Offering comprehensive financial services to enterprise clients. The platform enables online delegated payments, batch collections, and electronic transactions. Utilizing clearing units like the Exchange and Financial Information Service Company, it provides cross-bank instant authorization, imprinting, and transfers. Supporting periodic batch authorizations and operations for payments, collections, and disbursements, it includes inquiry and reporting features.
Banks engage in agency operations by accepting customer mandates for specified payment transactions, providing financial services, and charging fees. This application combines financial institutions' credit functions with deposit services to offer diverse services, meet customer needs, and foster loyalty. Agency operations involve signing contracts, defining delegated tasks, specifying rights and obligations, and handling financial transactions as a service.
Pershing Technology Services, with extensive expertise, aids Shanghai Bank in establishing the "Integrated Agency Operations Platform," incorporating authorization imprint data control, transaction limits, online and batch operation integration, and automatic retrieval from the Exchange for agency operations.
Backend Management Functions: Provides a bank staff backend management system, including backend permissions, reminders, management functions, data archiving, transaction queries, data uploads/downloads, and report printing.
DDA Imprint Data Processing Operations: Imprint data archiving allows for the addition, maintenance, and termination of imprint data, with set termination dates.
ACH Delegated Collection and Payment Data Processing Operations: Delegated collection and payment data archiving allows for adding, maintaining, and deleting submitted data, setting periodic and fixed amounts, and automatically generating files.
Offers bill data uploads, sales data inquiries, and transaction record queries for customer-imprinted data. Enables the retrieval of newly released or terminated transactions, imprint fees, and the current imprint data status. Allows the export of completed delegated collection transactions and outstanding scheduled delegated collection transactions, with the option to delete outstanding scheduled delegated collection transactions.
Java
Grails、Spring Boot
HTML 5 、RWD
Web/API Connection Security Mechanism
Point-to-Point Security Mechanism
Sensitive Data Encryption
Pershing Technology Services becomes a long-term partner for IT services with Shanghai Bank, bringing operational benefits:
1.The system operates 24 hours a day, providing more convenient cash flow services for customers and merchants.
2.Branch managers receive timely business transaction information, enabling analysis based on data for customer acquisition decisions.
Mitch Wang
Tel:02-2658-1910 ext 7220
E-mail: mitchwang@pershing.com.tw