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.
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