TEServer Web Service

TEServer

Click here for a complete list of operations.

OpenAcctInvestProc

Open a new investment account.

Test

The test form is only available for requests from the local machine.

SOAP 1.1

The following is a sample SOAP 1.1 request and response. The placeholders shown need to be replaced with actual values.

POST /TESERVER.asmx HTTP/1.1
Host: oucute.oucu.org
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://harlandfs.com/pl/TransactionExchange/OpenAcctInvestProc"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Header>
    <TEAuthRq xmlns="http://harlandfs.com/pl/TransactionExchange">
      <IfxSignonRq>xml</IfxSignonRq>
      <IfxVersion>string</IfxVersion>
    </TEAuthRq>
  </soap:Header>
  <soap:Body>
    <OpenAcctInvestProcRq xmlns="http://harlandfs.com/pl/TransactionExchange">
      <CustNumber>string</CustNumber>
      <AcctCatName>string</AcctCatName>
      <AcctClass>string</AcctClass>
      <NextAvailAcctType>string</NextAvailAcctType>
      <AltDesc>string</AltDesc>
      <XferFromCustNumber>string</XferFromCustNumber>
      <XferFromAcct>string</XferFromAcct>
      <DepAmt>double</DepAmt>
      <Term>int</Term>
      <Rate>double</Rate>
      <VariableRateFlag>boolean</VariableRateFlag>
      <TermType>UnSpecified or Months or Days</TermType>
      <JointCustNumber>string</JointCustNumber>
      <ContributionCode>string</ContributionCode>
      <ContributionYr>string</ContributionYr>
      <PrinPmt>
        <PPmtChoice>XferToAcct or ChkToCust or ReInvest or ChkToThirdParty or RollOverToDifferentAcct</PPmtChoice>
        <PPChkPayee>string</PPChkPayee>
        <PPAddress>
          <Addr1>string</Addr1>
          <Addr2>string</Addr2>
          <Addr3>string</Addr3>
        </PPAddress>
        <PPDepAcct>string</PPDepAcct>
        <PPDistCode>UnSpecified or EarlyNoExc or EarlyWithExc or Disability or Prohibited or Normal or XferExternal or XferInternal</PPDistCode>
        <ReInvestTerm>string</ReInvestTerm>
        <ReInvestRate>string</ReInvestRate>
        <ReInvestCode>string</ReInvestCode>
        <RollOverAcctType>string</RollOverAcctType>
      </PrinPmt>
      <IntPmt>
        <IPmtChoice>XferToAcct or ChkToCust or ReInvest or ChkToThirdParty or RollOverToDifferentAcct</IPmtChoice>
        <IPChkPayee>string</IPChkPayee>
        <IPAddress>
          <Addr1>string</Addr1>
          <Addr2>string</Addr2>
          <Addr3>string</Addr3>
        </IPAddress>
        <IPDepAcct>string</IPDepAcct>
        <IPDistCode>UnSpecified or EarlyNoExc or EarlyWithExc or Disability or Prohibited or Normal or XferExternal or XferInternal</IPDistCode>
      </IntPmt>
      <UserDefinedCodeTable>
        <UserDefinedCodeRecord>
          <UserDefinedCode>int</UserDefinedCode>
          <UserDefinedValue>string</UserDefinedValue>
        </UserDefinedCodeRecord>
        <UserDefinedCodeRecord>
          <UserDefinedCode>int</UserDefinedCode>
          <UserDefinedValue>string</UserDefinedValue>
        </UserDefinedCodeRecord>
      </UserDefinedCodeTable>
      <JointCustNumberList>
        <JointCustNumberItem>string</JointCustNumberItem>
        <JointCustNumberItem>string</JointCustNumberItem>
      </JointCustNumberList>
      <PlanID>string</PlanID>
      <PlanDesc>string</PlanDesc>
      <GLMemo>string</GLMemo>
      <AcctMemo>string</AcctMemo>
      <UseExistingPlanFlag>boolean</UseExistingPlanFlag>
      <NoDepositFlag>string</NoDepositFlag>
      <HSADetails>
        <HDHPPlanType>Family or Individual</HDHPPlanType>
        <PlanEffDt>dateTime</PlanEffDt>
        <InsuranceName>string</InsuranceName>
      </HSADetails>
      <PrinPmtAddrCode>string</PrinPmtAddrCode>
      <IntPmtAddrCode>string</IntPmtAddrCode>
      <RateTypeCode>string</RateTypeCode>
      <PrinRateTypeCode>string</PrinRateTypeCode>
    </OpenAcctInvestProcRq>
  </soap:Body>
</soap:Envelope>

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Header>
    <TEAuthRs xmlns="http://harlandfs.com/pl/TransactionExchange">
      <IfxSignonRs>xml</IfxSignonRs>
      <IfxVersion>string</IfxVersion>
    </TEAuthRs>
  </soap:Header>
  <soap:Body>
    <OpenAcctInvestProcRs xmlns="http://harlandfs.com/pl/TransactionExchange">
      <AcctId>string</AcctId>
      <CertNumber>string</CertNumber>
      <MatDt>dateTime</MatDt>
      <IRAPlanID>string</IRAPlanID>
      <CertRate>string</CertRate>
    </OpenAcctInvestProcRs>
  </soap:Body>
</soap:Envelope>

SOAP 1.2

The following is a sample SOAP 1.2 request and response. The placeholders shown need to be replaced with actual values.

POST /TESERVER.asmx HTTP/1.1
Host: oucute.oucu.org
Content-Type: application/soap+xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">
  <soap12:Header>
    <TEAuthRq xmlns="http://harlandfs.com/pl/TransactionExchange">
      <IfxSignonRq>xml</IfxSignonRq>
      <IfxVersion>string</IfxVersion>
    </TEAuthRq>
  </soap12:Header>
  <soap12:Body>
    <OpenAcctInvestProcRq xmlns="http://harlandfs.com/pl/TransactionExchange">
      <CustNumber>string</CustNumber>
      <AcctCatName>string</AcctCatName>
      <AcctClass>string</AcctClass>
      <NextAvailAcctType>string</NextAvailAcctType>
      <AltDesc>string</AltDesc>
      <XferFromCustNumber>string</XferFromCustNumber>
      <XferFromAcct>string</XferFromAcct>
      <DepAmt>double</DepAmt>
      <Term>int</Term>
      <Rate>double</Rate>
      <VariableRateFlag>boolean</VariableRateFlag>
      <TermType>UnSpecified or Months or Days</TermType>
      <JointCustNumber>string</JointCustNumber>
      <ContributionCode>string</ContributionCode>
      <ContributionYr>string</ContributionYr>
      <PrinPmt>
        <PPmtChoice>XferToAcct or ChkToCust or ReInvest or ChkToThirdParty or RollOverToDifferentAcct</PPmtChoice>
        <PPChkPayee>string</PPChkPayee>
        <PPAddress>
          <Addr1>string</Addr1>
          <Addr2>string</Addr2>
          <Addr3>string</Addr3>
        </PPAddress>
        <PPDepAcct>string</PPDepAcct>
        <PPDistCode>UnSpecified or EarlyNoExc or EarlyWithExc or Disability or Prohibited or Normal or XferExternal or XferInternal</PPDistCode>
        <ReInvestTerm>string</ReInvestTerm>
        <ReInvestRate>string</ReInvestRate>
        <ReInvestCode>string</ReInvestCode>
        <RollOverAcctType>string</RollOverAcctType>
      </PrinPmt>
      <IntPmt>
        <IPmtChoice>XferToAcct or ChkToCust or ReInvest or ChkToThirdParty or RollOverToDifferentAcct</IPmtChoice>
        <IPChkPayee>string</IPChkPayee>
        <IPAddress>
          <Addr1>string</Addr1>
          <Addr2>string</Addr2>
          <Addr3>string</Addr3>
        </IPAddress>
        <IPDepAcct>string</IPDepAcct>
        <IPDistCode>UnSpecified or EarlyNoExc or EarlyWithExc or Disability or Prohibited or Normal or XferExternal or XferInternal</IPDistCode>
      </IntPmt>
      <UserDefinedCodeTable>
        <UserDefinedCodeRecord>
          <UserDefinedCode>int</UserDefinedCode>
          <UserDefinedValue>string</UserDefinedValue>
        </UserDefinedCodeRecord>
        <UserDefinedCodeRecord>
          <UserDefinedCode>int</UserDefinedCode>
          <UserDefinedValue>string</UserDefinedValue>
        </UserDefinedCodeRecord>
      </UserDefinedCodeTable>
      <JointCustNumberList>
        <JointCustNumberItem>string</JointCustNumberItem>
        <JointCustNumberItem>string</JointCustNumberItem>
      </JointCustNumberList>
      <PlanID>string</PlanID>
      <PlanDesc>string</PlanDesc>
      <GLMemo>string</GLMemo>
      <AcctMemo>string</AcctMemo>
      <UseExistingPlanFlag>boolean</UseExistingPlanFlag>
      <NoDepositFlag>string</NoDepositFlag>
      <HSADetails>
        <HDHPPlanType>Family or Individual</HDHPPlanType>
        <PlanEffDt>dateTime</PlanEffDt>
        <InsuranceName>string</InsuranceName>
      </HSADetails>
      <PrinPmtAddrCode>string</PrinPmtAddrCode>
      <IntPmtAddrCode>string</IntPmtAddrCode>
      <RateTypeCode>string</RateTypeCode>
      <PrinRateTypeCode>string</PrinRateTypeCode>
    </OpenAcctInvestProcRq>
  </soap12:Body>
</soap12:Envelope>

HTTP/1.1 200 OK
Content-Type: application/soap+xml; charset=utf-8
Content-Length: length

<?xml version="1.0" encoding="utf-8"?>
<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">
  <soap12:Header>
    <TEAuthRs xmlns="http://harlandfs.com/pl/TransactionExchange">
      <IfxSignonRs>xml</IfxSignonRs>
      <IfxVersion>string</IfxVersion>
    </TEAuthRs>
  </soap12:Header>
  <soap12:Body>
    <OpenAcctInvestProcRs xmlns="http://harlandfs.com/pl/TransactionExchange">
      <AcctId>string</AcctId>
      <CertNumber>string</CertNumber>
      <MatDt>dateTime</MatDt>
      <IRAPlanID>string</IRAPlanID>
      <CertRate>string</CertRate>
    </OpenAcctInvestProcRs>
  </soap12:Body>
</soap12:Envelope>