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OEM LEAD DISPOSITION REPORTING SOLUTION




        OEM Lead Referral Management Application Certification

            Technical Architecture Design Document - Version 3.3



                                    (Updated May 7, 2003)




Assembled, Edited and Revised by:

        Ralph Paglia
        ralph_paglia@adp.com
        505-301-6369
OEM LEAD DISPOSITION REPORTING SOLUTION
Certification Criteria Requirement
     1. To Vendors
     Leads will be sent from OEM Lead Distribution System in one of three ways:




                                                                   Repository




                                                Web Service                           Email
                                                / POST




                                                    ADF/XML                 ADF/XML




                                                      {}
                                                              {}
                                                  Vendor Application
                                                            {}




                                                           Figure 1


         Email (XML -- Lead Data ADF XML v1.0)
         Web Services
         HTTP POST




Lead Disposition Reporting Technical Document                      Page 1 of 9                OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION

     Email (XML -- Lead Data ADF XML v1.0)
     The current standard for lead submission being supported is XML - Lead Data ADF XML v1.0.

     The following are the OEM standards for email submission:
     1. “From:” field will contain OEM’s distribution system email
     2. “To:” field will be based on routing information
     3. “Subject:” will contain “OEM Lead”
     4. “Body:” will contain an ADF XML in plain text format


     A simple example:

     To: vendorA@vendorsdomain.com
     From: LDRAemail@ebizmail.OEM.com
     Subject: OEM Lead
     Body:

          ADF Formatted Data




Lead Disposition Reporting Technical Document   Page 2 of 9          OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION

     Web Service


          POST /Vendor/Service1.asp HTTP/1.1
          Host: vendor.com
          Content-Type: text/xml; charset=utf-8
          Content-Length: length
          SOAPAction: "http://OEM.com/webservice/NewLead"

          <?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>
              <NewLead xmlns="http://tempuri.org/">
               <adfData>string</adfData>
              </NewLead>
            </soap:Body>
          </soap:Envelope>



                          Field                                    Description
                         adfData                ADF formatted lead information being submitted

     Expected Response

          HTTP/1.1 200 OK

          Content-Type: text/xml; charset=utf-8
          Content-Length: length

          <?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>
              <NewLeadResponse xmlns="http://tempuri.org/">
                 <NewLeadResult>int</NewLeadResult>
              </NewLeadResponse>
            </soap:Body>
          </soap:Envelope>




                      Field                                         Description
                   NewLeadResult                0 – Successful
                                                1 – Failed schema validation
                                                2 – Missing information; etc.



Lead Disposition Reporting Technical Document         Page 3 of 9          OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION

     HTTP POST
          POST /OEM.com/webservice/newLead.asp HTTP/1.1
          Host: OEM.com
          Content-Type: text/xml
          Content-Length: length

          string


                          Field                                    Description
                          string                ADF formatted lead information being submitted

     Expected Response


          HTTP/1.1 200 OK
          Content-Type: text/xml; charset=utf-8
          Content-Length: length

          <?xml version="1.0" encoding="utf-8"?>
          <retCode>int</retCode>


                           Type                                     Description
                            int                 0 – Successful
                                                1 – Failed schema validation
                                                2 – Bad/Missing information; etc.




Lead Disposition Reporting Technical Document         Page 4 of 9         OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION
     2. From Vendors – lead status information
     Status information coming from the vendor should be submitted to OEM’s web service/method.
     The information can be submitted using an HTTP POST, or by a direct call to the web
     service/method using SOAP/XML. The web service URL will be provided after a vendor’s
     certification process has been completed.




                                                                             OEM
                                                Figure 2


     A simple example (Web Service):

     http://ldra.OEM.com/programs/inc/rra08adf.wsdl


          POST http://ldra.OEM.com/programs/asp/rra08wsh.asp HTTP/1.1
          Host: ldra.OEM.com
          Content-Type: text/xml; charset=utf-8
          Content-Length: length
          SOAPAction: "LeadStatus"

          <?xml version="1.0" encoding="utf-8"?>




Lead Disposition Reporting Technical Document     Page 5 of 9      OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION
          <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>
               <statusData>string</statusData>
            </soap:Body>
          </soap:Envelope>


          Ex. <statusData>
          <status>
               <lead> <!-- Repeat for additional lead status -->
                    <id>string</id>
                    <arrivaltime>string</arrivaltime>
                    <autoresponse>Boolean (0 or 1)</autoresponse>
                    <responsetime>string</responsetime>
                    <lastevent>int</lastevent>
                    <currentstatus>int</currentstatus>
               </lead>
          </status>


                            Field                                     Description
                             id                 A unique lead id provided by OEM. This will be
                                                used to identify the lead when returning lead
                                                submission status information.
                        arrivaltime             The date/time the lead arrived
                       autoresponse             True - 1/False - 0 if an auto response was sent to
                                                the customer on arrival
                       responsetime             The date/time the lead was acted upon.
                         lastevent              Last event on lead:

                                                1 – Sale
                                                2 – Meeting
                                                3 – Letter
                                                4 – Phone
                                                5 – Note
                                                6 – Inactive
                                                7 – Email

                       currentstatus            1 – <Reserved>
                                                2 – In Process (Any activity taken on lead)
                                                3 – Sold
                                                4 – Inactive




Lead Disposition Reporting Technical Document       Page 6 of 9           OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION
     Response


          HTTP/1.1 200 OK
          Content-Type: text/xml; charset=utf-8
          Content-Length: length

          <?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>
              <LeadStatusResponse xmlns="http://tempuri.org/">
                <LeadStatusResult>int</NewLeadResult>
              </LeadStatusResponse>
            </soap:Body>
          </soap:Envelope>


                       Field                                        Description
                  LeadStatusResult              0 – Successful
                                                1 – Failed schema validation
                                                2 – Bad/Missing information; etc.




Lead Disposition Reporting Technical Document         Page 7 of 9         OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION
     HTTP POST

     http://ldra.OEM.com/programs/asp/rra08vls.asp


          Content-Type: text/xml
          Content-Length: length

          string

          <status>
               <lead> <!-- Repeat for additional lead status -->
                    <id>string</id>
                    <arrivaltime>string</arrivaltime>
                    <autoresponse>Boolean (0 or 1)</autoresponse>
                    <responsetime>string</responsetime>
                    <lastevent>int</lastevent>
                    <currentstatus>int</currentstatus>
               </lead>
          </status>


                            Field                                    Description
                             id                 A unique lead id provided by OEM. This will be
                                                used to identify the lead when returning lead
                                                submission status information.
                        arrivaltime             The date/time the lead arrived
                       autoresponse             True – 1 /False - 0 if an auto response was sent to
                                                the customer on arrival
                       responsetime             The date/time the lead was acted upon.
                         lastevent              Last event on lead:

                                                1 – Sale
                                                2 – Meeting
                                                3 – Letter
                                                4 – Phone
                                                5 – Note
                                                6 – Inactive
                                                7 – Email

                       currentstatus            1 – <Reserved>
                                                2 – In Process (Any activity taken on lead)
                                                3 – Sold
                                                4 – Inactive




Lead Disposition Reporting Technical Document       Page 8 of 9           OEM Application Certification Requirements
OEM LEAD DISPOSITION REPORTING SOLUTION
     Expected Response


          HTTP/1.1 200 OK
          Content-Type: text/xml; charset=utf-8
          Content-Length: length

          <?xml version="1.0" encoding="utf-8"?>
          <retCode>int</retCode>


                           Type                                     Description
                            int                 0 – Successful
                                                1 – Failed schema validation
                                                2 – Bad/Missing information; etc.




Lead Disposition Reporting Technical Document         Page 9 of 9         OEM Application Certification Requirements

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Oem Lead Disposition Vendor Certification V3

  • 1. OEM LEAD DISPOSITION REPORTING SOLUTION OEM Lead Referral Management Application Certification Technical Architecture Design Document - Version 3.3 (Updated May 7, 2003) Assembled, Edited and Revised by: Ralph Paglia ralph_paglia@adp.com 505-301-6369
  • 2. OEM LEAD DISPOSITION REPORTING SOLUTION Certification Criteria Requirement 1. To Vendors Leads will be sent from OEM Lead Distribution System in one of three ways: Repository Web Service Email / POST ADF/XML ADF/XML {} {} Vendor Application {} Figure 1  Email (XML -- Lead Data ADF XML v1.0)  Web Services  HTTP POST Lead Disposition Reporting Technical Document Page 1 of 9 OEM Application Certification Requirements
  • 3. OEM LEAD DISPOSITION REPORTING SOLUTION Email (XML -- Lead Data ADF XML v1.0) The current standard for lead submission being supported is XML - Lead Data ADF XML v1.0. The following are the OEM standards for email submission: 1. “From:” field will contain OEM’s distribution system email 2. “To:” field will be based on routing information 3. “Subject:” will contain “OEM Lead” 4. “Body:” will contain an ADF XML in plain text format A simple example: To: vendorA@vendorsdomain.com From: LDRAemail@ebizmail.OEM.com Subject: OEM Lead Body: ADF Formatted Data Lead Disposition Reporting Technical Document Page 2 of 9 OEM Application Certification Requirements
  • 4. OEM LEAD DISPOSITION REPORTING SOLUTION Web Service POST /Vendor/Service1.asp HTTP/1.1 Host: vendor.com Content-Type: text/xml; charset=utf-8 Content-Length: length SOAPAction: "http://OEM.com/webservice/NewLead" <?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> <NewLead xmlns="http://tempuri.org/"> <adfData>string</adfData> </NewLead> </soap:Body> </soap:Envelope> Field Description adfData ADF formatted lead information being submitted Expected Response HTTP/1.1 200 OK Content-Type: text/xml; charset=utf-8 Content-Length: length <?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> <NewLeadResponse xmlns="http://tempuri.org/"> <NewLeadResult>int</NewLeadResult> </NewLeadResponse> </soap:Body> </soap:Envelope> Field Description NewLeadResult 0 – Successful 1 – Failed schema validation 2 – Missing information; etc. Lead Disposition Reporting Technical Document Page 3 of 9 OEM Application Certification Requirements
  • 5. OEM LEAD DISPOSITION REPORTING SOLUTION HTTP POST POST /OEM.com/webservice/newLead.asp HTTP/1.1 Host: OEM.com Content-Type: text/xml Content-Length: length string Field Description string ADF formatted lead information being submitted Expected Response HTTP/1.1 200 OK Content-Type: text/xml; charset=utf-8 Content-Length: length <?xml version="1.0" encoding="utf-8"?> <retCode>int</retCode> Type Description int 0 – Successful 1 – Failed schema validation 2 – Bad/Missing information; etc. Lead Disposition Reporting Technical Document Page 4 of 9 OEM Application Certification Requirements
  • 6. OEM LEAD DISPOSITION REPORTING SOLUTION 2. From Vendors – lead status information Status information coming from the vendor should be submitted to OEM’s web service/method. The information can be submitted using an HTTP POST, or by a direct call to the web service/method using SOAP/XML. The web service URL will be provided after a vendor’s certification process has been completed. OEM Figure 2 A simple example (Web Service): http://ldra.OEM.com/programs/inc/rra08adf.wsdl POST http://ldra.OEM.com/programs/asp/rra08wsh.asp HTTP/1.1 Host: ldra.OEM.com Content-Type: text/xml; charset=utf-8 Content-Length: length SOAPAction: "LeadStatus" <?xml version="1.0" encoding="utf-8"?> Lead Disposition Reporting Technical Document Page 5 of 9 OEM Application Certification Requirements
  • 7. OEM LEAD DISPOSITION REPORTING SOLUTION <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> <statusData>string</statusData> </soap:Body> </soap:Envelope> Ex. <statusData> <status> <lead> <!-- Repeat for additional lead status --> <id>string</id> <arrivaltime>string</arrivaltime> <autoresponse>Boolean (0 or 1)</autoresponse> <responsetime>string</responsetime> <lastevent>int</lastevent> <currentstatus>int</currentstatus> </lead> </status> Field Description id A unique lead id provided by OEM. This will be used to identify the lead when returning lead submission status information. arrivaltime The date/time the lead arrived autoresponse True - 1/False - 0 if an auto response was sent to the customer on arrival responsetime The date/time the lead was acted upon. lastevent Last event on lead: 1 – Sale 2 – Meeting 3 – Letter 4 – Phone 5 – Note 6 – Inactive 7 – Email currentstatus 1 – <Reserved> 2 – In Process (Any activity taken on lead) 3 – Sold 4 – Inactive Lead Disposition Reporting Technical Document Page 6 of 9 OEM Application Certification Requirements
  • 8. OEM LEAD DISPOSITION REPORTING SOLUTION Response HTTP/1.1 200 OK Content-Type: text/xml; charset=utf-8 Content-Length: length <?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> <LeadStatusResponse xmlns="http://tempuri.org/"> <LeadStatusResult>int</NewLeadResult> </LeadStatusResponse> </soap:Body> </soap:Envelope> Field Description LeadStatusResult 0 – Successful 1 – Failed schema validation 2 – Bad/Missing information; etc. Lead Disposition Reporting Technical Document Page 7 of 9 OEM Application Certification Requirements
  • 9. OEM LEAD DISPOSITION REPORTING SOLUTION HTTP POST http://ldra.OEM.com/programs/asp/rra08vls.asp Content-Type: text/xml Content-Length: length string <status> <lead> <!-- Repeat for additional lead status --> <id>string</id> <arrivaltime>string</arrivaltime> <autoresponse>Boolean (0 or 1)</autoresponse> <responsetime>string</responsetime> <lastevent>int</lastevent> <currentstatus>int</currentstatus> </lead> </status> Field Description id A unique lead id provided by OEM. This will be used to identify the lead when returning lead submission status information. arrivaltime The date/time the lead arrived autoresponse True – 1 /False - 0 if an auto response was sent to the customer on arrival responsetime The date/time the lead was acted upon. lastevent Last event on lead: 1 – Sale 2 – Meeting 3 – Letter 4 – Phone 5 – Note 6 – Inactive 7 – Email currentstatus 1 – <Reserved> 2 – In Process (Any activity taken on lead) 3 – Sold 4 – Inactive Lead Disposition Reporting Technical Document Page 8 of 9 OEM Application Certification Requirements
  • 10. OEM LEAD DISPOSITION REPORTING SOLUTION Expected Response HTTP/1.1 200 OK Content-Type: text/xml; charset=utf-8 Content-Length: length <?xml version="1.0" encoding="utf-8"?> <retCode>int</retCode> Type Description int 0 – Successful 1 – Failed schema validation 2 – Bad/Missing information; etc. Lead Disposition Reporting Technical Document Page 9 of 9 OEM Application Certification Requirements