Open a new account (including customer and card)

Description:

Open a new account. This message will generate the account, as well as the associated primary customer and card records.

NOTE: This sample request is the base of the message, however each client may require additional fields based on their individual settings. Work with your project team to identify these. The API message (link below) provides all the fields available for entry.

API to use:   Account Maintenance > Customer Account Card Add
 
Relevant request variables:
Field name Description 
customerRecordAction

Customer record action.

Set to 'A' to add a new customer

 
accountRecordAction

Account record action.

Set to 'A' to add a new account

 
embosserRecordAction

Card record action.

Set to 'A' to add a new card

 
msCardLogoTable

Table that contains logo/product for the account

 
   multiSchemeCardLogo
 Logo/product that the account will be placed under 
custOrg
 Org/business unit 
ownerCoownerInd

Owner/co-owner indicator.

Set to '1' to identify the details as being for the main customer

 
foreignInd

Foreign use indicator.

Set to '0' to indicate local account

 
processType
 Same day plastic processing indicator 
makerComakerTable
 Table that contains customer information 
   firstName
 First name 
   lastName
 Last name 
   addressLine1
 Address line 1 
   addressLine2
 Address line 2 
   addressLine3
 Address line 3 
   addressLine4
 Address line 4 
   city
 City 
   naPostalCode
 Post code 
   countryCode
 Country code 
   emailAddr
 Email address 
   homePhoneNumber
 Home phone number 
   mobilePhone
 Mobile phone number 
   dateOfBirth
 Date of birth 
accountOrganization
 Account organisation/business unit 
accountLogo
 Account logo/product 
cycle
 Cycle/statement day 
residenceId
 Pricing Control Table (PCT) ID for the account.  
defaultCashPlan

Plan number for the cash plan. 

Unless otherwise stated, enter '10001' into this field.

 
creditLmt
 Credit limit 
cardholderType

Cardholder type

Set field to '1' to indicate primary cardholder.

 
embossedName1
 Name embossed on the plastic 
sdpProcessType

Same Day Plastics indicator

Set this field to '0' to indicate normal processing.
 
Relevant response variables:
Field name Description 
customerNumber
 Generated customer number 
accountNumber
 Generated account number 
cardNumber
 Generated card number