Manage your beneficiaries
You might consider adding, querying, and removing beneficiaries before making a transfer.
The following graphic illustrates the beneficiary management process:
Figure 1. Manage beneficiaries with WorldFirst APIs
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Click on the Expand all button to view steps to obtain beneficiary templates. The template includes descriptions and rules that need to be applied to fields such as the beneficiary's bank account number, routing number/IBAN, etc.
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1. Inquire beneficiary templates
Mark the card Unmark the cardCall the inquiryBeneficiaryTemplate API to obtain templates for a beneficiary.
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Click on the Expand all button to view steps to manage beneficiaries with WorldFirst APIs.
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1. Add a beneficiary
Mark the card Unmark the cardCall the bindBeneficiary API and bind the beneficiary's bank card.
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2. Inquire existing beneficiaries
Mark the card Unmark the cardCall the inquiryBeneficiary API to query a list of the existing beneficiaries.
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3. Remove a beneficiary
Mark the card Unmark the cardRemove a beneficiary by calling the removeBeneficiary API.
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