Introduction

The E-Statement APIs manages the delivery preferences for statements by interacting with Users, Accounts, and Disclosures services for a given customer of a specified financial institution. The available options consist of sending the statement through email or to a physical mailing address.

Before utilizing the E-Statement APIs, the following requirements must be fulfilled:

• MultiStatement for Online Statement is configured.
• The customer is required to accept the terms and conditions related to enrolling in online banking and opt-in for online statements.
• The status of the customer must be active.

What is supported?

The E-Statement APIs provide the following features:

• View the statement preference associated with a specific account.
• Update statement delivery preference for an individual account.
• Update statement delivery preference for all accounts.
• Support RETAIL and PRIMARY institution user types.