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
Enquiries - Fixed Asset
Catalogue of enquiries that provide extensive information on the Tangible assets, its lifecycle actions & status
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Retrieves the valuation details of the asset like valuation date, currency, amount, method & type
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Retrieves the incident details of the asset like incident date, incident type, authority reported & other party details
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Retrieves the insurance details of the asset like policy number, policy start date, policy expiry date, coverage limit, premium amount
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Retrieves the maintenance details of the asset like date, usage, supplier reference, invoice amount, service cost & service cost type
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Retrieves the inspection details of the asset like date, usage, estimated total repair cost, estimated total repair duration & Spare parts details
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Retrieves the usage details of the asset like usage, usage units, date of activity, date of recording
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Retrieves the list of activities performed during the life cycle of a fixed asset by querying based on asset id, start date, end date, activity id. Asset Id is mandatory querying parameter
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Retrieves the unauthorised activities such as register,purchase,capital improvement, transfers,disposal, writeoff performed during the fixed asset life cycle.
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Retrieves the details of accounting entries for a specific transaction that includes entry reference , account number , name , transaction code , date , amount , currency and narrative.
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Retrieves all the unauthorised non-financial activities of fixed assets such as updating basic details, vehicles, equipments, land & buildings, incident, inspection, insurance, valuation, maintenance, usage
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Retrieves all the authorised non-financial activities of fixed assets such as updating basic details, vehicles, equipments, land & buildings, incident, inspection, insurance, valuation, maintenance, usage.
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Retrieves the unauthorised supplier payments resulted during work in progress, purchase and capital improvement activities during the life cycle of fixed asset.
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Retreives the summary of fixed asset such as asset class, asset type, asset entity, purchase date, asset cost, original value, depreciation details, market value and ias classification by querying based on asset id or asset status as one of the mandatory parameter.