A Functional Activity Codes

This topic contains the functional activity codes available for Retail Deposits and Retail Accounts.

Table A-1 Functional Activity Codes for Retail Deposits

Screen Name/API Name Functional Activity Code Action Description

Deposit Account Opening

IRA_FA_IRAPYIN_SAVE

Initiation

Initiate IRA Deposit Account Opening request.

Deposit Account Opening

IRA_FA_IRAPYIN_AUTH

Authorisation

Approve or Reject IRA Deposit Account Opening request.

Contribution and Distribution

IRA_FA_IRACODIS_SAVE

Initiation

Initiate Contribution or Distribution request into an IRA Deposit.

Contribution and Distribution

IRA_FA_IRACODIS_AUTH

Authorisation

Approve or Reject Contribution or Distribution request into an IRA Deposit.

Account Modification

IRA_FA_TDACMN_SAVE

Initiation

Initiate Account Modification request for an IRA Deposit.

Account Modification

IRA_FA_TDACMN_AUTH

Authorisation

Approve or Reject Account Modification request for an IRA Deposit.

Beneficiary Details Update

IRA_FA_UPDNOM_SAVE

Initiation

Initiate Beneficiary Details Update request for an IRA Deposit.

Beneficiary Details Update

IRA_FA_UPDNOM_AUTH

Authorisation

Approve or Reject Beneficiary Details Update request for an IRA Deposit.

Customer Relationship Maintenance

IRA_FA_CUSREL_SAVE

Initiation

Initiate Customer Relationship Maintenance request for an IRA Deposit.

Customer Relationship Maintenance

IRA_FA_CUSREL_AUTH

Authorisation

Approve or Reject Customer Relationship Maintenance request for an IRA Deposit.

Create Amount Block

IRA_FA_AMTBLK_SAVE

Initiation

Initiate Create Amount Block request for an IRA Deposit.

Create Amount Block

IRA_FA_AMTBLK_AUTH

Authorisation

Approve or Reject Create Amount Block request for an IRA Deposit.

View and Modify Amount Block

IRA_FA_MOAMTBLK_SAVE

Initiation

Initiate Modify Amount Block request for an IRA Deposit.

View and Modify Amount Block

IRA_FA_MOAMTBLK_VIEW

Query Details

View amount block request.

View and Modify Amount Block

IRA_FA_MOAMTBLK_AUTH

Authorisation

Approve or Reject Modification of Amount Block request for an IRA Deposit.

Close Amount Block

IRA_FA_MOAMTBLK_SAVE

Initiation

Initiate Close Amount Block request for an IRA Deposit.

Close Amount Block

IRA_FA_MOAMTBLK_AUTH

Authorisation

Approve or Reject Close Amount Block request for an IRA Deposit.

Payout Modification

IRA_FA_TDPOMN_SAVE

Initiation

Initiate IRA CD Payout modification request.

Payout Modification

IRA_FA_TDPOMN_AUTH

Authorisation

Approve or Reject IRA CD Payout modification request.

Account Transactions

IRA_FA_ACC_TRN

Query Details

View account transaction details.

Certificate

IRA_FA_TDCERT_VIEW

Query Details

View IRA CD Certificate details.

Certificate

IRA_FA_TD_CERTIFICATE

Document Generation

Generate IRA CD Certificate.

Interest Paid Out Details

IRA_FA_TDINPO_VIEW

Query Details

View the Interest paid details on an IRA Deposit.

IRA Plan Details

IRA_FA_IRABAL_VIEW

Query Details

View the IRA plan details.

IRA 360

IRA_FA_DASHBOARD

Query Details

Populate the details of the Deposit on the IRA 360 page.

Table A-2 Functional Activity Codes for Retail Accounts

Screen Name/API Functional Activity Code Action Description

Account Address Update

IRA_FA_ACADRR_SAVE

Initiation

Initiate Account Address Update request for an IRA Account.

Account Address Update

IRA_FA_ACADRR_AUTH

Authorisation

Approve or Reject Account Address Update request for an IRA Account.

Account Closure

IRA_FA_ACCLSR_SAVE

Initiation

Initiate Account Closure request for an IRA Account.

Account Closure

IRA_FA_ACCLSR_AUTH

Authorisation

Approve or Reject Account Closure request for an IRA Account.

Account Preferences

IRA_FA_ACCPRF_SAVE

Initiation

Initiate Account preferences update for an IRA Account.

Account Preferences

IRA_FA_ACCPRF_AUTH

Authorisation

Approve or Reject Account preferences update for an IRA Account.

Account Balance Enquiry

IRA_FA_ACC_BLN_INQ

Query Details

Account Balance Enquiry for an IRA Account.

Query Account Transactions

IRA_FA_ACC_TRN

Query Details

Query Account Transactions for an IRA Account.

Account Status Change

IRA_FA_ACSTCHNG_SAVE

Initiation

Initiate Account Status Change request for an IRA Account.

Account Status Change

IRA_FA_ACSTCHNG_AUTH

Authorisation

Approve or Reject Account Status Change request for an IRA Account.

Activate Dormant Account

IRA_FA_ACTDORM_SAVE

Initiation

Initiate Activation of a Dormant Account for an IRA Account.

Activate Dormant Account

IRA_FA_ACTDORM_AUTH

Authorisation

Approve or Reject Activation of a Dormant Account for an IRA Account.

Create Amount Block

IRA_FA_AMTBLK_SAVE

Initiation

Initiate Create Amount Block request for an IRA Account.

Create Amount Block

IRA_FA_AMTBLK_AUTH

Authorisation

Approve or Reject Create Amount Block request for an IRA Account.

Account Statement Frequency

IRA_FA_ASFSAV_SAVE

Initiation

Initiate Account Statement Frequency change request for an IRA Account.

Account Statement Frequency

IRA_FA_ASFSAV_AUTH

Authorisation

Approve or Reject Account Statement Frequency change request for an IRA Account.

CASA details dashboard

IRA_FA_CASA_DASH

Query Details

IRA 360 details dashboard request for an IRA Account.

Account Closure Validate

IRA_FA_CONSOL_ADHOC_ACC_STMT_GET

Validation

Account Closure Validate request for an IRA Account.

Customer Relationship Maintenance

IRA_FA_CUSREL_SAVE

Initiation

Initiate Customer Relationship Maintenance request for an IRA Account.

Customer Relationship Maintenance

IRA_FA_CUSREL_AUTH

Authorisation

Approve or Reject Customer Relationship Maintenance request for an IRA Account.

IRA Plan Details

IRA_FA_IRABAL_VIEW

Query Details

Plan Details request for an IRA Account.

IRA Contribution Distribution

IRA_FA_IRACODIS_SAVE

Initiation

Initiate IRA Contribution or Distribution request.

IRA Contribution Distribution

IRA_FA_IRACODIS_AUTH

Authorisation

Approve or Reject IRA Contribution or Distribution request.

Update Inherited IRA Details

IRA_FA_IRAINHERIT_SAVE

Initiation

Initiate Inherited IRA Details upate request.

Update Inherited IRA Details

IRA_FA_IRAINHERIT_AUTH

Authorisation

Approve or Reject Inherited IRA Details upate request.

IRA Internal Transfer

IRA_FA_IRAINTTRS_SAVE

Initiation

Initiate Internal Transfer request for an IRA Account.

IRA Internal Transfer

IRA_FA_IRAINTTRS_AUTH

Authorisation

Approve or Reject Internal Transfer request for an IRA Account.

IRA Rollover

IRA_FA_IRAROLOVR_SAVE

Initiation

Initiate Rollover request for an IRA Account.

IRA Rollover

IRA_FA_IRAROLOVR_AUTH

Authorisation

Approve or Reject Rollover request for an IRA Account.

Modify Amount Block

IRA_FA_MOAMTBLK_SAVE

Initiation

Initiate Modify Amount Block request for an IRA Account.

Modify Amount Block

IRA_FA_MOAMTBLK_AUTH

Authorisation

Approve or Reject Modify Amount Block request for an IRA Account.

Fetch Amount Block

IRA_FA_MOAMTBLK_VIEW

Query Details

Fetch Amount Block details for an IRA Account.

Nominee Details Update

IRA_FA_UPDNOM_SAVE

Initiation

Initiate Beneficiary Details Update request for an IRA Account.

Nominee Details Update

IRA_FA_UPDNOM_AUTH

Authorisation

Approve or Reject Beneficiary Details Update request for an IRA Account.