Target release 15.12 Epic Customer Self Service Portal Document status Document owner Adi 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