1022 - Core API Employee Determination Method

Category Core Specific

Description Sets the method used to determine if a member is a credit union employee.

Purpose Controls how the system determines employee status within the Core API. Allows institutions to define whether employee identification is based on person-level records or account roles.

Valid Values

• Person Employee status is determined using person-level information.
• Roles Employee status is determined using role-based information.

Default Value Person

Notes / Dependencies

• Applies to Core API environments.
• Used in conjunction with 1023 – Core API Employee Person ID Types
• Impacts:
  • Employee identification logic
  • Access restrictions for employee accounts
  • SmartApps and IVR employee handling
  • Reporting segmentation