Financial Services

OOTB - Financial Services - Manage Account Subflow

The OOTB - Financial Services - Manage Account Subflow lets users manage payments, transfers, and account settings.

Purpose

The OOTB - Financial Services - Manage Account Subflow presents users with options to make a payment, make a transfer, update account settings, or update privacy settings. It invokes a subflow to complete each of these actions.

Structure

This flow is divided into sections using teleport nodes:

OOTB - Financial Services - Manage Account Subflow

Presents an HTML page giving users account management options. The flow then branches based on the user’s selection:

  • If the user selects Make a Payment, the OOTB - Financial Services - Make Payment Subflow is invoked. If the user cancels this subflow, the flow progresses to the OOTB - Financial Services - Manage Account Subflow section.

  • If the user selects Make a Transfer, the OOTB - Financial Services - Make Transfer Subflow is invoked. If the user cancels this subflow, the flow progresses to the OOTB - Financial Services - Manage Account Subflow section.

  • If the user selects Account Settings, the OOTB - Financial Services - Account Settings Subflow is invoked. If the user cancels this subflow, the flow progresses to the OOTB - Financial Services - Manage Account Subflow section.

  • If the user selects Privacy Settings, the OOTB - Financial Services - Privacy Settings Subflow is invoked. If the user cancels this subflow, the flow progresses to the OOTB - Financial Services - Manage Account Subflow section.

  • If the user selects Cancel, the flow progresses to the Return Success section.

Return Success

Sends a success JSON response, indicating that the flow has 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

p1UserId

Yes

The current user’s PingOne user ID.

flowCompanyLogo

No

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

flowMethod

No

The flow method.

Output schema

This flow has the following outputs:

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.

Variables and parameters

This flow does not directly use any variable or parameter values.