1072 - DNA Core API - Method to Retrieve Accounts in Retrieval - Agent Search

Category Core Specific

Description Determines which subroutine is called during Retrieval and Authentication to retrieve caller accounts for Agent Searches.

Purpose Controls how accounts are retrieved for agent search workflows. Allows institutions to define whether account retrieval is based on member roles or VRU Card Agreement configuration.

Valid Values

• Return accounts which a role for the member which can transact business Returns all accounts where the caller has a role indicating can transact = true.
• Return accounts attached to the VRU Card agreement of the member (requires PIN) Returns all accounts attached to the caller’s VRU Card Agreement. Requires the caller’s PIN as part of Level 1 authentication.

Default Value Return accounts which a role for the member which can transact business

Notes / Dependencies

• Applies to DNA Core API environments.
• Impacts:
  • Agent Search account retrieval behavior
  • Authentication and retrieval subroutine logic
  • PIN requirements for account access
  • Account visibility and transaction eligibility