Standing Order Workflows

Setup standing order (within Solaris account)

1. ListConsumers OR GetSpecificConsumer [ConsumerID for Sender (Payer), Payer’s AccountNumber-SortCode or IBAN-BIC]
2. AddRecipient OR ListRecipients [RecipientReferenceID, Payer’s AccountNumber-SortCode or IBAN-BIC]
3. SetupSORecipient

Setup standing order (bank account outside Solaris)

1. ListConsumers OR GetSpecificConsumer [ConsumerID for Sender (Payer), Payer’s AccountNumber-SortCode or IBAN-BIC]
2. AddRecipient OR ListRecipients [RecipientBankReferenceID, Payer’s AccountNumber-SortCode or IBAN-BIC]
3. SetupSORecipientBank

Activate standing order

1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
2. ListSOs [StandingOrderReferenceID, AccountNumber-SortCode or IBAN-BIC of the consumer]
3. ActivateSO

Deactive standing order

1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
2. ListSOs [StandingOrderReferenceID, AccountNumber-SortCode or IBAN-BIC of the consumer]
3. DeactivateSO

Update standing order details

1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
2. ListSOs [StandingOrderReferenceID]
3. UpdateSODetails

Cancel standing order

1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
2. ListSOs [StandingOrderReferenceID, AccountNumber-SortCode or IBAN-BIC of the consumer]
3. CancelSO

Activate specific standing order execution

1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
2. ListSOs [StandingOrderReferenceID, AccountNumber-SortCode or IBAN-BIC of the consumer]
3. ListSOExecutions [SOExecutionReferenceID]
4. ActivateSOExecution

Deactivate specific standing order execution

1. ListConsumers OR GetSpecificConsumer [AccountNumber-SortCode or IBAN-BIC of the Consumer]
2. ListSOs [StandingOrderReferenceID, AccountNumber-SortCode or IBAN-BIC of the consumer]
3. ListSOExecutions [SOExecutionReferenceID]
4. DeactivateSOExecution

Setup envelope standing order (within Solaris account)

1. ListConsumers OR GetSpecificConsumer [ConsumerID for Sender (Payer), Payer’s AccountNumber-SortCode or IBAN-BIC]
2. AddRecipient OR ListRecipients [RecipientReferenceID, Payer’s AccountNumber-SortCode or IBAN-BIC]
3. ListEnvelopes OR AddEnvelopeDetails [EnvelopeReferenceID, AccountNumber-SortCode or IBAN-BIC]
4. SetupSORecipient

Setup envelope standing order (bank account outside Solaris)

1. ListConsumers OR GetSpecificConsumer [ConsumerID for Sender (Payer), Payer’s AccountNumber-SortCode or IBAN-BIC]
2. AddRecipient OR ListRecipients [RecipientBankReferenceID, Payer’s AccountNumber-SortCode or IBAN-BIC]
3. ListEnvelopes OR AddEnvelopeDetails [MasterEnvelopeID, EnvelopeReferenceID, AccountNumber-SortCode or IBAN-BIC]
4. SetupSORecipientBank