CustomerInfo Element

In This Topic

Namespace

https://wsapi.ams360.com/v3.0/DataContract

Type

CustomerInfo Complex Type

Diagram

Overview

CustomerInfo CustomerInfo Complex Type

Sequence

IsActive optional xs:boolean

Indicates whether or not the customer has active business with the agency.

AddressLine1 optional xs:string

First line of address.

AddressLine2 optional xs:string

Second line of address.

BrokerCode optional xs:string

Broker code indicating the broker assigned to this customer's account.

Valid values are maintained in the broker entity.

City optional xs:string

City portion of address.

AccountRepCode optional xs:string

Employee code indicating the account representative assigned to this customer's account.

Valid values are maintained in the employee entity where Representative is true.

CustomerId optional guid Simple Type

Globally Unique Identifier (GUID) for a customer.

36 character alpha-numeric column formatted as: 00000000-0000-0000-0000-000000000000

CustomerNumber optional xs:int

Alternate key that uniquely identifies a customer.

Positive whole number, uniqueness is maintained in AMS360.

DoingBusinessAs optional xs:string

FirmName optional xs:string

Customer's business name.

FirstName optional xs:string

Customer's first name.

IsBenefits optional xs:string

Flag to indicate customer has benefits business with agency.

IsBrokersCustomer optional xs:boolean

Indicates whether or not this customer is a broker's customer.

IsCommercial optional xs:string

Flag to indicate customer has commercial lines business with agency.

IsFinancial optional xs:string

Flag to indicate customer has financial services business with agency.

IsHealth optional xs:string

Flag to indicate customer has health business with agency.

IsLife optional xs:string

Flag to indicate customer has life business with agency.

IsNonPropertyAndCasualty optional xs:string

Flag to indicate customer has non property and casualty business with agency.

IsPersonal optional xs:string

Flag to indicate customer has personal lines business with agency.

LastName optional xs:string

Customer's last name.

MiddleName optional xs:string

Customer's middle name.

AccountExecCode optional xs:string

Employee code indicating the account executive assigned to this customer's account.

Valid values are maintained in the employee entity where Executive is true.

State optional xs:string

State portion of address.

Code value from the "State" value list.

If you know the name of a value list and only need the contents of the list, you can retrieve the list using the ValueListGet() method.

Method=ValueListGet()
InputType=ValueListGetRequest
ListName=State

CustomerType optional xs:string

Represents whether the customer has placed business with an agency (customer), may potentially place business with the agency (prospect) or is a marketing contact for business solicitation (suspect).

Code value from the "CustomerType" value list.

Method=ValueListGet()
InputType=ValueListGetRequest
ListName=CustomerType

ZipCode optional xs:string

Zip code portion of address.

Source

<xs:element name="CustomerInfo" nillable="true" type="tns:CustomerInfo" xmlns:xs="http://www.w3.org/2001/XMLSchema" />