Set up Cross River
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Customer Management
Web-based User Management
User roles
7min
Read only access across all domains (i.e. Core, ACH, Wires, etc.).
Add/edit users. All admin actions are dual-control enforced and must be approved by another admin.
Perform all functions related to onboarding customers:
- Create new customers
- Edit existing customers details, including PII
- Open/edit/close accounts
- Create book transfers
- Add/removed account restrictions
- CSR functions, such as placing stop payments, downloading statements, etc.
Manage subledgers:
- Open/edit/close subledgers
- Add/edit beneficiary profiles of subledgers
- Add/edit subledger account tiles
- Add/remove restrictions
Move funds between any two accounts
Originate ACH payments:
- Cancel payments
- Bulk cancel payments (API only)
- View payment information
- Originate client batches(API only)
Originate XPay payments
Originate wire payments:
- Cancel payments
- View payment information
- Reverse inbound wire payments
- View ABA routing directory information
Approval via telephone callback for wires up to and including this limit.
The maximum dollar amount that can be originated by the user per wire.
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Updated 30 Sep 2024
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