Dashboard tile on the DBP
Show a member their total investment value inside the digital banking platform.
Goal. Show a member their total investment value inside the digital banking platform.
Endpoint. Get user detail — one call.
Flow.
- On dashboard load, call Get user detail with the signed-in member's
user_account_id. - Render
total_current_market_valueas the tile's headline figure. - Optionally render a per-product breakdown from
accounts.
No investments. A 404 means the member has no investment accounts in your FI. Suppress the tile or show a "Get started" entry point — don't surface an error.
Notes. Parse total_current_market_value as a decimal. Market values move during market hours; cache briefly and show an "as of" time if your UX needs it.