addContractPartyRole

Description
This transaction adds a party role to a contract component for a given contract and party. InfoSphere® MDM manages multiple party roles for a contract component. The contract party information includes such detail as role type, the recorded start date of the role, the recorded end date, the party ID, and others.
Web Services
Operation name: addContractPartyRole
Service name: FinancialServices
Example
In the financial services industry, a typical party 'role' on a component would be a life insured, a beneficiary, an annuitant, a financial advisor, an estate planner, card issuer, and others.
Usage information
Contract party roles can be added within the addContract transaction when a new contract is being added, within the addContractComponent transaction when a new component is being added or explicitly via this transaction.
Preconditions
Contract component must exist.

Party must exist.

Mandatory input
Not applicable
Inquiry levels
Not applicable
Filter values
Not applicable
Transaction behavior
A configuration option is available to set the inquiry level for TCRMPartyBObj in the response object TCRMContractPartyRoleBObj. The configuration item is /IBM/FinancialServices/ContractPartyRole/partyInquiryLevel.
PartyInquiryLevel:
  • Level 0 - returns Party data including names, identifications, party privacy preferences, line of business relationships, and either personal data, if a Person, or organizational data, if an Organization.
  • Level 1 - returns level 0 data plus all party addresses and contact methods.
  • Level 2 - returns level 1 data plus all party relationship data.
  • Level 3 - returns level 2 data plus all party bank account, party charge card, and income source data.
  • Level 4 - returns level 3 data plus all party value data.
Request message
<TCRMTxType> AddContractPartyRole

<TCRMTxObject> TCRMContractPartyRoleBObj

<TCRMObject> TCRMContractPartyRoleBObj

with allowed associations:

Response objects
TCRMContractPartyRoleBObj

with all associations and system generated ContractRoleId for all of them.

Special note
Not applicable