Manage Interest
Cash Management | Account Maintenance

You can define the fixed and floating interest rates for credit balance, debit balance, and penalty charges for summary accounts and currency summary accounts. The interest conditions defined for the summary accounts are inherited from their underlying virtual accounts.

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 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.

  • Create a customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship

  • 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

  • Update customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship

  • Retrieves the customer details such as customer contact information, residence details, legal document details, occupation details and relationship details for the specific customer

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