Participant APIs | REST

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Get Recent Transactions for reassociated account.

https://beta.api.wealthcare.com/participant/services/participant/transactions/reassoc/{tpaId}/{employerId}/{participantId}

Retrieve recent transactions for a reassociated account identified by TPA ID, Employer ID, and Participant ID. This endpoint is useful for obtaining transaction history when an account has been reassociated with a new TPA or employer.

  • tpaId string Required

    A unique identifier used to identify your admin instance. This value is system generated when the admin instance was created.

  • employerId string Required

    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

  • participantId string Required

    Unique identifier for the participant whose features are being queried.

  • flexAccountId string Required

    Unique identifier for the Flex Account associated with the participant's transactions.

  • reassocTpaId string Required

    Unique identifier assigned to the reassociated TPA, used to track transactions under the new association.

  • reassocEmployerId string Required

    Unique identifier for the reassociated Employer, necessary for filtering transactions relevant to the new employer.

  • reassocParticipantId string Required

    Unique identifier for the reassociated Participant, ensuring that the transactions returned are specific to this participant.

  • reassocFlexAccountId string Required

    Unique identifier for the reassociated Flex Account, which helps in retrieving the correct transaction records.

  • recordCount integer <int32>

    Specifies the number of transaction records to return. If not provided, a default number of records will be returned.

  • decrypt integer <int32>

    Indicate if the URI parameters are encrypted or not. Use 1 for encrypted and 0 for decrypted; defaults to 0 if not specified.

  • includereceipts integer <int32>

    Indicates whether to include receipts in the response. Set to 1 to include receipts; otherwise, receipts will not be included.

  • array <object>
    • TransactionDate string <date-time>

      Date of the transaction

    • TransactionType string

      Indicates the type of transaction. Valid values are Deposit, POS, Other Deposit, Manual

    • Description string

      For Claims - This must be Claim Description or Provider Name. For POS - This must be Merchant Name. For Product Partner Transactions - This must be the Description from the Description field.

    • TransactionAmt number <double>

      The total amount of the transaction

    • HSATransactionType string

      This will be empty for non-HSA transactions. For HSA transactions, this will indicate the type of transaction used for IRS reporting (normal distribution, reverse distribution, non-reportable, etc.)

    • TransactionStatus string

      Indicates the transaction status. Valid values are Approved, Ineligible, Pending, Resolved Employee Pyay, Resolved Payroll Deduction, New, Denied Unkown, Resolved No Refund, Ineligible Partially Offset, Resolved Offset by Manual Claim, Unauthorized Refund, Insufficient Documentation

    • TxnStatusToolTipText boolean

      Returns true in the following situations: Transaction is a preauth and the transaction adjudication code is ineligible, insufficient documentation, denied, or ineligible partially offset. Transaction is a purchase, and there is a pended or denied amount, or the transaction adjudication status is denied Transaction is an admin rollover deposit and the transaction adjudication status is denied. Otherwise, returns false. You can use this field as an indicator to display more information to your participants to help them know what to do with pended or denied transaction activities.

    • TransactionId string

      A system generated ID used to identify the transaction. Also referred to as tnxkey on other APIs.

    • SeqNumber integer <int32>

      For Card transactions, this field contains the transaction sequence number received from the Card terminal. For transactions you perform through the WealthCare Admin UI, this field contains the sequence number WealthCare Admin assigns.

    • SettlementDate string

      The settlement date of the transaction to which you wish to add a receipt

    • CanUploadReceipt boolean

      Option to indicate whether a transaction requires a receipt. A receipt may be uploaded if the transaction's adjudication code is in one of the following: AUP2, AUP3, AUP4, AUP6, AUP7, AUP8, AUP9, AUPA, AUPB, AUPC, AUPD, AUPE, AUPI, AUPM, AUPN, AUPO, AUPQ

    • HasReceipt boolean

      Returns true if there is a receipt attached to the transaction; returns false if there is no receipt file for this transaction

    • ReceiptExpired boolean

      Returns true if the receipt has expired. Returns false if the receipt is still active. If the document routing feature is not enabled, documents are retained for 30 days after the transaction has been adjudicated. If the document routing feature is enabled, documents are stored for three years and then archived

    • ReceiptsInfo array <object>

      Receipts Info { Tpa Id, File Key, Document Id, Document Display Name, Original File Name, Upload Date }

      • TpaId string

        A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.

      • FileKey integer <int32>

        A system generated ID used to identify the receipt file.

      • DocId string

        A system generated ID created when a file is submitted through a document queue instead of by a participant.

      • DocDisplayName string

        Document Display Name

      • OriginalFileName string

        Original File Name

      • UploadDate string <date-time>

        The date the receipt file was uploaded.

    • Claimant string

      The name of the Claimant

    • ServiceStartDate string <date-time>

      The date for the first recurrence of the service

    • AcctTypeCode string

      The account type code for the benefit account the transaction is processed against.

    • AcctTypeDesc string

      Custom plan description if there is one; otherwise WCA's plan description

    • FlexAcctKey integer <int32>

      A system generated ID for the benefit account the claim is processed under.

    • DisplayName string

      The cardholder's name (Last Name, First Name format)