Product Overview

This E-Statement Report API will provide clients with the ability to generate a statement reports for their accounts and will include the details of the information available in the report.

Value

The E-statement report API provides below functionalities:

• Give information whether customers opted for e-statement or paper-statement based on the given date range.
• Quickly validate the active user account information.
• The functionalities are based on the below filters
  • For the given FI.
  • For a specific customer of the FI
  • Based on the specific account type.

What is Supported

• Verifying that a customer exists at a specified financial institution.

• To view the e-statement and paper-statement opt-in status for a given user account.

• Allow users with the disclosure status of “ACCEPTED” to only choose the statement mode.

• Supported institution disclosure name is “OLS”.

• If supposed total count is 10 and some users have accepted the disclosure agreement while others have not, a response with the code 206 indicates a partial content status.

Additional Product Details

The E-Statement API interfaces with Users API, Disclosures API and Accounts API.