Change Core User ID
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Change Core User ID
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A financial institution may encounter a situation where they need to create a new core ID record for a user. This is usually because the user’s account has been compromised in some way. Your institution can link a pre-existing Narmi account to a new core account by using the Change Core User ID tool. This improves the user experience by allowing the user to continue to use their old login without needing to re-enroll.
Please note the following before performing this action:
- This is a very high-risk action and should only be performed if the user's core user ID information has been independently verified
- This action only applies to consumer users and not business users
- The Change core user ID option is only available on the Actions menu of the user profile once the user's account is locked.
- If your institution is a bank, this action will not work if the old core user ID has been closed on the core and disconnected from the user in the Narmi platform
- Transactions from the user's previous accounts will be imported if they exist in the core. If the user's transaction history does not update after performing this action, please contact Narmi Support.
- If the user is enrolled in automatic savings, they will be unenrolled from automatic savings after performing this action
We recommend the following steps for changing a core user ID:
- The compromised user reaches out to your institution's Support team.
- Your staff verifies the compromised user in accordance with your institution's policies and procedures.
- Your staff finds the user's account in the Admin Platform > Customers/Members and locks the user with Actions > Lock user.
- Your staff creates a new core ID for the user on the core.
- Your Support team works with the user to make sure their account settings are current (email, phone, 2FA, etc.)
- Your staff finds the user's profile in the Admin Platform > Customers/Members and selects Actions > Change core user ID. (This option is only available once the user's account is locked.) Enter the new core ID and select Update core user ID. The changes occur immediately.
- Your staff unlocks the user's account.
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