Create an Application (V2)
Description
This REST API creates an application, and a borrower if it is a new borrower, in Q2 Origination. It commits an object of type Application (genesis__Applications__c) in the database.
Q2 Origination supports API expandability for creating and modifying an application. This means that you can add custom details of the application and its related and child objects if any. If you modify the data entry form to add a field, the corresponding API expands to seamlessly accommodate the custom field.
For example, if you have defined the Creating an Application (v2) API as:
{
"application" : "{\"attributes\":{\"type\":\"genesis__Applications__c\"},\"genesis__Account__c\
":\"0013B000002KgFp\", \"genesis__Arrears__c\":false,\"genesis__Auto_Decisioning__c\":false,\
"genesis__CL_Product__c\":\"a5w3B0000000022\",\"genesis__Days_Convention__c\":\"365/365\",
\"genesis__Expected_First_Payment_Date__c\":\"2015-10-20\",\"genesis__Expected_Start_Date__c\
":\"2015-08-31\",\"genesis__Interest_Calculation_Method__c\":\"Declining Balance\",\
"genesis__Interest_Rate__c\":12.0000,\"genesis__Loan_Amount__c\":15000.00,\
"genesis__Payment_Frequency__c\":\"MONTHLY\",\"genesis__Product_Type__c\":\"LOAN\",
\"genesis__Term__c\":12,\"genesis__CL_Purpose__c\":\"a5x3B0000000001\"}"
}
Then, to add a new field called Application Fees, you can modify the API definition as follows and send the modified request to the Salesforce org:
{
"application" : "{\"attributes\":{\"type\":\"genesis__Applications__c\"},\
"Application_Fees__c\" : 100, \"genesis__Account__c\":\"0013B000002KgFp\",
\"genesis__Arrears__c\":false,\"genesis__Auto_Decisioning__c\":false,
\"genesis__CL_Product__c\":\"a5w3B0000000022\",\"genesis__Days_Convention__c\":\"365/365\",
\"genesis__Expected_First_Payment_Date__c\":\"2015-10-20\",\"genesis__Expected_Start_Date__c\
":\"2015-08-31\",\"genesis__Interest_Calculation_Method__c\":\"Declining Balance\",
\"genesis__Interest_Rate__c\":12.0000,\"genesis__Loan_Amount__c\":15000.00,
\"genesis__Payment_Frequency__c\":\"MONTHLY\",\"genesis__Product_Type__c\":\"LOAN\",
\"genesis__Term__c\":12,\"genesis__CL_Purpose__c\":\"a5x3B0000000001\"}"}
Caller
This API is called by a Salesforce and Guest user.
Definition
POST https://<domain>/services/apexrest/genesis/v2/applications
Authentication
Bearer <Access Token>
Parameters
HTTP Header Parameters
The following table provides the details of the header parameters used by this API:
Key | Value |
---|---|
Content-Type |
application/json |
Authorization | Bearer <Access Token> |
Path Parameters
The are no path parameters in the REST API.
Request body parameters
The following table provides details of the request body parameters used by this REST API:
Field | Type | Description |
---|---|---|
application* |
String |
|
relatedObjects |
String |
|
childObjects |
String |
|
generateSchedule
|
Boolean |
This field when passed as true generates the Schedule with creation of Application. The value can be True/False. If no value is passed the default value will be true. This parameter is optional . |
Error Messages
When you use this REST API you can receive the possible error messages as shown in the following table:
Error Number | Error Code | Error Message | System.Label | Reason | HTTP Status Code |
---|---|---|---|---|---|
00002 |
INVALID_INPUT |
Unable to parse the Request parameters. |
System.label.UNABLE_PARSE_REQ_PARAMS |
Error getting the request parameters from the request body. |
400 |
00001 |
INVALID_INPUT |
Required parameters are missing. |
System.label.REQUIRED_PARAMS_MISSING |
One of the mandatory parameters is missing. |
400 |
00032 |
INVALID_INPUT |
Exception message |
<NA> |
Exception while parsing request parameters. This may be due to the invalid format of input parameters. |
400 |
00006 |
INVALID_INPUT |
Both Contact & Account found null. Please provide at least one of them. |
System.label.ACCOUNT_CONTACT_ID_NULL |
Both Contact and Account information is not found in request parameters. At least one should be provided. |
400 |
00005 |
INVALID_INPUT |
Exception message |
<NA> |
Exception while committing Business Information. This may be due to if any mandatory field is missing or any custom validation rule is not satisfied |
400 |
00003 |
INVALID_INPUT |
Exception message |
<NA> |
Exception while committing Account (new borrower) Information. This may be due to any mandatory field is missing or any custom validation rule is not satisfied |
400 |
00004 |
INVALID_INPUT |
Exception message |
<NA> |
Exception while committing Contact (new borrower) Information. This may be due to any mandatory field is missing or any custom validation rule is not satisfied |
400 |
00008 |
INVALID_INPUT |
No object found with name <object name> |
OBJECT_NOT_FOUND |
The object name i.e, key mentioned in JSON of “childObjects” is not a valid object name. |
400 |
00009 |
INVALID_INPUT |
Unable to find the Account. |
ACCOUNT_NOT_FOUND |
There is no valid record of the borrower account for which the application is to be created. |
400 |
00010 |
INVALID_INPUT |
Unable to find the Contact. |
CONTACT_NOT_FOUND |
There is no valid record of Borrower contact for which application is to be created. |
400 |
00012 |
INVALID_INPUT |
Unable to find the Company. |
COMPANY_NOT_FOUND |
The company specified for the application is not a valid one. |
400 |
00013 |
INVALID_INPUT |
Unable to find the Lending Product. |
LENDING_PRODUCT_NOT_FOUND |
The product specified for the application is not a valid one. |
400 |
00014 |
INVALID_INPUT |
Invalid Product Type |
PRODUCT_TYPE_NOT_FOUND |
The product type of the application is either null or not valid |
400 |
00015 |
INVALID_INPUT |
Invalid Payment Frequency. |
PAYMENT_FREQUENCY_NOT_FOUND |
The payment frequency specified for the application is not a valid value. |
400 |
00016 |
INVALID_INPUT |
Loan Amount is null or invalid |
LOAN_AMOUNT_NULL |
The loan amount is either null or invalid. |
400 |
00017 |
INVALID_INPUT |
Term is null or invalid. |
TERM_NULL |
The term is null or invalid |
400 |
00018 |
INVALID_INPUT |
Interest Rate is null or invalid. |
INTEREST_RATE_NULL |
The interest rate is either null or invalid. |
400 |
0029 |
INVALID_INPUT |
Draw Term is null or invalid. |
DRAW_TERM_INVALID |
The draw term is either null or invalid. |
400 |
00030 |
INVALID_INPUT |
Credit Limit is null or invalid. |
CREDIT_LIMIT_INVALID |
The credit limit is either null or invalid. |
400 |
00031 |
INVALID_INPUT |
Draw Term cannot be greater than Contract Term. |
DRAW_TERM_TERM_INVALID |
Draw term is greater than contractual term. |
400 |
00027 |
INVALID_INPUT |
Product Sub Type is null or invalid. |
PRODUCT_SUB_TYPE_NOT_FOUND |
Product subtype is either null or invalid. |
400 |
00024 |
INVALID_INPUT |
Pricing method is null or invalid. |
PRICING_METHOD_INVALID |
The pricing method is either null or invalid. |
400 |
00022 |
INVALID_INPUT |
Sales Division is null or invalid. |
SALES_DIVISION_INVALID |
Sales Division is either null or invalid. |
400 |
00028 |
INVALID_INPUT |
Expected First Payment Date should be greater than Expected Start Date. |
FIRST_PAYMENT_DATE_VALIDATION |
The expected first payment date for the new application is before the expected start date. |
400 |
00025 |
INVALID_INPUT |
Days Convention is invalid. |
DAYS_CONVENTION_INVALID |
Value for the field Days Convention is invalid. |
400 |
00026 |
INVALID_INPUT |
Interest calculation method is invalid. |
INTEREST_CALC_METHOD_INVALID |
Value for the field Interest Calculation Method is invalid. |
400 |
00023 |
INVALID_INPUT |
Customer Cash Used For is invalid. |
CUST_CASH_USED_FOR_INVALID |
Value for the field Customer Cash Used For is invalid. |
400 |
00021 |
INVALID_INPUT |
Bank Account Type is invalid. |
BANK_ACCOUNT_TYPE_INVALID |
Value for the field Bank Account Type is invalid. |
400 |
00020 |
INVALID_INPUT |
Healthcare Procedure is invalid. |
HEATH_CARE_PROC_INVALID |
Value for the field Healthcare Procedure is invalid. |
400 |
00019 |
INVALID_INPUT |
ID Type is invalid. |
ID_TYPE_INVALID |
Value for the field ID Type is invalid. |
400 |
00007 |
API_EXCEPTION |
<Exception_message> |
<NA> |
Any runtime exception occurred while creating the new application. |
500 |
Scenario 1 - Create Application with New Contact
Sample Request
The sample request to be sent is as shown below:
{
"application": "{\"attributes\":{\"type\":\"genesis__Applications__c\"},
\"genesis__CL_Product__c\":\"a0X3k00000DSY79EAH\",\"genesis__Interest_Rate__c\":12.0000,
\"genesis__Loan_Amount__c\":15000.00,\"genesis__Payment_Frequency__c\":\"MONTHLY\",
\"genesis__Product_Type__c\":\"LOAN\",\"genesis__Term__c\":36}",
"relatedObjects": "{\"genesis__contact__c\" : {\"attributes\":{\"type\":\"Contact\"},
\"FirstName\":\"John\",\"LastName\":\"Smith\",\"Birthdate\":\"1987-08-24\",
\"MobilePhone\":\"0987654321\",\"HomePhone\":\"1234567890\",
\"clcommon__Legal_Entity_Type__c\" : \"a283k000006imLT\"}}",
"childObjects" : "{\"genesis__Employment_Information__c\" :
[{ \"genesis__Average_Monthly_Income__c\" : \"1000\", \"genesis__Name_of_employer__c\" :
\"Bank\", \"genesis__Position__c\"
: \"QA\", \"Name_of_Supervisor__c\" : \"Test\", \"Supervisor_Phone__c\" : \"55555555\" }],
\"clcommon__Fee__c\":[{\"clcommon__Original_Amount__c\":29290,\"clcommon__Date__c\":\"2020-11-12\"}]}"
}
Sample Response
{
"status": "SUCCESS",
"rowNumber": null,
"response": [],
"errorNumber": null,
"errorMessage": null,
"errorCode": "NO_ERROR",
"content": [
{
"attributes": {
"type": "genesis__Applications__c",
"url": "/services/data/v34.0/sobjects/genesis__Applications__c/a6k3k000001U2YIAA0"
},
"Id": "a6k3k000001U2YIAA0",
"Name": "APP-0000002925",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"RecordTypeId": "0123k0000010ipUAAQ",
"CreatedDate": "2021-02-08T18:33:29.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T18:33:34.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T18:33:34.000+0000",
"genesis__Account__c": "0013k00002vYoS3AAK",
"genesis__Additional_Cash_Required__c": 0,
"genesis__Agricultural_Use__c": false,
"genesis__Application_Submission_Date__c": "2021-02-09",
"genesis__Arrears__c": false,
"genesis__Asset_Class__c": "Consumer Secured",
"genesis__Auto_Decisioning__c": false,
"genesis__Bank_Transactions_Fetched__c": false,
"genesis__Beneficial_Owner_Exempt__c": false,
"genesis__CL_Product_Name__c": "TestConsumerProduct",
"genesis__CL_Product__c": "a0X3k00000DSY79EAH",
"genesis__Calculation_Action__c": "Calculate Maturity Date",
"genesis__Cap_Reduction__c": 0,
"genesis__Cash_Collected_By_Dealer__c": 0,
"genesis__Collateral_Value__c": 0,
"genesis__Days_Convention__c": "365/365",
"genesis__Documentation_Charges__c": 0,
"genesis__Down_Payment__c": 0,
"genesis__Due_Day__c": 9,
"genesis__E_Signatures__c": false,
"genesis__Estimated_Selling_Price__c": 0,
"genesis__Expected_Close_Date__c": "2021-02-09",
"genesis__Expected_First_Payment_Date__c": "2021-03-09",
"genesis__Expected_Start_Date__c": "2021-02-09",
"genesis__Fees_Amount__c": 0,
"genesis__Florida_Stamp_Tax__c": false,
"genesis__Funding_in_Tranches__c": false,
"genesis__Gross_Annual_Income__c": 0,
"genesis__HMDA__c": false,
"genesis__Interest_Calculation_Method__c": "Declining Balance",
"genesis__Interest_Rate__c": 12,
"genesis__Is_Get_Yield_Enabled__c": false,
"genesis__Is_Indirect__c": false,
"genesis__Is_Renewal__c": false,
"genesis__Is_Secured__c": false,
"genesis__Is_over_21__c": false,
"genesis__Landing_Sequence__c": 2,
"genesis__Loan_Amount__c": 15000,
"genesis__Maturity_Date__c": "2024-02-09",
"genesis__Maximum_Loan_Amount_DTI__c": 0,
"genesis__No_Of_Payments_Required_Upfront__c": 0,
"genesis__Number_of_Pieces_of_Equipment__c": 0,
"genesis__Payable_On_Demand__c": false,
"genesis__Payment_Amount__c": 497.99,
"genesis__Payment_Frequency__c": "MONTHLY",
"genesis__Prepayment_Penalty__c": false,
"genesis__Probability__c": 100,
"genesis__Product_Sub_Type__c": "UNDEFINED",
"genesis__Product_Type__c": "LOAN",
"genesis__Rate_Discount__c": false,
"genesis__Rate_Lock__c": false,
"genesis__Repayment_Procedure__c": "Equal Monthly Installments",
"genesis__Requested_Loan_Amount__c": 15000,
"genesis__Required_Customer_Cash__c": 0,
"genesis__Residual_Amount__c": 0,
"genesis__Retained_Amount__c": 0,
"genesis__Skip_Usage_On_Parent_Application__c": false,
"genesis__Solved_For__c": "None",
"genesis__Status__c": "NEW - ENTERED",
"genesis__Sublimit_Variance__c": 15000,
"genesis__Tax_Amount__c": 0,
"genesis__Term__c": 36,
"genesis__Total_Cash_Due_from_Customer__c": 0,
"genesis__Total_Dealer_Payable__c": 0,
"genesis__Total_Dealer_Price__c": 0,
"genesis__Total_Estimated_Interest__c": 2927.54,
"genesis__Total_Facilities__c": 0,
"genesis__Total_Facility_Amount__c": 0,
"genesis__Total_Facility_Variance__c": 15000,
"genesis__Total_Fee_Amount__c": 29290,
"genesis__Total_Pledged_Collateral_Amount__c": 0,
"genesis__Total_Upfront_Payments__c": 0,
"genesis__Valid_Pricing_Flag__c": false,
"genesis__Warranty_Amount__c": 0,
"genesis__SubLimit_Total__c": 0,
"genesis__Total_Assets__c": 0,
"genesis__Total_Score__c": 0,
"genesis__Interest_in_Advance__c": false,
"genesis__Nature_of_Credit_Facility__c": "Non-Revolving",
"genesis__Seasonal_Payment__c": false,
"genesis__Status_of_Credit_Facility__c": "Pending Approval",
"genesis__Total_Amount_Repaid__c": 0,
"genesis__Customer_Enrollment_Status__c": false,
"genesis__Adverse_Action_Based_On_Outside_Info__c": false,
"genesis__Index_Linked__c": false,
"genesis__Interest_Rate_Type__c": "Fixed",
"genesis__Employment_Information__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "genesis__Employment_Information__c",
"url": "/services/data/v34.0/sobjects/genesis__Employment_Information__c /a7K3k000000D1MZEA0"
},
"genesis__Application__c": "a6k3k000001U2YIAA0",
"Id": "a7K3k000000D1MZEA0",
"Name": "a7K3k000000D1MZ",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"CreatedDate": "2021-02-08T18:33:34.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T18:33:34.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T18:33:34.000+0000",
"genesis__Average_Monthly_Income__c": 1000,
"genesis__Is_Current_Employer__c": false,
"genesis__Name_of_employer__c": "Bank",
"genesis__Position__c": "QA",
"genesis__Self_Employed__c": false
}
]
},
"genesis__Fees__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "clcommon__Fee__c",
"url": "/services/data/v34.0/sobjects/clcommon__Fee__c/a1l3k00000Bqcb7AAB"
},
"genesis__Application__c": "a6k3k000001U2YIAA0",
"Id": "a1l3k00000Bqcb7AAB",
"Name": "FEE-00000459",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"CreatedDate": "2021-02-08T18:33:34.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T18:33:34.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T18:33:34.000+0000",
"clcommon__Approval_Process__c": false,
"clcommon__Capitalize__c": false,
"clcommon__Date__c": "2020-11-12",
"clcommon__Discount_Fee_By_Percentage__c": false,
"clcommon__Discount_Fee__c": false,
"clcommon__Include_in_APR__c": false,
"clcommon__Include_in_Dues__c": false,
"clcommon__Interest_Bearing__c": false,
"clcommon__Interest_Due__c": 0,
"clcommon__Original_Amount__c": 29290,
"clcommon__Override_Fee__c": false,
"clcommon__Paid_Amount__c": 0,
"clcommon__Paid__c": false,
"clcommon__Partial_Fee_Waiver__c": false,
"clcommon__Principal_Due__c": 0,
"clcommon__Taxable__c": false,
"clcommon__Total_Waived_Amount__c": 0,
"clcommon__Waive__c": false,
"clcommon__Applicable__c": false,
"clcommon__Active__c": true
}
]
},
"genesis__Account__r": null,
"genesis__Contact__r": {
"attributes": {
"type": "Contact",
"url": "/services/data/v34.0/sobjects/Contact/0033k00003UiRgBAAV"
},
"Account": {
"attributes": {
"type": "Account",
"url": "/services/data/v34.0/sobjects/Account/0013k00002vYoS3AAK"
},
"Name": "John Smith",
"clcommon__Legal_Entity_Type__c": "a283k000006imLTAAY",
"Id": "0013k00002vYoS3AAK"
},
"AccountId": "0013k00002vYoS3AAK",
"HomePhone": "1234567890",
"FirstName": "John",
"LastName": "Smith",
"Id": "0033k00003UiRgBAAV",
"Birthdate": "1987-08-24",
"MobilePhone": "0987654321",
"clcommon__Legal_Entity_Type__c": "a283k000006imLT"
}
}
]
}
Scenario 2 - Create Application with Existing Account
Sample Request
The sample request to be sent is as shown below:
{
"application": "{\"attributes\":{\"type\":\"genesis__Applications__c\"},\"genesis__Account__c\
":\"0013k00002vY8ik\",\"genesis__CL_Product__c\":\"a0X3k00000DSY79EAH\",
\"genesis__Interest_Rate__c\":12.0000,\"genesis__Loan_Amount__c\":15000.00,
\"genesis__Payment_Frequency__c\":\"MONTHLY\",\"genesis__Product_Type__c\":\"LOAN\",
\"genesis__Term__c\":36}",
"childObjects" : "{\"genesis__Employment_Information__c\"
: [{ \"genesis__Average_Monthly_Income__c\" : \"1000\", \"genesis__Name_of_employer__c\" : \"Bank\",
\"genesis__Position__c\"
: \"QA\", \"Name_of_Supervisor__c\" : \"Test\", \"Supervisor_Phone__c\" : \"55555555\" }],
\"clcommon__Fee__c\":[{\"clcommon__Original_Amount__c\":29290,\"clcommon__Date__c\":\"2020-11-12\"}]}"
}
Sample Response
{
"status": "SUCCESS",
"rowNumber": null,
"response": [],
"errorNumber": null,
"errorMessage": null,
"errorCode": "NO_ERROR",
"content": [
{
"attributes": {
"type": "genesis__Applications__c",
"url": "/services/data/v34.0/sobjects/genesis__Applications__c/a6k3k000001U2YDAA0"
},
"Id": "a6k3k000001U2YDAA0",
"Name": "APP-0000002924",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"RecordTypeId": "0123k0000010ipUAAQ",
"CreatedDate": "2021-02-08T18:16:32.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T18:16:35.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T18:16:35.000+0000",
"genesis__Account__c": "0013k00002vY8ikAAC",
"genesis__Additional_Cash_Required__c": 0,
"genesis__Agricultural_Use__c": false,
"genesis__Application_Submission_Date__c": "2021-02-08",
"genesis__Arrears__c": false,
"genesis__Asset_Class__c": "Consumer Secured",
"genesis__Auto_Decisioning__c": false,
"genesis__Bank_Transactions_Fetched__c": false,
"genesis__Beneficial_Owner_Exempt__c": false,
"genesis__CL_Product_Name__c": "TestConsumerProduct",
"genesis__CL_Product__c": "a0X3k00000DSY79EAH",
"genesis__Calculation_Action__c": "Calculate Maturity Date",
"genesis__Cap_Reduction__c": 0,
"genesis__Cash_Collected_By_Dealer__c": 0,
"genesis__Collateral_Value__c": 0,
"genesis__Days_Convention__c": "365/365",
"genesis__Documentation_Charges__c": 0,
"genesis__Down_Payment__c": 0,
"genesis__Due_Day__c": 8,
"genesis__E_Signatures__c": false,
"genesis__Estimated_Selling_Price__c": 0,
"genesis__Expected_Close_Date__c": "2021-02-08",
"genesis__Expected_First_Payment_Date__c": "2021-03-08",
"genesis__Expected_Start_Date__c": "2021-02-08",
"genesis__Fees_Amount__c": 0,
"genesis__Florida_Stamp_Tax__c": false,
"genesis__Funding_in_Tranches__c": false,
"genesis__Gross_Annual_Income__c": 0,
"genesis__HMDA__c": false,
"genesis__Interest_Calculation_Method__c": "Declining Balance",
"genesis__Interest_Rate__c": 12,
"genesis__Is_Get_Yield_Enabled__c": false,
"genesis__Is_Indirect__c": false,
"genesis__Is_Renewal__c": false,
"genesis__Is_Secured__c": false,
"genesis__Is_over_21__c": false,
"genesis__Landing_Sequence__c": 2,
"genesis__Loan_Amount__c": 15000,
"genesis__Maturity_Date__c": "2024-02-08",
"genesis__Maximum_Loan_Amount_DTI__c": 0,
"genesis__No_Of_Payments_Required_Upfront__c": 0,
"genesis__Number_of_Pieces_of_Equipment__c": 0,
"genesis__Payable_On_Demand__c": false,
"genesis__Payment_Amount__c": 497.99,
"genesis__Payment_Frequency__c": "MONTHLY",
"genesis__Prepayment_Penalty__c": false,
"genesis__Probability__c": 100,
"genesis__Product_Sub_Type__c": "UNDEFINED",
"genesis__Product_Type__c": "LOAN",
"genesis__Rate_Discount__c": false,
"genesis__Rate_Lock__c": false,
"genesis__Repayment_Procedure__c": "Equal Monthly Installments",
"genesis__Requested_Loan_Amount__c": 15000,
"genesis__Required_Customer_Cash__c": 0,
"genesis__Residual_Amount__c": 0,
"genesis__Retained_Amount__c": 0,
"genesis__Skip_Usage_On_Parent_Application__c": false,
"genesis__Solved_For__c": "None",
"genesis__Status__c": "NEW - ENTERED",
"genesis__Sublimit_Variance__c": 15000,
"genesis__Tax_Amount__c": 0,
"genesis__Term__c": 36,
"genesis__Total_Cash_Due_from_Customer__c": 0,
"genesis__Total_Dealer_Payable__c": 0,
"genesis__Total_Dealer_Price__c": 0,
"genesis__Total_Estimated_Interest__c": 2927.54,
"genesis__Total_Facilities__c": 0,
"genesis__Total_Facility_Amount__c": 0,
"genesis__Total_Facility_Variance__c": 15000,
"genesis__Total_Fee_Amount__c": 29290,
"genesis__Total_Pledged_Collateral_Amount__c": 0,
"genesis__Total_Upfront_Payments__c": 0,
"genesis__Valid_Pricing_Flag__c": false,
"genesis__Warranty_Amount__c": 0,
"genesis__SubLimit_Total__c": 0,
"genesis__Total_Assets__c": 0,
"genesis__Total_Score__c": 0,
"genesis__Interest_in_Advance__c": false,
"genesis__Nature_of_Credit_Facility__c": "Non-Revolving",
"genesis__Seasonal_Payment__c": false,
"genesis__Status_of_Credit_Facility__c": "Pending Approval",
"genesis__Total_Amount_Repaid__c": 0,
"genesis__Customer_Enrollment_Status__c": false,
"genesis__Adverse_Action_Based_On_Outside_Info__c": false,
"genesis__Index_Linked__c": false,
"genesis__Interest_Rate_Type__c": "Fixed",
"genesis__Employment_Information__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "genesis__Employment_Information__c",
"url": "/services/data/v34.0/sobjects/genesis__Employment_Information__c/ a7K3k000000D1MUEA0"
},
"genesis__Application__c": "a6k3k000001U2YDAA0",
"Id": "a7K3k000000D1MUEA0",
"Name": "a7K3k000000D1MU",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"CreatedDate": "2021-02-08T18:16:35.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T18:16:35.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T18:16:35.000+0000",
"genesis__Average_Monthly_Income__c": 1000,
"genesis__Is_Current_Employer__c": false,
"genesis__Name_of_employer__c": "Bank",
"genesis__Position__c": "QA",
"genesis__Self_Employed__c": false
}
]
},
"genesis__Fees__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "clcommon__Fee__c",
"url": "/services/data/v34.0/sobjects/clcommon__Fee__c/a1l3k00000BqcZQAAZ"
},
"genesis__Application__c": "a6k3k000001U2YDAA0",
"Id": "a1l3k00000BqcZQAAZ",
"Name": "FEE-00000458",
"OwnerId": "0053k00000B7T8WAAV",
"IsDeleted": false,
"CurrencyIsoCode": "USD",
"CreatedDate": "2021-02-08T18:16:35.000+0000",
"CreatedById": "0053k00000B7T8WAAV",
"LastModifiedDate": "2021-02-08T18:16:35.000+0000",
"LastModifiedById": "0053k00000B7T8WAAV",
"SystemModstamp": "2021-02-08T18:16:35.000+0000",
"clcommon__Approval_Process__c": false,
"clcommon__Capitalize__c": false,
"clcommon__Date__c": "2020-11-12",
"clcommon__Discount_Fee_By_Percentage__c": false,
"clcommon__Discount_Fee__c": false,
"clcommon__Include_in_APR__c": false,
"clcommon__Include_in_Dues__c": false,
"clcommon__Interest_Bearing__c": false,
"clcommon__Interest_Due__c": 0,
"clcommon__Original_Amount__c": 29290,
"clcommon__Override_Fee__c": false,
"clcommon__Paid_Amount__c": 0,
"clcommon__Paid__c": false,
"clcommon__Partial_Fee_Waiver__c": false,
"clcommon__Principal_Due__c": 0,
"clcommon__Taxable__c": false,
"clcommon__Total_Waived_Amount__c": 0,
"clcommon__Waive__c": false,
"clcommon__Applicable__c": false,
"clcommon__Active__c": true
}
]
},
"genesis__Account__r": null
}
]
}
Scenraio 3- User creates an application with already selected Pricing (Rate Card) :
Sample Request
The sample request to be sent is as shown below:
{
"application": "{\"genesis__Product_Type__c\":\"LOAN\",
\"genesis__CL_Product__c\":\"a0mHo00000BtxNqIAJ\",
\"genesis__Term__c\":45.0,
\"genesis__CL_Company__c\":\"a1AHo000005wImCMAU\",
\"genesis__Expected_Close_Date__c\":\"2024-07-24\",
\"genesis__Loan_Amount__c\":10000.0,
\"genesis__Expected_First_Payment_Date__c\":\"2024-08-24\",
\"genesis__Expected_Start_Date__c\":\"2024-07-24\",
\"genesis__Payment_Frequency__c\":\"MONTHLY\",
\"genesis__Pricing_Method__c\":\"RATE CARD\"}",
"relatedObjects": "{\"genesis__contact__c\":{\"attributes\":{\"type\":\"Contact\"},
\"FirstName\":\"Johny\",\"LastName\":\"Smithy\",
\"Birthdate\":\"1988-08-24\",\"MobilePhone\":\"0987654320\",
\"HomePhone\":\"1234567890\"}}",
"childObjects": "{\"genesis__Application_Pricing_Detail__c\":[{\"genesis__Type__c\":\"RATE CARD\",
\"genesis__Arrears__c\":false,\"genesis__Credit_Grade__c\":null,
\"genesis__Credit_Rating__c\":null,
\"genesis__Days_Convention__c\":\"30/360\",
\"genesis__Enabled_Flag__c\":true,
\"genesis__Equipment_Class__c\":\"TRUCK\",
\"genesis__Equipment_Condition__c\":\"NEW\",
\"genesis__Maximum_Financed_Amount__c\":0.00,
\"genesis__Minimum_Financed_Amount__c\":0.00,
\"genesis__Payment_Amount_Per_Period__c\":0.00,
\"genesis__Rate_Factor__c\":0E-12,
\"genesis__Rate_Factor_Based_On_Amount__c\":0.00,
\"genesis__Residual_Percent__c\":0.00,
\"genesis__Residual_Term__c\":0,
\"genesis__Residual_Type__c\":null,
\"genesis__Residual_Amount__c\":0.00,
\"genesis__Pricing_Method__c\":\"RATE SCHEDULE\",
\"genesis__Yield_Percent__c\":0.00,
\"genesis__Total_Payments__c\":0.00,
\"genesis__Usage_Of_Equipment__c\":null,
\"genesis__Year_Of_Manufacture__c\":null,
\"genesis__Interest_Rate__c\":22.00,
\"genesis__Rate_Card_Setup_Detail__c\":\"aBEHo000000PuvyOAC\",
\"genesis__Application__c\":null,
\"genesis__Payment_Frequency__c\":\"MONTHLY\",
\"genesis__Term__c\":45.0,\"genesis__Selected__c\":\"true\"}],
\"genesis__Rate_Schedule_Setup__c\" :[{\"genesis__Index__c\":null,
\"genesis__Interest_Rate__c\":22.00,
\"genesis__Spread__c\":0.00,
\"genesis__Rate_Card_Setup_Detail__c\":\"aBEHo000000PuvyOAC\",
\"genesis__Rate_Type__c\":\"Fixed\",
\"genesis__Sequence__c\":1,
\"genesis__Start_Date__c\":\"2024-07-24\",
\"genesis__Terms__c\":12,\"genesis__Unit__c\":\"Months\",
\"genesis__Adjustments__c\":12.00,
\"genesis__End_Date__c\":\"2024-09-24\",
\"genesis__Base_Rate__c\":10.00,\"genesis__Margin_Rate__c\":0},
{\"genesis__Index__c\":null,\"genesis__Interest_Rate__c\":20.00,
\"genesis__Spread__c\":0.00,
\"genesis__Rate_Card_Setup_Detail__c\":\"aBEHo000000PuvyOAC\",
\"genesis__Rate_Type__c\":\"Fixed\",\"genesis__Sequence__c\":2,
\"genesis__Start_Date__c\":\"2024-09-24\",
\"genesis__Terms__c\":12,\"genesis__Unit__c\":\"Months\",
\"genesis__Adjustments__c\":10.00,
\"genesis__End_Date__c\":\"2025-07-24\",
\"genesis__Base_Rate__c\":10.00,\"genesis__Margin_Rate__c\":0},
{\"genesis__Index__c\":\"a29Ho0000057AXhIAM\",
\"genesis__Interest_Rate__c\":7.75,\"genesis__Spread__c\":0.00,
\"genesis__Rate_Card_Setup_Detail__c\":\"aBEHo000000PuvyOAC\",
\"genesis__Rate_Type__c\":\"Floating\",\"genesis__Sequence__c\":3,
\"genesis__Start_Date__c\":\"2025-07-24\",\"genesis__Terms__c\":6,
\"genesis__Unit__c\":\"Months\",\"genesis__Adjustments__c\":0,
\"genesis__End_Date__c\":\"2026-01-24\",
\"genesis__Base_Rate__c\":7.75,\"genesis__Margin_Rate__c\":0}]}"
}
Sample Response
{
"status": "SUCCESS",
"rowNumber": null,
"responseJson": null,
"response": [],
"errorNumber": null,
"errorMessage": null,
"errorCode": "NO_ERROR",
"content": [
{
"attributes": {
"type": "genesis__Applications__c",
"url": "/services/data/v34.0/sobjects/genesis__Applications__c/a98Ho000000ltauIAA"
},
"Id": "a98Ho000000ltauIAA",
"Name": "APP-0000000826",
"OwnerId": "005Ho00000ARxROIA1",
"IsDeleted": false,
"RecordTypeId": "012Ho000000gVX3IAM",
"CreatedDate": "2024-07-30T08:26:05.000+0000",
"CreatedById": "005Ho00000ARxROIA1",
"LastModifiedDate": "2024-07-30T08:26:06.000+0000",
"LastModifiedById": "005Ho00000ARxROIA1",
"SystemModstamp": "2024-07-30T08:26:06.000+0000",
"genesis__Account__c": "001Ho00001NgfxqIAB",
"genesis__Additional_Cash_Required__c": 0.00,
"genesis__Advance_Payment_Amount__c": 0.00,
"genesis__Adverse_Action_Based_On_Outside_Info__c": false,
"genesis__Agricultural_Use__c": false,
"genesis__Application_Submission_Date__c": "2024-07-30",
"genesis__Arrears__c": false,
"genesis__Auto_Decisioning__c": false,
"genesis__Bank_Transactions_Fetched__c": false,
"genesis__Beneficial_Owner_Exempt__c": false,
"genesis__CL_Company__c": "a1AHo000005wImCMAU",
"genesis__CL_Product__c": "a0mHo00000BtxNqIAJ",
"genesis__Calculation_Action__c": "Calculate Maturity Date",
"genesis__Cap_Reduction__c": 0.00,
"genesis__Cash_Collected_By_Dealer__c": 0.00,
"genesis__Collateral_Value__c": 0.00,
"genesis__Customer_Enrollment_Status__c": false,
"genesis__Documentation_Charges__c": 0.00,
"genesis__Down_Payment__c": 0.00,
"genesis__E_Signatures__c": false,
"genesis__Employee_Application__c": false,
"genesis__Employee_Loan__c": false,
"genesis__Estimated_Selling_Price__c": 0.00,
"genesis__Exclude__c": false,
"genesis__Expected_Close_Date__c": "2024-07-24",
"genesis__Expected_First_Payment_Date__c": "2024-08-24",
"genesis__Expected_Start_Date__c": "2024-07-24",
"genesis__Fees_Amount__c": 0.00,
"genesis__Florida_Stamp_Tax__c": false,
"genesis__Funding_in_Tranches__c": false,
"genesis__Gross_Annual_Income__c": 0.00,
"genesis__HMDA__c": false,
"genesis__Index_Linked__c": false,
"genesis__Interest_Calculation_Method__c": "Declining Balance",
"genesis__Interest_Rate_Type__c": "Fixed",
"genesis__Interest_in_Advance__c": false,
"genesis__Is_Booked_to_Core__c": false,
"genesis__Is_Get_Yield_Enabled__c": false,
"genesis__Is_Indirect__c": false,
"genesis__Is_Loan_Review_Completed__c": false,
"genesis__Is_Renewal__c": false,
"genesis__Is_Review_Application__c": false,
"genesis__Is_Secured__c": false,
"genesis__Is_over_21__c": false,
"genesis__Landing_Sequence__c": 2,
"genesis__Loan_Amount__c": 10000.00,
"genesis__Maximum_Loan_Amount_DTI__c": 0.00,
"genesis__Minimum_Interest_Charge_Amount__c": 0.00,
"genesis__Move_Across_Month__c": false,
"genesis__Nature_of_Credit_Facility__c": "Non-Revolving",
"genesis__No_Of_Payments_Required_Upfront__c": 0,
"genesis__Number_of_Pieces_of_Equipment__c": 0,
"genesis__Payable_On_Demand__c": false,
"genesis__Payment_Amount__c": 0.00,
"genesis__Prepayment_Penalty__c": false,
"genesis__Probability__c": 100.00,
"genesis__Product_Type__c": "LOAN",
"genesis__Rate_Discount__c": false,
"genesis__Rate_Lock__c": false,
"genesis__Repayment_Procedure__c": "Equal Monthly Installments",
"genesis__Requested_Loan_Amount__c": 10000.00,
"genesis__Required_Customer_Cash__c": 0.00,
"genesis__Residual_Amount__c": 0.00,
"genesis__Retained_Amount__c": 0.00,
"genesis__Seasonal_Payment__c": false,
"genesis__Skip_Usage_On_Parent_Application__c": false,
"genesis__Solved_For__c": "None",
"genesis__Status__c": "NEW - ENTERED",
"genesis__Status_of_Credit_Facility__c": "Pending Approval",
"genesis__Tax_Amount__c": 0.00,
"genesis__Term__c": 45,
"genesis__Total_Amount_Repaid__c": 0.00,
"genesis__Total_Cash_Due_from_Customer__c": 0.00,
"genesis__Total_Dealer_Payable__c": 0.00,
"genesis__Total_Dealer_Price__c": 0.00,
"genesis__Total_Facilities__c": 0,
"genesis__Total_Facility_Amount__c": 0.00,
"genesis__Total_Fee_Amount__c": 4000.00,
"genesis__Total_Pledged_Collateral_Amount__c": 0.00,
"genesis__Total_Upfront_Payments__c": 0.00,
"genesis__Valid_Pricing_Flag__c": false,
"genesis__Warranty_Amount__c": 0.00,
"genesis__SubLimit_Total__c": 0.00,
"genesis__Total_Assets__c": 0.00,
"genesis__Total_Score__c": 0.000,
"genesis__Annual_Debt_Service__c": 0.00,
"genesis__Asset_Class__c": "Commercial Real Estate",
"genesis__Available_Value__c": 0.00,
"genesis__CL_Product_Name__c": "Construction",
"genesis__Collateral_Coverage__c": -10000.00,
"genesis__Days_Convention__c": "365/365",
"genesis__Payment_Frequency__c": "MONTHLY",
"genesis__Pricing_Method__c": "RATE CARD",
"genesis__Product_Sub_Type__c": "UNDEFINED",
"genesis__Sensitised_Debt_Service__c": 0.00,
"genesis__Sublimit_Variance__c": 10000.00,
"genesis__Total_Facility_Variance__c": 10000.00,
"genesis__Pricing_Details__r": {
"totalSize": 1,
"done": true,
"records": [
{
"attributes": {
"type": "genesis__Application_Pricing_Detail__c",
"url": "/services/data/v34.0/sobjects/genesis__Application_Pricing_Detail__c/a91Ho000000ThB6IAK"
},
"genesis__Application__c": "a98Ho000000ltauIAA",
"Id": "a91Ho000000ThB6IAK",
"Name": "APD-0000011300",
"IsDeleted": false,
"CreatedDate": "2024-07-30T08:26:07.000+0000",
"CreatedById": "005Ho00000ARxROIA1",
"LastModifiedDate": "2024-07-30T08:26:07.000+0000",
"LastModifiedById": "005Ho00000ARxROIA1",
"SystemModstamp": "2024-07-30T08:26:07.000+0000",
"genesis__Arrears__c": false,
"genesis__Days_Convention__c": "30/360",
"genesis__Enabled_Flag__c": true,
"genesis__Equipment_Class__c": "TRUCK",
"genesis__Equipment_Condition__c": "NEW",
"genesis__Interest_Rate__c": 22.00,
"genesis__Maximum_Financed_Amount__c": 0.00,
"genesis__Minimum_Financed_Amount__c": 0.00,
"genesis__Payment_Amount_Derived__c": 0.00,
"genesis__Payment_Amount_Per_Period__c": 0.00,
"genesis__Payment_Frequency__c": "MONTHLY",
"genesis__Rate_Card_Setup_Detail__c": "aBEHo000000PuvyOAC",
"genesis__Rate_Factor_Based_On_Amount__c": 0.00,
"genesis__Rate_Factor__c": 0E-8,
"genesis__Residual_Amount__c": 0.00,
"genesis__Residual_Percent__c": 0.00,
"genesis__Residual_Term__c": 0,
"genesis__Selected__c": true,
"genesis__Term__c": 45,
"genesis__Total_Payments_Derived__c": 0.00,
"genesis__Total_Payments__c": 0.00,
"genesis__Type__c": "RATE CARD",
"genesis__Yield_Percent__c": 0.00,
"genesis__Pricing_Method__c": "RATE SCHEDULE"
}
]
},
"genesis__Rate_Schedule_Setup__r": {
"totalSize": 3,
"done": true,
"records": [
{
"attributes": {
"type": "genesis__Rate_Schedule_Setup__c",
"url": "/services/data/v34.0/sobjects/genesis__Rate_Schedule_Setup__c/aBGHo000001M0ioOAC"
},
"genesis__Application__c": "a98Ho000000ltauIAA",
"Id": "aBGHo000001M0ioOAC",
"Name": "MSLSID-0000000320",
"OwnerId": "005Ho00000ARxROIA1",
"IsDeleted": false,
"CreatedDate": "2024-07-30T08:26:07.000+0000",
"CreatedById": "005Ho00000ARxROIA1",
"LastModifiedDate": "2024-07-30T08:26:07.000+0000",
"LastModifiedById": "005Ho00000ARxROIA1",
"SystemModstamp": "2024-07-30T08:26:07.000+0000",
"genesis__Adjustments__c": 12.00,
"genesis__Base_Rate__c": 10.00,
"genesis__End_Date__c": "2024-09-24",
"genesis__Interest_Rate__c": 22.00,
"genesis__Margin_Rate__c": 0.00,
"genesis__Rate_Card_Setup_Detail__c": "aBEHo000000PuvyOAC",
"genesis__Rate_Change_Date_Next__c": "3100-12-31",
"genesis__Rate_Type__c": "Fixed",
"genesis__Sequence__c": 1,
"genesis__Spread__c": 0.00,
"genesis__Start_Date__c": "2024-07-24",
"genesis__Terms__c": 12,
"genesis__Unit__c": "Months"
},
{
"attributes": {
"type": "genesis__Rate_Schedule_Setup__c",
"url": "/services/data/v34.0/sobjects/genesis__Rate_Schedule_Setup__c/aBGHo000001M0ipOAC"
},
"genesis__Application__c": "a98Ho000000ltauIAA",
"Id": "aBGHo000001M0ipOAC",
"Name": "MSLSID-0000000321",
"OwnerId": "005Ho00000ARxROIA1",
"IsDeleted": false,
"CreatedDate": "2024-07-30T08:26:07.000+0000",
"CreatedById": "005Ho00000ARxROIA1",
"LastModifiedDate": "2024-07-30T08:26:07.000+0000",
"LastModifiedById": "005Ho00000ARxROIA1",
"SystemModstamp": "2024-07-30T08:26:07.000+0000",
"genesis__Adjustments__c": 10.00,
"genesis__Base_Rate__c": 10.00,
"genesis__End_Date__c": "2025-07-24",
"genesis__Interest_Rate__c": 20.00,
"genesis__Margin_Rate__c": 0.00,
"genesis__Rate_Card_Setup_Detail__c": "aBEHo000000PuvyOAC",
"genesis__Rate_Change_Date_Next__c": "3100-12-31",
"genesis__Rate_Type__c": "Fixed",
"genesis__Sequence__c": 2,
"genesis__Spread__c": 0.00,
"genesis__Start_Date__c": "2024-09-24",
"genesis__Terms__c": 12,
"genesis__Unit__c": "Months"
},
{
"attributes": {
"type": "genesis__Rate_Schedule_Setup__c",
"url": "/services/data/v34.0/sobjects/genesis__Rate_Schedule_Setup__c/aBGHo000001M0iqOAC"
},
"genesis__Application__c": "a98Ho000000ltauIAA",
"Id": "aBGHo000001M0iqOAC",
"Name": "MSLSID-0000000322",
"OwnerId": "005Ho00000ARxROIA1",
"IsDeleted": false,
"CreatedDate": "2024-07-30T08:26:07.000+0000",
"CreatedById": "005Ho00000ARxROIA1",
"LastModifiedDate": "2024-07-30T08:26:07.000+0000",
"LastModifiedById": "005Ho00000ARxROIA1",
"SystemModstamp": "2024-07-30T08:26:07.000+0000",
"genesis__Adjustments__c": 0.00,
"genesis__Base_Rate__c": 7.75,
"genesis__End_Date__c": "2026-01-24",
"genesis__Index__c": "a29Ho0000057AXhIAM",
"genesis__Interest_Rate__c": 7.75,
"genesis__Margin_Rate__c": 0.00,
"genesis__Rate_Card_Setup_Detail__c": "aBEHo000000PuvyOAC",
"genesis__Rate_Change_Date_Next__c": "3100-12-31",
"genesis__Rate_Type__c": "Floating",
"genesis__Sequence__c": 3,
"genesis__Spread__c": 0.00,
"genesis__Start_Date__c": "2025-07-24",
"genesis__Terms__c": 6,
"genesis__Unit__c": "Months"
}
]
},
"genesis__Account__r": null,
"genesis__Contact__r": {
"attributes": {
"type": "Contact",
"url": "/services/data/v34.0/sobjects/Contact/003Ho00001x4QLzIAM"
},
"Id": "003Ho00001x4QLzIAM",
"Name": "Johny Smithy",
"IsDeleted": false,
"AccountId": "001Ho00001NgfxqIAB",
"LastName": "Smithy",
"FirstName": "Johny",
"OtherAddress": null,
"MailingAddress": null,
"MobilePhone": "0987654320",
"HomePhone": "1234567890",
"Birthdate": "1988-08-24",
"OwnerId": "005Ho00000ARxROIA1",
"HasOptedOutOfEmail": false,
"HasOptedOutOfFax": false,
"DoNotCall": false,
"CreatedDate": "2024-07-30T08:26:05.000+0000",
"CreatedById": "005Ho00000ARxROIA1",
"LastModifiedDate": "2024-07-30T08:26:05.000+0000",
"LastModifiedById": "005Ho00000ARxROIA1",
"SystemModstamp": "2024-07-30T08:26:05.000+0000",
"IsEmailBounced": false,
"PhotoUrl": "/services/images/photo/003Ho00001x4QLzIAM",
"clcommon__Archived__c": false,
"clcommon__Delinquency_Flag__c": false,
"clcommon__Employee__c": false,
"clcommon__Generate_Invoice_Letter__c": true,
"clcommon__Is_Permanent_Resident__c": false,
"clcommon__Mailing_Address_Same_as_Current_Address__c": false,
"clcommon__Marital_Status__c": "Not Provided",
"clcommon__Master_Archive_Object__c": false,
"clcommon__Residential_Status__c": "Other",
"clcommon__Summary__c": false,
"ints__Is_Lenddo_Verified__c": "No",
"Account": {
"attributes": {
"type": "Account",
"url": "/services/data/v34.0/sobjects/Account/001Ho00001NgfxqIAB"
},
"Id": "001Ho00001NgfxqIAB",
"Name": "Johny Smithy"
}
}
}
]
}