FLEXBridge API Service Quick Reference as of Oct. 2024

FLEXBridge 2025 FLEXBridge API Documents FLEXBridge API Service Quick Reference as of Oct. 2024

This document provides technical information and available fields for the FLEXBridge Services APIs, designed to integrate with the www.flexcutech.com system. This documentation is intended for technical users and developers working with the FLEX system.

1. Current API Services Overview

The FLEXBridge Services APIs offer a comprehensive suite of services to manage various aspects of member accounts and financial operations within the FLEX system. The currently available API services include:

  • Account Inquiry: Retrieve detailed member and account information.
  • Account Management: Open new member accounts.
  • ATM: Process ATM transactions (used with ITM integrations).
  • Card Processing: Manage member debit and credit card information.
  • Certificate: Manage Certificate of Deposit (CD) accounts.
  • Document: Store, search, and retrieve documents.
  • Internet Banking: Manage Internet Banking profiles.
  • Loan Processing: Create and fund new loans.
  • Share: Open and close secondary share suffixes.
  • Stop Payment: Retrieve or create stop payments.
  • Transaction: Facilitate member account transfers and check withdrawals.
  • Transmission: Retrieve credit union member ACH information.

2. API Service Information and Available Functions

This section details the purpose and available functions for each FLEXBridge API service.

2.1. Account Inquiry API

  • Description: This service retrieves member account information.
  • Search Capabilities:
    • Name
    • Tax ID
    • Account number
    • Partial name
    • Last four digits of Tax ID
    • Last name and first initial
  • Other Functions:
    • Review member account information by Tax ID or account and suffix.
    • Display all share, certificate, and loan suffix information.
    • List all Authorized Signers, Beneficiaries, Co-Borrowers, and Joint Owners.
    • Review Member Account Holds.
    • Review Member Share Overdraft Information.
    • Review Member Account Notes.
    • View Member Transaction History by account and suffix.
    • Retrieve Member Data Records.
    • Retrieve all New Account Numbers Opened.
    • Reset a Member Audio PIN.
    • Audio PIN Validation.
    • Change Audio PIN.
    • Account MICR Lookup.
    • Account Contact Information.
    • Subaccount Available Balance.

2.2. Account Management API

  • Description: This service is used to open new Member accounts. It includes objects and attributes for defining information regarding the Primary account holder, Joint Owner, Authorized Signer, and Beneficiary. It also creates the account’s primary or base share suffix.
  • Available Functions:
    • Open Pending Account: Creates a pending member account, which the credit union finishes opening via the FLEX system.
    • Open New Member Account: Automatically creates a new member account and base share for the credit union within their database.

2.3. ATM API

  • Description: This service processes transactions to Member accounts using an account or card number.
  • Available Functions:
    • Transactions:
      • Account number deposit, withdrawal, transfer, or loan payment.
      • Card number deposit, withdrawal, transfer, or loan payment.
    • Reversals: Each transaction option above has a reversing transaction option.
      • Account number reversal for deposit, withdrawal, transfer, or loan payment.
      • Card number reversal for deposit, withdrawal, transfer, or loan payment.
    • Modifying Transactions: Used when a transaction needs to be modified (e.g., partial transaction reversal).
      • Account number transaction modification for deposit, withdrawal, transfer, or loan payment.
      • Card number transaction modification for deposit, withdrawal, transfer, or loan payment.

2.4. Card Processing API

  • Description: This service contains all data elements regarding member debit and credit card information. It allows adding (debit and credit), maintaining, or reissuing cards.
  • Available Functions:
    • Search for a card by account or card number.
    • Add a new card.
    • Update an existing card.
    • Reissue a card.
    • Block a card.
    • Change a PIN.

2.5. Certificate API

  • Description: This service contains all data elements for adding a new Certificate of Deposit to an existing member’s account.
  • Available Functions:
    • Retrieve the next available suffix for a certificate of deposit.
    • Retrieve certificate type default information from the credit union’s database.
    • Open Certificate of Deposit.

2.6. Document API

  • Description: This service can store, search, and retrieve documents from the document database. All documents stored within the FLEX system are in PDF format, and all file retrieval and storing is in Binary data format.
  • Available Functions:
    • Store document (DocDrop Process).
    • Search document.
    • Retrieve document.

2.7. Internet Banking API

  • Description: This service represents the portion of the FLEXBridge System containing processes for retrieving and updating an Internet Banking profile.
  • Available Functions:
    • Retrieve profile by Tax ID only (displays a list of all Internet Banking profiles tied to individual Tax ID).
    • Retrieve profile by Tax ID and account number.
    • Retrieve profile by username.
    • Create an Internet Banking profile.
    • Reactivate disabled account (requires Member to re-enroll upon next login).
    • Clear Member high-risk security options.
    • Reactivate profile and reset high-risk security (forces the Member to re-enroll in high-risk security upon next login).
    • Add new security contact to profile (existing contacts can be retrieved before adding new contacts).
    • Reset account authentication when username or password has been forgotten (requires Member to re-enroll upon next login).
    • Replace an Internet Banking profile password (resets the password for an Internet Banking profile).

2.8. Loan Processing API

  • Description: This service allows for creating and funding new loans. Refinancing or add-on loans are not currently supported.
  • Supported Loan Types: Consumer, HELOC, mortgage, credit card, auto, lines of credit, shared secured, and other types as represented in the documentation.
  • Additional Features:
    • Distributions to a member(s) share accounts.
    • Loan payoffs currently in service on the FLEX System.
    • Distribution checks.
    • Transfers made directly to the credit union’s FLEX accounting system.
  • Collateral Features: Co-Borrowers, shares, vehicles, real estate, and other miscellaneous forms of collateral.
  • Origination Service Provider Options: Variable rate information, amortized fees, automatic transfers, and payroll deduction for loan payments.
  • Available Functions:
    • Retrieval of the next available loan suffix: Used before loan funding to query for a member’s next available loan type suffix.
    • Create Loan: Writes loan data into the credit union’s Loan Processing database as a pending (or in-process) loan that requires the credit union to complete funding. This allows the credit union to complete the loan entry process by collecting additional data and printing loan forms in the FLEX system before a loan is funded to a Member account.
    • Post Loan: Writes a loan directly into the credit union’s database.

2.9. Share API

  • Description: This service allows for opening new secondary share suffixes or closing existing suffixes.
  • Available Functions:
    • Open share suffix.
    • Close share suffix.

2.10. Stop Payment API

  • Description: This service allows for retrieving or creating stop payments on member accounts.
  • Available Functions:
    • Retrieve stop payment for an account.
    • Create stop payment for an account.

2.11. Transaction API

  • Description: This service allows for member account transfers and check withdrawals, including transfers to pay loans, moving funds between member subaccounts, and member across-account transfers. It does not allow transfers from/to a general ledger to a member account, between general ledgers, or sending a transfer to locations outside the FLEX core system.
  • Available Functions:
    • Post account transfers.
    • Payments.
    • Transfer funds between member accounts or share subaccounts.
    • Check withdrawals.
    • General Ledger Transfers:
      • Transfer funds from a GL to a member account.
      • Transfer funds to a GL from a member account.

2.12. Transmission API

  • Description: This service allows the retrieval of credit union member ACH information. The service response contains information about recent and pending transactions and any set origination disbursements.
  • Available Functions:
    • Retrieve ACH Information for an Account.

3. Available Fields (Detailed)

This section provides a detailed list of available fields within the various API services for both input and output.

3.1. Account Inquiry Service API Fields

  • Account Search Result:
    • Entity Key
    • Account Number
    • Association Type
    • Opened Date
    • Dormancy Date
    • First Name
    • Middle Name
    • Last Name
    • Generation Code
    • Tax ID
    • Tax ID Format Code
    • ID Format Code
    • Birth Date
    • Account Type
    • Sub Account Type
    • Key Word
    • Deceased Code
    • Deceased Date
    • Driver’s License Number
    • Driver’s License State
    • Mother’s Maiden Name
    • Frozen Flag
    • Do Not Allow List
    • Branch Code
    • Home Phone
    • Work Phone
    • Cell Phone
    • Primary Address
    • Emails
  • Account Overview Result:
    • Account Number
    • Account Status Code
    • Account Type
    • Account Description
    • Sub Account Type
    • Branch Code
    • Dormancy Date
    • Last Correspondence date
    • Frozen Account
    • Dividend Eligible
    • Backup Withholding
    • Member Eligibility
    • Force Notes
    • Allow Purge
    • Statement Code
    • Federal Withholding Rate
    • Privacy Protected
    • Risk Level
    • Member ID Number
    • Related Member Code
    • ATM Debit Opt-In Reason
    • Current Receipt Address
    • Current Statement Address
    • Current Tax Form Address
    • Current CC Issue Address
    • Current CD Issue Address
    • Current Physical Address
    • Entity
    • Emails
    • Shares
    • Loans
    • Certificates
    • Joint Owners
    • Authorized Signers
    • Co-Borrowers
    • Credit Scores
    • Non-Sufficient Funds
  • Entity (Primary Member):
    • Entity Key
    • Entity Type
    • First Name
    • Middle Name
    • Last Name
    • Name Suffix
    • Name 1
    • Title
    • Nickname
    • Additional Mailing Line
    • Tax Name
    • Tax ID
    • Tax ID Format Code
    • Tax ID Certified
    • State Tax ID
    • Birth Date
    • Gender
    • Driver’s License Number
    • Driver’s License State
    • Mother’s Maiden Name
    • Security Question Answer
    • Deceased
    • Deceased Date
    • Disabled
    • Bankruptcy
    • Foreign Citizen
    • Living in Foreign Country
    • Caused Loss
    • Insurance Eligible
    • Credit Union Employee
    • Credit Union Employee Code
    • Employer Code
    • Lending Limit
    • Last Update
    • Phones
    • Address
    • Active Military
  • Joint Owner:
    • Entity Key
    • Tax ID
    • Tax ID Format Code
    • Tax ID Certified
    • First Name
    • Middle Name
    • Last Name
    • Additional Mailing Line
    • Birth Date
    • Security Question Answer
    • Active Military
    • Name Suffix
    • Name 1
    • Tax Name
    • State Tax ID
    • Gender
    • Driver’s License Number
    • Driver’s License State
    • Mother’s Maiden Name
    • Security Question Answer
    • Deceased
    • Deceased Date
    • Disabled
    • Bankruptcy
    • Foreign Citizen
    • Living in Foreign Country
    • Caused Loss
    • Insurance Eligible
    • Credit Union Employee
    • Credit Union Employee Code
    • Employer Code
    • Lending Limit
    • Last Update
    • Phones
    • Address
    • Title
    • Nickname
    • Verified OFAC
    • Maiden Name
    • Send Collection Letters
    • Relationship to Primary
    • Rights of Survivorship
    • Suffix List
  • Authorized Signer:
    • Entity Key
    • Tax ID
    • Tax ID Format Code
    • Tax ID Certified
    • First Name
    • Middle Name
    • Last Name
    • Additional Mailing Line
    • Birth Date
    • Security Question Answer
    • Active Military
    • Name Suffix
    • Name 1
    • Tax Name
    • State Tax ID
    • Gender
    • Driver’s License Number
    • Driver’s License State
    • Mother’s Maiden Name
    • Security Question Answer
    • Deceased
    • Deceased Date
    • Disabled
    • Bankruptcy
    • Foreign Citizen
    • Living in Foreign Country
    • Caused Loss
    • Insurance Eligible
    • Credit Union Employee
    • Credit Union Employee Code
    • Employer Code
    • Lending Limit
    • Last Update
    • Phones
    • Address
    • Title
    • Nickname
    • Verified OFAC
    • Maiden Name
    • Suffix List
  • Co-Borrower:
    • Entity Key
    • Tax ID
    • Tax ID Format Code
    • Tax ID Certified
    • First Name
    • Middle Name
    • Last Name
    • Additional Mailing Line
    • Birth Date
    • Security Question Answer
    • Active Military
    • Name Suffix
    • Name 1
    • Tax Name
    • State Tax ID
    • Gender
    • Driver’s License Number
    • Driver’s License State
    • Mother’s Maiden Name
    • Security Question Answer
    • Deceased
    • Deceased Date
    • Disabled
    • Bankruptcy
    • Foreign Citizen
    • Living in Foreign Country
    • Caused Loss
    • Insurance Eligible
    • Credit Union Employee
    • Credit Union Employee Code
    • Employer Code
    • Lending Limit
    • Last Update
    • Phones
    • Address
    • Title
    • Nickname
    • Maiden Name
    • Suffix List
  • Address:
    • City
    • Country
    • Address Line 1
    • Address Line 2
    • State
    • Zipcode
    • Zipcode 4
    • Bad Address Date
    • Address Change Date
    • Last Update Date
  • Phone:
    • Area Code
    • Phone Number
    • Extension
    • County Code
    • Type
  • Email:
    • Account Number
    • Sequence Number
    • Address
    • Statements
    • Receipts
    • Notices
    • Credit Card Statements
    • Mailings
    • Alerts
    • HELOC Statements
    • Bad Address
  • Share Suffix Info:
    • Account Number
    • Suffix Number
    • Share Type
    • Share Group
    • Record Code
    • Current Balance
    • Description
    • Opened Date
    • Closed Date
    • Courtesy Pay Allowed
    • Courtesy Pay
    • Last Transaction Date
    • Insurance Eligible
    • Number of Draft Transfers
    • Default Overdraft Code
    • Default Overdraft Share Suffix
    • Default Overdraft Loan Suffix
    • Overdraft Info List
    • Last Dividend Paid Date
    • Last Statement Balance
    • Cross Reference Number
    • Excess Withdrawal Fee
    • Dividends Disburse Option
    • Where to Pay Dividend Account
    • Where to Pay Dividend Suffix
    • Federal Withholding Code
    • Dormancy Date
    • Last Correspondence Date
    • Charge Off Code
    • Charge Off Amount
    • Frozen
    • Opening Teller
    • Allow Daily Negative Fees
    • Reg E Opt-in
    • Reg E Notice Date
    • Reason for REG E Opt-in
    • Closed Reason
    • CP Enrollment Date
    • Dividend YTD
    • Dividend Last Year
    • Available Balance
    • Available Courtesy Pay
    • Available Overdraft
    • Required Minimum Distribution
    • Accrued Amount
    • Accrued Through Date
    • Last Statement APY
    • Allow Priority Type Change
    • Excessive Withdrawal Fee
    • Transfer or Check Code
    • Transfer Account
    • Transfer Suffix
    • Orig Charged Off Amount
    • NSF Month-to-Date
    • NSF Quarter-to-Date
    • NSF Year-to-Date
    • NSF History-to-Date
  • Loan Suffix Info:
    • Account Number
    • Suffix Number
    • Record Code
    • Loan Type
    • Loan Group
    • Loan Description
    • Opened Date
    • Closed Date
    • Loan Status
    • Cross Reference Number
    • Last Transaction Date
    • First Payment Due Date
    • Maturity Date
    • Payment Due Date
    • Note Number
    • Interest Rate
    • Payment Method
    • Insurance Code
    • Insurance Paid From
    • Payment Frequency
    • Late Charge
    • Late Charge Amount
    • Late Charge Method Code
    • Late Charge Fixed Amount
    • Late Charge YTD
    • Number of Late Charges
    • Fixed or Variable Rate
    • Reportable 1098
    • Security Code
    • Purpose Code
    • Loan Officer
    • Loan Term
    • Insurance Eligible
    • Payment Coupon Code
    • Escrow Suffix
    • Escrow Amount
    • Interest YTD
    • Interest Last Year
    • Scheduled Payment Amount
    • Credit Limit
    • Delinquent Loan
    • Delinquent Amount
    • Delinquent Days
    • Payoff Amount
    • Current Amount Due
    • Current Balance
    • Available Amount
    • Times 30 Days Delinquent
    • Times 60 Days Delinquent
    • Times 90 Days Delinquent
    • Times 120 Days Delinquent
    • Daily Interest
    • Interest Calc Method
    • Last Advance Date
    • Insurance Selling Teller
    • Credit Bureau Code
    • Rebate Code
    • Open or Closed Ended
    • Delinquency Note Code
    • Life Insurance Info
    • Disability Insurance Info
    • Debt Cancellation Info
    • Memo Interest
    • Credit Score
    • Credit Grade
    • Orig Charge Off Amount
    • Charge Off Code
    • Charge Off Amount
    • Charge Off Date
    • Reconveyance Fee
    • Early Payoff Fee
    • Last Transaction Date
  • Certificate Suffix Info:
    • Account Number
    • Suffix Number
    • Record Code
    • Certificate Type
    • Certificate Group
    • Opened Date
    • Closed Date
    • Current Balance
    • Description
    • Interest YTD
    • Interest Last Year
    • Maturity Date
    • Pledge
    • Accrued Amount
    • Accrued Through Date
    • Rate
    • Available Balance
    • Last Statement Balance
    • Accrued Amount
    • Accrued Through Date
  • Holds:
    • Account Number
    • Suffix
    • Days to Hold
    • Draft Number
    • Reason
    • Location
    • Date of Hold
    • Amount
    • Time of Hold
  • Credit Score List:
    • Credit Bureau Name
    • Score Type
    • Score Date
    • Grade
    • Score
  • Non-Sufficient Funds:
    • Account Number
    • Suffix
    • Day in Century
    • Sequence Section of Key
    • Amount
    • Draft Number
    • Description Trace
    • Return Date
    • Process Date
    • Subsystem
    • Return Paid Code
    • Fee Code
  • Notes:
    • Account Number
    • Suffix
    • Note Expiration Date
    • Creation Date
    • Last Modified
    • Teller ID
    • Subject
    • Text
    • Note Category
    • Note Priority
    • Force View Tran Entry
    • Allow Edit
    • Show Note in Scroll
  • Suffix History:
    • Account Number
    • Suffix
    • Transaction Number
    • Actual Date
    • Transaction Time
    • Effective Date
    • Interest Calculation Date
    • Payment Due Date
    • Amount
    • Balance Before
    • Interest
    • Interest Rate
    • Memo Interest
    • Late Fee
    • Memo Late Fee
    • Partial Payment Amount
    • Available Balance Change
    • Available Balance Before
    • Branch
    • Description
    • Description Masked
    • Description 2
    • Description 2 Masked
    • IRA Code
    • Teller ID
    • Type
    • Group Type
    • Transaction Type
    • OP Code
    • Check Image Sequence Number
    • Check Number
    • Reference Number
    • Transaction Code
    • Debit or Credit
    • Electronic Information
    • Electronic Transaction Date
    • Electronic Transaction Time
    • Electronic Location Code
    • Electronic Description
    • Trace Number

3.2. New Account Service API Fields

  • New Account Info:
    • Account Type
    • Branch Code
    • Statement Code
    • Member Eligibility
    • Insurance Eligible
    • Account Source Code
    • Forced Notes
    • Account Description
    • Risk Level
    • New Account UDFs (1-17)
  • Entity (Primary Member): (Same fields as Account Inquiry Entity)
  • Emails: (Same fields as Account Inquiry Email)
  • Addresses: (Same fields as Account Inquiry Address)
  • Joint Owner: (Same fields as Account Inquiry Joint Owner)
  • Authorized Signer: (Same fields as Account Inquiry Authorized Signer, with added Relationship to Primary and Mobile Access)
  • Beneficiary:
    • Entity Key
    • Tax ID
    • Tax ID Format Code
    • Tax ID Certified
    • First Name
    • Middle Name
    • Last Name
    • Additional Mailing Line
    • Birth Date
    • Security Question Answer
    • Active Military
    • Name Suffix
    • Name 1
    • Tax Name
    • State Tax ID
    • Gender
    • Driver’s License Number
    • Driver’s License State
    • Mother’s Maiden Name
    • Security Question
    • Security Question Answer
    • Relationship to Primary
    • Mobile Access
    • Death Payout Percentage
    • Deceased
    • Deceased Date
    • Disabled
    • Bankruptcy
    • Foreign Citizen
    • Living in Foreign Country
    • Caused Loss
    • Insurance Eligible
    • Credit Union Employee
    • Credit Union Employee Code
    • Employer Code
    • Lending Limit
    • Last Update
    • Phones
    • Address
    • Title
    • Nickname
    • Maiden Name
    • Suffix List
  • Base Share Info: (Similar to Share Suffix Info, with some differences like Share UDFs)
    • Account Number
    • Suffix Number
    • Share Type
    • Opened Date
    • Closed Date
    • Courtesy Pay Allowed
    • Last Transaction Date
    • Insurance Eligible
    • Number of Draft Transfers
    • Default Overdraft Code
    • Default Overdraft Share Suffix
    • Default Overdraft Loan Suffix
    • Last Dividend Paid Date
    • Cross Reference Number
    • Excess Withdrawal Fee
    • Dividends Disburse Option
    • Where to Pay Dividend Account
    • Where to Pay Dividend Suffix
    • Federal Withholding Code
    • Dormancy Date
    • Last Correspondence Date
    • Charge Off Code
    • Charged Off Amount
    • Frozen
    • Opening Teller
    • Allow Daily Negative Fees
    • Reg E Opt-In
    • Reg E Notice Date
    • Closed Reason
    • CP Enrollment Date
    • Dividend YTD
    • Dividend Last Year
    • Available Balance
    • Available Courtesy Pay
    • Available Overdraft
    • Required Minimum Distribution
    • Accrued Amount
    • Accrued Through Date
    • Last Statement APY
    • Share UDFs (1-17)
  • Credit Scores: (Same fields as Account Inquiry Credit Score List, with added Social Security Number and Processor Type)
  • Notes: (Same fields as Account Inquiry Notes)
  • Employer:
    • Employer Info
      • Employer Name
      • Contact Name
      • Contact Phone
      • Contact Extension
      • Address Line 1
      • Address Line 2
      • City
      • State
      • Zipcode
      • Zipcode 4
    • Employment Information
      • Start Date
      • End Date
      • Title Position
      • Full or Part-time
      • Base Pay
      • Pay Frequency
      • Comment Line 1
      • Comment Line 2
      • Comment Line 3
      • Comment Line 4

3.3. Loan Service API Fields

  • Loan Information:
    • Loan Group
    • Loan Type
    • Loan Account Number
    • Loan Suffix
    • Disbursement Date
    • First Payment Date
    • Estimated Maturity Date
    • Due Date
    • Date Interest Calculated Through
    • Loan Description
    • Note Number
    • Original Balance
    • Scheduled Payment Amount
    • Interest Rate
    • Open or Close Ended Code
    • Payment Method
    • Interest Rebate Code
    • Interest Exempt Amount
    • Insurance Source Suffix
    • Payment Frequency
    • Charged Late Fee
    • Late Charge Calc Method
    • Variable Rate Group
    • Active Military
    • Reporting 1098
    • Security Code
    • Purpose Code
    • Pool ID
    • Credit Limit
    • Loan Officer Code
    • Number of Payments
    • Payment Coupons
    • Late Charge Fixed Amount
    • Escrow Suffix
    • Escrow Amount
    • Collection Call Back Date
    • Collection Officer
    • Balloon Payment Rollover
    • Term
    • Skip Payment Begin Date
    • Skip Payment End Date
    • Insurance Certificate
    • Debt Cancellation Election Date
    • Debt Cancellation Balloon Coverage Flag
    • Suffix Included in Bankruptcy
    • Memo Interest
    • Additional Payment Amount
    • Application Teller
    • Number
    • Disability Insurance Type
    • Disability Insurance Plan Code
    • Credit Disability Election
    • Application Date
    • Approval Teller
    • Date
    • Approval Date
    • Credit Disability Employee Code
    • Loan Disbursement Teller
    • Credit Disability Balloon Coverage Flag
    • Life Insurance Type
    • Life Insurance Code
    • Credit Life Election Date
    • Credit Life Employee Code
    • Credit Life Balloon Coverage Flag
    • Joint Insured Last Name
    • Joint Insured First Name
    • Joint Insured Middle Name
    • Joint Owner Birthday
    • Cross Reference Number
    • Delinquency Notice Code
    • Credit Bureau Account Type
    • Compliance Condition Code
    • Compliance Condition Code Reporting Date
  • Consumer Information:
    • Indicator Reporting Date
    • Census Tract
    • Credit Grade
    • Credit Score
    • Freeze Credit Limit
    • Frozen Flag
    • Special Comment Flag
    • Credit Bureau Code
    • Debt Cancellation Type
    • Debt Cancellation Plan Code
    • Debt Cancellation Election Code
    • Loan Disbursement Date
    • Consumer Information Indicator
    • Dealer Key
    • Dealer Payout Rate
    • Single Premium Credit Disability Amount
    • Single Premium Life Amount
    • Loan Amount to Disburse
    • Payoff for Refinance
    • Financed Prepaid Finance Charge
    • Cash PrePaid Finance Charge
    • Finance Filing Fee
    • Cash Filing Fee
    • Prepaid Interest
    • Review Teller
    • Review Date
    • Current Debt to Income Ratio
    • New Debt to Income Ratio
    • Total Credit
    • Unsecured Credit
    • Available Credit
    • Loan Source
    • Insurance Selling Teller
    • Draw Expiration Date
    • Branch Code
    • Workstation ID
    • Insurance Eligible
  • Check Disbursement List:
    • Amount
    • Account Name
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Financed Fee
  • Loan Disbursement List:
    • Member Account Number
    • Member Suffix
    • Amount
    • Description
    • Financed Fee
  • Share Disbursement List:
    • Member Account Number
    • Member Suffix
    • Amount
    • Description
    • Financed Fee
  • GL Disbursement List:
    • GL Account Number
    • Amount
    • To Description
    • Financed Fee
    • From Description
    • Partially Credit Union Retained
  • Co-Borrower Information List:
    • Original Liability Amount
    • Current Liability Amount
    • Current Liability Last Update
    • Scheduled Release Date
    • Description
    • Liability Percentage
    • Loan Balance Deduction
    • Liability Maximum
    • Association Code
    • Active Military
    • Current and Other Addresses
      • Address Line 1
      • Address Line 2
      • City
      • State
      • Zipcode
      • Zipcode 4
      • Country Code
      • Certified
      • Address Change Date
      • Last Update Date
    • Delinquent Notice
    • Spouse
    • Report to Credit Bureau
    • Bankrupt
    • Credit Grade
    • Credit Score
    • Entity (Same fields as Account Inquiry Entity)
    • Phones (Same fields as Account Inquiry Phone)
  • Vehicle Collateral List:
    • Original Value
    • Current Value
    • Book Value
    • Date Current Value Calculated
    • Date Originally Secured
    • Date Scheduled to be Released
    • Description
    • Short Vehicle Description
    • Vehicle Make
    • Vehicle Model
    • Vehicle Year
    • Vehicle Number
    • Vehicle Type
    • Does Credit Union Hold UCC
    • UCC Expiration Date
    • Title Information
      • Title Application Date
      • Title Number
      • Title Received Date
      • Title Address
      • Title Home Phone
      • Title Business Phone
      • Deed held
      • Lien Holder Position
    • First Insurance Information
      • Insurance Company Code
      • Agent Name
      • Agent Address
      • Agent Office Phone
      • Agent Cell Phone
      • Agent Email Address
      • Policy Number
      • Credit Union Purchased
      • Financed Into Loan
      • Coverage Description
      • Cost
      • Expiration Date
    • Second Insurance Information (Same fields as First Insurance Information)
    • Gap Coverage
      • Insured
      • Insurance Expiration Date
      • Policy Number
      • Company Name
      • Amount
    • VSI Coverage (Same fields as Gap Coverage)
    • Service Contract Coverage (Same fields as Gap Coverage)
    • Service Contract Phone
    • Title Information (Additional fields)
      • License Plate Number
      • Title Application Date
      • Color
      • Odometer
      • Vehicle Condition
      • License Plate State
      • Body Style
      • Trade-in Value
      • Retail Value
      • Loan Value
      • Value Date
    • Repossession Company Name
    • Repossession Office Phone
    • Repossession Request Date
    • Repossession Actual Date
    • Title Held by Name
    • Title Held by Address 1
    • Title Held by Address 2
    • Title Held by City
    • Title Held by State
    • Title Held by Zipcode
    • Title Held by Zipcode 4
    • Title Held by Office Phone
    • Title Held by Cell Phone
    • Title Held by Email Address
    • Does Credit Union Hold Title
  • Miscellaneous Collateral List:
    • Share Account Number
    • Share Suffix
    • Original Value
    • Current Pledge Amount
    • Date Current Pledge Calculated
    • Date Secured
    • Schedule Released Date
    • Description
    • Address Line 1
    • Address Line 2
    • Does Credit Union Have UCC
    • UCC Expiration
    • Title Business Phone
    • Deed held
    • Lienholder Position
    • First Insurance Information (Same fields as Vehicle Collateral)
    • Second Insurance Information (Same fields as Vehicle Collateral)
    • Registered Owner Name 1
    • Registered Owner Name 2
    • Gap Coverage (Same fields as Vehicle Collateral)
    • Insured
    • Date Current Value Calculated
    • Date Originally Secured
    • Date Schedule to be Released
    • Description
    • Parcel Number
    • Legal Description
    • Insurance Expiration Date
    • Policy Number
    • Company Name
    • Amount
    • VSI Coverage (Same fields as Vehicle Collateral)
    • Service Contract Coverage (Same fields as Vehicle Collateral)
    • Service Contact Phone
  • Share Collateral List:
    • Share Account Number
    • Share Suffix
    • Original Pledge Amount
    • Date Current Pledge Calculated
    • Original Date Secured
    • Date Scheduled to be Released
    • Description
    • Percentage
    • Loan Balance Deduction
    • Maximum Pledge Amount
  • Real Estate Collateral List:
    • Original Value
    • Current Value
    • Address Line 1
    • Address Line 2
    • Title Information (Same fields as Vehicle Collateral)
    • First Insurance Information (Same fields as Vehicle Collateral)
    • Second Insurance Information (Same fields as Vehicle Collateral)
    • Registered Owner Name 1
    • Registered Owner Name 2
    • Gap Coverage (Same fields as Vehicle Collateral)
    • VSI Coverage (Same fields as Vehicle Collateral)
    • Service Contract Coverage (Same fields as Vehicle Collateral)
    • Service Contract Phone
    • Flood Coverage
      • Insurance
      • Insured
      • Insurance Expiration Date
      • Policy Number
      • Company Name
      • Amount
  • Variable Rate Extension:
    • Original Rate
    • Max Life Increase
    • Max Life Decrease
    • Max Incremental Increase
    • Max Incremental Decrease
    • Rate Floor
    • Rate Ceiling
    • Rate Sent on Pre-Notice
    • Payment Sent on Pre-Notice
    • Last Pre-Notice Send Date
    • Pre-Notice Term
    • Pre-Notice Date to be Paid
    • Pre-Notice New Remaining Term
    • Pre-Notice Old Remaining Term
    • Pre-Notice Balance Used
    • Rate Change Frequency
    • Change Option
    • Days Before Change to Notify
    • Next Rate Change Date
    • Anniversary Date
    • Original Rate This Year
    • Max Increase Year
    • Max Decrease Year
    • Prime Change Plus/Minus
    • Prime Change Amount
    • Index Rate Based Upon
    • Rate Group
  • Amortized Fees:
    • Fee Code
    • Amortized Type
    • Start Date
    • Original Amount
    • Remaining Amount
    • Forced Amount
    • Term
    • Frequency Monthly or Quarterly Only
    • GL Payable Account
    • GL Expense Account
    • GL Depreciation Account
  • Automatic Transfer List:
    • Taken From Account Number
    • Taken From Suffix
    • Given To Account
    • Given To Suffix
    • Next Run Date
    • Amount of Transfer
    • Frequency
    • Description for History
    • Start Date
    • Stop Date
    • Allow Partial Transfers
    • Partial Transfer Amount
    • Consider Loan Due Date
    • Override Available Funds
    • Use Loan Payment Amount
    • User Maintenance
    • Posting Group Number
  • Credit Card Category List:
    • Category Code
    • Description
    • Credit Limit
    • Interest Rate
    • Expiration Date
    • Expiration Action
    • Expiration Category
    • Expiration Rate
    • Maximum Days Delinquent
    • Delinquent Action
    • Delinquency to Action
    • Delinquency to Category
    • Delinquency to Rate
    • Last Date Debit Allowed
    • Maximum Debit Count
    • Debits Greater than Maximum Alternative Category
    • Advance Fee Code
    • Max Life Increase
    • Max Life Decrease
    • Max Incremental Increase
    • Max Incremental Decrease
    • Max Increase Year
    • Max Decrease Year
    • Rate Floor
    • Rate Ceiling
    • Rate Change Frequency
    • Days Before Change to Notify
    • Next Rate Change Date
    • Anniversary Date
  • Credit Card Loan:
    • Cash Advance Fee Flag
    • Over Limit Fee Flag
    • Late Fee Flag
    • Annual Fee Amount
    • Annual Fee Month
  • HELOC Information:
    • Cash Advance Fee Flag
    • Over Limit Fee Flag
    • Loan Type Conversion
    • New Type
    • Conversion Date
    • Notice Date
    • New Term
    • Recalculate Payment Flag
    • Reset Loan Open Date
    • Set Open Close Ended Code
  • Payroll Information List:
    • Advance Fee Percentage
    • Advance Fee Amount
    • Advance Fee Minimum Amount
    • Advance Fee Maximum Amount
    • Key Field
    • Variable Rate Group
    • Original Rate
    • Index Rate Based Upon
    • Prime Change
    • Prime Change Amount
    • Payroll ID
    • Start Date
    • Credit Amount
    • Use Loan Payment Amount
    • Points Paid
    • Loan Account Number
    • Loan Suffix
    • User Defined 09
    • Balance at End Action
    • Tax Year Points Applied
    • User Defined 10
    • Points Paid on Principle Residence
    • User Defined 11
    • Due Date at Start Action
    • Due Date at End Action
    • User Defined 12
    • Skip From at Start Action
    • Mortgage Insurance
    • User Defined 13
    • User Defined 14
    • Skip From at End Action
    • Delinquent Amount at Start Action
    • User Defined 15
    • User Defined 16
    • Delinquent Amount at End Action
    • Delinquent Days at Start Action
    • User Defined 17
    • Delinquent Days at End Action
  • ACH Distribution List:
    • ACH Group
    • From Account Number
    • From Suffix
    • Priority
    • To Account Number
    • To Suffix
    • ACH Amount
    • Transaction Description
    • Status
    • Start Date
    • Stop Date
    • IRA Code
    • Allow Partial
    • Use Loan Payment Amount
    • Use Loan Due Date
    • Due Date Grace Days
    • Alternative Payee Sequence
    • Frequency
    • Last Run Date
    • Next Run Date
    • Cure Negative Distribution
    • Name ACH Entry
  • Temporary Modification List:
    • Loan Account Number
    • Loan Suffix
    • Loan Sequence Begin Date
    • Loan Sequence Number
    • Operation Type
    • Annual Sequence
    • Sequence End Date
    • Start Action Date
    • End Action Date
    • Original Return Payment Amount
    • Reduce Payment Amount
    • Number of Grace Days
    • Include in Counter
    • Manager ID Who Overrode Maximum
    • Action
    • Number of Periods to Delay
    • Delays Based on Date
    • Direction From Delay Date
    • Period Begin Date
    • Period End Date
    • Sequence Frequency
    • Number of Periods to Comply
    • Compliance Date
    • Compliance Based on Date
    • Delinquent Payments Allowed in Period
    • Delinquent Payments Allowed in Loan Life
    • Increased or Decreased Rate
    • Amount to Adjust Rate By
    • Group Sequence Originated
    • Promo Sequence Associated
    • Loan Officer Who Keyed in Sequence
    • Charged Fee for Sequence
  • User Defined Fields:
    • Entry Time
    • Rate at Start
    • Return Rate
    • Rate During Sequence
    • User Defined 01
    • Justification for Sequence
    • User Defined 02
    • Variable Code to Return to at Sequence End
    • User Defined 03
    • History Sequence at Start Action
    • User Defined 04
    • User Defined 05
    • History Sequence at End Action
    • User Defined 06
    • User Defined 07
    • Balance at Start Action
    • User Defined 08
  • Credit Score List: (Same fields as Account Inquiry Credit Score List, with added Loan Account Number, Loan Suffix, Social Security Number, Processor Type)
  • Loan Type Conversion:
    • New Type
    • Conversation Date
    • Notice Date
    • New Term
    • Recalculate Payment Flag
    • Reset Loan Open Date
    • Set Open Closed End Code

3.4. Share Service API Fields

  • Share Info: (Similar to Share Suffix Info in Account Inquiry, with added Share UDFs)
    • Account Number
    • Suffix Number
    • Share Type
    • Opened Date
    • Closed Date
    • Courtesy Pay Allowed
    • Last Transaction Date
    • Insurance Eligible
    • Number of Draft Transfers
    • Default Overdraft Code
    • Default Overdraft Share Suffix
    • Default Overdraft Loan Suffix
    • Last Dividend Paid Date
    • Cross Reference Number
    • Excess Withdrawal Fee
    • Dividends Disburse Option
    • Where to Pay Dividend Account
    • Where to Pay Dividend Suffix
    • Federal Withholding Code
    • Dormancy Date
    • Last Correspondence Date
    • Charge Off Code
    • Charged Off Amount
    • Frozen
    • Opening Teller
    • Allow Daily Negative Fees
    • Reg E Opt-in
    • Reg E Notice Date
    • Closed Reason
    • CP Enrollment Date
    • Dividend YTD
    • Dividend Last Year
    • Available Balance
    • Available Courtesy Pay
    • Available Overdraft
    • Required Minimum Distribution
    • Accrued Amount
    • Accrued Through Date
    • Last Statement APY
    • Share UDFs (1-17)
  • Joint Owner: (Same fields as Account Inquiry Joint Owner)
  • Authorized Signer: (Same fields as Account Inquiry Authorized Signer, with added Relationship to Primary and Mobile Access)
  • Beneficiary: (Same fields as New Account Service Beneficiary)

3.5. Certificate Service API Fields

  • Retrieve Certificate Type Defaults:
    • Liability or Capital GL
    • Dividend Offset GL
    • Dividend Payable GL
    • Penalty Revenue GL
    • Backup Withholding GL
    • Rate
    • Days in Calculating Year
    • Dividend Frequency
    • Compound Daily
    • Renewal Code 1
    • Renewal Code 2
    • Renewal Code 3
    • Renewal Code 4
    • Term
    • Term Code
    • Penalty Days
    • Penalty Grace Days
    • Penalty Cut Into Balance
    • Penalty Rate
    • Penalty From Original or Current Balance Code
    • Step Up Date Reference
    • Renew as Type
    • Type
    • Description 4 Characters
    • Description 6 Characters
    • Description 10 Characters
    • Description 16 Characters
    • Group
    • Certificate UDFs (1-17)
  • Create Certificate:
    • Certificate Type
    • Account Number
    • Suffix Number
    • Description
    • Agreed Monthly Deposit
    • Original Balance
    • Rate
    • Dividend Frequency
    • Compound Interest Daily
    • Variable Rate Code
    • Account Receiving Dividend
    • Suffix Receiving Dividend
    • Step Up Frequency
    • Step Up Count
    • Step Up Date
    • Maturity Date
    • Next Dividend Pay Date
    • Last Dividend Calculation
    • Opened Date
    • Renewal Code 1
    • Federal Withholding GL
    • Federal Withholding Rate
    • Federal Withholding Code
    • Dividend or Interest Date
    • Annual Percentage Yield
    • Renewal Code 2
    • Renewal Code 3
    • Renewal Code 4
    • State Withholding GL
    • State Withholding Rate
    • State Withholding Code
    • Penalty Basis for Partial Withdrawal
    • Active
    • Minimum Balance
    • Minimum Add-on Amount
    • Maximum Balance Amount
    • Where to Pay Interest Code
    • Variable Rate Code
    • Required to Withdraw Interest
    • Adjust Rate on Initial Deposit
    • Backup Withholding Rate
    • Step Up Frequency
    • Step Up Max Allowed
    • Certificate Number
    • Renew Type
    • Transfer Suffix
    • Penalty Days
    • Penalty Grace Period
    • Penalty Cut Into Balance
    • Referral Code
    • Federal Withholding Code
    • State Withholding Code
    • Sep IRA
  • Joint Owner: (Same fields as Account Inquiry Joint Owner)
  • Beneficiary: (Same fields as New Account Service Beneficiary)

3.6. Internet Banking Service API Fields

  • FT User:
    • Record Code
    • SSN
    • Username
    • First Account Number
    • Active User
    • Date Activated
    • Disable
    • Reason Disabled
    • Date Disabled
    • Cross Reference Number
    • Participation Code
    • Mobile User
    • Contacts
      • Label
      • Address

3.7. Card Processing Service API Fields

  • Retrieve Card Information:
    • Account Number
    • Card Number
    • Card Type
    • Cross Reference Number
    • Card Notes
    • Participation Code
    • Plastic Number
    • Open Date
    • Block Information
    • Card Limits
    • Last Issue Information
    • Pending Issue Information
    • Current Expiration Date
    • Activation Code
    • Card Holder Information
      • First Name
      • Middle Initial
      • Last Name
    • Association Code
    • PIN Offset
    • Card Funding Suffix Info
    • Fees Active
  • Add New Card Information:
    • Account Number
    • Card Number
    • Plastic Number
    • Card Type
    • Open Date
    • Last Issue Information
    • Current Expiration Date
    • Card Holder Information
      • First Name
      • Middle Initial
      • Last Name
    • Association Code
    • Fees Active

3.8. Stop Payment Service API Fields

  • Create Stop Payment:
    • Account Number
    • Suffix
    • Draft Number
    • From Draft Number
    • To Draft Number
    • Sequence Number
    • Amount
    • Release Date
    • Entered Date
    • Reason
    • Charge Fee
    • Setup Fee
    • Fee Suffix
    • Print Notice
  • Retrieve Stop Payment:
    • Account Number
    • Suffix
    • Draft Number
    • Sequence Number
    • Amount
    • Release Date
    • Entered Date
    • Reason
    • Member Name

3.9. ATM Service API Fields

  • Account/Card Transactions:
    • Card Number
    • Account Number
    • Suffix
    • Plastic Number
    • Account Type
    • Amount
    • Trace Number
    • Terminal Timestamp
    • Settlement Date
    • Transaction Fee
    • Institution ID
    • Track 2 Data
    • Retrieval Reference Number
    • Terminal ID
    • Location
    • Merchant
    • Network
    • Denial Code
    • D1 Processing Code
    • Cash Amount
    • Check Amount
    • From Account Type
    • To Account Type
    • From Suffix
    • To Suffix

3.10. Transactions Service API Fields

  • Check Withdrawal:
    • From Account
    • From Suffix
    • From Tran Description
    • Transaction Amount
    • Accept Fees
    • Accept Warnings
    • Calculate Fee
  • Account Transfer:
    • From Account
    • From Suffix
    • From Tran Description
    • To Account
    • To Suffix
    • To Tran Description
    • Accept Fees
    • Accept Warnings
    • Calculate Fee
    • Principle Only Payment
    • Reg D Transfer
    • Allow Suffix Balance to Go Negative
    • Credit Card Adjustment
  • Transaction Fee List:
    • Amount
    • Description
    • GL Account Number

3.11. Transmission Service API Fields

  • ACH Distribution List:
    • ACH Group
    • From Account Number
    • From Subaccount Number
    • Priority
    • Sequence Number
    • Name From ACH Entry
    • To Account Number
    • To Account Subaccount Number
    • Amount
    • Use Payment Amount
    • Use Due Date
    • Stop Payment Date
    • Transaction Description
    • Frequency
    • Due Date Grace Days
    • Allow Partial Amount
    • IRA HAS Code
    • Last Run Date
    • Next Run Date
    • Restart Payment Date
    • Stop Payment
    • Alternate Payee Sequence Number
  • ACH Pending List:
    • Record Code
    • Sequence Number
    • Company Sequence
    • ACH Account Number
    • Transaction Code
    • Transaction Amount
    • Member Name
    • Transaction Effective Date
    • Trace number
  • ACH Account List:
    • Exception Reason
    • Individual Id Information
    • Route Number
    • Company Id
    • ACH Account Number
    • Account Type
    • Company Name
    • Description
    • Account Name
    • Company Name
    • Charge Fee
    • Entry Class
    • Return Code
    • Stop Table Sequence
    • Deceased Date or R69 Reason
    • Stop Or Revoke
    • Secondary Entry Class
    • Flag OFAC Suspect
    • IAT Check Number
    • Overdraft Sequence Number
    • Settlement Date
    • Open
  • ACH Origination List:
    • Company Sequence Number
    • Detail Sequence Number
    • Record Code
    • Frequency
    • Last Send Date
    • Processing Date
    • Effective Date
    • Pre-Note Date
    • Member Account Number
    • Member Subaccount Number
    • Verify Funds Available
    • Transaction Description
    • Fee Amount
    • Fee Account Number
    • Fee Subaccount Number
    • Consider Due Date
    • Use Loan Payment Amount
    • IRA Code
    • Transaction Code
    • Receiving DFI
    • Receiving DFI Check Digit
    • DFI Amount Number
    • Amount
    • Individual Name
    • Individual Id Number
    • Discretionary Data
    • Addenda Information
    • Next Processing Date
    • Effective Date Adjust
    • Start Date
    • Company Name