Actions & Results - LoanPro API

General

Actions and results are a good way to standardize notes, so it can be determined how often specific actions and results occur, and facilitate searches for those actions and results. For more information on actions and results, see the article here.

Setup

Adding new actions or results to loans can be done through the API. Creating new actions and results that are available to add to loans must be done through the LoanPro user interface. For instructions on how to do that, check the article here.

Adding Actions and Results to a Loan

In order to add actions and results to a loan, use the endpoint:

POST odata.svc/ActionResultNotes

Your payload should be something like:

{  
"note":"<p>Test Note (Can contain HTML)</p>",
"loanId":"${loanId}",
"ActionResultSelectionItems":{
"results":[
{
"Action":{
"__id":1
},
"Result":{
"__id":2
}
}
]
}
}

You can add multiple actions and results at once by adding more objects to the "results" array. The example below demonstrates how to add actions and results to a loan.

Getting Actions

You will likely want to pull the information about your actions and results in order to know what actions and results are available to you. In order to do this, use the endpoint:

GET odata.svc/Actions

The example below shows how to pull this information.

Actions and Results Report

You can use the API to pull a report of actions and results. To do this, use the endpoint:

POST Autopal.ActionResultsReport

Your payload should define your query parameters. Here is a sample payload:

{  
"query":null,
"reportOptions":{
"period":"today",
"dateFrom":"2019-03-07T00:00:01",
"dateTo":"2019-03-07T23:59:59",
"differenceByDate":"0",
"actions":[
{
"id":0,
"title":"Any"
}
],
"results":[
{
"id":0,
"title":"Any"
}
],
"customFields":{

},
"dateEnteredFrom":null,
"dateEnteredTo":null,
"selectedPortfolios":[
{
"category":"",
"portfolio":"",
"subportfolio":""
}
]
}
}

The example below will show you how to pull the report.


How did we do?


Powered by HelpDocs (opens in a new tab)