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Depositproduct

A deposit product defines the terms and constraints on deposit accounts

accountingSettings objectrequired

Accounting settings, defines the accounting settings for the product.

accountingMethodstringrequired

The calculation method used for accounting.

Possible values: [NONE, CASH, ACCRUAL]

accountingRules object[]

A list of accounting rules for the product.

  • Array [
  • encodedKeystring

    The encoded key of the accounting rule, auto generated, unique.

    financialResourcestringrequired

    General Ledger Financial Resources used to setup the product accounting rules and determine the credit and debit accounts when logging journal entries

    Possible values: [PORTFOLIO_CONTROL, FUND_SOURCE, WRITE_OFF_EXPENSE, INTEREST_INCOME, PAYMENT_HOLIDAY_INTEREST_INCOME, TAXES_PAYABLE, FEE_INCOME, PENALTY_INCOME, NEGATIVE_INTEREST_PAYABLE_RECEIVABLE, NEGATIVE_INTEREST_PAYABLE, INTEREST_RECEIVABLE, PAYMENT_HOLIDAY_INTEREST_RECEIVABLE, FEE_RECEIVABLE, PENALTY_RECEIVABLE, TAXES_RECEIVABLE, DEFERRED_INTERESTS_INCOME, DEFERRED_FEE_INCOME, DEFERRED_TAXES, DEPOSIT_REFERENCE, SAVINGS_CONTROL, INTEREST_EXPENSE, INTEREST_PAYABLE, NEGATIVE_INTEREST_INCOME, NEGATIVE_INTEREST_RECEIVABLE, OVERDRAFT_PORTFOLIO_CONTROL, OVERDRAFT_INTEREST_INCOME, OVERDRAFT_WRITE_OFF_EXPENSE, OVERDRAFT_INTEREST_RECEIVABLE, INTER_BRANCH_TRANSFER, INTEREST_FROM_ARREARS_INCOME, INTEREST_FROM_ARREARS_RECEIVABLE, INTEREST_FROM_ARREARS_WRITE_OFF_EXPENSE, PROFIT_EXPENSE, PROFIT_PAYABLE, MUDARIB_SHARE, DISTRIBUTABLE_PROFIT, INTEREST_FROM_FEES_INCOME, INTEREST_FROM_FEES_RECEIVABLE, INTEREST_FROM_FEES_WRITE_OFF_EXPENSE, CREDIT_BALANCE_PAYABLE]

    glAccountKeystringrequired

    The encoded key of the account that is mapped to the financialResource

  • ]
  • interestAccrualCalculationstring

    The accounting interest calculation option selected for the product.

    Possible values: [NONE, AGGREGATED_AMOUNT, BREAKDOWN_PER_ACCOUNT]

    interestAccruedAccountingMethodstring

    The interval defined for a product when the interest accrues should be maintained.

    Possible values: [NONE, DAILY, END_OF_MONTH]

    availabilitySettings object

    Holds information about product availability.

    availableForstring[]

    Possible values: [INDIVIDUALS, PURE_GROUPS]

    branchSettings object

    Holds information about branch availability for the product.

    availableProductBranchesstring[]

    Holds the encoded keys of the branches this product should be available for.

    forAllBranchesboolean

    Indicates if this product should be available for all branches

    categorystring

    Indicates the category that the product belongs to

    Possible values: [PERSONAL_DEPOSIT, BUSINESS_DEPOSIT, DAILY_BANKING_ACCOUNTS, BUSINESS_BANKING_ACCOUNTS, STORED_VALUE_ACCOUNTS, SHARIAH_CONSUMER_DEPOSITS, SHARIAH_BUSINESS_DEPOSITS, SHARIAH_DAILY_BANKING_ACCOUNTS, SHARIAH_BUSINESS_BANKING_ACCOUNTS, UNCATEGORIZED]

    creationDatestring<date-time>

    The date this product was created

    Example: 2016-09-06T13:37:50+03:00
    creditArrangementSettings object

    The funding settings, holds the settings regarding the funding for the loan product.

    creditArrangementRequirementstring

    Shows whether accounts created after this product can/should be part of a line of credit.

    Possible values: [OPTIONAL, REQUIRED, NOT_REQUIRED]

    currencySettings object

    Currency settings for the product.

    currencies object[]

    Currencies that can be used by accounts of this product

  • Array [
  • codestring

    Fiat(ISO-4217) currency code or NON_FIAT for non fiat currencies.

    Possible values: [AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BOV, BRL, BSD, BTN, BWP, BYR, BYN, BZD, CAD, CDF, CHE, CHF, CHW, CLF, CLP, CNY, COP, COU, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, EUR, FJD, FKP, GBP, GEL, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, INR, IQD, IRR, ISK, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LTL, LVL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MRU, MUR, MVR, MWK, MXN, MXV, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SLE, SOS, SRD, STD, STN, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, USD, USN, UYI, UYU, UYW, UZS, VED, VEF, VES, VND, VUV, WST, XAG, XAU, XAF, XBA, XBB, XBC, XBD, XCD, XCG, XDR, XOF, XPD, XPF, XPT, XSU, XTS, XUA, XXX, YER, ZAR, ZIG, ZWG, ZMK, ZWL, ZMW, SSP, NON_FIAT]

    currencyCodestring

    Currency code for NON_FIAT currency.

  • ]
  • encodedKeystring

    The encoded key of the deposit product, auto generated, unique

    feesSettings object

    Defines fees settings for the product.

    allowArbitraryFeesboolean

    Only if true users will be able to apply fees, for current object, of type 'Other'; these fees can have any amount.

    fees object[]

    List of all fees that can be applied for accounts of this loan product.

  • Array [
  • accountingRules object[]

    A list of accounting rules defined for this fee. If null, product default rules are selected.

  • Array [
  • encodedKeystring

    The encoded key of the accounting rule, auto generated, unique.

    financialResourcestringrequired

    General Ledger Financial Resources used to setup the product accounting rules and determine the credit and debit accounts when logging journal entries

    Possible values: [PORTFOLIO_CONTROL, FUND_SOURCE, WRITE_OFF_EXPENSE, INTEREST_INCOME, PAYMENT_HOLIDAY_INTEREST_INCOME, TAXES_PAYABLE, FEE_INCOME, PENALTY_INCOME, NEGATIVE_INTEREST_PAYABLE_RECEIVABLE, NEGATIVE_INTEREST_PAYABLE, INTEREST_RECEIVABLE, PAYMENT_HOLIDAY_INTEREST_RECEIVABLE, FEE_RECEIVABLE, PENALTY_RECEIVABLE, TAXES_RECEIVABLE, DEFERRED_INTERESTS_INCOME, DEFERRED_FEE_INCOME, DEFERRED_TAXES, DEPOSIT_REFERENCE, SAVINGS_CONTROL, INTEREST_EXPENSE, INTEREST_PAYABLE, NEGATIVE_INTEREST_INCOME, NEGATIVE_INTEREST_RECEIVABLE, OVERDRAFT_PORTFOLIO_CONTROL, OVERDRAFT_INTEREST_INCOME, OVERDRAFT_WRITE_OFF_EXPENSE, OVERDRAFT_INTEREST_RECEIVABLE, INTER_BRANCH_TRANSFER, INTEREST_FROM_ARREARS_INCOME, INTEREST_FROM_ARREARS_RECEIVABLE, INTEREST_FROM_ARREARS_WRITE_OFF_EXPENSE, PROFIT_EXPENSE, PROFIT_PAYABLE, MUDARIB_SHARE, DISTRIBUTABLE_PROFIT, INTEREST_FROM_FEES_INCOME, INTEREST_FROM_FEES_RECEIVABLE, INTEREST_FROM_FEES_WRITE_OFF_EXPENSE, CREDIT_BALANCE_PAYABLE]

    glAccountKeystringrequired

    The encoded key of the account that is mapped to the financialResource

  • ]
  • amountnumber

    The amount of the fee

    amountCalculationFunctionNamestring

    External function

    amountCalculationMethodstring

    The amount from which the fee is calculated using percentageAmount

    Possible values: [FLAT, MAMBU_FUNCTION]

    applyDateMethodstring

    Shows when a fee should be applied; to be used with monthly deposit fees

    Possible values: [MONTHLY_FROM_ACTIVATION, FIRST_OF_EVERY_MONTH]

    creationDatestring<date-time>

    Shows the creation date of the fee

    Example: 2016-09-06T13:37:50+03:00
    encodedKeystring

    The encoded key of the predefined fee, auto generated, unique

    feeApplicationstringrequired

    The type of fee application when disbursement is applied

    Possible values: [REQUIRED, OPTIONAL]

    idstring

    The id of the fee

    lastModifiedDatestring<date-time>

    Shows the last modified date of the fee

    Example: 2016-09-06T13:37:50+03:00
    namestring

    The name of the fee

    statestringrequired

    Indicates the state of the fee

    Possible values: [ACTIVE, INACTIVE]

    triggerstringrequired

    Shows the event that will trigger a fee

    Possible values: [MANUAL, MONTHLY_FEE, ARBITRARY]

  • ]
  • idstringrequired

    The id of the product, can be generated and customized, unique

    interestSettings object

    The interest settings, defines constraints regarding interest that will be used on the deposit account based on this product.

    collectInterestWhenLockedboolean

    Whether locked accounts still collect Interest or not

    daysInYearstring

    How many days in a year should be used for interest calculations

    Possible values: [ACTUAL_365_FIXED, ACTUAL_360, ACTUAL_ACTUAL_ISDA, E30_360, E30_42_365, BUS_252]

    interestCalculationBalancestring

    The balance which is used for the Interest calculation

    Possible values: [MINIMUM, AVERAGE, END_OF_DAY, MINIMUM_TO_END_OF_DAY, FRENCH_INTEREST_ACCRUAL]

    interestGainsProvidedEndDatestring<date>

    The date when the accounts under this product, will no longer have interest gains provided

    Example: 1987-04-26
    interestGainsProvidedStartDatestring<date>

    The date when the accounts of this product will start to have interest gains provided. Starting with this date 0 interest rate is enforced on the accounts of this product.

    Example: 1987-04-26
    interestPaidIntoAccountboolean

    If interest should be payed into the deposit account

    interestPaymentSettings object

    Defines the interest payment settings for the deposit product and for deposits created based on this product

    interestPaymentDates object[]

    List of all dates on which the interest is payed into deposit account

  • Array [
  • dayinteger<int32>

    The day in the month

    monthinteger<int32>

    The month of the year

  • ]
  • interestPaymentPointstring

    Specifies when the interest should be paid to the deposit account

    Possible values: [FIRST_DAY_OF_MONTH, EVERY_WEEK, EVERY_OTHER_WEEK, EVERY_MONTH, EVERY_3_MONTHS, ON_FIXED_DATES, DAILY, ANNUALLY, BI_ANNUALLY, ON_ACCOUNT_MATURITY]

    interestRateSettings object

    The interest settings, defines constraints regarding interest that will be used on the deposit created based on this product.

    accrueInterestAfterMaturityboolean

    If the product supports this option, specify if the interest should be accrued after the account maturity date

    allowNegativeInterestRateboolean

    Indicator whether the deposit product allows negative values for interest rate

    encodedKeystring

    The encoded key of the interest rate tier, auto generated, unique

    indexSourceKeystring

    Index rate source key.

    interestChargeFrequencystring

    The interest change frequency method for a loan account. Shows the possible methods for obtaining the balance based on which the interest will be calculated for loan repayment.

    Possible values: [ANNUALIZED, EVERY_MONTH, EVERY_FOUR_WEEKS, EVERY_WEEK, EVERY_DAY, EVERY_X_DAYS]

    interestChargeFrequencyCountinteger<int32>

    the count of units to apply over the interval

    interestRate object

    Decimal constraints, like min/max/default.

    defaultValuenumber

    The default value, will be used in case no other value was filled in by the user.

    maxValuenumber

    The maximum value.

    minValuenumber

    The minimum value.

    interestRateReviewCountinteger<int32>

    Interest rate review frequency unit count

    interestRateReviewUnitstring

    The interest rate review unit values. Shows how often is index interest rate reviewed.

    Possible values: [DAYS, WEEKS, MONTHS]

    interestRateSourcestring

    The interest rate review unit values. Shows how often is index interest rate reviewed.

    Possible values: [FIXED_INTEREST_RATE, INDEX_INTEREST_RATE]

    interestRateTermsstring

    The option for how is the interest rate determined when being accrued for an account

    Possible values: [FIXED, TIERED, TIERED_PERIOD, TIERED_BAND]

    interestRateTiers object[]

    The list of interest rate tiers available for the current settings instance

  • Array [
  • encodedKeystring

    The encoded key of the interest rate tier, auto generated, unique

    endingBalancenumber

    The top-limit value for the account balance in order to determine if this tier is used or not

    endingDayinteger<int32>

    The top-limit value for the account period since activation in order to determine if this tier is used or not

    interestRatenumberrequired

    The rate used for computing the interest for an account which has the balance less than the ending balance

  • ]
  • maximumBalancenumber

    The maximum balance used for Interest calculation

    internalControls object

    Constraints and automated actions and that will be applied on the accounts.

    dormancyPeriodDaysinteger<int32>

    Specifies the number of days for an account to be fully paid in order to auto close it.

    maxWithdrawalAmountnumber

    Max amount per withdrawal

    openingBalance object

    Decimal constraints, like min/max/default.

    defaultValuenumber

    The default value, will be used in case no other value was filled in by the user.

    maxValuenumber

    The maximum value.

    minValuenumber

    The minimum value.

    recommendedDepositAmountnumber

    Recommended amount for a deposit

    lastModifiedDatestring<date-time>

    The last date the product was updated

    Example: 2016-09-06T13:37:50+03:00
    maturitySettings object

    The maturity settings for the product.

    maturityPeriod object

    Decimal integer, like min/max/default.

    defaultValueinteger<int32>

    The default value, will be used in case no other value was filled in by the user.

    maxValueinteger<int32>

    The maximum value.

    minValueinteger<int32>

    The minimum value.

    maturityPeriodUnitstring

    maturity period measurement unit

    Possible values: [DAYS, WEEKS, MONTHS]

    namestringrequired

    The name of the product

    newAccountSettings objectrequired

    New Account settings for deposit accounts

    idGeneratorTypestringrequired

    The type of generator used for IDs creation.

    Possible values: [INCREMENTAL_NUMBER, RANDOM_PATTERN]

    idPatternstringrequired

    The pattern that will be used for ID validation (as referred to as an input mask).

    notesstring

    Some notes/a description about the product

    offsetSettings object

    The offset settings, holds information about offset.

    allowOffsetboolean

    Specify if the product allow to create accounts which can be used as offset for loans

    overdraftInterestSettings object

    Overdraft settings for the product

    daysInYearstring

    How many days in a year should be used for interest calculations

    Possible values: [ACTUAL_365_FIXED, ACTUAL_360, ACTUAL_ACTUAL_ISDA, E30_360, E30_42_365, BUS_252]

    interestCalculationBalancestring

    The balance which is used for the overdraft interest calculation. Default value is MINIMUM. If set to null on a PUT call and the product allows overdrafts, the null value is ignored and not changed.

    Possible values: [MINIMUM, AVERAGE, END_OF_DAY, MINIMUM_TO_END_OF_DAY, FRENCH_INTEREST_ACCRUAL]

    interestRateSettings object

    The overdraft interest settings, defines constraints regarding interest that will be used on the account created based on this product.

    indexSourceKeystring

    Index rate source key.

    interestChargeFrequencystring

    The interest change frequency method for a loan account. Shows the possible methods for obtaining the balance based on which the interest will be calculated for loan repayment.

    Possible values: [ANNUALIZED, EVERY_MONTH, EVERY_FOUR_WEEKS, EVERY_WEEK, EVERY_DAY, EVERY_X_DAYS]

    interestChargeFrequencyCountinteger<int32>

    the count of units to apply over the interval

    interestRate object

    Decimal constraints, like min/max/default.

    defaultValuenumber

    The default value, will be used in case no other value was filled in by the user.

    maxValuenumber

    The maximum value.

    minValuenumber

    The minimum value.

    interestRateReviewCountinteger<int32>

    Interest rate review frequency unit count

    interestRateReviewUnitstring

    The interest rate review unit values. Shows how often is index interest rate reviewed.

    Possible values: [DAYS, WEEKS, MONTHS]

    interestRateSourcestring

    The interest rate review unit values. Shows how often is index interest rate reviewed.

    Possible values: [FIXED_INTEREST_RATE, INDEX_INTEREST_RATE]

    interestRateTermsstring

    The option for how is the interest rate determined when being accrued for an account

    Possible values: [FIXED, TIERED, TIERED_PERIOD, TIERED_BAND]

    interestRateTiers object[]

    The list of interest rate tiers available for the current settings instance

  • Array [
  • encodedKeystring

    The encoded key of the interest rate tier, auto generated, unique

    endingBalancenumber

    The top-limit value for the account balance in order to determine if this tier is used or not

    interestRatenumberrequired

    The rate used for computing the interest for an account which has the balance less than the ending balance

  • ]
  • overdraftSettings object

    The overdraft settings of the deposit product

    allowOverdraftboolean

    Whether the accounts for this product may have overdraft

    allowTechnicalOverdraftboolean

    Whether the accounts for this product may have technical overdraft

    maxOverdraftLimitnumber

    How much money may be taken out for the account to go negative

    statestringrequired

    Indicates the current state of the product

    Possible values: [ACTIVE, INACTIVE]

    taxSettings object

    Tax settings, defines some settings for taxes on the loan product

    withholdingTaxEnabledboolean

    Whether withholding taxes are enabled for this product or not

    templates object[]

    Template documents of the product.

  • Array [
  • creationDatestring<date-time>

    The creation date of the document

    Example: 2016-09-06T13:37:50+03:00
    encodedKeystring

    The document encodedKey

    lastModifiedDatestring<date-time>

    The last modified date of the document

    Example: 2016-09-06T13:37:50+03:00
    namestring

    The name the document

    typestring

    The type of the template

    Possible values: [ACCOUNT, TRANSACTION, ACCOUNT_WITH_TRANSACTIONS]

  • ]
  • typestringrequired

    Indicates the type of product.

    Possible values: [CURRENT_ACCOUNT, REGULAR_SAVINGS, FIXED_DEPOSIT, SAVINGS_PLAN, INVESTOR_ACCOUNT]

    Depositproduct
    {
    "accountingSettings": {
    "accountingMethod": "NONE",
    "accountingRules": [
    {
    "encodedKey": "string",
    "financialResource": "PORTFOLIO_CONTROL",
    "glAccountKey": "string"
    }
    ],
    "interestAccrualCalculation": "NONE",
    "interestAccruedAccountingMethod": "NONE"
    },
    "availabilitySettings": {
    "availableFor": [
    "INDIVIDUALS"
    ],
    "branchSettings": {
    "availableProductBranches": [
    "string"
    ],
    "forAllBranches": true
    }
    },
    "category": "PERSONAL_DEPOSIT",
    "creationDate": "2016-09-06T13:37:50+03:00",
    "creditArrangementSettings": {
    "creditArrangementRequirement": "OPTIONAL"
    },
    "currencySettings": {
    "currencies": [
    {
    "code": "AED",
    "currencyCode": "string"
    }
    ]
    },
    "encodedKey": "string",
    "feesSettings": {
    "allowArbitraryFees": true,
    "fees": [
    {
    "accountingRules": [
    {
    "encodedKey": "string",
    "financialResource": "PORTFOLIO_CONTROL",
    "glAccountKey": "string"
    }
    ],
    "amount": 0,
    "amountCalculationFunctionName": "string",
    "amountCalculationMethod": "FLAT",
    "applyDateMethod": "MONTHLY_FROM_ACTIVATION",
    "creationDate": "2016-09-06T13:37:50+03:00",
    "encodedKey": "string",
    "feeApplication": "REQUIRED",
    "id": "string",
    "lastModifiedDate": "2016-09-06T13:37:50+03:00",
    "name": "string",
    "state": "ACTIVE",
    "trigger": "MANUAL"
    }
    ]
    },
    "id": "string",
    "interestSettings": {
    "collectInterestWhenLocked": true,
    "daysInYear": "ACTUAL_365_FIXED",
    "interestCalculationBalance": "MINIMUM",
    "interestGainsProvidedEndDate": "1987-04-26",
    "interestGainsProvidedStartDate": "1987-04-26",
    "interestPaidIntoAccount": true,
    "interestPaymentSettings": {
    "interestPaymentDates": [
    {
    "day": 0,
    "month": 0
    }
    ],
    "interestPaymentPoint": "FIRST_DAY_OF_MONTH"
    },
    "interestRateSettings": {
    "accrueInterestAfterMaturity": true,
    "allowNegativeInterestRate": true,
    "encodedKey": "string",
    "indexSourceKey": "string",
    "interestChargeFrequency": "ANNUALIZED",
    "interestChargeFrequencyCount": 0,
    "interestRate": {
    "defaultValue": 0,
    "maxValue": 0,
    "minValue": 0
    },
    "interestRateReviewCount": 0,
    "interestRateReviewUnit": "DAYS",
    "interestRateSource": "FIXED_INTEREST_RATE",
    "interestRateTerms": "FIXED",
    "interestRateTiers": [
    {
    "encodedKey": "string",
    "endingBalance": 0,
    "endingDay": 0,
    "interestRate": 0
    }
    ]
    },
    "maximumBalance": 0
    },
    "internalControls": {
    "dormancyPeriodDays": 0,
    "maxWithdrawalAmount": 0,
    "openingBalance": {
    "defaultValue": 0,
    "maxValue": 0,
    "minValue": 0
    },
    "recommendedDepositAmount": 0
    },
    "lastModifiedDate": "2016-09-06T13:37:50+03:00",
    "maturitySettings": {
    "maturityPeriod": {
    "defaultValue": 0,
    "maxValue": 0,
    "minValue": 0
    },
    "maturityPeriodUnit": "DAYS"
    },
    "name": "string",
    "newAccountSettings": {
    "idGeneratorType": "INCREMENTAL_NUMBER",
    "idPattern": "string"
    },
    "notes": "string",
    "offsetSettings": {
    "allowOffset": true
    },
    "overdraftInterestSettings": {
    "daysInYear": "ACTUAL_365_FIXED",
    "interestCalculationBalance": "MINIMUM",
    "interestRateSettings": {
    "indexSourceKey": "string",
    "interestChargeFrequency": "ANNUALIZED",
    "interestChargeFrequencyCount": 0,
    "interestRate": {
    "defaultValue": 0,
    "maxValue": 0,
    "minValue": 0
    },
    "interestRateReviewCount": 0,
    "interestRateReviewUnit": "DAYS",
    "interestRateSource": "FIXED_INTEREST_RATE",
    "interestRateTerms": "FIXED",
    "interestRateTiers": [
    {
    "encodedKey": "string",
    "endingBalance": 0,
    "interestRate": 0
    }
    ]
    }
    },
    "overdraftSettings": {
    "allowOverdraft": true,
    "allowTechnicalOverdraft": true,
    "maxOverdraftLimit": 0
    },
    "state": "ACTIVE",
    "taxSettings": {
    "withholdingTaxEnabled": true
    },
    "templates": [
    {
    "creationDate": "2016-09-06T13:37:50+03:00",
    "encodedKey": "string",
    "lastModifiedDate": "2016-09-06T13:37:50+03:00",
    "name": "string",
    "type": "ACCOUNT"
    }
    ],
    "type": "CURRENT_ACCOUNT"
    }