Sample Prospect Update Request and Response in the XML Format
Using the below example, you can update the prospect person for 3009626623 prospect person ID.
Sample Prospect Update Request in the XML Format
<C1-ADDPROSPERSON>
<prospectPersonId>3009626623</prospectPersonId>
<actionFlag>UPD</actionFlag>
<prospectPersonName>Smith</prospectPersonName>
<division>930</division>
<customerSegment>CORP</customerSegment>
<customerTier>T</customerTier>
<accessGroup>BKUSER</accessGroup>
<emailAddress>smith@example.com</emailAddress>
<status>ACTIVE</status>
<birthDate>2000-01-01</birthDate>
<address1>401</address1>
<address2>Island Parkway</address2>
<address3>Redwood Shores</address3>
<address4>Redwood Shores</address4>
<city>CA</city>
<state>New York</state>
<country>CA</country>
<postal>94065</postal>
<prosPerIdentifierList>
<personIdNumber>456</personIdNumber>
<persIsPrimaryId>true</persIsPrimaryId>
<idType>TAXID</idType>
</prosPerIdentifierList>
<prosChildRelationList>
<childPersonId>0146105591</childPersonId>
<personRelationshipType>PARENT</personRelationshipType>
<childPerType>PRSP</childPerType>
<division>930</division>
<childPersonIdType>Social Security number</childPersonIdType>
<childPersonIdNumber>3167070400</childPersonIdNumber>
<endDate>2025-01-01</endDate>
<startDate>2024-01-01</startDate>
</prosChildRelationList>
<prosParentPerRelationList>
<parentPersonId>1600395396</parentPersonId>
<personRelationshipType>CHILD</personRelationshipType>
<parentPerType>EPER</parentPerType>
<division>930</division>
<parentPersonIdType>Social Security number</parentPersonIdType>
<parentPersonIdNumber>4598409119</parentPersonIdNumber>
<endDate>2025-01-01</endDate>
<startDate>2024-01-01</startDate>
</prosParentPerRelationList>
<prosAccountList>
<personId>6709873933</personId>
<customerClass>BK</customerClass>
<accountDivision>930</accountDivision>
<status>ACTIVE</status>
<setUpDate>2024-01-01</setUpDate>
<currency>USD</currency>
<billCycle>ASH3</billCycle>
<accountAccessGroup>BKUSER</accountAccessGroup>
<prosAcctCharacteristicList>
<characteristicValue>PROS</characteristicValue>
<effectiveDate>2024-01-01</effectiveDate>
<characteristicType>C1_F_ANO</characteristicType>
</prosAcctCharacteristicList>
<prosAcctIdentifierList>
<accountIdentifierType>ACCT_NM</accountIdentifierType>
<isPrimaryId>true</isPrimaryId>
<accountNumber>PROS</accountNumber>
</prosAcctIdentifierList>
</prosAccountList>
<prosPerCharactersticList>
<personcharacteristicValue>I</personcharacteristicValue>
<personEffectiveDate>2025-01-01</personEffectiveDate>
<personCharType>C1CUSTAT</personCharType>
</prosPerCharactersticList>
</C1-ADDPROSPERSON>Note: If you do not want to enter the data in the list tags (i.e.
tags where the type is set to list), you should not include them in
the request. Adding empty list tags will give erroneous results.
Sample Prospect Update Response in the XML Format
<C1-ADDPROSPERSON>
<prospectPersonId>8982132112</prospectPersonId>
<actionFlag>UPD</actionFlag>
<prospectPersonName>Smith</prospectPersonName>
<division>930</division>
<customerSegment>COMM</customerSegment>
<customerTier>T</customerTier>
<accessGroup>BKUSER</accessGroup>
<emailAddress>smith@example.com</emailAddress>
<status>Active</status>
<birthDate>2000-01-01</birthDate>
<address1>401</address1>
<address2>Island Parkway</address2>
<address3>Redwood Shores</address3>
<address4>Redwood Shores</address4>
<city>CA</city>
<state>New York</state>
<country>USA</country>
<postal>94065</postal>
<prosPerIdentifierList>
<personIdNumber>456</personIdNumber>
<persIsPrimaryId>false</persIsPrimaryId>
<idType>PIN</idType>
</prosPerIdentifierList>
<prosPerIdentifierList>
<personIdNumber>456</personIdNumber>
<persIsPrimaryId>true</persIsPrimaryId>
<idType>TAXID</idType>
</prosPerIdentifierList>
<prosChildRelationList>
<childPersonId>0146105591</childPersonId>
<personRelationshipType>PARENT</personRelationshipType>
<childPerType>PRSP</childPerType>
<division>930</division>
<childPersonIdType>Social Security number</childPersonIdType>
<childPersonIdNumber>3167070400</childPersonIdNumber>
<endDate>2025-01-01</endDate>
<startDate>2024-01-01</startDate>
</prosChildRelationList>
<prosParentPerRelationList>
<parentPersonId>1600395396</parentPersonId>
<personRelationshipType>CHILD</personRelationshipType>
<parentPerType>EPER</parentPerType>
<division>930</division>
<parentPersonIdType>Social Security number</parentPersonIdType>
<parentPersonIdNumber>4598409119</parentPersonIdNumber>
<endDate>2025-01-01</endDate>
<startDate>2024-01-01</startDate>
</prosParentPerRelationList>
<prosAccountList>
<personId>6709873933</personId>
<prospectAccountId>0017549904</prospectAccountId>
<customerClass>BK</customerClass>
<accountDivision>930</accountDivision>
<status>ACTIVE</status>
<setUpDate>2024-01-01</setUpDate>
<currency>USD</currency>
<billCycle>ASH3</billCycle>
<accountAccessGroup>BKUSER</accountAccessGroup>
<prosAcctCharacteristicList>
<characteristicValue>PROS</characteristicValue>
<effectiveDate>2024-01-01</effectiveDate>
<characteristicType>C1_F_ANO</characteristicType>
</prosAcctCharacteristicList>
<prosAcctIdentifierList>
<accountIdentifierType>CCT_NM</accountIdentifierType>
<isPrimaryId>true</isPrimaryId>
<accountNumber>PROS</accountNumber>
</prosAcctIdentifierList>
</prosAccountList>
<prosAccountList>
<personId>6709873933</personId>
<prospectAccountId>0261587703</prospectAccountId>
<customerClass>BK</customerClass>
<accountDivision>930</accountDivision>
<status>ACTIVE</status>
<setUpDate>2024-01-01</setUpDate>
<currency>USD</currency>
<billCycle>ASH3</billCycle>
<accountAccessGroup>BKUSER</accountAccessGroup>
<prosAcctCharacteristicList>
<characteristicValue>PROS</characteristicValue>
<effectiveDate>2024-01-01</effectiveDate>
<characteristicType>C1_F_ANO</characteristicType>
</prosAcctCharacteristicList>
<prosAcctIdentifierList>
<accountIdentifierType>CCT_NM</accountIdentifierType>
<isPrimaryId>true</isPrimaryId>
<accountNumber>PROS</accountNumber>
</prosAcctIdentifierList>
</prosAccountList>
<prosAccountList>
<personId>6081480244</personId>
<prospectAccountId>0261587703</prospectAccountId>
<customerClass>BK</customerClass>
<accountDivision>930</accountDivision>
<status>ACTIVE</status>
<setUpDate>2024-01-01</setUpDate>
<currency>USD</currency>
<billCycle>ASH3</billCycle>
<accountAccessGroup>BKUSER</accountAccessGroup>
<prosAcctCharacteristicList>
<characteristicValue>PROS</characteristicValue>
<effectiveDate>2024-01-01</effectiveDate>
<characteristicType>C1_F_ANO</characteristicType>
</prosAcctCharacteristicList>
<prosAcctIdentifierList>
<accountIdentifierType>CCT_NM</accountIdentifierType>
<isPrimaryId>true</isPrimaryId>
<accountNumber>PROS</accountNumber>
</prosAcctIdentifierList>
</prosAccountList>
<prosAccountList>
<personId>3055256440</personId>
<prospectAccountId>0261587703</prospectAccountId>
<customerClass>BK</customerClass>
<accountDivision>930</accountDivision>
<status>ACTIVE</status>
<setUpDate>2024-01-01</setUpDate>
<currency>USD</currency>
<billCycle>ASH3</billCycle>
<accountAccessGroup>BKUSER</accountAccessGroup>
<prosAcctCharacteristicList>
<characteristicValue>PROS</characteristicValue>
<effectiveDate>2024-01-01</effectiveDate>
<characteristicType>C1_F_ANO</characteristicType>
</prosAcctCharacteristicList>
<prosAcctIdentifierList>
<accountIdentifierType>CCT_NM</accountIdentifierType>
<isPrimaryId>true</isPrimaryId>
<accountNumber>PROS</accountNumber>
</prosAcctIdentifierList>
</prosAccountList>
<prosAccountList>
<personId>3749439310</personId>
<prospectAccountId>0261587703</prospectAccountId>
<customerClass>BK</customerClass>
<accountDivision>930</accountDivision>
<status>ACTIVE</status>
<setUpDate>2024-01-01</setUpDate>
<currency>USD</currency>
<billCycle>ASH3</billCycle>
<accountAccessGroup>BKUSER</accountAccessGroup>
<prosAcctCharacteristicList>
<characteristicValue>PROS</characteristicValue>
<effectiveDate>2024-01-01</effectiveDate>
<characteristicType>C1_F_ANO</characteristicType>
</prosAcctCharacteristicList>
<prosAcctIdentifierList>
<accountIdentifierType>CCT_NM</accountIdentifierType>
<isPrimaryId>true</isPrimaryId>
<accountNumber>PROS</accountNumber>
</prosAcctIdentifierList>
</prosAccountList>
<prosPerCharactersticList>
<personcharacteristicValue>A</personcharacteristicValue>
<personEffectiveDate>2011-01-01</personEffectiveDate>
<personCharType>C1CUSTAT</personCharType>
</prosPerCharactersticList>
</C1-ADDPROSPERSON>Note: We have given the above request and response samples to illustrate
how the tags should be nested while sending a prospect update request
from the external system. However, you should not seamlessly use this
request sample in your environment because the required pre-requisite
data may not be available in your environment. In such case, the system
will give erroneous results.
Related Topics
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| Prospect update request and response tags in the XML format | Prospect Update Request and Response - Tags in the XML Format |