920 - DNA Core API - Method to retrieve accounts in retrieval - Screen Pop

Category Core Specific

DescriptionDetermines the method used to retrieve accounts during Screen Pop processing when a caller is identified.

Purpose Controls which accounts are returned and displayed to the agent when Screen Pop occurs (for example, in contact center integrations).

Behaviour

  • Account List
    • Returns all accounts in which the caller has a role
    • Role must have “can transact” = true
  • VRU Card Agreement
    • Returns all accounts attached to the agreement of the caller
  • VRU
    • Requires the PIN of the caller to be entered as part of Level 1 authentication
    • Then retrieves accounts based on VRU authentication rules
  1. Caller authenticates in Smart Teller or Smart Info.
  2. System invokes IDI_CoreAPI Retrieval.
  3. Subroutine used is determined by this parameter.
  4. Accounts are returned using the selected method.
  5. Those accounts are then available for inquiries and transactions.

Valid Values

  • Return accounts attached to the VRU Card agreement of the member (requires PIN)
  • Return accounts which a role for the member which can transact business

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

Notes/Dependencies

  • The VRU Card Agreement option requires a PIN as part of Level 1 authentication
  • “Can transact” depends on role configuration in the core system
  • Impacts what the agent sees in Screen Pop, but does not change account entitlements