Migration
Deposits | Deposit Maintenance

Below are the service operations and their respective APIs involved in migration of deposits, bills and deposit balances.

  • Migrate Deposits
    POST

    Migration of a legacy system deposit contract to the given deposit product by providing the original contract date, account name, statement, payment frequency and start date, etc. This can be used for migrating the legacy contract to deposits account by providing required details.

    json Download JSON
  • Migrate Bills
    PUT

    Captures the bill information of the deposits 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.

    json Download JSON
  • Migrate Balances
    PUT

    Captures the balance details of the deposits 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.

    json Download JSON
View More

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.

    json Download JSON
  • 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

    json Download JSON
  • 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

    json Download JSON
  • 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

    json Download JSON
  • 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

    json Download JSON
  • 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

    json Download JSON
View More