Prerequisites

To create a hold request through an inbound web service, you need to do the following:

  • Define a REST or SOAP based inbound web service to call the C1-CreateHoldRequest business service where HTTP Method is set to Post and URI Component is set to/createHold.

  • Authorize the ORMB user to access the required application service.

  • Define the required active hold request type where the Activation Approval option is not selected.

  • Define the required source systems in the C1-SourceSystemLookup extendable lookup.

  • Define the required person or account identifier types in the system.

  • Ensure that the entities (i.e., person, account, or bill) that you want to keep on hold through a hold request should exist in the system.

  • Define the required values for the HOLD_​REASON_​FLG, HOLD_​ENTITY_​LVL_​FLG, and HOLD_​PROCESS_​FLG lookup fields.

  • Define the required characteristic types where the characteristic entity is set to Hold Request.

  • Set the Default Hold Request Type for IWS option type of the C1-HOLDSRCH feature configuration.

Related Topics

For more information on... See...
How to setup the C1-HOLDSRCH feature configuration Setting the C1-HOLDSRCH Feature Configuration