Participant APIs | REST

A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.

Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

Participant Id

Specify the participant’s language preference. The corresponding response will then return text/string values in the language specified, defaulting to English if not specified or if an invalid value is sent. Note: If Spanish or French is requested and a particular field does not have a translated value (Spanish or French), then the English text value will be returned.

A system generated ID for the benefit account being retrieved

The account type code for the benefit account

Indicate if the URI parameters are encrypted or not. 1: encrypted, 0: decrypted, default to 0.

Flag Used to identify the accountholder is eligible for HSA Advance: 1 - Eligible for HSA advance, 0 - Ineligible for HSA advance. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

This item is configured on the Employer Plan in WCA. Use this custom label with the Carryover Amount provided on this service.

This field is related to the carryover feature, if enabled. Expiring Amount Custom Label - this label is configured on the employer plan edit page.

This item is configured on the Employer Plan in WCA. Use this message to help explain to the participant how carryover works for this plan.

This field is related to the carryover feature, if enabled. The amount that will not carry over after the carryover period ends

Total amount rolled over from prior year account to current year less any amount that rolled out.

Flag to identify if plan has coverage continuation or not. Coverage Often called "Spend Down" - when enabled this option allows the participant to submit for dates of service after the termination date through the plan end date. 1 - When coverage continuation is set, 0 - When coverage continuation is not set

Identifier for the flex account from which funds rolled or will roll to this account.

Balance which is not spent within the plan year and will be carried over for the next year.

Date on which deductible is met. Date will be in YYYYMMDD format

An integer indicating the grace period deductible status: 0 - No Deductible - This plan does not track whether a deductible is met or not., 1 - Deductible Not Met - the plan tracks a deductible, but the deductible has not been met. SCCs and MCCs are limited based upon plan setup., 2- Deductible Met - the deductible has been met (opens up eligible MCCs or SCCs for the participate - i.e., plan becomes 'full purpose'), 4 - No Deductible Limited - means the plan does not track a deductible and this account is a limited purpose account

Date on which grace period deductible is met. Date will be in YYYYMMDD format. The system tracks whether a participant met their deductible in the grace period since the grace period is usually a new deductible year for the participant. If this date is not set, then the deductible for the new deductible year has not yest been met. Note: Flagging the deductible as met during the prior year's grace period also updates the deductible met status for the current year.

When the pretax limit feature is enabled, this will be the pre-tax amount paid to date.

When the pretax limit feature is enabled, this will be the post-tax amount paid to date (i.e., the amount in excess of the pre-tax limit set).

A bit field used to indicate additional plan level options. None = 0, Reimburse Amounts Applied to Deductible Account = 1, Automatically issue a card to dependents = 2, Auto-substantiate transactions using a merchant list = 4, Automatically issue a card to spouse only = 8, Hide this plan from participant portal and mobile = 16, Prevent claims from being entered for this plan = 32, Use Real Time Funding for this plan? = 64, Users allowed to edit amount when adding/editing Life event coverage tier = 128, For HSA accounts, admin/employer will not provide disclosure = 256, Allow employees to set External Deductible = 512, Plan Not Ready For Enrollment = 1024, Prevent Election Reduction = 2048, Alegeus use only = 4096, Prevent deductible from increasing = 8192, Future use = 16384, Allow partial payroll deposits = 32768, Apply Card Suspension Threshold Logic = 65536, Hide employer contribution information from participant = 131072, Show plan usage summary to participant = 262144, Hide deductible status messaging from participant = 524288, Enable HSA Advance Funding = 1048576, Enable Account Dormancy = 2097152, Show custom plan descriptions within coverage period details section of member portal = 4194304, Dependent care continuation is enabled = 8388608, Automatically offset balance due via FX claims = 16777216, Carryover enabled = 33554432, Require enrollment in next year account to be eligible for carryover = 67108864, Future use = 134217728, prevent participants from linking dependents to accounts under this plan = 268435456, prevent administrator users from linking dependents to accounts under this plan = 536870912, Future use = 1073741824, Dormancy's No Enrollment Agent has processed this plan after the plan ends = 2147483648, Deadline for claims to apply to current tax year vs. next tax year enabled= 4294967296, Plan uses date of service for tax year deadline = 8589934592, Plan uses reimbursement date for tax year deadline = 17179869184, Future use = 34359738368, Future use = 68719476736, Future use = 137438953472, Pre-tax limit enabled = 274877906944, Do not allow Participants to set Autopay preference = 549755813888, Hide Payroll Info and Charts from participant = 1099511627776, Hide Deadlines Chart and Data from participant = 2199023255552, Hide family details from participant = 4398046511104, Hide Coverage Period Details from participant= 8796093022208, Hide Tax Related info from participant = 17592186044416, Do not allow participants to set auto pay provider preference = 281474976710656, VestingEnabled = 562949953421312, PlanRenewalCommunicationSent45DaysBefore = 1125899906842624, PlanRenewalCommunicationSent30DaysBefore = 2251799813685248, HideDollarAmount = 4503599627370496

Flag to identify if payroll info should be presented to participants. This flag corresponds to "Hide Payroll Info and Charts?" on the edit plan screen. This may be ignored if you are not displaying payroll info information on your UI. 1 - Hide payroll info and charts, 0 - Do not hide payroll info and charts

Flag to indicate if deadlines chart and data should be displayed to the participant. The flag is configured in the "Hide Deadlines Chart and Data?" section of the edit plan screen. If you are not creating a deadlines chart on your UI, this may be ignored. 1 - Hide deadlines chart and data, 0 - Do not hide deadlines chart and data

Flag to identify if family details (i.e., who is enrolled in the account from the family) should be presented to participants. This corresponds to "Hide Family Details?" on the edit plan screen. This may be ignored if you are not displaying family detail information on your UI. 1 - Hide family details, 0 - Do not hide family details

Flag to indicate whether this account should display the coverage period details to the participant. The flag is configured in the “Hide Coverage Period Details?” section of the edit plan screen. 1 - Hide coverage period details, 0 - Do not hide coverage period details

Flag to identify if tax info should be presented to participants. This corresponds to "Hide Tax Related info?" on the edit plan screen. This may be ignored if you are not displaying tax info information on your UI. 1 - Hide tax related info (post tax amount paid / pre-tax amount paid), 0 - Do not hide tax related info. This feature “Tax Limits and Deadlines” must be enabled by Alegeus for an Administrator instance in order to use this feature.

0 - carryover is not enabled on the plan, 1 - carryover is enabled on the plan

0 - account is not eligible for carryover, 1 - account is eligible for carryover

The minimum available balance amount needed to be eligible for carryover

If carryover is configured, then a label is provided in this field to use in place of "rollover in," which we'd recommend as a standard label.

If carryover is configured, then a label is provided in this field to use in place of "rollover out," which we'd recommend as a standard label.

The amount of funds credited to this account from another account based on Primary or Secondary Rollover rules set for the source account.

The amount of funds that were debited from this account based on Primary or Secondary Rollover rules set for this account.

Flag used to identify if the account is a retiree interest bearing account.

Flag used to identify if the account is eligible for interest.

Amount of interest paid; plan to date

The vesting percentage of a retiree interest bearing account. Will be null if plan/account does not support vesting.

Flag to identify if the account has High Yield interest rates available.

Flag to identify if the account holder has opted into High Yield.

Collection of Coverage Period information

The amount spent during the plan year for this account.

This is the balance that, at this point in time, would be used by the rollover rules (max amount or percent) to determine what would rollover to the target account. If the source plan is an Individual/Family HRA, this will be the rollover family available balance minus the rollover family preauth balance. For all other plans, it is the available balance minus the preauth hold.

An amount that was previously approved for reimbursement, but the balance was not sufficient to pay the full amount. As future deposits are made to this account, this amount of those deposits is automatically reimbursed and the on-hold amount total is reduced.

The amount a participant has overspent from this account, including reversed reimbursed claims and ineligible card transactions. If offset feature and online repayment is enabled, then the system will offset the balance due with claims and/or the participant can repay this amount, respectively.

Indicates if "Spending Limit Period" on the Edit Plan screen is set to Monthly: 1 - account has a monthly spending limit, 0 - account does not have a monthly spending limit

Maximum amount that can be deposited to this account during the spending limit period (While the label is "monthlydepositlimit," the system was upgraded to include additional frequency/interval periods at the plan level. The limit can be Monthly, Quarterly or Calendar Year. Use the Get Account Interval Tracker Details service to obtain the deposit and spending limit remaining for each interval period.

Maximum amount that can be deposited to this account during the spending limit period. If the amount is -1 (null) and there is a monthly deposit limit, then the spending is capped at whatever has been deposited to the account during the interval. (While the label is “monthlyspendinglimit,” the system was upgraded to include additional frequency/interval periods at the plan level. The limit can be Monthly, Quarterly or Calendar Year. Use the Get Account Interval Tracker Details service to obtain the deposit and spending limit remaining for each interval period.)

Flag to identify whether the plan allows fund rollover. 0 - fund rollover not allowed, 1 - fund rollover allowed

Based on the primary fund rollover rules setup for the employer plan, this date is when funds will be deducted from this account and credited to the target account.

The maximum amount to rollover for an account not enabled with coverage tiers. Use this field only if coverage tiers are not enabled. If coverage tiers are enabled, then use the amount in the fund rollover collection.

The rate to use to determine the percent of remining funds are to rollover for accounts with coverage tier based fund rollover. Use this field only if coverage tiers are not enabled. If coverage tiers are enabled, then use the amount in the fund rollover collection.

If only primary rollover is used (and not secondary), this field is the plan year start date for the target account for primary fund rollover. If secondary rollover is used, PyFundsRolloverAccountPlanStartDate should be used for the primary target account (I.e., if PyFundsRolloverAccountPlanStartDate is populated, use that value instead of this one).

If only primary rollover is used (and not secondary), this field is the plan year end date for the target account for primary fund rollover. If secondary rollover is used, PyFundsRolloverAccountPlanEndDate should be used for the primary target account (I.e., if PyFundsRolloverAccountPlanEndDate is populated, use that value instead of this one).

Based on the primary fund rollover rules setup for the employer plan, this value indicates how much will rollover on the rollover date: 0 = No funds will rollover, 1 = All remaining fund, 2 = a % of remaining funds, 4 = a % of remining funds up to a set cap 8 = the lesser of the remaining funds or the set cap amount

When secondary rollover is configured, and if the source plan is an Individual/Family HRA, this will be the maximum amount (i.e., cap) of individual funds (if configured for primary rollover) that will rollover. This field can be ignored for other plan types.

If the source plan is an Individual/Family HRA, this will be the percentage of remaining funds in the account that may be rolled over to the target account (if configured for primary rollover) for each Individual's account. This field can be ignored for other plan types.

Account type code for the target account for primary fund rollover (i.e., the account type code where funds will rollover)

Indicates if this account has primary fund rollover enabled for the account, based on configuration for Fund Rollover: 1 - account is primary rollover, 0 - account is not primary rollover

After secondary rollover a secondary rollover method is allowed. On this date, secondary rollover will occur.

The maximum amount to rollover during secondary rollover for an account not enabled with coverage tiers. Use this field only if coverage tiers are not enabled. If coverage tiers are enabled, then use the amount in the fund rollover collection.

The rate to use to determine the percent of remining funds are to rollover during secondary fund rollover for accounts with coverage tier based fund rollover. Use this field only if coverage tiers are not enabled. If coverage tiers are enabled, then use the amount in the fund rollover collection.

The target account for secondary fund rollover of funds from this account.

Indicates if the account has secondary rollover enabled, based on configuration for Fund Rollover. Note: Secondary runs after primary rollover has been completed). 1 - account is secondary rollover, 0 - account is not secondary rollover

When secondary rollover is configured, this will be the plan year start date for the target account for primary fund rollover. If secondary rollover is not configured/this value is not populated, then use PrimaryFundsRolloverAccountPlanStartDate.

When secondary rollover is configured, this will be the plan year end date for the target account for primary fund rollover. If secondary rollover is not configured/this value is not populated, then use PrimaryFundsRolloverAccountPlanEndDate.

Based on the secondary fund rollover rules setup for the employer plan, this value indicates how much will rollover on the rollover date: 0 = All remaining fund, 1 = a % of remaining funds, 4 = a % of remining funds up to a set cap 8 = the lesser of the remaining funds or the set cap amount

After primary rollover a secondary rollover method is allowed. If the plan has Individual and Family Amounts, this is the secondary rollover amount for each family member.

After primary rollover a secondary rollover method is allowed. If the plan has Individual and Family Amounts, this is the percentage of remaining funds for each family member individual amount that may be rolled over to the target account.

The plan start date for the account to which funds will rollover through the secondary rollover method (target account plan start date). If this value is populated, then use this value and not the PrimaryFundsRolloverAccountPlanStartDate.

The plan end date for the account to which funds will rollover through the secondary rollover method (target account plan end date). If this value is populated, then use this value and not the PrimaryFundsRolloverAccountEndStartDate.

After primary rollover a secondary rollover method is allowed. If the plan has Individual and Family Amounts, this value is the percentage of remaining family amount funds that may be rolled over to the target account. If this amount is provided, then it should be used rather than SecondaryIndividualRolloverRate.

After primary rollover a secondary rollover method is allowed. If the plan has Individual and Family Amounts, this value is the percentage of remaining family amount funds that may be rolled over to the target account. If this amount is provided, then it should be used rather than SecondaryIndividualRolloverRate.

Flag to identify whether deductible manager is enabled at Plan level. 0 - Deductible manager is not enabled, 1 - Deductible manager enabled

Deductible Rules dependent field. This field provides the total deductible based on "Deductible Rules" configured for the plan. Deductible rules allow multiple levels of cost share. This amount can only be provided if last rule is 100% plan reimbursement.

Deductible Rules dependent field. The amount of the Deductible Rules deductible applied.

Deductible Rules dependent field. Remaining deductible rules amount (Deductible - Deductible applied).

This date is the account's start date - this date should be used as the participant's effective date for the account - dates of service prior to this date are not eligible for reimbursement.

This will be the account's termination date if a termination date is populated; otherwise, this will be the plan end date. Dates of service after this date are not eligible for reimbursement.

Today's date. May be used to create a chart showing where today is in relation to the participant's account start and end dates.

This will be the date of the last day the participant can spend any money from this account - If an account has a grace period, this date is inclusive of the grace period. This date may be the earlier than plan end or grace if the participant terminated earlier.

This date is the latest date a claim with an eligible date of service can be provided. It is generally the plan end date + a period for late claim submission. If an employee terminated early, then this date will be the employee's termination date plus the employee run-out period set for the employer plan.

This date is the employee's eligibility date. It may be earlier than the account's effective date or could be null. This date is stored at the employee level.

Collection of account display options

Collection of account info

The account type code for the benefit account, such as FSA, HRA, FS2, HR2. Account types for HSA/VEBAs are specific to the HSA Custodian/Trust

Indicates whether the account is a 'full featured' HRA account. For HRA plans, is HRA indicates if the plan is a full feature HRA (i.e., HRX, HX*) If it is, then this account may also have Individual/Family balance details associated with it.

For future use.

A collect of data for fund rollover configuration

A bit field used to indicate default MCC settings. Use PlanMccFlags to determine MCC settings that can be configured for this account. None = 0, Deductible = 1, Claims Crossover = 2, User defined flag 1= 4, User defined flag 2 = 8, User defined flag 3 = 16, User defined flag 4= 32, User defined flag 5= 64, User defined flag 6= 128, User defined flag 7= 256, User defined flag 8= 512, User defined flag 9= 1024, User defined flag 10= 2048, Deductible Use = 4096

A bit field used to indicate which plan level MCC settings are used by this account.None = 0, Deductible = 1, Claims Crossover = 2, User defined flag 1= 4, User defined flag 2 = 8, User defined flag 3 = 16, User defined flag 4= 32, User defined flag 5= 64, User defined flag 6= 128, User defined flag 7= 256, User defined flag 8= 512, User defined flag 9= 1024, User defined flag 10= 2048, Deductible Use = 4096

A bit field used to indicate online enrollment plan options. You may use these options to drive an online enrollment experience for your participants. None = 0, Eligible for Online Enrollment = 1, Allow Participant to Enter Annual Election = 2, Allow Participant to Enter Per Pay Period = 4, Allow Participant to Associate a Dependent to the Account = 8, Allow Participant to Add Broker ID = 16, Allow Participant to Choose Coverage Tier = 32, For HSAs, Allow Participant to Choose Product Partner Opt-in Status = 64, For HSAs, Allow Participant to Choose Product Partner Opt-in Status = 128, Allow Rolling Enrollment = 256, Allow Participant to Choose Claims Crossover Auto-Pay = 512, Medicare Primary Plan (this is from the Edit Plan screen, not the Online Enrollment Setup)= 1024, Auto Copy Active Employee Recurring Expenses = 2048, Auto Copy Employee Co-pays = 4096, This plan to pay providers if claims include a valid provider ID (this is from Edit Plan screen, not Online Enrollment Setup) = 8192, Participant default for auto pay (from Edit Plan screen, not Online Enrollment setup) = 16384, Allow enrolled participant to update per pay period election during open enrollment = 32768, Allow enrolled participants to update Coverage Tier during open enrollment dates = 65536, Allow Monthly Enrollment = 131072, Allow Mid-Year Enrollment = 262144, Future use only = 524288, Future use only = 1048576, Future use only = 2097152

Not recommended for client use. A bit field used to indicate what options are enabled for the account. None = 0, For Fixed Employer Funding, funding amount is available upon account creation= 1, Auto Link Dependents = 2, Override Perm Inactive Account = 4, Auto Pay Provider = 8, Linked DTR = 16, Future use = 32, Automatically Reinstate Card Suspension Activity = 64, Future use = 128

Flag to identify whether claim crossover is enabled (i.e., can claims auto-pay from the account) at the plan level or not: 1 - claim crossover allowed, 0 - claim crossover not allowed

Flag to identify if an HSA account may submit manual claims on WCP. Ignore for non-HSA accounts. 0 - manual claims not allowed, 1 - manual claims allowed

Flag to identify whether dormancy enabled for the plan: 0 - Dormancy period is not enabled, 1 - Dormancy period enabled. Note: Dormancy is not a standard feature.

This field value indicates whether to display custom plan description in coverage period screens: 1- Display custom plan description, 0 - Hide custom plan description

This item is configured on the Employer Plan in WCA. This field will be blank if not set on the Employer Plan page. For VEBA/HSA account, if Custom description is not present on the plan page, then this field will display the description for the HSA Custodian (i.e., Product Partner Description).

Indicates if debit card activity is suspended for this account. 1 - debit card activity is suspended, 0 - debit card activity is not suspended

The annual election or prefunded amount designated for HSA Advance. It is the full amount available as an advance at the start of enrollment. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

The year-to-date amount which has been advanced to approve debit card purchases. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

The total year-to-date contributions used to offset amounts previously advanced (i.e., the participant used their advance and when payroll deposits are processed, the advance is offset / reduced. This amount is how much of their payroll deposits were used to 'pay back' the advanced amount). Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

The amount advanced year-to-date which has not yet been recovered. (i.e., a participant used their advance and has not yet fully applied payroll deposits to that advance - this is the remaining advance to be 'paid back' by payroll deposits). HSA Advance Used - HSA Deposit Offsets = HSA Advance Outstanding Balance Amount. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

Balance available in advance for immediate use by account holder - available on by using the debit card.

Date when HSA advance is available for spending. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

Used to specify when employee no longer has access to HSA advance amount. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

The total year-to-date contributions deposited into the HSA cash balance that reduces the amount available for advance (as payroll deposits are received which increase a participant's HSA cash balance, the HSA Advance is reduced since the point of the Advance is to give participant's funds before contributions have been made). Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

Combined HSA cash balance and HSA advance available amount. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

Indicates if the accountholder currently has access to HSA Advance. It is set to false automatically if the accountholder is terminated or has an investment account balance. 1 - Hsa Advance accessible, 0 - Hsa Advance not accessible. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

This will be populated if HsaAdvAccessibilityFlag is 0. Provides the reason why the Advance is not available to the participant. None = 0, Advance Access Denied By Non-zero Investment Balance = 1, Advance Access Denied By Cardholder Account Status = 2, Advance Access Denied By Product Partner Acct Status = 4, Advance Access Denied By Cardholder Status = 8, Advance Access Denied By Plan Does Not Have Advance Enabled = 16, Advance Access Forcefully Denied = 32, Advance Access Denied As Advance Funding Setup Doesn't Exist = 64, Advance Access Denied Because Today's Date Not In Funding Period = 128, Advance AccessDenied By Funds Not Available (Available Balance < 0) = 256. Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

For the prior year, the annual election or prefunded amount designated for HSA Advance. It is the full amount available as an advance at the start of enrollment.

HSA advance available balance from prior year. This is the prior year initial advance amount, minus contributions, HSA advance amount used, and ending transactions

For the prior year, the year-to-date amount which has been advanced to approve debit card purchases.

For the prior year, the total year-to-date contributions used to restore amounts previously advanced.

For the prior year, the amount advanced year-to-date which has not yet been recovered (i.e., paid back through payorll contributions).

For the prior year, the total year-to-date contributions deposited into the HSA cash balance that reduces the amount available for advance.

The total initial HSA Advance amount for the year/coverage period. This amount cannot exceed the IRS max contribution for the current tax year. Note: This amount does not affect the HSA cash balance., Note: Admin and Employer Plan must have HSA Advance feature enabled to setup HSA Advance for the participants.

Identifies if the Participant is not allowed to enter a claim on the portal - as configured on the plan level.

An integer indicating the status of the external. Deductible. Using this if using an API version greater than 10.1. Otherwise, use ExtDeductibleStatus. An integer indicating the grace period deductible status: 0 - No Deductible - This plan does not track whether a deductible is met or not., 1 - Deductible Not Met - the plan tracks a deductible, but the deductible has not been met. SCCs and MCCs are limited based upon plan setup., 2- Deductible Met - the deductible has been met (opens up eligible MCCs or SCCs for the participate - i.e., plan becomes 'full purpose'), 4 - No Deductible Limited - means the plan does not track a deductible and this account is a limited purpose account

Flag to identify if the deductible status message should be presented to participants. This corresponds to "Hide external deductible prompt?" on the edit plan screen. This may be ignored if you are not displaying deductible status information on your UI. 1 - Hide deductible status message, 0 - Do not hide deductible status

If configured for the employer plan, this field includes Helpful description of plan usage to present to participants (corresponds to the "Plan Usage Summary for Mobile" field on the Edit Plan screen).

A system generated key used to identify the account to which this account is linked.

For deductible tracking accounts (DT*, FD*), indicates if this account is linked to another plan: 1 - Linked to another plan, 0 - Not linked to another plan

Flag to identify whether Qualified life event feature is enabled for the account as configured on the plan. If true, then the account has coverage periods enabled. 1 - QLE enabled, 0 - QLE not enabled

Flag to identify whether the employee can set external deductible status (met or not met) for account. (This setting is controlled at employer and employer plan level). 0 - participant cannot set external deductible status, 1 - participant can set external deductible status

An integer indicating the status of the external deductible. Use this field if using version 10.1 or older; otherwise, use ExtDeductibleStatus_2019_07. No Deductible = 0, Deductible Not Met = 1, Deductible Met = 2

Used in conjunction with the MinAutoTransferAmount, this amount is the balance a participant wishes to maintain in their HSA. Any amounts above this amount can be automatically transferred to investments as soon as the MinAutoTransferAmount is met. Example: if theTransfer amounts above = 1000 and the MinAutoTransferAmount is $50, then the participant must have $1050 or more in order for any funds above $1000 to transfer to investments.

For HSA accounts, this amount is the minimum amount that can be transferred through the auto-transfer to investments feature. For example, if the amount is 100.00, then a participant can only request to setup an auto-transfer of 100.00 or more.

Do not use. Indicates offerings available through the Product Partner - this information is not used by externally integrated systems and is used by Alegeus only.

For an HSA or VEBA account, the Product ID is used to represent the custom program the participant is assigned to, as created by the HSA custodian. The product ID is tied to fee models, interest plans, and investment options used on the account.

For an full featured HRA account type (HRX, HX1…HX9), this value indicates if it is an individual/family HRA (i.e., embedded) or a single fund HRA (i.e., umbrella). None = 0, Individual/Family Amt = 1, Single Fund Hra = 2

For a deductible account (DTR, DT*, and FD*), this field identifies the deductible type (specified when the plan was set up on the New Plan screen). 1 - Embedded, 0 - Not Embedded

The amount of card authorizations + deposits on hold.

The available balance for the account - the amount before any card holds or deposit holds. For HSA Accounts, this is the "Current Balance".

An integer representing the account class the account belongs to FSA = 1, HRA = 2, HSA = 3,Deductible = 4, Other = 5, VEBA = 6, Transit = 7, Parking = 8, Retiree = 9, Dependent Care FSA = 10, LPFSA = 11, Payroll = 12, Premium = 13, Rollover = 14, Life Planning = 15, Lifestyle = 16, EE Care Card = 17, Connected Cash = 18, CMS OTC Medicare = 19, Medicare Advantage = 20, Parking Post Tax = 21, ICHRA Excepted Benefits = 22, Transit Post Tax Subsidy = 23, Wellness Incentives And Rewards = 24

The string description that corresponds to the AcctTypeClassCde (FSA, HRA, HSA, etc.)

A plan level setting that controls the visibility of the contributions, coverage, and funding amounts for the participant. True - Hide dollar amount from participant. False - Display dollar amount to the participant.