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Page Properties
Target release15.12
EpicCustomer Self Service Portal
Document status
Status
titleDRAFT
Document ownerAdi Raju
Designer
Adi Raju
Developers
Adi Raju
QA
SSN

 

Overview

As part of Phase 1 (Q4 2015), APIs for managing Customer Self Service users, view loan accounts, view savings accounts and fund transfers within own accounts were provided.

As part of Phase 2 (Q1 2016), APIs for creating loan application and fund transfers to others' accounts would be provided.

Business Requirements

  • Loan Application
    • CSS user should be able to apply for loans
  • Fund transfers to others account
    • Administrator user should be able to set daily limits(amount) for fund transfers to others' accounts
    • CSS user should be able to add Third Party Transfer beneficiaries and set sub-limit for each beneficiary
    • CSS user should be able to retrieve template for TPT fund transfers
    • CSS user should be able to initiate fund transfer to TPT beneficiary
    • Fund transfer shall be from own savings accounts to any type of TPT account (savings/loans)

APIs

Loan Application