API – Advancement/Credit
Introduction
You can log an advancement or credit on a loan either through the UI or using the API, which is explained here.
To create an advancement/credit for a loan, you will need to send a PUT request to the URL of the desired loan. For example, to create an advancement/credit for the loan with the id 515, the URL would be as follows:
PUT https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(515)
Request Body for Advancements
{
"Advancements": {
"results": [
{
"modalType": "advancement",
"loanId": 370,
"resetPastDue": 0,
"amount": "900.00",
"date": "2015-11-18",
"title": "test",
"category": 3
}
]
}
}- modalType – Needs to be an advancement for an advancement and credit for credit
- loanId – The associated loan ID
- resetPastDue – Whether or not to reset days past due
- amount – The advancement amount
- date – The date the advancement was made (YYYY-MM-DD)
- title – A title or short description of the advancement
- category – The advancement category ID
Request Body for Credits
Below is a sample request body for credits.
{
"Credits": {
"results": [
{
"modalType": "credit",
"loanId": 370,
"resetPastDue": 0,
"amount": "900.00",
"date": "2015-11-18",
"title": "test",
"category": 3,
"paymentType": 2,
"customApplication": "{\"principal\":0,\"interest\":0,\"fees\":0,\"payoffFees\":0,\"escrow\":0,\"escrow_1\":
0,\"escrow_11\":0,\"escrow_12\":0,\"escrow_13\":0,\"escrow_2\":0,\"escrow_3\":0,\"escr
ow_4\":0,\"escrow_5\":0,\"escrow_7\":0,\"escrow_8\":0,\"escrow_9\":0,\"discount\":0,\"
fees_206\":0,\"fees_205\":0,\"standard\":false,\"payoff\":false}"
}
]
}
}- modalType – Needs to be advancement for an advancement and credit for credit
- loanId – The associated loan ID
- resetPastDue – Whether or not to reset days past due
- amount – The credit amount
- date – The date the credit was given (YYYY-MM-DD)
- title – A title or brief description of the credit
- category – The ID of the credit category
- paymentType – The payment type that the credit will use
- customApplication – The custom application of the credit (i.e. how the credit will apply to the loan); for an advancement, it will be “{}”