The Personal Finance Management module provides the ability to infer
spending trends for various system and user-defined expense categories aggregated for all the customers accounts, including external accounts.
This module also allows the customers define personal expense categories and manage
budgets for them.
In addition, the PFM module provides Retail and Small Businesses users a
consolidated view of their account portfolio with the bank, income and
expense for a particular duration and top spend categories for a given
month.
Prerequisites
- User should be authenticated with the Omnichannel Banking platform.
- User should be entitled to use the Personal Finance Management module.
Categories:
Compatibility:
Resources:
API Specification: Swagger 2.x
Tags: SAP API
| Version | API Reference Version | Compatibility | Date added | Summary | |
|---|---|---|---|---|---|
| 1.0.0 | --- | --- | 2018-11-16 |
No reviews yet