| Bookmark Name | Actions |
|---|
Personal Financial Management (PFM) Account
| Name | Description | Introduced In |
|---|---|---|
| getPFMAccounts | This API allows the user to fetch all the Personal Financial Management (PFM) accounts. | 2020.04 |
|
Description: |
This API allows the user to fetch all the Personal Financial Management accounts. |
|
Method: |
customVerb - getPFMAccounts |
|
URL: |
/services/data/v1/RBObjects/operations/PFMAccounts/getPFMAccounts |
|
Security Level: |
Authorized App User |
|
Header Request: |
X-Kony-Authorization |
|
Body Request: |
Parameters year Specifies the year for which PFM Accounts are to be fetched monthId Specifies the id of the required month {
"year":2020,
"monthId":6
}
|
|
Response: |
Parameters /records Specifies an array of records that contains various details. supportBillPay Specifies whether the PFM Account supports the Bill Pay feature. The value is Boolean. bankName Specifies the name of the bank. availablePoints Specifies the available points that the customer can cash and use for later transactions. supportDeposit Specifies the amount that is present in the form of a deposit. availableBalance Specifies the account balance of the customer. isPFM Specifies whether the account is a PFM account or not. accountID Specifies the unique ID of the account. principalValue Specifies the principal value of the account. supportTransferTo openingDate Specifies the date and time on which the bank account was opened. outstandingBalance Specifies the outstanding amount that has been used by the customer over the available balance. interestRate Specifies the amount of interest rate. nickName Specifies the nickname of the customer. currentBalance Specifies the current available balance in the PFM account of the customer. accountType Specifies the type of account (Savings, Deposit, Checking, Loan, and so on) minimumDue Specifies the minimum due amount that the customer is yet to pay. lastStatementBalance Specifies the balance statement of the customer after the last transaction. supportTransferFrom Specifies the number of accounts from which the transfer occurs. currrencyCode Specifies the currency code of the PFM Account. totalCreditMonths Specifies the total number of credit months. totalDebitMonths Specfies the total number of debit months. {
"records": [
{
"supportBillPay": "1",
"accountName": "Rewards Savings",
"bankName": "Infinity",
"availablePoints": "0",
"supportDeposit": "1",
"availableBalance": "6700.89",
"isPFM": "true",
"accountID": "190128223241502",
"principalValue": "0.0",
"supportTransferTo": "1",
"openingDate": "2016-10-10T00:00:00",
"outstandingBalance": "0.0",
"interestRate": "0.0",
"nickName": "My Savings",
"currentBalance": "5296.78",
"accountType": "Savings",
"minimumDue": "0.0",
"lastStatementBalance": "0.0",
"supportTransferFrom": "1",
"currencyCode": "USD",
"totalCreditMonths": "370",
"totalDebitsMonth": "734"
} ]
|
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