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.
-
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
Create an Asset
Collection of end points that relate to Tangible asset, arrangement and covenants creation, enables creation of Land & Building, Equipments, Specialised Assets
-
Creates assets that fall under classification of vehicles
-
Creates assets that fall under classification of equipments
-
Creates assets that fall under classification of land & buildings
-
Creates assets that fall under classification of specialised assets.
-
Registers the tangible asset into the system by capturing the basic details like asset class, asset type, cost details, depreciation details.
-
Creation of hire purchase agreement for the customer with terms & conditions.
-
Creation of lease agreement for the customer with terms & conditions.
-
Creation of chattel mortgage agreement for the customer with terms & conditions.
-
Captures and accepts new insurance for an asset, specifying details such as the insurer, coverage amount, policy number, and coverage period.
-
Captures and accepts details based on the the outcome of an inspection, including data such as the inspector, inspection date, status, and any comments about the assets condition.
-
Captures and accepts details when an asset has been inspected and officially accepted by the organization, documenting the data such as acceptance date, accepting party, and status.
-
Captures and accepts details when a vehicle has been inspected and officially accepted by the organization, documenting the data such as acceptance date, accepting party, and status.
-
Activation of an asset finance agreement. This action marks that the asset is delivered to the lessee and the contract terms are initiated.