Beneficiary Management
With the World Account, adding payees is a streamlined and flexible process, whether you need to add a single payee or handle multiple payees in batches. You can also easily manage your payees by editing or deleting their details as needed. This can be easily done on your World Account portal or through API capabilities.
World Account Portal
WorldFirst Portal allows you to add, verify, and manage your payees all in one interface.
Before making payments to your payees, you need to add and verify their identities for regulations and compliance.
After providing your payee account details, personal and company details for verification check, WorldFirst team will review your case and the approval would take one business day.
APIs
Other than portal, you can opt to add, query and remove beneficiaries (payee) before making a transfer by using the following APIs:
- Query Beneficiary Template API: Obtain the beneficiary template
- Create a Beneficiary API: Bind a beneficiary to a WorldFirst account.
- Update a Beneficiary API: Edit the beneficiary information.
- Delete a Beneficiary API: Remove a beneficiary from a WorldFirst account.
- List Beneficiaries API: Inquire about all beneficiaries connected to a WorldFirst account.