About Bank Details

Scope: crm

Who can perform methods: any user

Bank details are a strict sequence of numbers required for conducting operations with a bank account. They can be used to send a cashless payment or deposit money into the account through the cashier.

The mandatory bank details include:

account number
correspondent account number
bank identification code (BIC) and full name of the bank

In CRM, bank details are linked to the universal details object. Multiple bank details can be associated with a single detail.

Fields of Bank Details

Name `type`	Description	Read	Write	Required	Immutable
ID `integer`	Identifier of the bank detail. Created automatically and unique within the account	Yes	No	No	No
ENTITY_ID `integer`	Identifier of the parent object. Currently, it can only be the identifier of the detail. Identifiers of details can be obtained using the method `crm.requisite.list`	Yes	Yes	Yes	Yes
COUNTRY_ID `integer`	Identifier of the country corresponding to the set of bank detail fields (see method crm.requisite.preset.countries for available values). The country code of the bank detail matches the country code in the linked detail template, the identifier of which is specified in the `ENTITY_ID` field	Yes	Yes	No	No
DATE_CREATE `datetime`	Creation date	Yes	No	No	No
DATE_MODIFY `datetime`	Modification date	Yes	No	No	No
CREATED_BY_ID `user`	Identifier of the user who created the detail	Yes	No	No	No
MODIFY_BY_ID `user`	Identifier of the user who modified the detail	Yes	No	No	No
NAME^* `string`	Name of the bank detail	Yes	Yes	No	No
CODE `string`	Symbolic code of the detail	Yes	Yes	No	No
XML_ID `string`	External key. Used for exchange operations. Identifier of the object in the external information base. The purpose of the field may change by the final developer. Each application ensures the uniqueness of values in this field. It is recommended to use a unique prefix to avoid collisions with other applications	Yes	Yes	No	No
ACTIVE `char`	Activity status. Values `Y` or `N` are used. Currently, the field does not actually affect anything	Yes	Yes	No	No
SORT `integer`	Sorting	Yes	Yes	No	No
RQ_BANK_NAME `string`	Name of the bank	Yes	Yes	No	No
RQ_BANK_ADDR `string`	Address of the bank	Yes	Yes	No	No
RQ_BANK_CODE `string`	Bank Code (for country BR)	Yes	Yes	No	No
RQ_BANK_ROUTE_NUM `string`	Bank Routing Number	Yes	Yes	No	No
RQ_BIK `string`	BIC	Yes	Yes	No	No
RQ_CODEB `string`	Code Banque (for country FR)	Yes	Yes	No	No
RQ_CODEG `string`	Code Guichet (for country FR)	Yes	Yes	No	No
RQ_RIB `string`	Clé RIB (for country FR)	Yes	Yes	No	No
RQ_MFO `string`	MFO	Yes	Yes	No	No
RQ_ACC_NAME `string`	Bank Account Holder Name	Yes	Yes	No	No
RQ_ACC_NUM `string`	Bank Account Number	Yes	Yes	No	No
RQ_ACC_TYPE `string`	Tipo da conta (for country BR)	Yes	Yes	No	No
RQ_AGENCY_NAME `string`	Agência (for country BR)	Yes	Yes	No	No
RQ_IIK `string`	IIK	Yes	Yes	No	No
RQ_ACC_CURRENCY `string`	Currency of the account	Yes	Yes	No	No
RQ_COR_ACC_NUM `string`	Correspondent account	Yes	Yes	No	No
RQ_IBAN `string`	IBAN	Yes	Yes	No	No
RQ_SWIFT `string`	SWIFT	Yes	Yes	No	No
RQ_BIC `string`	BIC	Yes	Yes	No	No
COMMENTS `string`	Comment	Yes	Yes	No	No
ORIGINATOR_ID `string`	Identifier of the external information base. The purpose of the field may change by the final developer	Yes	Yes	No	No

Overview of Methods

Method	Description
crm.requisite.bankdetail.add	Creates a new bank detail
crm.requisite.bankdetail.update	Modifies an existing bank detail
crm.requisite.bankdetail.get	Returns the bank detail by identifier
crm.requisite.bankdetail.list	Returns a list of bank details by filter
crm.requisite.bankdetail.delete	Deletes a bank detail
crm.requisite.bankdetail.fields	Returns a formal description of bank detail fields

Get detail fields

Create New Bank Detail

About Bank Details

Fields of Bank Details

Overview of MethodsOverview of Methods

Overview of Methods