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
Create - FOREX
Forex Module is designed to meet the business needs of Foreign Exchange Management and involves covers all the various methods of booking the deals.
Create Spot Deal
POSTAllows to transfer positions between two dealers and hence no accounting or delivery is required.
Create Forward Deal
POSTAllows to transfer positions between two dealers and hence no accounting or delivery is required.
Create Swap Deal
POSTAllows to transfer positions between two dealers and hence no accounting or delivery is required.
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Allows to capture various customer requirements in one bulk order.
Limit Orders
POSTCreates forex limit order for a customer and also displays the list of existing limit orders
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Enables creation and authorisation of a single rate forex deal.
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Enables creation and authorisation of a multi rate forex deal.
Precious Metal Trade
POSTAllows to create forex spot or forward transactions on precious metals.
Broker Deal
POSTAllows to create an forex deal performed through a broker when the counterparty details are not known at the time of deal booking.
Internal Deal
POSTAllows to transfer positions between two dealers and hence no accounting or delivery is required.