1070 - DNA Core API - Method to Retrieve Accounts in Retrieval - Proactive Info

Category Core Specific

Description Defines the method used by the DNA Core API to retrieve accounts for Proactive Info workflows.

Purpose Controls which accounts are returned during Proactive Info retrieval. Allows institutions to determine whether retrieval is based on member roles, transactional eligibility, or VRU card agreement.

Valid Values

Return accounts which a role for the member Returns accounts where the member has an associated role.

Return accounts attached to the VRU Card agreement of the member (requires PIN) Returns accounts linked to the member’s VRU card agreement. Requires PIN authentication.

Default Value Return accounts which a role for the member

Notes / Dependencies

• Applies to DNA Core API environments.
• Impacts:
  • Proactive Info account visibility
  • Member transaction eligibility
  • PIN-based account filtering
  • IVR and SmartApps account retrieval logic