fsc-wealth-mgmt-integrations-impl

The Wealth Management application facilitates various account and transaction management operations.

Use cases include:

• Adding, updating, or deleting beneficiaries associated with customer accounts
• Processing Required Minimum Distribution requests to ensure regulatory compliance
• Automating customer account transfers through Automated Customer Account Transfer Service (ACATS) requests
• Retrieving account details, including beneficiaries
• Managing standing instructions by retrieving, adding, updating, or canceling them as needed.
• Enabling seamless updates to customer details, supporting a comprehensive range of account and customer management functionalities