account. If you do not specify the value in this tag, the system, by default sets the status of the prospect account to ACTIVE. |
Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
setUpDate | Used to specify the date from when the account is available for the prospect person. | Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
currency | Used to indicate the currency code of the account. Note: You
must specify a currency which is already defined in the system and
which is associated with the division to which the prospect account
belongs.
|
Yes |
billCycle | Used to indicate the time interval in which you want to create the bills for the account. | Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
accountAccessGroup | Used to indicate the user group who can view and edit the
details of the account. Note: If you do not specify the value in this
tag, the system considers the access group of the person to whom the
account belongs.
|
Yes (Conditional) Note: This data is required while adding
an account for the prospect person.
|
prosAcctCharacteristicList | Used to specify a list of characteristics for the prospect account. | No |
characteristicValue | Used to specify the value for the characteristic type. | Yes (Conditional) Note: This data is required while adding
a characteristic for the prospect account.
|
effectiveDate | Used to specify the date from when the characteristic is effective for the prospect account. | Yes (Conditional) Note: This data is required while adding
a characteristic for the prospect account.
|
characteristicType | Used to indicate the characteristic type. Note: You must specify
a characteristic type which is associated with the division to which
the prospect account belongs.
|
Yes (Conditional) Note: This data is required while adding
a characteristic for the prospect account.
|
prosAcctIdentifierList | Used to specify a list of identifiers for the prospect account. | No |
accountIdentifierType | Used to indicate the identifier type based on which you want
to define the prospect account. Note:
If you specify the accountNumber tag, you need to specify the accountIdentifierType tag. You must specify an identifier type which is associated with the division to which the prospect account belongs. |
Yes (Conditional) Note: This data is required while associating
an identifier with the prospect account.
|
isPrimaryId | Used to indicate whether the prospect account identifier
is primary or not. The valid values are:
Note: If you do not specify the value in this tag, the system
considers the value as False.
|
Yes (Conditional) Note: This data is required while associating
an identifier with the prospect account.
|
accountNumber | Used to specify the prospect account to which you want to
associate the identifier. Note: If you specify the accountIdentifierType tag, you need to specify the accountNumber tag.
|
Yes (Conditional) Note: This data is required while associating
an identifier with the prospect account.
|
prosPerCharactersticList | Used to specify a list of characteristics for the prospect person. | No |
personcharacteristicValue | Used to specify the value for the characteristic type. | Yes (Conditional) Note: This data is required while adding
a characteristic for the prospect person.
|
personEffectiveDate | Used to specify the date from when the characteristic is effective for the prospect person. | Yes (Conditional) Note: This data is required while adding
a characteristic for the prospect person.
|
personCharType | Used to indicate the characteristic type. Note: You must specify
a characteristic type which is associated with the division to which
the prospect person belongs.
|
Yes (Conditional) Note: This data is required while adding
a characteristic for the prospect person.
|
Once the prospect is created, all the details of prospect are listed in the above mentioned tags along with the following tags:
Tag Name | Tag Description |
---|---|
prospectPersonId | Displays the identification value generated for the prospect person. |
prospectAccountId | Displays the identification value generated for the prospect account. |
Related Topics
For more information on... | See... |
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Sample prospect creation request and response in the XML format | Sample Prospect Creation Request and Response in the XML Format |