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Service Delivery Method

The Service Delivery Method Answer is used to specify how financial services will be delivered to the customer, which is important for operational planning and risk assessment.

Fields

FieldTypeRequiredDescription
fieldTypeIdstringYesMust be set to "ServiceDeliveryMethod" (from FieldTypeEnum)
serviceDeliveryMethodIdstringYesID of the selected service delivery method

Example Usage

{
"fqName": "CustomerInfo_Services_DeliveryMethod",
"answer": {
"fieldTypeId": "ServiceDeliveryMethod",
"serviceDeliveryMethodId": "a640b5fd-0b98-494a-a6ec-6f7f8e323ff72"
}
}

Lookup References

This answer model requires values from the following lookup source:

Service Delivery Methods: For valid values for the serviceDeliveryMethodId field, please refer to the Lookup API documentation and use the "DeliveryMethodEnum" lookup source.

Notes

  • The service delivery method affects operational processes, customer experience, and potentially regulatory requirements.
  • Different delivery methods may have different levels of inherent risk and may require specific risk mitigation measures.
  • Common service delivery methods include in-person, digital/online, mail/post, telephone/call center, etc.
  • The service delivery method can influence the customer due diligence measures and ongoing monitoring requirements.
  • This information is relevant for both operational planning and regulatory compliance purposes.
  • Some delivery methods (especially non-face-to-face methods) may require enhanced due diligence measures to mitigate the risk of identity fraud.