QFD can integrate either via REST or SOAP API real time calls to the system of record in order to search for retain useful account information.
Please note: QFD only supports looking up a list of accounts by the unique customer id.
In order for QFD to display search results, and to retain other needed account information, we will need as many of the following data points as possible to be made available from the API response:
Field | Required? |
|---|---|
Account Number | Yes |
Account Type | Yes - Deposit account, Credit card account, etc. |
Account Type Code* | Yes - A unique unchanging code that denotes the type of account (Checking, Business Checking, etc.) |
Description | Yes |
Account Status | Yes |
Account Status Code | No |
Account Name | No |
Account Nickname | No |
Account Open Date | No |
Account Closed Date | No |
Balance | No |
Statement Cycle Date | No |
Is Account Enrolled in Auto Pay | No |
Is Overdraft Protection Enabled | No |
Card Number | Yes - Unless returning Card ID |
Card ID | Yes - if API is returning Card ID, we will need a service to look up the full card number using the Card ID. |
Card Holder Name | No - if card data not provided here, we will need to know which API has it instead. |
Card Issue Date | No - if card data not provided here, we will need to know which API has it instead. |
Card Expiration Date | No - if card data not provided here, we will need to know which API has it instead. |
Card Status | No - if card data not provided here, we will need to know which API has it instead. |
*To ensure QFD correctly displays the desired accounts during claim creation, please provide a list of all the account codes that are supported and indicate which ones should and should not be visible.