Testing Guidelines

Fund search test scenarios

Genuine taxId information cannot be used in the sandbox environment. Instead, use any of the following test taxId to create a successful fund search response.

Tax ID

Identity Verification

Response

Any

In Australia, the `taxId` is validated using a Check digit checksum algorithm.

123456782

Valid.

Customer identity details are validated based on the `taxId` supplied.

Multiple funds were found upon fund search:

  • Two existing retirement funds
  • One unclaimed fund
  • One defined benefit fund

999999992

Valid.

Customer identity details are validated based on the `taxId` supplied.

A single fund is found upon fund search:

  • One existing retirement fund

999999925

Valid.

Customer identity details are validated based on the `taxId` supplied.

No funds returned.

999999968

Valid.

Customer identity details are validated based on the `taxId` supplied.

Multiple funds were found upon fund search:

  • One existing retirement fund
  • Three unclaimed funds

Testing for specific responses and errors

Thoroughly test your integration for specific errors using our available test information. Use any of the following taxId to generate a specific error response.

Tax ID

Identity Verification

Response

000000000

Invalid

Customer identity details cannot be validated based on the `taxId` supplied.

000000027

Error

Identity verification error.

000000043

Valid

Customer identity details are validated based on the `taxId` supplied.

Identity verification successful, but fund search error

Fund search response and rollover

The Fund Search may return varying fund types. Funds that can be electronically rolled over are indicated by the canRollover response. A typical API implementation will display the fund search results to the user and allow the user to roll over: all funds, individually, or none. See relevant API Reference.

Fund Type

Description

Can it be electronically rolled over? (`canRollover`)

Existing

A member's existing fund that is currently managed by another entity. This is the most frequent and common response and the fund can be electronically rolled over.

Yes

Unclaimed

Unclaimed funds correspond to a pool of funds that are "unclaimed" and do not belong to a typical individual account. This is typically managed centrally by the regulator and is a consolidation of customer accounts that were inactive.

In Australia, unclaimed funds are held by Australian Tax Office.

The response for these funds is held in the `unclaimedFunds` array.

Yes

Multiple unclaimed funds may be returned, but only the entirety of unclaimed funds can be rolled over.

Defined Benefit

Defined benefit funds are a form of retirement fund that cannot be electronically rolled over.

We recommend our clients to handle the rollover process via a separate manual process where the defined benefit fund is manually contacted.

The user interface should appropriately convey this to the user.

No

Nominating a custom amount to rollover

In a typical implementation, the user can also nominate a custom amount to roll over for individual funds with the Existing fund type. Note that the account balances returned in the response may not be an up-to-date balance. A typical API implementation will disclose to the user that this is the case. See relevant API Reference.

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