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Arrangements MicroApp API Connectors

The following are the modules and sub-modules of the Arrangement MA:

Dashboard - My Summary
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Dashboard My Summary View the list of all Accounts Enable to display all the accounts associated with the banks and the external bank accounts along with the details. HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Arrangement ms-arrangement-api/api/v2.0.0/holdings/parties/<companyId-core customerid>/bulkarrangements?productline=ACCOUNTS,LENDING,DEPOSITS,Portfolio v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Available Balance Entitiled to show balances available for each account ( Current/Savings ) HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Holdings ms-holdings-api/api/v3.0.0/holdings/accounts/<companyId-core customerid>/balances?roleId=ADMIN v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Total Available Balance for the Accounts Facilitate showing the summation of the Total Available balance at the individual product level with the same currency(Current/Savings) HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Holdings ms-holdings-api/api/v3.0.0/holdings/accounts/<companyId-core customerid>/balances?roleId=ADMIN v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Current Balance Facilitate showing the Current Balance (Ledger Balance) for the Deposit accounts HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Holdings ms-holdings-api/api/v3.0.0/holdings/accounts/<companyId-core customerid>/balances?roleId=ADMIN v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Total Current Balance Facilitate showing the summation of the Current Balance (Ledger Balance) for the Deposit product type with the same currency HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Holdings ms-holdings-api/api/v3.0.0/holdings/accounts/<companyId-core customerid>/balances?roleId=ADMIN v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Outstanding Balance Facilitate showing the Outstanding balance for the Loan Accounts HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Holdings ms-holdings-api/api/v3.0.0/holdings/accounts/<companyId-core customerid>/balances?roleId=ADMIN v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Total Outstanding Balance Facilitate showing the summation of the total outstanding balance for the Loan product type with the same currency HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList Holdings ms-holdings-api/api/v3.0.0/holdings/accounts/<companyId-core customerid>/balances?roleId=ADMIN v2.0.0/holdings/customers/<Customer Ids List>/holdings
Dashboard My Summary View Mortgage Facility Facilitate showing the list of Mortgage Facility Accounts associated with the user. HomepageMA services/data/v1/Holdings/operations/DigitalArrangements/getList NA NA v3.0.0/holdings/customers/<CorecustomerID>/holdings
Dashboard - Upcoming Transactions
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Dashboard Upcoming Transactions Upcoming Transactions Facilitate showing the following "X" days of Scheduled Transactions. At present, showing the next seven days of the Transactions HomepageMA services/data/v1/Holdings/operations/TransactionsList/getUserScheduledTransactions NA NA /v1.0.0/order/paymentOrders?page_size=$pageSize&currentPaymentState=$currentPaymentState&paymentExecutionDateGT=$searchStartDate&paymentExecutionDateLE=$searchEndDate&debitAccountId=$debitAccountId /v1.0.0/order/standingOrders?accountId=$accountId
Account Overview - Account Details
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Account Overview Account Details Account summary View Current / Ledger Balance, Available Balance/ Pending deposits/ withdrawals, and other details for Savings and Current / Checking account. Arrangement Overview Holdings/operations/ArranagementDetails/getDetails Arrangement and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v2.0.0/holdings/accounts/<accountID>
Account Overview Account Details Interest Details View Credit Interest Rate/ Last Interest Paid YTD/ Interest Acctued details for Savings and Current / Checking account. Arrangement Overview Holdings/operations/ArranagementDetails/getDetails Arrangement /holdings/bulkarrangements/$accountID?altname=ACCOUNT v2.0.0/holdings/accounts/<accountID>
Account Overview Account Details Account additional information Number, Account number, Account Holding information, Customer name for Savings and Current / Checking account Arrangement Overview Holdings/operations/ArranagementDetails/getDetails Arrangement and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v2.0.0/holdings/accounts/<accountID>
Account Overview - Recent Transactions
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Account Overview Recent Transactions View Pending Transactions View pending transactions for an account initiated by the user that are not completely processed. Comprises of tab segregations such as Transfers/ Deposits/ Checks/ Withdrawals/ Blocked funds Arrangement Overview Holdings/operations/TransactionsList/getRecent Holdings https://_$_HOLDINGS_HOST_URL_$_/holdings/accounts/$accountId/transactions?transactionType=$transactionType&minAmount=$searchMinAmount&maxAmount=$searchMaxAmount&pageNumber=$offset&pageSize=$limit&fromDate=$searchStartDate&toDate=$searchEndDate&description=$searchDescription&roleId=ADMIN&transactionId=$transactionId NAhttps://_$_T24_TRANSACTIONS_HOST_URL_$_/v2.0.0/holdings/transactions?listType=PENDING&transactionCode=$transactionType&accountId=$accountID&dateFrom=$searchStartDate&page_size=$limit&page_start=$page_start&dateTo=$searchEndDate&minimumAmount=$searchMinAmount&maximumAmount=$searchMaxAmount
Account Overview Recent Transactions View Posted Transactions View posted transactions for an account that is the transaction is completed. Comprises of tab segregations such as Transfers/ Deposits/ Checks/ Withdrawals/ Blocked funds Arrangement Overview Holdings/TransactionsList/getRecent Holdings https://_$_HOLDINGS_HOST_URL_$_/holdings/accounts/$accountId/transactions?transactionType=$transactionType&minAmount=$searchMinAmount&maxAmount=$searchMaxAmount&pageNumber=$offset&pageSize=$limit&fromDate=$searchStartDate&toDate=$searchEndDate&description=$searchDescription&roleId=ADMIN&transactionId=$transactionId https://_$_T24_TRANSACTIONS_HOST_URL_$_/v2.0.0/holdings/transactions?listType=COMPLETED&accountId=$accountID&transactionCode=$transactionType&dateFrom=$searchStartDate&page_size=$limit&page_start=$page_start&dateTo=$searchEndDate&minimumAmount=$searchMinAmount&maximumAmount=$searchMaxAmount
Account Overview - Print Transactions
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Account Overview Print Transactions Print Transactions Print transactions list from a page overview, which downloads the list of transactions viewable in the displayed transaction list Arrangement Overview Holdings/operations/ArranagementDetails/getDetails Arrangement and Holdings https://_$_HOLDINGS_HOST_URL_$_/holdings/accounts/$accountId/transactions?transactionType=$transactionType&minAmount=$searchMinAmount&maxAmount=$searchMaxAmount&pageNumber=$offset&pageSize=$limit&fromDate=$searchStartDate&toDate=$searchEndDate&description=$searchDescription&roleId=ADMIN&transactionId=$transactionId v2.0.0/holdings/customers/<Customer Ids List>/holdings
Account Overview - Blocked Funds
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Account Overview Blocked Funds View Blocked Funds View list of blocked transactions for the selected account. Arrangement Overview Holdings/BlockFunds/getList NA NA https://_$_T24_TRANSACTIONS_HOST_URL_$_ /v2.0.0/holdings/accounts/reservedFunds?$filter
Account Overview Blocked Funds Search Blocked Funds Search for blocked transactions within an account by entering keyword, date range and transaction reference number. Arrangement Overview Holdings/BlockFunds/getList NA NA https://_$_T24_TRANSACTIONS_HOST_URL_$_ /v2.0.0/holdings/accounts/reservedFunds?$filter
Account Settings - Account Preferences
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Account Settings Account Preferences Account Nickname Entitle the user to Edit/update the Nick name for the Accounts Manage Arrangement MA Holdings/ArrangementPreferences/UpdateDetails NA NA /v1.0.0/holdings/products/$arrangementId PUT
Account Settings Account Preferences Enable Statement Preferences Facilitate the user to enable the preference for E-statements for the specific accounts Manage Arrangement MA Holdings/ArrangementPreferences/UpdateDetails Arrangements ms-arrangement-api/api/v3.0.0/holdings/arrangements/ PUT /v1.0.0/holdings/products/$arrangementId PUT
Account Settings Account Preferences Disable Statement Preferences Facilitate the user to disable the preference for E-statements for the specific accounts Manage Arrangement MA Holdings/ArrangementPreferences/UpdateDetails Arrangements ms-arrangement-api/api/v3.0.0/holdings/arrangements/ PUT /v1.0.0/holdings/products/$arrangementId PUT
Cheque Management - Cheque Book
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Cheque Management Cheque Book New Cheque book Request Request for new cheque book to be delivered to the mailing address or collect directly from the branch Arrangement Overview services/data/v1/ChequeManagement/operations/ChequeBook/getChequeType Service Request NA v1.0.0/reference/chequeTypes?category={categoryId}
Cheque Management Cheque Book Cheque book Request To view entire list of cheque book requested by the user for a account Arrangement Overview  services/data/v1/ChequeManagement/operations/ChequeBook/getRequest NA NA  /v1.0.0/holdings/chequeIssues?$filter
Cheque Management Cheque Book View My Cheques View the status of individual cheque that have been issued to customers (Presented, cleared,stopped)along with the cheque number, payee Name, amount And Date Arrangement Overview services/data/v1/ChequeManagement/operations/ChequeDetails/getDetails NA NA /v1.0.0/holdings/cheques
Cheque Management - Stop Payment
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Cheque Management Stop Payment Create Stop Payment Request Initiate a stop payment instruction for single or series of cheque and view the fee or service charges that are associated Arrangement Overview Cheque Management/StopPayment/createRequest NA NA {base_url}//v1.0.0/order/paymentStops/$fromAccountNumber
Cheque Management Stop Payment View Stop Payment Request To view entire list of stop payment instruction for single or series of cheque requested by the user for a account Arrangement Overview Cheque Management/StopPayment/getRequest NA NA {base_url}//v1.0.0/order/paymentStops/$fromAccountNumber
Cheque Management Stop Payment Revoke Stop Payment Request Users can initiate a stop payment request for various reasons. Now the users will also have the option to revoke the stop payment request of a single cheque or series of cheques. Arrangement Overview Cheque Management/RevokeStopPayment/createRequest Service Request    
Cheque Management - Deposit Details
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Deposit Overview Deposit Details Balance Overview View Current Balance, Maturity Amount and other details for Term Deposit Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/deposits/<accountID>
Deposit Overview Deposit Details Interest Details View Interest Rate, Interest Accrued and other details for Term Deposit Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/deposits/<accountID>
Deposit Overview Deposit Details Additional information View Account Number, Account Holding information for Term Deposit Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/deposits/<accountID>
Deposit Overview Recent Transactions View Deposit Transactions View posted transactions for an Deposit account. Arrangement Overview Holdings/TransactionsList/getRecent - - -
Loan Overview Loan Details Balance Overview View Outstanding Balance, Current Due and other details for Loan Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Details Interest Details View Interest Rate, Sanctioned Amount and other details for Loan Account Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Details Additional information View Account Number, Account Holding information for Loan Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements, and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Details Installment Details View Summary of Paid, Overdue and Future Installments on the Loan Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Recent Transactions View Loan Transactions View posted transactions for an loan account. Arrangement Overview Holdings/TransactionsList/getRecent      
Loan Overview Loan Schedule View Overdue Installments Enable customers to view installments that are overdue on their Loan account. Arrangement Overview Holdings/TransactionsList/getRecent   /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Schedule View Paid Installments Enable customers to view previously paid installments on their Loan account. Arrangement Overview Holdings/TransactionsList/getRecent   /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Mortgage facility Mortgage details Mortgage summary View Total outstanding balance, Commitment amount, Utilized amount & Total Paid to date Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageFacilityDetails     v2.0.0/holdings/facilities/<Facility ArrangementID>
Mortgage facility Mortgage details Property & term View Property address, Property type, Commitment term(in Months & years), Effective date, Maturity date Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageFacilityDetails     v2.0.0/holdings/facilities/<Facility ArrangementID>
Mortgage facility Mortgage details Mortgage information View Account number(masked icon), IBAN(masked icon), Primary Borrower, Co- Borrowers Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageFacilityDetails     v2.0.0/holdings/facilities/<Facility ArrangementID>
Mortgage facility Mortgage Loan account details Account summary View Account number(masked icon), Total overdue, Outstanding balance, Next payment amount, Next payment date Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageDrawings     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage Loan account details Installment Details View Paid installments, Overdue installments, Future installments Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage Loan account details Interest Details View Interest Paid YTD, Disbursed date, Last payment amount & date, Payment frequency, Interest rate, Principal amount, Maturity date Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage details Recent Transactions View the list of all transactions of the respective loan/drawing under the selected mortgage facility on the All transactions tab. Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage details Loan schedule View the list of installments to the respective mortgage loan account on the Loan Schedule tab. Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage details Change repayment account Facilitate to change the repayment account for repayment of installments of mortgage loans taken under a mortgage facility Arrangement Overview services/data/v1/ServiceRequestAPI/operations/ServiceRequestJSON/createOrder Service Request /api/v2.0.0/orders/party/$partyId/type/$type/subtype/$subtype/serviceRequest  
Mortgage facility Mortgage details Change repayment date Facilitate to change the repayment date for repayment of installments of mortgage loans taken under a mortgage facility Arrangement Overview services/data/v1/ServiceRequestAPI/operations/ServiceRequestJSON/createOrder Service Request /api/v2.0.0/orders/party/$partyId/type/$type/subtype/$subtype/serviceRequest  
Deposit Overview - Recent Transactions
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Deposit Overview Recent Transactions View Deposit Transactions View posted transactions for an Deposit account. Arrangement Overview Holdings/TransactionsList/getRecent - - -
Loan Overview - Loan Details
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Loan Overview Loan Details Balance Overview View Outstanding Balance, Current Due and other details for Loan Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Details Interest Details View Interest Rate, Sanctioned Amount and other details for Loan Account Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Details Additional information View Account Number, Account Holding information for Loan Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements, and Holdings /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Details Installment Details View Summary of Paid, Overdue and Future Installments on the Loan Account. Arrangement Overview Holdings/ArranagementDetails/getDetails Arrangements /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview - Recent Transactions
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Loan Overview Recent Transactions View Loan Transactions View posted transactions for an loan account. Arrangement Overview Holdings/TransactionsList/getRecent      
Loan Overview - Loan Schedule
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Loan Overview Loan Schedule View Overdue Installments Enable customers to view installments that are overdue on their Loan account. Arrangement Overview Holdings/TransactionsList/getRecent   /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Loan Overview Loan Schedule View Paid Installments Enable customers to view previously paid installments on their Loan account. Arrangement Overview Holdings/TransactionsList/getRecent   /holdings/bulkarrangements/$accountID?altname=ACCOUNT v1.1.0/holdings/loans/<accountID>
Mortgage facility - Mortgage details
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Mortgage facility Mortgage details Property & term View Property address, Property type, Commitment term(in Months & years), Effective date, Maturity date Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageFacilityDetails     v2.0.0/holdings/facilities/<Facility ArrangementID>
Mortgage facility Mortgage details Mortgage information View Account number(masked icon), IBAN(masked icon), Primary Borrower, Co- Borrowers Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageFacilityDetails     v2.0.0/holdings/facilities/<Facility ArrangementID>
Mortgage facility Mortgage details Recent Transactions View the list of all transactions of the respective loan/drawing under the selected mortgage facility on the All transactions tab. Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage details Loan schedule View the list of installments to the respective mortgage loan account on the Loan Schedule tab. Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage details Change repayment account Facilitate to change the repayment account for repayment of installments of mortgage loans taken under a mortgage facility Arrangement Overview services/data/v1/ServiceRequestAPI/operations/ServiceRequestJSON/createOrder Service Request /api/v2.0.0/orders/party/$partyId/type/$type/subtype/$subtype/serviceRequest  
Mortgage facility Mortgage details Change repayment date Facilitate to change the repayment date for repayment of installments of mortgage loans taken under a mortgage facility Arrangement Overview services/data/v1/ServiceRequestAPI/operations/ServiceRequestJSON/createOrder Service Request /api/v2.0.0/orders/party/$partyId/type/$type/subtype/$subtype/serviceRequest  
Mortgage facility - Mortgage Loan account details
Module Sub-Module Feature Description Visualizer Micro app Experience API Microservice MS API Transact API
Mortgage facility Mortgage Loan account details Account summary View Account number(masked icon), Total overdue, Outstanding balance, Next payment amount, Next payment date Arrangement Overview services/data/v1/Holdings/operations/Mortgage/getMortgageDrawings     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage Loan account details Installment Details View Paid installments, Overdue installments, Future installments Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings
Mortgage facility Mortgage Loan account details Interest Details View Interest Paid YTD, Disbursed date, Last payment amount & date, Payment frequency, Interest rate, Principal amount, Maturity date Arrangement Overview services/data/v1/Holdings/operations/TransactionsList/getRecent     v2.0.0/holdings/facilities/<Facility ArrangementID>/drawings

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Published on :
Thursday, May 30, 2024 1:07:40 PM IST