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
Evidence
Manage subscription for asset finance contracts & assets
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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.
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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.
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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.
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Captures and accepts new insurance for an asset, specifying details such as the insurer, coverage amount, policy number, and coverage period.
Update Evidence
PUTUpdate the evidences to specify its approval or rejection status.
Fetch Evidences
GETRetrieves evidence information such as evidence id, description, activity, and effective date.
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Retrieves the list of newly acquired evidences which require an acceptance action to advance the status to accepted status.
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Retrieves evidence details for a lease agreement as per the covenants and condition