Add or Remove Account Holders
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.
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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
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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
Create and Manage Customer
Creating customer profile within the bank's customer database or CRM system enables the banks to target specific customer segments with personalized messages and offers.
Create Customer
POSTCreate a customer with the information such as customer contact information, residence details, legal document details, occupation details and relationship details, etc provided by the user. It allows to create a customer with system generated id.
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Create a customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship
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Update customer details with the information such as customer contact information, residence details, legal document details, occupation details and relationship details, etc provided by the user
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Update customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship
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Retrieves the customer details such as customer contact information, residence details, legal document details, occupation details and relationship details for the specific customer
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Retrieves customer relationship details such as type of relationship, party information, related as, owning details, role & purpose of relationship for specific party or customer