Service Account - moneyinfo - standard integrations

[jim.farrell]

The moneyinfo operating model required the use of a 'service account' within the client Xplan instance. A service account determines the context and in part the capabilities in which an integrator accesses as a ‘controlled user’ to retrieve client data for use in the third party integrator site. 

Specifically, in relation to the moneyinfo integration, the service account (user) will need to be created by the site admin.  We recommend that it is named in such a manner to clearly identify it as operating on behalf of the moneyinfo integration and it will require the following permissions / access for use with the integration:

Licenses:

• Client Focus
• Core
• IPS

These licenses will allow a user to create the Integration User with the correct set of capabilities.

Capabilities: 

• Client Focus
• Create Client
• Create/Edit Document
• Set Document to Clients Groups
• Set Document to Private
• Edit Client
• List View Clients
• Login
• Remove Group Data
• View Portfolio 

For more information about how moneyinfo use service accounts please refer directly to your moneyinfo account manager.