Intermediation is the process of linking an account or customer record belonging to an individual or organisation to a client list of a business intermediary (like a tax agent, bookkeeper or payroll bureau) so the intermediary can act on their behalf.
About the intermediation service
The intermediation service is a SOAP web service that enables intermediaries to:
- link, delink or update the intermediary client list to their clients' accounts or customer master
- retrieve clients and client lists that have already been established.
Intermediaries can use this service to create and manage links from a client list to a customer master or their accounts on any tax product.
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Gateway services capability
The intermediation service provides the following capabilities through defined service operations on the gateway services:
| Service operation | Description |
|---|---|
| Link |
Enables:
|
| Delink |
Enables:
|
| Update |
Enables:
|
| Retrieve client list | Enables retrieving of client lists belonging to a business intermediary as well as all of the clients in each list. This can be filtered by client account type or client list ID. |
| Retrieve client | Enables retrieving of the client attributes between a business intermediary and a linked client or client accounts. This can be filtered by a client’s account type. |
Intermediation service business use cases
The following are examples of sequences of the gateway return service operations that could be used to achieve a specific business outcome.
Keys
- Gateway service operations: RCL = Retrieve Client List, RC = Retrieve Client
- The numbers for each use case are the order in which these operations should be called when using this services.
| Use case | Gateway service operation | ||||
|---|---|---|---|---|---|
| Link | Delink | Update | RCL | RC | |
| 1. Retrieve complete list of clients and then request to link a new client to a client list. | 2 | 1 | |||
| 2. Link an existing client’s customer master to a client list. | 1 | ||||
| 3. Retrieve a client’s details (such as client accounts they have access to, if mail or disbursements are redirected to them) and then update client details. | 2 | 1 | |||
| 4. Remove a client from a client list. | 1 | 2 | |||
| 5. View lists of clients that have been approved or are pending approval (authorised payroll bureaus only) | 1 | ||||
| 6. Move a client to another client list the intermediary manages. | 1 | ||||