Enrollment Refresh and Summary

The following diagram illustrates the process flow on the My Accounts (Enrollment Summary) portal page.

Implicit Enrollment Refresh

User access information is implicitly refreshed upon login. For example, a business owner that opened a new business and registered it with the tax authority would be automatically given an access to this new business account.

The request is handled by a special web service, TSGetUserEnrollment.

The integration has the following steps:

The results of a successful enrollment refresh may be a creation of one or more new records in user access store. Each record is stumped with the original enrollment ID/line of business combination.

Enrollment Summary

Upon login the self service product displays the user enrollment summary that contains a list of all tax accounts that the user is eligible to view and manage. This is an inquiry request that defines its own web service (TSGetEnrollmentSummary). The integration has the following steps:

  1. The request is initiated from the self service product. The XML message contains the user ID.

  2. The SOA Composite queries the user access store and retrieves all enrollment records. Each record includes tax account identifiers (access type and access keys), line of business, and enrollment ID.

  3. The list of enrollment records is delivered to the system. The processing service script finds the enrollment service task associated with the input enrollment ID, reads the service task type, and calls the account summary retriever. The retriever also marks one enrollment record as a default. When the web service response reaches portal application, this record is automatically pulled into a self service session context.

Summary Contents

The self service product displays tax account highlights on the My Accounts portal page. The single tax account enrollment summary includes two components:

Both parts of the summary are composed using message text with the substitution parameters.

The base product is expected to supply the actual data items, including dates, numbers, and types. This information is used by the self service product as substitution parameters for the Summary messages.

The enrollment summary retriever is expected to deliver the following information:

The enrollment summary retrievers provided with the base product return the following

Note: Refer to the business service C1-GetBusinessTaxRoleSummary as an example of a tax account enrollment summary retriever.