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: