Use Cases: Electrum as Primary Store of Proxy Data

Important

These use-cases apply where Electrum holds the primary store of proxy-account links in an account mirror.

1. Create an account, link a proxy to it, and register it against a specific domain

  1. Your customer requests to create a new account, link a proxy to it, and register it with the scheme.
  2. You create a new account record on your master system.
  3. You request Electrum to create a new account, link the account record to the proxy, and register it with the scheme - operation to be confirmed.
  4. Electrum creates an new account and links it to the proxy.
  5. Electrum requests the scheme operator to register the proxy against the appropriate domain.
  6. When a positive response is receved from the scheme, Electrum flags the proxy-domain record as registered.
  7. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  8. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

2. Create an account and link a proxy to it without registering it against a specific domain

  1. Your customer requests to create a new account and link a proxy to it without registering it with the scheme.
  2. You create a new account record on your master system.
  3. You request Electrum to create a new account and link the account record to the proxy using the putCustomerAccount operation.
  4. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

3. Create an account without linking a proxy to it

  1. Your customer requests to create a new account without linking a proxy to it.
  2. You create a new account record on your master system.
  3. You request Electrum to create a new account record using the putCustomerAccount operation.

4. Add a proxy to an existing account and register it against a specific domain

  1. Your customer requests to link a proxy to an existing account and register it with the scheme.
  2. You request Electrum to link the existing account to the proxy, and register the proxy with the scheme - operation to be confirmed.
  3. Electrum links the existing account record to the proxy.
  4. Electrum requests the scheme operator to register the proxy against the appropriate domain.
  5. When a positive response is receved from the scheme, Electrum flags the proxy-domain record as registered.
  6. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  7. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

5. Add a proxy to an existing account without registering it

  1. Your customer requests to link a proxy to an existing account, but not register it with the scheme.
  2. You request Electrum to link the existing account record to the new proxy using the addCustomerAccountAdditionalId operation.
  3. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

6. Register an existing proxy on an account against a specific domain

  1. Your customer requests to register an existing proxy with the scheme.
  2. You request Electrum to register the proxy with the scheme operator using the registerCustomerAccountAddIdWithScheme operation.
  3. Electrum forwards the request to the scheme operator.
  4. When a positive response is receved from the scheme, Electrum flags the proxy-domain record as registered.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

7. Deregister a proxy-domain link

  1. Your customer requests to deregister a proxy so that it no longer links to an account.
  2. You request Electrum to deregister the proxy with the scheme using the TBS operation.
  3. Electrum forwards the request the scheme operator.
  4. When a positive response is received from the scheme, Electrum updates its proxy-domain record to indicate that it is deregistered.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

8. Register a proxy against a different domain

  1. Your customer requests to reregister a proxy with a different domain.
  2. You request Electrum to reregister the proxy with the scheme - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the old proxy and register the new proxy.
  4. When a positive response is received from the scheme, Electrum updates the proxy-domain record to reflect the changes.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

9. Change a proxy to be linked to a different account than the current one, within the same institution domain

  1. Your customer requests to link a proxy to a different account within the same domain.
  2. You request Electrum to update the proxy-account link - operation to be confirmed.
  3. Electrum updates the proxy-account link in the account mirror.
  4. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  5. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

10. Change a proxy to link to a different account within a different institution domain, and reregister the proxy against the new domain

  1. Your customer requests to register a proxy to a different account within a different domain.
  2. You request Electrum to reregister the proxy with the scheme - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the proxy from the old domain and register it against the new domain.
  4. When a positive response is received from the scheme, Electrum updates the proxy-domain record to reflect the changes.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

11. Change a proxy to be linked to a different account and deregister the proxy

  1. Your customer requests to link a proxy to a different account and deregister the proxy.
  2. You request Electrum to deregister the existing proxy with the scheme, and link the proxy to the new account - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the proxy.
  4. When a positive response is received from the scheme, Electrum updates the account records to reflect the changes.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

12. Remove a proxy from an account and deregister the proxy

  1. Your customer requests to remove a proxy from their account.
  2. You request Electrum to deregister the proxy with the scheme, and unlink it from the account - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the proxy.
  4. When a positive response is received from the scheme, Electrum updates the account records to reflect the changes.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

13. Update the proxy that is linked to an account, and register the new proxy

  1. Your customer requests to change the proxy that is linked to their account.
  2. You request Electrum to change the scheme-registered proxy to the new proxy - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the old proxy and register the new proxy.
  4. When a positive response is received from the scheme, Electrum updates the account record to reflect the changes.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

14. Update the proxy that is linked to an account, and deregister the old proxy

  1. Your customer requests to change the proxy linked to their account, but deregister from the scheme.
  2. You request Electrum to update the proxy and deregister it with the scheme - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the proxy.
  4. When a positive response is received from the scheme, Electrum updates the account record to reflect the changes.
  5. Electrum responds to you with the outcome. This is for informational purposes only — there is no action required from you.
  6. If your customer requests to view their account and proxy information, you can retrieve this from Electrum using the getCustomerAccount operation.

15. Update the account details linked to a proxy

  1. Your customer requests to update the details of an existing account without changing the linked proxy.
  2. You update the account record on your system.
  3. You request Electrum to update the existing record in the account mirror using the putCustomerAccount operation.

16. Delete an account and deregister the proxy

  1. Your customer requests to delete their account that is linked to a registered proxy.
  2. You request Electrum to deregister the proxy with the scheme and remove the account from the account mirror - operation to be confirmed.
  3. Electrum requests the scheme operator to deregister the proxy.
  4. When a positive response is received from the scheme, Electrum removes the link between the proxy and the account.
  5. Electrum responds to you with the outcome.
  6. You delete or deactivte the account in your master account system.
  7. You request Electrum to remove the account record from the mirror using the deleteCustomerAccount operation.

17. Delete an account that does not have a registered proxy linked to it

  1. Your customer requests to delete their account that is not linked to a registered proxy.
  2. You remove or deactivate the account.
  3. You request Electrum to remove the record from the account mirror using the deleteCustomerAccount operation.
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