Fiserv Banking API Integration

Activepieces integration for Fiserv Banking API focused on account opening workflows for consumer and commercial banking.

Features

Account Management

• Create deposit and loan accounts
• Retrieve account information
• Update account details
• Manage overdraft, term deposits, and interest settings

Party/Customer Management

• Create and manage parties (persons and organizations)
• Add, update, and delete addresses
• Manage phone numbers and email addresses

Loan Operations

• Add and manage collateral for secured loans
• Create and manage escrow accounts

Installation

npm install @vqnguyen1/piece-fiserv

Or install directly in Activepieces via the UI or API.

Authentication

This piece uses Custom Authentication with the following credentials:

• Base URL: Your Fiserv API base URL (e.g., https://api.fiservapps.com)
• Organization ID: Your Fiserv organization/institution ID
• API Key: Your Fiserv API key

Usage Examples

Create a Customer (Party)

1. Add the "Party - Create" action to your flow
2. Configure authentication
3. Fill in party details (name, tax ID, etc.)
4. Run the flow

Open a New Account

1. First create a party using "Party - Create"
2. Use "Account - Create" action
3. Link the party to the account
4. Configure account type and details

Create a Loan with Collateral

1. Create a party
2. Create a loan account
3. Add collateral using "Collateral - Add"
4. Link collateral to the loan

Available Actions

Accounts (6 actions)

• Account - Create
• Account - Get
• Account - Update
• Account - Update Overdraft
• Account - Update Term Deposit
• Account - Update Interest Deposit

Parties (9 actions)

• Party - Create
• Party - Get
• Party - Update
• Party - Add Address
• Party - Update Address
• Party - Delete Address
• Party - Add Phone
• Party - Delete Phone
• Party - Add/Delete Email

Loans (8 actions)

• Collateral - Add
• Collateral - Get
• Collateral - Update
• Collateral - Delete
• Escrow - Add
• Escrow - Get
• Escrow - Update
• Escrow - Delete

Support

For issues or questions:

• GitHub: activepieces/activepieces
• Documentation: See IMPLEMENTATION_GUIDE.md in the docs folder

License

MIT