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Manage Limit and Collaterals

This topic explains service operations related to limits and collaterals.

Create a Limit

You can create a credit limit for customers with information such as limit product, sanctioned amount, currency, expiry date, and review frequency of the limit.

This service operation can be triggered using the below API.

Create a Limit

POST/holdings/limits/creditLimits

Update Limit

You can update the credit limit for a customer with information such as revised limit amount, revised expiry date, and review frequency of limit.

This service operation can be triggered using the below API.

Update Limit

PUT/holdings/limits/{limitId}/creditLimits

Fetch Limit Information

You can retrieve the limit details of an arrangement account such as limit currency, limit type, secured amount, outstanding amount, and so on.

This service operation can be triggered using the below API.

Fetch Limit Information

GET/holdings/limits/{customerId}

Create a Collateral

You can create a new collateral record which hosts key information such as collateral name, ID, market value, collateral value, and currency.

This service operation can be triggered using the below API.

Create a Collateral

POST/holdings/customers/collaterals

Create a Collateral Allocation

You can create the customer collateral allocation with details such as the collateral type, allocation amount, percentage covered, validity, and contracts against which customer collateral has been pledged.

This service operation can be triggered using the below API.

Create a Collateral Allocation

POST/holdings/customers/collaterals/collateralAllocations

Update Collateral Allocation

You can update the customer collateral allocation with details such as collateral type, allocation amount, percentage covered, validity, and contracts against which customer collateral has been pledged.

This service operation can be triggered using the below API.

Update Collateral Allocation

PUT/holdings/customers/collaterals/collateralAllocations/{collateralAllocationId}

Update Collateral

You can modify the existing collateral record, which includes modifying the value of an existing collateral, or removing a collateral. You can also update customer collateral with details such as collateral name, type, subtype, currency, amount, and collateral item.

This service operation can be triggered using the below API.

Update Collateral

PUT/holdings/customers/collaterals/{collateralId}

Fetch Customer Collateral Allocations

You can retrieve the information about the collateral allocation that includes the type of collateral, the amount allocated, the percentage covered, the validity, and the contracts against which the customer collateral has been pledged.

This service operation can be triggered using the below API.

Fetch Customer Collateral Allocations

GET/holdings/customers/collaterals/collateralAllocations

Field Name

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Application/Table name