The Get FI Customer API is a set of basic services used to retrieve the information related to a customer of a specific financial institution (FI).
Having complete, timely, and accurate access to data about a customer is a crucial aspect of any financial institution’s online systems and products.
Value
The Get FI Customer API enables customer to:
- access accurate information about themselves in the system in order to manage their finances
It enables the financial institution to:
- maintain and deepen the relationship with their customer by ensuring customers have all the tools and products needed to successfully manage their finances
It enables the developer to:
- retrieve the customer’s contact, status, and credential data from the Digital Banking system
What is Supported
The Banking Services Technical Documentation in the **API Specs** section fully describes the endpoints, header values, parameters, and responses. Below is an overview of the API capabilities:
- Retrieve Digital Banking data about a particular Customer, a Digital Banking User, including:
- Contact info, such as name, phone number and email address
- User login Id, Credit Union Member Number of Bank Customer Number
- User status on the system (Active, On Hold, Locked, etc.)
- User Products (Digital Banking, Mobile, Bill Pay, etc.)
Additional Product Details
Sample Response for Get FI Customer Request
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<ns5:FICustomer xmlns:ns2="http://schema.intuit.com/domain/banking/financialInstitution/v2">
<ns5:id>b3326436000db5645102055a157ae715</ns5:id>
<ns5:fiId>05526</ns5:fiId>
<ns5:name>Sam U Simulator</ns5:name>
<ns5:memberNumber>100000437</ns5:memberNumber>
<ns5:hostCredential>
<ns4:loginId>100000437</ns4:loginId>
</ns5:hostCredential>
<ns5:person>
<ns4:contactInfo>
<ns4:emailAddress>omar.kabir@candescent.com</ns4:emailAddress>
<ns4:emailReminder>2018-07-12-07:00</ns4:emailReminder>
</ns4:contactInfo>
</ns5:person>
<ns5:channelInfos>
<ns5:channelInfo>
<ns5:channelType>WEB</ns5:channelType>
<ns5:credential>
<ns4:loginId>BHAKUN</ns4:loginId>
</ns5:credential>
<ns5:service>0</ns5:service>
<ns5:id>0</ns5:id>
<ns5:failedLoginCount>0</ns5:failedLoginCount>
<ns5:validLoginCount>1</ns5:validLoginCount>
<ns5:userStatus>
<ns5:limbo>false</ns5:limbo>
<ns5:active>true</ns5:active>
<ns5:newUser>false</ns5:newUser>
<ns5:onHold>false</ns5:onHold>
<ns5:reinitiated>false</ns5:reinitiated>
<ns5:locked>false</ns5:locked>
<ns5:acceptedDisclosure>false</ns5:acceptedDisclosure>
<ns5:appliedForBPElectronicRegistration>false</ns5:appliedForBPElectronicRegistration>
<ns5:needsToAcceptDisclosure>false</ns5:needsToAcceptDisclosure>
<ns5:mustChangePassword>true</ns5:mustChangePassword>
<ns5:invalidEmailId>false</ns5:invalidEmailId>
<ns5:mustChangeAltUserId>false</ns5:mustChangeAltUserId>
<ns5:needsToAcceptSecondaryDisclosure>false</ns5:needsToAcceptSecondaryDisclosure>
<ns5:bpFrontPageFalseBpPendingPaymentsTrue>false</ns5:bpFrontPageFalseBpPendingPaymentsTrue>
<ns5:adminApprovedIBRegistrationInMC>false</ns5:adminApprovedIBRegistrationInMC>
<ns5:fiApprovalPending>false</ns5:fiApprovalPending>
<ns5:reset>false</ns5:reset>
<ns5:mfaEnrolledCookie>false</ns5:mfaEnrolledCookie>
<ns5:mfaMandatory>false</ns5:mfaMandatory>
<ns5:mfaOptional>false</ns5:mfaOptional>
<ns5:inquiryOnly>false</ns5:inquiryOnly>
<ns5:bpOptOut>false</ns5:bpOptOut>
<ns5:smsMobileActivationConfirmed>false</ns5:smsMobileActivationConfirmed>
<ns5:smsMobileEnrolled>false</ns5:smsMobileEnrolled>
<ns5:issoUserEnrolled>false</ns5:issoUserEnrolled>
<ns5:resetIssoUserEnrolled>false</ns5:resetIssoUserEnrolled>
<ns5:entitlements>false</ns5:entitlements>
<ns5:emailMfaEnrolled>false</ns5:emailMfaEnrolled>
<ns5:uspEnrolled>true</ns5:uspEnrolled>
<ns5:temporaryPassword>false</ns5:temporaryPassword>
</ns5:userStatus>
<ns5:lastLoginDate>2020-03-02-08:00</ns5:lastLoginDate>
<ns5:lastLoginDateTime>2020-03-02T12:13:38-08:00</ns5:lastLoginDateTime>
</ns5:channelInfo>
</ns5:channelInfos>
<ns5:billPayEnabled>false</ns5:billPayEnabled>
<ns5:memberRegistrationDate>2013-01-24-08:00</ns5:memberRegistrationDate>
<ns5:productUserInfo>
<ns5:productType>IB</ns5:productType>
</ns5:productUserInfo>
<ns5:productAppUserInfos>
<ns5:productAppUserInfo>
<ns5:appCode>ANDRD</ns5:appCode>
<ns5:lastActivityDate>2020-01-07-08:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>ANDROIDWEARAPP</ns5:appCode>
<ns5:lastActivityDate>2018-04-10-07:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>APISDK</ns5:appCode>
<ns5:lastActivityDate>2020-02-20-08:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>onlineStatement</ns5:appCode>
<ns5:OSPaperStatement>true</ns5:OSPaperStatement>
<ns5:OSEmailReminder>false</ns5:OSEmailReminder>
<ns5:OSDisclosure>false</ns5:OSDisclosure>
<ns5:esignStatus>false</ns5:esignStatus>
<ns5:OSGroup>true</ns5:OSGroup>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>IPAD</ns5:appCode>
<ns5:lastActivityDate>2019-11-12-08:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>ANDRDTBL</ns5:appCode>
<ns5:lastActivityDate>2019-08-28-07:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>AMZNTBL</ns5:appCode>
<ns5:lastActivityDate>2017-06-12-07:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>IPHONEBANKING</ns5:appCode>
<ns5:lastActivityDate>2020-02-06-08:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>APPLEWATCHAPP</ns5:appCode>
<ns5:lastActivityDate>2017-11-16-08:00</ns5:lastActivityDate>
</ns5:productAppUserInfo>
<ns5:productAppUserInfo>
<ns5:appCode>QOL</ns5:appCode>
<ns5:statusCode>ACTIVE</ns5:statusCode>
<ns5:acceptedDisclosureDate>2015-07-29-07:00</ns5:acceptedDisclosureDate>
<ns5:lastActivityDate>2018-02-06-08:00</ns5:lastActivityDate>
<ns5:updateDateTime>2018-02-06T19:16:27-08:00</ns5:updateDateTime>
</ns5:productAppUserInfo>
</ns5:productAppUserInfos>
<ns5:lastSRTDateTime>2020-03-02T08:11:00-08:00</ns5:lastSRTDateTime>
</ns5:FICustomer>
