1060 - Primary Restricted Owner Types_Roles

Category Core Specific

Description Pipe delimited values that define the Name Types (SymXchange) or Account Roles (Core API) that indicate ownership of the share/loan for use in the removal of restricted entities from the Retrieve Info Model.

Purpose Controls which owner types or roles identify ownership when applying restricted entity removal logic. Allows institutions to define ownership-based rules used when filtering restricted shares or loans.

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 1059 – Primary Restricted Account Types_Roles
• Impacts:
  • Retrieve Info Model filtering
  • Ownership-based restriction handling
  • IVR and SmartApps account visibility
  • Restricted entity access controls