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As categories are configured by the customer there is not a fixed list of values, instead the field name should be as follows:","type":"text"}]},{"type":"paragraph","content":[{"text":"MortCatXXX","type":"text"}]},{"type":"paragraph","content":[{"text":"Where XXX is the primary key of the category in question. You can determine the primary key for a category by going into the “Case & Task Categories” option in the maintenance section of eKeeper, selecting the edit link against the relevant category and then noting the contents of the browser address field (see bold figure below):","type":"text"}]},{"type":"paragraph","content":[{"text":"http://SERVERNAME.ekeeperonline.co.uk/php/EditMortgageCategory.php?MortgageCategoryPK=","type":"text"},{"text":"17","type":"text","marks":[{"type":"textColor","attrs":{"color":"#36b37e"}},{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"In this example the field name would be:","type":"text"}]},{"type":"paragraph","content":[{"text":"MortCat","type":"text","marks":[{"type":"strong"}]},{"text":"17","type":"text","marks":[{"type":"textColor","attrs":{"color":"#36b37e"}},{"type":"strong"}]},{"type":"hardBreak"},{"type":"hardBreak"},{"text":"The value for the field needs to be the primary key for the category option. You can determine this is a similar way to the above by clicking the “options” link by the category in question and then the Edit link (in the action column) for the option. Then take a look at the address bar to determine the number to use (see bold figure below):","type":"text"}]},{"type":"paragraph","content":[{"text":"http://SERVERNAME.ekeeperonline.co.uk/php/EditMortgageCategoryOption.php?MortgageCategoryOptionPK=101&","type":"text"},{"text":"MortgageCategoryPK=","type":"text","marks":[{"type":"strong"}]},{"text":"17","type":"text","marks":[{"type":"textColor","attrs":{"color":"#36b37e"}},{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Make sure the figure you look at is the one preceded by “MortgageCategoryOptionPK=”.","type":"text"}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Fact Find Answers","type":"text"}]},{"type":"paragraph","content":[{"text":"As with some of the above the fact find structure is flexible and as such there isn’t a fixed set of values that can be submitted.","type":"text"}]},{"type":"paragraph","content":[{"text":"In order to submit fact find answers you need to submit a single field as follows:","type":"text"}]},{"type":"table","attrs":{"layout":"default","localId":"a0ba91de-421d-4f5c-9831-f2cda8bb54cb"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"Fieldname","type":"text"}]}]},{"type":"tableHeader","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"Value","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"FFVersionPK","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"The eKeeper primary key of the fact find structure you want to use","type":"text"},{"type":"hardBreak"},{"text":"for the new case. 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Call eKeeper support for advice if this isn’t clear.","type":"text"}]}]}]}]},{"type":"paragraph","content":[{"text":"For each fact find answer you need to include it in the FFQuestionPK array and have a matching FFAnswer, as shown below:","type":"text"}]},{"type":"paragraph","content":[{"text":"?FFVersionPK=13&FFQuestionPK[1]=1234&FFAnswer[1]=my answer&FFQuestionPK[2]=5622&FFAnswer[2]=4","type":"text","marks":[{"type":"code"}]}]},{"type":"paragraph","content":[{"text":"The above would submit ","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"FFQuestionPK 1234 = “my answer” (a text field)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"FFQuestionPK 5622 = 4 (a dropdown/multiple choice answer)","type":"text"}]}]}]},{"type":"table","attrs":{"layout":"default","localId":"e8bcf97c-c0ea-4caf-8a35-7a26cf666e16"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"Fieldname","type":"text"}]}]},{"type":"tableHeader","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"Value","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"FFQuestionPK","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"The eKeeper primary key of the fact find question you are submitting the answer for. This can be determined by going into:","type":"text"}]},{"type":"paragraph","content":[{"text":"Maintenance -> Fact Find Structures -> Edit Structure -> Sections -> Edit Questions","type":"text"},{"type":"hardBreak"},{"text":"-> Edit","type":"text"},{"type":"hardBreak"},{"text":"Note the number in the address bar that appears after “&FFQuestionPK=” e.g. in the following example:","type":"text"}]},{"type":"paragraph","content":[{"text":"EditFFQuestion.php?FFSectionPK=5661&FFQuestionPK=10203&FFVersionPK=14","type":"text"}]},{"type":"paragraph","content":[{"text":"…the FFQuestionPK is 10203","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"FFAnswer","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"For a text-based question this can simple be the text required. For a drop-down question this will need to be the eKeeper primary key for the desired option. This is slightly more difficult to determine, follow these steps:","type":"text"}]},{"type":"paragraph","content":[{"text":"Maintenance -> Fact Find Structures -> Edit Structure -> Sections -> Edit Questions -> Edit","type":"text"},{"type":"hardBreak"},{"text":"Hover over the ‘Remove’ option (don’t click it!). You should see the URL the link goes to in the status bar at the bottom of Internet Explorer. The number you want is displayed after “&FFQuestionOptionPK=”.","type":"text"}]},{"type":"paragraph","content":[{"text":"Call eKeeper support for advice if this isn’t clear.","type":"text"}]}]}]}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Action Notes","type":"text"}]},{"type":"paragraph","content":[{"text":"To submit an action note along with the new case pass in the following fields:","type":"text"}]},{"type":"table","attrs":{"layout":"default","localId":"86763bee-df82-4d05-9779-92f65398743a"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"Fieldname","type":"text"}]}]},{"type":"tableHeader","attrs":{"colspan":1,"background":"#f0f0f0","rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"Value","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"ActionText","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"The text you want to put in the action note","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"ActionPK","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1,"colwidth":[340.0]},"content":[{"type":"paragraph","content":[{"text":"The eKeeper primary key for the action type. you can determine this by going to:","type":"text"}]},{"type":"paragraph","content":[{"text":"Maintenance → Actions → Edit","type":"text"}]},{"type":"paragraph","content":[{"text":"... and then noting the number that appears after \"ActionPK=\" in the address bar","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Responses","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Success Response","type":"text"}]},{"type":"paragraph","content":[{"text":"A sample success response has been provided below. This lists the application that was created, and the customers and companies that were created.","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"\n\tSuccess\n\t\n\t\t\n\t\n\t\n\t\t\n\t\t\n\t\n\t\n\t\t\n\t\n","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Validation Error Response","type":"text"}]},{"type":"paragraph","content":[{"text":"When a validation error occurs e.g. you are sending alpha characters where an integer is expected or an invalid date is passed etc. Then a product is still created in the CRM, however a new section to the xml response will display as shown below. ","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"Validation is only applied to some fields. See the relevant sections above for information on which fields have validation","type":"text"}]}]},{"type":"paragraph","content":[{"text":"An element for each validation error will be displayed in the response informing the post originator of the error and the fact that the value has been excluded from the the post. ","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"\n\tSuccess\n\t\n\t\t\n\t\n\t\n\t\t\n\t\n\t\n\t\tCaseReference - must be a number and cannot exceed 11 digits, it has been excluded\t\n\t\n","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Error code responses","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"400 ","type":"text","marks":[{"type":"strong"}]},{"text":"- Missing required values from http post","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"403 ","type":"text","marks":[{"type":"strong"}]},{"text":"- forbidden","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"501 ","type":"text","marks":[{"type":"strong"}]},{"text":"- no product found (if product subtype is passed, and is not found in the system)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"501 ","type":"text","marks":[{"type":"strong"}]},{"text":"- duplicate submission","type":"text"}]}]}]}],"version":1}

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