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Transaction Management

This document describes how to list transactions, view details, download transaction reports, upload and attach supporting documents, and manage documents linked to transactions.

📃 Get Transactions for an Account​

Retrieve a list of transactions for a specific account:

GET /api/core/customers/{customerId}/accounts/{accountId}/transactions
See: Get Transactions for Account

🔍 Get Transaction Details​

Retrieve details of a specific transaction:

GET /api/core/customers/{customerId}/accounts/{accountId}/transactions/{transactionId}
See: Get Transaction Details

📄 Download Transaction PDF​

Download a PDF containing detailed information about a transaction:

GET /api/core/customers/{customerId}/accounts/{accountId}/transactions/{transactionId}/export
See: Get Transaction Documents

📤 (Optional) Upload Supporting Documents​

Upload supporting documents related to a transaction (one at a time):

POST / DELETE /transaction-case/customers/{customerId}/file/upload
See: Upload Document / Delete Draft Document

  • Set DocumentType: NoteDocument
  • Save/cache the returned document IDs for later use.

📎 Attach Documents to a Transaction​

Attach previously uploaded document(s) to a transaction using their IDs:

POST /transaction-case/customers/{customerId}/notes/{transactionId}
See: Post Add Note to Transaction

📁 Manage Transaction Documents​

List Documents Attached to a Transaction​

GET /transaction-case/customers/{customerId}/notes/documents
See: Get Transaction Documents

Download a Document Attached to a Transaction​

GET /transaction-case/file/{documentId}
See: Download Note Attachment Document

📊 Payment + Transaction Flow Diagram​

📥 Click to view the Payment + Transaction Flow diagram

Payment and Transaction Flow