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Vince Hodges to add a use case here. Once reviewed we will use this as a sample for us to follow and maintain consistency for all other use cases in this document.When signing up a new customer you will generally use the PostCustomerAccount and GetPaymentToken messages.

PostCustomerAccount

For the PostCustomerAccount message you will need to capture the following information:-

Customer Information

  • Title, FIrstName, MiddleName, LastName - Customer name

  • DateOfbirth

  • At least one address (Billing or Physical)

  • At least one phone number (Home, Business, Mobile - ideally mobile so that Debitsuccess can send the customer

  • EmailAddress

Contract Information

  • DateAccountStarted - Date that the customer wants their account to start (this is the date the customer will be charged the establishment fee if there is one)

  • TermType = Months or Payments

  • Term = Length in month or payments (depending on TermType), this can be set to 0 if there is no minimum term and the account is on-going (see FixedTerm below)

  • FixedTerm = false (for an on-going account which continues to bill past minimum term) 

Payment Structure

Recurring payment information

  • RecurringScheduleStartDate

  • RecurringScheduleInstalment

  • RecurringScheduleFrequency

If there is a requirement to take an initial payment of a different value then a one-off schedule can also be set up using the following fields:-

  • InitialOneOffScheduleDescription

  • InitialOneOffScheduleInstalment

  • InitialOneOffScheduleStartDate

Client Information

  • AccountCountry (the country that the business is operating in)

  • ContractPrefix (an identifier for your business that you will be given along with your web service credenitals

 

Other useful fields

AccountCode

When loading an account via any Debitsuccess channel you can specify an Account Code, Account Code can be used for different purposes but the intention is that it will be a code that indicates what type of membership a customer has signed up for or what type of product a customer is buying.
AccountCode is returned when you retrieve account details using one of the GetCustomerAccount messages

ExternalAccountReferenceNo

If you have your own unique reference for a customer account you can provide that here and use this value when retrieving or updating accounts subsequently

 

Sample Request Message

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:deb="Debitsuccess.WebServices.WCF" xmlns:deb1="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core">

   <soapenv:Header/>

   <soapenv:Body>

      <deb:PostCustomerAccount>

         <deb:request>

            <deb1:User>

               <deb1:Password>testPassword</deb1:Password>

               <deb1:Username>testUser</deb1:Username>

            </deb1:User>

            <deb1:AccountCountry>Australia</deb1:AccountCountry>

            <deb1:ContractPrefix>testCP</deb1:ContractPrefix>

            <deb1:DateAccountStarted>2020-12-01</deb1:DateAccountStarted>

            <deb1:DateOfBirth>1990-01-01</deb1:DateOfBirth>

            <deb1:EmailAddress>Test@Test.com</deb1:EmailAddress>

            <deb1:FirstName>Test</deb1:FirstName>

            <deb1:FixedTerm>false</deb1:FixedTerm>

            <deb1:Gender>Male</deb1:Gender>

            <deb1:InitialOneOffScheduleDescription>Test</deb1:InitialOneOffScheduleDescription>

            <deb1:InitialOneOffScheduleInstalment>10</deb1:InitialOneOffScheduleInstalment>

            <deb1:InitialOneOffScheduleStartDate>2020-12-01</deb1:InitialOneOffScheduleStartDate>

            <deb1:LastName>Test</deb1:LastName>

            <deb1:MiddleName>Test</deb1:MiddleName>

            <deb1:MobileCountryCode>Aus</deb1:MobileCountryCode>

            <deb1:MobileNumber>12345678</deb1:MobileNumber>

            <deb1:MobileSTD>04</deb1:MobileSTD>

            <deb1:PhysicalAddress>Address line 1</deb1:PhysicalAddress>

            <deb1:PhysicalCity>Sydney</deb1:PhysicalCity>

            <deb1:PhysicalCountry>Australia</deb1:PhysicalCountry>

            <deb1:PhysicalLocality>Address line 2</deb1:PhysicalLocality>

            <deb1:PhysicalPostcode>12345</deb1:PhysicalPostcode>

            <deb1:PhysicalState>NewSouthWales</deb1:PhysicalState>

            <deb1:PhysicalSuburb>Bankstown</deb1:PhysicalSuburb>

            <deb1:RecurringScheduleFrequency>Monthly</deb1:RecurringScheduleFrequency>

            <deb1:RecurringScheduleInstalment>20</deb1:RecurringScheduleInstalment>

            <deb1:RecurringScheduleStartDate>2021-01-01</deb1:RecurringScheduleStartDate>

            <deb1:Term>12</deb1:Term>

            <deb1:TermType>Months</deb1:TermType>

            <deb1:Title>Mr</deb1:Title>

         </deb:request>

      </deb:PostCustomerAccount>

   </soapenv:Body>

</soapenv:Envelope>

 

Sample Response Mesaage

<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">

   <s:Header>

      <ActivityId CorrelationId="b8ffd96a-b17f-4f2c-9acc-32d95de73178" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">00000000-0000-0000-0000-000000000000</ActivityId>

   </s:Header>

   <s:Body>

      <PostCustomerAccountResponse xmlns="Debitsuccess.WebServices.WCF">

         <PostCustomerAccountResult xmlns:a="http://schemas.datacontract.org/2004/07/Debitsuccess.WebServices.Core" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">

            <a:DateCreated>2020-06-05T15:58:53.8188253+12:00</a:DateCreated>

            <a:Id>26d94fc7-0f07-4358-8db2-27125780da59</a:Id>

            <a:ResponseNotes>

               <a:ResponseMessageNote>

                  <a:Code>00</a:Code>

                  <a:Note>Success</a:Note>

                  <a:NoteType>Info</a:NoteType>

               </a:ResponseMessageNote>

            </a:ResponseNotes>

            <a:Status>Succeed</a:Status>

            <a:AccountReferenceNo>test888932</a:AccountReferenceNo>

            <a:ExternalAccountReferenceNo>test888932</a:ExternalAccountReferenceNo>

         </PostCustomerAccountResult>

      </PostCustomerAccountResponse>

   </s:Body>

</s:Envelope>