¶ Financial Institutions
¶ General Information
Although Financial Institution is a broader term that encompasses a variety of organizations involved in the management, facilitation, and regulation of financial transactions, in the scope of Maven Banking it is used to refer to banks.
You can browse GoCardless coverage by country here or see the full list of banks and their details.
¶ Financial Institutions Overview
Maving Banking stores all authorized banks under the Financial Institutions tab. Both administrator and standard user can view details of the authorized financial institutions alongside related records they have access to.
Each Financial Institution record allows the administrator to overview the connected financial institution accounts, End User Agreements, and Requisitions. It enables easier tracking and managing these records that can be easily accessed and manipulated. It's all crucial for maintaining data integrity and continuity.
On top of that, there is an option for administrators to refresh financial institution details by clicking the REFRESH button in the top right corner. It retrieves any changes that might have happened over time, for example, changes in Transaction Total Days on the bank level.
¶ Available Fields
| Field API Name | Values/Type | Description | Required |
|---|---|---|---|
BIC__c |
Text |
Financial Institution BIC. | false |
Countries__c |
Picklist (Multi-Select) |
A two-letter country code (ISO 639-1). | false |
Logo_Image__c |
Formula (Text) |
Formula that displays Logo Image from URL. | false |
Transaction |
Text |
Max. Number of Transaction Days for Financial Institution. | false |
Financial |
Text |
Name of the Financial Institution. | false |
| Logo__c | URL | Logo URL. | false |