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 - Forward Rate Agreement
The transaction can be booked for Hedging purposes, it can also be booked for general Trading and Arbitrage purposes. The following types of FRA Deals can be booked.
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Creates an agreement between two parties to protect against future movements in interest rate.
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Creates an agreement between two parties to protect against future movements in interest rate.
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Creates an agreement between two parties to protect against future movements in interest rate.
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Creates an agreement between two parties to protect against future movements in interest rate.
Enquire - Forward Rate Agreement
Various enquiries designed to provide output
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Lists all forward rate agreements with trade position.
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Lists all forward rate agreements with hedge position.
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Lists forward rate agreements that are unfixed and have crossed the fixing date.
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List forward rate agreements that are to be matured in the next 10 days.
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List all forward rate agreements that are to be confirmed by the broker.
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List all forward rate agreements that are to be confirmed by the counterparty.
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Allows to review, amend and authorise a forward rate agreement transaction.