Customer & Account Core
Retail banking back office. This module holds the single customer (party) record that every account links back to; products, accounts, the double-entry deposits ledger, statements and end-of-day processing build on top of it.
Back office
Customers
Create, search, view and amend party records with full audit of who changed what and when.
0 records on file
Deposit products
The catalog accounts are opened against — interest in basis points, fees and minimum balances in integer cents, dormancy threshold and currency. Product admins maintain it live, no redeploy.
0 active products in the catalog
Transaction search
Search the deposits ledger by date range on the value date and on the entry date, by amount range in integer cents, by type, direction, derived status and counterparty account — alone or in combination — with sorting, pagination and drill-down to the full balanced posting set behind every row.
0 customer postings in the ledger
Your access
Acting as Avery Chen (Customer service).
- customer:read
- customer:write
- product:read
- account:read
- account:open
- holder:manage
- consent:record
- posting:read
- statement:read