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Create solutions for an institution's back office support tools.
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Map customer identities to your existing system IDs.
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jXchange REST-Legacy Migration announced. Deadline for migration is July 31, 2026.
More info

Add a Customer

Tutorials > Customer > Add a Customer

A new customer might be a person, organization, or a business, but all will basically use the same steps.

Steps

  1. The customer will need to provide the required items which varies from the type of customer as well as requirements by the FI.
  2. You may want to use the CustInq operation to ensure they are not already a member, or to look up a related customer.
  3. The CustAdd operation will be used to actually add the customer.

Referenced and Associated Operations

It is highly recommended that as part of referencing this use case that a user becomes familiar with the following jXchange operations and their function. While the user may elect to not use the listed operation as part of their programming or workflow, knowledge of the operations listed below is essential to understanding the process set forth with this use case.

Detailed information about the operation, the request structure/response, error messages and other useful information can be obtained by clicking the operation name below.

Operation NameDescriptionXSD/WSDL Container
CustSrchSearch for an existing customer(s)Customer
AddrAddAdd additional addresses to an account or customerCustomer
CustAdd **Create a new customer recordCustomer
IdVerifyAddAttach identity information to a customer recordCustomer
CustMsgAddAdd an informational message to an account or customer recordCustomer
ParmValSrch **Retrieve default canonical values for a parameterCustomer
SvcDft **Retrieve new account input defaultsCustomer
SvcDictSrch **Retrieve provider parameter informationCustomer

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Last updated Wed Mar 4 2026