Amending mandate statuses

Mandates that are registered with BankTech may be amended to update their mandate status. This is usually done after comparison of this data against another data set or when new information becomes available or a new strategy is to be employed. Mandates are identified by their 'mandateidentification' which is simply the unique reference used with BankTech. Mandates statuses can be amended in 4 ways:

PUT: /mandates/bulk/pause

This will move the mandate to "PAUSED" status. For mandates under investigation.

• Rate limit: 1 per second

• Payload size: 1,000 mandates

PUT: /mandates/bulk/lapse

This will move the mandate to "LAPSED" status. For mandates that have unpaid consecutively.

• Rate limit: 1 per second

• Payload size: 1,000 mandates

PUT: /mandates/bulk/suspend

This will move the mandate to "SUSPENDED" status. For mandates that are disputed.

• Rate limit: 1 per second

• Payload size: 1,000 mandates

PUT: ​/mandates​/bulk​/resume

This will move the mandate to "ACTIVE" status. For actively billed mandates.

• Rate limit: 1 per second

• Payload size: 1,000 mandates

Moving a mandate to an inactive status, e.g. "PAUSED", will make it invalid for automated collection generation and will remove any un-submitted collections from the scheduling queue - including those in that have already been approved. Resuming a mandate to "ACTIVE" status will make it valid for automated collection generation if this is enabled and collections associated with the mandate are valid for approval.

Amending mandate statuses will likely invalidate collections that have been created for it prior to the amendment. Our automation cleans these up, but manual collections will need to be reviewed.