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Card & account controls

ID MOD-078
System SD08
Repo bank-app
Build status Not started
Deployed No

Card and account controls is the self-service panel for customers who need to act on their account immediately — freeze a lost card, tighten a spending limit before a trip, generate a virtual card for a one-off online purchase, or refresh their KYC documents. All actions in this module route to backend enforcement modules (MOD-021 for card controls, MOD-010 for KYC) and take effect in real time without any contact centre involvement.

The card freeze control is the most time-critical feature in the module: a customer who suspects their card is lost or compromised can freeze it in a single tap from the home screen shortcut or from the card detail screen. The freeze is applied to the payment authorisation engine within seconds, blocking all new card-present and card-not-present transactions while leaving existing direct debits unaffected. Unfreeze is equally immediate. A card replacement request flows directly from the freeze confirmation screen.

Spending limits allow the customer to set category-level controls (e.g. gambling blocked, contactless capped at NZD 200 per transaction) and an overall daily limit below the system maximum. Virtual card generation produces a unique 16-digit number usable for online purchases, reducing exposure of the physical card number. The KYC refresh flow guides the customer through re-submitting identity documents and completing a liveness check when a periodic review is due, replacing the legacy model of sending documents by post or visiting a branch.


Module dependencies

Depends on

Module Title Required? Contract Reason
MOD-021 Payment limit & velocity controller Required Spending limit and card freeze changes are applied in real time by the payment limit controller.
MOD-068 Authentication & session management Required Card and account control changes require an authenticated customer session for security attribution.
MOD-104 AWS shared infrastructure bootstrap Required AWS shared infrastructure provisioned by MOD-104 (EventBridge buses, S3, KMS, Kinesis, Cognito) is required before this module can be deployed.
MOD-103 Neon database platform bootstrap Required Neon database and schema provisioned by MOD-103 must exist before this module can read or write Postgres.

Required by

Module Title As Contract
MOD-123 ATM network integration Hard dependency
MOD-124 Physical card issuance and bureau integration Optional enhancement

Policies satisfied

Policy Title Mode How
PAY-005 Payment Fraud Prevention Policy GATE Card freeze executed immediately from the app removes a compromised card from the fraud attack surface without delay — no call centre required.
CON-001 Customer Fairness & Conduct Policy AUTO Spending limits and card controls are set and visible to the customer in the app — changes take effect in real time with immediate confirmation.

Capabilities satisfied

Capability Title Mode How
CAP-015 Spending limits & card controls GATE Provides the UI for setting per-category and total spending limits, routing confirmed changes to MOD-021 for real-time enforcement.
CAP-016 Instant card freeze / unfreeze AUTO Presents a single-tap freeze and unfreeze control; the instruction is sent to the payment limit controller in real time and confirmed to the customer within seconds.
CAP-017 Virtual card numbers for online purchases AUTO Allows the customer to generate a virtual card number for online purchases, with options for single-use or merchant-locked configuration.
CAP-066 Self-service KYC refresh AUTO Guides the customer through the KYC refresh flow — document re-upload and liveness check — routing the completed submission to MOD-010 for re-tier assignment.

Part of SD08 — Customer App & Back Office Platform Compiled 2026-05-22 from source/entities/modules/MOD-078.yaml