Transact Onboard Customer And Open Account
A 3-step recipe with Temenos. We can help you get access.
Recipe · 3 steps
Transact Onboard Customer And Open Account
with Temenos · Deposits & Savings Management
Onboard a customer and open their first account in Temenos Transact.
- Create a new customer party record for onboarding with the supplied personal details.
- Open an account arrangement for the newly created customer against the supplied product and currency.
- Retrieve the opened account to confirm its status and balances are available.
What you'll need to have ready
- customerType: Customer classification (INDIVIDUAL or CORPORATE).
- title: Customer title (e.g. Mr, Ms).
- firstName: Customer first name.
- lastName: Customer last name or company name.
- nationality: ISO 3166-1 alpha-2 nationality code.
- productId: Product identifier defining the account type and terms.
- currency: Account currency in ISO 4217 format (e.g. USD).
- accountName: Optional display name for the account.
For your developer
Arazzo workflow temenos:onboard-customer-open-account, 3 operations: createCustomer → createAccount → getAccount. Specs on APIs.io.