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.

  • Migrate Accounts
    POST

    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.

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  • Migrate Bills
    PUT

    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

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  • Migrate Balances
    PUT

    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

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Create and Manage Customer
Customer Management | Creation

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
    POST

    Create 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 Customer Relationships
    POST

    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
    PUT

    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
    PUT

    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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  • Retrieve Customer Details
    GET

    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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  • Retrieve List of Customer Relationships
    GET

    Retrieves customer relationship details such as type of relationship, party information, related as, owning details, role & purpose of relationship for specific party or customer

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