Banking Services & Features

40 banking services across 3 tiers with 300 functional requirements

12
Lending Products
8
Deposit Products
9
Transaction Services
5
Joint Venture Services
6
Investment Services
34
Non-Functional Reqs

Tier 1: Lending Products

12 loan types — 89 functional requirements — Core banking priority

FR-L001

Personal Loans

Unsecured loans for personal needs — education, medical, travel, emergencies. Guarantor-backed with multi-level approval workflow.

Amount Range
LKR 50K — 5M
Tenure
6 — 60 months
Interest
Reducing / Flat
Security
Unsecured
loan loan_manager loan_type loan_interest_rate loan_installement_plan gurantor_manager penalty
FR-L002

Student Loans

Education financing linked to scholarship percentages and IJTS system. Multi-currency support (LKR, GBP, USD) with intake-based allocation.

Amount
Based on total_due
Scholarship
0% — 100%
Currency
LKR, GBP, USD
Source
IJTS System
materialized_student_loan_eligible_student_table scholarship_catergory intake
FR-L003

Home / Mortgage Loans

Secured loans against property for home purchase, construction, or renovation. Up to 80% LTV with stage-wise disbursement.

Amount Range
LKR 500K — 50M
Tenure
Up to 20 years
LTV Ratio
Up to 80%
Security
Property
property_valuation mortgage_registration property_details
FR-L004

Vehicle Loans

Auto financing for new and used vehicles. Dealer-direct disbursement with comprehensive insurance requirement.

Amount Range
LKR 200K — 20M
Tenure
Up to 7 years
LTV (New)
90%
LTV (Used)
70%
vehicle_details vehicle_valuation dealer
FR-L005

Business Loans

Working capital and expansion loans for SMEs. Supports revolving credit facilities and multiple collateral types.

Amount Range
LKR 100K — 100M
Tenure
6 — 120 months
Security
Secured / Unsecured
business_information business_sector general_organization_profile
FR-L006

Microfinance Loans

Small-value loans for micro-entrepreneurs. Group lending with solidarity groups of 3-5 members and progressive lending.

Amount Range
LKR 10K — 500K
Tenure
3 — 24 months
Security
Group guarantee
micro_group micro_group_member repayment_frequency
FR-L007

Gold Loans

Loans secured against gold jewelry. Daily gold price integration, vault storage tracking, and auction for unredeemed items.

Amount
75% of gold value
Tenure
1 — 12 months
Security
Gold jewelry
gold_item gold_price_rate pawn_ticket vault_storage
FR-L008

Overdraft Facility

Pre-approved credit line on accounts. Interest charged only on utilized amount using daily balance method.

Limit
LKR 50K — 10M
Tenure
12 months (renewable)
Interest
Daily balance
overdraft_facility overdraft_utilization_log
FR-L009

Leasing

Asset-based financing for vehicles, equipment, and machinery. Finance lease and operating lease with amortization schedules.

Amount Range
LKR 500K — 50M
Tenure
12 — 60 months
Types
Finance / Operating
lease_asset lease_agreement lease_schedule
FR-L010

Factoring

Invoice/receivables financing for businesses. 70-90% advance rate with branch-wise factoring fees.

Advance Rate
70% — 90%
Type
Recourse / Non-recourse
factoring_fee branch_has_factoring_fee
FR-L011

Loan Against Fixed Deposits

Loans secured against member's own FD certificates. Up to 90% of FD value at FD rate + margin.

Amount
90% of FD value
Interest
FD rate + 1-2%
Tenure
Up to FD maturity
fd_lien
FR-L012

Pawning

Short-term loans against movable assets. Pawn ticket generation, vault tracking, and auction for unredeemed items.

Security
Movable assets
Tenure
1 — 12 months
pawn_ticket auction

Tier 1: Deposit Products

8 deposit types — 52 functional requirements

FR-D001

Savings Accounts

Interest-bearing savings accounts with tiered rates, joint account support, nominee registration, and dormancy rules.

Types
Individual, Joint, Minor, Org
Interest
Daily balance method
FR-D002

Fixed Deposits

Term deposits with guaranteed fixed rates. Auto-renewal, premature withdrawal, monthly interest payout, and WHT deduction.

Minimum
LKR 10,000
Tenure
1 — 60 months
Payout
Maturity / Monthly
fixed_deposit fd_interest_rate_slab fd_certificate fd_renewal_history
FR-D003

Recurring Deposits

Monthly fixed installment savings with compound interest. Auto-debit from linked savings account.

Installment
LKR 500 — 500K
Tenure
6 — 120 months
Interest
Compounded quarterly
recurring_deposit rd_installment_schedule rd_payment_history
FR-D004

Current Accounts

Transaction accounts with cheque book issuance, overdraft linkage, and daily/monthly statements.

FR-D005

Children's Savings

Special accounts for minors with guardian management. Auto-converts to regular savings at age 18.

FR-D006

Senior Citizen Deposits

Higher-rate FDs for members aged 55+. Premium rate = regular FD rate + 0.5-1%.

FR-D007

Corporate Deposits

Bulk deposits from organizations with negotiated rates and multiple authorized signatories.

FR-D008

Call Deposits

Short-term deposits withdrawable on demand with tiered interest rates based on balance slabs.

Tier 2: Transaction Services

9 transaction and payment services — 58 functional requirements

FR-T001

Internal Fund Transfers

Real-time transfers between TEMCO accounts with scheduled/recurring support and beneficiary management.

FR-T002

CEFT/SLIPS Interbank Transfers

Transfers to/from other banks via CBSL payment systems. CEFT (real-time) and SLIPS (batch) with SWIFT validation.

interbank_transfer ceft_batch slips_batch swift_codes bank
FR-T003

Standing Orders

Recurring automatic transfers on predefined dates with frequency options and failure handling.

standing_order standing_order_execution_log
FR-T004

Direct Debits

Auto-debit for loan repayments, utility bills, and recurring obligations with mandate management.

direct_debit_mandate direct_debit_execution_log
FR-T005

Payment Gateway

Online payment acceptance for merchants with API key management, webhooks, and PCI-DSS compliance.

merchant merchant_api_key payment_transaction payment_refund merchant_settlement
FR-T006

Bill Payments

Utility, telecom, insurance bill payments with biller directory and scheduled payments.

biller biller_category bill_payment
FR-T007

QR Code Payments

Scan-to-pay at merchants using LankaPay QR or proprietary QR with instant confirmation.

qr_merchant qr_payment_transaction
FR-T008

Cheque Management

Cheque book issuance, inward/outward clearing, returns handling, and stop-cheque requests.

cheque_book cheque_leaf cheque_clearing cheque_return_reason
FR-T009

Demand Drafts

Bank-guaranteed payment instruments with DD issuance, tracking, and cancellation with refund.

demand_draft

Tier 3: Joint Venture Services

5 JV services — 30 functional requirements

FR-JV001

JV Account Management

Multi-party accounts with shared ownership, signatory rules (any one/all/majority), and separate ledgers.

joint_venture jv_partner jv_signatory_rule jv_agreement
FR-JV002

Profit/Loss Sharing

Automated P&L distribution among partners based on ownership percentages with configurable frequency.

jv_pnl_period jv_pnl_distribution jv_income_expense
FR-JV003

JV Loan Facility

Lending to joint ventures with shared liability — joint, several, or proportional.

FR-JV004

JV Reporting & Compliance

Consolidated balance sheets, income statements, and partner-wise capital account statements.

FR-JV005

Escrow for JV Transactions

Neutral holding of JV funds until conditions are met. Multi-party approval, partial releases, and dispute resolution.

escrow_account escrow_condition escrow_release escrow_dispute

Tier 3: Investment Services

6 investment services — 37 functional requirements

FR-I001

Stock Market Investments

Equity investments on the Colombo Stock Exchange (CSE). Portfolio management, dividend tracking, and mark-to-market valuation.

investment_account security_master stock_transaction portfolio_holding dividend_record
FR-I002

Money Market Investments

T-bills, commercial paper, and repo agreements with yield-to-maturity calculations and maturity ladder reports.

money_market_instrument mm_transaction repo_agreement
FR-I003

Government Securities

Treasury bonds and sovereign bond investments with coupon tracking and secondary market trading.

government_bond bond_coupon_schedule bond_transaction
FR-I004

Unit Trust / Mutual Funds

Pooled investment products with daily NAV calculation, unit purchases/redemptions, and SIP support.

unit_trust_fund unit_holder unit_transaction fund_nav_history
FR-I005

Portfolio Management

Managed portfolios for HNW clients with investment mandates, asset allocation, and performance reporting.

managed_portfolio portfolio_mandate portfolio_allocation portfolio_fee
FR-I006

Fixed Income Securities

Corporate bonds and debentures with credit rating tracking, yield analysis, and secondary market trading.

corporate_bond bond_issuer credit_rating_history

Non-Functional Requirements

34 requirements across performance, security, availability, scalability, compliance, and usability

Performance

Page load time< 2 seconds
API response (P95)< 500ms
Concurrent users500+
Transaction throughput100 TPS
DB query time< 200ms
Report generation< 30 seconds

Security

Transport encryptionTLS 1.2+
Password hashingBCrypt (cost ≥ 12)
Auth tokensJWT (configurable)
Access controlRBAC on all endpoints
Account lockout5 failed attempts
OTP verificationWhatsApp / SMS

Availability

System uptime99.9%
DB backupDaily + replication
RTO< 4 hours
RPO< 1 hour
FailoverAuto (master-slave)

Compliance

CBSL reportingMonthly/Quarterly
AML/CFTSTR reporting
KYCAll account openings
WHT deductionOn interest income
Data retention7 years minimum

Interest Calculation Formulas

Reducing Balance EMI

EMI = P × r × (1+r)^n / ((1+r)^n - 1)
Where: P = Principal, r = Monthly rate (annual/12), n = Number of installments

Flat Rate EMI

EMI = (P + (P × R × T)) / (T × 12)
Where: P = Principal, R = Annual rate, T = Tenure in years

Daily Balance Interest (Savings)

Interest = Σ (Daily Balance × Annual Rate / 365)

Fixed Deposit Maturity

Maturity = P × (1 + r/n)^(n×t)
Where: P = Principal, r = Annual rate, n = Compounding frequency, t = Tenure in years