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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:

  1. 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>
  1. 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>
  1. 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>
  1. 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>
  1. 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>
  1. 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>
  1. 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>
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