Migration
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.
Migrate Accounts
POSTMigration 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.
Migrate Bills
PUTCaptures 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
Migrate Balances
PUTCaptures 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
Account Information
Account information refers to the details and data associated with a financial account, such as a bank account, credit card account, or loan account. It includes information such as account holders details, account information, transaction activity, balances and so on.
-
Retrieves the details of the given arrangement such as arrangement id,account id,customer details,product details ,arrangement start date and arrangement status
-
Retrieves the currency, balances, limit details and arrangement details of the account
-
Retrieves the status of the given activity
-
Retrieves various types of balances such as cleared, online, locked and usable balance of the account
-
Retrieves account transaction details such as transaction type, amount, transaction reference, credit or debit indicator, booking and effective date of transaction
-
Retrieves the transaction list for a given Account Number-This API is deprecated and going forward the following URL has to be used.URL:/holdings/arrangements/{arrangementId}/transactions
-
Retrieves the activity log of an account-This API is deprecated and going forward the following URL has to be used.URL:/holdings/arrangements/{arrangementId}/activities
-
Allows to create and manage various types of accounts such as current, savings, corporate, islamic, non-resident and minor accounts created using the Arrangement Architecture. Pool accounts can also be created for Notional pooling purpose
Fetch Simulation
GETRetrieves the simulated activity details of an account