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Field | Required? | Comments | |||
|---|---|---|---|---|---|
Account Number | Yes | Unique account number that would identifies a customer’s account | |||
Account Type | No | Indicates if the account is for deposits, credit cards, etc. This can be inferred by QFD using the Account Type Code if needed | |||
Account Type Code* | Yes | A unique unchanging code that denotes the type of account (Checking, Business Checking, etc. | |||
Description | Yes | ex: Checking, Business Checking, Student Checking, etc. | |||
Account Status | Yes | This can either be a Alphanumeric or numeric code that represents status, or a string like “Active”, “Closed”, “Blocked”, etc. | |||
Account Status Code | No | Account Name | No | Yes/No | If account status will be a string, then an alphanumeric or numeric code will be needed. |
Account Nickname | No | Can be used on the UI in place of the Description for easier account identification, sometimes enabled for those with online banking | |||
Account Open Date | No | Indicates the date the account was opened | |||
Account Closed Date | No | Indicated the date the account was closed | |||
Balance | No | Indicates the current balance of the account | |||
Statement Cycle Date | No | Indicated the statement cycle date of the account | |||
Is Account Enrolled in Auto Pay | No | Indicated whether or not the account is enrolled in auto pay, if needed | |||
Is Overdraft Protection Enabled | No | Indicated whether or not the account has overdraft protection enabled, if needed | |||
Card Number | Yes | If the transaction API cannot return full card number, see next field. | |||
Card ID | Yes/No | If the API is only able to return Card ID, we will need a separate API call that supports being able to look up the full card number using the Card ID. | |||
Card Holder Name | No | The full customer’s name as written on the card | |||
Card Issue Date | No | Indicates the date the card was issued | |||
Card Expiration Date | No | Indicated the date the card was/will be expired | |||
Card Status | Yes | If card data cannot be provided in the transactions API, we will need a separate API call able to get this information as card status will be needed for block and reissue. |