If your business requirements are not satisfied by the functionality provided by the base product consider the following customization options:
The information displayed on My Accounts. To customize the contents of a tax account summary you should create custom Access Type Summary Retriever and adjust the enrollment request service task type configurations and also the corresponding configurations in self service product (message).
The way tax accounts owned by the user are determined. Create custom User Access Type Summary retriever(s) and adjust the corresponding enrollment request service task type configurations.
The information required in order to verify self service user identity and credentials If different from what is supported by a base product, you should create new enrollment service task business object to capture the information and implement an alternative User Enrollment Retriever(s). Reconfigure the corresponding enrollment service task types to reference the new business object and set up new request field mapping.
Additional steps should be included in the initial enrollment handling. Utilize standard business object plug in spots available the enrollment service task.
New access type. Implementation of a new access type should be closely coordinated with the self service product.
Define access keys to be used for the new access type. Note: key 1 is always reserved for the Taxpayer ID.
Determine the lines of business that are applicable for this access type.
Implement User Enrollment Retrievers and Access Type Summary Retrievers for all applicable lines of business.
Configure enrollment service task types.
If the implementation should support an option to pay a balance for the tax account defined by this new access type, implement a new payment destination, including distribution rule, if needed.
Create corresponding configurations for Access Type in the self service product and add mapping in the integration layer
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