Maintaining accounts

The Dock platform enables you to change, check and add financial details for a person when you need to maintain information, such as: Checking if an account is blocked, active or cancelled, changing a credit limit and checking balances for an account.

We will provide more details on the following items:


Account

• In order to update details for an account, use the endpoint: Update a account;

• In order to find a specific account, use the endpoint: Find Account by id;

• In order to find due dates for an account, use the endpoint: Displays the due dates of the account.


Credit limit

• In order to update the credit limit for a specific account, use the endpoint: Update credit limit;

• In order to update the credit limit for an account, use the endpoint: Find credit limit type by Id.


Balance

• In order to consult registered balances, use the endpoint: List Balances;

• In order to update a specific balance for an account, use the endpoint: Update a balance available.


Account status

• In order to update an account status (cancelled, active or blocked), use the endpoint: Update a account;

• In order to consult a list containing status for all registered accounts, use the endpoint: List Status;

• In order to update the status for a specific account: use the endpoint: Find Status by id.


Did this page help you?