Temenos Digital
Updated On 05 November 2024 | Min(s) read

Microservices to Transact Integration

For accounts listing dashboard, balances, and transactions microservices are the default connections. Now, transact supports all these features.

For transact connectivity, perform the following steps:

Operation or API Endpoints- Microservices vs Transact

The following are the Fabric operations, MS endpoints and IRIS API endpoints for Holdings and Arrangements microservices.

Fabric Operation MS Endpoint IRIS API Endpoint
AMS
getAccountDetails /api/v2.0.0/holdings/bulkarrangements/$accountID?altname=ACCOUNT  /v1.0.0/holdings?holdingsId=$Account_id

 

getArrangements  /api/v2.0.0/holdings/parties/$customerId/bulkarrangements?productline=ACCOUNTS,LENDING,DEPOSITS,Portfolio  v2.0.0/holdings/customers/<Customer Ids List>/holdings

 

getArrangementsByCustomerId  /api/v2.0.0/holdings/parties/$customerId/bulkarrangements?productline=ACCOUNTS,LENDING,DEPOSITS

 

v2.0.0/holdings/customers/<Customer Ids List>/holdings 
HMS
getAccountBalances

 

/api/v3.0.0/holdings/accounts/$accountId/balances?roleId=ADMIN

 

/v2.0.0/holdings/customers/$coreCustomerIdList/holdings

 

getAccountPostedTransactions

 

/api/v3.0.0/holdings/accounts/$accountId/transactions?roleId=ADMIN

 

v2.0.0/holdings/transactions?listType=PENDING&transactionCode=$transactionType&accountId=$accountID&dateFrom=$searchStartDate&page_size=$limit&page_start=$page_start&dateTo=$searchEndDate&minimumAmount=$searchMinAmount&maximumAmount=$searchMaxAmount

 

searchTransactions

 

/api/v3.0.0/holdings/accounts/$accountId/transactions?transactionType=$transactionType&minAmount=$searchMinAmount&maxAmount=$searchMaxAmount&pageNumber=$offset&pageSize=$limit&fromDate=$searchStartDate&toDate=$searchEndDate&description=$searchDescription&roleId=ADMIN&transactionId=$transactionId v2.0.0/holdings/transactions?listType=PENDING&transactionCode=$transactionType&accountId=$accountID&dateFrom=$searchStartDate&page_size=$limit&page_start=$page_start&dateTo=$searchEndDate&minimumAmount=$searchMinAmount&maximumAmount=$searchMaxAmount

 

Prerequisites

To support the transact environment instead of microservices, perform the following configurations in the fabric:

  1. Sign-in to your Fabric console.
  2. From the left pane, select Environments.
  3. For your Fabric run-time environment, click App Services.
  4. Navigate to Settings > Configurable Parameters.
  5. On the Server Properties tab, go to INTEGRATION_NAME Field Name and set the Field Value to T24 support.
  6. Switch the ARRANGEMENTS_BACKEND to T24 support.

  7. Re-publish the Authentication, ExternalUserManagement, and Arrangements fabric application.

Operations

getArrangementsByCustomerId

getArrangementsByCustomerId is not implemented in the base application, refer to the above services and implement the same approach for this API.

Set the required value in server configuration (T24 or MS).

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Published on :
Sunday, March 23, 2025 5:15:55 PM IST