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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