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The Institution Management APIs let you manage the cardholders, credentials, and accounts that make up your institution’s card program. Use the Cardholder, Credential, and Lookup APIs to create and maintain cardholder records and the credentials they carry, and the Cardholder Account API to retrieve a cardholder’s accounts, balances, and transaction history.

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Available APIs

Cardholder API

Retrieve, update, and manage cardholder records and photos.

Credential API

Manage cardholder credentials, credential types, and credential value pools.

Lookup API

Find cardholder records by identifier.

Cardholder Account API

Retrieve cardholder accounts, balances, and transaction history.
Document Version: 1.2
Last Updated: August 2026
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