Sweep
Sweeps are a movement of funds from one virtual account to another targeting to maintain the defined minimum or maximum amount of account balances. You can set up balance sweeps among virtual accounts that are part of the same structure and currency. You can also perform sweeps among accounts in a cash pool group.
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Retrieve the processed sweeps.
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Retrieves sweep with rules which will be checked against to see if a transfer of funds needs to be made from one account to another.
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Retrieves the cashpool group details of the virtual accounts.
Add or Remove Account Holders
It is a common banking practice to have more than one party, for example joint-holders, in a deposit. This section describes how a bank can maintain the deposit contract by adding or removing parties to an existing deposit.
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Update the customer details of the term deposit such as add or remove joint customers
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Update the customer details of the term deposit such as add or remove joint customers
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Retrieves all the customer details for the given arrangement such as customer id, customer name, customer role, their beneficiary type, limit allocation percentage, GL allocation percentage and tax liability percentage.