Add or Remove Account Holders
Account | Servicing & Maintenance

Banks allow multiple account holders (for example, joint holders) to be recorded on accounts and also allow these account holders to be modified during the life of the account. This section describes how the bank can modify the involved account holders of an existing account.

  • Update the customer details of the account such as add or remove the joint customers, tax liability percentange, limit liability percentage of the joint customers

  • Update the customer details of the account such as add or remove the joint customers, tax liability percentange, limit liability percentage of the joint customers

Migration
Account | Servicing & Maintenance

Migration of accounts involves the process of updating and transitioning the account from an older or existing account. Below are the service operations and their APIs involved in the process.

  • Migration of a legacy system account contract to the given account product by providing the original contract date, account name, statement, payment frequency and start date, etc.

  • Captures the bill information of the account such as bill id, property names, bill amount etc. This is used to migrate the bills of a legacy contract which is migrated from other system & update the bill details

  • Captures the balance details of the account such as balance type, due amount etc. This is used to migrate the balances of a legacy contract which is migrated from other system & update the balance details