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 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

Subscription
Asset Finance

Manage subscription for asset finance contracts & assets

  • Allows to add base payments (such as rentals) or other add-on payments (such as insurance, or maintencance) for hire purchase , lease , chattel mortgage, and asset finance agreements.

  • Allows to amend base payments (such as rentals) or other add-on payments (such as insurance, or maintencance) for hire purchase , lease , chattel mortgage asset finance agreements.

  • Allows to cancel base payments (such as rentals) or other add-on payments (such as insurance, or maintencance) for hire purchase , lease , chattel mortgage asset finance agreements.

  • Retrieves the list of subscriptions based on the product line id and optional query parameters such as customerId or agreement id