I Revision History

This appendix lists the changes made to the Batch Processing & Web Services Guide by release.

Customer Engagement Cloud Services 18.0

The following changes were made to the Batch Processing & Web Services Guide.

Table I-1 Guide Changes for Release 18.0

Message/Data Type Description of Change

CARD SERVICES, VERSION 3.2 - New Chapter

CardProgramType

New class.

CreateAccount

New method.

DeleteAccount

New method.

GetCardPrograms

New method.

GetCardProgramsResponse

New class.

GetCardProgramsResponse2

New class.

Card Program

New class.

Enumerated Values

Added ProgramType.

ENTITLEMENT ENGINE MESSAGES

shipChargeCode

New value.

shipAwardType

New value.

shipCntries

Newly implemented value.

shipMethods

Newly implemented value.

shipScfs

Newly implemented value.

shipUS48Only

Newly implemented value.

Bulk Imports through Oracle Cloud Data Service (OCDS) - New chapter

Promote API - New chapter

Customer Engagement Cloud Services 17.0.1

The following changes were made to the Batch Processing & Web Services Guide.

Table I-2 Guide Changes for Release 17.0.1

Message/Data Type Description of Change

CUSTOMER SERVICES, all versions

deleteCustomer

The customer is deleted, not merely flagged as inactive.

BI/Analytics Batch Sync Processing

Noted that the deleteCustomer request also deletes customers.

CUSTOMER SERVICES, VERSION 1.0

Added note: This version of the web service will be removed from the standard product functionality. Not recommended for use. Use of a later version is recommended.

DATA PRIVACY SERVICES, VERSION 1.0 - New Chapter

CUSTOMER ENGAGEMENT USER SERVICES, VERSION 4.0 - New Chapter

ENUMERATED VALUES

UserSearchFieldType

Renamed RelateUserSearchFieldType to UserSearchFieldType and update one of the values.

Marketing Batch Sync Processing chapter: Changed field names for Loyalty Accounts Sync Export file from FIRST_USE_DATE and LAST_USE_DATE to FIRST_USED_DATE and LAST_USED_DATE.

Customer Engagement Cloud Services 17.0

The following changes were made to the Batch Processing & Web Services Guide.

Table I-3 Guide Changes for Release 17.0

Message/Data Type Description of Change

CUSTOMER

Added action, sequence, and privateFlag to CustomerNote element.

LOYALTY

Added PostEngagementAction and ActivityImport.

ATTRIBUTE SERVICES, VERSION 3.3 - New Chapter

addOrUpdateAttribute

New method.

retrieveAttributes

Response includes the publish to batch exporter flag.

CUSTOMER SERVICES, VERSION 3.1 - New Chapter

Version 3.1 of the API supports adding, updating, and deleting customer notes; also, the currency code was added to the retrieveCustomer method and the CustomerResponseType class.

LOYALTY ACCOUNT SERVICES, VERSION 3.3

postEngagementAction

New method.

getEngagementRules

New method.

SEGMENT SERVICES, VERSION 3.0

deleteSegment

New method.

TASK SERVICES, VERSION 3.0 - New Chapter

Version 3.0 of the API supports paging for the getTaskList and passing the securityUserId for various methods.

ENUMERATED VALUES

AttributeDataType

Enumerated values are Character, Number, Currency, Date, Logical, List.

CustomerNotesActionType

Enumerated values are ADD, UPDATE, and DELETE.

Introduction: Added reference to Batch Process Tracking, and updated information on Batch Import Review.

Various: Added note indicating that securityUserId provided within a message must be assigned the proper Security Group permission.

BI/Analytics Batch Sync Processing: Added Loyalty Program Export Sync, Loyalty Account Activity Export Sync, Loyalty Account Sync, and Loyalty Award Transaction Export Sync.

Marketing Batch Sync Processing - Added note to Customer Export that customer records are included only if they have email addresses, and removed note from Promotion Import that promotion ID is required. Added Customer Activity Sync and Points/Award Notification Sync.

Customer Engagement Cloud Services 16.0

The following changes were made to the Batch Processing & Web Services Guide.

Table I-4 Guide Changes for Release 16.0

Message/Data Type Description of Change

INTRODUCTION

XML Messages

Only batch processing is now supported for XML. Since interactive XML Messages are no longer supported, removed all references, including Processing Modes section, XML Formatting Guidelines, and XML Message.

Batch Import Review

Replaced XML API Reader section with Batch Import Review.

CUSTOMER REQUESTS

XML

Messages Removed references.

Customer Lookup

Removed.

Customer Search

Removed.

Retrieve Customer

Removed.

TRANSACTIONS

XML Messages

Removed references.

Calculate Proforma

Removed.

ITEM REQUESTS

XML

Messages Removed references.

RETAIL LOCATION REQUESTS

XML Messages

Removed references.

CARDS

XML Messages

Removed references.

Card Inquiry

Removed.

MERCHANDISE HIERARCHY

XML Messages

Removed references.

LOYALTY

XML Messages

Removed references.

Loyalty Transaction Points Inquiry

Removed.

MERCHANDISE HIERARCHY

XML Messages

Removed references.

STORED VALUE

Chapter removed because all existing stored value message processing was interactive.

AWARDS

Chapter removed because all existing awards message processing was interactive.

PROMOTIONS

XML Messages

Removed references.

USERS

XML Messages

Removed references.

INTRODUCTION TO ORACLE RETAIL CUSTOMER ENGAGEMENT APIS

Web Service Tracking

Added brief introduction to Web Service Tracking option in UI.

ATTRIBUTE SERVICES, VERSION 3.2 - New Chapter

Only difference from version 3.1 is addition of Wishlist to enumerated values for AttributesIntendedUserType.

LOYALTY ACCOUNT SERVICES, VERSION 3.3 - New Chapter

Version 3.3 of the API supports returning a list of EAwards through the ImmediateAwardsType class.

POSLOG SERVICES, VERSION 3.3 - New Chapter

Version 3.3 of the API supports returning a list of EAwards through the ImmediateAwardsType class.

REGISTRY SERVICES, VERSION 3.1 - New Chapter

RegistryResponseType

Added RegistryType element.

RegistryRequestType

Added RegistryType element.

RegistrySummaryType

Added RegistryType element.

ENUMERATED VALUES

AttributesIntendedUseType

Added Wishlist to enumerated values.

RegistryType

Enumerated values are GIFT_REGISTRY and WISH_LIST.

RegistrySearchFieldType

Added RegistryType to enumerated values.

Entitlement Engine Services - New Chapter

Marketing Batch Sync Processing - New Chapter

BI/Analytics Batch Sync Processing - New Chapter

Tender Account Batch Sync Processing - New Chapter

ALL WEB SERVICES

Updated Web Service URLs.

Changed the default port to <portNumber> for all web service messages.

Customer Engagement Cloud Services 15.0

The following changes were made to the Batch Processing & Web Services Guide.

Table I-5 Guide Changes for Release 15.0

Message/Data Type Description of Change

zz

INTRODUCTION

Fileset processing

The Batch File Input Directory property in System Configuration now specifies the location of the fileset directory.

XML API File Reader

Changed the URL, and login is now accomplished through a valid Customer Engagement user ID and password.

Changed the default port to 443 for all web service messages.

CUSTOMERS

Customer Requests

No longer validates against partial address for customer. Removed <SortingName> from requests. Updated references to prevent card association with multiple customers. Removed reference to instrument ID as a valid card/customer association.

TRANSACTIONS

Transaction Requests

Removed <CardNumber> as identifier for entitlement promotion processing. Removed sample of Sale with Entitlement, since no longer supported.

POS Logs

Removed Issue Bounce Back Coupon section.

CARDS

Card Inquiry

Added <CardTypeAttribute> element to the <Instrument> element:

<CardTypeAttribute>

<AttrName>Available Designs</AttrName>

<AttrDataType>Enumerated</AttrDataType>

<AttrValue>US Flag</AttrValue>

</CardTypeAttribute>

Generate Card

Added <Attribute> element to the <CardSeries>

element:

<Attribute id="95" name="Series Colors"

editable="true" unique="false"

required="false"

intendedUse="CardSeries">

<AttributeValue>Red</AttributeValue>

</Attribute>

AWARD ACCOUNT SERVICES, VERSION 3.1 - New Chapter

expireCoupons

New method.

automaticRedeem

Now returns AwardResponseType instead of awardTransactionResult.

inquiry

Now returns AwardResponseType instead of awardTransactionResult.

issueCoupon

Now returns AwardResponseType instead of awardTransactionResult. Also, added dealId and couponType elements.

redeemCoupons

Now returns AwardResponseType instead of awardTransactionResult.

reverse

Now returns AwardResponseType instead of awardTransactionResult.

AwardAccountType

New element.

AwardProgramType

New element.

AwardResponseType

New element.

AwardRespProgramType

New element.

CouponListType

New element.

CouponType

New element.

EntitlementCouponListType

New element.

EntitlementCouponType

New element.

EntitlementDealType

New element.

ReferencedDealType

New element.

ResponseStatusType

New element.

CARD SERVICES, VERSION 3.1 - New Chapter

addOrUpdateCardAttributes

New method.

getCardInquiryData

Added AttributeSearchType.

AttributeRequestType

New element.

AttributeResponseType

New element.

AttributeSearchType

New element.

CardAttributesResponseType

New element.

CardInqAwardAccount

Added EntitlementCouponList element.

CardInqEntitlementAccount

Removed element.

CardInqEntitlementCoupon

New element.

CardInqEntitlementCouponList

New element.

CardInqEntitlementDealType

New element.

CardInqInstrument

New Attribute element. Removed EntitlementAccount element.

CardInqReferencedDealType

New element.

CardInqTypeAttribute

Removed element.

EntitlementAccountActivityListType

Removed element.

EntitlementAccountActivityType

Removed element.

EntitlementDealListType

Removed element.

EntitlementProgramType

Removed element.

ENTITLEMENT ACCOUNT SERVICES, VERSION 3.0 - Removed Chapter (deprecated)

LOYALTY ACCOUNT SERVICES, VERSION 3.2 - New Chapter

getLoyaltyAwardRules

New element.

EntitlementDealType

New element.

ImmediateAwardEntitlementType

New element.

ImmediateAwardsType

New element.

ImmediateEAwardCouponType

New element.

ImmediateEAwardType

New element.

ImmediateEntitlementCouponType

New element.

ImmediateMovementType

New element.

LoyaltyAwardRuleParametersType

New element.

LoyaltyAwardRulesRespType

New element.

LoyaltyAwardRuleType

New element.

LoyaltyPointsType

New element.

PointsBalanceType

New element.

PointsEntryType

New element.

ReferencedDealType

New element.

TransactionPointsType

New element.

TransactionReturnType

New element.

POSLOG SERVICES, VERSION 3.2 - New Chapter

ImmediateAwardEntitlementType

New element.

ImmediateEAwardCouponType

New element.

ImmediateEntitlementCouponType

New element.

PROMOTION EVENT SERVICES, VERSION 3.1 - New Chapter

retrieveDeal

New method.

AwardType

New element.

DealsAttributeType

New element.

DealType

New element.

FranchiseeType

New element.

FranchiseesType

New element.

ItemAttributeGroup

New element.

ItemAttributeType

New element.

ItemSetType

New element.

ItemSpecifierType

New element.

TimeRuleType

New element.

RETAIL LOCATION LOOKUP SERVICES, VERSION 3.1 - New Chapter

RetailLocationType

Removed UserOrganization element.

TASK SERVICES, VERSION 1.2 - New Chapter

TaskNoteType

Changed createDate from date to datetime.

ENUMERATED VALUES

AttributesIntendedUseType

Added CardType and CardSeries to enumerated values.

IssueAwardCouponType

New element.

Relate 11.4, Doc Version 02

The following changes were made to the Batch Processing & Web Services Guide.

Table I-6 Guide Changes for Relate 11.4, Doc Version 02

Relate 11.4, Doc Version 02

Corrected authentication procedure in all Customer Engagement Cloud Services services chapters.

Relate 11.4

The following changes were made to the Batch Processing & Web Services Guide.

Table I-7 Guide Changes for Relate 11.4

Message/Data Type Description of Change

ATTRIBUTES SERVICES, VERSION 3.0 - New Chapter

retrieveAttributesWithGroup

Removed method.

GroupAttributeType

Removed element.

ITEM SERVICES, VERSION 3.1 - New Chapter

addOrUpdateItem

Added securityUserId variable.

addOrUpdateItemAttribute

Changed name of userId to securityUserId.

Changed securityUserId to be a required variable.

addOrUpdateItemCrossReference

Added securityUserId variable.

ItemFranchiseeRequestType

New element.

ItemFranchiseeType

New element.

ItemFranchiseesType

New element.

removeItem

Added securityUserId variable.

removeItemCrossReference

Added securityUserId variable.

LOYALTY ACCOUNT SERVICES, VERSION 3.1 - New Chapter

POSLOG SERVICES, VERSION 3.1 - New Chapter

ImmediateAwardsType

New element.

ImmediateEAwardType

New element.

ImmediateMovementType

New element.

LoyaltyPointsType

Added ImmediateAwards element.

PROMOTION EVENT SERVICES, VERSION 3.0 - New Chapter

PromoAddTargetRequestType

Added SecurityUserId element.

PromoAttributeType

New element.

PromotionType

Added PromotionAttributes element.

PromotionsRequestType

Added SecurityUserId element.

retrievePromotionDeals

Added SecurityUserId variable.

SEGMENT SERVICES, VERSION 3.0 - New Chapter

addCustomerToSegment

Added securityUserId variable.

Added return type of string[].

addOrDeleteSegmentFranchisee

New method.

createManualSegment

Added securityUserId variable.

Added return type of long.

getCustomersOfSegment

Added securityUserId variable.

getMyManualSegments

Added securityUserId variable.

getSegments

Added securityUserId variable.

removeCustomerFromSegment

Added securityUserId variable.

Added return type of string[].

updateManualSegment

Added securityUserId variable.

ENUMERATED VALUES

AttributesIntendedIndustryType

New element. Added return type of long.

Relate 11.0 Doc Version 02

The following changes were made to the Batch Processing & Web Services Guide.

Table I-8 Guide Changes for Relate 11.0 Doc Version 02

Message/Data Type Description of Change

TRANSACTIONS

Transactions Added

<OriginalBusinessDate> element to

<Transaction> element:

<POSLog>

<Transaction>

<OriginalBusinessDate>

Added <CardNumber> element to

<RetailPriceModifier> element:

<POSLog>

<Transaction>

<RetailTransaction>

<LineItem>

<Sale>

<RetailPriceModifier>

<CardNumber>

ITEM REQUESTS

Add Item

Update Item

Added <IntendedIndustry> to <Item> element:

<ItemMaintenance>

<Item>

<IntendedIndustry>

AWARD ACCOUNT SERVICES, VERSION 3.0 - New Chapter

automaticRedeem

Added securityUserId variable.

awardInstrumentData

Removed instrumentID element.

getAwardAccountHistory

Removed instrumentID variable.

Added securityUserId variable.

inquiry

Added securityUserId variable.

issueCoupon

Removed instrumentID variable.

Added

securityUserId variable.

redeemCoupons

Added securityUserId variable.

reverse

Added securityUserId variable.

CARD SERVICES, VERSION 3.0 - New Chapter

AlterKeyLookupType

New element.

CardInqAwardAccount

Changed name of awardProgram to AwardProgram.

CardInqAwardAccountActivity

Added ReasonCode, ExpirationDate, and SequenceNumber.

CardInqEntitlementAccount

New element.

CardInqError

Added CardNumber element.

CardInqInstrument

Added CardTypeAttribute, TenderAccount, and EntitlementAccount elements.

CardInqTypeAttribute

New element.

CardInquiryResponse

Added PageResultType element.

Added startIndex, morePages, and pageSize attributes.

EntitlementAccountActivityListType

New element.

EntitlementAccountActivityType

New element.

EntitlementDealTimeRuleType

New element.

EntitlementProgramType

New element.

EntitlementDealListType

New element.

EntitlementDealType

New element.

ExcludeStoreLocationsType

New element.

extendExpirationDate

Added securityUserId variable.

FridayType

New element.

getCardInquiryData

Added updateUserId variable.

Changed securityUserId variable to [REQUIRED].

getCustomerCardsInquiryData

New method.

IncludeStoreLocationsType

New element.

PageResultType

New element.

RetailLocationGroupType

New element.

RetailLocationType

New element.

SaturdayType

New element.

SundayType

New element.

ThursdayType

New element.

TuesdayType

New element.

VelocityType

New element.

WednesdayType

New element.

CUSTOMER SERVICES, VERSION 3.0 - New Chapter

addOrDeleteCustomerFranchisees

New method.

CustomerFranchiseeContainerReturnType

New element.

CustomerFranchiseeContainerType

New element.

CustomerFranchiseeRequestType

New element.

CustomerFranchiseeReturnType

New element.

CustomerFranchiseeType

New element.

Added “Entitlement Account Services, Version 3.0” Chapter

Added “franchise Services, Version 3.0” Chapter.

ITEM SERVICES, VERSION 3.0 - New Chapter

ItemAttributeCodeValueType

New element.

ItemAttributeType

Added AttributeCodeValue element.

LOYALTY ACCOUNT SERVICES, VERSION 3.0 - New Chapter

getLoyaltyAccountHistory

Removed instrumentId variable.

Added securityUserId variable.

getLoyaltyTransactionDetail

Removed instrumentId variable.

Changed name of clientUserId variable to updateUserId.

Added securityUserId variable.

Changed return type to loyaltyActivityList.

issuePoints

Removed instrumentId variable.

Changed name of clientUserId variable to updateUserId.

Added securityUserId variable.

moveLoyaltyLevel

Changed name of clientUserId variable to updateUserId.

Added securityUserId variable.

recoverLoyaltyPoints

Changed name of clientUserId variable to updateUserId.

Added securityUserId variable.

redeemPointsForAward

Removed instrumentId variable.

Changed name of clientUserId variable to updateUserId.

Added securityUserId variable.

POSLOG, VERSION 3.0 - New Chapter

AuthorizationType

Changed order of elements: RequestAmount moved to the end of the structure.

CustomerAccountType

Added CardNumber element.

Removed LoyaltyAccount element.

EntitlementRedemptionType

New element.

EntitlementRedemptionsType

New element.

LineItemType

Changed BeginDateTime to type string from dateTime.

Changed EndDateTime to type string from dateTime.

LoyaltyAccountType

Removed.

PoslogCustomerType

Added CustomerID element.

Removed AccountNumber element.

TransactionReturnType

Added EntitlementSystemDetails and EntitlementRedemptions elements.

TransactionType

Added VoidFlag, OriginalBusinessDate, OrgCurrencyCode, and ExchangeRate.

VoucherType

Changed ExpirationDate to type string from dateTime.

REGISTRY SERVICES, VERSION 3.0 - New Chapter

RegistryDetailResponseType

Added SecurityPrivilege element.

RegistryResponseType

Added SecurityPrivilege element.

Added “Relate User Services, Version 3.0” Chapter

RETAIL LOCATION LOOKUP SERVICES, VERSION 3.0 - New Chapter

addOrUpdateLocation

Added securityUserId variable.

getAllUserOrgs

Removed method.

RetailLocationRequestType

Removed UserOrganization element.

Removed FranchiseLocationFlag element.

Added FranchiseName element.

RetailLocationType

Added FranchiseName element.

wsUserOrganization

Removed element.

SOCIAL MEDIA SERVICES, VERSION 3.0 - New Chapter

STORED VALUE CARD TRANSACTION SERVICES, VERSION 3.0 - New Chapter

activateInstrument

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

cashout

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

changeAccountExpirationDate

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

changeAuth

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

deactivateInstrument

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

FranchiseeListType

New element.

FranchiseeType

New element.

generateCard

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added cardNumber variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

generateMultipleCards

New method.

getLastXTransactions

New method.

inquiry

Changed name of rtpTransationId variable to rtpTransactionId.

Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

InstrumentStateType

Added CardSerialNumber element.

Added AuthorizedFranchisees element.

Removed AuthorizedUserOrganizations element.

postAuth

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

preAuth

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

ProgramType

Added Rechargeable attribute.

recharge

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

redeem

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

releaseAuth

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

replace

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

RespInstrumentType

Removed AuthorizedUserOrganizations element.

Added AuthorizedFranchisees element.

returnForStoreCredit

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

reverseTrans

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

serviceCharge

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

unblockTenderAccount

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

UserOrgListType

Removed element.

UserOrgType

Removed element.

verifyAuth

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

voidTrans

Changed name of rtpTransationId variable to rtpTransactionId Removed userId variable.

Added updateUserId variable.

Added securityUserId variable.

Removed userOrganization variable.

ENUMERATED TYPE

EntitlementAccountRedemptionType

New element.

VelocityPeriodType

New element.

Relate 10.8, Doc Version 3

The following changes were made to the Batch Processing & Web Services Guide.

Table I-9 Guide Changes for Relate 10.8, Doc Version 3

Description of Change

“Introduction” ChapterIn the section “XML API File Reader”, changed the URL for the File Reader to:

https://<hostname>:8443/XmlApiFileReader/

The port was changed from 8084 and the “http” prefix was changed to “https”. These changes reflect the fact that the File Reader requires an SSL for the install.

Relate 10.8, Doc Version 2

The following changes were made to the Batch Processing & Web Services Guide.

Table I-10 Guide Changes for Relate 10.8, Doc Version 2

Description of Change

CUSTOMER REQUESTS

In the section “Customer Validation”, changed the section “Address” to indicate that, if an incomplete address is submitted, the address will not be added to the database.

Relate 10.8

The following changes were made to the Batch Processing & Web Services Guide.

Table I-11 Guide Changes for Relate 10.8

Message/Data Type Description of Change

CUSTOMER SERVICES, VERSION 2.4 - New Chapter.

AlterKeyLookupType

New element.

CustomerLookupType

Added BusinessName element.

Changed AlternateKey element to AlterKeyLookupType type.

CustomerResponseType

Added SystemCurrencyCode element.

PersonalSummaryType

Added Anniversary element.

PersonalSummaryReturnType

Added Anniversary element.

PromotionEventReturnType

Added SystemCurrencyCode element.

SegmentStrataType

New element.

SegmentType

Added Type and Strata elements.

PROMOTION EVENT, VERSION 2.2 - New Chapter.

DealAttributeType

New element.

PromoDealAttributeType

New element.

PromoDealType

Added DealAttribute and PromoDealAttribute elements.

SOCIAL MEDIA, VERSION 1.0 - New Chapter.

ENUMERATED VALUES

SocialMediaActionType

New enumerated type.

SocialMediaType

New enumerated type.

AttributesIntendedUseType

Added values PromoDeal and Deal.

Relate 10.5

The following changes were made to the Batch Processing & Web Services Guide.

Table I-12 Guide Changes for Relate 10.5

Message/Data Type Description of Change

zz

USERS - New chapter

Add User

New message.

Update User

New message.

CARDS

Generate Card

Removed note: “A card can only be associated with one customer; however, a customer can be associated with more than one card.” This is no longer true.

Card Group Activate Removed. No longer in use.

Card Group Change ExpiryDate Removed. No longer in use.

Card Group Deactivate Removed. No longer in use.

INTRODUCTION TO RELATE APIS

Moved AttributeException type to “Common Elements” section and removed full description of AttributeException from several chapters.

AWARD ACCOUNT SERVICES, VERSION 1.1

automaticRedeem

Added reasonCode and ignoreExpirationDate variables.

inquiry

Added ignoreExpirationDate variable.

issueCoupon

Added reasonCode variable.

redeemCoupons

Added reasonCode and ignoreExpirationDate variables.

reverse

Added reasonCode variable.

AWARD ACCOUNT SERVICES, VERSION 1.2 - New Chapter

issueCoupon

Added couponPrefix variable.

CARD SERVICES, VERSION 1.0

CardInqLoyaltyAccount

Changed attribute to TypeCode from Type.

CARD SERVICES, VERSION 2.0

CardInqInstrument

Added CardExpirationDate element.

CardInqLoyaltyAccount

Changed attribute to TypeCode from Type.

CARD SERVICES, VERSION 2.1 - New Chapter

AwardProgramType

New element.

CardInqAwardAccount

Added awardProgram element.

CardInqAwardAccountActivity

Added ReasonCode element.

Added ExpirationDate element.

Added SequenceNumber element.

CardInqInstrument

Added CardExpirationDate element.

CardInqLoyaltyAccount

Changed attribute to TypeCode from Type.

CardInqLoyaltyActivity

Added RequestedAmount element.

Added RequestedCurrencyCode element.

Added ExchangeRate element.

Added ConvertedAmount element.

CardInquiryResponse

Added OtherAssociatedCustomers element.

extendExpirationDate

Added updateUserId variable.

getCardInquiryData

Changed clientUserId variable to securityUserId.

RTPTransaction

New element.

RTPAmount

New element.

updateCardToCustomerAssociations

Added updateUserId variable.

Changed clientUserId variable to securityUserId.

CUSTOMER SERVICES, VERSION 2.1

TransactionType

Added full description of this element.

CUSTOMER SERVICES, VERSION 2.2

TransactionType

Added full description of this element.

CUSTOMER SERVICES, VERSION 2.3 - New Chapter

addCustomerNote

Added updateUserId variable.

Changed UserId variable to securityUserId.

addOrUpdateCustomer

Changed UserId variable to securityUserId.

addOrUpdatePreferenceCenter

Changed clientUserId variable to securityUserId.

addWishlistItems

Changed UserId variable to securityUserId.

associateCardToCustomer

Changed clientUserId variable to securityUserId.

Changed name of transactionInfo to TransactionInfo.

changeItemDisplayStatus

Changed UserId variable to securityUserId.

CustomerNotesContainerReturnType

Changed the order in which the elements appear.

CustomerType

Added PreferenceCenters element.

deleteCustomer

Added securityUserId variable.

deleteWishlistItems

Changed UserId variable to securityUserId.

EmailReturnType

Added ValidFlag attribute.

EMailType

Added FormatPreferenceCode attribute.

getAssociateAssignment

Changed UserId variable to securityUserId.

getCustomerImage

Changed UserId variable to securityUserId.

getCustomerNotes

Changed clientUserId variable to securityUserId.

Changed return type to a single

CustomerNotesContainerReturnType, instead of an array.

getItemHistory

Changed UserId variable to securityUserId.

getPreferenceCenter

New method.

getPreferenceTypes

New method.

getPromotionHistoryWithDateRange

Changed UserId variable to securityUserId.

getPromotionHistoryWithDateRangeMaxResult

Changed UserId variable to securityUserId.

getTransactionHistory Changed UserId variable to securityUserId.

getVisualizerItems

Changed UserId variable to securityUserId.

InstrumentReturnType

Added PrimaryAccountHolderFlag element.

mergeCustomers

Changed UserId variable to securityUserId.

Added updateUserId variable.

PreferenceCenterChannelReqType

New element.

PreferenceCenterContainerRequestType

New element.

PreferenceCenterReqType

New element.

retrieveCustomer

Changed UserId variable to securityUserId.

RTPTransaction

New element.

RTPAmount

New element.

searchCustomers

Changed UserId variable to securityUserId.

SegmentMessageType

Added CustomerMessage and ReceiptMessage elements.

SegmentType

Added OpenAccess and PublishToPromote elements.

TelephoneReturnType

Added ValidFlag attribute.

TransactionType

Added full description of this element and all its subelements to the chapter.

updateAssociateAssignment

Changed UserId variable to securityUserId.

WishlistItemType

Added publishExternally attribute.

LOYALTY ACCOUNT SERVICES, VERSION 1.2 - New Chapter

This services uses the elements described in Card Services 2.1. The methods and elements are otherwise unchanged.

PROMOTION EVENT SERVICES, VERSION 2.1 - New Chapter

PromoDealsResponseType Removed OrganizationId element.

REGISTRY SERVICES, VERSION 1.0

addOrUpdateRegistryDetail

Added updateUserId variable.

RegistrySummaryType

Changed eventDate to type string.

searchRegistry

Removed IllegalRetailTranIdException fault.

REGISTRY SERVICES, VERSION 1.1

addOrUpdateRegistryDetail

Added updateUserId variable.

RegistryResponseType

Changed EventDate to type dateTime.

Change ExpirationDate to type dateTime.

RegistrySummaryType

Changed eventDate to type dateTime.

searchRegistry

Removed IllegalRetailTranIdException fault.

REGISTRY SERVICES, VERSION 1.2 - New Chapter

addOrUpdateRegistryDetail

Added updateUserId variable.

Changed userId variable to securityUserId.

addOrUpdateRegistry

Added updateUserId variable.

Changed userId variable to securityUserId.

customerRegistryAssociation

Changed userId variable to securityUserId.

deleteRegistry

Added updateUserId variable.

Changed userId variable to securityUserId.

getRegistry

Changed userId variable to securityUserId.

getRegistryDetail

Changed userId variable to securityUserId.

RegistryResponseType

Changed EventDate to type dateTime.

Change ExpirationDate to type dateTime.

RegistrySummaryType

Changed eventDate to type dateTime.

searchRegistry

Removed IllegalRetailTranIdException fault.

Changed userId variable to securityUserId.

sellOrReturnRegistryItems

Changed userId variable to securityUserId.

SEGMENT SERVICES, VERSION 1.1 - New Chapter

createManualSegment

Added clientelingFlag variable.

SegmentAttributeType

New element.

SegmentAttributeValueType

New element.

updateManualSegment

New method.

wsAttributeValue

New element.

wsSegmentAttribute

New element.

wsSegmentSummaryWithAttribute

Changed name from wsSegmentSummary.

Added attributeGroup element.

STORED VALUE CARD TRANSACTION, VERSION 1.1 - New Chapter

RespInstrumentType

Added AuthenticationData element.

TASK SERVICE, VERSION 1.1 - New Chapter

TaskRelateUserType

Removed organizationId element.

TaskCustomerType

Removed organizationId element.

ENUMERATED VALUES

PreferenceCenterActionType

New enumerated type.

PreferenceChannelType

New enumerated type.

Relate 10.0, Doc Version 3

The following changes were made to the Batch Processing & Web Services Guide.

Table I-13 Guide Changes for Relate 10.0, Doc Version 3

Message/Data Type Description of Change

LOYALTY ACCOUNT SERVICES, VERSION 1.0

getLoyaltyTransactionDetail

Reversed descriptions of transaction and transactionLookup variables to show correct descriptions.

LOYALTY ACCOUNT SERVICES, VERSION 1.1

getLoyaltyTransactionDetail

Reversed descriptions of transaction and transactionLookup variables to show correct descriptions.

Relate 10.0, Doc Version 2

The following changes were made to the Batch Processing & Web Services Guide.

Table I-14 Guide Changes for Relate 10.0, Doc Version 2

Message/Data Type Description of Change

INTRODUCTION TO RELATE APIS - New chapter.

RelateProcessingException

Moved definition to “Introduction To Relate APIs and Web Services” chapter.

GIFT REGISTRY, VERSION 1.0

addOrUpdateRegistry

Added AttributeException fault.

AttributeException

Added missing information.

ITEM, VERSION 1.0

addOrUpdateItemAttribute

Added AttributeException fault.

AttributeException

New element.

errorProperty

New element.

Relate 10.0

The following changes were made to the Batch Processing & Web Services Guide.

Table I-15 Guide Changes for Relate 10.0

Message/Data Type Description of Change

ATTRIBUTES, VERSION 1

GroupAttributeType

New element.

retrieveAttributesWithGroup

New method.

ATTRIBUTES SERVICES, VERSION 1.1 - New chapter

attributesType

Added attributeId element.

GroupAttributeType

Added attributeId element.

CARD SERVICES, VERSION 2

getCardInquiryData

Removed instrumentId variable.

CUSTOMER, VERSION 2.2

getTransactionHistory

Added LineItemTypeCode variable.

GIFT REGISTRY, VERSION 1

AttributeException

New element.

CustAddressType

Replaced AddressType element.

CustEmailType

Replaced EmailType element.

CustTelephoneType

Replaced TelephoneType element.

CustContactInformationType

Made corrections to element and subelements.

errorProperty

New element.

GIFT REGISTRY, VERSION 1.1

AttributeException

New element.

AttributeValueType

New element.

CustAddressType

New element.

CustEmailType

New element.

CustTelephoneType

New element.

CustContactInformationType

Made corrections to element and subelements.

deleteRegistry

Changed registryId and userId variables to [REQUIRED].

errorProperty

New element.

getRegistry

Changed registryId and userId variables to [REQUIRED].

getRegistryDetail

Changed registryId variable to [REQUIRED].

RegAttributeType

Changed element to reflect that now represents an Attribute Group, rather than an Attribute.

RegistrySummaryType

Added EventPlace value.

searchRegistry

Added userId variable.

LOYALTY, VERSION 1.1

redeemPointsForAward

Added reasonCode variable.

RETAIL LOCATION, VERSION 1.1z

addOrUpdateLocation

Changed retailLocData variable to RetailLocationRequestType from RetailLocationType.

RetailLocationRequestType

New element.

STORED VALUE CARD TRANSACTION, VERSION 1

changeAuth

Added newAuthenticationData variable.

replace

Removed svaTransactionId and authNumber variables.

Relate 9.7 Doc Version 4

The following changes were made to the Batch Processing & Web Services Guide.

Table I-16 Guide Changes for Relate 9.7 Doc Version 4

Message/Data Type Description of Change

CARD SERVICES, VERSION 2

getCardInquiryData

Changed clientUserId variable to show it is required.

updateCardToCustomerAssociations

Changed expirationDate to clientUserId.

SEGMENT

createManualSegment

Changed userId variable to show it is required.

TASKS

addTaskNotes

Changed userId variable to show it is required.

getTaskNotes

Changed userId variable to show it is required.

saveOrUpdateTask

Changed userId variable to show it is required.

saveTaskStatus

Changed userId variable to show it is required.

Relate 9.7 Doc Version 3

The following changes were made to the Batch Processing & Web Services Guide.

Table I-17 Guide Changes for Relate 9.7 Doc Version 3

Message/Data Type Description of Change

Added descriptions of variables passed to all methods in all WSDL web services.

ITEM SERVICES

addOrUpdateItemCrossReference

Added method.

removeItem

Added method.

removeItemCrossReference

Added method.

Relate 9.7 Doc Version 2

The following changes were made to the Batch Processing & Web Services Guide.

Table I-18 Guide Changes for Relate 9.7 Doc Version 2

Message/Data Type Description of Change

TRANSACTIONS

POS Logs

Added “Issue Bounce Back Coupon” section.

Post POSLog Transaction

In the “Request” section, removed mention of the (removed) PaidInFullFlag.

ITEM REQUESTS

Overview

Added description of Item Attributes.

Add Item

Added the following error codes:

UNKNOWN_ATTRIBUTE_TYPE

MULTIPLE_VALUES_ON_UNIQUE_ATTRIBUTE_TYPE

INVALID_ATTRIBUTE_VALUE

VALUE_NOT_IN_ENUMERATED_ATTRIBUTE_TYPE_VALUES

INVALID_DATE_FORMAT

Update Item

Added the following error codes:

UNKNOWN_ATTRIBUTE_TYPE

MULTIPLE_VALUES_ON_UNIQUE_ATTRIBUTE_TYPE

INVALID_ATTRIBUTE_VALUE

VALUE_NOT_IN_ENUMERATED_ATTRIBUTE_TYPE_VALUES

INVALID_DATE_FORMAT

Added "Store Value Card Services" Chapter

Customer Engagement Cloud Services xx

The following changes were made to the Batch Processing & Web Services Guide.

Table I-19 Guide Changes for Release xx

Message/Data Type Description of Change

Added "Customer Services, Version 2.2" Chapter

CUSTOMER SERVICES, VERSION 2.2

getCustomerNotes

Changed return type.

getPromotionHistoryWithDateRange

Changed return type.

getTransactionHistory

Changed return type.

PromotionEventContainerReturnType

Added new class.

PromotionEventReturnType

Added new class.

PromotionEventType

Added new class.

TransactionContainerReturnType

Added new class.

TransactionReturnType

Added new class.

wsCustomerPromotionEvent

Removed class.

LOYALTY ACCOUNT SERVICES, VERSION 1.1

moveLoyaltyLevel

Added new message.

Added "Promotion Event Services, Version 2.0" Chapter

PROMOTION EVENT SERVICES, VERSION 2.0

addOrUpdatePromotionTarget

Added new message.

PromoAddTargetRequestType

Added new class.

Added "Registry Services" Chapter

ENUMERATED VALUES

RegistryActionType

Added new class.

RegistryItemsActionType

Added new class.

RegistrySearchFieldType

Added new class.

Relate 9.6, Doc Version 2

The following changes were made to the Batch Processing & Web Services Guide.

Table I-20 Guide Changes for Relate 9.6, Doc Version 2

Message/Data Type Description of Change

LOYALTY

Issue Points

Added REASON_CODE_REQUIRED error.

Redeem Points for Award

Added REASON_CODE_REQUIRED error.

STORED VALUE

Activate InstrumentRequest

Added REASON_CODE_REQUIRED error.

Deactivate Instrument

Added REASON_CODE_REQUIRED error.

Redemption

Added REASON_CODE_REQUIRED error.

Recharge

REASON_CODE_REQUIRED error.

Added

REASON_CODE_REQUIRED error.

Cashout Added

REASON_CODE_REQUIRED error.

Return Added

REASON_CODE_REQUIRED error.

Preauthorization Added

REASON_CODE_REQUIRED error.

Postauthorization Added

REASON_CODE_REQUIRED error.

Release Added

REASON_CODE_REQUIRED error.

Reverse Added

REASON_CODE_REQUIRED error.

Void Added

REASON_CODE_REQUIRED error.

Replace Added

REASON_CODE_REQUIRED error.

Service Charge Added

REASON_CODE_REQUIRED error.

Change Authorization Added

REASON_CODE_REQUIRED error.

AWARDS

Redeem Coupon Added

REASON_CODE_REQUIRED error.

Issue Coupon Added

REASON_CODE_REQUIRED error.

Issue Added

REASON_CODE_REQUIRED error.

Void Added

REASON_CODE_REQUIRED error.

Relate 9.6

The following changes were made to the Batch Processing & Web Services Guide.

Table I-21 Guide Changes for Relate 9.6

Message/Data Type Description of Change

ITEM

Add Item & Update Item

Added <ItemAttribute> element and its <AttributeValue> subelement.

<ItemMaintenance>

<Item>

<ItemAttribute> <!-- New -->

<AttributeValue> <!-- New -->

Added "Attribute Services" Chapter

Added "Item Services" Chapter

AWARD SERVICES, VERSION 1.1

automaticRedeem

Added reasonCode and ignoreExpirationDate variables.

issueCoupon

Added reasonCode and ignoreExpirationDate variables.

redeemCoupon

Added reasonCode and ignoreExpirationDate variables.

reverse

Added reasonCode variable.

CARD SERVICES, VERSION 2.0

extendExpirationDate

Added new message.

updateCardToCustomerAssociations

Added new message.

CardCustAssociationType

Added new class.

CardInqAssocCustomer

Added new class.

CardInquiryResponse

Added CardInqAssociateCustomer element.

CUSTOMER SERVICES, VERSION 2.1

associateCardToCustomer

Removed cardSerialNumber variable.

deleteCustomer

Removed cardSerialNumber variable.

getAssociateAssignment

Removed cardSerialNumber variable.

getCustomerNotes

Removed cardSerialNumber variable.

getItemHistory

Removed cardSerialNumber variable.

getPromotionHistoryWithDateRange

Removed cardSerialNumber variable.

getPromotionHistoryWithDateRangeMaxResult

Removed cardSerialNumber variable.

getTransactionHistory

Removed cardSerialNumber variable.

getVisualizerItems

Removed cardSerialNumber variable.

retrieveCustomer

Removed cardSerialNumber variable.

CustomAttributeReturnType

Added editable attribute.

LOYALTY ACCOUNT SERVICES, VERSION 1.1

issuePoints

Added reasonCode variable.

recoverLoyaltyPoints

Added reasonCode variable.

redeemPointsForAward

Added reasonCode variable.

Relate 9.5 Doc Version 2

The following changes were made to the Batch Processing & Web Services Guide.

Table I-22 Guide Changes for Relate 9.5 Doc Version 2

Message/Data Type Description of Change

CUSTOMER

Customer Search response

Added <CustomAttribute> element and <AttributeValue> subelement.

<Customers>

<Customer>

<CustomAttribute> <!-- New -->

<AttributeValue> <!-- New -->

Customer Lookup & Customer Retrieve responses

Added <YearToDateActivitySummary> element and its subelements to <Individual> element.

<Customers>

<Customer>

<EntityInformation>

<Individual>

<YearToDateActivitySummary> <!-- New -->

<YearToDateReturnsAmount> <!-- New -->

<YearToDateSalesAmount> <!-- New -->

<YearToDateTransactionCount> <!-- New -

->

<YearToDateItemsSoldCount> <!-- New -->

<YearToDateItemsReturnedCount> <!-- New

-->

TRANSACTION

POSLog

Added <DocumentType> and <ActivityCode> elements to <LineItem> element.

Added "IssueBounceBack" value to Action element for <Amount> element.

<POSLog>

<Transaction>

<RetailTransaction>

<LineItem>

<DocumentType> <!-- New -->

<ActivityCode> <!-- New -->

<RetailPriceModifier>

<Amount Action="IssueBounceBack">

<!-- New -->

Added notes to POSLog message indicating where bounceback information is included in a transaction.

STORED VALUE

Activate Instrument

Request Response

Deactivate Instrument

Request Response

Recharge Request

Response

Cashout Request Response

Return Request Response

Preauthorization Request

Response

Postauthorizaton Request

Response

Release Preauthorization

Response

Reverse Request Response

Void Request Response

Service Charge Request

Response

Change Authorization

Request Response

Verify Authorization

Request Response

Change Account Expiry

Request Response

Added <CardName>, <CardNumber>, <CardSerialNumber>, and <AuthorizedUserOrganizations> element to <InstrumentState> element.

Added <Program> element to <AccountState> element.

<*********Response> <!-- Where ********* is the

request -->

<InstrumentState>

<CardName> <!-- New -->

<CardNumber> <!-- New -->

<CardSerialNumber> <!-- New -->

<AuthorizedUserOrganizations> <!-- New -->

<UserOrganization> <!-- New -->

<Name> <!-- New -->

<AccountState>

<Program> <!-- New -->

Added <AuthorizedUserOrganizations> element to <InstrumentState> element.

CARD SERIES

Generate Card Request

Added <UserOrganization> element to <CardSeries> element.

<CardSeriesMaintenance>

<CardSeries Action="GenerateCard">

<UserOrganization> <!-- New -->

ITEMS

Add Item RequestUpdate Item Request

Added <ItemImageUrl> element to <Item> element.

<ItemMaintenance>

<Item>

<ItemImageUrl> <!-- New -->

Relate 9.5

The following changes were made to the Batch Processing & Web Services Guide.

Table I-23 Guide Changes for Relate 9.5

Message/Data Type Description of Change

CUSTOMER, VERSION 2

addCustomerNote

Added new message.

addOrUpdateCustomer

Added UserId field to message.

addWishlistItems

Added new message.

associateCardToCustomer

Added clientUserId field to message.

deleteCustomer

Added UserId field to message.

deleteWishlistItems

Added new message.

getAssociateAssignment

Added new message.

getCustomerImage

Added new message.

getCustomerNotes

Added clientUserId field to message.

getItemHistory

Added new message.

getPromotionHistoryWithDateRange

Added UserId field to message.

getPromotionHistoryWithDateRangeMaxResultResponse

Added UserId field to message.

getTransactionHistory

Added UserId field to message.

getVisualizerItems

Added new message.

mergeCustomers

Added UserId field to message

retrieveCustomer

Added UserId field to message

searchCustomers

Added UserId and AssociateId fields to message.

updateAssociateAssignment

Added new message.

<CustomerType>

Added CustomerOwnerID and AssociateAssignments.

POSLOG

Added PosLog Services chapter.

PROMOTION EVENT

Added Promotion Event Services chapter.

SEGMENT

Added Segment Services chapter.

TASK

Added Task Services chapter.

Revision History 9.0, Doc Version 03

Complete editing and error checking corrections through all messages and information in the manual.

Revision History 9.0, Doc Version 02

Error corrections in example messages.

Revision History 9.0

The following changes were made to the Batch Processing & Web Services Guide.

Table I-24 Guide Changes for Revision History 9.0

Message/Data Type Description of Change

CARD SERIES

Generate Card

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Changed Errors table to show error message names, rather than descriptions of the errors.

Card Inquiry

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Card Group Activate

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

STORED VALUE

Inquiry Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Activate InstrumentRequest

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Redemption Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Recharge Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Cashout Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Return Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Preauthorization Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Postauthorization Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Release Preauthorization

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Reverse Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Added PREAUTH_NOT_VOIDABLE error.

Changed error ORIGINAL_TRANSACTION_NOT_LAST to ACTIVATION_NOT_VOIDABLE_WHEN_ACCT_HAS_ACTIVITY.

Void Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Added PREAUTH_NOT_VOIDABLE error.

Changed error ORIGINAL_TRANSACTION_NOT_LAST to

ACTIVATION_NOT_VOIDABLE_WHEN_ACCT_HAS_ACTIVITY.

Service Charge Request

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

AWARDS

Award Account Inquiry

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Redeem Coupon

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Automatic Redeem

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Issue Coupon

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Void

Added FOREIGN_CURRENCY_NOT_ALLOWED error.

Changed error ORIGINAL_TRANSACTION_NOT_LAST to ACTIVATION_NOT_VOIDABLE_WHEN_ACCT_HAS_ACTIVITY.

Revision History 8.9

Added Revision History section.

Table I-25 Guide Changes for Revision History 8.9

Date Description of Change

February 2010

Added Serialized Coupon Chapter.

Revision History 8.8, Doc Version 03

Corrected Customer Merge section.

Revision History 8.8, Doc Version 02

Added Revision History section.

Table I-26 Guide Changes for Revision History 8.8, Doc Version 02

Date Description of Change

September 2010

Removed information describing necessary steps in fileset processing. Customer Engagement Cloud Services can now always handle files in the fileset folder when they were placed in the folder using Windows Explorer.

Revision History

The following changes were made to the Batch Processing & Web Services Guide.

Table I-27 Guide Changes or Additions since Relate version 8.5

Message/Data Type Description of Change

Activate

New

Change Expiry Date

New

Deactivate

New

Activate Instrument

Changed/Added:

<RTPTransaction>

<RTPTransactionID>22000000</RTPTransactionID>

<OperatorID>10</OperatorID>

<LocationID>99901</LocationID>

<TransactionDateTime>2010-01-10T03:59:00</

TransactionDateTime>

<DeviceID>10</DeviceID>

<BusinessDate>2010-01-10</BusinessDate>

<RTPAmount>

<CurrencyID>USD</CurrencyID>

<Amount>50</Amount>

<AwardAmount>50</AwardAmount>

<LoyaltyAmount>50</LoyaltyAmount>

</RTPAmount>

</RTPTransaction>

<AwardAmount>50</AwardAmount>

<LoyaltyAmount>50</LoyaltyAmount>

Generate Card

Added:

<RTPTransaction>

<RTPTransactionID>22000000</RTPTransactionID>

<OperatorID>10</OperatorID>

<LocationID>99901</LocationID>

<TransactionDateTime>2010-01-10T03:59:00</

TransactionDateTime>

<DeviceID>10</DeviceID>

<BusinessDate>2010-01-10</BusinessDate>

<RTPAmount>

<CurrencyID>USD</CurrencyID>

<Amount>100</Amount>

<AwardAmount>25.50</AwardAmount>

<LoyaltyAmount>50</LoyaltyAmount>

</RTPAmount>

</RTPTransaction>

<!-- Associating a Customer to card is optional --

>

<Customer>

<CustomerID/>

<AlternateKey TypeCode="XSTORE_ID">

<AlternateID>1010001000040</AlternateID>

</AlternateKey>

</Customer>

Add Add Or Update Update

Added: type, createDate, createUser & location to Notes.

Customer Notes will default to COMMENT type code

if no note type is provided.

<CustomerNotes>

<CustomerNote type="SHIPPING-NOTES"

createDate="2010-09-10T10:51:29.647"

createUser="TestUser" location="55002">

Deliver only to loading dock</CustomerNote>

<CustomerNote type="MISC-NOTES" createDate="2010-

09-11T10:51:29.647" createUser="TestUser"

location="55002">

Customer likes gummy bears</CustomerNote>

</CustomerNotes>

Add Update

Changed:

Custom Attribute names must be pre-defined.

<StoreAttribute name="Outlet-Store">

<AttributeValue>false</AttributeValue>

</StoreAttribute>

<StoreAttribute name="Additional-Departments">

<AttributeValue>Bakery</AttributeValue>

<AttributeValue>Florist</AttributeValue>

<AttributeValue>Beer - Wine</AttributeValue>

</StoreAttribute>

<StoreAttribute name="Location">

<AttributeValue>OH</AttributeValue>

</StoreAttribute>

Revision History 8.5

The Web Services and Batch Processing manual was previously divided into two manuals beginning with Relate version 7.0: the Web Services Guide and the Batch Processing Guide. Beginning with Relate version 8.5, these manuals have been combined once more into one complete manual. Because this manual was once two separate manuals, the Revision History for each of the previous manuals is included in the following table.

Table I-28 Guide Changes for Release 8.5

Doc Revision Relate Version Date Description of Change

4.1

8.5

June 2010

Item Requests - Corrected default Level names in <MerchandiseHierarchy> element.

Store Value - Added missing link to Release message in Overview.

Introduction - Added important information describing necessary steps in fileset processing.

4.0

8.5

May 2010

Combined Web Services Guide and Batch Processing Guide into one document.

Corrected errors, transpositions, and missing information in the message formats and examples.

Updated:

Customer - Indicated that UpdateType="Set" is ignored for Alternate Keys.

Removed:

Transactions - <SortOrder> element.

Description of alternate lookup.