Envelope Workflows

Add envelope

  1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
  2. ListEnvelopes [MasterEnvelopeID, AccountNumber-SortCode or IBAN-BIC]
  3. AddEnvelopeDetails

Update envelope details

  1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
  2. ListEnvelopes [MasterEnvelopeID, AccountNumber-SortCode or IBAN-BIC]
  3. UpdateEnvelopeDetails

Delete envelope

  1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
  2. ListEnvelopes [MasterEnvelopeID, AccountNumber-SortCode or IBAN-BIC]
  3. DeleteEnvelope

Release envelope funds

  1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
  2. ListEnvelopes [MasterEnvelopeID, AccountNumber-SortCode or IBAN-BIC]
  3. Releasefunds

Reserve envelope funds

  1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
  2. ListEnvelopes [MasterEnvelopeID, AccountNumber-SortCode or IBAN-BIC]
  3. ReserveFunds

Pay DirectDebit by expense envelope

  1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
  2. ListEnvelopes [MasterEnvelopeID, AccountNumber-SortCode or IBAN-BIC] AND
    GetInstructionsForEnvelope [DirectDebitInstructionID]
  3. PayDirectDebitByEnvelope
Solaris is the brand name for the regulated entities Contis Financial Services Ltd and UAB „Finansinės paslaugos „Contis“, which are part of the Solaris Group.