The account summary retriever is expected to deliver the following information:
Summary Title parameters list.
Summary Details parameters list.
Taxpayer Name (required, used internally by the self service product).
Tax Type (optional, used internally by the self service product).
Current balance amount and currency (optional, used internally by the self service product).
Address data.
Retriever logic may also completely override summary title and details text and populate it on the response.
The account summary retriever provided with the base product is implemented for the access type Tax Role . It uses summary instructions defined on the service task type and returns the following details:
Summary title parameters tax type and a taxpayer name, summary details parameters: tax role's start date, outstanding balance, last payment's date and amount.
Account's mailing address.
Tax role's outstanding balance forecasted as of the current date.
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