The Get Bank Account Details API accepts an clientid and returns all the bank account available on that clientid. The API will also return the credit card registered within the ALIP system associated with the clientId.
The following information for the available Bank Account is returned in the response:
Holding
HoldingTypeCode
Banking
BankingSysKey
BankAcctType
AccountNumber
RoutingNum
AcctHolderName
BankName
RoleCount
PolicyId
billId
billingType
PolicyNumber
CreditCardType
CreditCardExpDate
CreditDebitType
CardVerificationNum
| TR ID# | Technical Requirements |
| TR1 | ACORDv2.36 shall be used to communicate. |
| TR2 | ACORD Tx 2035“Get Bank Account tc=2035” is being used for getting the Bank Account and Credit Card details |
| TR3 | Interface must always return an error code and desc in the event of a processing failure in addition to HTTP response code. |
| TR4 | For a success, the response will provide the Bank Account and its details. |
| BR ID# | Business Requirements |
| BR1 | The Get Bank Account details for Client Id should provide the list and details of all the Bank Account for the Client id. Here the client id should be within the ALIP system, having any role. |
| BR2 | Interface returns a list of Bank Account and Credit Card details based on the client id where respective of the role of the client id should be within the ALIP system. |
| BR3 | The Client Id needs to be present in ALIP for the data to be returned. |
N/A
The Client id passed within the request should be of a user within the ALIP system.
The client id passed must belong to an individual type client present within the ALIP system. There is no support for company or trust type clients.
The field specified in the 3.1.1 overview section are not mandatory but will depend on the type of data associated with the client id.
The System will also able to get Card details at the PaymentSource Level.
The Client id and the related data be available within the ALIP system.
| Request Parameters | Description | Mandatory | Allowed values |
| PartySysKey | A number which uniquely identifies a contract number within ALIP. | Y | |
| PartyTypeCode | Type of party existing in the system | N |
| Success | Success Scenario Description | Message Code | Message Description | Message Type | Additional Comments |
| #1 | The get Bank Account Detils on for client id call was successful with details being returned in the output | 1 | Success | Informational | TXLife/TXLifeResponse/TransResult/ResultCode/@tc =1 |
| Error | Error Scenario Description | Message Code | Message Description | Message Type | Additional Comments |
| #2 | The get Bank Account Details for client id call was NOT successful due to a technical error or client id not found. | 5 | Internal Error | Informational | TXLife/TXLifeResponse/TransResult/ResultCode/@tc =5 |