Personal Finance Management (PFM)
Colloquially known as My Money, this feature provides the ability for users to aggregate financial transactions in one place and then use that data to manage money. The application provides options to the user to view spending pattern, budgets allocated and used for categories, as well as to categorize specific transactions under a category. The way this will be implemented in the field is to integrate with a third party Personal Finance Management (PFM) provider to show rich, interactive, and meaningful charts to provide the customer reports around spending patterns and expenses by category. The integration involves connecting to the vendor's API, pulling key account/transaction data and then showing data in the online banking application using Temenos data visualization capabilities.
The following features are available in this section:
In this topic