Finxera

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searchClients

Use searchClients to lookup clients registered in Finxera. You can use a Finxera issued ID, your own reference identifier, or even date range on when the client was created or updated. Search by status is also available, so you can lookup all clients, for example, that have a status of "INACTIVE".

Request Parameters

  Parameter Required Type Description
subscriberId Y Long Specify subscriber ID issued when Finxera account is created.
+ clientId N Object Define either bancBoxId or subscriberReferenceId parameter
createdOnFromDate N dateTime created On From Date[YYYY-MM-DDTHH:MM:S] "T" is not a number value, it is the letter "T"
createdOnToDate N dateTime created On To Date[YYYY-MM-DDTHH:MM:S] "T" is not a number value, it is the letter "T"
modifiedOnFromDate N dateTime modified On From Date[YYYY-MM-DDTHH:MM:S] "T" is not a number value, it is the letter "T"
modifiedOnToDate N dateTime modified On To Date[YYYY-MM-DDTHH:MM:S] "T" is not a number value, it is the letter "T"
status N String specify one of the following statuses for the client { 'ACTIVE', 'INACTIVE', 'CANCELLED', 'SUSPENDED', 'DELETED' }

Response Parameters

  Parameter   Type Description
requestId   Long 13 digit ID for the API request being made
status   int Status of completed request, either 1 for pass, or 0 for fail
+ warnings   Object A Warning object containing a code and description
+ errors   Object Request failed, error response.
+ clients   Object Clients

WSDL URL (Production) :  https://api.bancbox.com/BBXPort?wsdl
WSDL URL (SandBox) :  https://sandbox-api.bancbox.com/BBXPort?wsdl

Sample Request

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:sch="schema.bancbox.com">
<soapenv:Header>
<wsse:Security soapenv:mustUnderstand="1" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd">
<wsse:UsernameToken wsu:Id="XWSSGID-1261544568770-474929336" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd">
<wsse:Username>sample@email.com</wsse:Username>
<wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-username-token-profile-1.0#PasswordText">sample</wsse:Password>
</wsse:UsernameToken>
</wsse:Security>
</soapenv:Header>
   <soapenv:Body>
      <sch:searchClients>
         <searchClientRequest>
            <subscriberId>?</subscriberId>
            <!--Optional:-->
            <clientId>
               <!--Optional:-->
               <bancBoxId>?</bancBoxId>
               <!--Optional:-->
               <subscriberReferenceId>?</subscriberReferenceId>
            </clientId>
            <!--Optional:-->
            <createdOnFromDate>?</createdOnFromDate>
            <!--Optional:-->
            <createdOnToDate>?</createdOnToDate>
            <!--Optional:-->
            <modifiedOnFromDate>?</modifiedOnFromDate>
            <!--Optional:-->
            <modifiedOnToDate>?</modifiedOnToDate>
            <!--Optional:-->
            <status>?</status>
         </searchClientRequest>
      </sch:searchClients>
   </soapenv:Body>
</soapenv:Envelope>

Sample Response

<sch:searchClientsResponse>
         <return>
            <!--Optional:-->
            <requestId>?</requestId>
            <status>?</status>
            <!--Zero or more repetitions:-->
            <warnings>
               <!--Optional:-->
               <code>?</code>
               <!--Optional:-->
               <message>?</message>
            </warnings>
            <!--Zero or more repetitions:-->
            <errors>
               <!--Optional:-->
               <code>?</code>
               <!--Optional:-->
               <message>?</message>
            </errors>
            <!--Zero or more repetitions:-->
            <clients>
               <!--Optional:-->
               <clientId>
                  <!--Optional:-->
                  <bancBoxId>?</bancBoxId>
                  <!--Optional:-->
                  <subscriberReferenceId>?</subscriberReferenceId>
               </clientId>
               <!--Optional:-->
               <firstName>?</firstName>
               <!--Optional:-->
               <lastName>?</lastName>
               <!--Optional:-->
               <middleInitial>?</middleInitial>
               <!--Optional:-->
               <ssn>?</ssn>
               <!--Optional:-->
               <address>
                  <line1>?</line1>
                  <!--Optional:-->
                  <line2>?</line2>
                  <city>?</city>
                  <state>?</state>
                  <zipcode>?</zipcode>
               </address>
               <!--Optional:-->
               <homePhone>?</homePhone>
               <!--Optional:-->
               <mobilePhone>?</mobilePhone>
               <!--Optional:-->
               <workPhone>?</workPhone>
               <!--Optional:-->
               <email>?</email>
               <!--Optional:-->
               <username>?</username>
               <!--Optional:-->
               <status>?</status>
            </clients>
         </return>
</sch:searchClientsResponse>

Note:For REST, Content-type should be set to application/json
URL (Production) :  https://api.bancbox.com/BBXPortRest/searchClients
URL (SandBox) :  https://sandbox-api.bancbox.com/BBXPortRest/searchClients

Sample Request

{
    "authentication": {
        "apiKey": "YOUR_API_KEY_HERE",
        "secret": "SECRET_PASSPHRASE"
    },
    "subscriberId": ? ,
    "clientId" : {
        "bancBoxId": ? ,
        "subscriberReferenceId" : "?"
    },
    "createdOnFromDate": "?",
    "createdOnToDate": "?",
    "modifiedOnFromDate": "?",
    "modifiedOnToDate": "?",
    "status": "?"
}

Sample Response

{ 
  "clients" : [ { 
    "clientId" : { 
      "bancBoxId" : ?, 
      "subscriberReferenceId" : "?" 
    }, 
    "firstName" : "?", 
    "lastName" : "?", 
    "middleInitial" : "?", 
    "ssn" : "?", 
    "address" : { 
      "line1" : "?", 
      "line2" : "?", 
      "city" : "?", 
      "state" : "?", 
      "zipcode" : "?" 
    }, 
    "homePhone" : "?", 
    "mobilePhone" : "?", 
    "workPhone" : "?", 
    "email" : "?", 
    "username" : "?", 
    "status" : "?", 
    "modifiedOn" : "?", 
    "modifiedBy" : ?, 
    "createdOn" : "?", 
    "createdBy" : ? 
  } ], 
  "requestId" : ?, 
  "status" : ?, 
   "warnings" : [ { 
    "code" : "?", 
    "message" : "?" 
  } ], 
  "errors" : [ { 
    "code" : "?", 
    "message" : "?" 
  } ] 
}