FI Schema – Employee Provident Fund (EPF)
EPF | ||||
Employee Provident Fund | ||||
Account | Basic Profile of the account which should include the Account Owner information, maskedAccNumber and linkedAccRef numbers, type of account specific to the FI type and any other generic details as might be pertinent for the specified FI type. |
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Attributes | Name | Type | Use | Annotation |
maskedAccNumber | string | required | Masked Account No. | |
linkedAccRef | string | required | Linked account reference no. for the account | |
version | float | required | Version of Schema | |
type | string | required | Type of Schema (Fixed: "certificates_deposit") | |
Profile | Basic Profile of the account which should include the Account Owner information, maskedAccNumber and linkedAccRef numbers, type of account specific to the FI type and any other generic details as might be pertinent for the specified FI type. |
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Holders | ||||
Holder | QName | Type | Use | Annotation |
name | string | required | Name of primary holder operating the account. |
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dob | date | required | Date of birth of primary account holder. | |
mobile | integer | required | Primary mobile number of account holder. |
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nominee | enum(Registered, Not-Registered) | required | Name of nominee associated with the account. | |
uan | string | optional | ||
landline | string | optional | Landline no. of the Account Holder | |
address | string | optional | Address of primary holder. | |
string | required | Email ID of primary account holder. | ||
pan | string | required | PAN number of primary account holder. | |
ckycCompliance | boolean | required | KYC status whether its completed or pending | |
Summary | The value of the account, term of the deposits if relevant and any other data that summarizes the funds in the account. | |||
Attributes | QName | Type | Use | Annotation |
currentBalance | float | required | Current available balance in EPF account. | |
openingDate | date | required | Opening date of EPF account | |
establishmentId | date | required | Establishement Trust ID under which company providing PF is registered. | |
establishmentName | string | required | Establishement Trust Name under which company providing PF is registered. | |
employerBalance | float | required | Balance contributed by employer. | |
employeeBalance | float | required | Balance contributed by employee. | |
totalBalance | float | required | Net Balance available in the epf account of investor | |
Transactions | Details of all transactions that have been posted in an account. | |||
Attributes | QName | Type | Use | Annotation |
startDate | date | required | Start date of investment since when it is applicable | |
endDate | date | required | End date of investment when tenure get complete | |
Transaction | QName | Type | Use | Annotation |
txnID | string | required | Type of transaction whether debit or credit. | |
txnDate | date | required | Transaction date time stamp for particular record when investment taken place. | |
narration | string | required | Nararation is additional details in form of decription of remark associated with investment. | |
type | enum(DEPOSIT, WITHDRAWAL, INTEREST, TRANSFER_IN, TRANSFER_OUT, ADJUSTMENT, OTHERS) | required | Type of transaction - contribution, adjustment, etc. | |
employeeDepositAmount | float | required | Amount of PF deposit by employee | |
employerDepositAmount | float | required | Amount of PF deposit by employer. | |
employeeWithdrawalAmount | float | required | Amount of PF withdrawn by employee. | |
employerWithdrawalAmount | float | required | The credit card number with some of the numbers masked. | |
pensionFundAmount | float | required | .Amount of pension fund available at the time of retirement |