OOTB - Financial Services - Account Settings Subflow

The OOTB - Financial Services - Account Settings Subflow lets users update account settings.

Purpose

The OOTB - Financial Services - Account Settings Subflow presents users with a form that lets them change their account settings including payment limits and whether online transactions are enabled. The user’s updated settings are saved by PingOne.

Structure

This flow is divided into sections using teleport nodes:

OOTB - Financial Services - Account Settings Subflow

A function node sets flow variables, and a PingOne node verifies that the user exists. An HTML node then presents the user with account management options.

If the user cancels, the flow progresses to the Return Success section.

If the user submits the form, a function node validates the responses, and a PingOne node verifies that the user exists. The flow then branches based on the user’s selection:

If the user enabled online transactions, a PingOne node saves the user attributes, and a success message displays. The flow then progresses to the Return Success section.
If the user disabled online transactions, a PingOne node saves the user attributes, and a warning message displays indicating that online transactions are disabled. The flow then progresses to the Return Success section.

Return Success

Sends a success JSON response, indicating that the flow completed successfully.

Return Error

Uses a function node to enrich the error details, then sends an error JSON response indicating that the flow completed unsuccessfully.

Input schema

This flow has the following inputs:

Input name Required Description

Input name	Required	Description
`p1UserId`	Yes	The current user’s PingOne user ID.
`companyLogo`	No	The company logo to display in user-facing HTML pages.
`flowMethod`	No	The flow method.

p1UserId

Yes

The current user’s PingOne user ID.

companyLogo

The company logo to display in user-facing HTML pages.

flowMethod

The flow method.

Output schema

This flow has the following outputs:

Output Name Description

Output Name	Description
`subflowResult`	The result status of the flow.
`errorMessage`	The error message to pass to the parent flow.
`errorDetails`	The details of the error that occurred.

subflowResult

The result status of the flow.

errorMessage

The error message to pass to the parent flow.

errorDetails

The details of the error that occurred.

Variables and parameters

This flow uses the following variable or parameter values:

Parameter name Description

Parameter name	Description
`p1UserId`	The current user’s PingOne user ID.
`minPaymentLimit`	The minimum payment size for the user.
`maxPaymentLimit`	The maximum payment size for the user.
`currency`	The currency symbol for the user’s locale.
`userPaymentOnline`	Indicates whether online transactions are enabled or disabled.
`userPaymentThreshold`	A threshold above which payments and transfers require approval.
`userPaymentLimit`	The maximum size of online payments or transfers. Online payments or transfers above this limit are denied.

p1UserId

The current user’s PingOne user ID.

minPaymentLimit

The minimum payment size for the user.

maxPaymentLimit

The maximum payment size for the user.

currency

The currency symbol for the user’s locale.

userPaymentOnline

Indicates whether online transactions are enabled or disabled.

userPaymentThreshold

A threshold above which payments and transfers require approval.

userPaymentLimit

The maximum size of online payments or transfers. Online payments or transfers above this limit are denied.