API – Loan Portfolios

Introduction

This article explains how to assign loans to a portfolio or subportfolio as well as remove them. You can assign loans to portfolios in the UI, but this article shows how to do so with the API.

Assigning a Portfolio or SubPortfolio

To assign a loan to a portfolio or a group of portfolios, send a PUT request to the URL of the loan you are assigning. For example, if you have a loan id 123 the endpoint would be the following:

PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(123)

Below is a sample payload:

{
  "Portfolios": {
    "results": [
      {
        "__metadata": {
          "uri": "/api/1/odata.svc/Portfolios(id=7)",
          "type": "Entity.Portfolio"
        }
      }
    ]
  },
  "SubPortfolios":{
    "results":[
      {
        "__metadata":{
         "uri": "\/api\/1\/odata.svc\/Portfolios(id=1)",
         "type": "Entity.SubPortfolio"
       }
      }
    ]
  }
}

• __metadata – The metadata for the portfolio. (Change the "id" parameter in the "uri" string to the id of the portfolio in the tenant settings)
• type – should be set to "Entity.Portfolio"

If you wish to assign multiple portfolios/subportfolios, simply add a new object to the "results" array for each portfolio/subportfolio to which you want to assign the loan. 

Here's an example of what that would look like. Simply add the following to the "results" array for portfolios:

      {
        "__metadata": {
          "uri": "/api/1/odata.svc/Portfolios(id=2)",
          "type": "Entity.Portfolio"
        }
      }

To add multiple subportfolios, simply change the entity type to be  "type": "Entity.SubPortfolio".

Removing a Portfolio or Subportfolio

Send the same PUT request to the loan you wish to remove from a portfolio or subportfolio. 

PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(123)

Sample payload:

{
  "Portfolios": {
    "results": [
      {
        "__metadata": {
          "uri": "/api/1/odata.svc/Portfolios(id=7)",
          "type": "Entity.Portfolio"
        },
        "__destroy":true
      }
    ]
  },
  "SubPortfolios":{
    "results":[
      {
        "__metadata":{
         "uri": "\/api\/1\/odata.svc\/Portfolios(id=1)",
         "type": "Entity.SubPortfolio"
       },
       "__destroy":true
      }
    ]
  }
}

• __metadata – The metadata for the portfolio. (Change the "id" parameter in the "uri" string to the id of the portfolio in the tenant settings)
• type – should be set to "Entity.Portfolio"