A prerequisite for using the new solution for administration of recurring transactions is that the bank must create a design which will map the user logic and portfolio of services which the bank wants to provide to clients using the new solution. The design must respect the technological differences of the distribution channels in which the new solution for administration of recurring transactions is to be used.
The concrete offer of operations with recurring transactions depends on the capabilities of the banking system and its interface. Among the areas to which it is necessary to pay particular attention during the analysis of these capabilities belong:
The transfer of recurring transactions to the banking system and the reading of recurring transactions, including the possible regime (on-line or off-line).
Supported coupling (for example, client and transaction, account and transaction, etc.).
The method of pairing transactions (persistent messages in OfficeLine and the corresponding entity in the banking system, request for change or cancellation of transactions in the banking system and a persistent message in OfficeLine; for example, the transfer of the number of a transaction from the banking system.)
