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Intermediation is the process of linking an account or customer record belonging to an individual or organisation to a client list of a business intermediary (such as a tax agent, bookkeeper, payroll bureau etc) so the intermediary can act on their behalf
The intermediation service through the gateway services enables intermediaries to:
Intermediaries can use this service to create and manage links from a client list to a customer master or their accounts on any tax product.
The intermediation service provides the following capabilities through defined service operations on the gateway services:
|Link||Enables linking of
|Delink||Enables delinking of
|Retrieve client list||Enables retrieving of client lists belonging to a business intermediary as well as all of the clients in each list. This can be filtered by client account type or client list ID.|
|Retrieve client||Enables retrieving of the client attributes between a business intermediary and a linked client or client accounts. This can be filtered by a client’s account type.|
View and download the Intermediation Service software developer kit (SDK) to help you integrate:
Identity and Access service
Learn about our soap architecture that we offer through gateway services and how we authorise identity and access to our application types.
The following use cases are examples of sequences of the gateway service operations that can be used to achieve a specific business outcome when using the intermediation service.
|Number||Use cases||Link||Delink||Update||Retrieve Client List||Retrieve Client|
|1||An authorised Business Intermediary is able retrieve their complete list of clients and then request to link a new client to a client list.||2||1|
|2||An authorised Business Intermediary is able to link an existing client’s customer master to a client list.||1|
|3||An authorised Business Intermediary is able retrieve a client’s details (eg client accounts they have access to, if mail or disbursements are redirect to them) and then update client details.||2||1|
|4||An authorised Business Intermediary is able remove a client from a client list.||1||2|
|5||An authorised Payroll Bureau is able to view lists of clients that have been approved or are pending approval.||1|
|6||An authorised Business Intermediary is able to move a client to another client list they manage.||1|