Bank Sync

Storing and Using principalID and externalRef

Creating a New Bank

1. POST /banks:
   • Send request with bank details.
   • Store principalID from the response.
   • Store externalRef provided by the aggregator.

Updating an Existing Bank

1. GET /banks:
   • Retrieve _id (used as principalID).
2. **PUT /banks/{principalID}`:
   • Send request with updated details and externalRef (aggregator ID).

Enabling the Bank

• Pass both principalID and externalRef to the enablement lead.

Ensure accurate storage and usage of principalID and externalRef for smooth enablement and updates.

What’s next?

After you have completed your sandbox testing, you are ready to move into production. Find out how to upgrade to beta with stage 4. Go live and support.