FSC Integrations API

Use the Salesforce Financial Services Cloud integration app to access core banking functions that are provided by external banking systems. This integration app supports these service processes:

  • Update the client’s address and the financial accounts in the core banking system.
  • Reverse fees that are charged to customer’s accounts.
  • Capture your customers' upcoming travel plans.
  • Update email or phone.
  • Stop payment on the check.
  • Cancel a check payment if there’s a theft, cancellation, or any other reason for which the payment is to be stopped.
  • Report stolen cards and block cards, and start a replacement card request.
  • Order a checkbook. Customers can choose the number of checks required in the checkbook and the preferred delivery mode while ordering.
  • Request statement copies for financial accounts on a preferred address through email or post.
  • Transfer funds between your accounts within the same bank or financial institution.
  • Add, modify, or delete beneficiaries who benefit from funds from their financial accounts.
  • Add or modify instructions for setting up recurring and timely payments.
  • Retrieve loan details information.

Here’s the list of service processes APIs for different banking products covered under Financial Services Cloud integration:

APIAPI Method
Replace Cards for Current AccountPUT
Retrieve Current Account BalanceGET
Update the Address of Current AccountPATCH
Add BeneficiaryPOST
Delete BeneficiaryDELETE
Reverse Fee on Current AccountPOST
Retrieve Current Account TransactionsGET
GET
Retrieve Standing InstructionPOST
Add Standing InstructionPUT
Modify Standing InstructionsPATCH
Cancel Standing InstructionPATCH
Request Current Account StatementPOST
Order Checkbook for Current AccountPOST
Stop Check of Current AccountPUT
APIAPI Method
Replace Cards for Savings AccountPUT
Retrieve Savings Account BalanceGET
Update the Address of Savings AccountPATCH
Add Beneficiary for Savings AccountPOST
Delete Beneficiary for Savings AccountDELETE
Reverse Fee on Savings AccountPOST
Retrieve Savings Account TransactionsGET
Retrieve Standing Instruction for Saving AccountGET
Add Standing Instruction for Savings AccountPOST
Modify Standing Instructions for Savings AccountPUT
Cancel Standing Instruction for Savings AccountPATCH
Request Savings Account StatementPOST
Order Checkbook for Savings AccountPOST
Stop Check of Savings AccountPUT
APIAPI Method
Replace Cards for Credit CardPUT
Retrieve Credit Card Account BalanceGET
Update the Address of Credit Card AccountPATCH
Reverse Fee on Credit Card AccountPOST
Retrieve Credit Card Account TransactionsGET
APIAPI Method
Retrieve Loan Account BalanceGET
Update the Address of Loan AccountPATCH
Retrieve Loan Payoff DetailsGET
Retrieve Loan Account TransactionsGET
Request Loan Account StatementPOST
APIAPI Method
Retrieve Auto Loan Account BalanceGET
Update the Address of Auto Loan AccountPATCH
Retrieve AutoLoan Payoff DetailsGET
Retrieve Auto Loan Account TransactionsGET
Request Auto Loan Account StatementPOST
APIAPI Method
Retrieve Mortgage Account BalanceGET
Update the Address of Mortgage AccountPATCH
Retrieve Mortgage Payoff DetailsGET
Retrieve Mortgage Account TransactionsGET
Request Mortgage Account StatementPOST
APIAPI Method
Retrieve Home Equity Loan Account BalanceGET
Update the Address of Home Equity Loan AccountPATCH
Retrieve Home Equity Loan Account TransactionsGET
Add Standing Instruction for Home Equity LoanPOST
APIAPI Method
Retrieve Investment Account BalanceGET
Update the Address of Investment AccountPATCH
Retrieve Investment Account TransactionsGET
APIAPI Method
Update the Customer DetailsPATCH
APIAPI Method
Create Travel NotificationPOST