1059 - Primary Restricted Account Types_Roles

Category Core Specific

Description Pipe delimited values that define the Name Types (SymXchange) or Account Roles (Core API) that should trigger removal of restricted entities from the Retrieve Info Model.

Purpose Controls which account types or roles are treated as restricted when evaluating account access. Allows institutions to define specific role or name-type criteria that remove restricted entities from retrieval results.

Valid Values Pipe-delimited list of Name Types or Account Roles.

Default Value None

Notes / Dependencies

• Applies to SymXchange and Core API environments.
• Used in conjunction with 1058 – Remove Primary Restricted Accounts and 1060 – Primary Restricted Owner Types_Roles
• Impacts:
  • Retrieve Info Model filtering
  • Account visibility in IVR and SmartApps
  • Restricted entity handling
  • Access control enforcement