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 |
Description | Yes |
Status | Yes |
Status Code | No |
Account Name | No |
Account Nickname | No |
Account Type | No |
Balance | No |
Card Number | No |
Card ID | No |
Card Holder Name | No |
Card Expiration Date | No |
Open Date | No |
Statement Cycle Date | No |
Is Account Enrolled in Auto Pay | No |
Is Overdraft Protection Enabled | No |