Admin APIs (1.0)

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Our Administrative APIs serves as a centralized interface for Admin Users, Legacy Systems or Third Parties to perform essential actions within the Core Banking Platform.

Tailored specifically for administrative tasks, this API facilitates the setup and configuration of the platform, allowing Users to define parameters, functionalities, and manage administrative functions required for a succesful operation of the overall of the system.

From configuring product to extracting reports and data analytics, the Internal APIs empowers users to efficiently oversee and optimize the performance of the Core Banking Platform allowing for easy adaptation and efficient traceability.

The following Methods are divided into the following categories:

Category Purpose
Authentication API for authentication and security methods, including access control and verification of admin or third-party users, ensuring secure interactions.
Profile API for profile management, handling user data efficiently to ensure secure storage, updating, and retrieval of user information.
Debit API for debit module functionalities, enabling account creation, transaction management, balance inquiries, and real-time processing.
Deposit API for deposit module functionalities, facilitating account creation, deposit management, interest calculations, and real-time updates.
Lending API for lending module functionalities, supporting loan applications, payment plans, disbursements, and real-time management of credit accounts.
Transaction API for transaction methods, managing incoming, outgoing, and internal transactions efficiently and securely.

Configuration

CreateAlertBalanceAccounts

API method to create an alert when an account balance surpasses a threshold, notifying a set of internal users via email. The alert includes a counter to track the number of times it can be executed, ensuring effective monitoring of account balances.

path Parameters
accountId
required
string

GetAlertBalanceAccounts

API method to obtain the list of alerts and their parameters configured for an account, providing detailed information on each alert's criteria and settings for effective monitoring and management.

path Parameters
accountId
required
string

UpdateAlertBalanceAccounts

API method to update parameters of an already created alert, allowing modifications to criteria and settings for maintaining accurate and effective account monitoring.

path Parameters
accountId
required
string

GetOperativeAccounts

API method to obtain the list of operative accounts with their accounting account IDs, filtered by branch ID, ensuring detailed and organized account management by branch.

FindAll Deprecated

Search the entire list of registered Branches.

GetBranch

API method to obtain information from the branch searched by Branch ID, providing detailed data for effective branch management and oversight.

path Parameters
branchId
required
string

UpdateBranch

API method to update branch information, allowing modifications to branch details for accurate and current branch management.

GetCatalogList

API method to get a list of ID catalogs available and their information, providing comprehensive details for effective identification and management of catalog entries.

GetCatalogById

API method to obtain the list of items within a catalog, providing detailed information on catalog entries for accurate and effective management.

UpdateCatalogRow

API method to edit information of an available catalog item, allowing modifications to ensure accurate and up-to-date catalog entries.

GetMaintenance

Get a list of maintenance schedules set for the platform.

UpdateMaintenance

Update maintenance schedules

CreateConfiguration

Create an initial system configuration for the platform itself.

DeleteSystemConfiguration

Delete current system configuration for the platform itself.

GetConfigurations

Delete current system configuration for the platform itself.

UpdateSystemConfiguration

Update current values for the system configuration of the platform itself.

UpdateSystemConfigurationList

Update current list for the system configuration of the platform itself by adding or removing values according to last configuration.

CreateTemplate

Create a message notification template (to be sent via email and sms) for the end users when the event is registered.

DeleteTemplate

Delete a message notification template (to be sent via email and sms) for the end users when the event is registered.

GetTemplatesByBranchId

Get the list of all the templates configured for a organization.

GetTemplatesForAlerts

Get the list of all the templates configured for a organization related to alerts that will be sent to end users.

loadTemplateCatalogs

Get the information for a specific message template.

UpdateTemplateError

Personalize and update the information used for templates related to error messages.

Debit

AccountSchemeDelete

API method to delete an existing schema for a debit product, ensuring the removal of outdated or unnecessary configurations.

CreateAccountScheme

API method to create a new schema for a debit product, including name, alias, description, accounting account, product number, primary number, limits, commissions, and returns, ensuring comprehensive and accurate product configuration.

GetAccountSchemes

API method to consult the list of schemes for debit products, providing comprehensive details on existing schemes, including names, aliases, accounting accounts, product numbers, and primary numbers, ensuring users can effectively manage and review debit product configurations.

path Parameters
branchId
required
string

UpdateAccountScheme

API method to update a schema with details such as name, alias, description, accounting account, product number, primary number, and schemas to assign, ensuring accurate and up-to-date product configurations.

CreateAccount

API method to create a debit product for an existing user, including all necessary parameters such as name, alias, description, accounting account, product number, primary number, limits, commissions, and returns, ensuring a comprehensive and tailored product setup.

GetBalance

API method to obtain current account balance, in-transit balance, average balance, return rate, and details of incoming and outgoing transactions per month and per day, ensuring comprehensive financial insights and effective account management.

path Parameters
branchId
required
string
accountId
required
string

UpdateAccount

API method to update information of an existing debit product, allowing modifications to parameters such as name, alias, description, accounting account, product number, primary number, limits, commissions, and returns for accurate product management.

path Parameters
accountId
required
string

GetISO8583Codes

API method to obtain the list of active authorization codes for ISO8583, providing detailed information on current authorization codes used in card interchange messaging.

UpdateISO8583Codes

API method to update authorization descriptions and enable or disable codes for the Card Program, ensuring accurate and current management of authorization settings.

GetCommissions

API method to get commission schemes created and available for the debit module, providing detailed information on existing commission structures for effective financial management.

CreateCommission

API method to create a new commission scheme, allowing the definition of commission structures for accurate and efficient financial management.

UpdateCommission

API method to update an existing commission scheme, allowing modifications to commission structures for accurate and efficient financial management.

CommissionDelete

Delete commission Scheme.

Admin Profile

CreateAdminUser

API method to create a new administrative user, including branch ID, first and last name, email, username, password, and role, ensuring secure and efficient user management within the organization.

GetRoleList

API method to get a list of roles available to assign to administrative users, providing detailed role options for effective user management and assignment.

GetUserAdminUser

API method to get administrative user information using an administrative user ID, providing detailed data for effective user management and profile updates.

path Parameters
userId
required
string

UpdateAdminUser

API method to update administrative user data and role, allowing modifications to user information and role assignment for accurate and effective management.

AdminUsersFindAll

API method to obtain the list of registered administrative users and their user information, providing comprehensive details for effective user management and oversight.

AdminUserDeleteByUserId

API method to delete an administrative user, ensuring the removal of user access and information from the system for security and management purposes.

Transaction

BalanceAdjustmentAuthorize

API method to create an internal adjustment transaction between operational accounts or user accounts by performing an authorization, including a specific amount, concept, comment, and transaction coordinates, ensuring secure and efficient fund transfers within the system. This transaction is pending to be confirmed.

CalanceAdjustmentCancel

API method to cancel a internal adjustment transaction, ensuring accurate and balanced financial records within the system.

BalanceAdjustmentConfirm

API method to confirm an internal adjustment transaction derived from an admin user adjustment, ensuring the transaction is verified and accurately recorded within the financial system.

GetAdjustmentAccounts

API method to get a list of operating accounts and customer accounts available to initiate a balance adjustment transaction, providing necessary options for accurate financial adjustments.

HoldedTransactionsAuthorize

Authorize Held Transaction.

HoldedTransactionsCancel

Cancel Held transaction.

GetAccountInformation

Get information about the Operative Accounts set in the platform

GetBranchAccounts

Get the list of Operative Accounts set in the Core for Debit, Lending and Deposit modules.

ReadCommissionAccount

Get a summary about the comissions collected by the core in the Operative Accounts.

ReadLastTransactions

Get a set of the last transactions recorded in the Platform.

ReadOperativeAccount

Get information about an operative account (balance) during the period specified.

ReadTaxesAccount

Get the Balance of each Operative account set for Taxes.

ReadTransactionsStatus

Get the total amount of transaction per type as a summary.

FindAllByAccountholderId

Get all the transactions related to a single Account Holder.

ReadTransactionDetail

Get the details of a transaction (the lits of transaction detail, the list of autorizations, the accountholder ID and the accounts involved in the transaction).

ReadTransactions

Get a pageable, sorteable and filterable list of transactions of the Organization.

Notification

Send an incoming transaction performed by a card via API.

Deposit

Send an incoming deposit transaction to a user account.

Authorize

Send an authorization for an incoming transaction to a user account.

Confirm

Send a confirmation for an incoming transaction to a user account.

Reverse

Send a reversal for an incoming transaction to a user account.

Refund

Refund an incoming transaction to a user account.

Cancel

Cancel an incoming transaction to a user account.

Profile

GetAddress

Get Adress information using Postal Code.

Lending

GetAccountholderDetail

Get information of the Accountholder related to an application for a Loan or an Investment.

getAccountholderDetailforLoan

Get the detail of a Loan applicatuon from a specific Account holder.

getLendingApplications

Get the accounting accounts list to set up for a loan or an Investment.

GetAmortizationTable

Get amortization table from a product, amount, interest rate and the loan term configurations.

GetCreditDetails

Get the details of the products configured in the platform.

AddApplications

Create a new application to a specific lendig product.

GetApplications

Get all the applications pending in the organization.

UpdateApplications

Update information of applications done.

getApplicationDetail

Get the details of a specific Application.

BalanceAdjustmentAuthorize

Authorize a credit balance adjustment transaction for a specific lending.

BalanceAdjustmentConfirm

Confirm a credit balance adjustment transaction for a specific lending.

GetAdjustmentAccounts

Get the possible accounts to perform an adjustment for accountholder and his lending.

GetDashboardMetrics

Get all the KPIs of the Lending Module.

GetDocumentLayout

Get document layout linked to a specific product.

GetDocumentLayoutList

Get all the document layouts associated to a product.

SaveDocumentLayout

Updates a list of document layout related to a product.

getLcCommissions

Get Loan commission list for a specific product.

AddLoanComment

Add a comment in the log of cooments related to a loan.

GetAccountStatementList

Get all the account statements associated to a credit account.

GetAccountholders

Get all the active loans in the platform.

GetLoanComments

Get the loan comments of a specific Loan.

GetLoanDetail

Get the deails of a specific User and its active product.

GetLoanRecoveryDetail

Get a loan recovery detail.

UpdateLoan

Update Loan properties.

GetLcCommissions1

Get the comission list of a specific product.

SaveLoanCustomerCommission

Update the comission list of a specific product.

AddLendingProduct

Create a new loan product in the platform.

GetLendingProducts

Get the list of loan products created.

UpdateProduct

Udpate an existing loan product.

GetProductCategories

Get all the categories set in the platform for loan products.

GetProductDetail

Get the details of am existing product.

GetCommissionsByProduct

Get a product commission list by product identifier.

GetCommissionsByProduct

Get products list by category identifier.

GetProductsCategories

Get the category list for loans.

GetTransactionDetail

Get the deatails of a specific Transaction of the Lending Module.

GetAccountTransactions

Get a list of transactions performed by a lending product of a user.

GetTransactions

Get a list of transactions performed in the lending module.

DownloadFile

Download a file from a specific lending product.

GetUserFileTypes

Get file types by layout or category of the lending module.

GetUserFileTypesCategories

Get the file categories for lending module.

Listfiles

List possibles files to upload and history of files uploaded.

UploadFile

Upload a file into a current user application.

GetLcPaymentMethodData

Select the payment method for the loan in the application, it can be an external reference or payemnts linked to a user debit account.

UpdateApplicationStatus

Update the application status according to the workflow application:

  • Pending
  • Authorized
  • Canceled
  • Rejected
  • Authorized
  • Confirmed
  • Confirmed
  • Active

Deposit

GetAccountholderDetail

Get information of the Accountholder related to an application for a Loan or an Investment.

GetAccountholderDetailforInvestment

Get information of an accountholder for the application of an investment.

GetLcCommissions

Get information about commissions of a specific deposit product.

AddApplications

Create a new investment for a specific user.

GetAccountholders

Get information about all the investments products that a user has.

GetInvestmentDetail

Get information about a specif investment made by a user.

GetIvCommissions

Get product commission list.

SaveInvestmentCustomerCommission

Update comissions of a product.

AddProduct

Add an investment product.

UpdateProduct

Update an existing investment product.

GetProductCategories

Get the categories of Investment products.

GetProductDetail

Get the details of a specific product.

GetProducts

Get the list of Ivnestment products in the organization.

CreateAccount

Create an investment.

GetTransactionDetail

Get the detail of a specific transaction in the deposit module.

GetAccountTransactions

Get the list of transactions of a specific product.

GetTransactions

Get the list of transactions of the deposit module.