Host-To-Host Third-Party Investment Management (3PIM)
Host-To-Host Third-Party Investment Management (3PIM)
Host-To-Host Overview
Overview
3PIM is an online system that enables you to invest your clients' money into a number of investment accounts.
Description
This service allows you to:
- Request a payment to and from 3PIM accounts
- Receive the status of a 3PIM Payment instruction sent to the bank
Important Update
This product is a new addition to the Integration Channel.
Getting Started
Overview
3PIM utilizes the Bank's proprietary CSV format. The format may also be used to make 3PIM payments on Online Banking Enterprise ™.
In order to use the 3PIM Service you need to have registered for the 3PIM.
Channel Features
With 3PIM, warehousing is enabled.
File Naming Conventions
Our channel follows a generic file naming convention to make it easier to identify and correlate request and response files, however you also have the ability to configure your own naming convention that works better with your system convention on both request and response files.
Below is an example of our generic naming convention accepted on the channel for 3PIM.
Available Transports
SFTP
SFTP is a widely accepted protocol, and is recommended if you will be sending high volumes of transactions in one request
In terms of setup, it is your organization's responsibility to install the protocol on your Server / AS400 / Mainframe. In addition, you will be required to provide us with your SFTP details for test and production environment if you are connecting on your own account.
If you are connecting on your own account, your system is required to send and fetch responses from the Bank. Our channel does not send responses to or fetch requests from your environment.
Message References
3PIM Response Message Specification
The Third-Party Investment Management (3PIM) Message is based on the Bank's specific rules and usage guidelines.
The 3PIM Response Message provides the status of a 3PIM Payment instruction sent to the Bank. The report also notifies the status of each transaction in the file.
3PIM Request Message Specification
The Third-Party Investment Management (3PIM) Message is based on the Bank's specific rules and usage guidelines.
A 3PIM payment is a request sent by you to the Bank to request a payment to 3PIM accounts. These payments can be done on a direct or indirect structure.