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ILS - Polaris

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  1. We have Polaris integrated with Teller to process patron payments. Within Teller, we would like to use Polaris patron credits as a form of payment. We have been talking to Teller about this, and we believe this can be achieved by getting patron credit information via the API. At present, the API only returns charges owed by a patron, not any credits a patron may have.

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  2. The ability to edit patron information—such as custom data fields or core registration details like name and email—without requiring the patron’s PIN or password would be highly beneficial. While using a Record Set to bulk edit standardized fields (e.g., expiration date or User1–User5) is extremely helpful, it doesn't cover all use cases.
    For example, we regularly receive updated information from our partner school, including address changes. Currently, the inability to programmatically update these records creates workflow bottlenecks and limits our efficiency in maintaining accurate patron data.

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