Prospect Add Request and Response - Tags in the XML Format

Note: We recommend you to refer the topics Prospect Add Request in the XML Format and Prospect Add Response in the XML Format in parallel while understanding the below mentioned tags. This will help you to understand how the tags are nested 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:

  • ADD

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.

  • ACTIVE

  • INACTIVE

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:

  • True

  • False

 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:

  • EPER - Used to indicate that the parent person is an existing person in the system.

  • PRSP - Used to indicate that the parent person is a prospect in the system.

 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:

  • ACTIVE

  • INACTIVE

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:

  • True

  • False

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.
Note: At a time, you can add only one prospect person using the C1-ADDPROSPERSON business service. However, you can add multiple accounts for the prospect person using the C1-ADDPROSPERSON business service.

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...
Sample prospect creation request and response in the XML format Sample Prospect Creation Request and Response in the XML Format