Talkdesk - doubts to do the member lookup

Question

Hello My name is Ricardo Tavares I m PM of Talkdesk and I was already in toutch with Richard Landry and Brian Mego in order to embebed Talkdesk chat widget in Q2 According with our last meeting on the 30th August we will start working on our side to add the TD widget in your marketplace but before that I have a couple of questions What is the best way to store retrieve AccountId Region and FlowId from configuration In order do the member lookup and get member s information such as account information from the banking core we will need to identity the member based on a unique data How can we get access to data to identity the customer What kind of data do you have on your end to identity a member It dependent on the bank but usually we use member ID or SSN to identity a given member Thank you Ricardo Tavares

Josh Marshall · Answer

For config use WEDGE ADDRESS CONFIGS https docs q2developer com tutorials online banking configuration html highlight wedge Address Values cannot have or maybe more For these use HTML equivalent example In an SDK page the data in self account list houses the currently logged in data Run repgen in Symitar https docs q2developer com tutorials q2 cores index html Repgen to run query await self core build base query SYC REPGENRUNNER RewardsValidationAndPrimeName rgstate to be used in the Repgen account cif internal unmasked Account num the repgen will run as rg params RGUSERCHR1 account acct number internal what the repgen will return mock response string build mock response sycresponses SYCSUCCESS try response await query execute self logger debug response payload exact string returned there are error checking that we can check response obj objectify fromstring response payload can check the response via response obj response text response text response obj PrimName text primename response text iseligible response obj IsEligible text if it excepts out tack on to signify there was an exception but not too obvious except if we get here Symconnect failed add Subtle to show this primename primename

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