Banking - Transaction banking

This table lists the transaction banking endpoints and the events they generate. For information on setting up event notifications, see the Data and reporting overview.

EndpointEventDescription
Create corporate accountsucceeded-1
corporate_creation-1
Platform generates events when a client creates a corporate account.
Update corporate accountstatus-change-2Platform generates event when a client changes an account status.
Close corporate accountstatus-change-2Platform generates event when a client closes an account.
Post a paymentauthorization-event-1
change_available-1
balance_change-1
creation-1
evaluation_requested-1
entry_creation-1
Platform generates two or more events during the validation process.
Post a multi-leg paymentauthorization_event-1
change_available-1
balance_change-1
creation-1
evaluation_requested-1
entry_creation-1
Each leg generates all events except one. If flex controls are configured, the additional evaluation_requested-1 is generated.
Schedule a paymentschedule_payment-1
authorization-event-1
change_available-1
creation-1
Platform generates schedule_payment-1 event shortly after a client schedules a payment. Subsequent events are generated when the transaction is executed.
Cancel a scheduled paymentschedule_payment-1Platform generates event when a client cancels a scheduled payment.
Create earmarkauthorization_event-1
change_available-1
balance_change-1
creation-1
earmark-1
Platform generates events when a client creates an earmark. The earmarking process generates all these events because it triggers an internal transfer in the platform.
Update earmarkauthorization-event-1
change_available-1
balance_change-1
creation-1
earmark-1
Platform generates events when a client updates an earmark. The earmarking process generates all these events because it triggers an internal transfer in the platform.
Cancel earmarkauthorization-event-1
change_available-1
balance_change-1
creation-1
earmark-1
Platform generates events when a client cancels an earmark. The earmarking process generates all these events because it triggers an internal transfer in the platform.
Create hierarchy levelshierarchy_creation-1Platform generates event when a client creates a hierarchy.
Create divisiondivision_creation-1Platform generates event when a client creates a division.
Patch divisiondivision_change-1Platform generates event when a client modifies a division.
Create account balance history configurationbalance_history_config_creation-1Platform generates event when a client creates a balance history configuration.
Update account balance history configurationbalance_history_config_change-1Platform generates event when client changes account balance history configuration.
Create dormancy configurationdormancy_config_creation-1 Platform generates event when dormancy is configured.
Update dormancy configurationdormancy_config_change-1Platform generates event when client changes dormancy configuration.