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GetClientContacts

Returns the claim reps (client contacts) for a specific client company.

Purpose

Returns the claim reps (client contacts) for a specific client company. Use it to populate the Client Contact field on a claim, or to determine which contact to assign as ClientContactID on AddClaim.

Endpoint

  • Method: GetClientContacts

  • SOAPAction (1.1): "https://ftservices.onlinereportinginc.com/v2/GetClientContacts"

  • Parameter wrapper: <oParms>

Authentication

Standard credentials apply. See Authentication & Authorization.

Parameters

Name

Type

Required

Description

Login

string

yes

Authorized FileTrac system login.

Password

string

yes

Password for the login.

CompanyKey

string

yes

The unique company code provided by FileTrac.

ClientCompanyID

int

conditional

System ID of the client company. Either this or ClientCompanyName must be supplied.

ClientCompanyName

string

conditional

Client company name. Must match FileTrac exactly. Either this or ClientCompanyID must be supplied.

One of ClientCompanyID or ClientCompanyName is required. If both are supplied, the result is the union of contacts found by each criterion individually.

Response

Returns a list of ClientContactExtract objects with the following fields:

Property

Datatype

Description

ID

int

System ID of the client contact. Use this as ClientContactID on AddClaim.

ClientCompanyID

int

System ID of the client company the contact belongs to.

ClientCompanyName

string

Client company name.

UserFName

string

First name.

UserLName

string

Last name.

UserAddr1

string

Address line 1.

UserAddr2

string

Address line 2.

UserCity

string

City.

UserState

string

State or province.

UserZIP

string

Postal code.

UserCountry

string

Country.

UserPhone1

string

Primary phone.

UserPhone2

string

Alternate phone.

UserEmail

string

Email address.

UserFax

string

Fax.

Errors

Error Message

Cause

Remediation

ERROR - The companyID supplied is not a valid ID for this adjusting company

ClientCompanyID is invalid.

Call GetClientCompanies and use an ID from that list.

ERROR - The companyName supplied does not match any companyName for this adjusting company

ClientCompanyName does not match exactly.

Match the name as it appears in FileTrac.

ERROR - Both the companyID and the CompanyName supplied are invalid for this adjusting company

Neither identifier matched.

Re-fetch the list via GetClientCompanies.

ERROR retrieving Client Contacts

Internal error during retrieval.

Retry; if persistent, contact FileTrac Support.

Remarks

  • Returns the union when both parameters are supplied. Most integrations should use only one identifier.

  • The ClientContactExtract schema overlaps with User — the same person may appear in both GetUsers and GetClientContacts with consistent UserID / ID values. GetClientContacts is the lighter call when you only need the company-scoped contact list.

Example Request (SOAP 1.1)

POST /v2/service.asmx HTTP/1.1
Host: ftservices.onlinereportinginc.com
Content-Type: text/xml; charset=utf-8
SOAPAction: "https://ftservices.onlinereportinginc.com/v2/GetClientContacts"<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClientContacts xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <oParms>
        <Login>integration.svc</Login>
        <Password>•••••••••</Password>
        <CompanyKey>ACME-AC-001</CompanyKey>
        <ClientCompanyID>4218</ClientCompanyID>
      </oParms>
    </GetClientContacts>
  </soap:Body>
</soap:Envelope>

Example Response (SOAP 1.1)

HTTP/1.1 200 OK
Content-Type: text/xml; charset=utf-8<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <GetClientContactsResponse xmlns="https://ftservices.onlinereportinginc.com/v2/">
      <GetClientContactsResult>
        <ClientContactExtract>
          <ID>2904</ID>
          <ClientCompanyID>4218</ClientCompanyID>
          <ClientCompanyName>Lone Star Mutual</ClientCompanyName>
          <UserFName>Maria</UserFName>
          <UserLName>Alvarez</UserLName>
          <UserAddr1>1500 Travis Street</UserAddr1>
          <UserAddr2>Suite 800</UserAddr2>
          <UserCity>Houston</UserCity>
          <UserState>TX</UserState>
          <UserZIP>77002</UserZIP>
          <UserCountry>USA</UserCountry>
          <UserPhone1>713-555-0142</UserPhone1>
          <UserEmail>malvarez@lonestarmutual.example</UserEmail>
        </ClientContactExtract>
      </GetClientContactsResult>
    </GetClientContactsResponse>
  </soap:Body>
</soap:Envelope>

Related Methods

  • GetClientCompanies — find the ClientCompanyID first.

  • GetUsers — same user records with the fuller adjuster-operational schema.

  • AddClaim — uses ClientContactID to assign the client claim rep.

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