TransactionPosting - CFMS web service
This web service is used to post CFMS transactions and to get the status of a client's account.
- Post
- AccountStatus
Post Call
The Post call has four parameters: systemCode, userName, password, and postTransactionItem. The properties, dictionaries, and default values are listed for each parameter in the tables below.
Parameters with no Properties
| Parameter | Property | Value Accepted | Notes |
| systemCode | N/A | Avatar System Code | |
| userName | N/A | Avatar User ID | |
| password | N/A | Avatar Password |
Parameters with Properties
| Parameter | Property | Value Accepted | Notes |
|
postTransactionItem |
PATID |
Free Text |
The Client ID |
|
|
AcctNumber |
Free Text |
Account number to post to. |
|
|
TransDate |
Date |
Transaction date |
|
|
TransCode |
Dictionary #1385 in Client Funds Management File. |
Transaction Code |
|
|
Description |
Free Text |
|
| Amount | Dollar amount | ||
| CheckNum | Free text | Check number (only used for debit transactions). | |
| ReceiptNum | Free text | Receipt number (only used for credit transactions). | |
| WithdrawalNum | Free text | Withdrawal number (only used for debit transactions). |
Returned Values
| Value | Notes |
| Status | '1' if successful, '0' if error encountered |
| Message | Contains error message if 'Status' is '0' |
AccountStatus Call
The AccountStatus call has five parameters: systemCode, userName, password, patid, and accountId. The properties, dictionaries, and default values are listed for each parameter in the tables below.
Parameters with no Properties
| Parameter | Property | Value Accepted | Notes |
| systemCode | N/A | Avatar System Code | |
| userName | N/A | Avatar User ID | |
| password | N/A | Avatar Password | |
| patid | N/A | Client Id | |
| accountId | N/A | account number |
Returned Values
| Value | Notes |
| Status | '1' if successful, '0' if error encountered |
| Message | Contains error message if 'Status' is '0' |
| AccountStatusCode | either 'open' or 'closed' |
| AccountBalance | Dollar amount. |
| AmountHardHold | Dollar amount. |
| AvailableBalance | Dollar amount. |