FINS BIAN Fiduciary Agreement Process API

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Examples of Use

A customer established a fiduciary arrangement with the bank to manage an investment portfolio in accordance with agreed investment guidelines

Role Definition

Fulfillment of an arrangement (such as investment management of a trust fund) on behalf of a customer where the banks acts their trusted proxy and acts in compliance with the specific terms of the fiduciary arrangement

Key Features

  • Fiduciary agreement definition
  • Fiduciary agreement execution
  • Fiduciary agreement fee processing
  • Fiduciary agreement assessment and reporting

Customers can use this integration template to accelerate implementation.


Reviews

TypeREST API
OrganizationMulesoft Inc.
Published by
MuleSoft Solutions
Published onNov 10, 2023
Asset overview

Asset versions for 11.0.x

Asset versions
VersionActions
11.0.0