Basic Registration Use Case
Overview
In this basic use case, you have a customer who wants to sign up for 1 Master Plan (product) and pay for it using 1 payment method. To sign up this customer, you would create an account with 1 Master Plan and 1 billing group as shown in the sample call below.
For samples that apply to more complex use cases, see Additional Registration Use Cases.
Note: The sample call shown below contains the minimum required fields and other key fields needed to successfully create an account using the create_acct_complete_m API. You may choose to pass in additional values to customize or screen an account based on your business requirements. Examples: you may want to assign a customer to a functional account group to identify the geographic region that the customer belongs to or to screen the customer by using fraud protection.
Please see the create_acct_complete_m API documentation for detailed information about additional available fields.
Instructions
Sample Call
Call the create_acct_complete_m API as follows:
-
Pass in your client number and authorization key:
<lit:client_no>12345_sample_client_no</lit:client_no> <lit:auth_key>AbCdEfG_sample_auth_key</lit:auth_key>
- Pass values into these fields to specify login (for your user self service application) and contact information for the account:
<lit:acct> <lit:acct_row> <lit:acct/> <lit:client_acct_id></lit:client_acct_id> <lit:userid>jsmith</lit:userid> <lit:status_cd>1</lit:status_cd> <lit:notify_method></lit:notify_method> <lit:password>password123</lit:password> <lit:secret_question></lit:secret_question> <lit:secret_question_answer></lit:secret_question_answer> <lit:acct_contact_idx></lit:acct_contact_idx> <lit:first_name>John</lit:first_name> <lit:mi></lit:mi> <lit:last_name>Smith</lit:last_name> <lit:company_name></lit:company_name> <lit:address1>123 Main Street</lit:address1> <lit:address2></lit:address2> <lit:address3></lit:address3> <lit:city>Any Town</lit:city> <lit:locality></lit:locality> <lit:state_prov>PA</lit:state_prov> <lit:country>US</lit:country> <lit:postal_cd>19008</lit:postal_cd> <lit:phone></lit:phone> <lit:phone_ext></lit:phone_ext> <lit:cell_phone></lit:cell_phone> <lit:work_phone></lit:work_phone> <lit:work_phone_ext></lit:work_phone_ext> <lit:fax></lit:fax> <lit:email>sample@ariasystems.com</lit:email> </lit:acct_row> </lit:acct>
- Pass values into these fields to add the account to a collection group and specify the currency in which the account will be billed as shown below.
Adding the account to a collection group will ensure that the account's payments will be processed by the payment gateway associated with that collection group.
<lit:collection_acct_group> <lit:collection_acct_group_row> <lit:collections_acct_group_no>2853</lit:collections_acct_group_no> <lit:client_collections_acct_group_id></lit:client_collections_acct_group_id> </lit:collection_acct_group_row> </lit:collection_acct_group> <lit:acct_currency>USD</lit:acct_currency>
- Pass values into these fields to assign a payment method to the account:
<lit:payment_method> <lit:payment_method_row> <lit:pay_method_type>1</lit:pay_method_type> <lit:pay_method_name>PM01</lit:pay_method_name> <lit:pay_method_description></lit:pay_method_description> <lit:client_pay_method_cdid></lit:client_pay_method_cdid> <lit:payment_method_idx>1</lit:payment_method_idx> <lit:bill_contact_idx></lit:bill_contact_idx> <lit:first_name>John</lit:first_name> <lit:mi></lit:mi> <lit:last_name>Smith</lit:last_name> <lit:company_name></lit:company_name> <lit:address1>234 Maple Street</lit:address1> <lit:address2></lit:address2> <lit:address3></lit:address3> <lit:city>Broomall</lit:city> <lit:locality></lit:locality> <lit:state_prov>PA</lit:state_prov> <lit:country>US</lit:country> <lit:postal_cd>19019</lit:postal_cd> <lit:phone></lit:phone> <lit:phone_ext></lit:phone_ext> <lit:cell_phone></lit:cell_phone> <lit:work_phone></lit:work_phone> <lit:work_phone_ext></lit:work_phone_ext> <lit:fax></lit:fax> <lit:email>sample@ariasystems.com</lit:email> <lit:birthdate></lit:birthdate> <lit:cc_num>4111111111111111</lit:cc_num> <lit:cc_expire_mm>12</lit:cc_expire_mm> <lit:cc_expire_yyyy>2024</lit:cc_expire_yyyy> </lit:payment_method_row> </lit:payment_method>
- Pass values into these fields to assign a billing group to the Master Plan as shown below.
This will ensure that payments for the Plan will be made using the payment method associated with that billing group.
Note: If Aria created a statement template for you, you can ask Aria Customer Support for the identifier to pass into the <statement_template> field shown below.
<lit:billing_group> <lit:billing_group_row> <lit:billing_group_name>BG01</lit:billing_group_name> <lit:billing_group_description></lit:billing_group_description> <lit:client_billing_group_id></lit:client_billing_group_id> <lit:billing_group_idx>1</lit:billing_group_idx> <lit:notify_method>1</lit:notify_method> <lit:notify_template_group></lit:notify_template_group> <lit:statement_template>112</lit:statement_template> <lit:credit_note_template></lit:credit_note_template> <lit:payment_option></lit:payment_option> <lit:primary_client_payment_method_id></lit:primary_client_payment_method_id> <lit:primary_payment_method_idx>1</lit:primary_payment_method_idx> <lit:backup_client_payment_method_id></lit:backup_client_payment_method_id> <lit:backup_payment_method_idx></lit:backup_payment_method_idx> <lit:stmt_contact_idx></lit:stmt_contact_idx> <lit:first_name>John</lit:first_name> <lit:mi></lit:mi> <lit:last_name>Smith</lit:last_name> <lit:company_name></lit:company_name> <lit:address1>234 Maple Street</lit:address1> <lit:address2></lit:address2> <lit:address3></lit:address3> <lit:city>Broomall</lit:city> <lit:locality></lit:locality> <lit:state_prov>PA</lit:state_prov> <lit:country>US</lit:country> <lit:postal_cd>19019</lit:postal_cd> <lit:phone></lit:phone> <lit:phone_ext></lit:phone_ext> <lit:cell_phone></lit:cell_phone> <lit:work_phone></lit:work_phone> <lit:work_phone_ext></lit:work_phone_ext> <lit:fax></lit:fax> <lit:email>sample@ariasystems.com</lit:email> </lit:billing_group_row> </lit:billing_group>
- Pass values into these fields to assign the account to a dunning group as shown below.
This will ensure that if the customer's payments are past due, actions will be taken on the account as stated in the assigned dunning group.
<lit:dunning_group> <lit:dunning_group_row> <lit:dunning_group_name>DG01</lit:dunning_group_name> <lit:dunning_group_description>DG01</lit:dunning_group_description> <lit:client_dunning_group_id>1698576</lit:client_dunning_group_id> <lit:dunning_group_idx>1</lit:dunning_group_idx> <lit:dunning_process_no>1723</lit:dunning_process_no> <lit:client_dunning_process_id>2470936</lit:client_dunning_process_id> </lit:dunning_group_row> </lit:dunning_group>
- Pass values into these fields to assign a Master Plan to the account:
<lit:master_plans_detail> <lit:master_plans_detail_row> <lit:plan_no>136511</lit:plan_no> <lit:client_plan_id></lit:client_plan_id> <lit:plan_instance_description>BronzePlan</lit:plan_instance_description> <lit:client_plan_instance_id></lit:client_plan_instance_id> <lit:plan_instance_idx></lit:plan_instance_idx> <lit:promo_cd></lit:promo_cd> <lit:plan_instance_units>1</lit:plan_instance_units> <lit:billing_group_idx>1</lit:billing_group_idx> <lit:dunning_group_idx>1</lit:dunning_group_idx> </lit:master_plans_detail_row> </lit:master_plans_detail>
Sample Response
You can use the <acct_no> returned by the API to search for the customer in the Aria application and confirm that the account was created correctly as described in the use case above.
<ns1:create_acct_complete_mResponseElement> <ns1:error_code>0</ns1:error_code> <ns1:error_msg>OK</ns1:error_msg> <ns1:out_acct> <ns1:acct_no>3078787</ns1:acct_no> <ns1:userid>jsmith</ns1:userid> <ns1:client_acct_id xsi:nil="true"/> <ns1:acct_locale_no>10001</ns1:acct_locale_no> <ns1:acct_locale_name>System_US_English_locale</ns1:acct_locale_name> <ns1:acct_contact_no>6584910</ns1:acct_contact_no> <ns1:billing_contact_details> <ns1:payment_method_no>1</ns1:payment_method_no> <ns1:bill_contact_no>6584911</ns1:bill_contact_no> </ns1:billing_contact_details> <ns1:statement_contact_details> <ns1:billing_group_no>1545682</ns1:billing_group_no> <ns1:stmt_contact_no>6584912</ns1:stmt_contact_no> </ns1:statement_contact_details> <ns1:other_contact_details xsi:nil="true"/> <ns1:contract_details xsi:nil="true"/> <ns1:session_id xsi:nil="true"/> <ns1:billing_errors> <ns1:invoicing_error_code>0</ns1:invoicing_error_code> <ns1:invoicing_error_msg>OK</ns1:invoicing_error_msg> <ns1:collection_error_code>0</ns1:collection_error_code> <ns1:collection_error_msg>OK</ns1:collection_error_msg> <ns1:statement_error_code>0</ns1:statement_error_code> <ns1:statement_error_msg>OK</ns1:statement_error_msg> <ns1:billing_group_no>1545682</ns1:billing_group_no> <ns1:client_billing_group_id>1545682</ns1:client_billing_group_id> </ns1:billing_errors> <ns1:master_plans_assigned> <ns1:plan_instance_no>4072175</ns1:plan_instance_no> <ns1:client_plan_instance_id>4072175</ns1:client_plan_instance_id> <ns1:nso_order_no xsi:nil="true"/> <ns1:nso_order_status_label xsi:nil="true"/> <ns1:plan_unit_instance_details xsi:nil="true"/> <ns1:supp_plans_assigned xsi:nil="true"/> <ns1:out_contract xsi:nil="true"/> <ns1:third_party_errors xsi:nil="true"/> </ns1:master_plans_assigned> <ns1:invoice_info> <ns1:invoice_no>26112325</ns1:invoice_no> <ns1:billing_group_no>1545682</ns1:billing_group_no> <ns1:client_plan_instance_id xsi:nil="true"/> <ns1:proc_cvv_response xsi:nil="true"/> <ns1:proc_avs_response xsi:nil="true"/> <ns1:proc_cavv_response xsi:nil="true"/> <ns1:proc_status_code> <ns1:proc_status_text xsi:nil="true"/> <ns1:proc_payment_id xsi:nil="true"/> <ns1:proc_auth_code xsi:nil="true"/> <ns1:proc_merch_comments xsi:nil="true"/> <ns1:proc_initial_auth_txn_id xsi:nil="true"/> <ns1:invoice_charges_before_tax>30</ns1:invoice_charges_before_tax> <ns1:invoice_tax_charges>0</ns1:invoice_tax_charges> <ns1:invoice_charges_after_tax>30</ns1:invoice_charges_after_tax> <ns1:invoice_credit_amount>0</ns1:invoice_credit_amount> <ns1:invoice_total_amount>30</ns1:invoice_total_amount> <ns1:total_credit>0</ns1:total_credit> <ns1:total_tax_credit>0</ns1:total_tax_credit> <ns1:total_credit_before_tax>0</ns1:total_credit_before_tax> <ns1:total>30</ns1:total> <ns1:proration_result_amount>30</ns1:proration_result_amount> <ns1:expected_monthly_rec_cost>30</ns1:expected_monthly_rec_cost> <ns1:expected_annual_rec_cost>360</ns1:expected_annual_rec_cost> <ns1:invoice_items> <ns1:invoice_line_no>1</ns1:invoice_line_no> <ns1:plan_no>136511</ns1:plan_no> <ns1:client_plan_id>Monthly_Plan</ns1:client_plan_id> <ns1:plan_instance_no>4072175</ns1:plan_instance_no> <ns1:client_plan_instance_id>4072175</ns1:client_plan_instance_id> <ns1:plan_name>BronzePlan</ns1:plan_name> <ns1:service_no>102</ns1:service_no> <ns1:client_service_id>102</ns1:client_service_id> <ns1:service_name>Recurring Fee</ns1:service_name> <ns1:service_coa_id>1002</ns1:service_coa_id> <ns1:client_service_coa_code xsi:nil="true"/> <ns1:units>1</ns1:units> <ns1:rate_per_unit>30</ns1:rate_per_unit> <ns1:line_amount>30</ns1:line_amount> <ns1:line_description>Recurring Fee</ns1:line_description> <ns1:start_date_range>2018-11-09</ns1:start_date_range> <ns1:end_date_range>2018-12-08</ns1:end_date_range> <ns1:line_type>1</ns1:line_type> <ns1:base_plan_units>1</ns1:base_plan_units> <ns1:proration_factor>1</ns1:proration_factor> <ns1:proration_text xsi:nil="true"/> <ns1:proration_remaining_days xsi:nil="true"/> <ns1:proration_description xsi:nil="true"/> <ns1:credit_coupon_code xsi:nil="true"/> <ns1:client_sku xsi:nil="true"/> <ns1:order_no xsi:nil="true"/> <ns1:item_no xsi:nil="true"/> <ns1:client_item_id xsi:nil="true"/> <ns1:adv_billing_period_total_days xsi:nil="true"/> <ns1:rate_schedule_no>796270</ns1:rate_schedule_no> <ns1:rate_schedule_tier_no>1</ns1:rate_schedule_tier_no> <ns1:bill_from_address_no xsi:nil="true"/> <ns1:ship_from_address_no xsi:nil="true"/> <ns1:bill_to_address_no xsi:nil="true"/> <ns1:ship_to_address_no xsi:nil="true"/> </ns1:invoice_items> <ns1:tax_details xsi:nil="true"/> <ns1:proc_fraud_filtering_info xsi:nil="true"/> </ns1:invoice_info> </ns1:out_acct> </ns1:create_acct_complete_mResponseElement>
Additional Registration Use Cases
Click on any of the links below to see instructions for implementing more complex registration uses cases involving a variety of scenarios such as different Plan selections or billing options:
- Create an Account with Immediate Activation and a Queued Rate Change
- Create an Account with 2 Master Plans Billed Separately
- Create an Account with a Retroactive Start Date and an Alternate Bill Day
- Create an Account with a Retroactive Start Date and a Queued Rate Change
- Create an Account with a Future Plan Assignment and a Queued Rate Change
- Create an Account with a Future Plan Assignment and a Prorated Invoice
- Create an Account with a Contract and a Destination Contact