API Documentation

Recipes

CorePro supports several different configurations. See below for common recipes that match most closely to your particular use cases.

We will be relying on CorePro for:

 

    1. Display a list of links to the bank disclosures for your user to read
    2. For each disclosure link the user clicks, download and display the disclosure
    3. Gather minimal information from your user *
    4. Gather basic Personally Identifiable Information from your user
    5. User responds to verification questions returned from previous step
    1. Create a bank account for the user in CorePro
    2. Create a link to another Financial Institution (for moving funds in/out of CorePro) *
    3. - OR -
    4. Send trial deposits to another Financial Institution
    5. Time passes. Verify the above deposits and create a link to that Financial Institution
    1. Move funds
    1. Nothing to do in CorePro
    1. Retrieve all customer information, including all open accounts (with balances), and all verified external accounts
    1. Retrieve all transactions for a given account
    1. Create a bank account for the customer in CorePro
    2. (Optional) Search for the "other" customer to add to the account
    3. Add access to that account for the "other" customer
    1. Create a customer in CorePro to represent the child
    2. Create a bank account for the customer in CorePro
    3. Add access to that account for the child customer created in step 1.
    1. Add access to an account for another customer
    1. List all those who can access a given account
    1. Request the card object be created and the physical card sent to the user
    2. Time passes; user receives physical card
    3. Transfers via debit rails (ISO-8583 requests) may now be performed successfully
    1. Request the card be locked
    1. Request the card be unlocked
    1. Request the account be added
    1. Request the account be removed

* Assumes you and the Bank of Record have an agreement that you are performing due diligence and vetting everything appropriately


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