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Apache Fineract - Swagger Codegen generated Open API 3.0.3 Spec File
This file has been truncated, but you can view the full file.
openapi: 3.0.3
info:
title: Apache Fineract
description: "Apache Fineract is a secure, multi-tenanted microfinance platform\n\
\nThe goal of the Apache Fineract API is to empower developers to build apps on\
\ top of the Apache Fineract Platform<br>The [reference app](https://cui.fineract.dev)\
\ (username: mifos, password: password) works on the same demo tenant as the interactive\
\ links in this documentation\n\n- The API is organized around [REST](https://en.wikipedia.org/wiki/Representational_state_transfer)\n\
- Find out more about Apache Fineract [here](/fineract-provider/api-docs/apiLive.htm#top)\n\
- You can [Try The API From Your Browser](/fineract-provider/api-docs/apiLive.htm#interact)\n\
- The Generic Options are available [here](/fineract-provider/api-docs/apiLive.htm#genopts)\n\
- Find out more about [Updating Dates and Numbers](/fineract-provider/api-docs/apiLive.htm#dates_and_numbers)\n\
- For the Authentication and the Basic of HTTP and HTTPS refer [here](/fineract-provider/api-docs/apiLive.htm#authentication_overview)\n\
- Check about ERROR codes [here](/fineract-provider/api-docs/apiLive.htm#errors)\n\
\nPlease refer to the [old documentation](/fineract-provider/api-docs/apiLive.htm)\
\ for any documentation queries"
contact:
email: dev@fineract.apache.org
license:
name: Apache 2.0
url: http://www.apache.org/licenses/LICENSE-2.0.html
version: 1.4.0
servers:
- url: https://demo.fineract.dev/fineract-provider/api/v1
security:
- basicAuth: []
tenantid: []
tags:
- name: Periodic Accrual Accounting
description: |
Periodic Accrual is to accrue the loan income till the specific date or till batch job scheduled time.
- name: Accounting Closure
description: "An accounting closure indicates that no more journal entries may be\
\ logged (or reversed) in the system, either manually or via the portfolio with\
\ an entry date prior to the defined closure date\n\nField Descriptions\nclosingDate\n\
The date for which the accounting closure is defined\nofficeId\nThe identifer\
\ of the branch for which accounting has been closed\ncomments\nDescription associated\
\ with an Accounting closure"
- name: Mapping Financial Activities to Accounts
description: |-
Organization Level Financial Activities like Asset and Liability Transfer can be mapped to GL Account. Integrated accounting takes these accounts into consideration when an Account transfer is made between a savings to loan/savings account and vice-versa
Field Descriptions
financialActivityId
The identifier of the Financial Activity
glAccountId
The identifier of a GL Account ( Ledger Account) which shall be used as the default account for the selected Financial Activity
- name: General Ledger Account
description: "Ledger accounts represent an Individual account within an Organizations\
\ Chart Of Accounts(COA) and are assigned a name and unique number by which they\
\ can be identified. \nAll transactions relating to a company's assets, liabilities,\
\ owners' equity, revenue and expenses are recorded against these accounts"
- name: Journal Entries
description: "A journal entry refers to the logging of transactions against general\
\ ledger accounts. A journal entry may consist of several line items, each of\
\ which is either a \"debit\" or a \"credit\". The total amount of the debits\
\ must equal the total amount of the credits or the journal entry is said to be\
\ \"unbalanced\" \n\nA journal entry directly changes the account balances on\
\ the general ledger"
- name: Provisioning Entries
description: |
This defines the Provisioning Entries for all active loan products
Field Descriptions
date
Date on which day provisioning entries should be created
createjournalentries
Boolean variable whether to add journal entries for generated provisioning entries
- name: Accounting Rules
description: "It is typical scenario in MFI's that non accountants pass journal\
\ entries on a regular basis. For Ex: A branch office might deposit their entire\
\ cash at hand to their Bank account at the end of a working day. The branch office\
\ users might not understand enough of accounting to figure out which account\
\ needs to get credited and which account needs to be debited to represent this\
\ transaction.\n\nEnter accounting rules, an abstraction on top of manual Journal\
\ entires for enabling simpler data entry. An accounting rule can define any of\
\ the following abstractions\n\nA Simple journal entry where both the credit and\
\ debit account have been preselected\nA Simple journal entry where either credit\
\ or debit accounts have been limited to a pre-selected list of accounts (Ex:\
\ Debit account should be one of \"Bank of America\" of \"JP Morgan\" and credit\
\ account should be \"Cash\")\nA Compound journal entry where multiple debits\
\ and / or multiple credits may be made amongst a set of preselected list of accounts\
\ (Ex: Credit account should be either \"Bank Of America\" or \"Cash\" and debit\
\ account can be \"Employee Salary\" and/or \"Miscellenous Expenses\")\nAn accounting\
\ rule can also be optionally associated with a branch, so that only a particular\
\ Branch's users have access to the rule"
- name: Batch API
description: "The Apache Fineract Batch API enables a consumer to access significant\
\ amounts of data in a single call or to make changes to several objects at once.\
\ Batching allows a consumer to pass instructions for several operations in a\
\ single HTTP request. A consumer can also specify dependencies between related\
\ operations. Once all operations have been completed, a consolidated response\
\ will be passed back and the HTTP connection will be closed.\n\nThe Batch API\
\ takes in an array of logical HTTP requests represented as JSON arrays - each\
\ request has a requestId (the id of a request used to specify the sequence and\
\ as a dependency between requests), a method (corresponding to HTTP method GET/PUT/POST/DELETE\
\ etc.), a relativeUrl (the portion of the URL after https://example.org/api/v2/),\
\ optional headers array (corresponding to HTTP headers), optional reference parameter\
\ if a request is dependent on another request and an optional body (for POST\
\ and PUT requests). The Batch API returns an array of logical HTTP responses\
\ represented as JSON arrays - each response has a requestId, a status code, an\
\ optional headers array and an optional body (which is a JSON encoded string).\n\
\nBatch API uses Json Path to handle dependent parameters. For example, if request\
\ '2' is referencing request '1' and in the \"body\" or in \"relativeUrl\" of\
\ request '2', there is a dependent parameter (which will look like \"$.parameter_name\"\
), then Batch API will internally substitute this dependent parameter from the\
\ response body of request '1'.\n\nBatch API is able to handle deeply nested dependent\
\ requests as well nested parameters. As shown in the example, requests are dependent\
\ on each other as, 1<--2<--6, i.e a nested dependency, where request '6' is not\
\ directly dependent on request '1' but still it is one of the nested child of\
\ request '1'. In the same way Batch API could handle a deeply nested dependent\
\ value, such as {..[..{..,$.parameter_name,..}..]}."
- name: Audits
description: "Every non-read Mifos API request is audited. A fully processed request\
\ can not be changed or deleted. See maker checker api for situations where an\
\ audit is not fully processed.\n\nPermissions: To search and look at audit entries\
\ a user needs to be attached to a role that has one of the ALL_FUNCTIONS, ALL_FUNCTIONS_READ\
\ or READ_AUDIT permissions.\n\nData Scope: A user can only see audits that are\
\ within their data scope. However, 'head office' users can see all audits including\
\ those that aren't office/branch related e.g. Loan Product changes.\")"
- name: Account number format
description: "Account number preferences are used to describe custom formats for\
\ account numbers associated with Customer, Loan and Savings accounts."
- name: Cache
description: "The following settings are possible for cache:\n\nNo Caching: caching\
\ turned off\nSingle node: caching on for single instance deployments of platorm\
\ (works for multiple tenants but only one tomcat)\nBy default caching is set\
\ to No Caching. Switching between caches results in the cache been clear e.g.\
\ from Single node to No cache and back again would clear down the single node\
\ cache."
- name: Code Values
description: "Code and code values: Codes represent a specific category of data,\
\ their code values are a specific instance of that category.\n\nCodes are mostly\
\ system defined which means the code itself comes out of the box and cannot be\
\ modified however its code values can be. e.g. 'Customer Identifier', it defaults\
\ to a code value of 'Passport' but could be 'Drivers License, National Id' etc"
- name: Codes
description: "Code and code values: Codes represent a specific category of data,\
\ their code values are a specific instance of that category.\n\nCodes are mostly\
\ system defined which means the code itself comes out of the box and cannot be\
\ modified however its code values can be. e.g. 'Customer Identifier', it defaults\
\ to a code value of 'Passport' but could be 'Drivers License, National Id' etc"
- name: External Services
description: |-
External Services Configuration related to set of supported configurations for third party services like Amazon S3 and SMTP:
S3 (Amazon S3):
s3_access_key -
s3_bucket_name -
s3_secret_key -
SMTP (Email Service):
username -
password -
host -
port -
useTLS -
- name: Global Configuration
description: "Global configuration related to set of supported enable/disable configurations:\n\
\nmaker-checker - defaults to false - if true turns on maker-checker functionality\n\
reschedule-future-repayments - defaults to false - if true reschedules repayemnts\
\ which falls on a non-working day to configured repayment rescheduling rule\n\
allow-transactions-on-non_workingday - defaults to false - if true allows transactions\
\ on non-working days\nreschedule-repayments-on-holidays - defaults to false -\
\ if true reschedules repayemnts which falls on a non-working day to defined reschedule\
\ date\nallow-transactions-on-holiday - defaults to false - if true allows transactions\
\ on holidays\nsavings-interest-posting-current-period-end - Set it at the database\
\ level before any savings interest is posted. When set as false(default), interest\
\ will be posted on the first date of next period. If set as true, interest will\
\ be posted on last date of current period. There is no difference in the interest\
\ amount posted.\nfinancial-year-beginning-month - Set it at the database level\
\ before any savings interest is posted. Allowed values 1 - 12 (January - December).\
\ Interest posting periods are evaluated based on this configuration.\nmeetings-mandatory-for-jlg-loans\
\ - if set to true, enforces all JLG loans to follow a meeting schedule belonging\
\ to either the parent group or Center."
- name: Data Tables
description: "The datatables API allows you to plug-in your own tables (MySql) that\
\ have a relationship to a Apache Fineract core table. For example, you might\
\ want to add some extra client fields and record information about each of the\
\ clients' family members. Via the API you can create, read, update and delete\
\ entries for each 'plugged-in' table. The API checks for permission and for 'data\
\ scoping' (only data within the users' office hierarchy can be managed by the\
\ user).\n\nThe Apache Fineract Reference App uses a JQuery plug-in called stretchydatatables\
\ (which in turn uses this datatables resource) to provide a pretty flexible CRUD\
\ (Create, Read, Update, Delete) User Interface."
- name: Entity Data Table
description: This defines Entity-Datatable Check.
- name: Reports
description: "Non-core reports can be added, updated and deleted."
- name: Documents
description: "Multiple Documents (a combination of a name, description and a file)\
\ may be attached to different Entities like Clients, Groups, Staff, Loans, Savings\
\ and Client Identifiers in the system\n\nNote: The currently allowed Entities\
\ are\n\nClients: URL Pattern as clients\nStaff: URL Pattern as staff\nLoans:\
\ URL Pattern as loans\nSavings: URL Pattern as savings\nClient Identifiers: URL\
\ Pattern as client_identifiers\nGroups: URL Pattern as groups"
- name: Hooks
description: 'Hooks are a mechanism to trigger custom code on the occurence of events. '
- name: MIFOSX-BATCH JOBS
description: "Batch jobs (also known as cron jobs on Unix-based systems) are a series\
\ of back-end jobs executed on a computer at a particular time defined in job's\
\ cron expression.\n\n At any point, you can view the list of batch jobs scheduled\
\ to run along with other details specific to each job. Manually you can execute\
\ the jobs at any point of time.\n\n The scheduler status can be either \"Active\"\
\ or \"Standby\". If the scheduler status is Active, it indicates that all batch\
\ jobs are running/ will run as per the specified schedule.If the scheduler status\
\ is Standby, it will ensure all scheduled batch runs are suspended."
- name: Report Mailing Jobs
description: "This resource allows you to create a scheduled job that runs a report\
\ and sents it by email to specified email addresses.\n\nThe scheduled job can\
\ be configured to run once or on a regular basis (once a day, twice a week, etc)"
- name: Authentication HTTP Basic
description: An API capability that allows client applications to verify authentication
details using HTTP Basic Authentication.
- name: Holidays
description: |-
Some MFI's span large regions where different branch offices might observe different holidays. They need the ability to define holidays for specific branch offices and be able to set the repayment rule to follow during those holidays.
The reschedule of repayments to repaymentsRescheduledTo date during defined holidays is turned on/off by enabling/disabling reschedule-repayments-on-holidays in Global configurations.
Allow Repayment transactions on a defined holidays is turned on/off by enabling/disabling allow-transactions-on-holiday in Global configurations.
- name: Currency
description: Application related configuration around viewing/updating the currencies
permitted for use within the MFI.
- name: Offices
description: Offices are used to model an MFIs structure. A hierarchical representation
of offices is supported. There will always be at least one office (which represents
the MFI or an MFIs head office). All subsequent offices added must have a parent
office.
- name: Provisioning Criteria
description: This defines the Provisioning Criteria
- name: Staff
description: Allows you to model staff members. At present the key role of significance
is whether this staff member is a loan officer or not.
- name: Teller Cash Management
description: Teller cash management which will allow an organization to manage their
cash transactions at branches or head office more effectively.
- name: Working days
description: |-
The days of the week that are workdays.
Rescheduling of repayments when it falls on a non-working is turned on /off by enable/disable reschedule-future-repayments parameter in Global configurations
Allow transactions on non-working days is configurable by enabling/disbaling the allow-transactions-on-non_workingday parameter in Global configurations.
- name: Account Transfers
description: "Ability to be able to transfer monetary funds from one account to\
\ another.\n\nNote: At present only savings account to savings account transfers\
\ are supported."
- name: Standing Instructions
description: "Standing instructions (or standing orders) refer to instructions a\
\ bank account holder (\"the payer\") gives to his or her bank to pay a set amount\
\ at regular intervals to another's (\"the payee's\") account.\n\nNote: At present\
\ only savings account to savings account and savings account to Loan account\
\ transfers are permitted."
- name: Standing Instructions History
description: The list capability of history can support pagination and sorting.
- name: Share Account
description: Share accounts are instances of a praticular share product created
for an individual. An application process around the creation of accounts is also
supported.
- name: Entity Field Configuration
description: "Entity Field configuration API is a generic and extensible \nwherein\
\ various entities and subentities can be related.\nAlso it gives the user an\
\ ability to enable/disable fields,\nadd regular expression for validation"
- name: Charges
description: |-
Its typical for MFIs to add extra costs for their financial products. These are typically Fees or Penalties.
A Charge on fineract platform is what we use to model both Fees and Penalties.
At present we support defining charges for use with Client accounts and both loan and saving products.
- name: Clients Address
description: "Address module is an optional module and can be configured into the\
\ system by using GlobalConfiguration setting: enable-address. In order to activate\
\ Address module, we need to enable the configuration, enable-address by setting\
\ its value to true."
- name: Client Charges
description: "It is typical for MFI's to directly associate charges with an implicit\
\ Client account. These can be either fees or penalties\n\nClient Charges are\
\ client specific instances of Charges. Refer Charges for documentation of the\
\ various properties of a charge, Only additional properties ( specific to the\
\ context of a Charge being associated with a Client account) are described here"
- name: Client Identifier
description: "Client Identifiers refer to documents that are used to uniquely identify\
\ a customer\nEx: Drivers License, Passport, Ration card etc "
- name: Client Transaction
description: "Client Transactions refer to transactions made directly againt a Client's\
\ internal account. Currently, these transactions are only created as a result\
\ of charge payments/waivers. You are allowed to undo a transaction, however you\
\ cannot explicitly create one. "
- name: Client
description: |-
Clients are people and businesses that have applied (or may apply) to an MFI for loans.
Clients can be created in Pending or straight into Active state.
- name: Loan Collateral
description: "In lending agreements, collateral is a borrower's pledge of specific\
\ property to a lender, to secure repayment of a loan. The collateral serves as\
\ protection for a lender against a borrower's default - that is, any borrower\
\ failing to pay the principal and interest under the terms of a loan obligation.\
\ If a borrower does default on a loan (due to insolvency or other event), that\
\ borrower forfeits (gives up) the property pledged as collateral - and the lender\
\ then becomes the owner of the collateral"
- name: Floating Rates
description: "It lets you create, list, retrieve and upload the floating rates"
- name: Centers
description: Centers along with Groups are used to provided a distinctive banking
distribution channel used in microfinance. Its common in areas such as Southern
Asia to use Centers and Group as administrative units in grameen style lending.
Typically groups will contain one to five people and centers themselves will be
made of anywhere between 2-10 groups.
- name: Groups
description: "Groups are used to provide a distinctive banking distribution channel\
\ used in microfinances throughout the world. The Group is an administrative unit.\
\ It can contain as few as 5 people or as many as 40 depending on how its used.\n\
\nDifferent styles of group lending - Joint-Liability Group, Grameen Model (Center-Group),\
\ Self-Help Groups, Village/Communal Banks)"
- name: Interest Rate Slab (A.K.A interest bands)
description: The slabs a.k.a interest bands are associated with Interest Rate Chart.
These bands allow to define different interest rates for different deposit term
periods.
- name: Interest Rate Chart
description: This defines an interest rate scheme that can be associated to a term
deposit product. This will have a slab (band or range) of deposit periods and
the associated interest rates applicable along with incentives for each band.
- name: Loan Charges
description: "Its typical for MFIs to add extra costs for their loan products. They\
\ can be either Fees or Penalties.\n\nLoan Charges are instances of Charges and\
\ represent either fees and penalties for loan products. Refer Charges for documentation\
\ of the various properties of a charge, Only additional properties ( specific\
\ to the context of a Charge being associated with a Loan) are described here"
- name: Loan Rescheduling
description: "Loan Term Variations provides the ability to change due dates, amounts\
\ and number of instalments before loan approval."
- name: Loan Transactions
description: "Capabilities include loan repayment's, interest waivers and the ability\
\ to 'adjust' an existing transaction. An 'adjustment' of a transaction is really\
\ a 'reversal' of existing transaction followed by creation of a new transaction\
\ with the provided details."
- name: Loans
description: "The API concept of loans models the loan application process and the\
\ loan contract/monitoring process.\n\nField Descriptions\naccountNo\nThe account\
\ no. associated with this loan. Is auto generated if not provided at loan application\
\ creation time.\nexternalId\nA place to put an external reference for this loan\
\ e.g. The ID another system uses.\nIf provided, it must be unique.\nfundId\n\
Optional: For associating a loan with a given fund.\nloanOfficerId\nOptional:\
\ For associating a loan with a given staff member who is a loan officer.\nloanPurposeId\n\
Optional: For marking a loan with a given loan purpose option. Loan purposes are\
\ configurable and can be setup by system admin through code/code values screens.\n\
principal\nThe loan amount to be disbursed to through loan.\nloanTermFrequency\n\
The length of loan term\nUsed like: loanTermFrequency loanTermFrequencyType\n\
e.g. 12 Months\nloanTermFrequencyType\nThe loan term period to use. Used like:\
\ loanTermFrequency loanTermFrequencyType\ne.g. 12 Months Example Values: 0=Days,\
\ 1=Weeks, 2=Months, 3=Years\nnumberOfRepayments\nNumber of installments to repay.\n\
Used like: numberOfRepayments Every repaymentEvery repaymentFrequencyType\ne.g.\
\ 10 (repayments) Every 12 Weeks\nrepaymentEvery\nUsed like: numberOfRepayments\
\ Every repaymentEvery repaymentFrequencyType\ne.g. 10 (repayments) Every 12 Weeks\n\
repaymentFrequencyType\nUsed like: numberOfRepayments Every repaymentEvery repaymentFrequencyType\n\
e.g. 10 (repayments) Every 12 Weeks \nExample Values: 0=Days, 1=Weeks, 2=Months\n\
interestRatePerPeriod\nInterest Rate.\nUsed like: interestRatePerPeriod % interestRateFrequencyType\
\ - interestType\ne.g. 12.0000% Per year - Declining Balance\ninterestRateFrequencyType\n\
Used like: interestRatePerPeriod% interestRateFrequencyType - interestType\ne.g.\
\ 12.0000% Per year - Declining Balance \nExample Values: 2=Per month, 3=Per year\n\
graceOnPrincipalPayment\nOptional: Integer - represents the number of repayment\
\ periods that grace should apply to the principal component of a repayment period.\n\
graceOnInterestPayment\nOptional: Integer - represents the number of repayment\
\ periods that grace should apply to the interest component of a repayment period.\
\ Interest is still calculated but offset to later repayment periods.\ngraceOnInterestCharged\n\
Optional: Integer - represents the number of repayment periods that should be\
\ interest-free.\ngraceOnArrearsAgeing\nOptional: Integer - Used in Arrears calculation\
\ to only take into account loans that are more than graceOnArrearsAgeing days\
\ overdue.\ninterestChargedFromDate\nOptional: Date - The date from with interest\
\ is to start being charged.\nexpectedDisbursementDate\nThe proposed disbursement\
\ date of the loan so a proposed repayment schedule can be provided.\nsubmittedOnDate\n\
The date the loan application was submitted by applicant.\nlinkAccountId\nThe\
\ Savings Account id for linking with loan account for payments.\namortizationType\n\
Example Values: 0=Equal principle payments, 1=Equal installments\ninterestType\n\
Used like: interestRatePerPeriod% interestRateFrequencyType - interestType\ne.g.\
\ 12.0000% Per year - Declining Balance \nExample Values: 0=Declining Balance,\
\ 1=Flat\ninterestCalculationPeriodType\nExample Values: 0=Daily, 1=Same as repayment\
\ period\nallowPartialPeriodInterestCalcualtion\nThis value will be supported\
\ along with interestCalculationPeriodType as Same as repayment period to calculate\
\ interest for partial periods. Example: Interest charged from is 5th of April\
\ , Principal is 10000 and interest is 1% per month then the interest will be\
\ (10000 * 1%)* (25/30) , it calculates for the month first then calculates exact\
\ periods between start date and end date(can be a decimal)\ninArrearsTolerance\n\
The amount that can be 'waived' at end of all loan payments because it is too\
\ small to worry about.\nThis is also the tolerance amount assessed when determining\
\ if a loan is in arrears.\ntransactionProcessingStrategyId\nAn enumeration that\
\ indicates the type of transaction processing strategy to be used. This relates\
\ to functionality that is also known as Payment Application Logic.\nA number\
\ of out of the box approaches exist, some are custom to specific MFIs, some are\
\ more general and indicate the order in which payments are processed.\n\nRefer\
\ to the Payment Application Logic / Transaction Processing Strategy section in\
\ the appendix for more detailed overview of each available payment application\
\ logic provided out of the box.\n\nList of current approaches:\n1 = Mifos style\
\ (Similar to Old Mifos)\n2 = Heavensfamily (Custom MFI approach)\n3 = Creocore\
\ (Custom MFI approach)\n4 = RBI (India)\n5 = Principal Interest Penalties Fees\
\ Order\n6 = Interest Principal Penalties Fees Order\n7 = Early Payment Strategy\n\
loanType\nTo represent different type of loans.\nAt present there are three type\
\ of loans are supported. \nAvailable loan types:\nindividual: Loan given to individual\
\ member\ngroup: Loan given to group as a whole\njlg: Joint liability group loan\
\ given to members in a group on individual basis. JLG loan can be given to one\
\ or more members in a group.\nrecalculationRestFrequencyDate\nSpecifies rest\
\ frequency start date for interest recalculation. This date must be before or\
\ equal to disbursement date\nrecalculationCompoundingFrequencyDate\nSpecifies\
\ compounding frequency start date for interest recalculation. This date must\
\ be equal to disbursement date"
- name: Loan Products
description: A Loan product is a template that is used when creating a loan. Much
of the template definition can be overridden during loan creation.
- name: Notes
description: Notes API allows to enter notes for supported resources.
- name: Payment Type
description: This defines the payment type
- name: Fixed Deposit Account
description: Fixed Deposit accounts are instances of a praticular fixed deposit
product created. An application process around the creation of accounts is also
supported.
- name: Fixed Deposit Product
description: "This is one of the advanced term deposit product offered by MFI's.\
\ The Fixed Deposit Products (aka FD) product offerings are modeled using this\
\ API.\n\nThe FD products are deposit accounts which are held for a fixed term\
\ – like 1 year, 2 years etc.\n\nWhen creating fixed deposit accounts, the details\
\ from the fixed deposit product are used to auto fill details of the fixed deposit\
\ account application process."
- name: Recurring Deposit Account Transactions
description: Transactions possible on a recurring deposit account.
- name: Recurring Deposit Account
description: Recurring Deposit accounts are instances of a praticular recurring
deposit product created. An application process around the creation of accounts
is also supported.
- name: Recurring Deposit Product
description: "Recurring Deposits are a special kind of Term Deposits offered by\
\ MFI's. The Recurring Deposit Products (aka RD) product offerings are modeled\
\ using this API.\n\nRecurring Deposits help people with regular incomes to deposit\
\ a fixed amount every month (specified recurring frequency) into their Recurring\
\ Deposit account.\n\nWhen creating recurring deposit accounts, the details from\
\ the recurring deposit product are used to auto fill details of the recurring\
\ deposit account application process."
- name: Savings Charges
description: "Its typical for MFIs to add maintenance and operating charges. They\
\ can be either Fees or Penalties.\n\nSavings Charges are instances of Charges\
\ and represent either fees and penalties for savings products. Refer Charges\
\ for documentation of the various properties of a charge, Only additional properties\
\ ( specific to the context of a Charge being associated with a Savings account)\
\ are described here"
- name: Savings Account
description: Savings accounts are instances of a particular savings product created
for an individual or group. An application process around the creation of accounts
is also supported.
- name: Savings Product
description: "An MFIs savings product offerings are modeled using this API.\nWhen\
\ creating savings accounts, the details from the savings product are used to\
\ auto fill details of the savings account application process."
- name: Search API
description: "Search API allows to search scoped resources clients, loans and groups\
\ on specified fields."
- name: Self Loan Products
description: "A Loan product is a template that is used when creating a loan. Much\
\ of the template definition can be overridden during loan creation.\n\nField\
\ Descriptions\nname\nName associated with loan product on system.\nshortName\n\
Short name associated with a loan product. \nAn abbreviated version of the name,\
\ used in reports or menus where space is limited, such as Collection Sheets.\n\
description\nFor providing helpful description of product offering.\nfundId\n\
For associating a loan product with a given fund by default.\nincludeInBorrowerCycle\n\
It is a flag, Used to denote whether the loans should include in loan cycle counter\
\ or not.\nuseBorrowerCycle\nIt is a flag, Used to denote whether the loans should\
\ depend on \nborrower loan cycle counter or not.\ncurrencyCode\nA three letter\
\ ISO code of currency.\ndigitsAfterDecimal\nOverride the currency default value\
\ for digitsAfterDecimal.\ninMultiplesOf\nOverride the default value for rounding\
\ currency to multiples of value provided.\ninstallmentAmountInMultiplesOf\nOverride\
\ the default value for rounding instalment amount to multiples of value provided.\n\
principal\nThe loan amount to be disbursed to through loan.\nnumberOfRepayments\n\
Number of installments to repay.\nUsed like: numberOfRepayments Every repaymentEvery\
\ repaymentFrequencyType\ne.g. 10 (repayments) Every 12 Weeks\nrepaymentEvery\n\
Used like: numberOfRepayments Every repaymentEvery repaymentFrequencyType\ne.g.\
\ 10 (repayments) Every 12 Weeks\nrepaymentFrequencyType\nUsed like: numberOfRepayments\
\ Every repaymentEvery repaymentFrequencyType\ne.g. 10 (repayments) Every 12 Weeks\
\ \nExample Values: 0=Days, 1=Weeks, 2=Months\ninterestRatePerPeriod\nInterest\
\ Rate.\nUsed like: interestRatePerPeriod % interestRateFrequencyType - interestType\n\
e.g. 12.0000% Per year - Declining Balance\ninterestRateFrequencyType\nUsed like:\
\ interestRatePerPeriod% interestRateFrequencyType - interestType\ne.g. 12.0000%\
\ Per year - Declining Balance \nExample Values: 2=Per month, 3=Per year\namortizationType\n\
Example Values: 0=Equal principle payments, 1=Equal installments\ninterestType\n\
Used like: interestRatePerPeriod% interestRateFrequencyType - interestType\ne.g.\
\ 12.0000% Per year - Declining Balance \nExample Values: 0=Declining Balance,\
\ 1=Flat\ninterestCalculationPeriodType\nExample Values: 0=Daily, 1=Same as repayment\
\ period\nallowPartialPeriodInterestCalcualtion\nThis value will be supported\
\ along with interestCalculationPeriodType as Same as repayment period to calculate\
\ interest for partial periods. Example: Interest charged from is 5th of April\
\ , Principal is 10000 and interest is 1% per month then the interest will be\
\ (10000 * 1%)* (25/30) , it calculates for the month first then calculates exact\
\ periods between start date and end date(can be a decimal)\ninArrearsTolerance\n\
The amount that can be 'waived' at end of all loan payments because it is too\
\ small to worry about.\nThis is also the tolerance amount assessed when determining\
\ if a loan is in arrears.\nprincipalVariationsForBorrowerCycle,interestRateVariationsForBorrowerCycle,\n\
numberOfRepaymentVariationsForBorrowerCycle\nVariations for loan, based on borrower\
\ cycle number\nminimumDaysBetweenDisbursalAndFirstRepayment\nThe minimum number\
\ of days allowed between a Loan disbursal and its first repayment.\nprincipalThresholdForLastInstalment\n\
Field represents percentage of current instalment principal amount for comparing\
\ against principal outstanding to add another repayment instalment. If the outstanding\
\ principal amount is less then calculated amount, remaining outstanding amount\
\ will be added to current instalment. Default value for multi disburse loan is\
\ 50% and non-multi disburse loan is 0%\ncanDefineInstallmentAmount\nif provided\
\ as true, then fixed instalment amount can be provided from loan account.\ntransactionProcessingStrategyId\n\
An enumeration that indicates the type of transaction processing strategy to be\
\ used. This relates to functionality that is also known as Payment Application\
\ Logic.\nA number of out of the box approaches exist, some are custom to specific\
\ MFIs, some are more general and indicate the order in which payments are processed.\n\
\nRefer to the Payment Application Logic / Transaction Processing Strategy section\
\ in the appendix for more detailed overview of each available payment application\
\ logic provided out of the box.\n\nList of current approaches:\n1 = Mifos style\
\ (Similar to Old Mifos)\n2 = Heavensfamily (Custom MFI approach)\n3 = Creocore\
\ (Custom MFI approach)\n4 = RBI (India)\n5 = Principal Interest Penalties Fees\
\ Order\n6 = Interest Principal Penalties Fees Order\n7 = Early Payment Strategy\n\
graceOnPrincipalPayment\nOptional: Integer - represents the number of repayment\
\ periods that grace should apply to the principal component of a repayment period.\n\
graceOnInterestPayment\nOptional: Integer - represents the number of repayment\
\ periods that grace should apply to the interest component of a repayment period.\
\ Interest is still calculated but offset to later repayment periods.\ngraceOnInterestCharged\n\
Optional: Integer - represents the number of repayment periods that should be\
\ interest-free.\ngraceOnArrearsAgeing\nOptional: Integer - Used in Arrears calculation\
\ to only take into account loans that are more than graceOnArrearsAgeing days\
\ overdue.\noverdueDaysForNPA\nOptional: Integer - represents the maximum number\
\ of days a Loan may be overdue before being classified as a NPA (non performing\
\ asset)\naccountMovesOutOfNPAOnlyOnArrearsCompletion\nOptional: Boolean - if\
\ provided as true, Loan Account moves out of NPA state only when all arrears\
\ are cleared\naccountingRule\nSpecifies if accounting is enabled for the particular\
\ product and the type of the accounting rule to be used Example Values:1=NONE,\
\ 2=CASH_BASED, 3=ACCRUAL_PERIODIC, 4=ACCRUAL_UPFRONT\nisInterestRecalculationEnabled\n\
It is a flag, Used to denote whether interest recalculation is enabled or disabled\
\ for the particular product\ndaysInYearType\nSpecifies the number of days in\
\ a year. \nExample Values:1=ACTUAL(Actual number of days in year), 360=360 DAYS,\
\ 364=364 DAYS(52 WEEKS), 365=365 DAYS\ndaysInMonthType\nSpecifies the number\
\ of days in a month. \nExample Values:1=ACTUAL(Actual number of days in month),\
\ 30=30 DAYS\ninterestRecalculationCompoundingMethod\nSpecifies which amount portion\
\ should be added to principal for interest recalculation. \nExample Values:0=NONE(Only\
\ on principal), 1=INTEREST(Principal+Interest), 2=FEE(Principal+Fee), 3=FEE And\
\ INTEREST (Principal+Fee+Interest)\nrescheduleStrategyMethod\nSpecifies what\
\ action should perform on loan repayment schedule for advance payments. \nExample\
\ Values:1=Reschedule next repayments, 2=Reduce number of installments, 3=Reduce\
\ EMI amount\nrecalculationCompoundingFrequencyType\nSpecifies effective date\
\ from which the compounding of interest or fee amounts will be considered in\
\ recalculation on late payment.\nExample Values:1=Same as repayment period, 2=Daily,\
\ 3=Weekly, 4=Monthly\nrecalculationCompoundingFrequencyInterval\nSpecifies compounding\
\ frequency interval for interest recalculation.\nrecalculationCompoundingFrequencyDate\n\
Specifies compounding frequency start date for interest recalculation.\nrecalculationRestFrequencyType\n\
Specifies effective date from which the late or advanced payment amounts will\
\ be considered in recalculation.\nExample Values:1=Same as repayment period,\
\ 2=Daily, 3=Weekly, 4=Monthly\nrecalculationRestFrequencyInterval\nSpecifies\
\ rest frequency interval for interest recalculation.\nrecalculationRestFrequencyDate\n\
Specifies rest frequency start date for interest recalculation.\npreClosureInterestCalculationStrategy\n\
Specifies applicable days for interest calculation on pre closure of a loan.\n\
Example Values:1=Calculate till pre closure date, 2=Calculate till rest frequency\
\ date\nisArrearsBasedOnOriginalSchedule\nIf Specified as true, arrears will be\
\ identified based on original schedule.\nallowAttributeOverrides\nSpecifies if\
\ select attributes may be overridden for individual loan accounts."
- name: Self Run Report
description: "This resource allows you to run and receive output from pre-defined\
\ Apache Fineract reports.\n\nThe default output is a JSON formatted \"Generic\
\ Resultset\". The Generic Resultset contains Column Heading as well as Data information.\
\ However, you can export to CSV format by simply adding \"&exportCSV=true\" to\
\ the end of your URL.\n\nIf Pentaho reports have been pre-defined, they can also\
\ be run through this resource. Pentaho reports can return HTML, PDF or CSV formats.\n\
\nThe Apache Fineract reference application uses a JQuery plugin called stretchyreporting\
\ which, itself, uses this reports resource to provide a pretty flexible reporting\
\ User Interface (UI).\n\nARGUMENTS\nR_'parameter names' ... optional, No defaults\
\ The number and names of the parameters depend on the specific report and how\
\ it has been configured. R_officeId is an example parameter name.Note: the prefix\
\ R_ stands for ReportinggenericResultSetoptional, defaults to true If 'true'\
\ an optimised JSON format is returned suitable for tabular display of data. If\
\ 'false' a simple JSON format is returned. parameterType optional, The only valid\
\ value is 'true'. If any other value is provided the argument will be ignored\
\ Determines whether the request looks in the list of reports or the list of parameters\
\ for its data. Doesn't apply to Pentaho reports.exportCSV optional, The only\
\ valid value is 'true'. If any other value is provided the argument will be ignored\
\ Output will be delivered as a CSV file instead of JSON. Doesn't apply to Pentaho\
\ reports.output-type optional, Defaults to HTML. Valid Values are HTML, XLS,\
\ XSLX, CSV and PDF for html, Excel, Excel 2007+, CSV and PDF formats respectively.Only\
\ applies to Pentaho reports.locale optional Any valid locale Ex: en_US, en_IN,\
\ fr_FR etcOnly applies to Pentaho reports."
- name: Self Authentication
description: Authenticates the credentials provided and returns the set roles and
permissions allowed
- name: Tax Components
description: This defines the Tax Components
- name: Tax Group
description: This defines the Tax Group
- name: SPM API - LookUp Table
description: The Apache Fineract SPM API provides the ability to create custom surveys
to collect social performance measurentment data or any additional questionnaire
a financial institute want to collect.
- name: User Generated Documents
description: "User Generated Documents(alternatively, Templates) are used for end-user\
\ features such as custom user defined document generation (AKA UGD). They are\
\ based on {{ moustache }} templates. Think of them as a sort of built-in \"mail\
\ merge\" functionality.\n\nUser Generated Documents (and other types of templates)\
\ can aggregate data from several Apache Fineract back-end API calls via mappers.\
\ Mappers can even access non-Apache Fineract REST services from other servers.\
\ UGDs can render such data in tables, show images, etc. TBD: Please have a look\
\ at some of the Example UGDs included in Apache Fineract (or the Wiki page, for\
\ now.).\n\nUGDs can be assigned to an entity like client or loan and be of a\
\ type like Document or SMS. The entity and type of a UGD is only there for the\
\ convenience of user agents (UIs), in order to know where to show UGDs for the\
\ user (i.e. which tab). The Template Engine back-end runner does not actually\
\ need this metadata."
- name: Password preferences
description: |-
This API enables management of password policy for user administration.
There is no Apache Fineract functionality for creating a validation policy. The validation policies come pre-installed.
Validation policies may be updated
- name: Permissions
description: "An API capability to support management of application permissions\
\ for user administration.\n\nThere is no Apache Fineract functionality for creating\
\ or deleting permissions. Permissions come pre-installed.\n\nPermissions are\
\ not updated, except in the case of enabling or disabling non-read transactions\
\ for Maker Checker functionality"
- name: Roles
description: An API capability to support management of application roles for user
administration.
- name: Users
description: An API capability to support administration of application users.
paths:
/runaccruals:
post:
tags:
- Periodic Accrual Accounting
summary: Executes Periodic Accrual Accounting
description: |
Mandatory Fields
tillDate
operationId: executePeriodicAccrualAccounting
responses:
"200":
description: OK
/glclosures/{glClosureId}:
get:
tags:
- Accounting Closure
summary: Retrieve an Accounting Closure
description: "Example Requests:\n\nglclosures/1\n\n\n/glclosures/1?fields=officeName,closingDate"
operationId: retreiveClosure
parameters:
- name: glClosureId
in: path
description: glClosureId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetGlClosureResponse'
put:
tags:
- Accounting Closure
summary: Update an Accounting closure
description: "Once an accounting closure is created, only the comments associated\
\ with it may be edited"
operationId: updateGLClosure
parameters:
- name: glClosureId
in: path
description: glClosureId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutGlClosuresRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutGlClosuresResponse'
delete:
tags:
- Accounting Closure
summary: Delete an accounting closure
description: "Note: Only the latest accounting closure associated with a branch\
\ may be deleted."
operationId: deleteGLClosure
parameters:
- name: glClosureId
in: path
description: glclosureId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteGlClosuresResponse'
/glclosures:
get:
tags:
- Accounting Closure
summary: List Accounting closures
description: |-
Example Requests:
glclosures
operationId: retrieveAllClosures
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetGlClosureResponse'
post:
tags:
- Accounting Closure
summary: Create an Accounting Closure
description: "Mandatory Fields\nofficeId,closingDate"
operationId: createGLClosure
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostGlClosuresRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostGlClosuresResponse'
/financialactivityaccounts/{mappingId}:
get:
tags:
- Mapping Financial Activities to Accounts
summary: |
Retrieve a Financial Activity to Account Mapping
description: |-
Example Requests:
financialactivityaccounts/1
operationId: retreive
parameters:
- name: mappingId
in: path
description: mappingId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetFinancialActivityAccountsResponse'
put:
tags:
- Mapping Financial Activities to Accounts
summary: Update a Financial Activity to Account Mapping
description: "the API updates the Ledger account linked to a Financial Activity\
\ \n"
operationId: updateGLAccount
parameters:
- name: mappingId
in: path
description: mappingId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFinancialActivityAccountsRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutFinancialActivityAccountsResponse'
delete:
tags:
- Mapping Financial Activities to Accounts
summary: Delete a Financial Activity to Account Mapping
operationId: deleteGLAccount
parameters:
- name: mappingId
in: path
description: mappingId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteFinancialActivityAccountsResponse'
/financialactivityaccounts:
get:
tags:
- Mapping Financial Activities to Accounts
summary: List Financial Activities to Accounts Mappings
description: |-
Example Requests:
financialactivityaccounts
operationId: retrieveAll
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetFinancialActivityAccountsResponse'
post:
tags:
- Mapping Financial Activities to Accounts
summary: Create a new Financial Activity to Accounts Mapping
description: "Mandatory Fields\nfinancialActivityId, glAccountId"
operationId: createGLAccount
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFinancialActivityAccountsRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostFinancialActivityAccountsResponse'
/financialactivityaccounts/template:
get:
tags:
- Mapping Financial Activities to Accounts
operationId: retrieveTemplate
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/glaccounts:
get:
tags:
- General Ledger Account
summary: List General Ledger Accounts
description: |-
ARGUMENTS
type Integer optional manualEntriesAllowed boolean optional usage Integer optional disabled boolean optional parentId Long optional tagId Long optional
Example Requests:
glaccounts
glaccounts?type=1&manualEntriesAllowed=true&usage=1&disabled=false
glaccounts?fetchRunningBalance=true
operationId: retrieveAllAccounts
parameters:
- name: type
in: query
description: type
schema:
type: integer
format: int32
- name: searchParam
in: query
description: searchParam
schema:
type: string
- name: usage
in: query
description: usage
schema:
type: integer
format: int32
- name: manualEntriesAllowed
in: query
description: manualEntriesAllowed
schema:
type: boolean
- name: disabled
in: query
description: disabled
schema:
type: boolean
- name: fetchRunningBalance
in: query
description: fetchRunningBalance
schema:
type: boolean
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetGLAccountsResponse'
post:
tags:
- General Ledger Account
summary: Create a General Ledger Account
description: "Note: You may optionally create Hierarchical Chart of Accounts\
\ by using the \"parentId\" property of an Account\nMandatory Fields: \nname,\
\ glCode, type, usage and manualEntriesAllowed"
operationId: createGLAccount_1
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostGLAccountsRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostGLAccountsResponse'
/glaccounts/template:
get:
tags:
- General Ledger Account
summary: Retrieve GL Accounts Template
description: "This is a convenience resource. It can be useful when building\
\ maintenance user interface screens for client applications. The template\
\ data returned consists of any or all of:\n\nField Defaults\nAllowed Value\
\ Lists\nExample Request:\n\nglaccounts/template\nglaccounts/template?type=1\n\
\ntype is optional and integer value from 1 to 5.\n\n1.Assets \n2.Liabilities\
\ \n3.Equity \n4.Income \n5.Expenses"
operationId: retrieveNewAccountDetails
parameters:
- name: type
in: query
description: type
schema:
type: integer
format: int32
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetGLAccountsTemplateResponse'
/glaccounts/{glAccountId}:
get:
tags:
- General Ledger Account
summary: Retrieve a General Ledger Account
description: "Example Requests:\n\nglaccounts/1\n\n\nglaccounts/1?template=true\n\
\n\nglaccounts/1?fields=name,glCode\n\n\nglaccounts/1?fetchRunningBalance=true"
operationId: retreiveAccount
parameters:
- name: glAccountId
in: path
description: glAccountId
required: true
schema:
type: integer
format: int64
- name: fetchRunningBalance
in: query
description: fetchRunningBalance
schema:
type: boolean
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetGLAccountsResponse'
put:
tags:
- General Ledger Account
summary: Update an Accounting closure
description: "Once an accounting closure is created, only the comments associated\
\ with it may be edited\n\n"
operationId: updateGLAccount_1
parameters:
- name: glAccountId
in: path
description: glAccountId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutGLAccountsRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutGLAccountsResponse'
delete:
tags:
- General Ledger Account
summary: Delete an accounting closure
description: "Note: Only the latest accounting closure associated with a branch\
\ may be deleted."
operationId: deleteGLAccount_1
parameters:
- name: glAccountId
in: path
description: glAccountId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteGLAccountsRequest'
/glaccounts/uploadtemplate:
post:
tags:
- General Ledger Account
operationId: postGlAccountsTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/glaccounts/downloadtemplate:
get:
tags:
- General Ledger Account
operationId: getGlAccountsTemplate
parameters:
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/journalentries/provisioning:
get:
tags:
- Journal Entries
operationId: retrieveJournalEntries
parameters:
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: entryId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/journalentries:
get:
tags:
- Journal Entries
summary: List Journal Entries
description: "The list capability of journal entries can support pagination\
\ and sorting.\n\nExample Requests:\n\njournalentries\n\njournalentries?transactionId=PB37X8Y21EQUY4S\n\
\njournalentries?officeId=1&manualEntriesOnly=true&fromDate=1 July 2013&toDate=15\
\ July 2013&dateFormat=dd MMMM yyyy&locale=en\n\njournalentries?fields=officeName,glAccountName,transactionDate\n\
\njournalentries?offset=10&limit=50\n\njournalentries?orderBy=transactionId&sortOrder=DESC\n\
\njournalentries?runningBalance=true\n\njournalentries?transactionDetails=true\n\
\njournalentries?loanId=12\n\njournalentries?savingsId=24"
operationId: retrieveAll_1
parameters:
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: glAccountId
in: query
description: glAccountId
schema:
type: integer
format: int64
- name: manualEntriesOnly
in: query
description: manualEntriesOnly
schema:
type: boolean
- name: fromDate
in: query
description: fromDate
schema:
$ref: '#/components/schemas/DateParam'
- name: toDate
in: query
description: toDate
schema:
$ref: '#/components/schemas/DateParam'
- name: transactionId
in: query
description: transactionId
schema:
type: string
- name: entityType
in: query
description: entityType
schema:
type: integer
format: int32
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: locale
in: query
description: locale
schema:
type: string
- name: dateFormat
in: query
description: dateFormat
schema:
type: string
- name: loanId
in: query
description: loanId
schema:
type: integer
format: int64
- name: savingsId
in: query
description: savingsId
schema:
type: integer
format: int64
- name: runningBalance
in: query
description: runningBalance
schema:
type: boolean
- name: transactionDetails
in: query
description: transactionDetails
schema:
type: boolean
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/JournalEntryData'
post:
tags:
- Journal Entries
summary: Create "Balanced" Journal Entries
description: "Note: A Balanced (simple) Journal entry would have atleast one\
\ \"Debit\" and one \"Credit\" entry whose amounts are equal \nCompound Journal\
\ entries may have \"n\" debits and \"m\" credits where both \"m\" and \"\
n\" are greater than 0 and the net sum or all debits and credits are equal\
\ \n\n\nMandatory Fields\nofficeId, transactionDate\n\n\ncredits- glAccountId,\
\ amount, comments\n\n \ndebits- glAccountId, amount, comments\n\n \nOptional\
\ Fields\npaymentTypeId, accountNumber, checkNumber, routingCode, receiptNumber,\
\ bankNumber"
operationId: createGLJournalEntry
parameters:
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostJournalEntriesResponse'
/journalentries/downloadtemplate:
get:
tags:
- Journal Entries
operationId: getJournalEntriesTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/journalentries/openingbalance:
get:
tags:
- Journal Entries
operationId: retrieveOpeningBalance
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: currencyCode
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/journalentries/{journalEntryId}:
get:
tags:
- Journal Entries
summary: Retrieve a single Entry
description: "Example Requests:\n\njournalentries/1\n\n\n\njournalentries/1?fields=officeName,glAccountId,entryType,amount\n\
\njournalentries/1?runningBalance=true\n\njournalentries/1?transactionDetails=true"
operationId: retreiveJournalEntryById
parameters:
- name: journalEntryId
in: path
description: journalEntryId
required: true
schema:
type: integer
format: int64
- name: runningBalance
in: query
description: runningBalance
schema:
type: boolean
- name: transactionDetails
in: query
description: transactionDetails
schema:
type: boolean
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/JournalEntryData'
/journalentries/{transactionId}:
post:
tags:
- Journal Entries
summary: Update Running balances for Journal Entries
description: "This API calculates the running balances for office. If office\
\ ID not provided this API calculates running balances for all offices. \n\
Mandatory Fields\nofficeId"
operationId: createReversalJournalEntry
parameters:
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: string
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostJournalEntriesTransactionIdRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostJournalEntriesTransactionIdResponse'
/journalentries/uploadtemplate:
post:
tags:
- Journal Entries
operationId: postJournalEntriesTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/provisioningentries/{entryId}:
get:
tags:
- Provisioning Entries
summary: Retrieves a Provisioning Entry
description: Returns the details of a generated Provisioning Entry.
operationId: retrieveProvisioningEntry
parameters:
- name: entryId
in: path
description: entryId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/ProvisioningEntryData'
post:
tags:
- Provisioning Entries
summary: Recreates Provisioning Entry
description: Recreates Provisioning Entry | createjournalentry.
operationId: modifyProvisioningEntry
parameters:
- name: entryId
in: path
description: entryId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: |-
command=createjournalentry
command=recreateprovisioningentry
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutProvisioningEntriesRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutProvisioningEntriesResponse'
/provisioningentries:
get:
tags:
- Provisioning Entries
summary: List all Provisioning Entries
operationId: retrieveAllProvisioningEntries
parameters:
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/ProvisioningEntryData'
post:
tags:
- Provisioning Entries
summary: Create new Provisioning Entries
description: |-
Creates a new Provisioning Entries
Mandatory Fields
date
dateFormat
locale
Optional Fields
createjournalentries
operationId: createProvisioningEntries
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostProvisioningEntriesRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostProvisioningEntriesResponse'
/provisioningentries/entries:
get:
tags:
- Provisioning Entries
operationId: retrieveProviioningEntries
parameters:
- name: entryId
in: query
schema:
type: integer
format: int64
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: officeId
in: query
schema:
type: integer
format: int64
- name: productId
in: query
schema:
type: integer
format: int64
- name: categoryId
in: query
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/LoanProductProvisioningEntryData'
/accountingrules/{accountingRuleId}:
get:
tags:
- Accounting Rules
summary: Retrieve a Accounting rule
description: |-
Returns the details of a defined Accounting rule.
Example Requests:
accountingrules/1
operationId: retreiveAccountingRule
parameters:
- name: accountingRuleId
in: path
description: accountingRuleId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/AccountingRuleData'
put:
tags:
- Accounting Rules
summary: Update a Accounting Rule
description: Updates the details of a Accounting rule.
operationId: updateAccountingRule
parameters:
- name: accountingRuleId
in: path
description: accountingRuleId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutAccountingRulesRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutAccountingRulesResponse'
delete:
tags:
- Accounting Rules
summary: Delete a Accounting Rule
description: Deletes a Accounting rule.
operationId: deleteAccountingRule
parameters:
- name: accountingRuleId
in: path
description: accountingRuleId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteAccountingRulesResponse'
/accountingrules:
get:
tags:
- Accounting Rules
summary: Retrieve Accounting Rules
description: |-
Returns the list of defined accounting rules.
Example Requests:
accountingrules
operationId: retrieveAllAccountingRules
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetAccountRulesResponse'
post:
tags:
- Accounting Rules
summary: Create/Define a Accounting rule
description: "Define a new Accounting rule.\n\nMandatory Fields\nname, officeId,\n\
accountToDebit OR debitTags,\naccountToCredit OR creditTags.\n\nOptional Fields\n\
description"
operationId: createAccountingRule
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountingRulesRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountingRulesResponse'
/accountingrules/template:
get:
tags:
- Accounting Rules
summary: Retrieve Accounting Rule Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Request:
accountingrules/template
operationId: retrieveTemplate_1
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountRulesTemplateResponse'
/adhocquery/template:
get:
tags:
- AdhocQuery Api
operationId: template
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/adhocquery:
get:
tags:
- AdhocQuery Api
operationId: retrieveAll_2
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
tags:
- AdhocQuery Api
operationId: createAdHocQuery
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/adhocquery/{adHocId}:
get:
tags:
- AdhocQuery Api
operationId: retrieveAdHocQuery
parameters:
- name: adHocId
in: path
description: adHocId
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
tags:
- AdhocQuery Api
operationId: update
parameters:
- name: adHocId
in: path
description: adHocId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
tags:
- AdhocQuery Api
operationId: deleteAdHocQuery
parameters:
- name: adHocId
in: path
description: adHocId
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/batches:
post:
tags:
- Batch API
summary: Batch requests in a single transaction
description: "The Apache Fineract Batch API is also capable of executing all\
\ the requests in a single transaction, by setting a Query Parameter, \"enclosingTransaction=true\"\
. So, if one or more of the requests in a batch returns an erroneous response\
\ all of the Data base transactions made by other successful requests will\
\ be rolled back.\n\nIf there has been a rollback in a transaction then a\
\ single response will be provided, with a '400' status code and a body consisting\
\ of the error details of the first failed request."
operationId: handleBatchRequests
parameters:
- name: enclosingTransaction
in: query
description: enclosingTransaction
schema:
type: boolean
default: false
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostBatchesRequest'
required: true
responses:
"200":
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/BatchResponse'
/audits/searchtemplate:
get:
tags:
- Audits
summary: Audit Search Template
description: |-
This is a convenience resource. It can be useful when building an Audit Search UI. "appUsers" are data scoped to the office/branch the requestor is associated with.
Example Requests:
audits/searchtemplate
audits/searchtemplate?fields=actionNames
operationId: retrieveAuditSearchTemplate
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetMakerCheckersSearchTemplateResponse'
/audits:
get:
tags:
- Audits
summary: List Audits
description: "Get a 200 list of audits that match the criteria supplied and\
\ sorted by audit id in descending order, and are within the requestors' data\
\ scope. Also it supports pagination and sorting\n\nExample Requests:\n\n\
audits\n\naudits?fields=madeOnDate,maker,processingResult\n\naudits?makerDateTimeFrom=2013-03-25\
\ 08:00:00&makerDateTimeTo=2013-04-04 18:00:00\n\naudits?officeId=1\n\naudits?officeId=1&includeJson=true"
operationId: retrieveAuditEntries
parameters:
- name: actionName
in: query
description: actionName
schema:
type: string
- name: entityName
in: query
description: entityName
schema:
type: string
- name: resourceId
in: query
description: resourceId
schema:
type: integer
format: int64
- name: makerId
in: query
description: makerId
schema:
type: integer
format: int64
- name: makerDateTimeFrom
in: query
description: makerDateTimeFrom
schema:
type: string
- name: makerDateTimeTo
in: query
description: makerDateTimeTo
schema:
type: string
- name: checkerId
in: query
description: checkerId
schema:
type: integer
format: int64
- name: checkerDateTimeFrom
in: query
description: checkerDateTimeFrom
schema:
type: string
- name: checkerDateTimeTo
in: query
description: checkerDateTimeTo
schema:
type: string
- name: processingResult
in: query
description: processingResult
schema:
type: integer
format: int32
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int32
- name: groupId
in: query
description: groupId
schema:
type: integer
format: int32
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int32
- name: loanid
in: query
description: loanid
schema:
type: integer
format: int32
- name: savingsAccountId
in: query
description: savingsAccountId
schema:
type: integer
format: int32
- name: paged
in: query
description: paged
schema:
type: boolean
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetMakerCheckerResponse'
/audits/{auditId}:
get:
tags:
- Audits
summary: Retrieve an Audit Entry
description: "Example Requests:\n\naudits/20\naudits/20?fields=madeOnDate,maker,processingResult"
operationId: retrieveAuditEntry
parameters:
- name: auditId
in: path
description: auditId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetMakerCheckerResponse'
/makercheckers/searchtemplate:
get:
tags:
- Maker Checker (or 4-eye) functionality
summary: Maker Checker Search Template
description: |-
This is a convenience resource. It can be useful when building a Checker Inbox UI. "appUsers" are data scoped to the office/branch the requestor is associated with. "actionNames" and "entityNames" returned are those that the requestor has Checker approval permissions for.
Example Requests:
makercheckers/searchtemplate
makercheckers/searchtemplate?fields=entityNames
operationId: retrieveAuditSearchTemplate_1
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetMakerCheckersSearchTemplateResponse'
/makercheckers/{auditId}:
post:
tags:
- Maker Checker (or 4-eye) functionality
summary: Approve Maker Checker Entry | Reject Maker Checker Entry
operationId: approveMakerCheckerEntry
parameters:
- name: auditId
in: path
description: auditId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostMakerCheckersResponse'
delete:
tags:
- Maker Checker (or 4-eye) functionality
summary: Delete Maker Checker Entry
operationId: deleteMakerCheckerEntry
parameters:
- name: auditId
in: path
description: auditId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostMakerCheckersResponse'
/makercheckers:
get:
tags:
- Maker Checker (or 4-eye) functionality
summary: List Maker Checker Entries
description: "Get a list of entries that can be checked by the requestor that\
\ match the criteria supplied.\n\nExample Requests:\n\nmakercheckers\n\nmakercheckers?fields=madeOnDate,maker,processingResult\n\
\nmakercheckers?makerDateTimeFrom=2013-03-25 08:00:00&makerDateTimeTo=2013-04-04\
\ 18:00:00\n\nmakercheckers?officeId=1\n\nmakercheckers?officeId=1&includeJson=true"
operationId: retrieveCommands
parameters:
- name: actionName
in: query
description: actionName
schema:
type: string
- name: entityName
in: query
description: entityName
schema:
type: string
- name: resourceId
in: query
description: resourceId
schema:
type: integer
format: int64
- name: makerId
in: query
description: makerId
schema:
type: integer
format: int64
- name: makerDateTimeFrom
in: query
description: makerDateTimeFrom
schema:
type: string
- name: makerDateTimeTo
in: query
description: makerDateTimeTo
schema:
type: string
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int32
- name: groupId
in: query
description: groupId
schema:
type: integer
format: int32
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int32
- name: loanid
in: query
description: loanid
schema:
type: integer
format: int32
- name: savingsAccountId
in: query
description: savingsAccountId
schema:
type: integer
format: int32
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetMakerCheckerResponse'
/accountnumberformats:
get:
tags:
- Account number format
summary: List Account number formats
description: "Example Requests:\n\naccountnumberformats\n\n\naccountnumberformats?fields=accountType,prefixType"
operationId: retrieveAll_3
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetAccountNumberFormatsIdResponse'
post:
tags:
- Account number format
summary: Create an Account number format
description: "Note: You may associate a single Account number format for a given\
\ account type\nMandatory Fields for Account number formats\naccountType"
operationId: create
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountNumberFormatsRequest'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountNumberFormatsResponse'
/accountnumberformats/template:
get:
tags:
- Account number format
summary: Retrieve Account number format Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Request:
accountnumberformats/template
operationId: retrieveTemplate_2
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountNumberFormatsResponseTemplate'
/accountnumberformats/{accountNumberFormatId}:
get:
tags:
- Account number format
summary: Retrieve an Account number format
description: "Example Requests:\n\naccountnumberformats/1\n\n\naccountnumberformats/1?template=true\n\
\n\naccountnumberformats/1?fields=accountType,prefixType"
operationId: retrieveOne
parameters:
- name: accountNumberFormatId
in: path
description: accountNumberFormatId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountNumberFormatsIdResponse'
put:
tags:
- Account number format
summary: Update an Account number format
operationId: update_1
parameters:
- name: accountNumberFormatId
in: path
description: accountNumberFormatId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutAccountNumberFormatsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutAccountNumberFormatsResponse'
delete:
tags:
- Account number format
summary: Delete an Account number format
description: "Note: Account numbers created while this format was active would\
\ remain unchanged."
operationId: delete
parameters:
- name: accountNumberFormatId
in: path
description: accountNumberFormatId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteAccountNumberFormatsResponse'
/imports:
get:
operationId: retrieveImportDocuments
parameters:
- name: entityType
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/imports/downloadOutputTemplate:
get:
operationId: getOutputTemplate
parameters:
- name: importDocumentId
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/imports/getOutputTemplateLocation:
get:
operationId: retriveOutputTemplateLocation
parameters:
- name: importDocumentId
in: query
schema:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/caches:
get:
tags:
- Cache
summary: Retrieve Cache Types
description: |-
Returns the list of caches.
Example Requests:
caches
operationId: retrieveAll_4
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetCachesResponse'
put:
tags:
- Cache
summary: Switch Cache
description: Switches the cache to chosen one.
operationId: switchCache
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutCachesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutCachesResponse'
/email/sentEmail:
get:
operationId: retrieveSentEmail
parameters:
- name: sqlSearch
in: query
schema:
type: string
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email:
get:
operationId: retrieveAllEmails
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: create_1
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/failedEmail:
get:
operationId: retrieveFailedEmail
parameters:
- name: sqlSearch
in: query
schema:
type: string
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/pendingEmail:
get:
operationId: retrievePendingEmail
parameters:
- name: sqlSearch
in: query
schema:
type: string
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/{resourceId}:
get:
operationId: retrieveOne_1
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: update_2
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: delete_1
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/messageByStatus:
get:
operationId: retrieveAllEmailByStatus
parameters:
- name: sqlSearch
in: query
schema:
type: string
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: status
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
- name: fromDate
in: query
schema:
$ref: '#/components/schemas/DateParam'
- name: toDate
in: query
schema:
$ref: '#/components/schemas/DateParam'
- name: locale
in: query
schema:
type: string
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/campaign/{resourceId}:
get:
operationId: retrieveOneCampaign
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateCampaign
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: activate
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: delete_2
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/campaign/template:
get:
operationId: template_1
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/campaign:
get:
operationId: retrieveAllCampaign
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createCampaign
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/campaign/template/{resourceId}:
get:
operationId: retrieveOneTemplate
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/campaign/preview:
post:
operationId: preview
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/email/configuration:
get:
operationId: retrieveAll_5
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateConfiguration
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/smscampaigns/template:
get:
summary: Retrieve a SMS Campaign
description: |-
Example Requests:
smscampaigns/1
smscampaigns/1?template=true
smscampaigns/template
operationId: template_2
responses:
"200":
content:
'*/*':
schema:
$ref: '#/components/schemas/SmsCampaignData'
/smscampaigns/{resourceId}:
get:
summary: Retrieve a SMS Campaign
description: |
Example Requests:
smscampaigns/1
operationId: retrieveCampaign
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/SmsCampaignData'
/smscampaigns:
get:
summary: List SMS Campaigns
description: |-
Example Requests:
smscampaigns
operationId: retrieveAllEmails_1
parameters:
- name: sqlSearch
in: query
schema:
type: string
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/SmsCampaignData'
post:
summary: Create a SMS Campaign
description: "Mandatory Fields\ncampaignName, campaignType, triggerType, providerId,\
\ runReportId, message\n\nMandatory Fields for Cash based on selected report\
\ id\nparamValue in json format"
operationId: createCampaign_1
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CommandWrapper'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/CommandProcessingResult'
/smscampaigns/{campaignId}:
put:
summary: Update a Campaign
operationId: updateCampaign_1
parameters:
- name: campaignId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CommandWrapper'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/CommandProcessingResult'
post:
summary: SMS Campaign
description: Activates | Deactivates | Reactivates
operationId: handleCommands
parameters:
- name: campaignId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/CommandProcessingResult'
delete:
summary: Delete a SMS Campaign
description: "Note: Only closed SMS Campaigns can be deleted"
operationId: delete_3
parameters:
- name: campaignId
in: path
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
'*/*':
schema:
$ref: '#/components/schemas/CommandProcessingResult'
/smscampaigns/preview:
post:
operationId: preview_1
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/codes/{codeId}/codevalues:
get:
tags:
- Code Values
summary: List Code Values
description: |-
Returns the list of Code Values for a given Code
Example Requests:
codes/1/codevalues
operationId: retrieveAllCodeValues
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: A List of code values for a given code
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetCodeValuesDataResponse'
post:
tags:
- Code Values
summary: Create a Code description
operationId: createCodeValue
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostCodeValuesDataRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostCodeValueDataResponse'
/codes/{codeId}/codevalues/{codeValueId}:
get:
tags:
- Code Values
summary: Retrieve a Code description
description: |-
Returns the details of a Code Value
Example Requests:
codes/1/codevalues/1
operationId: retrieveCodeValue
parameters:
- name: codeValueId
in: path
description: codeValueId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetCodeValuesDataResponse'
put:
tags:
- Code Values
summary: Update a Code description
description: Updates the details of a code description.
operationId: updateCodeValue
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
- name: codeValueId
in: path
description: codeValueId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutCodeValuesDataRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutCodeValueDataResponse'
delete:
tags:
- Code Values
summary: Delete a Code description
description: Deletes a code description
operationId: deleteCodeValue
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
- name: codeValueId
in: path
description: codeValueId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteCodeValueDataResponse'
/codes/{codeId}:
get:
tags:
- Codes
summary: Retrieve a Code
description: |-
Returns the details of a Code.
Example Requests:
codes/1
operationId: retrieveCode
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetCodesResponse'
put:
tags:
- Codes
summary: Update a Code
description: Updates the details of a code if it is not system defined.
operationId: updateCode
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutCodesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutCodesResponse'
delete:
tags:
- Codes
summary: Delete a Code
description: Deletes a code if it is not system defined.
operationId: deleteCode
parameters:
- name: codeId
in: path
description: codeId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteCodesResponse'
/codes:
get:
tags:
- Codes
summary: Retrieve Codes
description: |-
Returns the list of codes.
Example Requests:
codes
operationId: retrieveCodes
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetCodesResponse'
post:
tags:
- Codes
summary: Create a Code
description: Creates a code. Codes created through api are always 'user defined'
and so system defined is marked as false.
operationId: createCode
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostCodesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostCodesResponse'
/externalservice/{servicename}:
get:
tags:
- External Services
summary: Retrieve External Services Configuration
description: |-
Returns a external Service configurations based on the Service Name.
Service Names supported are S3 and SMTP.
Example Requests:
externalservice/SMTP
operationId: retrieveOne_2
parameters:
- name: servicename
in: path
description: servicename
required: true
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/ExternalServicesPropertiesData'
put:
tags:
- External Services
summary: Update External Service
description: "Updates the external Service Configuration for a Service Name.\n\
\nExample: \n\nexternalservice/S3"
operationId: updateExternalServiceProperties
parameters:
- name: servicename
in: path
description: servicename
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutExternalServiceRequest'
required: true
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/configurations/{configId}:
get:
tags:
- Global Configuration
summary: Retrieve Global Configuration
description: |-
Returns a global enable/disable configurations.
Example Requests:
configurations/1
operationId: retrieveOne_3
parameters:
- name: configId
in: path
description: configId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetGlobalConfigurationsResponse'
put:
tags:
- Global Configuration
summary: Update Global Configuration
description: Updates an enable/disable global configuration item.
operationId: updateConfiguration_1
parameters:
- name: configId
in: path
description: configId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutGlobalConfigurationsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutGlobalConfigurationsResponse'
/configurations:
get:
tags:
- Global Configuration
summary: Retrieve Global Configuration | Retrieve Global Configuration for surveys
description: |-
Returns the list global enable/disable configurations.
Example Requests:
configurations
Returns the list global enable/disable survey configurations.
Example Requests:
configurations/survey
operationId: retrieveConfiguration
parameters:
- name: survey
in: query
description: survey
schema:
type: boolean
default: false
responses:
"200":
description: List of example \n response \nsurveys response \ngiven below
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetGlobalConfigurationsResponse'
/echo:
get:
operationId: get
responses:
default:
description: default response
content:
text/plain:
schema:
type: string
/CreditBureauConfiguration/config/{organisationCreditBureauId}:
get:
operationId: getConfiguration
parameters:
- name: organisationCreditBureauId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/CreditBureauConfiguration/mappings:
get:
operationId: getCreditBureauLoanProductMapping
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateCreditBureauLoanProductMapping
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/CreditBureauConfiguration/organisationCreditBureau/{organisationCreditBureauId}:
post:
operationId: addOrganisationCreditBureau
parameters:
- name: organisationCreditBureauId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/CreditBureauConfiguration/organisationCreditBureau:
get:
operationId: getOrganisationCreditBureau
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateCreditBureau
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/CreditBureauConfiguration/loanProduct:
get:
operationId: fetchLoanProducts
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/CreditBureauConfiguration:
get:
operationId: getCreditBureau
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/CreditBureauConfiguration/mappings/{CreditBureauId}:
post:
operationId: createCreditBureauLoanProductMapping
parameters:
- name: CreditBureauId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/datatables/{datatable}/{apptableId}/{datatableId}:
get:
tags:
- Data Tables
operationId: getDatatableManyEntry
parameters:
- name: datatable
in: path
required: true
schema:
type: string
- name: apptableId
in: path
required: true
schema:
type: integer
format: int64
- name: datatableId
in: path
required: true
schema:
type: integer
format: int64
- name: order
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
tags:
- Data Tables
summary: Update Entry in Data Table (One to Many)
description: Updates the row (if it exists) of the data table.
operationId: updateDatatableEntryOneToMany
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
- name: datatableId
in: path
description: datatableId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesAppTableIdDatatableIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesAppTableIdDatatableIdResponse'
delete:
tags:
- Data Tables
summary: Delete Entry in Datatable (One to Many)
description: |+
Deletes the entry (if it exists) for data tables that are one to many with the application table.
operationId: deleteDatatableEntries
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
example: {}
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
- name: datatableId
in: path
description: datatableId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteDataTablesDatatableAppTableIdDatatableIdResponse'
/datatables/{datatable}/{apptableId}:
get:
tags:
- Data Tables
summary: Retrieve Entry(s) from Data Table
description: "Gets the entry (if it exists) for data tables that are one to\
\ one with the application table. \nGets the entries (if they exist) for data\
\ tables that are one to many with the application table.\n\nNote: The 'fields'\
\ parameter is not available for datatables.\n\nARGUMENTS\norderoptional Specifies\
\ the order in which data is returned.genericResultSetoptional, defaults to\
\ false If 'true' an optimised JSON format is returned suitable for tabular\
\ display of data. This format is used by the default data tables UI functionality.\n\
Example Requests:\n\ndatatables/extra_client_details/1\n\n\ndatatables/extra_family_details/1?order=`Date\
\ of Birth` desc\n\n\ndatatables/extra_client_details/1?genericResultSet=true"
operationId: getDatatable
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
- name: order
in: query
description: order
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetDataTablesAppTableIdResponse'
put:
tags:
- Data Tables
summary: Update Entry in Data Table (One to One)
description: Updates the row (if it exists) of the data table.
operationId: updateDatatableEntryOnetoOne
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesAppTableIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesAppTableIdResponse'
post:
tags:
- Data Tables
summary: Create Entry in Data Table
description: |-
Adds a row to the data table.
Note that the default datatable UI functionality converts any field name containing spaces to underscores when using the API. This means the field name "Business Description" is considered the same as "Business_Description". So you shouldn't have both "versions" in any data table.
operationId: createDatatableEntry
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostDataTablesAppTableIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostDataTablesAppTableIdResponse'
delete:
tags:
- Data Tables
summary: Delete Entry(s) in Data Table
description: "Deletes the entry (if it exists) for data tables that are one-to-one\
\ with the application table. \nDeletes the entries (if they exist) for data\
\ tables that are one-to-many with the application table."
operationId: deleteDatatableEntries_1
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteDataTablesDatatableAppTableIdResponse'
/datatables/{datatable}:
get:
tags:
- Data Tables
summary: Retrieve Data Table Details
description: Lists a registered data table details and the Apache Fineract Core
application table they are registered to.
operationId: getDatatable_1
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetDataTablesResponse'
/datatables/{datatableName}:
put:
tags:
- Data Tables
summary: Update Data Table
description: "Modifies fields of a data table. If the apptableName parameter\
\ is passed, data table is deregistered and registered with the new application\
\ table."
operationId: updateDatatable
parameters:
- name: datatableName
in: path
description: datatableName
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesResponse'
delete:
tags:
- Data Tables
summary: Delete Data Table
description: Deletes a data table and deregisters it from the Apache Fineract
Core application table.
operationId: deleteDatatable
parameters:
- name: datatableName
in: path
description: datatableName
required: true
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteDataTablesResponse'
/datatables/register/{datatable}/{apptable}:
post:
tags:
- Data Tables
summary: Register Data Table
description: "Registers a data table with the Apache Fineract Core application\
\ table. This allows the data table to be maintained through the API. In case\
\ the datatable is a PPI (survey table), a parameter category should be pass\
\ along with the request. The API currently support one category (200)"
operationId: registerDatatable
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
- name: apptable
in: path
description: apptable
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostDataTablesRegisterDatatableAppTable'
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesResponse'
/datatables/deregister/{datatable}:
post:
tags:
- Data Tables
summary: Deregister Data Table
description: Deregisters a data table. It will no longer be available through
the API.
operationId: deregisterDatatable
parameters:
- name: datatable
in: path
description: datatable
required: true
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutDataTablesResponse'
/datatables:
get:
tags:
- Data Tables
summary: List Data Tables
description: |-
Lists registered data tables and the Apache Fineract Core application table they are registered to.
ARGUMENTS
apptable - optional
The Apache Fineract core application table.
Example Requests:
datatables?apptable=m_client
datatables
operationId: getDatatables
parameters:
- name: apptable
in: query
description: apptable
schema:
type: string
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetDataTablesResponse'
post:
tags:
- Data Tables
summary: Create Data Table
description: "Create a new data table and registers it with the Apache Fineract\
\ Core application table.\n\nField Descriptions\n\nMandatory - datatableName\
\ : \n\nThe name of the Data Table.\n\nMandatory - apptableName\n\nApplication\
\ table name. Must be one of the following:\n\nm_client\n\nm_group\n\nm_loan\n\
\nm_office\n\nm_saving_account\n\nm_product_loan\n\nm_savings_product\n\n\
Mandatory - columns \nAn array of columns in the new Data Table.\n\nOptional\
\ - multiRow\n\nAllows to create multiple entries in the Data Table. Optional,\
\ defaults to false. If this property is not provided Data Table will allow\
\ only one entry.\n\nField Descriptions - columns\n\nMandatory - name\n\n\
Name of the created column. Can contain only alphanumeric characters, underscores\
\ and spaces, but cannot start with a number. Cannot start or end with an\
\ underscore or space.\n\nMandatory - type\n\nColumn type. Must be one of\
\ the following:\n\nBoolean\n\nDate\n\nDateTime\n\nDecimal\n\nDropdown\n\n\
\nNumber\n\nString\n\nText\n\nMandatory [type = Dropdown] - code\n\nUsed in\
\ Code description fields. Column name becomes: code_cd_name. Mandatory if\
\ using type Dropdown, otherwise an error is returned.\n\nOptional - mandatory\n\
\nDetermines whether this column must have a value in every entry. Optional,\
\ defaults to false.\n\nMandatory [type = String] - length\n\nLength of the\
\ text field. Mandatory if type String is used, otherwise an error is returned."
operationId: createDatatable
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostDataTablesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostDataTablesResponse'
/entityDatatableChecks:
get:
tags:
- Entity Data Table
summary: List Entity-Datatable Checks
description: "The list capability of Entity-Datatable Checks can support pagination.\n\
\nOPTIONAL ARGUMENTS\noffset Integer optional, defaults to 0 Indicates the\
\ result from which pagination startslimit Integer optional, defaults to 200\
\ Restricts the size of results returned. To override the default and return\
\ all entries you must explicitly pass a non-positive integer value for limit\
\ e.g. limit=0, or limit=-1\nExample Request:\n\nentityDatatableChecks?offset=0&limit=15"
operationId: retrieveAll_6
parameters:
- name: status
in: query
description: status
schema:
type: integer
format: int64
- name: entity
in: query
description: entity
schema:
type: string
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetEntityDatatableChecksResponse'
post:
tags:
- Entity Data Table
summary: Create Entity-Datatable Checks
description: "Mandatory Fields : \nentity, status, datatableName\n\nNon-Mandatory\
\ Fields : \nproductId"
operationId: createEntityDatatableCheck
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostEntityDatatableChecksTemplateRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostEntityDatatableChecksTemplateResponse'
/entityDatatableChecks/{entityDatatableCheckId}:
delete:
tags:
- Entity Data Table
summary: Delete Entity-Datatable Checks
description: Deletes an existing Entity-Datatable Check
operationId: deleteDatatable_1
parameters:
- name: entityDatatableCheckId
in: path
description: entityDatatableCheckId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteEntityDatatableChecksTemplateResponse'
/entityDatatableChecks/template:
get:
tags:
- Entity Data Table
summary: Retrieve Entity-Datatable Checks Template
description: |-
This is a convenience resource useful for building maintenance user interface screens for Entity-Datatable Checks applications. The template data returned consists of:
Allowed description Lists
Example Request:
entityDatatableChecks/template
operationId: getTemplate
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetEntityDatatableChecksTemplateResponse'
/reports/{id}:
get:
tags:
- Reports
summary: |
Retrieve a Report
description: |-
Example Requests:
reports/1
reports/1?template=true
operationId: retrieveReport
parameters:
- name: id
in: path
description: id
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetReportsResponse'
put:
tags:
- Reports
summary: Update a Report
description: Only the useReport description can be updated for core reports.
operationId: updateReport
parameters:
- name: id
in: path
description: id
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutReportRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutReportResponse'
delete:
tags:
- Reports
summary: Delete a Report
description: Only non-core reports can be deleted.
operationId: deleteReport
parameters:
- name: id
in: path
description: id
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteReportsResponse'
/reports/template:
get:
tags:
- Reports
summary: Retrieve Report Template
description: "This is a convenience resource. It can be useful when building\
\ maintenance user interface screens for client applications. The template\
\ data returned consists of any or all of:\n\nField Defaults\nAllowed description\
\ Lists\n\nExample Request : \n\nreports/template"
operationId: retrieveOfficeTemplate
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetReportsTemplateResponse'
/reports:
get:
tags:
- Reports
summary: List Reports
description: |-
Lists all reports and their parameters.
Example Request:
reports
operationId: retrieveReportList
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetReportsResponse'
post:
tags:
- Reports
summary: Create a Report
operationId: createReport
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRepostRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostReportsResponse'
/runreports/{reportName}:
get:
tags:
- Run Reports
summary: Running a Report
description: "This resource allows you to run and receive output from pre-defined\
\ Apache Fineract reports.\n\nReports can also be used to provide data for\
\ searching and workflow functionality.\n\nThe default output is a JSON formatted\
\ \"Generic Resultset\". The Generic Resultset contains Column Heading as\
\ well as Data information. However, you can export to CSV format by simply\
\ adding \"&exportCSV=true\" to the end of your URL.\n\nIf Pentaho reports\
\ have been pre-defined, they can also be run through this resource. Pentaho\
\ reports can return HTML, PDF or CSV formats.\n\nThe Apache Fineract reference\
\ application uses a JQuery plugin called stretchy reporting which, itself,\
\ uses this reports resource to provide a pretty flexible reporting User Interface\
\ (UI).\n\n\n\nExample Requests:\n\nrunreports/Client%20Listing?R_officeId=1\n\
\n\nrunreports/Client%20Listing?R_officeId=1&exportCSV=true\n\n\nrunreports/OfficeIdSelectOne?R_officeId=1&parameterType=true\n\
\n\nrunreports/OfficeIdSelectOne?R_officeId=1&parameterType=true&exportCSV=true\n\
\n\nrunreports/Expected%20Payments%20By%20Date%20-%20Formatted?R_endDate=2013-04-30&R_loanOfficerId=-1&R_officeId=1&R_startDate=2013-04-16&output-type=HTML&R_officeId=1\n\
\n\nrunreports/Expected%20Payments%20By%20Date%20-%20Formatted?R_endDate=2013-04-30&R_loanOfficerId=-1&R_officeId=1&R_startDate=2013-04-16&output-type=XLS&R_officeId=1\n\
\n\nrunreports/Expected%20Payments%20By%20Date%20-%20Formatted?R_endDate=2013-04-30&R_loanOfficerId=-1&R_officeId=1&R_startDate=2013-04-16&output-type=CSV&R_officeId=1\n\
\n\nrunreports/Expected%20Payments%20By%20Date%20-%20Formatted?R_endDate=2013-04-30&R_loanOfficerId=-1&R_officeId=1&R_startDate=2013-04-16&output-type=PDF&R_officeId=1"
operationId: runReport
parameters:
- name: reportName
in: path
description: reportName
required: true
schema:
type: string
- name: isSelfServiceUserReport
in: query
description: isSelfServiceUserReport
schema:
type: boolean
default: false
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetReportNameResponse'
text/csv:
schema:
$ref: '#/components/schemas/GetReportNameResponse'
application/vnd.ms-excel:
schema:
$ref: '#/components/schemas/GetReportNameResponse'
application/pdf:
schema:
$ref: '#/components/schemas/GetReportNameResponse'
text/html:
schema:
$ref: '#/components/schemas/GetReportNameResponse'
/{entityType}/{entityId}/documents/{documentId}:
get:
tags:
- Documents
summary: Retrieve a Document
description: "Example Requests:\n\nclients/1/documents/1\n\n\nloans/1/documents/1\n\
\n\nclient_identifiers/1/documents/1?fields=name,description"
operationId: getDocument
parameters:
- name: entityType
in: path
description: entityType
required: true
schema:
type: string
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
- name: documentId
in: path
description: documentId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetEntityTypeEntityIdDocumentsResponse'
put:
tags:
- Documents
summary: Update a Document
description: "Note: A document is updated using a Multi-part form upload \n\
Body Parts\nname\nName or summary of the document\ndescription\nDescription\
\ of the document\nfile\nThe file to be uploaded"
operationId: updateDocument
parameters:
- name: entityType
in: path
description: entityType
required: true
schema:
type: string
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
- name: documentId
in: path
description: documentId
required: true
schema:
type: integer
format: int64
- name: Content-Length
in: header
description: Content-Length
schema:
type: integer
format: int64
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataBodyPart'
name:
type: string
description:
type: string
responses:
"200":
description: Not Shown (multi-part form data)
content:
application/json:
schema:
$ref: '#/components/schemas/PutEntityTypeEntityIdDocumentsResponse'
delete:
tags:
- Documents
summary: Remove a Document
operationId: deleteDocument
parameters:
- name: entityType
in: path
description: entityType
required: true
schema:
type: string
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
- name: documentId
in: path
description: documentId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteEntityTypeEntityIdDocumentsResponse'
/{entityType}/{entityId}/documents/{documentId}/attachment:
get:
tags:
- Documents
summary: Retrieve Binary File associated with Document
description: |-
Request used to download the file associated with the document
Example Requests:
clients/1/documents/1/attachment
loans/1/documents/1/attachment
operationId: downloadFile
parameters:
- name: entityType
in: path
description: entityType
required: true
schema:
type: string
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
- name: documentId
in: path
description: documentId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: "Not Shown: The corresponding Binary file"
/{entityType}/{entityId}/documents:
get:
tags:
- Documents
summary: List documents
description: "Example Requests:\n\nclients/1/documents\n\nclient_identifiers/1/documents\n\
\nloans/1/documents?fields=name,description"
operationId: retreiveAllDocuments
parameters:
- name: entityType
in: path
description: entityType
required: true
schema:
type: string
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetEntityTypeEntityIdDocumentsResponse'
post:
tags:
- Documents
summary: Create a Document
description: "Note: A document is created using a Multi-part form upload \n\n\
Body Parts\n\nname : \nName or summary of the document\n\ndescription : \n\
Description of the document\n\nfile : \nThe file to be uploaded\n\nMandatory\
\ Fields : \nfile and description"
operationId: createDocument
parameters:
- name: entityType
in: path
description: entityType
required: true
schema:
type: string
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
- name: Content-Length
in: header
description: Content-Length
schema:
type: integer
format: int64
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataBodyPart'
name:
type: string
description:
type: string
responses:
"200":
description: Not Shown (multi-part form data)
content:
application/json:
schema:
$ref: '#/components/schemas/PostEntityTypeEntityIdDocumentsResponse'
/{entity}/{entityId}/images:
get:
operationId: retrieveImage
parameters:
- name: entity
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: maxWidth
in: query
schema:
type: integer
format: int32
- name: maxHeight
in: query
schema:
type: integer
format: int32
- name: output
in: query
schema:
type: string
responses:
default:
description: default response
content:
text/plain: {}
put:
operationId: updateClientImage_1
parameters:
- name: entity
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: Content-Length
in: header
schema:
type: integer
format: int64
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataBodyPart'
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: addNewClientImage_1
parameters:
- name: entity
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
text/plain:
schema:
type: string
text/html:
schema:
type: string
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: deleteClientImage
parameters:
- name: entity
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/entitytoentitymapping:
get:
operationId: retrieveAll_7
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/entitytoentitymapping/{mapId}:
get:
operationId: retrieveOne_4
parameters:
- name: mapId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateMap
parameters:
- name: mapId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: delete_4
parameters:
- name: mapId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/entitytoentitymapping/{mapId}/{fromId}/{toId}:
get:
operationId: getEntityToEntityMappings
parameters:
- name: mapId
in: path
required: true
schema:
type: integer
format: int64
- name: fromId
in: path
required: true
schema:
type: integer
format: int64
- name: toId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/entitytoentitymapping/{relId}:
post:
operationId: createMap
parameters:
- name: relId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/device/registration/{id}:
get:
operationId: retrieveDeviceRegiistration
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateDeviceRegistration
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: delete_5
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/device/registration:
get:
operationId: retrieveAllDeviceRegistrations
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: registerDevice
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/device/registration/client/{clientId}:
get:
operationId: retrieveDeviceRegistrationByClientId
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/hooks/template:
get:
tags:
- Hooks
summary: Retrieve Hooks Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
hooks/template
operationId: template_3
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetHookTemplateResponse'
/hooks:
get:
tags:
- Hooks
summary: Retrieve Hooks
description: |-
Returns the list of hooks.
Example Requests:
hooks
operationId: retrieveHooks
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetHookResponse'
post:
tags:
- Hooks
summary: Create a Hook
description: |-
The following parameters can be passed for the creation of a hook :-
name - string - Required. The name of the template that is being called. (See /hooks/template for the list of valid hook names.)
isActive - boolean - Determines whether the hook is actually triggered.
events - array - Determines what events the hook is triggered for.
config - hash - Required. Key/value pairs to provide settings for this hook. These settings vary between the templates.
templateId - Optional. The UGD template ID associated with the same entity (client or loan).
operationId: createHook
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostHookRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostHookResponse'
/hooks/{hookId}:
get:
tags:
- Hooks
summary: Retrieve a Hook
description: |-
Returns the details of a Hook.
Example Requests:
hooks/1
operationId: retrieveHook
parameters:
- name: hookId
in: path
description: hookId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetHookResponse'
put:
tags:
- Hooks
summary: Update a Hook
description: Updates the details of a hook.
operationId: updateHook
parameters:
- name: hookId
in: path
description: hookId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutHookRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutHookResponse'
delete:
tags:
- Hooks
summary: Delete a Hook
description: Deletes a hook.
operationId: deleteHook
parameters:
- name: hookId
in: path
description: hookId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteHookResponse'
/scheduler:
get:
tags:
- Scheduler
summary: Retrieve Scheduler Status
description: |-
Returns the scheduler status.
Example Requests:
scheduler
operationId: retrieveStatus
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetSchedulerResponse'
post:
tags:
- Scheduler
summary: Activate Scheduler Jobs | Suspend Scheduler Jobs
description: Activates the scheduler job service. | Suspends the scheduler job
service.
operationId: changeSchedulerStatus
parameters:
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
description: "POST : scheduler?command=start\n\n\nPOST : scheduler?command=stop"
/jobs/{jobId}/runhistory:
get:
tags:
- MIFOSX-BATCH JOBS
summary: Retrieve Job Run History
description: |-
Example Requests:
jobs/5/runhistory?offset=0&limit=200
operationId: retrieveHistory
parameters:
- name: jobId
in: path
description: jobId
required: true
schema:
type: integer
format: int64
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetJobsJobIDJobRunHistoryResponse'
/jobs:
get:
tags:
- MIFOSX-BATCH JOBS
summary: Retrieve Scheduler Jobs
description: |-
Returns the list of jobs.
Example Requests:
jobs
operationId: retrieveAll_8
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetJobsResponse'
/jobs/{jobId}:
get:
tags:
- MIFOSX-BATCH JOBS
summary: Retrieve a Job
description: |-
Returns the details of a Job.
Example Requests:
jobs/5
operationId: retrieveOne_5
parameters:
- name: jobId
in: path
description: jobId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetJobsResponse'
put:
tags:
- MIFOSX-BATCH JOBS
summary: Update a Job
description: Updates the details of a job.
operationId: updateJobDetail
parameters:
- name: jobId
in: path
description: jobId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutJobsJobIDRequest'
required: true
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
tags:
- MIFOSX-BATCH JOBS
summary: Run a Job
description: Manually Execute Specific Job.
operationId: executeJob
parameters:
- name: jobId
in: path
description: jobId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
description: "POST: jobs/1?command=executeJob"
/reportmailingjobs:
get:
tags:
- Report Mailing Jobs
summary: List Report Mailing Jobs
description: |-
Example Requests:
reportmailingjobs
operationId: retrieveAllReportMailingJobs
parameters:
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetReportMailingJobsResponse'
post:
tags:
- Report Mailing Jobs
summary: Create a Report Mailing Job
description: "Mandatory Fields: name, startDateTime, stretchyReportId, emailRecipients,\
\ emailSubject, emailMessage, emailAttachmentFileFormatId, recurrence, isActive\n\
\nOptional Fields: description, stretchyReportParamMap"
operationId: createReportMailingJob
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostReportMailingJobsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostReportMailingJobsResponse'
/reportmailingjobs/{entityId}:
get:
tags:
- Report Mailing Jobs
summary: Retrieve a Report Mailing Job
description: |-
Example Requests:
reportmailingjobs/1
reportmailingjobs/1?template=true
operationId: retrieveReportMailingJob
parameters:
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetReportMailingJobsResponse'
put:
tags:
- Report Mailing Jobs
summary: |
Update a Report Mailing Job
operationId: updateReportMailingJob
parameters:
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutReportMailingJobsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutReportMailingJobsResponse'
delete:
tags:
- Report Mailing Jobs
summary: Delete a Report Mailing Job
operationId: deleteReportMailingJob
parameters:
- name: entityId
in: path
description: entityId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteReportMailingJobsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteReportMailingJobsResponse'
/reportmailingjobs/template:
get:
tags:
- Report Mailing Jobs
summary: Retrieve Report Mailing Job Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for report mailing job applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
reportmailingjobs/template
operationId: retrieveReportMailingJobTemplate
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetReportMailingJobsTemplate'
/reportmailingjobrunhistory:
get:
tags:
- List Report Mailing Job History
summary: List Report Mailing Job History
description: |-
The list capability of report mailing job history can support pagination and sorting.
Example Requests:
reportmailingjobrunhistory/1
operationId: retrieveAllByReportMailingJobId
parameters:
- name: reportMailingJobId
in: query
description: reportMailingJobId
schema:
type: integer
format: int64
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/ReportMailingJobRunHistoryData'
/authentication:
post:
tags:
- Authentication HTTP Basic
summary: Verify authentication
description: Authenticates the credentials provided and returns the set roles
and permissions allowed.
operationId: authenticate
requestBody:
content:
application/json:
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostAuthenticationResponse'
"400":
description: Unauthenticated. Please login
/twofactor/invalidate:
post:
operationId: updateConfiguration_2
requestBody:
content:
'*/*':
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/twofactor:
get:
operationId: getOTPDeliveryMethods
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: requestToken
parameters:
- name: deliveryMethod
in: query
schema:
type: string
- name: extendedToken
in: query
schema:
type: boolean
default: false
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/twofactor/validate:
post:
operationId: validate
parameters:
- name: token
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/twofactor/configure:
get:
operationId: retrieveAll_9
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateConfiguration_3
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/userdetails:
get:
tags:
- Fetch authenticated user details
summary: |
Fetch authenticated user details
description: checks the Authentication and returns the set roles and permissions
allowed.
operationId: fetchAuthenticatedUserData
parameters:
- name: access_token
in: query
description: access_token
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetUserDetailsResponse'
/sms:
get:
operationId: retrieveAll_10
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: create_2
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/sms/{campaignId}/messageByStatus:
get:
operationId: retrieveAllSmsByStatus
parameters:
- name: campaignId
in: path
required: true
schema:
type: integer
format: int64
- name: status
in: query
schema:
type: integer
format: int64
- name: fromDate
in: query
schema:
$ref: '#/components/schemas/DateParam'
- name: toDate
in: query
schema:
$ref: '#/components/schemas/DateParam'
- name: locale
in: query
schema:
type: string
- name: dateFormat
in: query
schema:
type: string
- name: sqlSearch
in: query
schema:
type: string
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/sms/{resourceId}:
get:
operationId: retrieveOne_6
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: update_3
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: delete_6
parameters:
- name: resourceId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/likelihood/{ppiName}/{likelihoodId}:
get:
operationId: retrieve
parameters:
- name: likelihoodId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: update_4
parameters:
- name: likelihoodId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/likelihood/{ppiName}:
get:
operationId: retrieveAll_11
parameters:
- name: ppiName
in: path
required: true
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/povertyLine/{ppiName}:
get:
operationId: retrieveAll_12
parameters:
- name: ppiName
in: path
required: true
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/povertyLine/{ppiName}/{likelihoodId}:
get:
operationId: retrieveAll_13
parameters:
- name: ppiName
in: path
required: true
schema:
type: string
- name: likelihoodId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/survey/{surveyName}/{clientId}/{fulfilledId}:
delete:
operationId: deleteDatatableEntries_2
parameters:
- name: surveyName
in: path
required: true
schema:
type: string
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
- name: fulfilledId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/survey/{surveyName}/{clientId}:
get:
operationId: getClientSurveyOverview
parameters:
- name: surveyName
in: path
required: true
schema:
type: string
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/survey/{surveyName}:
get:
summary: Retrieve survey
description: Lists a registered survey table details and the Apache Fineract
Core application table they are registered to.
operationId: retrieveSurvey
parameters:
- name: surveyName
in: path
description: surveyName
required: true
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetSurveyResponse'
/survey/{surveyName}/{clientId}/{entryId}:
get:
operationId: getSurveyEntry
parameters:
- name: surveyName
in: path
required: true
schema:
type: string
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
- name: entryId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/survey:
get:
summary: Retrieve surveys
description: Retrieve surveys. This allows to retrieve the list of survey tables
registered .
operationId: retrieveSurveys
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetSurveyResponse'
/survey/{surveyName}/{apptableId}:
post:
summary: Create an entry in the survey table
description: "Insert and entry in a survey table (full fill the survey).\n\n\
Refer Link for sample Body: [ https://demo.fineract.dev/fineract-provider/api-docs/apiLive.htm#survey_create\
\ ] "
operationId: createDatatableEntry_1
parameters:
- name: surveyName
in: path
description: surveyName
required: true
schema:
type: string
- name: apptableId
in: path
description: apptableId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSurveySurveyNameApptableIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostSurveySurveyNameApptableIdResponse'
/survey/register/{surveyName}/{apptable}:
put:
operationId: register
parameters:
- name: surveyName
in: path
required: true
schema:
type: string
- name: apptable
in: path
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/interoperation/accounts/{accountId}/identifiers:
get:
summary: Query Interoperation secondary identifiers by Account Id
operationId: getAccountIdentifiers
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifiersResponseData'
/interoperation/requests:
post:
summary: Allow Interoperation Transaction Request
operationId: createTransactionRequest
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransactionRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransactionRequestResponseData'
/interoperation/transactions/{transactionCode}/quotes/{quoteCode}:
get:
summary: Query Interoperation Quote
operationId: getQuote
parameters:
- name: transactionCode
in: path
description: transactionCode
required: true
schema:
type: string
- name: quoteCode
in: path
description: quoteCode
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropQuoteResponseData'
/interoperation/quotes:
post:
summary: Calculate Interoperation Quote
operationId: createQuote
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropQuoteRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropQuoteResponseData'
/interoperation/parties/{idType}/{idValue}:
get:
summary: Query Interoperation Account by secondary identifier
operationId: getAccountByIdentifier_1
parameters:
- name: idType
in: path
description: idType
required: true
schema:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
- name: idValue
in: path
description: idValue
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierAccountResponseData'
post:
summary: Interoperation Identifier registration
operationId: registerAccountIdentifier
parameters:
- name: idType
in: path
description: idType
required: true
schema:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
- name: idValue
in: path
description: idValue
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierAccountResponseData'
delete:
summary: Allow Interoperation Identifier registration
operationId: deleteAccountIdentifier
parameters:
- name: idType
in: path
description: idType
required: true
schema:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
- name: idValue
in: path
description: idValue
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierAccountResponseData'
/interoperation/parties/{idType}/{idValue}/{subIdOrType}:
get:
summary: Query Interoperation Account by secondary identifier
operationId: getAccountByIdentifier
parameters:
- name: idType
in: path
description: idType
required: true
schema:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
- name: idValue
in: path
description: idValue
required: true
schema:
type: string
- name: subIdOrType
in: path
description: subIdOrType
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierAccountResponseData'
post:
summary: Interoperation Identifier registration
operationId: registerAccountIdentifier_1
parameters:
- name: idType
in: path
description: idType
required: true
schema:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
- name: idValue
in: path
description: idValue
required: true
schema:
type: string
- name: subIdOrType
in: path
description: subIdOrType
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierAccountResponseData'
delete:
summary: Allow Interoperation Identifier registration
operationId: deleteAccountIdentifier_1
parameters:
- name: idType
in: path
description: idType
required: true
schema:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
- name: idValue
in: path
description: idValue
required: true
schema:
type: string
- name: subIdOrType
in: path
description: subIdOrType
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropIdentifierAccountResponseData'
/interoperation/transfers:
post:
summary: Prepare Interoperation Transfer
operationId: performTransfer
parameters:
- name: action
in: query
description: action
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransferRequestData'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransferResponseData'
/interoperation/transactions/{transactionCode}/transfers/{transferCode}:
get:
summary: Query Interoperation Transfer
operationId: getTransfer
parameters:
- name: transactionCode
in: path
description: transactionCode
required: true
schema:
type: string
- name: transferCode
in: path
description: transferCode
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransferResponseData'
/interoperation/transactions/{transactionCode}/requests/{requestCode}:
get:
summary: Query Interoperation Transaction Request
operationId: getTransactionRequest
parameters:
- name: transactionCode
in: path
description: transactionCode
required: true
schema:
type: string
- name: requestCode
in: path
description: requestCode
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransactionRequestResponseData'
/interoperation/health:
get:
summary: Query Interoperation Health Request
operationId: health
responses:
"200":
description: OK
/interoperation/accounts/{accountId}:
get:
summary: Query Interoperation Account details
operationId: getAccountDetails
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropAccountData'
/interoperation/accounts/{accountId}/transactions:
get:
summary: Query transactions by Account Id
operationId: getAccountTransactions
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: string
- name: debit
in: query
description: debit
schema:
type: boolean
default: true
- name: credit
in: query
description: credit
schema:
type: boolean
default: false
- name: fromBookingDateTime
in: query
description: fromBookingDateTime
schema:
type: string
- name: toBookingDateTime
in: query
description: toBookingDateTime
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/InteropTransactionsData'
/mixreport:
get:
tags:
- Mix Report
operationId: retrieveXBRLReport
parameters:
- name: startDate
in: query
schema:
type: string
format: date-time
- name: endDate
in: query
schema:
type: string
format: date-time
- name: currency
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/xml:
schema:
type: string
/mixtaxonomy:
get:
tags:
- Mix Taxonomy
operationId: retrieveAll_14
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/mixmapping:
get:
tags:
- Mix Mapping
operationId: retrieveTaxonomyMapping
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
tags:
- Mix Mapping
operationId: updateTaxonomyMapping
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/notifications:
get:
tags:
- Notification
operationId: getAllNotifications
parameters:
- name: orderBy
in: query
schema:
type: string
- name: limit
in: query
schema:
type: integer
format: int32
- name: offset
in: query
schema:
type: integer
format: int32
- name: sortOrder
in: query
schema:
type: string
- name: isRead
in: query
schema:
type: boolean
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
tags:
- Notification
operationId: update_5
responses:
default:
description: default response
content:
application/json: {}
/holidays/template:
get:
tags:
- Holidays
operationId: retrieveRepaymentScheduleUpdationTyeOptions
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/holidays:
get:
tags:
- Holidays
summary: List Holidays
description: |-
Example Requests:
holidays?officeId=1
operationId: retrieveAllHolidays
parameters:
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: fromDate
in: query
description: fromDate
schema:
$ref: '#/components/schemas/DateParam'
- name: toDate
in: query
description: toDate
schema:
$ref: '#/components/schemas/DateParam'
- name: locale
in: query
description: locale
schema:
type: string
- name: dateFormat
in: query
description: dateFormat
schema:
type: string
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetHolidaysResponse'
post:
tags:
- Holidays
summary: Create a Holiday
description: "Mandatory Fields: name, description, fromDate, toDate, repaymentsRescheduledTo,\
\ offices"
operationId: createNewHoliday
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostHolidaysRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostHolidaysResponse'
/holidays/{holidayId}:
get:
tags:
- Holidays
summary: Retrieve a Holiday
description: |-
Example Requests:
holidays/1
operationId: retrieveOne_7
parameters:
- name: holidayId
in: path
description: holidayId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetHolidaysResponse'
put:
tags:
- Holidays
summary: Update a Holiday
description: If a holiday is in pending state (created and not activated) then
all fields are allowed to modify. Once holidays become active only name and
descriptions are allowed to modify.
operationId: update_6
parameters:
- name: holidayId
in: path
description: holidayId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutHolidaysHolidayIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutHolidaysHolidayIdResponse'
post:
tags:
- Holidays
summary: Activate a Holiday
description: |-
Always Holidays are created in pending state. This API allows to activate a holiday.
Only the active holidays are considered for rescheduling the loan repayment.
operationId: handleCommands_1
parameters:
- name: holidayId
in: path
description: holidayId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostHolidaysHolidayIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostHolidaysHolidayIdResponse'
delete:
tags:
- Holidays
summary: Delete a Holiday
description: This API allows to delete a holiday. This is a soft delete the
deleted holiday status is marked as deleted.
operationId: delete_7
parameters:
- name: holidayId
in: path
description: holidayId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteHolidaysHolidayIdResponse'
/currencies:
get:
tags:
- Currency
summary: Retrieve Currency Configuration
description: |-
Returns the list of currencies permitted for use AND the list of currencies not selected (but available for selection).
Example Requests:
currencies
currencies?fields=selectedCurrencyOptions
operationId: retrieveCurrencies
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetCurrenciesResponse'
put:
tags:
- Currency
summary: Update Currency Configuration
description: Updates the list of currencies permitted for use.
operationId: updateCurrencies
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutCurrenciesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutCurrenciesResponse'
/officetransactions:
get:
operationId: retrieveOfficeTransactions
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: transferMoneyFrom
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/officetransactions/template:
get:
operationId: newOfficeTransactionDetails
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/officetransactions/{transactionId}:
delete:
operationId: delete_8
parameters:
- name: transactionId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/offices:
get:
tags:
- Offices
summary: List Offices
description: "Example Requests:\n\noffices\n\n\noffices?fields=id,name,openingDate"
operationId: retrieveOffices
parameters:
- name: includeAllOffices
in: query
description: includeAllOffices
schema:
type: boolean
default: false
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetOfficesResponse'
post:
tags:
- Offices
summary: Create an Office
description: "Mandatory Fields\nname, openingDate, parentId"
operationId: createOffice
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostOfficesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostOfficesResponse'
/offices/downloadtemplate:
get:
tags:
- Offices
operationId: getOfficeTemplate
parameters:
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/offices/uploadtemplate:
post:
tags:
- Offices
operationId: postOfficeTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/offices/template:
get:
tags:
- Offices
summary: Retrieve Office Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
offices/template
operationId: retrieveOfficeTemplate_1
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetOfficesTemplateResponse'
/offices/{officeId}:
get:
tags:
- Offices
summary: Retrieve an Office
description: "Example Requests:\n\noffices/1\n\n\noffices/1?template=true\n\n\
\noffices/1?fields=id,name,parentName"
operationId: retreiveOffice
parameters:
- name: officeId
in: path
description: officeId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetOfficesResponse'
put:
tags:
- Offices
summary: Update Office
operationId: updateOffice
parameters:
- name: officeId
in: path
description: officeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutOfficesOfficeIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutOfficesOfficeIdResponse'
/provisioningcategory:
get:
tags:
- Provisioning Category
operationId: retrieveAll_15
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
tags:
- Provisioning Category
operationId: createProvisioningCategory
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/provisioningcategory/{categoryId}:
put:
tags:
- Provisioning Category
operationId: updateProvisioningCategory
parameters:
- name: categoryId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
tags:
- Provisioning Category
operationId: deleteProvisioningCategory
parameters:
- name: categoryId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/provisioningcriteria:
get:
tags:
- Provisioning Criteria
summary: Retrieves all created Provisioning Criterias
description: Retrieves all created Provisioning Criterias
operationId: retrieveAllProvisioningCriterias
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetProvisioningCriteriaResponse'
post:
tags:
- Provisioning Criteria
summary: Create a new Provisioning Criteria
description: "Creates a new Provisioning Criteria\n\nMandatory Fields: \ncriteriaName\n\
provisioningcriteria\n\nOptional Fields: \nloanProducts"
operationId: createProvisioningCriteria
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostProvisioningCriteriaRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostProvisioningCriteriaResponse'
/provisioningcriteria/template:
get:
tags:
- Provisioning Criteria
operationId: retrieveTemplate_3
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/provisioningcriteria/{criteriaId}:
get:
tags:
- Provisioning Criteria
summary: Retrieves a Provisioning Criteria
description: Retrieves a Provisioning Criteria
operationId: retrieveProvisioningCriteria
parameters:
- name: criteriaId
in: path
description: criteriaId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetProvisioningCriteriaCriteriaIdResponse'
put:
tags:
- Provisioning Criteria
summary: Updates a new Provisioning Criteria
description: "Updates a new Provisioning Criteria\n\nOptional Fields\ncriteriaName,\
\ loanProducts, provisioningcriteria"
operationId: updateProvisioningCriteria
parameters:
- name: criteriaId
in: path
description: criteriaId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutProvisioningCriteriaRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutProvisioningCriteriaResponse'
delete:
tags:
- Provisioning Criteria
summary: Deletes Provisioning Criteria
description: Deletes Provisioning Criteria
operationId: deleteProvisioningCriteria
parameters:
- name: criteriaId
in: path
description: criteriaId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteProvisioningCriteriaResponse'
/staff:
get:
tags:
- Staff
summary: Retrieve Staff
description: "Returns the list of staff members.\n\nExample Requests:\n\nstaff\n\
\n\n\n\nRetrieve a Staff by status\n\nReturns the details of a Staff based\
\ on status.\n\nBy default it Returns all the ACTIVE Staff.\n\nIf status=INACTIVE,\
\ then it returns all INACTIVE Staff.\n\nand for status=ALL, it Returns both\
\ ACTIVE and INACTIVE Staff.\n\nExample Requests:\n\nstaff?status=active"
operationId: retrieveStaff
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: staffInOfficeHierarchy
in: query
description: staffInOfficeHierarchy
schema:
type: boolean
default: false
- name: loanOfficersOnly
in: query
description: loanOfficersOnly
schema:
type: boolean
default: false
- name: status
in: query
description: status
schema:
type: string
default: active
responses:
"200":
description: "GET https://DomainName/api/v1/staff?status={ACTIVE|INACTIVE|ALL}"
content:
application/json:
schema:
$ref: '#/components/schemas/GetStaffResponse'
post:
tags:
- Staff
summary: Create a staff member
description: "Creates a staff member.\n\nMandatory Fields: \nofficeId, firstname,\
\ lastname\n\nOptional Fields: \nisLoanOfficer, isActive"
operationId: createStaff
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostStaffRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostStaffResponse'
/staff/downloadtemplate:
get:
tags:
- Staff
operationId: getStaffTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/staff/uploadtemplate:
post:
tags:
- Staff
operationId: postStaffTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/staff/{staffId}:
get:
tags:
- Staff
summary: Retrieve a Staff Member
description: |-
Returns the details of a Staff Member.
Example Requests:
staff/1
operationId: retreiveStaff
parameters:
- name: staffId
in: path
description: staffId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetStaffResponse'
put:
tags:
- Staff
summary: Update a Staff Member
description: Updates the details of a staff member.
operationId: updateStaff
parameters:
- name: staffId
in: path
description: staffId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutStaffRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutStaffResponse'
/cashiers:
get:
tags:
- Cashiers
operationId: getCashierData
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: tellerId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: date
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/tellers/{tellerId}:
get:
tags:
- Teller Cash Management
summary: Retrieve tellers
operationId: findTeller
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTellersResponse'
put:
tags:
- Teller Cash Management
summary: Update teller
operationId: updateTeller
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutTellersRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutTellersResponse'
delete:
tags:
- Teller Cash Management
operationId: deleteTeller
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/tellers:
get:
tags:
- Teller Cash Management
summary: List all tellers
description: Retrieves list tellers
operationId: getTellerData
parameters:
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetTellersResponse'
post:
tags:
- Teller Cash Management
summary: Create teller
description: "Mandatory Fields\nTeller name, OfficeId, Description, Start Date,\
\ Status\nOptional Fields\nEnd Date"
operationId: createTeller
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostTellersRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostTellersResponse'
/tellers/{tellerId}/cashiers/{cashierId}:
get:
tags:
- Teller Cash Management
summary: Retrieve a cashier
operationId: findCashierData
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTellersTellerIdCashiersCashierIdResponse'
put:
tags:
- Teller Cash Management
summary: Update Cashier
operationId: updateCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutTellersTellerIdCashiersCashierIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutTellersTellerIdCashiersCashierIdResponse'
delete:
tags:
- Teller Cash Management
summary: Delete Cashier
operationId: deleteCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteTellersTellerIdCashiersCashierIdResponse'
/tellers/{tellerId}/transactions/{transactionId}:
get:
tags:
- Teller Cash Management
operationId: findTransactionData
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/tellers/{tellerId}/cashiers/{cashierId}/transactions/template:
get:
tags:
- Teller Cash Management
summary: Retrieve Cashier Transaction Template
operationId: getCashierTxnTemplate
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTellersTellerIdCashiersCashiersIdTransactionsTemplateResponse'
/tellers/{tellerId}/cashiers/{cashierId}/summaryandtransactions:
get:
tags:
- Teller Cash Management
summary: Transactions Wtih Summary For Cashier
operationId: getTransactionsWtihSummaryForCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
- name: currencyCode
in: query
description: currencyCode
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTellersTellerIdCashiersCashiersIdSummaryAndTransactionsResponse'
/tellers/{tellerId}/transactions:
get:
tags:
- Teller Cash Management
operationId: getTransactionData
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: dateRange
in: query
description: dateRange
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/tellers/{tellerId}/cashiers:
get:
tags:
- Teller Cash Management
summary: List Cashiers
operationId: getCashierData_1
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: fromdate
in: query
description: fromdate
schema:
type: string
- name: todate
in: query
description: todate
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTellersTellerIdCashiersResponse'
post:
tags:
- Teller Cash Management
summary: Create Cashiers
description: "Mandatory Fields: \nCashier/staff, Fromm Date, To Date, Full Day\
\ or From time and To time\n\n\n\nOptional Fields: \nDescription/Notes"
operationId: createCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersResponse'
/tellers/{tellerId}/cashiers/{cashierId}/transactions:
get:
tags:
- Teller Cash Management
summary: Retrieve Cashier Transaction
operationId: getTransactionsForCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
- name: currencyCode
in: query
description: currencyCode
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetTellersTellerIdCashiersCashiersIdTransactionsResponse'
/tellers/{tellerId}/cashiers/template:
get:
tags:
- Teller Cash Management
summary: Find Cashiers
operationId: getCashierTemplate
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTellersTellerIdCashiersTemplateResponse'
/tellers/{tellerId}/cashiers/{cashierId}/allocate:
post:
tags:
- Teller Cash Management
summary: Allocate Cash To Cashier
description: "Mandatory Fields: \nDate, Amount, Currency, Notes/Comments"
operationId: allocateCashToCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
requestBody:
content:
text/html:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersCashierIdAllocateRequest'
application/json:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersCashierIdAllocateRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersCashierIdAllocateResponse'
/tellers/{tellerId}/journals:
get:
tags:
- Teller Cash Management
operationId: getJournalData
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: query
description: cashierId
schema:
type: integer
format: int64
- name: dateRange
in: query
description: dateRange
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/tellers/{tellerId}/cashiers/{cashierId}/settle:
post:
tags:
- Teller Cash Management
summary: Settle Cash From Cashier
description: "Mandatory Fields\nDate, Amount, Currency, Notes/Comments"
operationId: settleCashFromCashier
parameters:
- name: tellerId
in: path
description: tellerId
required: true
schema:
type: integer
format: int64
- name: cashierId
in: path
description: cashierId
required: true
schema:
type: integer
format: int64
requestBody:
content:
text/html:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersCashierIdSettleRequest'
application/json:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersCashierIdSettleRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostTellersTellerIdCashiersCashierIdSettleResponse'
/cashiersjournal:
get:
tags:
- Cashier Journals
operationId: getJournalData_1
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: tellerId
in: query
schema:
type: integer
format: int64
- name: cashierId
in: query
schema:
type: integer
format: int64
- name: dateRange
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/workingdays/template:
get:
tags:
- Working days
summary: Working Days Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for working days.
Example Request:
workingdays/template
operationId: template_4
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetWorkingDaysTemplateResponse'
/workingdays:
get:
tags:
- Working days
summary: List Working days
description: |-
Example Requests:
workingdays
operationId: retrieveAll_16
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetWorkingDaysResponse'
put:
tags:
- Working days
summary: Update a Working Day
description: "Mandatory Fields\nrecurrence,repaymentRescheduleType,extendTermForDailyRepayments,locale"
operationId: update_7
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutWorkingDaysRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutWorkingDaysResponse'
/accounttransfers/template:
get:
tags:
- Account Transfers
summary: Retrieve Account Transfer Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
accounttransfers/template?fromAccountType=2&fromOfficeId=1
accounttransfers/template?fromAccountType=2&fromOfficeId=1&fromClientId=1
accounttransfers/template?fromClientId=1&fromAccountType=2&fromAccountId=1
operationId: template_5
parameters:
- name: fromOfficeId
in: query
description: fromOfficeId
schema:
type: integer
format: int64
- name: fromClientId
in: query
description: fromClientId
schema:
type: integer
format: int64
- name: fromAccountId
in: query
description: fromAccountId
schema:
type: integer
format: int64
- name: fromAccountType
in: query
description: fromAccountType
schema:
type: integer
format: int32
- name: toOfficeId
in: query
description: toOfficeId
schema:
type: integer
format: int64
- name: toClientId
in: query
description: toClientId
schema:
type: integer
format: int64
- name: toAccountId
in: query
description: toAccountId
schema:
type: integer
format: int64
- name: toAccountType
in: query
description: toAccountType
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountTransfersTemplateResponse'
/accounttransfers:
get:
tags:
- Account Transfers
summary: List account transfers
description: |-
Lists account's transfers
Example Requests:
accounttransfers
operationId: retrieveAll_17
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: externalId
in: query
description: externalId
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
example: limit
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: accountDetailId
in: query
description: accountDetailId
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountTransfersResponse'
post:
tags:
- Account Transfers
summary: Create new Transfer
description: Ability to create new transfer of monetary funds from one account
to another.
operationId: create_3
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountTransfersRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountTransfersResponse'
/accounttransfers/refundByTransfer:
post:
tags:
- Account Transfers
summary: Refund of an Active Loan by Transfer
description: Ability to refund an active loan by transferring to a savings account.
operationId: templateRefundByTransferPost
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountTransfersRefundByTransferRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountTransfersRefundByTransferResponse'
/accounttransfers/{transferId}:
get:
tags:
- Account Transfers
summary: Retrieve account transfer
description: |-
Retrieves account transfer
Example Requests :
accounttransfers/1
operationId: retrieveOne_8
parameters:
- name: transferId
in: path
description: transferId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountTransfersPageItems'
/accounttransfers/templateRefundByTransfer:
get:
tags:
- Account Transfers
summary: Retrieve Refund of an Active Loan by Transfer Template
description: |-
Retrieves Refund of an Active Loan by Transfer TemplateExample Requests :
accounttransfers/templateRefundByTransfer?fromAccountId=2&fromAccountType=1& toAccountId=1&toAccountType=2&toClientId=1&toOfficeId=1
operationId: templateRefundByTransfer
parameters:
- name: fromOfficeId
in: query
description: fromOfficeId
schema:
type: integer
format: int64
- name: fromClientId
in: query
description: fromClientId
schema:
type: integer
format: int64
- name: fromAccountId
in: query
description: fromAccountId
schema:
type: integer
format: int64
- name: fromAccountType
in: query
description: fromAccountType
schema:
type: integer
format: int32
- name: toOfficeId
in: query
description: toOfficeId
schema:
type: integer
format: int64
- name: toClientId
in: query
description: toClientId
schema:
type: integer
format: int64
- name: toAccountId
in: query
description: toAccountId
schema:
type: integer
format: int64
- name: toAccountType
in: query
description: toAccountType
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferResponse'
/standinginstructions/template:
get:
tags:
- Standing Instructions
summary: Retrieve Standing Instruction Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
standinginstructions/template?fromAccountType=2&fromOfficeId=1
standinginstructions/template?fromAccountType=2&fromOfficeId=1&fromClientId=1&transferType=1
standinginstructions/template?fromClientId=1&fromAccountType=2&fromAccountId=1&transferType=1
operationId: template_6
parameters:
- name: fromOfficeId
in: query
description: fromOfficeId
schema:
type: integer
format: int64
- name: fromClientId
in: query
description: fromClientId
schema:
type: integer
format: int64
- name: fromAccountId
in: query
description: fromAccountId
schema:
type: integer
format: int64
- name: fromAccountType
in: query
description: fromAccountType
schema:
type: integer
format: int32
- name: toOfficeId
in: query
description: toOfficeId
schema:
type: integer
format: int64
- name: toClientId
in: query
description: toClientId
schema:
type: integer
format: int64
- name: toAccountId
in: query
description: toAccountId
schema:
type: integer
format: int64
- name: toAccountType
in: query
description: toAccountType
schema:
type: integer
format: int32
- name: transferType
in: query
description: transferType
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetStandingInstructionsTemplateResponse'
/standinginstructions:
get:
tags:
- Standing Instructions
summary: List Standing Instructions
description: |-
Example Requests:
standinginstructions
operationId: retrieveAll_18
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: externalId
in: query
description: externalId
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: transferType
in: query
description: transferType
schema:
type: integer
format: int32
- name: clientName
in: query
description: clientName
schema:
type: string
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: fromAccountId
in: query
description: fromAccountId
schema:
type: integer
format: int64
- name: fromAccountType
in: query
description: fromAccountType
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetStandingInstructionsResponse'
post:
tags:
- Standing Instructions
summary: Create new Standing Instruction
description: Ability to create new instruction for transfer of monetary funds
from one account to another
operationId: create_4
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostStandingInstructionsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostStandingInstructionsResponse'
/standinginstructions/{standingInstructionId}:
get:
tags:
- Standing Instructions
summary: Retrieve Standing Instruction
description: |-
Example Requests :
standinginstructions/1
operationId: retrieveOne_9
parameters:
- name: standingInstructionId
in: path
description: standingInstructionId
required: true
schema:
type: integer
format: int64
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: externalId
in: query
description: externalId
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetStandingInstructionsStandingInstructionIdResponse'
put:
tags:
- Standing Instructions
summary: Update Standing Instruction | Delete Standing Instruction
description: |-
Ability to modify existing instruction for transfer of monetary funds from one account to another.
PUT https://DomainName/api/v1/standinginstructions/1?command=update
Ability to modify existing instruction for transfer of monetary funds from one account to another.
PUT https://DomainName/api/v1/standinginstructions/1?command=delete
operationId: update_8
parameters:
- name: standingInstructionId
in: path
description: standingInstructionId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutStandingInstructionsStandingInstructionIdRequest'
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutStandingInstructionsStandingInstructionIdResponse'
/standinginstructionrunhistory:
get:
tags:
- Standing Instructions History
summary: Standing Instructions Logged History
description: "The list capability of history can support pagination and sorting\
\ \n\nExample Requests :\n\nstandinginstructionrunhistory\n\nstandinginstructionrunhistory?orderBy=name&sortOrder=DESC\n\
\nstandinginstructionrunhistory?offset=10&limit=50"
operationId: retrieveAll_19
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: externalId
in: query
description: externalId
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: transferType
in: query
description: transferType
schema:
type: integer
format: int32
- name: clientName
in: query
description: clientName
schema:
type: string
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: fromAccountId
in: query
description: fromAccountId
schema:
type: integer
format: int64
- name: fromAccountType
in: query
description: fromAccountType
schema:
type: integer
format: int32
- name: locale
in: query
description: locale
schema:
type: string
- name: dateFormat
in: query
description: dateFormat
schema:
type: string
- name: fromDate
in: query
description: fromDate
schema:
$ref: '#/components/schemas/DateParam'
- name: toDate
in: query
description: toDate
schema:
$ref: '#/components/schemas/DateParam'
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetStandingInstructionRunHistoryResponse'
/accounts/{type}/template:
get:
tags:
- Share Account
summary: Retrieve Share Account Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
accounts/share/template?clientId=1
accounts/share/template?clientId=1&productId=1
operationId: template_7
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountsTypeTemplateResponse'
/accounts/{type}:
get:
tags:
- Share Account
summary: List share applications/accounts
description: |-
Lists share applications/accounts
Example Requests:
shareaccount
operationId: retrieveAllAccounts_1
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountsTypeResponse'
post:
tags:
- Share Account
summary: Submit new share application
description: "Submits new share application\n\nMandatory Fields: clientId, productId,\
\ submittedDate, savingsAccountId, requestedShares, applicationDate\n\nOptional\
\ Fields: accountNo, externalId\n\nInherited from Product (if not provided):\
\ minimumActivePeriod, minimumActivePeriodFrequencyType, lockinPeriodFrequency,\
\ lockinPeriodFrequencyType"
operationId: createAccount
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountsTypeRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountsTypeResponse'
/accounts/{type}/{accountId}:
get:
tags:
- Share Account
summary: Retrieve a share application/account
description: |-
Retrieves a share application/account
Example Requests :
shareaccount/1
operationId: retrieveAccount
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: type
in: path
description: type
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountsTypeAccountIdResponse'
put:
tags:
- Share Account
summary: Modify a share application
description: "Share application can only be modified when in 'Submitted and\
\ pending approval' state. Once the application is approved, the details cannot\
\ be changed using this method. Specific api endpoints will be created to\
\ allow change of interest detail such as rate, compounding period, posting\
\ period etc"
operationId: updateAccount
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutAccountsTypeAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutAccountsTypeAccountIdResponse'
post:
tags:
- Share Account
summary: Approve share application | Undo approval share application | Reject
share application | Activate a share account | Close a share account | Apply
additional shares on a share account | Approve additional shares request on
a share account | Reject additional shares request on a share account | Redeem
shares on a share account
description: "Approve share application:\n\nApproves share application so long\
\ as its in 'Submitted and pending approval' state.\n\nUndo approval share\
\ application:\n\nWill move 'approved' share application back to 'Submitted\
\ and pending approval' state.\n\nReject share application:\n\nRejects share\
\ application so long as its in 'Submitted and pending approval' state.\n\n\
Activate a share account:\n\nResults in an approved share application being\
\ converted into an 'active' share account.\n\nClose a share account:\n\n\
Results in an Activated share application being converted into an 'closed'\
\ share account.\n\nclosedDate is closure date of share account\n\nMandatory\
\ Fields: dateFormat,locale,closedDate\n\nApply additional shares on a share\
\ account:\n\nrequestedDate is requsted date of share purchase\n\nrequestedShares\
\ is number of shares to be purchase\n\nMandatory Fields: dateFormat,locale,requestedDate,\
\ requestedShares\n\nApprove additional shares request on a share account\n\
\nrequestedShares is Share purchase transaction ids\n\nMandatory Fields: requestedShares\n\
\nReject additional shares request on a share account:\n\nrequestedShares\
\ is Share purchase transaction ids\n\nMandatory Fields: requestedShares\n\
\nRedeem shares on a share account:\n\nResults redeem some/all shares from\
\ share account.\n\nrequestedDate is requsted date of shares redeem\n\nrequestedShares\
\ is number of shares to be redeemed\n\nMandatory Fields: dateFormat,locale,requestedDate,requestedShares\n\
\nShowing request/response for 'Reject additional shares request on a share\
\ account'\n\nFor more info visit this link - https://demo.fineract.dev/fineract-provider/api-docs/apiLive.htm#shareaccounts"
operationId: handleCommands_2
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountsTypeAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostAccountsTypeAccountIdResponse'
/accounts/{type}/downloadtemplate:
get:
tags:
- Share Account
operationId: getSharedAccountsTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/accounts/{type}/uploadtemplate:
post:
tags:
- Share Account
operationId: postSharedAccountsTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/fieldconfiguration/{entity}:
get:
tags:
- Entity Field Configuration
summary: Retrieves the Entity Field Configuration
description: It retrieves all the Entity Field Configuration
operationId: getAddresses
parameters:
- name: entity
in: path
description: entity
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetFieldConfigurationEntityResponse'
/{entityType}/{entityId}/calendars/template:
get:
operationId: retrieveNewCalendarDetails
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/{entityType}/{entityId}/calendars/{calendarId}:
get:
operationId: retrieveCalendar
parameters:
- name: calendarId
in: path
required: true
schema:
type: integer
format: int64
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateCalendar
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: calendarId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: deleteCalendar
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: calendarId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/{entityType}/{entityId}/calendars:
get:
operationId: retrieveCalendarsByEntity
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: calendarType
in: query
schema:
type: string
default: all
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createCalendar
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/charges:
get:
tags:
- Charges
summary: Retrieve Charges
description: |-
Returns the list of defined charges.
Example Requests:
charges
operationId: retrieveAllCharges
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetChargesResponse'
post:
tags:
- Charges
summary: Create/Define a Charge
description: Define a new charge that can later be associated with loans and
savings through their respective product definitions or directly on each account
instance.
operationId: createCharge
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostChargesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostChargesResponse'
/charges/template:
get:
tags:
- Charges
summary: Retrieve Charge Template
description: |
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
charges/template
operationId: retrieveNewChargeDetails
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetChargesTemplateResponse'
/charges/{chargeId}:
get:
tags:
- Charges
summary: Retrieve a Charge
description: |-
Returns the details of a defined Charge.
Example Requests:
charges/1
operationId: retrieveCharge
parameters:
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetChargesResponse'
put:
tags:
- Charges
summary: Update a Charge
description: Updates the details of a Charge.
operationId: updateCharge
parameters:
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutChargesChargeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutChargesChargeIdResponse'
delete:
tags:
- Charges
summary: Delete a Charge
description: Deletes a Charge.
operationId: deleteCharge
parameters:
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteChargesChargeIdResponse'
/client/{clientid}/addresses:
get:
tags:
- Clients Address
summary: List all addresses for a Client
description: "Example Requests:\n\nclient/1/addresses\n\n\nclients/1/addresses?status=false,true&&type=1,2,3"
operationId: getAddresses_1
parameters:
- name: status
in: query
description: status
schema:
type: string
- name: type
in: query
description: type
schema:
type: integer
format: int64
- name: clientid
in: path
description: clientId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetClientClientIdAddressesResponse'
put:
tags:
- Clients Address
summary: Update an address for a Client
description: |-
All the address fields can be updated by using update client address API
Mandatory Fields
type and addressId
operationId: updateClientAddress
parameters:
- name: clientid
in: path
description: clientId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutClientClientIdAddressesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutClientClientIdAddressesResponse'
post:
tags:
- Clients Address
summary: Create an address for a Client
description: "Mandatory Fields : \ntype and clientId"
operationId: addClientAddress
parameters:
- name: type
in: query
description: type
schema:
type: integer
format: int64
- name: clientid
in: path
description: clientId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientClientIdAddressesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientClientIdAddressesResponse'
/client/addresses/template:
get:
tags:
- Clients Address
operationId: getAddressesTemplate
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/{clientId}/charges:
get:
tags:
- Client Charges
summary: List Client Charges
description: |-
The list capability of client charges supports pagination.Example Requests:
clients/1/charges
clients/1/charges?offset=0&limit=5
operationId: retrieveAllClientCharges
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
- name: pendingPayment
in: query
description: pendingPayment
schema:
type: boolean
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdChargesResponse'
post:
tags:
- Client Charges
summary: Add Client Charge
description: " This API associates a Client charge with an implicit Client account\n\
Mandatory Fields : \nchargeId and dueDate \nOptional Fields : \namount"
operationId: applyClientCharge
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdChargesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdChargesResponse'
/clients/{clientId}/charges/{chargeId}:
get:
tags:
- Client Charges
summary: Retrieve a Client Charge
description: "Example Requests:\nclients/1/charges/1\n\n\nclients/1/charges/1?fields=name,id"
operationId: retrieveClientCharge
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsChargesPageItems'
post:
tags:
- Client Charges
summary: Pay a Client Charge | Waive a Client Charge
description: |-
Pay a Client Charge:
Mandatory Fields:transactionDate and amount "Pay either a part of or the entire due amount for a charge.(command=paycharge)
Waive a Client Charge:
This API provides the facility of waiving off the remaining amount on a client charge (command=waive)
Showing request/response for 'Pay a Client Charge'
operationId: payOrWaiveClientCharge
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdChargesChargeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdChargesChargeIdResponse'
delete:
tags:
- Client Charges
summary: Delete a Client Charge
description: 'Deletes a Client Charge on which no transactions have taken place
(either payments or waivers). '
operationId: deleteClientCharge
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteClientsClientIdChargesChargeIdResponse'
/clients/{clientId}/charges/template:
get:
tags:
- Client Charges
operationId: retrieveTemplate_4
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/{clientId}/familymembers:
get:
operationId: getFamilyMembers
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: addClientFamilyMembers
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/{clientId}/familymembers/{familyMemberId}:
get:
operationId: getFamilyMember
parameters:
- name: familyMemberId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateClientFamilyMembers
parameters:
- name: familyMemberId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: deleteClientFamilyMembers
parameters:
- name: familyMemberId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/{clientId}/familymembers/template:
get:
operationId: getTemplate_1
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/{clientId}/identifiers:
get:
tags:
- Client Identifier
summary: List all Identifiers for a Client
description: "Example Requests:\nclients/1/identifiers\n\n\nclients/1/identifiers?fields=documentKey,documentType,description"
operationId: retrieveAllClientIdentifiers
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetClientsClientIdIdentifiersResponse'
post:
tags:
- Client Identifier
summary: Create an Identifier for a Client
description: "Mandatory Fields\ndocumentKey, documentTypeId "
operationId: createClientIdentifier
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdIdentifiersRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdIdentifiersResponse'
/clients/{clientId}/identifiers/template:
get:
tags:
- Client Identifier
summary: Retrieve Client Identifier Details Template
description: |-
This is a convenience resource useful for building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
clients/1/identifiers/template
operationId: newClientIdentifierDetails
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdIdentifiersTemplateResponse'
/clients/{clientId}/identifiers/{identifierId}:
get:
tags:
- Client Identifier
summary: Retrieve a Client Identifier
description: "Example Requests:\nclients/1/identifier/2\n\n\nclients/1/identifier/2?template=true\n\
\nclients/1/identifiers/2?fields=documentKey,documentType,description"
operationId: retrieveClientIdentifiers
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: identifierId
in: path
description: identifierId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdIdentifiersResponse'
put:
tags:
- Client Identifier
summary: Update a Client Identifier
description: Updates a Client Identifier
operationId: updateClientIdentifer
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: identifierId
in: path
description: identifierId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutClientsClientIdIdentifiersIdentifierIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutClientsClientIdIdentifiersIdentifierIdResponse'
delete:
tags:
- Client Identifier
summary: Delete a Client Identifier
description: Deletes a Client Identifier
operationId: deleteClientIdentifier
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: identifierId
in: path
description: identifierId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteClientsClientIdIdentifiersIdentifierIdResponse'
/clients/{clientId}/transactions:
get:
tags:
- Client Transaction
summary: List Client Transactions
description: |-
The list capability of client transaction can support pagination.
Example Requests:
clients/189/transactions
clients/189/transactions?offset=10&limit=50
operationId: retrieveAllClientTransactions
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdTransactionsResponse'
/clients/{clientId}/transactions/{transactionId}:
get:
tags:
- Client Transaction
summary: Retrieve a Client Transaction
description: "Example Requests:\nclients/1/transactions/1\n\n\nclients/1/transactions/1?fields=id,officeName"
operationId: retrieveClientTransaction
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdTransactionsTransactionIdResponse'
post:
tags:
- Client Transaction
summary: Undo a Client Transaction
description: Undoes a Client Transaction
operationId: undoClientTransaction
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdTransactionsTransactionIdResponse'
/clients/{clientId}:
get:
tags:
- Client
summary: Retrieve a Client
description: "Example Requests:\n\nclients/1\n\n\nclients/1?template=true\n\n\
\nclients/1?fields=id,displayName,officeName"
operationId: retrieveOne_10
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdResponse'
put:
tags:
- Client
summary: Update a Client
description: "Note: You can update any of the basic attributes of a client (but\
\ not its associations) using this API.\n\nChanging the relationship between\
\ a client and its office is not supported through this API. An API specific\
\ to handling transfers of clients between offices is available for the same.\n\
\nThe relationship between a client and a group must be removed through the\
\ Groups API."
operationId: update_9
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutClientsClientIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutClientsClientIdResponse'
post:
tags:
- Client
summary: Activate a Client | Close a Client | Reject a Client | Withdraw a Client
| Reactivate a Client | UndoReject a Client | UndoWithdraw a Client | Assign
a Staff | Unassign a Staff | Update Default Savings Account | Propose a Client
Transfer | Withdraw a Client Transfer | Reject a Client Transfer | Accept
a Client Transfer | Propose and Accept a Client Transfer
description: "Activate a Client:\n\nClients can be created in a Pending state.\
\ This API exists to enable client activation (for when a client becomes an\
\ approved member of the financial Institution).\n\nIf the client happens\
\ to be already active this API will result in an error.\n\nClose a Client:\n\
\nClients can be closed if they do not have any non-closed loans/savingsAccount.\
\ This API exists to close a client .\n\nIf the client have any active loans/savingsAccount\
\ this API will result in an error.\n\nReject a Client:\n\nClients can be\
\ rejected when client is in pending for activation status.\n\nIf the client\
\ is any other status, this API throws an error.\n\nMandatory Fields: rejectionDate,\
\ rejectionReasonId\n\nWithdraw a Client:\n\nClient applications can be withdrawn\
\ when client is in a pending for activation status.\n\nIf the client is any\
\ other status, this API throws an error.\n\nMandatory Fields: withdrawalDate,\
\ withdrawalReasonId\n\nReactivate a Client: Clients can be reactivated after\
\ they have been closed.\n\nTrying to reactivate a client in any other state\
\ throws an error.\n\nMandatory Fields: reactivationDate\n\nUndoReject a Client:\n\
\nClients can be reactivated after they have been rejected.\n\nTrying to reactivate\
\ a client in any other state throws an error.\n\nMandatory Fields: reopenedDateUndoWithdraw\
\ a Client:\n\nClients can be reactivated after they have been withdrawn.\n\
\nTrying to reactivate a client in any other state throws an error.\n\nMandatory\
\ Fields: reopenedDate\n\nAssign a Staff:\n\nAllows you to assign a Staff\
\ for existed Client.\n\nThe selected Staff should belong to the same office\
\ (or an officer higher up in the hierarchy) as the Client he manages.\n\n\
Unassign a Staff:\n\nAllows you to unassign the Staff assigned to a Client.\n\
\nUpdate Default Savings Account:\n\nAllows you to modify or assign a default\
\ savings account for an existing Client.\n\nThe selected savings account\
\ should be one among the existing savings account for a particular customer.\n\
\nPropose a Client Transfer:\n\nAllows you to propose the transfer of a Client\
\ to a different Office.\n\nWithdraw a Client Transfer:\n\nAllows you to withdraw\
\ the proposed transfer of a Client to a different Office.\n\nWithdrawal can\
\ happen only if the destination Branch (to which the transfer was proposed)\
\ has not already accepted the transfer proposal\n\nReject a Client Transfer:\n\
\nAllows the Destination Branch to reject the proposed Client Transfer.\n\n\
Accept a Client Transfer:\n\nAllows the Destination Branch to accept the proposed\
\ Client Transfer.\n\nThe destination branch may also choose to link this\
\ client to a group (in which case, any existing active JLG loan of the client\
\ is rescheduled to match the meeting frequency of the group) and loan Officer\
\ at the time of accepting the transfer\n\nPropose and Accept a Client Transfer:\n\
\nAbstraction over the Propose and Accept Client Transfer API's which enable\
\ a user with Data Scope over both the Target and Destination Branches to\
\ directly transfer a Client to the destination Office.\n\nShowing request/response\
\ for 'Reject a Client Transfer'"
operationId: activate_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsClientIdResponse'
delete:
tags:
- Client
summary: Delete a Client
description: "If a client is in Pending state, you are allowed to Delete it.\
\ The delete is a 'hard delete' and cannot be recovered from. Once clients\
\ become active or have loans or savings associated with them, you cannot\
\ delete the client but you may Close the client if they have left the program."
operationId: delete_9
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteClientsClientIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteClientsClientIdResponse'
/clients/{clientId}/transferproposaldate:
get:
tags:
- Client
operationId: retrieveTransferTemplate
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/downloadtemplate:
get:
tags:
- Client
operationId: getClientTemplate
parameters:
- name: legalFormType
in: query
schema:
type: string
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/clients/uploadtemplate:
post:
tags:
- Client
operationId: postClientTemplate
parameters:
- name: legalFormType
in: query
schema:
type: string
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/clients/{clientId}/obligeedetails:
get:
tags:
- Client
operationId: retrieveObligeeDetails
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/clients/{clientId}/accounts:
get:
tags:
- Client
summary: Retrieve client accounts overview
description: "An example of how a loan portfolio summary can be provided. This\
\ is requested in a specific use case of the community application.\nIt is\
\ quite reasonable to add resources like this to simplify User Interface development.\n\
\nExample Requests:\n \nclients/1/accounts\n\nclients/1/accounts?fields=loanAccounts,savingsAccounts"
operationId: retrieveAssociatedAccounts
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsClientIdAccountsResponse'
"400":
description: Bad Request
/clients:
get:
tags:
- Client
summary: List Clients
description: "The list capability of clients can support pagination and sorting.\n\
\nExample Requests:\n\nclients\n\nclients?fields=displayName,officeName,timeline\n\
\nclients?offset=10&limit=50\n\nclients?orderBy=displayName&sortOrder=DESC"
operationId: retrieveAll_20
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: externalId
in: query
description: externalId
schema:
type: string
- name: displayName
in: query
description: displayName
schema:
type: string
- name: firstName
in: query
description: firstName
schema:
type: string
- name: lastName
in: query
description: lastName
schema:
type: string
- name: underHierarchy
in: query
description: underHierarchy
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: orphansOnly
in: query
description: orphansOnly
schema:
type: boolean
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsResponse'
post:
tags:
- Client
summary: Create a Client
description: "Note:\n\n1. You can enter either:firstname/middlename/lastname\
\ - for a person (middlename is optional) OR fullname - for a business or\
\ organisation (or person known by one name).\n\n2.If address is enable(enable-address=true),\
\ then additional field called address has to be passed.\n\nMandatory Fields:\
\ firstname and lastname OR fullname, officeId, active=true and activationDate\
\ OR active=false, if(address enabled) address\n\nOptional Fields: groupId,\
\ externalId, accountNo, staffId, mobileNo, savingsProductId, genderId, clientTypeId,\
\ clientClassificationId"
operationId: create_5
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostClientsResponse'
/clients/template:
get:
tags:
- Client
summary: Retrieve Client Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Request:
clients/template
operationId: retrieveTemplate_5
parameters:
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: commandParam
in: query
description: commandParam
schema:
type: string
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetClientsTemplateResponse'
/loans/{loanId}/collaterals/{collateralId}:
get:
tags:
- Loan Collateral
summary: Retrieve a Collateral
description: "Example Requests:\n\n/loans/1/collaterals/1\n\n\n/loans/1/collaterals/1?fields=description,description"
operationId: retrieveCollateralDetails
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: collateralId
in: path
description: collateralId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdCollateralsResponse'
put:
tags:
- Loan Collateral
summary: Update a Collateral
operationId: updateCollateral
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: collateralId
in: path
description: collateralId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoansLoandIdCollateralsCollateralIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoansLoanIdCollateralsCollateralIdResponse'
delete:
tags:
- Loan Collateral
summary: Remove a Collateral
description: "Note: A collateral can only be removed from Loans that are not\
\ yet approved."
operationId: deleteCollateral
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: collateralId
in: path
description: collateralId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteLoansLoanIdCollateralsCollateralIdResponse'
/loans/{loanId}/collaterals/template:
get:
tags:
- Loan Collateral
summary: Retrieve Collateral Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Request:
loans/1/collaterals/template
operationId: newCollateralTemplate
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdCollateralsTemplateResponse'
/loans/{loanId}/collaterals:
get:
tags:
- Loan Collateral
summary: List Loan Collaterals
description: "Example Requests:\n\nloans/1/collaterals\n\n\nloans/1/collaterals?fields=value,description"
operationId: retrieveCollateralDetails_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetLoansLoanIdCollateralsResponse'
post:
tags:
- Loan Collateral
summary: Create a Collateral
description: "Note: Currently, Collaterals may be added only before a Loan is\
\ approved"
operationId: createCollateral
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdCollateralsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdCollateralsResponse'
/collectionsheet:
post:
summary: Generate Individual Collection Sheet | Save Collection Sheet
description: |-
Generate Individual Collection Sheet:
This Api retrieves repayment details of all individual loans under a office as on a specified meeting date.
Save Collection Sheet:
This Api allows the loan officer to perform bulk repayments of individual loans and deposit of mandatory savings on a given meeting date.
operationId: generateCollectionSheet
parameters:
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostCollectionSheetRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostCollectionSheetResponse'
/floatingrates:
get:
tags:
- Floating Rates
summary: List Floating Rates
description: Lists Floating Rates
operationId: retrieveAll_21
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetFloatingRatesResponse'
post:
tags:
- Floating Rates
summary: Create a new Floating Rate
description: "Creates a new Floating Rate\nMandatory Fields: name\nOptional\
\ Fields: isBaseLendingRate, isActive, ratePeriods"
operationId: createFloatingRate
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFloatingRatesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostFloatingRatesResponse'
/floatingrates/{floatingRateId}:
get:
tags:
- Floating Rates
summary: Retrieve Floating Rate
description: Retrieves Floating Rate
operationId: retrieveOne_11
parameters:
- name: floatingRateId
in: path
description: floatingRateId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetFloatingRatesFloatingRateIdResponse'
put:
tags:
- Floating Rates
summary: Update Floating Rate
description: Updates new Floating Rate. Rate Periods in the past cannot be modified.
All the future rateperiods would be replaced with the new ratePeriods data
sent.
operationId: updateFloatingRate
parameters:
- name: floatingRateId
in: path
description: floatingRateId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutFloatingRatesFloatingRateIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutFloatingRatesFloatingRateIdResponse'
/funds:
get:
summary: Retrieve Funds
description: |-
Returns the list of funds.
Example Requests:
funds
operationId: retrieveFunds
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetFundsResponse'
post:
summary: Create a Fund
description: Creates a Fund
operationId: createFund
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFundsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostFundsResponse'
/funds/{fundId}:
get:
summary: Retrieve a Fund
description: |-
Returns the details of a Fund.
Example Requests:
funds/1
operationId: retreiveFund
parameters:
- name: fundId
in: path
description: fundId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetFundsResponse'
put:
summary: Update a Fund
description: Updates the details of a fund.
operationId: updateFund
parameters:
- name: fundId
in: path
description: fundId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutFundsFundIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutFundsFundIdResponse'
/centers/{centerId}:
get:
tags:
- Centers
summary: Retrieve a Center
description: |-
Retrieves a Center
Example Requests:
centers/1
centers/1?associations=groupMembers
operationId: retrieveOne_12
parameters:
- name: centerId
in: path
description: centerId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetCentersCenterIdResponse'
put:
tags:
- Centers
summary: Update a Center
description: Updates a Center
operationId: update_10
parameters:
- name: centerId
in: path
description: centerId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutCentersCenterIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutCentersCenterIdResponse'
post:
tags:
- Centers
summary: Activate a Center | Generate Collection Sheet | Save Collection Sheet
| Close a Center | Associate Groups | Disassociate Groups
description: "Activate a Center:\n\nCenters can be created in a Pending state.\
\ This API exists to enable center activation. If the center happens to be\
\ already active, this API will result in an error.\n\nClose a Center:\n\n\
Centers can be closed if they don't have any non-closed groups or saving accounts.\
\ If the Center has any active groups or savings accounts, this API will result\
\ in an error.\n\nAssociate Groups:\n\nThis API allows associating existing\
\ groups to a center. The groups are listed from the office to which the center\
\ is associated. If group(s) is already associated with a center, this API\
\ will result in an error.\n\nDisassociate Groups:\n\nThis API allows to disassociate\
\ groups from a center.\n\nGenerate Collection Sheet:\n\nThis Api retrieves\
\ repayment details of all jlg loans under a center as on a specified meeting\
\ date.\n\nSave Collection Sheet:\n\nThis Api allows the loan officer to perform\
\ bulk repayments of JLG loans for a center on a given meeting date.\n\nShowing\
\ Request/Response for Close a Center"
operationId: activate_2
parameters:
- name: centerId
in: path
description: centerId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostCentersCenterIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostCentersCenterIdResponse'
delete:
tags:
- Centers
summary: Delete a Center
description: "A Center can be deleted if it is in pending state and has no association\
\ - groups, loans or savings"
operationId: delete_10
parameters:
- name: centerId
in: path
description: centerId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteCentersCenterIdResponse'
/centers:
get:
tags:
- Centers
summary: List Centers
description: "The default implementation supports pagination and sorting with\
\ the default pagination size set to 200 records. The parameter limit with\
\ description -1 will return all entries.\n\nExample Requests:\n\n\n\ncenters\n\
\n\n\ncenters?fields=name,officeName,joinedDate\n\n\n\ncenters?offset=10&limit=50\n\
\n\n\ncenters?orderBy=name&sortOrder=DESC"
operationId: retrieveAll_22
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: staffId
in: query
description: staffId
schema:
type: integer
format: int64
- name: externalId
in: query
description: externalId
schema:
type: string
- name: name
in: query
description: name
schema:
type: string
- name: underHierarchy
in: query
description: underHierarchy
schema:
type: string
- name: paged
in: query
description: paged
schema:
type: boolean
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: meetingDate
in: query
description: meetingDate
schema:
$ref: '#/components/schemas/DateParam'
- name: dateFormat
in: query
description: dateFormat
schema:
type: string
- name: locale
in: query
description: locale
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetCentersResponse'
post:
tags:
- Centers
summary: Create a Center
description: "Creates a Center\n\nMandatory Fields: name, officeId, active,\
\ activationDate (if active=true)\n\nOptional Fields: externalId, staffId,\
\ groupMembers"
operationId: create_6
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostCentersRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostCentersResponse'
/centers/downloadtemplate:
get:
tags:
- Centers
operationId: getCentersTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/centers/uploadtemplate:
post:
tags:
- Centers
operationId: postCentersTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/centers/template:
get:
tags:
- Centers
summary: Retrieve a Center Template
description: |-
Retrieves a Center Template
Example Requests:
centers/template
centers/template?officeId=2
operationId: retrieveTemplate_6
parameters:
- name: command
in: query
description: command
schema:
type: string
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetCentersTemplateResponse'
/centers/{centerId}/accounts:
get:
tags:
- Centers
summary: Retrieve Center accounts overview
description: |-
An example of how a savings summary for a Center can be provided. This is requested in a specific use case of the reference application.
It is quite reasonable to add resources like this to simplify User Interface development.
Example Requests:
centers/9/accounts
operationId: retrieveGroupAccount
parameters:
- name: centerId
in: path
description: centerId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetCentersCenterIdAccountsResponse'
/groups:
get:
tags:
- Groups
summary: List Groups
description: "The default implementation of listing Groups returns 200 entries\
\ with support for pagination and sorting. Using the parameter limit with\
\ description -1 returns all entries.\n\nExample Requests:\n\n\n\ngroups\n\
\n\n\ngroups?fields=name,officeName,joinedDate\n\n\n\ngroups?offset=10&limit=50\n\
\n\n\ngroups?orderBy=name&sortOrder=DESC"
operationId: retrieveAll_23
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: staffId
in: query
description: staffId
schema:
type: integer
format: int64
- name: externalId
in: query
description: externalId
schema:
type: string
- name: name
in: query
description: name
schema:
type: string
- name: underHierarchy
in: query
description: underHierarchy
schema:
type: string
- name: paged
in: query
description: paged
schema:
type: boolean
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: orphansOnly
in: query
description: orphansOnly
schema:
type: boolean
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetGroupsResponse'
post:
tags:
- Groups
summary: Create a Group
description: "Creates a Group\n\nMandatory Fields: name, officeId, active, activationDate\
\ (if active=true)\n\nOptional Fields: externalId, staffId, clientMembers"
operationId: create_7
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostGroupsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostGroupsResponse'
/groups/downloadtemplate:
get:
tags:
- Groups
operationId: getGroupsTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/groups/uploadtemplate:
post:
tags:
- Groups
operationId: postGroupTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/groups/{groupId}/glimaccounts:
get:
tags:
- Groups
operationId: retrieveglimAccounts
parameters:
- name: groupId
in: path
required: true
schema:
type: integer
format: int64
- name: parentLoanAccountNo
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/groups/template:
get:
tags:
- Groups
summary: Retrieve Group Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
groups/template
groups/template?officeId=2
groups/template?centerId=1
groups/template?centerId=1&staffInSelectedOfficeOnly=true
operationId: retrieveTemplate_7
parameters:
- name: officeId
in: query
description: officeId
schema:
type: integer
format: int64
- name: center
in: query
description: center
schema:
type: boolean
- name: centerId
in: query
description: centerId
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetGroupsTemplateResponse'
/groups/{groupId}:
get:
tags:
- Groups
summary: Retrieve a Group
description: |-
Retrieve group information.
Example Requests:
groups/1
groups/1?associations=clientMembers
operationId: retrieveOne_13
parameters:
- name: groupId
in: path
description: groupId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
- name: roleId
in: query
description: roleId
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetGroupsGroupIdResponse'
put:
tags:
- Groups
summary: Update a Group
description: Updates a Group
operationId: update_11
parameters:
- name: groupId
in: path
description: groupId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutGroupsGroupIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutGroupsGroupIdResponse'
post:
tags:
- Groups
summary: Activate a Group | Associate Clients | Disassociate Clients | Transfer
Clients across groups | Generate Collection Sheet | Save Collection Sheet
| Unassign a Staff | Assign a Staff | Close a Group | Unassign a Role | Update
a Role
description: "Activate a Group:\n\nGroups can be created in a Pending state.\
\ This API exists to enable group activation.\n\n\n\nIf the group happens\
\ to be already active this API will result in an error.\n\nMandatory Fields:\
\ activationDate\n\nAssociate Clients:\n\nThis API allows to associate existing\
\ clients to a group.\n\n\n\nThe clients are listed from the office to which\
\ the group is associated.\n\n\n\nIf client(s) is already associated with\
\ group then API will result in an error.\n\nMandatory Fields: clientMembers\n\
\nDisassociate Clients:\n\nThis API allows to disassociate clients from a\
\ group.\n\n\n\nDisassociating a client with active joint liability group\
\ loans results in an error.\n\nMandatory Fields: clientMembers\n\nTransfer\
\ Clients across groups:\n\nThis API allows to transfer clients from one group\
\ to another\n\nMandatory Fields: destinationGroupId and clients\n\nOptional\
\ Fields: inheritDestinationGroupLoanOfficer (defaults to true) and transferActiveLoans\
\ (defaults to true)\n\nGenerate Collection Sheet:\n\nThis API retrieves repayment\
\ details of all jlg loans of all members of a group on a specified meeting\
\ date.\n\nMandatory Fields: calendarId and transactionDate\n\nSave Collection\
\ Sheet:\n\nThis api allows the loan officer to perform bulk repayments of\
\ JLG loans for a group on its meeting date.\n\nMandatory Fields: calendarId,\
\ transactionDate, actualDisbursementDate\n\nOptional Fields: clientsAttendance,\
\ bulkRepaymentTransaction, bulkDisbursementTransactions\n\nUnassign a Staff:\n\
\nAllows you to unassign the Staff.\n\nMandatory Fields: staffId\n\nAssign\
\ a Staff:\n\nAllows you to assign Staff to an existing Group.\n\n\n\nThe\
\ selected Staff should be belong to the same office (or an office higher\
\ up in the hierarchy) as this groupMandatory Fields: staffId\n\nOptional\
\ Fields: inheritStaffForClientAccounts (Optional: Boolean if true all members\
\ of the group (i.e all clients with active loans and savings ) will inherit\
\ the staffId)\n\nClose a Group:\n\nThis API exists to close a group. Groups\
\ can be closed if they don't have any non-closed clients/loans/savingsAccounts.\n\
\n\n\nIf the group has any active clients/loans/savingsAccount, this API will\
\ result in an error.Assign a Role:\n\nAllows you to assign a Role to an existing\
\ member of a group.\n\n\n\nWe can define the different roles applicable to\
\ group members by adding code values to the pre-defined system code GROUPROLE.\
\ Example:Group leader etc.\n\nMandatory Fields: clientId, role\n\nUnassign\
\ a Role:\n\nAllows you to unassign Roles associated tp Group members.\n\n\
Update a Role:\n\nAllows you to update the member Role.\n\nMandatory Fields:\
\ role\n\nShowing request/response for Transfer Clients across groups"
operationId: activateOrGenerateCollectionSheet
parameters:
- name: groupId
in: path
description: groupId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
- name: roleId
in: query
description: roleId
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostGroupsGroupIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostGroupsGroupIdResponse'
delete:
tags:
- Groups
summary: Delete a Group
description: "A group can be deleted if it is in pending state and has no associations\
\ - clients, loans or savings"
operationId: delete_11
parameters:
- name: groupId
in: path
description: groupId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteGroupsGroupIdResponse'
/groups/{groupId}/accounts:
get:
tags:
- Groups
summary: Retrieve Group accounts overview
description: "Retrieves details of all Loan and Savings accounts associated\
\ with this group.\n\n\n\nExample Requests:\n\n\n\ngroups/1/accounts\n\n\n\
\n\n\ngroups/1/accounts?fields=loanAccounts,savingsAccounts,memberLoanAccounts,\n\
\nmemberSavingsAccounts"
operationId: retrieveAccounts
parameters:
- name: groupId
in: path
description: groupId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsResponse'
/groups/{groupId}/gsimaccounts:
get:
tags:
- Groups
operationId: retrieveGsimAccounts
parameters:
- name: groupId
in: path
required: true
schema:
type: integer
format: int64
- name: parentGSIMAccountNo
in: query
schema:
type: string
- name: parentGSIMId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/groups/{groupId}/command/unassign_staff:
post:
tags:
- Groups
summary: Unassign a Staff
description: "Allows you to unassign the Staff.\n\nMandatory Fields: staffId"
operationId: unassignLoanOfficer
parameters:
- name: groupId
in: path
description: groupId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostGroupsGroupIdCommandUnassignStaffRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostGroupsGroupIdCommandUnassignStaffResponse'
/grouplevels:
get:
operationId: retrieveAllGroups
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/interestratecharts/{chartId}/chartslabs/template:
get:
tags:
- Interest Rate Slab (A.K.A interest bands)
operationId: template_8
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/interestratecharts/{chartId}/chartslabs:
get:
tags:
- Interest Rate Slab (A.K.A interest bands)
summary: Retrieve all Slabs
description: |-
Retrieve list of slabs associated with a chart
Example Requests:
interestratecharts/1/chartslabs
operationId: retrieveAll_24
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsResponse'
post:
tags:
- Interest Rate Slab (A.K.A interest bands)
summary: Create a Slab
description: "Creates a new interest rate slab for an interest rate chart.\n\
Mandatory Fields\nperiodType, fromPeriod, annualInterestRate\nOptional Fields\n\
toPeriod and description\nExample Requests:\n\ninterestratecharts/1/chartslabs"
operationId: create_8
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostInterestRateChartsChartIdChartSlabsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostInterestRateChartsChartIdChartSlabsResponse'
/interestratecharts/{chartId}/chartslabs/{chartSlabId}:
get:
tags:
- Interest Rate Slab (A.K.A interest bands)
summary: Retrieve a Slab
description: |
Retrieve a slab associated with an Interest rate chart
Example Requests:
interestratecharts/1/chartslabs/1
operationId: retrieveOne_14
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
- name: chartSlabId
in: path
description: chartSlabId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsResponse'
put:
tags:
- Interest Rate Slab (A.K.A interest bands)
summary: Update a Slab
description: It updates the Slab from chart
operationId: update_12
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
- name: chartSlabId
in: path
description: chartSlabId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutInterestRateChartsChartIdChartSlabsChartSlabIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutInterestRateChartsChartIdChartSlabsChartSlabIdResponse'
delete:
tags:
- Interest Rate Slab (A.K.A interest bands)
summary: Delete a Slab
description: Delete a Slab from a chart
operationId: delete_12
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
- name: chartSlabId
in: path
description: chartSlabId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteInterestRateChartsChartIdChartSlabsResponse'
/interestratecharts/template:
get:
tags:
- Interest Rate Chart
summary: Retrieve Chart Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for creating a chart. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Request:
interestratecharts/template
operationId: template_9
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetInterestRateChartsTemplateResponse'
/interestratecharts:
get:
tags:
- Interest Rate Chart
summary: Retrieve all Charts
description: |-
Retrieve list of charts associated with a term deposit product(FD or RD).
Example Requests:
interestratecharts?productId=1
operationId: retrieveAll_25
parameters:
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetInterestRateChartsResponse'
post:
tags:
- Interest Rate Chart
summary: Create a Chart
description: Creates a new chart which can be attached to a term deposit products
(FD or RD).
operationId: create_9
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostInterestRateChartsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostInterestRateChartsResponse'
/interestratecharts/{chartId}:
get:
tags:
- Interest Rate Chart
summary: Retrieve a Chart
description: |-
It retrieves the Interest Rate Chart
Example Requests:
interestratecharts/1
operationId: retrieveOne_15
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetInterestRateChartsResponse'
put:
tags:
- Interest Rate Chart
summary: Update a Chart
description: It updates the chart
operationId: update_13
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutInterestRateChartsChartIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutInterestRateChartsChartIdResponse'
delete:
tags:
- Interest Rate Chart
summary: Delete a Chart
description: It deletes the chart
operationId: delete_13
parameters:
- name: chartId
in: path
description: chartId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteInterestRateChartsChartIdResponse'
/loans/loanreassignment:
post:
operationId: loanReassignment
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/loanreassignment/template:
get:
operationId: loanReassignmentTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: fromLoanOfficerId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/charges/template:
get:
tags:
- Loan Charges
summary: Retrieve Loan Charges Template
description: |+
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
loans/1/charges/template
operationId: retrieveTemplate_8
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdChargesTemplateResponse'
/loans/{loanId}/charges/{chargeId}:
get:
tags:
- Loan Charges
summary: Retrieve a Loan Charge
description: "Retrieves Loan Charge according to the Loan ID and Charge IDExample\
\ Requests:\n\n/loans/1/charges/1\n\n\n/loans/1/charges/1?fields=name,amountOrPercentage"
operationId: retrieveLoanCharge
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdChargesChargeIdResponse'
put:
tags:
- Loan Charges
summary: Update a Loan Charge
description: Currently Loan Charges may be updated only if the Loan is not yet
approved
operationId: updateLoanCharge
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoansLoanIdChargesChargeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoansLoanIdChargesChargeIdResponse'
post:
tags:
- Loan Charges
summary: Pay Loan Charge
description: Loan Charge will be paid if the loan is linked with a savings account
operationId: executeLoanCharge
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdChargesChargeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdChargesChargeIdResponse'
delete:
tags:
- Loan Charges
summary: Delete a Loan Charge
description: "Note: Currently, A Loan Charge may only be removed from Loans\
\ that are not yet approved."
operationId: deleteLoanCharge
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteLoansLoanIdChargesChargeIdResponse'
/loans/{loanId}/charges:
get:
tags:
- Loan Charges
summary: List Loan Charges
description: "It lists all the Loan Charges specific to a Loan \n\nExample Requests:\n\
\nloans/1/charges\n\n\nloans/1/charges?fields=name,amountOrPercentage"
operationId: retrieveAllLoanCharges
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetLoansLoanIdChargesChargeIdResponse'
post:
tags:
- Loan Charges
summary: Create a Loan Charge
description: It Creates a Loan Charge
operationId: executeLoanCharge_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdChargesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdChargesResponse'
/loans/{loanId}/disbursements/{disbursementId}:
get:
operationId: retriveDetail
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
- name: disbursementId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateDisbursementDate
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
- name: disbursementId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/disbursements/editDisbursements:
put:
operationId: addAndDeleteDisbursementDetail
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/schedule:
post:
tags:
- Loan Rescheduling
summary: Calculate loan repayment schedule based on Loan term variations | Updates
loan repayment schedule based on Loan term variations | Updates loan repayment
schedule by removing Loan term variations
description: "Calculate loan repayment schedule based on Loan term variations:\n\
\nMandatory Fields: exceptions,locale,dateFormat\n\nUpdates loan repayment\
\ schedule based on Loan term variations:\n\nMandatory Fields: exceptions,locale,dateFormat\n\
\nUpdates loan repayment schedule by removing Loan term variations:\n\nIt\
\ updates the loan repayment schedule by removing Loan term variations\n\n\
Showing request/response for 'Updates loan repayment schedule by removing\
\ Loan term variations'"
operationId: calculateLoanScheduleOrSubmitVariableSchedule
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdScheduleRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdScheduleResponse'
/loans/{loanId}/transactions/template:
get:
tags:
- Loan Transactions
summary: Retrieve Loan Transaction Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Request:
loans/1/transactions/template?command=repayment
operationId: retrieveTransactionTemplate
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
- name: dateFormat
in: query
description: dateFormat
schema:
type: string
- name: transactionDate
in: query
description: transactionDate
schema:
$ref: '#/components/schemas/DateParam'
- name: locale
in: query
description: locale
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdTransactionsTemplateResponse'
/loans/{loanId}/transactions/{transactionId}:
get:
tags:
- Loan Transactions
summary: Retrieve a Transaction Details
description: |-
Retrieves a Transaction Details
Example Request:
loans/5/transactions/3
operationId: retrieveTransaction
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdTransactionsTransactionIdResponse'
post:
tags:
- Loan Transactions
summary: Adjust a Transaction
description: "Note: there is no need to specify command={transactionType} parameter.\n\
\nMandatory Fields: transactionDate, transactionAmount"
operationId: adjustLoanTransaction
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdTransactionsTransactionIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdTransactionsTransactionIdResponse'
/loans/{loanId}/transactions:
post:
tags:
- Loan Transactions
summary: Make a Repayment | Make a Refund of an Active Loan by Cash | Foreclosure
of an Active Loan | Waive Interest | Write-off Loan | Make Recovery Payment
| Undo Loan Write-off Transaction
description: |-
Make Recovery Payment:
This API allows collecting recovery payments for written-off loans
operationId: executeLoanTransaction
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdTransactionsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdTransactionsResponse'
/loans/template:
get:
tags:
- Loans
summary: Retrieve Loan Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Requests:
loans/template?templateType=individual&clientId=1
loans/template?templateType=individual&clientId=1&productId=1
operationId: template_10
parameters:
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: groupId
in: query
description: groupId
schema:
type: integer
format: int64
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
- name: templateType
in: query
description: templateType
schema:
type: string
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
- name: activeOnly
in: query
description: activeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansTemplateResponse'
/loans/{loanId}:
get:
tags:
- Loans
summary: Retrieve a Loan
description: "Note: template=true parameter doesn't apply to this resource.Example\
\ Requests:\n\nloans/1\n\n\nloans/1?fields=id,principal,annualInterestRate\n\
\n\nloans/1?associations=all\n\nloans/1?associations=all&exclude=guarantors\n\
\n\nloans/1?fields=id,principal,annualInterestRate&associations=repaymentSchedule,transactions"
operationId: retrieveLoan
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansLoanIdResponse'
put:
tags:
- Loans
summary: Modify a loan application
description: "Loan application can only be modified when in 'Submitted and pending\
\ approval' state. Once the application is approved, the details cannot be\
\ changed using this method."
operationId: modifyLoanApplication
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoansLoanIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoansLoanIdResponse'
post:
tags:
- Loans
summary: Approve Loan Application | Recover Loan Guarantee | Undo Loan Application
Approval | Assign a Loan Officer | Unassign a Loan Officer | Reject Loan Application
| Applicant Withdraws from Loan Application | Disburse Loan Disburse Loan
To Savings Account | Undo Loan Disbursal
description: "Approve Loan Application:\nMandatory Fields: approvedOnDate\n\
Optional Fields: approvedLoanAmount and expectedDisbursementDate\nApproves\
\ the loan application\n\nRecover Loan Guarantee:\nRecovers the loan guarantee\n\
\nUndo Loan Application Approval:\nUndoes the Loan Application Approval\n\n\
Assign a Loan Officer:\nAllows you to assign Loan Officer for existing Loan.\n\
\nUnassign a Loan Officer:\nAllows you to unassign the Loan Officer.\n\nReject\
\ Loan Application:\nMandatory Fields: rejectedOnDate\nAllows you to reject\
\ the loan application\n\nApplicant Withdraws from Loan Application:\nMandatory\
\ Fields: withdrawnOnDate\nAllows the applicant to withdraw the loan application\n\
\nDisburse Loan:\nMandatory Fields: actualDisbursementDate\nOptional Fields:\
\ transactionAmount and fixedEmiAmount\nDisburses the Loan\n\nDisburse Loan\
\ To Savings Account:\nMandatory Fields: actualDisbursementDate\nOptional\
\ Fields: transactionAmount and fixedEmiAmount\nDisburses the loan to Saving\
\ Account\n\nUndo Loan Disbursal:\nUndoes the Loan Disbursal\nShowing request\
\ and response for Assign a Loan Officer"
operationId: stateTransitions
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdResponse'
delete:
tags:
- Loans
summary: Delete a Loan Application
description: "Note: Only loans in \"Submitted and awaiting approval\" status\
\ can be deleted."
operationId: deleteLoanApplication
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteLoansLoanIdResponse'
/loans:
get:
tags:
- Loans
summary: List Loans
description: |-
The list capability of loans can support pagination and sorting.
Example Requests:
loans
loans?fields=accountNo
loans?offset=10&limit=50
loans?orderBy=accountNo&sortOrder=DESC
operationId: retrieveAll_26
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: externalId
in: query
description: externalId
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
- name: accountNo
in: query
description: accountNo
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoansResponse'
post:
tags:
- Loans
summary: Calculate loan repayment schedule | Submit a new Loan Application
description: "It calculates the loan repayment Schedule\nSubmits a new loan\
\ application\nMandatory Fields: clientId, productId, principal, loanTermFrequency,\
\ loanTermFrequencyType, loanType, numberOfRepayments, repaymentEvery, repaymentFrequencyType,\
\ interestRatePerPeriod, amortizationType, interestType, interestCalculationPeriodType,\
\ transactionProcessingStrategyId, expectedDisbursementDate, submittedOnDate,\
\ loanType\nOptional Fields: graceOnPrincipalPayment, graceOnInterestPayment,\
\ graceOnInterestCharged, linkAccountId, allowPartialPeriodInterestCalcualtion,\
\ fixedEmiAmount, maxOutstandingLoanBalance, disbursementData, graceOnArrearsAgeing,\
\ createStandingInstructionAtDisbursement (requires linkedAccountId if set\
\ to true)\nAdditional Mandatory Fields if interest recalculation is enabled\
\ for product and Rest frequency not same as repayment period: recalculationRestFrequencyDate\n\
Additional Mandatory Fields if interest recalculation with interest/fee compounding\
\ is enabled for product and compounding frequency not same as repayment period:\
\ recalculationCompoundingFrequencyDate\nAdditional Mandatory Field if Entity-Datatable\
\ Check is enabled for the entity of type loan: datatables"
operationId: calculateLoanScheduleOrSubmitLoanApplication
parameters:
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansResponse'
/loans/downloadtemplate:
get:
tags:
- Loans
operationId: getLoansTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/loans/glimAccount/{glimId}:
get:
tags:
- Loans
operationId: getGlimRepaymentTemplate
parameters:
- name: glimId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
tags:
- Loans
summary: Approve GLIM Application | Undo GLIM Application Approval | Reject
GLIM Application | Disburse Loan Disburse Loan To Savings Account | Undo Loan
Disbursal
description: "Approve GLIM Application:\nMandatory Fields: approvedOnDate\n\
Optional Fields: approvedLoanAmount and expectedDisbursementDate\nApproves\
\ the GLIM application\n\nUndo GLIM Application Approval:\nUndoes the GLIM\
\ Application Approval\n\nReject GLIM Application:\nMandatory Fields: rejectedOnDate\n\
Allows you to reject the GLIM application\n\nDisburse Loan:\nMandatory Fields:\
\ actualDisbursementDate\nOptional Fields: transactionAmount and fixedEmiAmount\n\
Disburses the Loan\n\nDisburse Loan To Savings Account:\nMandatory Fields:\
\ actualDisbursementDate\nOptional Fields: transactionAmount and fixedEmiAmount\n\
Disburses the loan to Saving Account\n\nUndo Loan Disbursal:\nUndoes the Loan\
\ Disbursal\n"
operationId: glimStateTransitions
parameters:
- name: glimId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoansLoanIdResponse'
/loans/repayments/downloadtemplate:
get:
tags:
- Loans
operationId: getLoanRepaymentTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/loans/uploadtemplate:
post:
tags:
- Loans
operationId: postLoanTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/loans/repayments/uploadtemplate:
post:
tags:
- Loans
operationId: postLoanRepaymentTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/loans/{loanId}/template:
get:
tags:
- Loans
operationId: retrieveApprovalTemplate
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: templateType
in: query
description: templateType
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/guarantors/template:
get:
operationId: newGuarantorTemplate
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/guarantors:
get:
operationId: retrieveGuarantorDetails
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createGuarantor
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/guarantors/{guarantorId}:
get:
operationId: retrieveGuarantorDetails_1
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
- name: guarantorId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateGuarantor
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
- name: guarantorId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: deleteGuarantor
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
- name: guarantorId
in: path
required: true
schema:
type: integer
format: int64
- name: guarantorFundingId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/guarantors/accounts/template:
get:
operationId: accountsTemplate
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loans/{loanId}/guarantors/downloadtemplate:
get:
operationId: getGuarantorTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/loans/{loanId}/guarantors/uploadtemplate:
post:
operationId: postGuarantorTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/rescheduleloans/template:
get:
operationId: retrieveTemplate_9
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/rescheduleloans/{scheduleId}:
get:
operationId: readLoanRescheduleRequest
parameters:
- name: scheduleId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: updateLoanRescheduleRequest
parameters:
- name: scheduleId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/rescheduleloans:
get:
operationId: retrieveAllRescheduleRequest
parameters:
- name: command
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createLoanRescheduleRequest
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/loanproducts/template:
get:
tags:
- Loan Products
summary: Retrieve Loan Product Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
loanproducts/template
operationId: retrieveTemplate_10
parameters:
- name: isProductMixTemplate
in: query
description: isProductMixTemplate
schema:
type: boolean
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoanProductsTemplateResponse'
/loanproducts:
get:
tags:
- Loan Products
summary: List Loan Products
description: "Lists Loan Products\n\nExample Requests:\n\nloanproducts\n\n\n\
loanproducts?fields=name,description,interestRateFrequencyType,amortizationType"
operationId: retrieveAllLoanProducts
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetLoanProductsResponse'
post:
tags:
- Loan Products
summary: Create a Loan Product
description: "Depending of the Accounting Rule (accountingRule) selected, additional\
\ fields with details of the appropriate Ledger Account identifiers would\
\ need to be passed in.\n\nRefer MifosX Accounting Specs Draft for more details\
\ regarding the significance of the selected accounting rule\n\nMandatory\
\ Fields: name, shortName, currencyCode, digitsAfterDecimal, inMultiplesOf,\
\ principal, numberOfRepayments, repaymentEvery, repaymentFrequencyType, interestRatePerPeriod,\
\ interestRateFrequencyType, amortizationType, interestType, interestCalculationPeriodType,\
\ transactionProcessingStrategyId, accountingRule, isInterestRecalculationEnabled,\
\ daysInYearType, daysInMonthType\n\nOptional Fields: inArrearsTolerance,\
\ graceOnPrincipalPayment, graceOnInterestPayment, graceOnInterestCharged,\
\ graceOnArrearsAgeing, charges, paymentChannelToFundSourceMappings, feeToIncomeAccountMappings,\
\ penaltyToIncomeAccountMappings, includeInBorrowerCycle, useBorrowerCycle,principalVariationsForBorrowerCycle,\
\ numberOfRepaymentVariationsForBorrowerCycle, interestRateVariationsForBorrowerCycle,\
\ multiDisburseLoan,maxTrancheCount, outstandingLoanBalance,overdueDaysForNPA,holdGuaranteeFunds,\
\ principalThresholdForLastInstalment, accountMovesOutOfNPAOnlyOnArrearsCompletion,\
\ canDefineInstallmentAmount, installmentAmountInMultiplesOf, allowAttributeOverrides,\
\ allowPartialPeriodInterestCalcualtion\n\nAdditional Mandatory Fields for\
\ Cash(2) based accounting: fundSourceAccountId, loanPortfolioAccountId, interestOnLoanAccountId,\
\ incomeFromFeeAccountId, incomeFromPenaltyAccountId, writeOffAccountId, transfersInSuspenseAccountId,\
\ overpaymentLiabilityAccountId\n\nAdditional Mandatory Fields for periodic\
\ (3) and upfront (4)accrual accounting: fundSourceAccountId, loanPortfolioAccountId,\
\ interestOnLoanAccountId, incomeFromFeeAccountId, incomeFromPenaltyAccountId,\
\ writeOffAccountId, receivableInterestAccountId, receivableFeeAccountId,\
\ receivablePenaltyAccountId, transfersInSuspenseAccountId, overpaymentLiabilityAccountId\n\
\nAdditional Mandatory Fields if interest recalculation is enabled(true):\
\ interestRecalculationCompoundingMethod, rescheduleStrategyMethod, recalculationRestFrequencyType\n\
\nAdditional Optional Fields if interest recalculation is enabled(true): isArrearsBasedOnOriginalSchedule,\
\ preClosureInterestCalculationStrategy\n\nAdditional Optional Fields if interest\
\ recalculation is enabled(true) and recalculationRestFrequencyType is not\
\ same as repayment period: recalculationRestFrequencyInterval, recalculationRestFrequencyDate\n\
\nAdditional Optional Fields if interest recalculation is enabled(true) and\
\ interestRecalculationCompoundingMethod is enabled: recalculationCompoundingFrequencyType\n\
\nAdditional Optional Fields if interest recalculation is enabled(true) and\
\ interestRecalculationCompoundingMethod is enabled and recalculationCompoundingFrequencyType\
\ is not same as repayment period: recalculationCompoundingFrequencyInterval,\
\ recalculationCompoundingFrequencyDate\n\nAdditional Mandatory Fields if\
\ Hold Guarantee funds is enabled(true): mandatoryGuarantee\n\nAdditional\
\ Optional Fields if Hold Guarantee funds is enabled(true): minimumGuaranteeFromOwnFunds,minimumGuaranteeFromGuarantor"
operationId: createLoanProduct
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoanProductsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLoanProductsResponse'
/loanproducts/{productId}:
get:
tags:
- Loan Products
summary: Retrieve a Loan Product
description: "Retrieves a Loan Product\n\nExample Requests:\n\nloanproducts/1\n\
\n\nloanproducts/1?template=true\n\n\nloanproducts/1?fields=name,description,numberOfRepayments"
operationId: retrieveLoanProductDetails
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetLoanProductsProductIdResponse'
put:
tags:
- Loan Products
summary: Update a Loan Product
description: Updates a Loan Product
operationId: updateLoanProduct
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoanProductsProductIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutLoanProductsProductIdResponse'
/loanproducts/{productId}/productmix:
get:
operationId: retrieveTemplate_11
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateProductMix
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createProductMix
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: deleteProductMix
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/{entityType}/{entityId}/meetings/template:
get:
operationId: template_11
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: calendarId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/{entityType}/{entityId}/meetings/{meetingId}:
get:
operationId: retrieveMeeting
parameters:
- name: meetingId
in: path
required: true
schema:
type: integer
format: int64
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateMeeting
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: meetingId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: performMeetingCommands
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: meetingId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
operationId: deleteMeeting
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: meetingId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/{entityType}/{entityId}/meetings:
get:
operationId: retrieveMeetings
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
- name: limit
in: query
schema:
type: integer
format: int32
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createMeeting
parameters:
- name: entityType
in: path
required: true
schema:
type: string
- name: entityId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/{resourceType}/{resourceId}/notes/{noteId}:
get:
tags:
- Notes
summary: Retrieve a Resource Note
description: "Retrieves a Resource Note\n\nExample Requests:\n\nclients/1/notes/76\n\
\n\ngroups/1/notes/20\n\n\nclients/1/notes/76?fields=note,createdOn,createdByUsername\n\
\n\ngroups/1/notes/20?fields=note,createdOn,createdByUsername"
operationId: retrieveNote
parameters:
- name: resourceType
in: path
description: resourceType
required: true
schema:
type: string
- name: resourceId
in: path
description: resourceId
required: true
schema:
type: integer
format: int64
- name: noteId
in: path
description: noteId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetResourceTypeResourceIdNotesNoteIdResponse'
put:
tags:
- Notes
summary: Update a Resource Note
description: Updates a Resource Note
operationId: updateNote
parameters:
- name: resourceType
in: path
description: resourceType
required: true
schema:
type: string
- name: resourceId
in: path
description: resourceId
required: true
schema:
type: integer
format: int64
- name: noteId
in: path
description: noteId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutResourceTypeResourceIdNotesNoteIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutResourceTypeResourceIdNotesNoteIdResponse'
delete:
tags:
- Notes
summary: Delete a Resource Note
description: Deletes a Resource Note
operationId: deleteNote
parameters:
- name: resourceType
in: path
description: resourceType
required: true
schema:
type: string
- name: resourceId
in: path
description: resourceId
required: true
schema:
type: integer
format: int64
- name: noteId
in: path
description: noteId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteResourceTypeResourceIdNotesNoteIdResponse'
/{resourceType}/{resourceId}/notes:
get:
tags:
- Notes
summary: Retrieve a Resource's description
description: "Retrieves a Resource's Notes\n\nNote: Notes are returned in descending\
\ createOn order.\n\nExample Requests:\n\nclients/2/notes\n\n\ngroups/2/notes?fields=note,createdOn,createdByUsername"
operationId: retrieveNotesByResource
parameters:
- name: resourceType
in: path
description: resourceType
required: true
schema:
type: string
- name: resourceId
in: path
description: resourceId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetResourceTypeResourceIdNotesResponse'
post:
tags:
- Notes
summary: Add a Resource Note
description: |-
Adds a new note to a supported resource.
Example Requests:
clients/1/notes
groups/1/notes
operationId: addNewNote
parameters:
- name: resourceType
in: path
description: resourceType
required: true
schema:
type: string
- name: resourceId
in: path
description: resourceId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostResourceTypeResourceIdNotesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostResourceTypeResourceIdNotesResponse'
/paymenttypes:
get:
tags:
- Payment Type
summary: Retrieve all Payment Types
description: Retrieve list of payment types
operationId: getAllPaymentTypes
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetPaymentTypesResponse'
post:
tags:
- Payment Type
summary: Create a Payment Type
description: "Creates a new Payment type\n\nMandatory Fields: name\n\nOptional\
\ Fields: Description, isCashPayment,Position"
operationId: createPaymentType
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostPaymentTypesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostPaymentTypesResponse'
/paymenttypes/{paymentTypeId}:
get:
tags:
- Payment Type
summary: Retrieve a Payment Type
description: Retrieves a payment type
operationId: retrieveOnePaymentType
parameters:
- name: paymentTypeId
in: path
description: paymentTypeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetPaymentTypesPaymentTypeIdResponse'
put:
tags:
- Payment Type
summary: Update a Payment Type
description: Updates a Payment Type
operationId: updatePaymentType
parameters:
- name: paymentTypeId
in: path
description: paymentTypeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutPaymentTypesPaymentTypeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutPaymentTypesPaymentTypeIdResponse'
delete:
tags:
- Payment Type
summary: Delete a Payment Type
description: Deletes payment type
operationId: deleteCode_1
parameters:
- name: paymentTypeId
in: path
description: paymentTypeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeletePaymentTypesPaymentTypeIdResponse'
/products/{type}/{productId}:
get:
summary: Retrieve a Share Product
description: |-
Retrieves a Share Product
Example Requests:
products/share/1
products/share/1?template=true
operationId: retrieveProduct
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
- name: type
in: path
description: type
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetProductsTypeProductIdResponse'
put:
summary: Update a Share Product
description: Updates a Share Product
operationId: updateProduct
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutProductsTypeProductIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutProductsTypeProductIdResponse'
post:
operationId: handleCommands_3
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/products/{type}/template:
get:
operationId: retrieveTemplate_12
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/products/{type}:
get:
summary: List Share Products
description: "Lists Share Products\n\nMandatory Fields: limit, offset\n\nExample\
\ Requests:\n\nshareproducts"
operationId: retrieveAllProducts
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetProductsTypeResponse'
post:
summary: Create a Share Product
description: "Creates a Share Product\n\nMandatory Fields: name, shortName,\
\ description, currencyCode, digitsAfterDecimal,inMultiplesOf, locale, totalShares,\
\ unitPrice, nominalShares,allowDividendCalculationForInactiveClients,accountingRule\n\
\nMandatory Fields for Cash based accounting (accountingRule = 2): shareReferenceId,\
\ shareSuspenseId, shareEquityId, incomeFromFeeAccountId\n\nOptional Fields:\
\ sharesIssued, minimumShares, maximumShares, minimumActivePeriodForDividends,\
\ minimumactiveperiodFrequencyType, lockinPeriodFrequency, lockinPeriodFrequencyType,\
\ marketPricePeriods, chargesSelected"
operationId: createProduct
parameters:
- name: type
in: path
description: type
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostProductsTypeRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostProductsTypeResponse'
/rates/{rateId}:
get:
operationId: retrieveRate
parameters:
- name: rateId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
operationId: updateRate
parameters:
- name: rateId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/rates:
get:
operationId: getAllRates
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: createRate
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/{savingsId}/onholdtransactions:
get:
operationId: retrieveAll_27
parameters:
- name: savingsId
in: path
required: true
schema:
type: integer
format: int64
- name: guarantorFundingId
in: query
schema:
type: integer
format: int64
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/fixeddepositaccounts/{fixedDepositAccountId}/transactions/{transactionId}:
get:
operationId: retrieveOne_16
parameters:
- name: fixedDepositAccountId
in: path
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: adjustTransaction
parameters:
- name: fixedDepositAccountId
in: path
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/fixeddepositaccounts/{fixedDepositAccountId}/transactions/template:
get:
operationId: retrieveTemplate_13
parameters:
- name: fixedDepositAccountId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/fixeddepositaccounts/{fixedDepositAccountId}/transactions:
post:
operationId: transaction
parameters:
- name: fixedDepositAccountId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/fixeddepositaccounts/template:
get:
tags:
- Fixed Deposit Account
summary: Retrieve Fixed Deposit Account Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for fixed deposit applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value ListsExample Requests:
fixeddepositaccounts/template?clientId=1
operationId: template_12
parameters:
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: groupId
in: query
description: groupId
schema:
type: integer
format: int64
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetFixedDepositAccountsTemplateResponse'
/fixeddepositaccounts:
get:
tags:
- Fixed Deposit Account
summary: List Fixed deposit applications/accounts
description: |-
Lists Fixed Deposit Accounts
Example Requests:
fixeddepositaccounts
fixeddepositaccounts?fields=name
operationId: retrieveAll_28
parameters:
- name: paged
in: query
description: paged
schema:
type: boolean
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetFixedDepositAccountsResponse'
post:
tags:
- Fixed Deposit Account
summary: Submit new fixed deposit application
description: "Submits a new fixed deposit applicationMandatory Fields: clientId\
\ or groupId, productId, submittedOnDate, depositAmount, depositPeriod, depositPeriodFrequencyId\n\
\nOptional Fields: accountNo, externalId, fieldOfficerId,linkAccountId(if\
\ provided initial deposit amount will be collected from this account),transferInterestToSavings(By\
\ enabling this flag all interest postings will be transferred to linked saving\
\ account )"
operationId: submitApplication
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFixedDepositAccountsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostFixedDepositAccountsResponse'
/fixeddepositaccounts/{accountId}/template:
get:
tags:
- Fixed Deposit Account
operationId: accountClosureTemplate
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/fixeddepositaccounts/downloadtemplate:
get:
tags:
- Fixed Deposit Account
operationId: getFixedDepositTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/fixeddepositaccounts/uploadtemplate:
post:
tags:
- Fixed Deposit Account
operationId: postFixedDepositTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/fixeddepositaccounts/transaction/downloadtemplate:
get:
tags:
- Fixed Deposit Account
operationId: getFixedDepositTransactionTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/fixeddepositaccounts/transaction/uploadtemplate:
post:
tags:
- Fixed Deposit Account
operationId: postFixedDepositTransactionTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/fixeddepositaccounts/{accountId}:
get:
tags:
- Fixed Deposit Account
summary: Retrieve a fixed deposit application/account
description: |-
Retrieves a fixed deposit application/account
Example Requests :
fixeddepositaccounts/1
fixeddepositaccounts/1?associations=all
operationId: retrieveOne_17
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetFixedDepositAccountsAccountIdResponse'
put:
tags:
- Fixed Deposit Account
summary: Modify a fixed deposit application
description: "Fixed deposit application can only be modified when in 'Submitted\
\ and pending approval' state. Once the application is approved, the details\
\ cannot be changed using this method. Specific api endpoints will be created\
\ to allow change of interest detail such as rate, compounding period, posting\
\ period etc"
operationId: update_14
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutFixedDepositAccountsAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutFixedDepositAccountsAccountIdResponse'
post:
tags:
- Fixed Deposit Account
summary: Approve fixed deposit application | Undo approval fixed deposit application
| Reject fixed deposit application | Withdraw fixed deposit application |
Activate a fixed deposit account | Close a fixed deposit account | Premature
Close a fixed deposit account | Calculate Premature amount on Fixed deposit
account | Calculate Interest on Fixed Deposit Account | Post Interest on Fixed
Deposit Account
description: |-
Approve fixed deposit application:
Approves fixed deposit application so long as its in 'Submitted and pending approval' state.
Undo approval fixed deposit application:
Will move 'approved' fixed deposit application back to 'Submitted and pending approval' state.
Reject fixed deposit application:
Rejects fixed deposit application so long as its in 'Submitted and pending approval' state.
Withdraw fixed deposit application:
Used when an applicant withdraws from the fixed deposit application. It must be in 'Submitted and pending approval' state.
Close a fixed deposit account:
Results in a Matured fixed deposit account being converted into a 'closed' fixed deposit account.
Premature Close a fixed deposit account:
Results in an Active fixed deposit account being converted into a 'Premature Closed' fixed deposit account with options to withdraw prematured amount. (premature amount is calculated using interest rate chart applicable along with penal interest if any.)
Calculate Premature amount on Fixed deposit account:
Calculate premature amount on fixed deposit account till premature close date. Premature amount is calculated based on interest chart and penal interest applicable.
Calculate Interest on Fixed Deposit Account:
Calculates interest earned on a fixed deposit account based on todays date. It does not attempt to post or credit the interest on the account. That is responsibility of the Post Interest API that will likely be called by overnight process.
Post Interest on Fixed Deposit Account:
Calculates and Posts interest earned on a fixed deposit account based on today's date and whether an interest posting or crediting event is due.
Showing request/response for Calculate Interest on Fixed Deposit Account
operationId: handleCommands_4
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFixedDepositAccountsAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostFixedDepositAccountsAccountIdResponse'
delete:
tags:
- Fixed Deposit Account
summary: Delete a fixed deposit application
description: "At present we support hard delete of fixed deposit application\
\ so long as its in 'Submitted and pending approval' state. One the application\
\ is moves past this state, it is not possible to do a 'hard' delete of the\
\ application or the account. An API endpoint will be added to close/de-activate\
\ the fixed deposit account."
operationId: delete_14
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteFixedDepositAccountsAccountIdResponse'
/fixeddepositproducts:
get:
tags:
- Fixed Deposit Product
summary: List Fixed Deposit Products
description: |-
Lists Fixed Deposit Products
Example Requests:
fixeddepositproducts
fixeddepositproducts?fields=name
operationId: retrieveAll_29
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetFixedDepositProductsResponse'
post:
tags:
- Fixed Deposit Product
summary: Create a Fixed Deposit Product
description: "Creates a Fixed Deposit Product\n\nMandatory Fields: name, shortName,\
\ description, currencyCode, digitsAfterDecimal,inMultiplesOf, interestCompoundingPeriodType,\
\ interestCalculationType, interestCalculationDaysInYearType, minDepositTerm,\
\ minDepositTermTypeId, accountingRule\n\nOptional Fields: lockinPeriodFrequency,\
\ lockinPeriodFrequencyType, maxDepositTerm, maxDepositTermTypeId, inMultiplesOfDepositTerm,\
\ inMultiplesOfDepositTermTypeId, preClosurePenalApplicable, preClosurePenalInterest,\
\ preClosurePenalInterestOnTypeId, feeToIncomeAccountMappings, penaltyToIncomeAccountMappings,\
\ charges, charts, , withHoldTax, taxGroupId\n\n\nMandatory Fields for Cash\
\ based accounting (accountingRule = 2): savingsReferenceAccountId, savingsControlAccountId,\
\ interestOnSavingsAccountId, incomeFromFeeAccountId, transfersInSuspenseAccountId,\
\ incomeFromPenaltyAccountId"
operationId: create_10
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostFixedDepositProductsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostFixedDepositProductsResponse'
/fixeddepositproducts/template:
get:
tags:
- Fixed Deposit Product
operationId: retrieveTemplate_14
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/fixeddepositproducts/{productId}:
get:
tags:
- Fixed Deposit Product
summary: Retrieve a Fixed Deposit Product
description: "Retrieves a Fixed Deposit Product\n\nExample Requests:\n\nfixeddepositproducts/1\n\
\n\nfixeddepositproducts/1?template=true\n\n\nfixeddepositproducts/1?fields=name,description"
operationId: retrieveOne_18
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetFixedDepositProductsProductIdResponse'
put:
tags:
- Fixed Deposit Product
summary: Update a Fixed Deposit Product
description: Updates a Fixed Deposit Product
operationId: update_15
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutFixedDepositProductsProductIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutFixedDepositProductsProductIdResponse'
delete:
tags:
- Fixed Deposit Product
summary: Delete a Fixed Deposit Product
description: Deletes a Fixed Deposit Product
operationId: delete_15
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteFixedDepositProductsProductIdResponse'
/recurringdepositaccounts/{recurringDepositAccountId}/transactions/template:
get:
tags:
- Recurring Deposit Account Transactions
summary: Retrieve Recurring Deposit Account Transaction Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
recurringdepositaccounts/1/transactions/template?command=deposit
recurringdepositaccounts/1/transactions/template?command=withdrawal
operationId: retrieveTemplate_15
parameters:
- name: recurringDepositAccountId
in: path
description: recurringDepositAccountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetRecurringDepositAccountsRecurringDepositAccountIdTransactionsTemplateResponse'
/recurringdepositaccounts/{recurringDepositAccountId}/transactions/{transactionId}:
get:
tags:
- Recurring Deposit Account Transactions
summary: Retrieve Recurring Deposit Account Transaction
description: |-
Retrieves Recurring Deposit Account Transaction
Example Requests:
recurringdepositaccounts/1/transactions/1
operationId: retrieveOne_19
parameters:
- name: recurringDepositAccountId
in: path
description: recurringDepositAccountId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetRecurringDepositAccountsRecurringDepositAccountIdTransactionsTransactionIdResponse'
post:
tags:
- Recurring Deposit Account Transactions
summary: Adjust Transaction | Undo transaction
description: |-
Adjust Transaction:
This command modifies the given transaction.
Undo transaction:
This command reverses the given transaction.
Showing request/response for 'Adjust Transaction'
operationId: handleTransactionCommands
parameters:
- name: recurringDepositAccountId
in: path
description: recurringDepositAccountId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsRecurringDepositAccountIdTransactionsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsRecurringDepositAccountIdTransactionsTransactionIdResponse'
/recurringdepositaccounts/{recurringDepositAccountId}/transactions:
post:
tags:
- Recurring Deposit Account Transactions
summary: Deposit Transaction | Withdrawal Transaction
description: |-
Deposit Transaction:
Used for a deposit transaction
Withdrawal Transaction:
Used for a Withdrawal Transaction
Showing request/response for Deposit Transaction
operationId: transaction_1
parameters:
- name: recurringDepositAccountId
in: path
description: recurringDepositAccountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsRecurringDepositAccountIdTransactionsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsRecurringDepositAccountIdTransactionsResponse'
/recurringdepositaccounts/template:
get:
tags:
- Recurring Deposit Account
summary: Retrieve recurring Deposit Account Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for recurring deposit applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
recurringdepositaccounts/template?clientId=1
recurringdepositaccounts/template?clientId=1&productId=1
operationId: template_13
parameters:
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: groupId
in: query
description: groupId
schema:
type: integer
format: int64
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetRecurringDepositAccountsTemplateResponse'
/recurringdepositaccounts:
get:
tags:
- Recurring Deposit Account
summary: List Recurring deposit applications/accounts
description: |-
Lists Recurring deposit applications/accounts
Example Requests:
recurringdepositaccounts
recurringdepositaccounts?fields=name
operationId: retrieveAll_30
parameters:
- name: paged
in: query
description: paged
schema:
type: boolean
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetRecurringDepositAccountsResponse'
post:
tags:
- Recurring Deposit Account
summary: Submit new recurring deposit application
description: "Submits new recurring deposit application\n\nMandatory Fields:\
\ clientId or groupId, productId, submittedOnDate, depositAmount, depositPeriod,\
\ depositPeriodFrequencyId\n\nOptional Fields: accountNo, externalId, fieldOfficerId,linkAccountId(if\
\ provided initial deposit amount will be collected from this account),transferInterestToSavings(By\
\ enabling this flag all interest postings will be transferred to linked saving\
\ account )\n\nInherited from Product (if not provided): interestCompoundingPeriodType,\
\ interestCalculationType, interestCalculationDaysInYearType, lockinPeriodFrequency,\
\ lockinPeriodFrequencyType, preClosurePenalApplicable, preClosurePenalInterest,\
\ preClosurePenalInterestOnTypeId, charts, withHoldTax"
operationId: submitApplication_1
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsResponse'
/recurringdepositaccounts/transactions/uploadtemplate:
post:
tags:
- Recurring Deposit Account
operationId: postRecurringDepositTransactionsTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/recurringdepositaccounts/downloadtemplate:
get:
tags:
- Recurring Deposit Account
operationId: getRecurringDepositTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/recurringdepositaccounts/uploadtemplate:
post:
tags:
- Recurring Deposit Account
operationId: postRecurringDepositTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/recurringdepositaccounts/transactions/downloadtemplate:
get:
tags:
- Recurring Deposit Account
operationId: getRecurringDepositTransactionTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/recurringdepositaccounts/{accountId}/template:
get:
tags:
- Recurring Deposit Account
operationId: accountClosureTemplate_1
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/recurringdepositaccounts/{accountId}:
get:
tags:
- Recurring Deposit Account
summary: Retrieve a recurring deposit application/account
description: |-
Retrieves a recurring deposit application/account
Example Requests :
recurringdepositaccounts/1
recurringdepositaccounts/1?associations=all
operationId: retrieveOne_20
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetRecurringDepositAccountsAccountIdResponse'
put:
tags:
- Recurring Deposit Account
summary: Modify a recurring deposit application
description: "Recurring deposit application can only be modified when in 'Submitted\
\ and pending approval' state. Once the application is approved, the details\
\ cannot be changed using this method. Specific api endpoints will be created\
\ to allow change of interest detail such as rate, compounding period, posting\
\ period etc"
operationId: update_16
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutRecurringDepositAccountsAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutRecurringDepositAccountsAccountIdResponse'
post:
tags:
- Recurring Deposit Account
summary: Approve recurring deposit application | Undo approval recurring deposit
application | Reject recurring deposit application | Withdraw recurring deposit
application | Activate a recurring deposit account | Update the recommended
deposit amount for a recurring deposit account | Close a recurring deposit
account | Premature Close a recurring deposit account | Calculate Premature
amount on Recurring deposit account | Calculate Interest on recurring Deposit
Account | Post Interest on recurring Deposit Account
description: |-
Approve recurring deposit application:
Approves recurring deposit application so long as its in 'Submitted and pending approval' state.
Undo approval recurring deposit application:
Will move 'approved' recurring deposit application back to 'Submitted and pending approval' state.
Reject recurring deposit application
Rejects recurring deposit application so long as its in 'Submitted and pending approval' state.
Withdraw recurring deposit application:
Used when an applicant withdraws from the recurring deposit application. It must be in 'Submitted and pending approval' state.
Activate a recurring deposit account:
Results in an approved recurring deposit application being converted into an 'active' recurring deposit account.
Update the recommended deposit amount for a recurring deposit account:
Updates the recommended deposit amount for a RD account as on the effective date.
Close a recurring deposit account
Results in a Matured recurring deposit account being converted into a 'closed' recurring deposit account.
On account close allowed actions are.Premature Close a recurring deposit account:
Results in an Active recurring deposit account being converted into a 'Premature Closed' recurring deposit account with options to withdraw prematured amount. (premature amount is calculated using interest rate chart applicable along with penal interest if any.)
On account premature closure allowed actions are.
Calculate Premature amount on Recurring deposit account:
Calculate premature amount on recurring deposit till premature close date. Premature amount is calculated based on interest chart and penal interest applicable if any.
Calculate Interest on recurring Deposit Account:
Calculates interest earned on a recurring deposit account based on todays date. It does not attempt to post or credit the interest on the account. That is responsibility of the Post Interest API that will likely be called by overnight process.
Post Interest on recurring Deposit Account:
Calculates and Posts interest earned on a recurring deposit account based on todays date and whether an interest posting or crediting event is due.
Showing request/response for 'Post Interest on recurring Deposit Account'
operationId: handleCommands_5
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositAccountsAccountIdResponse'
delete:
tags:
- Recurring Deposit Account
summary: Delete a recurring deposit application
description: "At present we support hard delete of recurring deposit application\
\ so long as its in 'Submitted and pending approval' state. One the application\
\ is moves past this state, it is not possible to do a 'hard' delete of the\
\ application or the account. An API endpoint will be added to close/de-activate\
\ the recurring deposit account."
operationId: delete_16
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteRecurringDepositAccountsResponse'
/recurringdepositproducts:
get:
tags:
- Recurring Deposit Product
summary: List Recuring Deposit Products
description: |-
Lists Recuring Deposit Products
Example Requests:
recurringdepositproducts
recurringdepositproducts?fields=name
operationId: retrieveAll_31
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetRecurringDepositProductsResponse'
post:
tags:
- Recurring Deposit Product
summary: Create a Recurring Deposit Product
description: "Creates a Recurring Deposit Product\n\nMandatory Fields: name,\
\ shortName, description, currencyCode, digitsAfterDecimal,inMultiplesOf,\
\ interestCompoundingPeriodType, interestCalculationType, interestCalculationDaysInYearType,\
\ minDepositTerm, minDepositTermTypeId, recurringDepositFrequency, recurringDepositFrequencyTypeId,\
\ accountingRule, depositAmount\n\nMandatory Fields for Cash based accounting\
\ (accountingRule = 2): savingsReferenceAccountId, savingsControlAccountId,\
\ interestOnSavingsAccountId, incomeFromFeeAccountId, transfersInSuspenseAccountId,\
\ incomeFromPenaltyAccountId\n\nOptional Fields: lockinPeriodFrequency, lockinPeriodFrequencyType,\
\ maxDepositTerm, maxDepositTermTypeId, inMultiplesOfDepositTerm, inMultiplesOfDepositTermTypeId,\
\ preClosurePenalApplicable, preClosurePenalInterest, preClosurePenalInterestOnTypeId,\
\ feeToIncomeAccountMappings, penaltyToIncomeAccountMappings, charges, charts,\
\ minDepositAmount, maxDepositAmount, withHoldTax, taxGroupId"
operationId: create_11
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositProductsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostRecurringDepositProductsResponse'
/recurringdepositproducts/template:
get:
tags:
- Recurring Deposit Product
operationId: retrieveTemplate_16
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/recurringdepositproducts/{productId}:
get:
tags:
- Recurring Deposit Product
summary: Retrieve a Recurring Deposit Product
description: "Retrieves a Recurring Deposit Product\n\nExample Requests:\n\n\
recurringdepositproducts/1\n\n\nrecurringdepositproducts/1?template=true\n\
\n\nrecurringdepositproducts/1?fields=name,description"
operationId: retrieveOne_21
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetRecurringDepositProductsProductIdResponse'
put:
tags:
- Recurring Deposit Product
summary: Update a Recurring Deposit Product
description: Updates a Recurring Deposit Product
operationId: update_17
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutRecurringDepositProductsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutRecurringDepositProductsResponse'
delete:
tags:
- Recurring Deposit Product
summary: Delete a Recurring Deposit Product
description: Deletes a Recurring Deposit Product
operationId: delete_17
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteRecurringDepositProductsProductIdResponse'
/savingsaccounts/{savingsAccountId}/charges:
get:
tags:
- Savings Charges
summary: List Savings Charges
description: "Lists Savings Charges\n\nExample Requests:\n\nsavingsaccounts/1/charges\n\
\nsavingsaccounts/1/charges?chargeStatus=all\n\nsavingsaccounts/1/charges?chargeStatus=inactive\n\
\nsavingsaccounts/1/charges?chargeStatus=active\n\nsavingsaccounts/1/charges?fields=name,amountOrPercentage"
operationId: retrieveAllSavingsAccountCharges
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetSavingsAccountsSavingsAccountIdChargesResponse'
post:
tags:
- Savings Charges
summary: Create a Savings account Charge
description: "Creates a Savings account Charge\n\nMandatory Fields for Savings\
\ account Charges: chargeId, amount\n\nchargeId, amount, dueDate, dateFormat,\
\ locale\n\nchargeId, amount, feeOnMonthDay, monthDayFormat, locale"
operationId: addSavingsAccountCharge
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsSavingsAccountIdChargesRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsSavingsAccountIdChargesResponse'
/savingsaccounts/{savingsAccountId}/charges/{savingsAccountChargeId}:
get:
tags:
- Savings Charges
summary: Retrieve a Savings account Charge
description: "Retrieves a Savings account Charge\n\nExample Requests:\n\n/savingsaccounts/1/charges/5\n\
\n\n/savingsaccounts/1/charges/5?fields=name,amountOrPercentage"
operationId: retrieveSavingsAccountCharge
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
- name: savingsAccountChargeId
in: path
description: savingsAccountChargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsAccountsSavingsAccountIdChargesSavingsAccountChargeIdResponse'
put:
tags:
- Savings Charges
summary: Update a Savings account Charge
description: Currently Savings account Charges may be updated only if the Savings
account is not yet approved.
operationId: updateSavingsAccountCharge
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
- name: savingsAccountChargeId
in: path
description: savingsAccountChargeId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutSavingsAccountsSavingsAccountIdChargesSavingsAccountChargeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutSavingsAccountsSavingsAccountIdChargesSavingsAccountChargeIdResponse'
post:
tags:
- Savings Charges
summary: Pay a Savings account Charge | Waive off a Savings account Charge |
Inactivate a Savings account Charge
description: "Pay a Savings account Charge:\n\nAn active charge will be paid\
\ when savings account is active and having sufficient balance.\n\nWaive off\
\ a Savings account Charge:\n\nOutstanding charge amount will be waived off.\n\
\nInactivate a Savings account Charge:\n\nA charge will be allowed to inactivate\
\ when savings account is active and not having any dues as of today. If charge\
\ is overpaid, corresponding charge payment transactions will be reversed.\n\
\nShowing request/response for 'Pay a Savings account Charge'"
operationId: payOrWaiveSavingsAccountCharge
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
- name: savingsAccountChargeId
in: path
description: savingsAccountChargeId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsSavingsAccountIdChargesSavingsAccountChargeIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsSavingsAccountIdChargesSavingsAccountChargeIdResponse'
delete:
tags:
- Savings Charges
summary: Delete a Savings account Charge
description: "Note: Currently, A Savings account Charge may only be removed\
\ from Savings that are not yet approved."
operationId: deleteSavingsAccountCharge
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
- name: savingsAccountChargeId
in: path
description: savingsAccountChargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteSavingsAccountsSavingsAccountIdChargesSavingsAccountChargeIdResponse'
/savingsaccounts/{savingsAccountId}/charges/template:
get:
tags:
- Savings Charges
summary: Retrieve Savings Charges Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
savingsaccounts/1/charges/template
operationId: retrieveTemplate_17
parameters:
- name: savingsAccountId
in: path
description: savingsAccountId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsAccountsSavingsAccountIdChargesTemplateResponse'
/savingsaccounts/{savingsId}/transactions/{transactionId}:
get:
operationId: retrieveOne_22
parameters:
- name: savingsId
in: path
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
operationId: adjustTransaction_1
parameters:
- name: savingsId
in: path
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/{savingsId}/transactions/template:
get:
operationId: retrieveTemplate_18
parameters:
- name: savingsId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/{savingsId}/transactions:
post:
operationId: transaction_2
parameters:
- name: savingsId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/template:
get:
tags:
- Savings Account
summary: Retrieve Savings Account Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed Value Lists
Example Requests:
savingsaccounts/template?clientId=1
savingsaccounts/template?clientId=1&productId=1
operationId: template_14
parameters:
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: groupId
in: query
description: groupId
schema:
type: integer
format: int64
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsAccountsTemplateResponse'
/savingsaccounts:
get:
tags:
- Savings Account
summary: List savings applications/accounts
description: |-
Lists savings applications/accounts
Example Requests:
savingsaccounts
savingsaccounts?fields=name
operationId: retrieveAll_32
parameters:
- name: sqlSearch
in: query
description: sqlSearch
schema:
type: string
- name: externalId
in: query
description: externalId
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsAccountsResponse'
post:
tags:
- Savings Account
summary: Submit new savings application
description: "Submits new savings application\n\nMandatory Fields: clientId\
\ or groupId, productId, submittedOnDate\n\nOptional Fields: accountNo, externalId,\
\ fieldOfficerId\n\nInherited from Product (if not provided): nominalAnnualInterestRate,\
\ interestCompoundingPeriodType, interestCalculationType, interestCalculationDaysInYearType,\
\ minRequiredOpeningBalance, lockinPeriodFrequency, lockinPeriodFrequencyType,\
\ withdrawalFeeForTransfers, allowOverdraft, overdraftLimit, withHoldTax\n\
\nAdditional Mandatory Field if Entity-Datatable Check is enabled for the\
\ entity of type Savings: datatables"
operationId: submitApplication_2
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsResponse'
/savingsaccounts/gsim:
post:
tags:
- Savings Account
operationId: submitGSIMApplication
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/downloadtemplate:
get:
tags:
- Savings Account
operationId: getSavingsTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/savingsaccounts/uploadtemplate:
post:
tags:
- Savings Account
operationId: postSavingsTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/savingsaccounts/transactions/downloadtemplate:
get:
tags:
- Savings Account
operationId: getSavingsTransactionTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/savingsaccounts/transactions/uploadtemplate:
post:
tags:
- Savings Account
operationId: postSavingsTransactionTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/savingsaccounts/gsim/{parentAccountId}:
put:
tags:
- Savings Account
operationId: updateGsim
parameters:
- name: parentAccountId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/gsimcommands/{parentAccountId}:
post:
tags:
- Savings Account
operationId: handleGSIMCommands
parameters:
- name: parentAccountId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/savingsaccounts/{accountId}:
get:
tags:
- Savings Account
summary: Retrieve a savings application/account
description: |-
Retrieves a savings application/account
Example Requests :
savingsaccounts/1
savingsaccounts/1?associations=all
operationId: retrieveOne_23
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: staffInSelectedOfficeOnly
in: query
description: staffInSelectedOfficeOnly
schema:
type: boolean
default: false
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsAccountsAccountIdResponse'
put:
tags:
- Savings Account
summary: Modify a savings application | Modify savings account withhold tax
applicability
description: "Modify a savings application:\n\nSavings application can only\
\ be modified when in 'Submitted and pending approval' state. Once the application\
\ is approved, the details cannot be changed using this method. Specific api\
\ endpoints will be created to allow change of interest detail such as rate,\
\ compounding period, posting period etc\n\nModify savings account withhold\
\ tax applicability:\n\nSavings application's withhold tax can be modified\
\ when in 'Active' state. Once the application is activated, can modify the\
\ account withhold tax to post tax or vice-versaShowing request/response for\
\ 'Modify a savings application'"
operationId: update_18
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutSavingsAccountsAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutSavingsAccountsAccountIdResponse'
post:
tags:
- Savings Account
summary: Approve savings application | Undo approval savings application | Assign
Savings Officer | Unassign Savings Officer | Reject savings application |
Withdraw savings application | Activate a savings account | Close a savings
account | Calculate Interest on Savings Account | Post Interest on Savings
Account | Block Savings Account | Unblock Savings Account | Block Savings
Account Credit transactions | Unblock Savings Account Credit transactions
| Block Savings Account Debit transactions | Unblock Savings Account debit
transactions
description: "Approve savings application:\n\nApproves savings application so\
\ long as its in 'Submitted and pending approval' state.\n\nUndo approval\
\ savings application:\n\nWill move 'approved' savings application back to\
\ 'Submitted and pending approval' state.\n\nAssign Savings Officer:\n\nAllows\
\ you to assign Savings Officer for existing Savings Account.\n\nUnassign\
\ Savings Officer:\n\nAllows you to unassign the Savings Officer.\n\nReject\
\ savings application:\n\nRejects savings application so long as its in 'Submitted\
\ and pending approval' state.\n\nWithdraw savings application:\n\nUsed when\
\ an applicant withdraws from the savings application. It must be in 'Submitted\
\ and pending approval' state.\n\nActivate a savings account:\n\nResults in\
\ an approved savings application being converted into an 'active' savings\
\ account.\n\nClose a savings account:\n\nResults in an Activated savings\
\ application being converted into an 'closed' savings account.\n\nclosedOnDate\
\ is closure date of savings account\n\nwithdrawBalance is a boolean description,\
\ true value of this field performs a withdrawal transaction with account's\
\ running balance.\n\nMandatory Fields: dateFormat,locale,closedOnDate\n\n\
Optional Fields: note, withdrawBalance, paymentTypeId, accountNumber, checkNumber,\
\ routingCode, receiptNumber, bankNumber\n\nCalculate Interest on Savings\
\ Account:\n\nCalculates interest earned on a savings account based on todays\
\ date. It does not attempt to post or credit the interest on the account.\
\ That is responsibility of the Post Interest API that will likely be called\
\ by overnight process.\n\nPost Interest on Savings Account:\n\nCalculates\
\ and Posts interest earned on a savings account based on today's date and\
\ whether an interest posting or crediting event is due.\n\nBlock Savings\
\ Account:\n\nBlocks Savings account from all types of credit and debit transactions\n\
\nUnblock Savings Account:\n\nUnblock a blocked account. On unblocking account,\
\ user can perform debit and credit transactions\n\nBlock Savings Account\
\ Credit transactions:\n\nSavings account will be blocked from all types of\
\ credit transactions.\n\nUnblock Savings Account Credit transactions:\n\n\
It unblocks the Saving account's credit operations. Now all types of credits\
\ can be transacted to Savings account\n\nBlock Savings Account Debit transactions:\n\
\nAll types of debit operations from Savings account wil be blocked\n\nUnblock\
\ Savings Account debit transactions:\n\nIt unblocks the Saving account's\
\ debit operations. Now all types of debits can be transacted from Savings\
\ account\n\nShowing request/response for 'Unassign Savings Officer'"
operationId: handleCommands_6
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsAccountIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsAccountsAccountIdResponse'
delete:
tags:
- Savings Account
summary: Delete a savings application
description: "At present we support hard delete of savings application so long\
\ as its in 'Submitted and pending approval' state. One the application is\
\ moves past this state, it is not possible to do a 'hard' delete of the application\
\ or the account. An API endpoint will be added to close/de-activate the savings\
\ account."
operationId: delete_18
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteSavingsAccountsAccountIdResponse'
/savingsproducts:
get:
tags:
- Savings Product
summary: List Savings Products
description: |-
Lists Savings Products
Example Requests:
savingsproducts
savingsproducts?fields=name
operationId: retrieveAll_33
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetSavingsProductsResponse'
post:
tags:
- Savings Product
summary: Create a Savings Product
description: "Creates a Savings Product\n\nMandatory Fields: name, shortName,\
\ description, currencyCode, digitsAfterDecimal,inMultiplesOf, nominalAnnualInterestRate,\
\ interestCompoundingPeriodType, interestCalculationType, interestCalculationDaysInYearType,accountingRule\n\
\nMandatory Fields for Cash based accounting (accountingRule = 2): savingsReferenceAccountId,\
\ savingsControlAccountId, interestOnSavingsAccountId, incomeFromFeeAccountId,\
\ transfersInSuspenseAccountId, incomeFromPenaltyAccountId\n\nOptional Fields:\
\ minRequiredOpeningBalance, lockinPeriodFrequency, lockinPeriodFrequencyType,\
\ withdrawalFeeForTransfers, paymentChannelToFundSourceMappings, feeToIncomeAccountMappings,\
\ penaltyToIncomeAccountMappings, charges, allowOverdraft, overdraftLimit,\
\ minBalanceForInterestCalculation,withHoldTax,taxGroupId"
operationId: create_12
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsProductsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSavingsProductsResponse'
/savingsproducts/template:
get:
tags:
- Savings Product
summary: Retrieve Savings Product Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
savingsproducts/template
operationId: retrieveTemplate_19
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsProductsTemplateResponse'
/savingsproducts/{productId}:
get:
tags:
- Savings Product
summary: Retrieve a Savings Product
description: "Retrieves a Savings Product\n\nExample Requests:\n\nsavingsproducts/1\n\
\nsavingsproducts/1?template=true\n\nsavingsproducts/1?fields=name,description"
operationId: retrieveOne_24
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSavingsProductsProductIdResponse'
put:
tags:
- Savings Product
summary: Update a Savings Product
description: Updates a Savings Product
operationId: update_19
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutSavingsProductsProductIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutSavingsProductsProductIdResponse'
delete:
tags:
- Savings Product
summary: Delete a Savings Product
description: Deletes a Savings Product
operationId: delete_19
parameters:
- name: productId
in: path
description: productId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteSavingsProductsProductIdResponse'
/search/advance:
post:
tags:
- Search API
summary: Adhoc query search
description: "AdHocQuery search has more search options, it is a POST request,\
\ it uses request body to send search parameters\n\n\nMandatory fields:entities\n\
\nOptional fields:loanStatus, loanProducts, offices, loanDateOption, loanFromDate,\
\ loanToDate, \nincludeOutStandingAmountPercentage, outStandingAmountPercentageCondition,\
\ \nminOutStandingAmountPercentage and maxOutStandingAmountPercentage OR outStandingAmountPercentage,\
\ \nincludeOutstandingAmount, outstandingAmountCondition, \nminOutstandingAmount\
\ and maxOutstandingAmount OR outstandingAmount"
operationId: advancedSearch
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostAdhocQuerySearchRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostAdhocQuerySearchResponse'
/search/template:
get:
tags:
- Search API
summary: Retrive Adhoc Search query template
description: |
Mandatory Fields
search?query=000000001
operationId: retrieveAdHocSearchQueryTemplate
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetSearchResponse'
/search:
get:
tags:
- Search API
summary: Search Resources
description: "Example Requests:\n\nsearch?query=000000001\n\n\nsearch?query=Petra&resource=clients,groups\n\
\n\nsearch?query=Petra&resource=clients,groups&exactMatch=true"
operationId: searchData
parameters:
- name: query
in: query
description: query
schema:
type: string
- name: resource
in: query
description: resource
schema:
type: string
- name: exactMatch
in: query
description: exactMatch
schema:
type: boolean
default: false
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetSearchResponse'
/self/accounttransfers/template:
get:
tags:
- Self Account transfer
summary: Retrieve Account Transfer Template
description: |
Returns list of loan/savings accounts that can be used for account transfer
Example Requests:
self/accounttransfers/template
operationId: template_15
parameters:
- name: type
in: query
schema:
type: string
default: ""
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetAccountTransferTemplateResponse'
/self/accounttransfers:
post:
tags:
- Self Account transfer
summary: Create new Transfer
description: |
Ability to create new transfer of monetary funds from one account to another.
Example Requests:
self/accounttransfers/
operationId: create_13
parameters:
- name: type
in: query
schema:
type: string
default: ""
requestBody:
content:
application/json:
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/PostNewTransferResponse'
/self/beneficiaries/tpt/template:
get:
tags:
- Self Third Party Transfer
summary: Beneficiary Third Party Transfer Template
description: |-
Returns Account Type enumerations. Self User is expected to know office name and account number to be able to add beneficiary.
Example Requests:
/self/beneficiaries/tpt/template
operationId: template_16
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfBeneficiariesTPTTemplateResponse'
/self/beneficiaries/tpt:
get:
tags:
- Self Third Party Transfer
summary: Get All TPT Beneficiary
description: |-
Api to get all third party beneficiary linked to current user.
Example Requests:
/self/beneficiaries/tpt
operationId: retrieveAll_34
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetSelfBeneficiariesTPTResponse'
post:
tags:
- Self Third Party Transfer
summary: Add TPT Beneficiary
description: "Api to add third party beneficiary linked to current user.\n\n\
Parameter Definitions\n\nname : Nick name for beneficiary, should be unique\
\ for an self service user\n\nofficeName : Office Name of beneficiary(not\
\ id)\n\naccountNumber : Account Number of beneficiary(not id)\n\ntransferLimit\
\ : Each transfer initiated to this account will not exceed this amount\n\n\
Example Requests:\n\n/self/beneficiaries/tpt\n\nMandatory Fields: name, officeName,\
\ accountNumber, accountType\n\nOptional Fields: transferLimit"
operationId: add
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfBeneficiariesTPTRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfBeneficiariesTPTResponse'
/self/beneficiaries/tpt/{beneficiaryId}:
put:
tags:
- Self Third Party Transfer
summary: Update TPT Beneficiary
description: "Api to update third party beneficiary linked to current user.\n\
\nExample Requests:\n\n/self/beneficiaries/tpt/{beneficiaryId}\n\nOptional\
\ Fields: name, transferLimit"
operationId: update_20
parameters:
- name: beneficiaryId
in: path
description: beneficiaryId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutSelfBeneficiariesTPTBeneficiaryIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutSelfBeneficiariesTPTBeneficiaryIdResponse'
delete:
tags:
- Self Third Party Transfer
summary: Delete TPT Beneficiary
description: "Api to delete third party beneficiary linked to current user.\n\
\nExample Requests:\n\n/self/beneficiaries/tpt/{beneficiaryId}"
operationId: delete_20
parameters:
- name: beneficiaryId
in: path
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteSelfBeneficiariesTPTBeneficiaryIdResponse'
/self/clients/{clientId}/images:
get:
tags:
- Self Client
summary: Retrieve Client Image
description: |-
Optional arguments are identical to those of Get Image associated with an Entity (Binary file)
Example Requests:
self/clients/1/images
operationId: retrieveImage_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: maxWidth
in: query
schema:
type: integer
format: int32
example: maxWidth
- name: maxHeight
in: query
schema:
type: integer
format: int32
example: maxHeight
- name: output
in: query
schema:
type: string
example: output
responses:
"200":
description: OK
post:
tags:
- Self Client
operationId: addNewClientImage_2
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
- name: Content-Length
in: header
schema:
type: integer
format: int64
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataBodyPart'
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
tags:
- Self Client
operationId: deleteClientImage_1
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/clients/{clientId}/obligeedetails:
get:
tags:
- Self Client
operationId: retrieveObligeeDetails_1
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/clients/{clientId}/accounts:
get:
tags:
- Self Client
summary: Retrieve client accounts overview
description: "An example of how a loan portfolio summary can be provided. This\
\ is requested in a specific use case of the community application.\nIt is\
\ quite reasonable to add resources like this to simplify User Interface development.\n\
\nExample Requests:\n\nself/clients/1/accounts\n\n\nself/clients/1/accounts?fields=loanAccounts,savingsAccounts"
operationId: retrieveAssociatedAccounts_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsClientIdAccountsResponse'
/self/clients:
get:
tags:
- Self Client
summary: List Clients associated to the user
description: "The list capability of clients can support pagination and sorting.\n\
\nExample Requests:\n\nself/clients\n\nself/clients?fields=displayName,officeName\n\
\nself/clients?offset=10&limit=50\n\nself/clients?orderBy=displayName&sortOrder=DESC"
operationId: retrieveAll_35
parameters:
- name: displayName
in: query
description: displayName
schema:
type: string
- name: firstName
in: query
description: firstName
schema:
type: string
- name: lastName
in: query
description: lastName
schema:
type: string
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: orderBy
in: query
description: orderBy
schema:
type: string
- name: sortOrder
in: query
description: sortOrder
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsResponse'
/self/clients/{clientId}/transactions:
get:
tags:
- Self Client
summary: List Client Transactions
description: |-
The list capability of client transaction can support pagination.
Example Requests:
self/clients/189/transactions
self/clients/189/transactions?offset=10&limit=50
operationId: retrieveAllClientTransactions_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsClientIdTransactionsResponse'
/self/clients/{clientId}/transactions/{transactionId}:
get:
tags:
- Self Client
summary: Retrieve a Client Transaction
description: "Retrieves a Client TransactionExample Requests:\n\nself/clients/1/transactions/1\n\
\n\nself/clients/1/transactions/1?fields=id,officeName"
operationId: retrieveClientTransaction_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsClientIdTransactionsTransactionIdResponse'
/self/clients/{clientId}/charges/{chargeId}:
get:
tags:
- Self Client
summary: Retrieve a Client Charge
description: "Retrieves a Client Charge\n\nExample Requests:\n\nself/clients/1/charges/1\n\
\n\nself/clients/1/charges/1?fields=name,id"
operationId: retrieveClientCharge_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsClientIdChargesChargeIdResponse'
/self/clients/{clientId}:
get:
tags:
- Self Client
summary: Retrieve a Client
description: "Retrieves a Client\n\nExample Requests:\n\nself/clients/1\n\n\
self/clients/1?fields=id,displayName,officeName"
operationId: retrieveOne_25
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsClientIdResponse'
/self/clients/{clientId}/charges:
get:
tags:
- Self Client
summary: List Client Charges
description: |-
The list capability of client charges supports pagination.
Example Requests:
self/clients/1/charges
self/clients/1/charges?offset=0&limit=5
operationId: retrieveAllClientCharges_1
parameters:
- name: clientId
in: path
description: clientId
required: true
schema:
type: integer
format: int64
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
- name: pendingPayment
in: query
description: pendingPayment
schema:
type: boolean
- name: limit
in: query
description: limit
schema:
type: integer
format: int32
- name: offset
in: query
description: offset
schema:
type: integer
format: int32
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfClientsClientIdChargesResponse'
/self/loans/template:
get:
tags:
- Self Loans
summary: Retrieve Loan Details Template
description: |-
Retrieves Loan Details Template
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Requests:
self/loans/template?templateType=individual&clientId=1
self/loans/template?templateType=individual&clientId=1&productId=1
operationId: template_17
parameters:
- name: clientId
in: query
description: clientId
schema:
type: integer
format: int64
- name: productId
in: query
description: productId
schema:
type: integer
format: int64
- name: templateType
in: query
description: templateType
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfLoansTemplateResponse'
/self/loans/{loanId}/guarantors:
get:
tags:
- Self Loans
operationId: retrieveGuarantorDetails_2
parameters:
- name: loanId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/loans/{loanId}:
get:
tags:
- Self Loans
summary: Retrieve a Loan
description: "Retrieves a Loan\n\nExample Requests:\n\nself/loans/1\n\n\nself/loans/1?fields=id,principal,annualInterestRate\n\
\n\nself/loans/1?fields=id,principal,annualInterestRate&associations=repaymentSchedule,transactions"
operationId: retrieveLoan_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfLoansLoanIdResponse'
put:
tags:
- Self Loans
summary: Update a Loan Application
description: "Loan application can only be modified when in 'Submitted and pending\
\ approval' state. Once the application is approved, the details cannot be\
\ changed using this method."
operationId: modifyLoanApplication_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutSelfLoansLoanIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutSelfLoansLoanIdResponse'
post:
tags:
- Self Loans
summary: Applicant Withdraws from Loan Application
description: "Applicant Withdraws from Loan Application\n\nMandatory Fields:\
\ withdrawnOnDate"
operationId: stateTransitions_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfLoansLoanIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfLoansLoanIdResponse'
/self/loans/{loanId}/transactions/{transactionId}:
get:
tags:
- Self Loans
summary: Retrieve a Loan Transaction Details
description: |-
Retrieves a Loan Transaction DetailsExample Request:
self/loans/5/transactions/3
operationId: retrieveTransaction_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfLoansLoanIdTransactionsTransactionIdResponse'
/self/loans:
post:
tags:
- Self Loans
summary: Calculate Loan Repayment Schedule | Submit a new Loan Application
description: "Calculate Loan Repayment Schedule:\n\nCalculates Loan Repayment\
\ Schedule\n\nMandatory Fields: productId, principal, loanTermFrequency, loanTermFrequencyType,\
\ numberOfRepayments, repaymentEvery, repaymentFrequencyType, interestRatePerPeriod,\
\ amortizationType, interestType, interestCalculationPeriodType, expectedDisbursementDate,\
\ transactionProcessingStrategyId\n\nSubmit a new Loan Application:\n\nMandatory\
\ Fields: clientId, productId, principal, loanTermFrequency, loanTermFrequencyType,\
\ loanType, numberOfRepayments, repaymentEvery, repaymentFrequencyType, interestRatePerPeriod,\
\ amortizationType, interestType, interestCalculationPeriodType, transactionProcessingStrategyId,\
\ expectedDisbursementDate, submittedOnDate, loanType\n\nAdditional Mandatory\
\ Fields if interest recalculation is enabled for product and Rest frequency\
\ not same as repayment period: recalculationRestFrequencyDate\n\nAdditional\
\ Mandatory Fields if interest recalculation with interest/fee compounding\
\ is enabled for product and compounding frequency not same as repayment period:\
\ recalculationCompoundingFrequencyDate\n\nAdditional Mandatory Field if Entity-Datatable\
\ Check is enabled for the entity of type loan: datatables\n\nOptional Fields:\
\ graceOnPrincipalPayment, graceOnInterestPayment, graceOnInterestCharged,\
\ linkAccountId, allowPartialPeriodInterestCalcualtion, fixedEmiAmount, maxOutstandingLoanBalance,\
\ disbursementData, graceOnArrearsAgeing, createStandingInstructionAtDisbursement\
\ (requires linkedAccountId if set to true)\n\nShowing request/response for\
\ 'Submit a new Loan Application'"
operationId: calculateLoanScheduleOrSubmitLoanApplication_1
parameters:
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfLoansRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfLoansResponse'
/self/loans/{loanId}/charges/{chargeId}:
get:
tags:
- Self Loans
summary: Retrieve a Loan Charge
description: "Retrieves a Loan Charge\n\nExample Requests:\n\nself/loans/1/charges/1\n\
\n\nself/loans/1/charges/1?fields=name,amountOrPercentage"
operationId: retrieveLoanCharge_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
- name: chargeId
in: path
description: chargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfLoansLoanIdChargesResponse'
/self/loans/{loanId}/charges:
get:
tags:
- Self Loans
summary: List Loan Charges
description: "Lists loan Charges\n\nExample Requests:\n\nself/loans/1/charges\n\
\n\nself/loans/1/charges?fields=name,amountOrPercentage"
operationId: retrieveAllLoanCharges_1
parameters:
- name: loanId
in: path
description: loanId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetSelfLoansLoanIdChargesResponse'
/self/pockets:
get:
tags:
- Pocket
summary: Retrieve accounts linked to pocket
description: |-
All linked loan
Example Requests:
self/pockets
operationId: retrieveAll_36
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetAccountsLinkedToPocketResponse'
post:
tags:
- Pocket
summary: Link/delink accounts to/from pocket
description: "Pockets behave as favourites. An user can link his/her Loan, Savings\
\ and Share accounts to pocket for faster access. In a similar way linked\
\ accounts can be delinked from the pocket.\n\nExample Requests:\n\nself/pockets?command=linkAccounts\n\
\nself/pockets?command=delinkAccounts"
operationId: handleCommands_7
parameters:
- name: command
in: query
description: command
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostLinkDelinkAccountsToFromPocketResponse'
/self/loanproducts:
get:
tags:
- Self Loan Products
operationId: retrieveAllLoanProducts_1
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/loanproducts/{productId}:
get:
tags:
- Self Loan Products
operationId: retrieveLoanProductDetails_1
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
- name: productId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/savingsproducts:
get:
operationId: retrieveAll_37
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/savingsproducts/{productId}:
get:
operationId: retrieveOne_26
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
- name: clientId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/products/share/{productId}:
get:
operationId: retrieveProduct_1
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
- name: productId
in: path
required: true
schema:
type: integer
format: int64
- name: type
in: path
required: true
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/products/share:
get:
operationId: retrieveAllProducts_1
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/registration:
post:
tags:
- Self Service Registration
operationId: createSelfServiceRegistrationRequest
requestBody:
content:
'*/*':
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/registration/user:
post:
tags:
- Self Service Registration
operationId: createSelfServiceUser
requestBody:
content:
'*/*':
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/runreports/{reportName}:
get:
tags:
- Self Run Report
summary: Running A Report
description: |-
Example Requests:
self/runreports/Client%20Details?R_officeId=1
self/runreports/Client%20Details?R_officeId=1&exportCSV=true
operationId: runReport_1
parameters:
- name: reportName
in: path
description: reportName
required: true
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetRunReportResponse'
text/csv:
schema:
$ref: '#/components/schemas/GetRunReportResponse'
application/vnd.ms-excel:
schema:
$ref: '#/components/schemas/GetRunReportResponse'
application/pdf:
schema:
$ref: '#/components/schemas/GetRunReportResponse'
text/html:
schema:
$ref: '#/components/schemas/GetRunReportResponse'
/self/savingsaccounts/template:
get:
tags:
- Self Savings Account
operationId: template_18
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
- name: productId
in: query
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/savingsaccounts/{accountId}/charges:
get:
tags:
- Self Savings Account
summary: List Savings Charges
description: "Lists Savings Charges\n\nExample Requests:\n\nself/savingsaccounts/1/charges\n\
\nself/savingsaccounts/1/charges?chargeStatus=inactive\n\nself/savingsaccounts/1/charges?fields=name,amountOrPercentage"
operationId: retrieveAllSavingsAccountCharges_1
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetSelfSavingsAccountsAccountIdChargesResponse'
/self/savingsaccounts/{accountId}/charges/{savingsAccountChargeId}:
get:
tags:
- Self Savings Account
summary: Retrieve a Savings account Charge
description: "Retrieves a Savings account Charge\n\nExample Requests:\n\nself/savingsaccounts/1/charges/5\n\
\n\nself/savingsaccounts/1/charges/5?fields=name,amountOrPercentage"
operationId: retrieveSavingsAccountCharge_1
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: savingsAccountChargeId
in: path
description: savingsAccountChargeId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfSavingsAccountsAccountIdChargesSavingsAccountChargeIdResponse'
/self/savingsaccounts/{accountId}:
get:
tags:
- Self Savings Account
summary: Retrieve a savings account
description: |-
Retrieves a savings account
Example Requests :
self/savingsaccounts/1
self/savingsaccounts/1?associations=transactions
operationId: retrieveSavings
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: chargeStatus
in: query
description: chargeStatus
schema:
type: string
default: all
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfSavingsAccountsResponse'
put:
tags:
- Self Savings Account
operationId: modifySavingsAccountApplication
parameters:
- name: accountId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/savingsaccounts:
post:
tags:
- Self Savings Account
operationId: submitSavingsAccountApplication
parameters:
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/savingsaccounts/{accountId}/transactions/{transactionId}:
get:
tags:
- Self Savings Account
summary: Retrieve Savings Account Transaction
description: |-
Retrieves Savings Account Transaction
Example Requests:
self/savingsaccounts/1/transactions/1
operationId: retrieveSavingsTransaction
parameters:
- name: accountId
in: path
description: accountId
required: true
schema:
type: integer
format: int64
- name: transactionId
in: path
description: transactionId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfSavingsAccountsAccountIdTransactionsTransactionIdResponse'
/self/authentication:
post:
tags:
- Self Authentication
summary: Verify authentication
description: |-
Authenticates the credentials provided and returns the set roles and permissions allowed.
Please visit this link for more info - https://demo.fineract.dev/fineract-provider/api-docs/apiLive.htm#selfbasicauth
operationId: authenticate_1
requestBody:
content:
application/json:
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostSelfAuthenticationResponse'
/self/user:
put:
tags:
- Self User
summary: Update User
description: "This API can be used by Self Service user to update their own\
\ user information. Currently, \"password\" and \"repeatPassword\" are the\
\ only parameters accepted."
operationId: update_21
requestBody:
content:
'*/*':
schema:
$ref: '#/components/schemas/PutSelfUserRequest'
required: true
responses:
"200":
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/PutSelfUserResponse'
/self/userdetails:
get:
tags:
- Self User Details
summary: Fetch authenticated user details
description: |-
Checks the Authentication and returns the set roles and permissions allowed
For more info visit this link - https://demo.fineract.dev/fineract-provider/api-docs/apiLive.htm#selfoauth
operationId: fetchAuthenticatedUserData_1
parameters:
- name: access_token
in: query
description: äccess_token
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetSelfUserDetailsResponse'
/self/shareaccounts/template:
get:
tags:
- Self Share Accounts
summary: Retrieve Share Account Template
description: "This is a convenience resource. It can be useful when building\
\ maintenance user interface screens for client applications. The template\
\ data returned consists of any or all of:\nField Defaults\n\nAllowed Value\
\ Lists\n\n\nArguments\n\nclientId:Integer mandatory\nproductId:Integer optionalIf\
\ entered, productId, productName and selectedProduct fields are returned.\n\
Example Requests:\n\nself/shareaccounts/template?clientId=14\n\nself/shareaccounts/template?clientId=14&productId=3\n"
operationId: template_19
parameters:
- name: clientId
in: query
schema:
type: integer
format: int64
- name: productId
in: query
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetShareAccountsClientIdProductIdResponse'
/self/shareaccounts:
post:
tags:
- Self Share Accounts
summary: Submit new share application
description: "Mandatory fields:\n\nclientId, productId, submittedDate, savingsAccountId,\
\ requestedShares, applicationDate\n\n\nOptional Fields\n\naccountNo, externalId\n\
\n\nInherited from Product (if not provided)\n\nminimumActivePeriod, minimumActivePeriodFrequencyType,\
\ lockinPeriodFrequency, lockinPeriodFrequencyType."
operationId: createAccount_1
requestBody:
content:
application/json:
schema:
type: string
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/PostNewShareApplicationResponse'
/self/shareaccounts/{accountId}:
get:
tags:
- Self Share Accounts
summary: Retrieve a share application/account
description: |2
Example Requests:
self/shareaccounts/12
operationId: retrieveShareAccount
parameters:
- name: accountId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/self/surveys/scorecards/clients/{clientId}:
get:
tags:
- Self Score Card
operationId: findByClient
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/ScorecardData'
/self/surveys/scorecards/{surveyId}:
post:
tags:
- Self Score Card
operationId: createScorecard
parameters:
- name: surveyId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ScorecardData'
responses:
default:
description: default response
content:
application/json: {}
/self/surveys:
get:
tags:
- Self Spm
operationId: fetchAllSurveys
responses:
default:
description: default response
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/SurveyData'
/shareproduct/{productId}/dividend:
get:
tags:
- Self Dividend
operationId: retrieveAll_38
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
- name: status
in: query
schema:
type: integer
format: int32
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
tags:
- Self Dividend
operationId: createDividendDetail
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/shareproduct/{productId}/dividend/{dividendId}:
get:
tags:
- Self Dividend
operationId: retrieveDividendDetails
parameters:
- name: dividendId
in: path
required: true
schema:
type: integer
format: int64
- name: offset
in: query
schema:
type: integer
format: int32
- name: limit
in: query
schema:
type: integer
format: int32
- name: orderBy
in: query
schema:
type: string
- name: sortOrder
in: query
schema:
type: string
- name: accountNo
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
put:
tags:
- Self Dividend
operationId: updateDividendDetail
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
- name: dividendId
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
application/json:
schema:
type: string
delete:
tags:
- Self Dividend
operationId: deleteDividendDetail
parameters:
- name: productId
in: path
required: true
schema:
type: integer
format: int64
- name: dividendId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/taxes/component/template:
get:
tags:
- Tax Components
operationId: retrieveTemplate_20
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/taxes/component:
get:
tags:
- Tax Components
summary: List Tax Components
description: List Tax Components
operationId: retrieveAllTaxComponents
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetTaxesComponentsResponse'
post:
tags:
- Tax Components
summary: Create a new Tax Component
description: "Creates a new Tax Component\n\nMandatory Fields: name, percentage\n\
\nOptional Fields: debitAccountType, debitAcountId, creditAccountType, creditAcountId,\
\ startDate"
operationId: createTaxCompoent
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostTaxesComponentsRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostTaxesComponentsResponse'
/taxes/component/{taxComponentId}:
get:
tags:
- Tax Components
summary: Retrieve Tax Component
description: Retrieve Tax Component
operationId: retrieveTaxComponent
parameters:
- name: taxComponentId
in: path
description: taxComponentId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetTaxesComponentsResponse'
put:
tags:
- Tax Components
summary: Update Tax Component
description: Updates Tax component. Debit and credit account details cannot
be modified. All the future tax components would be replaced with the new
percentage.
operationId: updateTaxCompoent
parameters:
- name: taxComponentId
in: path
description: taxComponentId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutTaxesComponentsTaxComponentIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutTaxesComponentsTaxComponentIdResponse'
/taxes/group/template:
get:
tags:
- Tax Group
operationId: retrieveTemplate_21
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/taxes/group:
get:
tags:
- Tax Group
summary: List Tax Group
description: List Tax Group
operationId: retrieveAllTaxGroups
responses:
"200":
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetTaxesGroupResponse'
post:
tags:
- Tax Group
summary: Create a new Tax Group
description: "Create a new Tax Group\nMandatory Fields: name and taxComponents\n\
Mandatory Fields in taxComponents: taxComponentId\nOptional Fields in taxComponents:\
\ id, startDate and endDate"
operationId: createTaxGroup
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostTaxesGroupRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PostTaxesGroupResponse'
/taxes/group/{taxGroupId}:
get:
tags:
- Tax Group
summary: Retrieve Tax Group
description: Retrieve Tax Group
operationId: retrieveTaxGroup
parameters:
- name: taxGroupId
in: path
description: taxGroupId
required: true
schema:
type: integer
format: int64
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetTaxesGroupResponse'
put:
tags:
- Tax Group
summary: Update Tax Group
description: Updates Tax Group. Only end date can be up-datable and can insert
new tax components.
operationId: updateTaxGroup
parameters:
- name: taxGroupId
in: path
description: taxGroupId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutTaxesGroupTaxGroupIdRequest'
required: true
responses:
"200":
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/PutTaxesGroupTaxGroupIdResponse'
/surveys/{surveyId}/lookuptables:
get:
tags:
- SPM API - LookUp Table
summary: List all Lookup Table entries
description: List all Lookup Table entries for a survey.
operationId: fetchLookupTables
parameters:
- name: surveyId
in: path
description: Enter surveyId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/LookupTableData'
post:
tags:
- SPM API - LookUp Table
summary: Create a Lookup Table entry
description: "Add a new entry to a survey.\n\nMandatory Fields\nkey, score,\
\ validFrom, validTo"
operationId: createLookupTable
parameters:
- name: surveyId
in: path
description: Enter surveyId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/LookupTableData'
responses:
"200":
description: OK
/surveys/{surveyId}/lookuptables/{key}:
get:
tags:
- SPM API - LookUp Table
summary: Retrieve a Lookup Table entry
description: Retrieve a Lookup Table entry for a survey.
operationId: findLookupTable
parameters:
- name: surveyId
in: path
description: Enter surveyId
required: true
schema:
type: integer
format: int64
- name: key
in: path
description: Enter key
required: true
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/LookupTableData'
/surveys/scorecards/clients/{clientId}:
get:
tags:
- Score Card
operationId: findByClient_1
parameters:
- name: clientId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/ScorecardData'
/surveys/scorecards/{surveyId}:
get:
tags:
- Score Card
summary: List all Scorecard entries
description: List all Scorecard entries for a survey.
operationId: findBySurvey
parameters:
- name: surveyId
in: path
description: Enter surveyId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/Scorecard'
post:
tags:
- Score Card
summary: Create a Scorecard entry
description: "Add a new entry to a survey.\n\nMandatory Fields\nclientId, createdOn,\
\ questionId, responseId, staffId"
operationId: createScorecard_1
parameters:
- name: surveyId
in: path
description: Enter surveyId
required: true
schema:
type: integer
format: int64
requestBody:
description: scorecardData
content:
application/json:
schema:
$ref: '#/components/schemas/ScorecardData'
responses:
"200":
description: OK
/surveys/scorecards/{surveyId}/clients/{clientId}:
get:
tags:
- Score Card
operationId: findBySurveyAndClient
parameters:
- name: surveyId
in: path
description: Enter surveyId
required: true
schema:
type: integer
format: int64
- name: clientId
in: path
description: Enter clientId
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/ScorecardData'
/surveys/{id}:
get:
tags:
- Spm-Surveys
summary: Retrieve a Survey
operationId: findSurvey
parameters:
- name: id
in: path
description: Enter id
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/SurveyData'
put:
tags:
- Spm-Surveys
operationId: editSurvey
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/SurveyData'
responses:
default:
description: default response
content:
application/json:
schema:
type: string
post:
tags:
- Spm-Surveys
summary: Deactivate Survey
operationId: activateOrDeactivateSurvey
parameters:
- name: id
in: path
required: true
schema:
type: integer
format: int64
- name: command
in: query
schema:
type: string
responses:
"200":
description: OK
/surveys:
get:
tags:
- Spm-Surveys
summary: List all Surveys
operationId: fetchAllSurveys_1
parameters:
- name: isActive
in: query
schema:
type: boolean
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/SurveyData'
post:
tags:
- Spm-Surveys
summary: Create a Survey
description: "Adds a new survey to collect client related data.\n\nMandatory\
\ Fields\n\ncountryCode, key, name, questions, responses, sequenceNo, text,\
\ description"
operationId: createSurvey
requestBody:
description: Create survey
content:
application/json:
schema:
$ref: '#/components/schemas/SurveyData'
responses:
"200":
description: OK
/templates/template:
get:
tags:
- User Generated Documents
summary: Retrieve UGD Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for UGDs. The UGD data returned consists of any or all of:
ARGUMENTS
name String entity String type String text String optional mappers Mapper optional
Example Request:
templates/template
operationId: template_20
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTemplatesTemplateResponse'
/templates:
get:
tags:
- User Generated Documents
summary: Retrieve all UGDs
description: "Example Requests:\n\ntemplates\n\nIt is also possible to get specific\
\ UGDs by entity and type:\n\ntemplates?type=0&entity=0\n[Entity: Id]\n\n\n\
\n\n\nclient: 0, loan: 1\n\n[Type: Id]\n\n\n\nDocument: 0, E-Mail (not yet):\
\ 1, SMS: 2"
operationId: retrieveAll_39
parameters:
- name: typeId
in: query
description: typeId
schema:
type: integer
format: int32
default: -1
- name: entityId
in: query
description: entityId
schema:
type: integer
format: int32
default: -1
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTemplatesResponse'
post:
tags:
- User Generated Documents
summary: Add a UGD
description: |-
Adds a new UGD.
Mandatory Fields
name
Example Requests:
templates/1
operationId: createTemplate
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostTemplatesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostTemplatesResponse'
/templates/{templateId}/template:
get:
tags:
- User Generated Documents
operationId: getTemplateByTemplate
parameters:
- name: templateId
in: path
required: true
schema:
type: integer
format: int64
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/templates/{templateId}:
get:
tags:
- User Generated Documents
summary: Retrieve a UGD
description: |-
Example Requests:
templates/1
operationId: retrieveOne_27
parameters:
- name: templateId
in: path
description: templateId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetTemplatesTemplateIdResponse'
put:
tags:
- User Generated Documents
summary: Update a UGD
operationId: saveTemplate
parameters:
- name: templateId
in: path
description: templateId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutTemplatesTemplateIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutTemplatesTemplateIdResponse'
post:
tags:
- User Generated Documents
operationId: mergeTemplate
parameters:
- name: templateId
in: path
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
type: string
responses:
default:
description: default response
content:
text/html:
schema:
type: string
delete:
tags:
- User Generated Documents
summary: Delete a UGD
operationId: deleteTemplate
parameters:
- name: templateId
in: path
description: templateId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteTemplatesTemplateIdResponse'
/passwordpreferences:
get:
tags:
- Password preferences
operationId: retrieve_1
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetPasswordPreferencesTemplateResponse'
put:
tags:
- Password preferences
summary: Update password preferences
operationId: update_22
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutPasswordPreferencesTemplateRequest'
required: true
responses:
default:
description: default response
content:
application/json:
schema:
type: string
/passwordpreferences/template:
get:
tags:
- Password preferences
summary: List Application Password validation policies
description: |-
ARGUMENTS
Example Requests:
passwordpreferences
operationId: template_21
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetPasswordPreferencesTemplateResponse'
/permissions:
get:
tags:
- Permissions
summary: List Application Permissions
description: "ARGUMENTS\nmakerCheckerableoptional, Values are true, false. Default\
\ is false.\nIf makerCheckerable=false or not supplied then a list of application\
\ permissions is returned. The \"selected\" attribute is always true in this\
\ case.\n\nIf makerCheckerable=true then the \"selected\" attribute shows\
\ whether the permission is enabled for Maker Check functionality.\n\nNote:\
\ Each Apache Fineract transaction is associated with a permission.\n\nExample\
\ Requests:\n\npermissions\n\n\npermissions?makerCheckerable=true\n\n\npermissions?fields=grouping,code"
operationId: retrieveAllPermissions
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetPermissionsResponse'
put:
tags:
- Permissions
summary: Enable/Disable Permissions for Maker Checker
operationId: updatePermissionsDetails
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutPermissionsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/CommandProcessingResult'
/roles/{roleId}/permissions:
get:
tags:
- Roles
summary: Retrieve a Role's Permissions
description: |-
Example Requests:
roles/1/permissions
operationId: retrieveRolePermissions
parameters:
- name: roleId
in: path
description: roleId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetRolesRoleIdPermissionsResponse'
put:
tags:
- Roles
summary: Update a Role's Permissions
operationId: updateRolePermissions
parameters:
- name: roleId
in: path
description: roleId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutRolesRoleIdPermissionsRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutRolesRoleIdPermissionsResponse'
/roles:
get:
tags:
- Roles
summary: List Roles
description: |-
Example Requests:
roles
roles?fields=name
operationId: retrieveAllRoles
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetRolesResponse'
post:
tags:
- Roles
summary: Create a New Role
description: "Mandatory Fields\nname, description"
operationId: createRole
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostRolesRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostRolesResponse'
/roles/{roleId}:
get:
tags:
- Roles
summary: Retrieve a Role
description: |-
Example Requests:
roles/1
roles/1?fields=name
operationId: retrieveRole
parameters:
- name: roleId
in: path
description: roleId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetRolesRoleIdResponse'
put:
tags:
- Roles
summary: Update a Role
operationId: updateRole
parameters:
- name: roleId
in: path
description: roleId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutRolesRoleIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutRolesRoleIdResponse'
post:
tags:
- Roles
summary: Enable Role | Disable Role
description: "Description : Enable role in case role is disabled. | Disable\
\ the role in case role is not associated with any users.\n\n\n\n\n\nExample\
\ Request: https://DomainName/api/v1/roles/{roleId}?command=enable\n\n\n\
\n\n\nhttps://DomainName/api/v1/roles/{roleId}?command=disable"
operationId: actionsOnRoles
parameters:
- name: roleId
in: path
description: roleId
required: true
schema:
type: integer
format: int64
- name: command
in: query
description: command
schema:
type: string
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostRolesRoleIdResponse'
delete:
tags:
- Roles
summary: Delete a Role
description: "Description : Delete the role in case role is not associated with\
\ any users."
operationId: deleteRole
parameters:
- name: roleId
in: path
description: roleId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteRolesRoleIdResponse'
/users/template:
get:
tags:
- Users
summary: Retrieve User Details Template
description: |-
This is a convenience resource. It can be useful when building maintenance user interface screens for client applications. The template data returned consists of any or all of:
Field Defaults
Allowed description Lists
Example Request:
users/template
operationId: template_22
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetUsersTemplateResponse'
/users:
get:
tags:
- Users
summary: Retrieve list of users
description: "Example Requests:\n\nusers\n\n\nusers?fields=id,username,email,officeName"
operationId: retrieveAll_40
responses:
"200":
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/GetUsersResponse'
post:
tags:
- Users
summary: Create a User
description: "Adds new application user.\n\nNote: Password information is not\
\ required (or processed). Password details at present are auto-generated\
\ and then sent to the email account given (which is why it can take a few\
\ seconds to complete).\n\nMandatory Fields: \nusername, firstname, lastname,\
\ email, officeId, roles, sendPasswordToEmail\n\nOptional Fields: \nstaffId,passwordNeverExpires,isSelfServiceUser,clients"
operationId: create_14
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PostUsersRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PostUsersResponse'
/users/downloadtemplate:
get:
tags:
- Users
operationId: getUserTemplate
parameters:
- name: officeId
in: query
schema:
type: integer
format: int64
- name: staffId
in: query
schema:
type: integer
format: int64
- name: dateFormat
in: query
schema:
type: string
responses:
default:
description: default response
content:
application/vnd.ms-excel: {}
/users/uploadtemplate:
post:
tags:
- Users
operationId: postUsersTemplate
requestBody:
content:
multipart/form-data:
schema:
type: object
properties:
file:
$ref: '#/components/schemas/FormDataContentDisposition'
locale:
type: string
dateFormat:
type: string
responses:
default:
description: default response
content:
'*/*':
schema:
type: string
/users/{userId}:
get:
tags:
- Users
summary: Retrieve a User
description: "Example Requests:\n\nusers/1\n\n\nusers/1?template=true\n\n\n\
users/1?fields=username,officeName"
operationId: retrieveOne_28
parameters:
- name: userId
in: path
description: userId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/GetUsersUserIdResponse'
put:
tags:
- Users
summary: Update a User
description: When updating a password you must provide the repeatPassword parameter
also.
operationId: update_23
parameters:
- name: userId
in: path
description: userId
required: true
schema:
type: integer
format: int64
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PutUsersUserIdRequest'
required: true
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/PutUsersUserIdResponse'
delete:
tags:
- Users
summary: Delete a User
description: Removes the user and the associated roles and permissions.
operationId: delete_21
parameters:
- name: userId
in: path
description: userId
required: true
schema:
type: integer
format: int64
responses:
"200":
content:
application/json:
schema:
$ref: '#/components/schemas/DeleteUsersUserIdResponse'
components:
schemas:
PostRunaccrualsRequest:
required:
- tillDate
type: object
properties:
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
tillDate:
type: string
description: which specifies periodic accruals should happen till the given
Date
example: 04 June 2014
description: runaccrualsRequest
GetGlClosureResponse:
type: object
properties:
id:
type: integer
format: int64
example: 7
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
closingDate:
type: string
format: date
deleted:
type: boolean
example: false
createdDate:
type: string
format: date
lastUpdatedDate:
type: string
format: date
createdByUserId:
type: integer
format: int64
example: 1
createdByUsername:
type: string
example: mifos
lastUpdatedByUserId:
type: integer
format: int64
example: 1
lastUpdatedByUsername:
type: string
example: mifos
comments:
type: string
example: closed
description: GetGLClosureResponse
PostGlClosuresRequest:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
closingDate:
type: string
format: date
comments:
type: string
example: The accountants are heading for a carribean vacation
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
description: PostGLCLosuresRequest
PostGlClosuresResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 9
description: PostGlClosuresResponse
PutGlClosuresRequest:
type: object
properties:
comments:
type: string
example: All transactions verified by Johnny Cash
description: PutGlClosuresRequest
PutGlClosuresResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 9
comments:
type: string
example: All transactions verified by Johnny Cash
description: PutGlClosuresResponse
DeleteGlClosuresResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 9
description: DeleteGlClosuresResponse
PostFinancialActivityAccountsRequest:
type: object
properties:
financialActivityId:
type: integer
format: int64
example: 200
glAccountId:
type: integer
format: int64
example: 2
description: PostFinancialActivityAccountsRequest
PutFinancialActivityAccountsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
comments:
$ref: '#/components/schemas/PutFinancialActivityAccountscommentsSwagger'
description: PutFinancialActivityAccountsResponse
PutFinancialActivityAccountscommentsSwagger:
type: object
properties:
glAccountId:
type: integer
format: int64
example: 1
CodeValueData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
active:
type: boolean
mandatory:
type: boolean
EnumOptionData:
type: object
properties:
id:
type: integer
format: int64
code:
type: string
value:
type: string
FinancialActivityData:
type: object
properties:
id:
type: integer
format: int32
name:
type: string
mappedGLAccountType:
type: string
enum:
- ASSET
- LIABILITY
- EQUITY
- INCOME
- EXPENSE
GLAccountData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
glCode:
type: string
type:
$ref: '#/components/schemas/EnumOptionData'
tagId:
$ref: '#/components/schemas/CodeValueData'
rowIndex:
type: integer
format: int32
typeId:
type: integer
format: int32
GetFinancialActivityAccountsResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
financialActivityData:
$ref: '#/components/schemas/FinancialActivityData'
glAccountData:
$ref: '#/components/schemas/GLAccountData'
description: GetFinancialActivityAccountsResponse
DeleteFinancialActivityAccountsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteFinancialActivityAccountsResponse
PostFinancialActivityAccountsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostFinancialActivityAccountsResponse
GetGLAccountsResponse:
type: object
properties:
id:
type: integer
format: int64
example: 16
name:
type: string
example: Cash
parentId:
type: integer
format: int64
example: 1
glCode:
type: string
example: "100001"
disabled:
type: boolean
example: false
manualEntriesAllowed:
type: boolean
example: true
type:
$ref: '#/components/schemas/EnumOptionData'
usage:
$ref: '#/components/schemas/EnumOptionData'
description:
type: string
example: Desc
nameDecorated:
type: string
example: '....Cash'
tagId:
$ref: '#/components/schemas/CodeValueData'
organizationRunningBalance:
type: integer
format: int64
example: 118437
description: GetGLAccountsResponse
GetGLAccountsTemplateResponse:
type: object
properties:
disabled:
type: boolean
example: false
manualEntriesAllowed:
type: boolean
example: true
type:
$ref: '#/components/schemas/EnumOptionData'
usage:
$ref: '#/components/schemas/EnumOptionData'
accountTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
usageOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
assetHeaderAccountOptions:
type: array
items:
$ref: '#/components/schemas/GLAccountData'
liabilityHeaderAccountOptions:
type: array
items:
$ref: '#/components/schemas/GLAccountData'
equityHeaderAccountOptions:
type: array
items:
$ref: '#/components/schemas/GLAccountData'
expenseHeaderAccountOptions:
type: array
items:
$ref: '#/components/schemas/GLAccountData'
allowedAssetsTagOptions:
type: array
items:
$ref: '#/components/schemas/CodeValueData'
allowedLiabilitiesTagOptions:
type: array
items:
$ref: '#/components/schemas/CodeValueData'
allowedEquityTagOptions:
type: array
items:
$ref: '#/components/schemas/CodeValueData'
allowedIncomeTagOptions:
type: array
items:
$ref: '#/components/schemas/CodeValueData'
allowedExpensesTagOptions:
type: array
items:
$ref: '#/components/schemas/CodeValueData'
description: GetGLAccountsTemplateResponse
PutGLAccountsRequest:
type: object
properties:
name:
type: string
example: Cash at Bangalore
description: PutGLAccountsRequest
PutGLAccountsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutGLAccountsResponsechangesSwagger'
description: PutGLAccountsResponse
PutGLAccountsResponsechangesSwagger:
type: object
properties:
name:
type: string
example: Cash at Bangalore
FormDataContentDisposition:
type: object
properties:
type:
type: string
parameters:
type: object
additionalProperties:
type: string
fileName:
type: string
creationDate:
type: string
format: date-time
modificationDate:
type: string
format: date-time
readDate:
type: string
format: date-time
size:
type: integer
format: int64
name:
type: string
DeleteGLAccountsRequest:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: DeleteGLAccountsRequest
PostGLAccountsRequest:
type: object
properties:
name:
type: string
example: Cash at Bangalore
glCode:
type: string
example: "100001"
manualEntriesAllowed:
type: boolean
example: true
type:
type: string
example: "1"
tagId:
type: string
example: "10"
parentId:
type: integer
format: int64
example: 1
usage:
$ref: '#/components/schemas/EnumOptionData'
description:
type: string
example: Desc
description: PostGLAccountsRequest
PostGLAccountsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 22
description: PostGLAccountsResponse
JournalEntryData:
type: object
properties:
id:
type: integer
format: int64
officeId:
type: integer
format: int64
glAccountId:
type: integer
format: int64
glAccountType:
$ref: '#/components/schemas/EnumOptionData'
transactionDate:
type: string
format: date
entryType:
$ref: '#/components/schemas/EnumOptionData'
amount:
type: number
transactionId:
type: string
rowIndex:
type: integer
format: int32
DateParam:
type: object
JournalEntryCommand:
type: object
properties:
officeId:
type: integer
format: int64
transactionDate:
type: string
format: date
comments:
type: string
referenceNumber:
type: string
accountingRuleId:
type: integer
format: int64
credits:
type: array
items:
$ref: '#/components/schemas/SingleDebitOrCreditEntryCommand'
debits:
type: array
items:
$ref: '#/components/schemas/SingleDebitOrCreditEntryCommand'
SingleDebitOrCreditEntryCommand:
type: object
properties:
glAccountId:
type: integer
format: int64
amount:
type: number
comments:
type: string
parametersPassedInRequest:
uniqueItems: true
type: array
items:
type: string
glAmountChanged:
type: boolean
glAccountIdChanged:
type: boolean
commentsChanged:
type: boolean
PostJournalEntriesResponse:
type: object
properties:
officeId:
type: integer
description: "1"
format: int64
transactionId:
type: string
description: RS9MCISID4WK1ZM
description: PostJournalEntriesResponse
PostJournalEntriesTransactionIdRequest:
type: object
properties:
officeId:
type: integer
description: "1"
format: int64
description: PostJournalEntriesTransactionIdRequest
PostJournalEntriesTransactionIdResponse:
type: object
properties:
officeId:
type: integer
description: "1"
format: int64
description: PostJournalEntriesTransactionIdResponse
LoanProductProvisioningEntryData:
type: object
properties:
historyId:
type: integer
format: int64
officeId:
type: integer
format: int64
currencyCode:
type: string
productId:
type: integer
format: int64
categoryId:
type: integer
format: int64
overdueInDays:
type: integer
format: int64
percentage:
type: number
liablityAccount:
type: integer
format: int64
expenseAccount:
type: integer
format: int64
criteriaId:
type: integer
format: int64
outstandingBalance:
type: number
ProvisioningEntryData:
type: object
properties:
id:
type: integer
format: int64
createdDate:
type: string
format: date-time
entries:
type: array
writeOnly: true
items:
$ref: '#/components/schemas/LoanProductProvisioningEntryData'
PostProvisioningEntriesRequest:
type: object
properties:
date:
type: string
example: 16 October 2015
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
createjournalentries:
type: string
example: "true"
provisioningentry:
type: string
entries:
type: string
description: PostProvisioningEntriesRequest
PostProvisioningEntriesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostProvisioningEntriesResponse
PutProvisioningEntriesRequest:
type: object
properties:
command:
type: string
example: recreateprovisioningentry
description: PutProvisioningEntriesRequest
PutProvisioningEntriesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PutProvisioningEntriesResponse
PutAccountingRulesRequest:
type: object
properties:
name:
type: string
example: Employee Salary posting rule
description: PutAccountingRulesRequest
PutAccountingRulesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
changes:
$ref: '#/components/schemas/PutAccountingRulesResponsechangesSwagger'
description: PutAccountingRulesResponse
PutAccountingRulesResponsechangesSwagger:
type: object
properties:
name:
type: string
example: Employee Salary posting rule
PostAccountingRulesRequest:
type: object
properties:
name:
type: string
example: test
officeId:
type: integer
format: int64
example: 1
accountToDebit:
type: integer
format: int64
example: 21
accountToCredit:
type: integer
format: int64
example: 9
description:
type: string
example: Employee salary
description: PostAccountingRulesRequest
PostAccountingRulesResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 1
description: PostAccountingRulesResponse
GetAccountRulesTemplateResponse:
type: object
properties:
systemDefined:
type: boolean
example: false
allowedOffices:
type: array
items:
$ref: '#/components/schemas/OfficeData'
allowedAccounts:
type: array
items:
$ref: '#/components/schemas/GLAccountData'
description: GetAccountRulesTemplateResponse
OfficeData:
type: object
properties:
id:
type: integer
format: int64
openingDate:
type: string
format: date
hierarchy:
type: string
rowIndex:
type: integer
format: int32
DeleteAccountingRulesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteAccountingRulesResponse
AccountingRuleData:
type: object
properties:
creditTags:
type: array
items:
$ref: '#/components/schemas/AccountingTagRuleData'
debitTags:
type: array
items:
$ref: '#/components/schemas/AccountingTagRuleData'
AccountingTagRuleData:
type: object
properties:
tag:
$ref: '#/components/schemas/CodeValueData'
GetAccountRulesResponse:
type: object
properties:
id:
type: integer
format: int64
officeId:
type: integer
format: int64
officeName:
type: string
name:
type: string
description:
type: string
systemDefined:
type: boolean
allowMultipleDebitEntries:
type: boolean
allowMultipleCreditEntries:
type: boolean
creditTags:
type: array
items:
$ref: '#/components/schemas/AccountingTagRuleData'
debitTags:
type: array
items:
$ref: '#/components/schemas/AccountingTagRuleData'
description: GetAccountRulesResponse
Header:
type: object
properties:
name:
type: string
value:
type: string
PostBatchesRequest:
type: object
properties:
requestId:
type: integer
format: int64
example: 1
relativeUrl:
type: string
example: clients
method:
type: string
example: POST
headers:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/Header'
reference:
type: integer
format: int64
example: 1
body:
$ref: '#/components/schemas/PostBodyRequestSwagger'
description: PostBatchesRequest
PostBodyRequestSwagger:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
firstname:
type: string
example: '"Petra"'
lastname:
type: string
example: '"Yton"'
externalId:
type: string
example: '"ex_externalId1"'
dateFormat:
type: string
example: '"dd MMMM yyyy"'
locale:
type: string
example: '"en"'
active:
type: boolean
example: true
activationDate:
type: string
example: '"04 March 2009"'
submittedOnDate:
type: string
example: '"04 March 2009"'
BatchResponse:
type: object
properties:
requestId:
type: integer
format: int64
statusCode:
type: integer
format: int32
headers:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/Header'
body:
type: string
AppUserData:
type: object
properties:
rowIndex:
type: integer
format: int32
clients:
uniqueItems: true
type: array
writeOnly: true
items:
$ref: '#/components/schemas/ClientData'
selfServiceUser:
type: boolean
ClientData:
type: object
properties:
id:
type: integer
format: int64
externalId:
type: string
activationDate:
type: string
format: date
firstname:
type: string
lastname:
type: string
officeName:
type: string
imageId:
type: integer
format: int64
imagePresent:
type: boolean
timeline:
$ref: '#/components/schemas/ClientTimelineData'
savingsAccountId:
type: integer
format: int64
isAddressEnabled:
type: boolean
rowIndex:
type: integer
format: int32
ClientTimelineData:
type: object
GetMakerCheckersSearchTemplateResponse:
type: object
properties:
appUsers:
type: array
items:
$ref: '#/components/schemas/AppUserData'
actionNames:
type: array
items:
type: string
entityNames:
type: array
items:
type: string
processingResults:
type: array
items:
$ref: '#/components/schemas/ProcessingResultLookup'
description: GetMakerCheckersSearchTemplateResponse
ProcessingResultLookup:
type: object
properties:
id:
type: integer
format: int64
processingResult:
type: string
GetMakerCheckerResponse:
type: object
properties:
id:
type: integer
format: int64
actionName:
type: string
entityName:
type: string
resourceId:
type: integer
format: int64
subresourceId:
type: integer
format: int64
maker:
type: string
madeOnDate:
type: string
format: date-time
checker:
type: string
checkedOnDate:
type: string
format: date-time
processingResult:
type: string
commandAsJson:
type: string
officeName:
type: string
groupLevelName:
type: string
groupName:
type: string
clientName:
type: string
loanAccountNo:
type: string
savingsAccountNo:
type: string
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
url:
type: string
description: GetMakerCheckerResponse
PostMakerCheckersResponse:
type: object
properties:
auditId:
type: integer
format: int64
example: 1
description: PostMakerCheckersResponse
GetAccountNumberFormatsIdResponse:
type: object
properties:
id:
type: integer
format: int64
example: 2
accountType:
$ref: '#/components/schemas/EnumOptionData'
prefixType:
$ref: '#/components/schemas/EnumOptionData'
description: GetAccountNumberFormatsIdResponse
GetAccountNumberFormatsResponseTemplate:
type: object
properties:
accountTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
prefixTypeOptions:
type: object
additionalProperties:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
description: GetAccountNumberFormatsResponseTemplate
PutAccountNumberFormatsRequest:
type: object
properties:
prefixType:
type: integer
format: int64
example: 1
description: PutAccountNumberFormatsRequest
PutAccountNumberFormatsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 2
changes:
$ref: '#/components/schemas/PutAccountNumberFormatschangesSwagger'
description: PutAccountNumberFormatsResponse
PutAccountNumberFormatschangesSwagger:
type: object
properties:
prefixType:
type: integer
format: int64
DeleteAccountNumberFormatsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 2
description: DeleteAccountNumberFormatsResponse
PostAccountNumberFormatsRequest:
type: object
properties:
accountType:
type: integer
format: int64
example: 1
prefixType:
type: integer
format: int64
example: 101
description: PostAccountNumberFormatsRequest
PostAccountNumberFormatsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: PostAccountNumberFormatsResponse
GetCachesResponse:
type: object
properties:
cacheType:
$ref: '#/components/schemas/EnumOptionData'
enabled:
type: boolean
description: GetCachesResponse
PutCachesRequest:
type: object
properties:
cacheType:
type: integer
format: int64
example: 2
description: PutCachesRequest
PutCachechangesSwagger:
type: object
properties:
cacheType:
type: integer
format: int64
example: 2
PutCachesResponse:
type: object
properties:
cacheType:
$ref: '#/components/schemas/PutCachechangesSwagger'
description: PutCachesResponse
SmsCampaignData:
type: object
properties:
id:
type: integer
format: int64
campaignName:
type: string
campaignType:
$ref: '#/components/schemas/EnumOptionData'
runReportId:
type: integer
format: int64
reportName:
type: string
paramValue:
type: string
campaignStatus:
$ref: '#/components/schemas/EnumOptionData'
nextTriggerDate:
type: string
format: date-time
lastTriggerDate:
type: string
format: date
recurrenceStartDate:
type: string
format: date-time
recurrence:
type: string
notification:
type: boolean
message:
type: string
CommandWrapper:
type: object
properties:
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
entityName:
type: string
taskPermissionName:
type: string
entityId:
type: integer
format: int64
subentityId:
type: integer
format: int64
href:
type: string
json:
type: string
transactionId:
type: string
productId:
type: integer
format: int64
creditBureauId:
type: integer
format: int64
organisationCreditBureauId:
type: integer
format: int64
update:
type: boolean
create:
type: boolean
createDatatable:
type: boolean
deleteDatatable:
type: boolean
updateDatatable:
type: boolean
datatableResource:
type: boolean
deleteOneToOne:
type: boolean
deleteMultiple:
type: boolean
updateOneToOne:
type: boolean
updateMultiple:
type: boolean
registerDatatable:
type: boolean
noteResource:
type: boolean
cacheResource:
type: boolean
updateOperation:
type: boolean
delete:
type: boolean
deleteOperation:
type: boolean
surveyResource:
type: boolean
registerSurvey:
type: boolean
fullFilSurvey:
type: boolean
workingDaysResource:
type: boolean
passwordPreferencesResource:
type: boolean
permissionResource:
type: boolean
userResource:
type: boolean
currencyResource:
type: boolean
loanDisburseDetailResource:
type: boolean
updateDisbursementDate:
type: boolean
CommandProcessingResult:
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
PostCodeValuesDataRequest:
type: object
properties:
name:
type: string
example: Passport
description:
type: string
example: Passport information
position:
type: integer
format: int32
example: 0
description: PostCodeValuesDataRequest
PostCodeValueDataResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: PostCodeValueDataResponse
GetCodeValuesDataResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Passport
description:
type: string
example: Passport information
position:
type: integer
format: int32
example: 0
description: GetCodeValuesDataResponse
DeleteCodeValueDataResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: DeleteCodeValueDataResponse
PutCodeValuesDataRequest:
type: object
properties:
name:
type: string
example: Passport
description:
type: string
example: Passport information
position:
type: integer
format: int32
example: 0
description: PutCodeValuesDataRequest
PutCodeValueDataResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
changes:
$ref: '#/components/schemas/PutCodeValuechangesSwagger'
description: PutCodeValueDataResponse
PutCodeValuechangesSwagger:
type: object
properties:
name:
type: string
example: Passport
description:
type: string
example: Passport information
position:
type: integer
format: int32
example: 0
GetCodesResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Education
systemDefined:
type: boolean
example: true
description: GetCodesResponse
DeleteCodesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: DeleteCodesResponse
PutCodesRequest:
type: object
properties:
name:
type: string
example: MyNewCode(changed)
description: PutCodesRequest
PutCodesApichangesSwagger:
type: object
properties:
name:
type: string
example: MyNewCode(changed)
PutCodesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
changes:
$ref: '#/components/schemas/PutCodesApichangesSwagger'
description: PutCodesResponse
PostCodesRequest:
type: object
properties:
name:
type: string
example: MyNewCode
description: PostCodesRequest
PostCodesResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: PostCodesResponse
ExternalServicesPropertiesData:
type: object
properties:
name:
type: string
value:
type: string
PutExternalServiceRequest:
type: object
properties:
username:
type: string
example: test@mifos.org
password:
type: string
example: XXXX
description: PutExternalServiceRequest
PutGlobalConfigurationsRequest:
type: object
properties:
enabled:
type: boolean
example: true
description:
type: integer
format: int64
example: 2
description: PutGlobalConfigurationsRequest
PutGlobalConfigurationsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
changes:
$ref: '#/components/schemas/PutGlobalConfigurationsResponsechangesSwagger'
description: PutGlobalConfigurationsResponse
PutGlobalConfigurationsResponsechangesSwagger:
type: object
properties:
enabled:
type: boolean
example: true
GetGlobalConfigurationsResponse:
type: object
properties:
globalConfiguration:
type: array
items:
$ref: '#/components/schemas/GlobalConfigurationPropertyData'
description: GetGlobalConfigurationsResponse
GlobalConfigurationPropertyData:
type: object
properties:
name:
type: string
enabled:
type: boolean
value:
type: integer
format: int64
dateValue:
type: string
format: date-time
id:
type: integer
format: int64
description:
type: string
trapDoor:
type: boolean
DeleteDataTablesDatatableAppTableIdDatatableIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: 'DeleteDataTablesDatatableAppTableIdDatatableIdResponse '
DeleteDataTablesDatatableAppTableIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: 'DeleteDataTablesDatatableAppTableIdResponse '
GetDataTablesAppTableIdResponse:
type: object
properties:
columnHeaders:
type: array
items:
$ref: '#/components/schemas/ResultsetColumnHeaderData'
data:
type: array
items:
$ref: '#/components/schemas/ResultsetRowData'
description: GetDataTablesAppTableIdResponse
ResultsetColumnHeaderData:
type: object
properties:
columnName:
type: string
columnType:
type: string
columnLength:
type: integer
format: int64
columnDisplayType:
type: string
columnCode:
type: string
mandatory:
type: boolean
optional:
type: boolean
string:
type: boolean
dateDisplayType:
type: boolean
dateTimeDisplayType:
type: boolean
integerDisplayType:
type: boolean
decimalDisplayType:
type: boolean
booleanDisplayType:
type: boolean
codeValueDisplayType:
type: boolean
codeLookupDisplayType:
type: boolean
ResultsetRowData:
type: object
properties:
row:
type: array
items:
type: string
GetDataTablesResponse:
type: object
properties:
appTableName:
type: string
example: m_client
datatableName:
type: string
example: extra_client_details
column:
type: array
items:
$ref: '#/components/schemas/ResultsetColumnHeaderData'
description: GetDataTablesResponse
PutDataTablesAppTableIdDatatableIdRequest:
type: object
properties:
DateOfBirth:
type: string
example: 01 June 1982
Education_cdHighest:
type: integer
format: int64
example: 5
Name:
type: string
example: June
OtherNotes:
type: string
example: More notes
PointsScore:
type: integer
format: int64
example: 20
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
description: PutDataTablesAppTableIdDatatableIdRequest
PutDataTablesAppTableIdDatatableIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: 'PutDataTablesAppTableIdDatatableIdResponse '
DeleteDataTablesResponse:
type: object
properties:
resourceIdentifier:
type: string
example: extra_client_details
description: DeleteDataTablesResponse
PutDataTablesAppTableIdRequest:
type: object
properties:
BusinessDescription:
type: string
example: Livestock sales updated
description: PutDataTablesAppTableIdRequest
PutDataTablesAppTableIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
changes:
$ref: '#/components/schemas/PutDataTablesAppTableIdResponseChanges'
description: PutDataTablesAppTableIdResponse
PutDataTablesAppTableIdResponseChanges:
type: object
properties:
BusinessDescription:
type: string
example: Livestock sales updated
PutDataTablesRequest:
type: object
properties:
appTableName:
type: string
example: m_client
dropColumns:
type: array
items:
$ref: '#/components/schemas/PutDataTablesRequestDropColumns'
addColumns:
type: array
items:
$ref: '#/components/schemas/PutDataTablesRequestAddColumns'
ChangeColumns:
type: array
items:
$ref: '#/components/schemas/PutDataTablesRequestChangeColumns'
description: PutDataTablesRequest
PutDataTablesRequestAddColumns:
type: object
properties:
name:
type: string
example: Question
type:
type: string
example: Dropdown
code:
type: string
example: Gender
mandatory:
type: boolean
example: true
PutDataTablesRequestChangeColumns:
type: object
properties:
name:
type: string
example: Question
newName:
type: string
example: Question 2
code:
type: string
example: Gender
newCode:
type: string
example: Gender2
mandatory:
type: boolean
example: true
PutDataTablesRequestDropColumns:
type: object
properties:
name:
type: string
example: Gender_cd_Question
PutDataTablesResponse:
type: object
properties:
resourceIdentifier:
type: string
example: extra_client_details
description: PutDataTablesResponse
PostDataTablesRegisterDatatableAppTable:
type: object
description: PostDataTablesRegisterDatatableAppTable
PostDataTablesAppTableIdRequest:
type: object
properties:
BusinessDescription:
type: string
example: Livestock sales
Comment:
type: string
example: First comment made
Education_cv:
type: string
example: Primary
Gender_cd:
type: integer
format: int64
example: 6
HighestRatePaid:
type: number
format: double
example: 8.5
NextVisit:
type: string
example: 01 October 2012
YearsinBusiness:
type: integer
format: int64
example: 5
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
description: PostDataTablesAppTableIdRequest
PostDataTablesAppTableIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: 'PostDataTablesAppTableIdResponse '
PostDataTablesRequest:
type: object
properties:
applicationTableName:
type: string
example: m_client
registeredTableName:
type: string
example: extra_client_details
multiRow:
type: boolean
description: "Allows to create multiple entries in the Data Table. Optional,\
\ defaults to false. If this property is not provided Data Table will\
\ allow only one entry."
example: true
columnHeaderData:
type: array
items:
$ref: '#/components/schemas/ResultsetColumnHeaderData'
description: PostDataTablesRequest
PostDataTablesResponse:
type: object
properties:
resourceIdentifier:
type: string
example: extra_client_details
description: PostDataTablesResponse
GetEntityDatatableChecksResponse:
type: object
properties:
id:
type: integer
format: int64
entity:
type: string
status:
$ref: '#/components/schemas/EnumOptionData'
datatableName:
type: string
systemDefined:
type: boolean
order:
type: integer
format: int64
productId:
type: integer
format: int64
productName:
type: string
description: GetEntityDatatableChecksResponse
DeleteEntityDatatableChecksTemplateResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteEntityDatatableChecksTemplateResponse
PostEntityDatatableChecksTemplateRequest:
type: object
properties:
entity:
type: string
example: m_loan
status:
type: integer
format: int64
example: 100
datatableName:
type: string
example: Additional Details
productId:
type: integer
format: int64
example: 1
description: PostEntityDatatableChecksTemplateRequest
PostEntityDatatableChecksTemplateResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostEntityDatatableChecksTemplateResponse
AppUser:
type: object
properties:
id:
type: integer
format: int64
email:
type: string
username:
type: string
firstname:
type: string
lastname:
type: string
password:
type: string
accountNonExpired:
type: boolean
accountNonLocked:
type: boolean
credentialsNonExpired:
type: boolean
enabled:
type: boolean
deleted:
type: boolean
office:
$ref: '#/components/schemas/Office'
staff:
$ref: '#/components/schemas/Staff'
roles:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/Role'
lastTimePasswordUpdated:
type: string
format: date-time
passwordNeverExpires:
type: boolean
appUserClientMappings:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/AppUserClientMapping'
authorities:
type: array
items:
$ref: '#/components/schemas/GrantedAuthority'
staffId:
type: integer
format: int64
staffDisplayName:
type: string
selfServiceUser:
type: boolean
systemUser:
type: boolean
notEnabled:
type: boolean
new:
type: boolean
AppUserClientMapping:
type: object
properties:
id:
type: integer
format: int64
client:
$ref: '#/components/schemas/Client'
new:
type: boolean
Charge:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
amount:
type: number
currencyCode:
type: string
chargeTimeType:
type: integer
format: int32
chargeCalculation:
type: integer
format: int32
chargePaymentMode:
type: integer
format: int32
feeInterval:
type: integer
format: int32
penalty:
type: boolean
active:
type: boolean
deleted:
type: boolean
minCap:
type: number
maxCap:
type: number
account:
$ref: '#/components/schemas/GLAccount'
taxGroup:
$ref: '#/components/schemas/TaxGroup'
annualFee:
type: boolean
overdueInstallment:
type: boolean
monthlyFee:
type: boolean
feeOnMonthDay:
$ref: '#/components/schemas/MonthDay'
disbursementCharge:
type: boolean
loanCharge:
type: boolean
allowedLoanChargeTime:
type: boolean
allowedClientChargeTime:
type: boolean
savingsCharge:
type: boolean
clientCharge:
type: boolean
allowedSavingsChargeTime:
type: boolean
allowedSavingsChargeCalculationType:
type: boolean
allowedClientChargeCalculationType:
type: boolean
percentageOfApprovedAmount:
type: boolean
percentageOfDisbursementAmount:
type: boolean
new:
type: boolean
ChargeData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
penalty:
type: boolean
currency:
$ref: '#/components/schemas/CurrencyData'
overdueInstallmentCharge:
type: boolean
Chronology:
type: object
properties:
zone:
$ref: '#/components/schemas/DateTimeZone'
Client:
type: object
properties:
id:
type: integer
format: int64
office:
$ref: '#/components/schemas/Office'
transferToOffice:
$ref: '#/components/schemas/Office'
image:
$ref: '#/components/schemas/Image'
status:
type: integer
format: int32
firstname:
type: string
middlename:
type: string
lastname:
type: string
displayName:
type: string
mobileNo:
type: string
writeOnly: true
emailAddress:
type: string
writeOnly: true
externalId:
type: string
staff:
$ref: '#/components/schemas/Staff'
groups:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/Group'
accountNumberRequiresAutoGeneration:
type: boolean
closureDate:
type: string
format: date
withdrawalDate:
type: string
format: date
submittedOnDate:
type: string
format: date
legalForm:
type: integer
format: int32
reopenedDate:
type: string
format: date
proposedTransferDate:
type: string
format: date-time
rejected:
type: boolean
pending:
type: boolean
notActive:
type: boolean
transferInProgress:
type: boolean
transferOnHold:
type: boolean
transferInProgressOrOnHold:
type: boolean
notPending:
type: boolean
withdrawn:
type: boolean
activationLocalDate:
type: string
format: date
officeJoiningLocalDate:
type: string
format: date
notStaff:
type: boolean
rejectedDate:
type: string
format: date
active:
type: boolean
closed:
type: boolean
new:
type: boolean
CurrencyData:
type: object
properties:
name:
type: string
DatatableCheckStatusData:
type: object
DatatableChecksData:
type: object
DateTimeField:
type: object
properties:
lenient:
type: boolean
rangeDurationField:
$ref: '#/components/schemas/DurationField'
leapDurationField:
$ref: '#/components/schemas/DurationField'
durationField:
$ref: '#/components/schemas/DurationField'
minimumValue:
type: integer
format: int32
maximumValue:
type: integer
format: int32
name:
type: string
type:
$ref: '#/components/schemas/DateTimeFieldType'
supported:
type: boolean
DateTimeFieldType:
type: object
properties:
durationType:
$ref: '#/components/schemas/DurationFieldType'
rangeDurationType:
$ref: '#/components/schemas/DurationFieldType'
name:
type: string
DateTimeZone:
type: object
properties:
id:
type: string
fixed:
type: boolean
DurationField:
type: object
properties:
unitMillis:
type: integer
format: int64
precise:
type: boolean
name:
type: string
type:
$ref: '#/components/schemas/DurationFieldType'
supported:
type: boolean
DurationFieldType:
type: object
properties:
name:
type: string
FloatingRate:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
floatingRatePeriods:
type: array
items:
$ref: '#/components/schemas/FloatingRatePeriod'
createdBy:
$ref: '#/components/schemas/AppUser'
modifiedBy:
$ref: '#/components/schemas/AppUser'
createdOn:
type: string
format: date-time
modifiedOn:
type: string
format: date-time
baseLendingRate:
type: boolean
active:
type: boolean
new:
type: boolean
FloatingRatePeriod:
type: object
properties:
id:
type: integer
format: int64
fromDate:
type: string
format: date-time
interestRate:
type: number
createdBy:
$ref: '#/components/schemas/AppUser'
modifiedBy:
$ref: '#/components/schemas/AppUser'
createdOn:
type: string
format: date-time
modifiedOn:
type: string
format: date-time
active:
type: boolean
differentialToBaseLendingRate:
type: boolean
floatingRatesId:
$ref: '#/components/schemas/FloatingRate'
new:
type: boolean
FundData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
GLAccount:
type: object
properties:
id:
type: integer
format: int64
children:
type: array
items:
$ref: '#/components/schemas/GLAccount'
name:
type: string
glCode:
type: string
disabled:
type: boolean
manualEntriesAllowed:
type: boolean
type:
type: integer
format: int32
usage:
type: integer
format: int32
headerAccount:
type: boolean
detailAccount:
type: boolean
new:
type: boolean
GetEntityDatatableChecksTemplateResponse:
type: object
properties:
entities:
type: array
items:
type: string
statusClient:
type: array
items:
$ref: '#/components/schemas/DatatableCheckStatusData'
statusGroup:
type: array
items:
$ref: '#/components/schemas/DatatableCheckStatusData'
statusSavings:
type: array
items:
$ref: '#/components/schemas/DatatableCheckStatusData'
statusLoans:
type: array
items:
$ref: '#/components/schemas/DatatableCheckStatusData'
datatables:
type: array
items:
$ref: '#/components/schemas/DatatableChecksData'
loanProductDatas:
type: array
items:
$ref: '#/components/schemas/LoanProductData'
savingsProductDatas:
type: array
items:
$ref: '#/components/schemas/SavingsProductData'
description: GetEntityDatatableChecksTemplateResponse
GrantedAuthority:
type: object
properties:
authority:
type: string
Group:
type: object
properties:
id:
type: integer
format: int64
office:
$ref: '#/components/schemas/Office'
staff:
$ref: '#/components/schemas/Staff'
parent:
$ref: '#/components/schemas/Group'
groupLevel:
$ref: '#/components/schemas/GroupLevel'
groupMembers:
type: array
writeOnly: true
items:
$ref: '#/components/schemas/Group'
clientMembers:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/Client'
submittedOnDate:
type: string
format: date
accountNumberRequiresAutoGeneration:
type: boolean
pending:
type: boolean
childGroup:
type: boolean
center:
type: boolean
activeClientMembers:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/Client'
notActive:
type: boolean
transferInProgress:
type: boolean
transferOnHold:
type: boolean
transferInProgressOrOnHold:
type: boolean
notPending:
type: boolean
activationLocalDate:
type: string
format: date
group:
type: boolean
active:
type: boolean
closed:
type: boolean
new:
type: boolean
GroupLevel:
type: object
properties:
id:
type: integer
format: int64
parentId:
type: integer
format: int64
superParent:
type: boolean
levelName:
type: string
recursable:
type: boolean
center:
type: boolean
group:
type: boolean
new:
type: boolean
Image:
type: object
properties:
id:
type: integer
format: int64
location:
type: string
storageType:
type: integer
format: int32
new:
type: boolean
LoanProduct:
type: object
properties:
id:
type: integer
format: int64
shortName:
type: string
rates:
type: array
items:
$ref: '#/components/schemas/Rate'
loanProductRelatedDetail:
$ref: '#/components/schemas/LoanProductRelatedDetail'
includeInBorrowerCycle:
type: boolean
startDate:
type: string
format: date
closeDate:
type: string
format: date
externalId:
type: string
minimumDaysBetweenDisbursalAndFirstRepayment:
type: integer
format: int32
productInterestRecalculationDetails:
$ref: '#/components/schemas/LoanProductInterestRecalculationDetails'
loanProductGuaranteeDetails:
$ref: '#/components/schemas/LoanProductGuaranteeDetails'
principalThresholdForLastInstallment:
type: number
installmentAmountInMultiplesOf:
type: integer
format: int32
floatingRates:
$ref: '#/components/schemas/LoanProductFloatingRates'
syncExpectedWithDisbursementDate:
type: boolean
writeOnly: true
currency:
$ref: '#/components/schemas/MonetaryCurrency'
equalAmortization:
type: boolean
interestRecalculationEnabled:
type: boolean
numberOfRepayments:
type: integer
format: int32
arrearsBasedOnOriginalSchedule:
type: boolean
minNumberOfRepayments:
type: integer
format: int32
maxNumberOfRepayments:
type: integer
format: int32
repaymentStrategy:
$ref: '#/components/schemas/LoanTransactionProcessingStrategy'
accountingType:
type: integer
format: int32
loanProductCharges:
type: array
items:
$ref: '#/components/schemas/Charge'
loanProductConfigurableAttributes:
$ref: '#/components/schemas/LoanProductConfigurableAttributes'
accountingDisabled:
type: boolean
cashBasedAccountingEnabled:
type: boolean
accrualBasedAccountingEnabled:
type: boolean
upfrontAccrualAccountingEnabled:
type: boolean
periodicAccrualAccountingEnabled:
type: boolean
principalAmount:
$ref: '#/components/schemas/Money'
minPrincipalAmount:
$ref: '#/components/schemas/Money'
maxPrincipalAmount:
$ref: '#/components/schemas/Money'
nominalInterestRatePerPeriod:
type: number
interestPeriodFrequencyType:
type: string
enum:
- DAYS
- WEEKS
- MONTHS
- YEARS
- WHOLE_TERM
- INVALID
minNominalInterestRatePerPeriod:
type: number
maxNominalInterestRatePerPeriod:
type: number
multiDisburseLoan:
type: boolean
holdGuaranteeFundsEnabled:
type: boolean
linkedToFloatingInterestRate:
type: boolean
new:
type: boolean
LoanProductBorrowerCycleVariationData:
type: object
properties:
borrowerCycleNumber:
type: integer
format: int32
paramType:
type: string
enum:
- INVALID
- PRINCIPAL
- INTERESTRATE
- REPAYMENT
valueConditionType:
type: string
enum:
- INVALID
- EQUAL
- GREATERTHAN
defaultValue:
type: number
LoanProductConfigurableAttributes:
type: object
properties:
id:
type: integer
format: int64
loanProduct:
$ref: '#/components/schemas/LoanProduct'
amortizationType:
type: boolean
writeOnly: true
interestType:
type: boolean
writeOnly: true
transactionProcessingStrategyId:
type: boolean
writeOnly: true
interestCalculationPeriodType:
type: boolean
writeOnly: true
inArrearsTolerance:
type: boolean
writeOnly: true
repaymentEvery:
type: boolean
writeOnly: true
graceOnPrincipalAndInterestPayment:
type: boolean
writeOnly: true
graceOnArrearsAgeing:
type: boolean
writeOnly: true
amortizationBoolean:
type: boolean
interestMethodBoolean:
type: boolean
transactionProcessingStrategyBoolean:
type: boolean
interestCalcPeriodBoolean:
type: boolean
arrearsToleranceBoolean:
type: boolean
repaymentEveryBoolean:
type: boolean
graceOnPrincipalAndInterestPaymentBoolean:
type: boolean
graceOnArrearsAgingBoolean:
type: boolean
new:
type: boolean
LoanProductData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
description:
type: string
fundId:
type: integer
format: int64
fundName:
type: string
startDate:
type: string
format: date
closeDate:
type: string
format: date
currency:
$ref: '#/components/schemas/CurrencyData'
principal:
type: number
minPrincipal:
type: number
maxPrincipal:
type: number
numberOfRepayments:
type: integer
format: int32
minNumberOfRepayments:
type: integer
format: int32
maxNumberOfRepayments:
type: integer
format: int32
repaymentEvery:
type: integer
format: int32
repaymentFrequencyType:
$ref: '#/components/schemas/EnumOptionData'
interestRatePerPeriod:
type: number
minInterestRatePerPeriod:
type: number
maxInterestRatePerPeriod:
type: number
interestRateFrequencyType:
$ref: '#/components/schemas/EnumOptionData'
annualInterestRate:
type: number
interestRateDifferential:
type: number
minDifferentialLendingRate:
type: number
defaultDifferentialLendingRate:
type: number
maxDifferentialLendingRate:
type: number
amortizationType:
$ref: '#/components/schemas/EnumOptionData'
interestType:
$ref: '#/components/schemas/EnumOptionData'
interestCalculationPeriodType:
$ref: '#/components/schemas/EnumOptionData'
allowPartialPeriodInterestCalcualtion:
type: boolean
inArrearsTolerance:
type: number
transactionProcessingStrategyId:
type: integer
format: int64
transactionProcessingStrategyName:
type: string
graceOnPrincipalPayment:
type: integer
format: int32
recurringMoratoriumOnPrincipalPeriods:
type: integer
format: int32
graceOnInterestPayment:
type: integer
format: int32
graceOnInterestCharged:
type: integer
format: int32
graceOnArrearsAgeing:
type: integer
format: int32
daysInMonthType:
$ref: '#/components/schemas/EnumOptionData'
daysInYearType:
$ref: '#/components/schemas/EnumOptionData'
interestRecalculationData:
$ref: '#/components/schemas/LoanProductInterestRecalculationData'
principalVariationsForBorrowerCycle:
type: array
items:
$ref: '#/components/schemas/LoanProductBorrowerCycleVariationData'
interestRateVariationsForBorrowerCycle:
type: array
items:
$ref: '#/components/schemas/LoanProductBorrowerCycleVariationData'
numberOfRepaymentVariationsForBorrowerCycle:
type: array
items:
$ref: '#/components/schemas/LoanProductBorrowerCycleVariationData'
fundOptions:
type: array
items:
$ref: '#/components/schemas/FundData'
repaymentFrequencyTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
interestRateFrequencyTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
amortizationTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
interestTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
interestCalculationPeriodTypeOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
chargeOptions:
type: array
items:
$ref: '#/components/schemas/ChargeData'
multiDisburseLoan:
type: boolean
outstandingLoanBalance:
type: number
floatingInterestRateCalculationAllowed:
type: boolean
equalAmortization:
type: boolean
linkedToFloatingInterestRates:
type: boolean
interestRecalculationEnabled:
type: boolean
variableInstallmentsAllowed:
type: boolean
compoundingToBePostedAsTransaction:
type: boolean
getloanProductConfigurableAttributes:
$ref: '#/components/schemas/LoanProductConfigurableAttributes'
minimumGapBetweenInstallments:
type: integer
format: int32
maximumGapBetweenInstallments:
type: integer
format: int32
LoanProductFloatingRates:
type: object
properties:
id:
type: integer
format: int64
loanProduct:
$ref: '#/components/schemas/LoanProduct'
floatingRate:
$ref: '#/components/schemas/FloatingRate'
interestRateDifferential:
type: number
minDifferentialLendingRate:
type: number
defaultDifferentialLendingRate:
type: number
maxDifferentialLendingRate:
type: number
floatingInterestRateCalculationAllowed:
type: boolean
new:
type: boolean
LoanProductGuaranteeDetails:
type: object
properties:
id:
type: integer
format: int64
mandatoryGuarantee:
type: number
minimumGuaranteeFromOwnFunds:
type: number
minimumGuaranteeFromGuarantor:
type: number
new:
type: boolean
LoanProductInterestRecalculationData:
type: object
properties:
interestRecalculationCompoundingType:
$ref: '#/components/schemas/EnumOptionData'
rescheduleStrategyType:
$ref: '#/components/schemas/EnumOptionData'
recalculationRestFrequencyType:
$ref: '#/components/schemas/EnumOptionData'
recalculationRestFrequencyInterval:
type: integer
format: int32
recalculationRestFrequencyNthDay:
$ref: '#/components/schemas/EnumOptionData'
recalculationRestFrequencyWeekday:
$ref: '#/components/schemas/EnumOptionData'
recalculationRestFrequencyOnDay:
type: integer
format: int32
recalculationCompoundingFrequencyType:
$ref: '#/components/schemas/EnumOptionData'
recalculationCompoundingFrequencyInterval:
type: integer
format: int32
recalculationCompoundingFrequencyNthDay:
$ref: '#/components/schemas/EnumOptionData'
recalculationCompoundingFrequencyWeekday:
$ref: '#/components/schemas/EnumOptionData'
recalculationCompoundingFrequencyOnDay:
type: integer
format: int32
compoundingToBePostedAsTransaction:
type: boolean
LoanProductInterestRecalculationDetails:
type: object
properties:
id:
type: integer
format: int64
interestRecalculationCompoundingMethod:
type: integer
format: int32
rescheduleStrategyMethod:
type: integer
format: int32
restFrequencyType:
type: string
enum:
- INVALID
- SAME_AS_REPAYMENT_PERIOD
- DAILY
- WEEKLY
- MONTHLY
restInterval:
type: integer
format: int32
restFrequencyNthDay:
type: integer
format: int32
restFrequencyWeekday:
type: integer
format: int32
restFrequencyOnDay:
type: integer
format: int32
compoundingFrequencyType:
type: string
enum:
- INVALID
- SAME_AS_REPAYMENT_PERIOD
- DAILY
- WEEKLY
- MONTHLY
compoundingInterval:
type: integer
format: int32
compoundingFrequencyNthDay:
type: integer
format: int32
compoundingFrequencyWeekday:
type: integer
format: int32
compoundingFrequencyOnDay:
type: integer
format: int32
isCompoundingToBePostedAsTransaction:
type: boolean
arrearsBasedOnOriginalSchedule:
type: boolean
new:
type: boolean
LoanProductRelatedDetail:
type: object
properties:
currency:
$ref: '#/components/schemas/MonetaryCurrency'
principal:
$ref: '#/components/schemas/Money'
nominalInterestRatePerPeriod:
type: number
interestPeriodFrequencyType:
type: string
enum:
- DAYS
- WEEKS
- MONTHS
- YEARS
- WHOLE_TERM
- INVALID
annualNominalInterestRate:
type: number
interestMethod:
type: string
enum:
- DECLINING_BALANCE
- FLAT
- INVALID
interestCalculationPeriodMethod:
type: string
enum:
- DAILY
- SAME_AS_REPAYMENT_PERIOD
- INVALID
allowPartialPeriodInterestCalcualtion:
type: boolean
repayEvery:
type: integer
format: int32
repaymentPeriodFrequencyType:
type: string
enum:
- DAYS
- WEEKS
- MONTHS
- YEARS
- WHOLE_TERM
- INVALID
numberOfRepayments:
type: integer
format: int32
graceOnPrincipalPayment:
type: integer
format: int32
graceOnInterestPayment:
type: integer
format: int32
amortizationMethod:
type: string
enum:
- EQUAL_PRINCIPAL
- EQUAL_INSTALLMENTS
- INVALID
inArrearsTolerance:
$ref: '#/components/schemas/Money'
graceOnArrearsAgeing:
type: integer
format: int32
equalAmortization:
type: boolean
interestRecalculationEnabled:
type: boolean
graceOnDueDate:
type: integer
format: int32
arrearsTolerance:
type: number
LoanTransactionProcessingStrategy:
type: object
properties:
id:
type: integer
format: int64
heavensfamilyStrategy:
type: boolean
earlyPaymentStrategy:
type: boolean
indianRBIStrategy:
type: boolean
standardStrategy:
type: boolean
creocoreStrategy:
type: boolean
principalInterestPenaltiesFeesOrderStrategy:
type: boolean
interestPrincipalPenaltiesFeesOrderStrategy:
type: boolean
new:
type: boolean
MonetaryCurrency:
type: object
properties:
code:
type: string
digitsAfterDecimal:
type: integer
format: int32
currencyInMultiplesOf:
type: integer
format: int32
Money:
type: object
properties:
currencyCode:
type: string
currencyDigitsAfterDecimal:
type: integer
format: int32
amount:
type: number
zero:
type: boolean
currency:
$ref: '#/components/schemas/MonetaryCurrency'
currencyInMultiplesOf:
type: integer
format: int32
greaterThanZero:
type: boolean
lessThanZero:
type: boolean
amountDefaultedToNullIfZero:
type: number
MonthDay:
type: object
properties:
dayOfMonth:
type: integer
format: int32
fieldTypes:
type: array
items:
$ref: '#/components/schemas/DateTimeFieldType'
monthOfYear:
type: integer
format: int32
chronology:
$ref: '#/components/schemas/Chronology'
values:
type: array
items:
type: integer
format: int32
fields:
type: array
items:
$ref: '#/components/schemas/DateTimeField'
Office:
type: object
properties:
id:
type: integer
format: int64
parent:
$ref: '#/components/schemas/Office'
name:
type: string
hierarchy:
type: string
openingLocalDate:
type: string
format: date
new:
type: boolean
Permission:
type: object
properties:
id:
type: integer
format: int64
grouping:
type: string
code:
type: string
new:
type: boolean
Rate:
type: object
properties:
id:
type: integer
format: int64
createdBy:
$ref: '#/components/schemas/AppUser'
createdDate:
type: string
format: date-time
lastModifiedBy:
$ref: '#/components/schemas/AppUser'
lastModifiedDate:
type: string
format: date-time
name:
type: string
percentage:
type: number
productApply:
type: integer
format: int32
active:
type: boolean
approveUser:
$ref: '#/components/schemas/AppUser'
new:
type: boolean
Role:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
disabled:
type: boolean
permissions:
type: array
items:
$ref: '#/components/schemas/Permission'
enabled:
type: boolean
new:
type: boolean
SavingsProductData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
currency:
$ref: '#/components/schemas/CurrencyData'
nominalAnnualInterestRate:
type: number
interestCompoundingPeriodType:
$ref: '#/components/schemas/EnumOptionData'
interestPostingPeriodType:
$ref: '#/components/schemas/EnumOptionData'
interestCalculationType:
$ref: '#/components/schemas/EnumOptionData'
interestCalculationDaysInYearType:
$ref: '#/components/schemas/EnumOptionData'
minRequiredOpeningBalance:
type: number
lockinPeriodFrequency:
type: integer
format: int32
lockinPeriodFrequencyType:
$ref: '#/components/schemas/EnumOptionData'
withdrawalFeeForTransfers:
type: boolean
allowOverdraft:
type: boolean
overdraftLimit:
type: number
minRequiredBalance:
type: number
depositAccountType:
type: string
Staff:
type: object
properties:
id:
type: integer
format: int64
loanOfficer:
type: boolean
active:
type: boolean
image:
$ref: '#/components/schemas/Image'
notLoanOfficer:
type: boolean
notActive:
type: boolean
new:
type: boolean
TaxComponent:
type: object
properties:
id:
type: integer
format: int64
createdBy:
$ref: '#/components/schemas/AppUser'
createdDate:
type: string
format: date-time
lastModifiedBy:
$ref: '#/components/schemas/AppUser'
lastModifiedDate:
type: string
format: date-time
percentage:
type: number
debitAccountType:
type: integer
format: int32
debitAcount:
$ref: '#/components/schemas/GLAccount'
creditAccountType:
type: integer
format: int32
creditAcount:
$ref: '#/components/schemas/GLAccount'
taxComponentHistories:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/TaxComponentHistory'
taxGroupMappings:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/TaxGroupMappings'
new:
type: boolean
TaxComponentHistory:
type: object
properties:
id:
type: integer
format: int64
createdBy:
$ref: '#/components/schemas/AppUser'
createdDate:
type: string
format: date-time
lastModifiedBy:
$ref: '#/components/schemas/AppUser'
lastModifiedDate:
type: string
format: date-time
percentage:
type: number
new:
type: boolean
TaxGroup:
type: object
properties:
id:
type: integer
format: int64
createdBy:
$ref: '#/components/schemas/AppUser'
createdDate:
type: string
format: date-time
lastModifiedBy:
$ref: '#/components/schemas/AppUser'
lastModifiedDate:
type: string
format: date-time
name:
type: string
taxGroupMappings:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/TaxGroupMappings'
new:
type: boolean
TaxGroupMappings:
type: object
properties:
id:
type: integer
format: int64
createdBy:
$ref: '#/components/schemas/AppUser'
createdDate:
type: string
format: date-time
lastModifiedBy:
$ref: '#/components/schemas/AppUser'
lastModifiedDate:
type: string
format: date-time
taxComponent:
$ref: '#/components/schemas/TaxComponent'
endDate:
type: string
format: date-time
new:
type: boolean
GetReportsResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
reportName:
type: string
example: Client Listing
reportType:
type: string
example: Table
reportSubType:
type: string
reportCategory:
type: string
example: Client
description:
type: string
example: "Individual Client Report Lists the small number of defined fields\
\ on the client table. Would expect to copy this report and add any one\
\ to one additional data for specific tenant needs. Can be run for any\
\ size MFI but you expect it only to be run within a branch for larger\
\ ones. Depending on how many columns are displayed, there is probably\
\ is a limit of about 20/50k clients returned for html display (export\
\ to excel doesnt have that client browser/memory impact)."
reportSql:
type: string
coreReport:
type: boolean
example: true
useReport:
type: boolean
example: true
reportParameters:
type: array
items:
$ref: '#/components/schemas/ReportParameterData'
description: GetReportsResponse
ReportParameterData:
type: object
GetReportsTemplateResponse:
type: object
properties:
allowedReportTypes:
type: array
items:
type: string
allowedReportSubTypes:
type: array
items:
type: string
allowedParameters:
type: array
items:
$ref: '#/components/schemas/ReportParameterData'
description: GetReportsTemplateResponse
PostRepostRequest:
type: object
properties:
reportName:
type: string
example: Completely New Report
reportType:
type: string
example: Table
reportSubType:
type: string
reportCategory:
type: string
example: Loan
description:
type: string
example: Just An Example
reportSql:
type: string
example: select 'very good sql' as AComment
reportParameters:
type: array
items:
$ref: '#/components/schemas/ReportParameterData'
description: PostRepostRequest
PostReportsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 132
description: PostReportsResponse
PutReportRequest:
type: object
properties:
reportName:
type: string
example: Completely New Report
reportParameters:
type: array
items:
$ref: '#/components/schemas/ReportParameterData'
description: PutReportRequest
PutReportResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 132
changes:
$ref: '#/components/schemas/PutReportResponseChanges'
description: PutReportResponse
PutReportResponseChanges:
type: object
properties:
reportName:
type: string
example: Changed New Report
reportParameters:
type: array
items:
$ref: '#/components/schemas/ReportParameterData'
DeleteReportsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 132
description: DeleteReportsResponse
GetReportNameResponse:
type: object
properties:
columnHeaders:
$ref: '#/components/schemas/ResultsetColumnHeaderData'
row:
$ref: '#/components/schemas/ResultsetRowData'
description: GetReportNameResponse
GetEntityTypeEntityIdDocumentsResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
parentEntityType:
type: string
example: clients
parentEntityId:
type: integer
format: int64
example: 1
name:
type: string
example: Client Details Form
fileName:
type: string
example: CGAP.pdf
size:
type: integer
format: int64
example: 5246719
type:
type: string
example: application/pdf
description:
type: string
example: A signed form signed by new member
location:
type: string
storageType:
type: integer
format: int32
description: GetEntityTypeEntityIdDocumentsResponse
PostEntityTypeEntityIdDocumentsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 3
resourceIdentifier:
type: string
example: "3"
description: PostEntityTypeEntityIdDocumentsResponse
BodyPart:
type: object
properties:
entity:
type: object
headers:
type: object
properties:
empty:
type: boolean
additionalProperties:
type: array
items:
type: string
mediaType:
type: object
properties:
type:
type: string
subtype:
type: string
parameters:
type: object
additionalProperties:
type: string
wildcardSubtype:
type: boolean
wildcardType:
type: boolean
parent:
$ref: '#/components/schemas/MultiPart'
providers:
type: object
contentDisposition:
$ref: '#/components/schemas/ContentDisposition'
parameterizedHeaders:
type: object
properties:
empty:
type: boolean
additionalProperties:
type: array
items:
$ref: '#/components/schemas/ParameterizedHeader'
ContentDisposition:
type: object
properties:
type:
type: string
parameters:
type: object
additionalProperties:
type: string
fileName:
type: string
creationDate:
type: string
format: date-time
modificationDate:
type: string
format: date-time
readDate:
type: string
format: date-time
size:
type: integer
format: int64
FormDataBodyPart:
type: object
properties:
entity:
type: object
headers:
type: object
properties:
empty:
type: boolean
additionalProperties:
type: array
items:
type: string
mediaType:
type: object
properties:
type:
type: string
subtype:
type: string
parameters:
type: object
additionalProperties:
type: string
wildcardSubtype:
type: boolean
wildcardType:
type: boolean
parent:
$ref: '#/components/schemas/MultiPart'
providers:
type: object
simple:
type: boolean
formDataContentDisposition:
$ref: '#/components/schemas/FormDataContentDisposition'
contentDisposition:
$ref: '#/components/schemas/ContentDisposition'
name:
type: string
value:
type: string
parameterizedHeaders:
type: object
properties:
empty:
type: boolean
additionalProperties:
type: array
items:
$ref: '#/components/schemas/ParameterizedHeader'
MultiPart:
type: object
properties:
entity:
type: object
headers:
type: object
properties:
empty:
type: boolean
additionalProperties:
type: array
items:
type: string
mediaType:
type: object
properties:
type:
type: string
subtype:
type: string
parameters:
type: object
additionalProperties:
type: string
wildcardSubtype:
type: boolean
wildcardType:
type: boolean
parent:
$ref: '#/components/schemas/MultiPart'
providers:
type: object
bodyParts:
type: array
items:
$ref: '#/components/schemas/BodyPart'
contentDisposition:
$ref: '#/components/schemas/ContentDisposition'
parameterizedHeaders:
type: object
properties:
empty:
type: boolean
additionalProperties:
type: array
items:
$ref: '#/components/schemas/ParameterizedHeader'
ParameterizedHeader:
type: object
properties:
value:
type: string
parameters:
type: object
additionalProperties:
type: string
PutEntityTypeEntityIdDocumentsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 3
changes:
$ref: '#/components/schemas/PutEntityTypeEntityIdDocumentsResponseChangesSwagger'
resourceIdentifier:
type: string
example: "3"
description: PutEntityTypeEntityIdDocumentsResponse
PutEntityTypeEntityIdDocumentsResponseChangesSwagger:
type: object
DeleteEntityTypeEntityIdDocumentsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 3
changes:
$ref: '#/components/schemas/PutEntityTypeEntityIdDocumentsResponseChangesSwagger'
resourceIdentifier:
type: string
example: "3"
description: DeleteEntityTypeEntityIdDocumentsResponse
Entity:
type: object
properties:
name:
type: string
actions:
type: array
writeOnly: true
items:
type: string
GetHookTemplateResponse:
type: object
properties:
templates:
type: array
items:
$ref: '#/components/schemas/HookTemplateData'
groupings:
type: array
items:
$ref: '#/components/schemas/Grouping'
description: GetHookTemplateResponse
Grouping:
type: object
properties:
name:
type: string
entities:
type: array
writeOnly: true
items:
$ref: '#/components/schemas/Entity'
HookTemplateData:
type: object
properties:
serviceId:
type: integer
format: int64
Event:
type: object
properties:
actionName:
type: string
entityName:
type: string
Field:
type: object
properties:
fieldName:
type: string
fieldValue:
type: string
fieldType:
type: string
GetHookResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Web
displayName:
type: string
example: Kremlin
isActive:
type: boolean
example: true
createdAt:
type: string
format: date
updatedAt:
type: string
format: date
templateId:
type: integer
format: int64
example: 1
templateName:
type: string
example: My UGD
events:
type: array
items:
$ref: '#/components/schemas/Event'
config:
type: array
items:
$ref: '#/components/schemas/Field'
description: GetHookResponse
DeleteHookResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: DeleteHookResponse
PutHookRequest:
type: object
properties:
name:
type: string
example: Web
isActive:
type: boolean
example: true
displayName:
type: string
example: Kremlin
templateId:
type: integer
format: int64
example: 1
events:
type: array
items:
$ref: '#/components/schemas/Event'
config:
type: array
items:
$ref: '#/components/schemas/Field'
description: PutHookRequest
PutHookResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
changes:
$ref: '#/components/schemas/PutHookResponseChangesSwagger'
description: PutHookResponse
PutHookResponseChangesSwagger:
type: object
properties:
displayName:
type: string
example: Kremlin
events:
type: array
example: 1
items:
$ref: '#/components/schemas/Event'
config:
type: array
items:
$ref: '#/components/schemas/Field'
PostHookRequest:
type: object
properties:
name:
type: string
example: Web
isActive:
type: boolean
example: true
displayName:
type: string
example: Kremlin
templateId:
type: integer
format: int64
example: 1
events:
type: array
items:
$ref: '#/components/schemas/Event'
config:
type: array
items:
$ref: '#/components/schemas/Field'
description: PostHookRequest
PostHookResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 4
description: PostHookResponse
GetSchedulerResponse:
type: object
properties:
active:
type: boolean
example: true
description: GetSchedulerResponse
GetJobsJobIDJobRunHistoryResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 8
pageItems:
type: array
items:
$ref: '#/components/schemas/JobDetailHistoryDataSwagger'
description: GetJobsJobIDJobRunHistoryResponse
JobDetailHistoryDataSwagger:
type: object
properties:
version:
type: integer
format: int64
example: 1
jobRunStartTime:
type: string
format: date-time
jobRunEndTime:
type: string
format: date-time
status:
type: string
example: success
triggerType:
type: string
example: cron
GetJobsResponse:
type: object
properties:
jobId:
type: integer
format: int64
example: 1
displayName:
type: string
example: Update loan Summary
nextRunTime:
type: string
format: date-time
initializingError:
type: string
cronExpression:
type: string
example: 0 0 22 1/1 * ? *
active:
type: boolean
example: false
currentlyRunning:
type: boolean
example: false
lastRunHistory:
$ref: '#/components/schemas/JobDetailHistoryData'
description: GetJobsResponse
JobDetailHistoryData:
type: object
PutJobsJobIDRequest:
type: object
properties:
displayName:
type: string
example: Update loan Summary
cronExpression:
type: string
example: 0 0 22 1/1 * ? *
active:
type: boolean
example: false
description: PutJobsJobsIDRequest
GetReportMailingJobsResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Client Numbers Report
description:
type: string
example: Client Numbers Report
startDateTime:
type: string
format: date-time
recurrence:
type: string
timeline:
$ref: '#/components/schemas/ReportMailingJobTimelineData'
emailRecipients:
type: string
example: info@musonisystem.com
emailSubject:
type: string
example: Client Numbers Report
emailMessage:
type: string
example: Client Numbers Report
emailAttachmentFileFormat:
$ref: '#/components/schemas/EnumOptionData'
stretchyReport:
$ref: '#/components/schemas/ReportData'
stretchyReportParamMap:
type: string
example: "{\"startDate\":\"2016-07-01\",\"endDate\":\"2016-08-02\",\"selectOffice\"\
:\"1\",\"environementUrl\":\"environementUrl\"}"
nextRunDateTime:
type: string
format: date-time
numberOfRuns:
type: integer
format: int32
example: 0
isActive:
type: boolean
example: true
runAsUserId:
type: integer
format: int64
example: 1
description: GetReportMailingJobsResponse
ReportData:
type: object
ReportMailingJobTimelineData:
type: object
PutReportMailingJobsRequest:
type: object
properties:
locale:
type: string
example: en_GB
dateFormat:
type: string
example: dd-MM-yyyy HH:mm:ss
startDateTime:
type: string
format: date-time
description: PutReportMailingJobsRequest
PutReportMailingJobsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
changes:
$ref: '#/components/schemas/PutReportMailingJobsResponseChanges'
description: PutReportMailingJobsResponse
PutReportMailingJobsResponseChanges:
type: object
properties:
startDateTime:
type: string
format: date-time
GetReportMailingJobsTemplate:
type: object
properties:
isActive:
type: boolean
example: true
emailAttachmentFileFormatOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
stretchyReportParamDateOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
description: GetReportMailingJobsTemplate
PostReportMailingJobsRequest:
type: object
properties:
locale:
type: string
example: en_GB
dateFormat:
type: string
example: dd-MM-yyyy HH:mm:ss
name:
type: string
example: Client Numbers Report
description:
type: string
example: Client Numbers Report
startDateTime:
type: string
format: date-time
stretchyReportId:
type: integer
format: int64
example: 120
emailRecipients:
type: string
example: info@musonisystem.com
emailSubject:
type: string
example: Client Numbers Report
emailMessage:
type: string
example: Client Numbers Report
recurrence:
type: string
example: "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,WE,FR"
isActive:
type: boolean
example: true
stretchyReportParamMap:
type: string
example: "{\"startDate\":\"2016-07-01\",\"endDate\":\"2016-08-02\",\"selectOffice\"\
:\"1\",\"environementUrl\":\"environementUrl\"}"
description: PostReportMailingJobsRequest
PostReportMailingJobsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostReportMailingJobsResponse
DeleteReportMailingJobsRequest:
type: object
description: 'DeleteReportMailingJobsRequest '
DeleteReportMailingJobsResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteReportMailingJobsResponse
ReportMailingJobRunHistoryData:
type: object
properties:
id:
type: integer
format: int64
reportMailingJobId:
type: integer
format: int64
startDateTime:
type: string
format: date-time
endDateTime:
type: string
format: date-time
status:
type: string
errorMessage:
type: string
errorLog:
type: string
PostAuthenticationResponse:
type: object
properties:
username:
type: string
example: mifos
userId:
type: integer
format: int64
example: 1
base64EncodedAuthenticationKey:
type: string
example: bWlmb3M6cGFzc3dvcmQ=
authenticated:
type: boolean
example: true
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
staffId:
type: integer
format: int64
example: 1
staffDisplayName:
type: string
example: "Director, Program"
organisationalRole:
$ref: '#/components/schemas/EnumOptionData'
roles:
type: array
items:
$ref: '#/components/schemas/RoleData'
permissions:
type: array
example: ALL_FUNCTIONS
items:
type: string
example: ALL_FUNCTIONS
description: PostAuthenticationResponse
RoleData:
type: object
properties:
id:
type: integer
format: int64
name:
type: string
GetUserDetailsResponse:
type: object
properties:
username:
type: string
example: mifos
userId:
type: integer
format: int64
example: 1
accessToken:
type: string
example: bWlmb3M6cGFzc3dvcmQ=
authenticated:
type: boolean
example: true
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
staffId:
type: integer
format: int64
example: 1
staffDisplayName:
type: string
example: mifosStaffDisplayName
organisationalRole:
$ref: '#/components/schemas/EnumOptionData'
roles:
type: array
items:
$ref: '#/components/schemas/RoleData'
permissions:
type: array
example: ALL_FUNCTIONS
items:
type: string
example: ALL_FUNCTIONS
description: GetUserDetailsResponse
GetSurveyResponse:
type: object
properties:
datatableData:
$ref: '#/components/schemas/GetSurveyResponseDatatableData'
enabled:
type: boolean
example: false
description: GetSurveyResponse
GetSurveyResponseDatatableData:
type: object
properties:
applicationTableName:
type: string
example: m_client
registeredTableName:
type: string
example: ppi_kenya_2005
columnHeaderData:
type: array
items:
$ref: '#/components/schemas/ResultsetColumnHeaderData'
PostSurveySurveyNameApptableIdRequest:
type: object
properties:
ppi_household_members_cd_q1_householdmembers:
type: integer
format: int64
example: 167
ppi_highestschool_cd_q2_highestschool:
type: integer
format: int64
example: 174
ppi_businessoccupation_cd_q3_businessoccupation:
type: integer
format: int64
example: 180
ppi_habitablerooms_cd_q4_habitablerooms:
type: integer
format: int64
example: 184
ppi_floortype_cd_q5_floortype:
type: integer
format: int64
example: 188
ppi_lightingsource_cd_q6_lightingsource:
type: integer
format: int64
example: 190
ppi_irons_cd_q7_irons:
type: integer
format: int64
example: 193
ppi_mosquitonets_cd_q8_mosquitonets:
type: integer
format: int64
example: 195
ppi_towels_cd_q9_towels:
type: integer
format: int64
example: 198
ppi_fryingpans_cd_q10_fryingpans:
type: integer
format: int64
example: 201
Date:
type: string
format: date-time
dateFormat:
type: string
format: date-time
locale:
type: string
example: en_GB
description: PostSurveySurveyNameApptableIdRequest
PostSurveySurveyNameApptableIdResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 2
clientId:
type: integer
format: int64
example: 87
resourceId:
type: integer
format: int64
example: 87
description: PostSurveySurveyNameApptableIdResponse
InteropIdentifiersResponseData:
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
ExtensionData:
required:
- key
type: object
properties:
key:
type: string
value:
type: string
GeoCodeData:
required:
- latitude
- longitude
type: object
properties:
latitude:
type: string
longitude:
type: string
InteropTransactionRequestData:
required:
- accountId
- amount
- transactionCode
- transactionRole
type: object
properties:
transactionCode:
type: string
requestCode:
type: string
accountId:
type: string
amount:
$ref: '#/components/schemas/MoneyData'
transactionRole:
type: string
enum:
- PAYER
- PAYEE
transactionType:
$ref: '#/components/schemas/InteropTransactionTypeData'
note:
type: string
geoCode:
$ref: '#/components/schemas/GeoCodeData'
expiration:
type: string
format: date-time
extensionList:
type: array
items:
$ref: '#/components/schemas/ExtensionData'
expirationLocalDate:
type: string
format: date
InteropTransactionTypeData:
required:
- initiator
- initiatorType
- scenario
type: object
properties:
scenario:
type: string
enum:
- DEPOSIT
- WITHDRAWAL
- TRANSFER
- PAYMENT
- REFUND
subScenario:
type: string
initiator:
type: string
enum:
- PAYER
- PAYEE
initiatorType:
type: string
enum:
- CONSUMER
- AGENT
- BUSINESS
- DEVICE
MoneyData:
required:
- amount
- currency
type: object
properties:
amount:
type: number
currency:
type: string
InteropTransactionRequestResponseData:
required:
- requestCode
- state
- transactionCode
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
transactionCode:
type: string
state:
type: string
enum:
- ACCEPTED
- REJECTED
expiration:
type: string
extensionList:
type: array
items:
$ref: '#/components/schemas/ExtensionData'
requestCode:
type: string
InteropQuoteResponseData:
required:
- quoteCode
- state
- transactionCode
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
transactionCode:
type: string
state:
type: string
enum:
- ACCEPTED
- REJECTED
expiration:
type: string
extensionList:
type: array
items:
$ref: '#/components/schemas/ExtensionData'
quoteCode:
type: string
fspFee:
$ref: '#/components/schemas/MoneyData'
fspCommission:
$ref: '#/components/schemas/MoneyData'
InteropQuoteRequestData:
required:
- accountId
- amount
- amountType
- quoteCode
- transactionCode
- transactionRole
type: object
properties:
transactionCode:
type: string
requestCode:
type: string
accountId:
type: string
amount:
$ref: '#/components/schemas/MoneyData'
transactionRole:
type: string
enum:
- PAYER
- PAYEE
transactionType:
$ref: '#/components/schemas/InteropTransactionTypeData'
note:
type: string
geoCode:
$ref: '#/components/schemas/GeoCodeData'
expiration:
type: string
format: date-time
extensionList:
type: array
items:
$ref: '#/components/schemas/ExtensionData'
quoteCode:
type: string
amountType:
type: string
enum:
- SEND
- RECEIVE
fees:
$ref: '#/components/schemas/MoneyData'
expirationLocalDate:
type: string
format: date
InteropIdentifierRequestData:
required:
- accountId
- idType
- idValue
type: object
properties:
idType:
type: string
enum:
- MSISDN
- EMAIL
- PERSONAL_ID
- BUSINESS
- DEVICE
- ACCOUNT_ID
- IBAN
- ALIAS
idValue:
type: string
subIdOrType:
type: string
accountId:
type: string
InteropIdentifierAccountResponseData:
required:
- accountId
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
accountId:
type: string
InteropTransferRequestData:
required:
- accountId
- amount
- transactionCode
- transactionRole
- transferCode
type: object
properties:
transactionCode:
type: string
requestCode:
type: string
accountId:
type: string
amount:
$ref: '#/components/schemas/MoneyData'
transactionRole:
type: string
enum:
- PAYER
- PAYEE
transactionType:
$ref: '#/components/schemas/InteropTransactionTypeData'
note:
type: string
geoCode:
$ref: '#/components/schemas/GeoCodeData'
expiration:
type: string
format: date-time
extensionList:
type: array
items:
$ref: '#/components/schemas/ExtensionData'
transferCode:
type: string
fspFee:
$ref: '#/components/schemas/MoneyData'
fspCommission:
$ref: '#/components/schemas/MoneyData'
expirationLocalDate:
type: string
format: date
InteropTransferResponseData:
required:
- state
- transactionCode
- transferCode
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
transactionCode:
type: string
state:
type: string
enum:
- ACCEPTED
- REJECTED
expiration:
type: string
extensionList:
type: array
items:
$ref: '#/components/schemas/ExtensionData'
transferCode:
type: string
completedTimestamp:
type: string
InteropAccountData:
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
InteropTransactionsData:
type: object
properties:
officeId:
type: integer
format: int64
groupId:
type: integer
format: int64
clientId:
type: integer
format: int64
loanId:
type: integer
format: int64
savingsId:
type: integer
format: int64
subResourceId:
type: integer
format: int64
transactionId:
type: string
changes:
type: object
additionalProperties:
type: object
productId:
type: integer
format: int64
gsimId:
type: integer
format: int64
glimId:
type: integer
format: int64
rollbackTransaction:
type: boolean
GetHolidaysResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Good Friday
fromDate:
type: string
format: date
toDate:
type: string
format: date
repaymentsRescheduledTo:
type: string
format: date
officeId:
type: integer
format: int64
example: 1
status:
$ref: '#/components/schemas/EnumOptionData'
description: GetHolidaysResponse
PostHolidaysRequest:
type: object
properties:
name:
type: string
example: Good Friday
description:
type: string
example: Good Friday
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
fromDate:
type: string
format: date
toDate:
type: string
format: date
repaymentsRescheduledTo:
type: string
format: date
offices:
type: array
items:
$ref: '#/components/schemas/PostHolidaysRequestOffices'
description: PostHolidaysRequest
PostHolidaysRequestOffices:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
PostHolidaysResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostHolidaysResponse
PostHolidaysHolidayIdRequest:
type: object
description: PostHolidaysHolidayIdRequest
PostHolidaysHolidayIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostHolidaysHolidayIdResponse
PutHolidaysHolidayIdRequest:
type: object
properties:
name:
type: string
example: Independence day
description:
type: string
example: Holiday for Independence day celebration
description: PutHolidaysHolidayIdRequest
PutHolidaysHolidayIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
changes:
$ref: '#/components/schemas/PutHolidaysHolidayIdResponseChanges'
description: PutHolidaysHolidayIdResponse
PutHolidaysHolidayIdResponseChanges:
type: object
properties:
name:
type: string
example: Independence day
description:
type: string
example: Holiday for Independence day celebration
DeleteHolidaysHolidayIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteHolidaysHolidayIdResponse
PutCurrenciesRequest:
type: object
properties:
currencies:
type: string
example: "[\"KES\",\"BND\",\"LBP\",\"GHC\",\"USD\",\"XOF\",\"AED\",\"AMD\"\
]"
description: PutCurrenciesRequest
PutCurrenciesResponse:
type: object
properties:
currencies:
type: string
example: "[\"KES\",\"BND\",\"LBP\",\"GHC\",\"USD\",\"XOF\",\"AED\",\"AMD\"\
]"
description: PutCurrenciesResponse
GetCurrenciesResponse:
type: object
properties:
selectedCurrencyOptions:
type: array
items:
$ref: '#/components/schemas/CurrencyData'
currencyOptions:
type: array
items:
$ref: '#/components/schemas/CurrencyData'
description: GetCurrenciesResponse
GetOfficesResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
externalId:
type: string
example: "1"
openingDate:
type: string
format: date
hierarchy:
type: string
example: "."
description: GetOfficesResponse
PostOfficesRequest:
type: object
properties:
name:
type: string
example: Good Friday
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
openingDate:
type: string
format: date
parentId:
type: integer
format: int64
example: 2
externalId:
type: string
example: SYS54-88
description: PostOfficesRequest
PostOfficesResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 3
resourceId:
type: integer
format: int64
example: 3
description: PostOfficesResponse
GetOfficesTemplateResponse:
type: object
properties:
openingDate:
type: string
format: date
allowedParents:
type: array
items:
$ref: '#/components/schemas/GetOfficesResponse'
description: GetOfficesTemplateResponse
PutOfficesOfficeIdRequest:
type: object
properties:
name:
type: string
example: Name is updated
description: PutOfficesOfficeIdRequest
PutOfficesOfficeIdResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 3
resourceId:
type: integer
format: int64
example: 3
changes:
$ref: '#/components/schemas/PutOfficesOfficeIdResponseChanges'
description: PutOfficesOfficeIdResponse
PutOfficesOfficeIdResponseChanges:
type: object
properties:
name:
type: string
example: Name is updated
GetProvisioningCriteriaResponse:
type: object
properties:
criteriaId:
type: integer
format: int64
example: 1
criteriaName:
type: string
example: High Risk Products Criteria
createdBy:
type: string
example: mifos
description: GetProvisioningCriteriaResponse
ProvisioningCriteriaDefinitionData:
type: object
properties:
id:
type: integer
format: int64
categoryId:
type: integer
format: int64
categoryName:
type: string
minAge:
type: integer
format: int64
maxAge:
type: integer
format: int64
provisioningPercentage:
type: number
liabilityAccount:
type: integer
format: int64
liabilityCode:
type: string
expenseAccount:
type: integer
format: int64
expenseCode:
type: string
PutProvisioningCriteriaRequest:
type: object
properties:
criteriaName:
type: string
example: High Risk Products Criteria
loanProducts:
type: array
items:
$ref: '#/components/schemas/LoanProductData'
provisioningcriteria:
type: array
items:
$ref: '#/components/schemas/ProvisioningCriteriaDefinitionData'
description: PutProvisioningCriteriaRequest
PutProvisioningCriteriaResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
changes:
$ref: '#/components/schemas/PutProvisioningCriteriaResponseChanges'
description: PutProvisioningCriteriaResponse
PutProvisioningCriteriaResponseChanges:
type: object
properties:
criteriaName:
type: string
example: High Risk Products Criteria
GetProvisioningCriteriaCriteriaIdResponse:
type: object
properties:
criteriaId:
type: integer
format: int64
example: 1
criteriaName:
type: string
example: High Risk Products Criteria
createdBy:
type: string
example: mifos
loanProducts:
type: array
items:
$ref: '#/components/schemas/LoanProductData'
provisioningcriteria:
type: array
items:
$ref: '#/components/schemas/ProvisioningCriteriaDefinitionData'
description: GetProvisioningCriteriaCriteriaIdResponse
DeleteProvisioningCriteriaResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteProvisioningCriteriaResponse
PostProvisioningCriteriaRequest:
type: object
properties:
criteriaName:
type: string
example: High Risk Products Criteria
loanProducts:
type: array
items:
$ref: '#/components/schemas/LoanProductData'
provisioningcriteria:
type: array
items:
$ref: '#/components/schemas/ProvisioningCriteriaDefinitionData'
description: PostProvisioningCriteriaRequest
PostProvisioningCriteriaResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PostProvisioningCriteriaResponse
GetStaffResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
firstname:
type: string
example: John
lastname:
type: string
example: Doe
displayName:
type: string
example: "Doe, John"
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
isLoanOfficer:
type: boolean
example: true
externalId:
type: string
example: 17H
isActive:
type: boolean
example: false
joiningDate:
type: string
format: date
description: GetStaffResponse
PostStaffRequest:
type: object
properties:
id:
type: integer
format: int64
example: 1
firstname:
type: string
example: John
lastname:
type: string
example: Doe
isLoanOfficer:
type: boolean
example: true
externalId:
type: string
example: 17H
mobileNo:
type: string
example: +353851239876
isActive:
type: boolean
example: true
joiningDate:
type: string
format: date
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
description: PostStaffRequest
PostStaffResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 1
description: PostStaffResponse
PutStaffRequest:
type: object
properties:
isLoanOfficer:
type: boolean
example: false
externalId:
type: string
example: 17Hbb
description: PutStaffRequest
PutStaffResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 1
description: PutStaffResponse
GetTellersResponse:
type: object
properties:
id:
type: integer
format: int64
example: 3
officeId:
type: integer
format: int64
example: 1
debitAccountId:
type: integer
format: int64
example: 0
creditAccountId:
type: integer
format: int64
example: 0
name:
type: string
example: Teller3
startDate:
type: string
format: date
status:
type: string
example: ACTIVE
enum:
- INVALID
- PENDING
- ACTIVE
- INACTIVE
- CLOSED
officeName:
type: string
example: Head Office
description: GetTellersResponse
PostTellersRequest:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
name:
type: string
example: Teller3
description:
type: string
example: cash handling
status:
type: string
example: ACTIVE
enum:
- INVALID
- PENDING
- ACTIVE
- INACTIVE
- CLOSED
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
startDate:
type: string
format: date
description: PostTellersRequest
PostTellersResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 5
description: PostTellersResponse
PutTellersRequest:
type: object
properties:
name:
type: string
example: Teller3
officeId:
type: integer
format: int64
example: 1
description:
type: string
example: teller cash handling
status:
type: string
example: ACTIVE
enum:
- INVALID
- PENDING
- ACTIVE
- INACTIVE
- CLOSED
endDate:
type: string
format: date
startDate:
type: string
format: date
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
description: PutTellersRequest
PutTellersResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int64
example: 5
changes:
$ref: '#/components/schemas/PutTellersResponseChanges'
description: PutTellersResponse
PutTellersResponseChanges:
type: object
properties:
description:
type: string
example: teller cash handling
endDate:
type: string
format: date
startDate:
type: string
format: date
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
DeleteTellersTellerIdCashiersCashierIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: DeleteTellersTellerIdCashiersCashierIdResponse
GetTellersTellerIdCashiersCashierIdResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
tellerId:
type: integer
format: int64
example: 1
staffId:
type: integer
format: int64
example: 1
description:
type: string
startDate:
type: string
format: date
endDate:
type: string
format: date
isFullDay:
type: boolean
example: true
startTime:
type: string
endTime:
type: string
tellerName:
type: string
example: Teller1
staffName:
type: string
example: "Staff1, Test"
description: GetTellersTellerIdCashiersCashierIdResponse
CashierData:
type: object
properties:
id:
type: integer
format: int64
tellerId:
type: integer
format: int64
officeId:
type: integer
format: int64
staffId:
type: integer
format: int64
description:
type: string
startDate:
type: string
format: date-time
endDate:
type: string
format: date-time
startTime:
type: string
endTime:
type: string
officeName:
type: string
tellerName:
type: string
staffName:
type: string
fullDay:
type: boolean
GetTellersTellerIdCashiersCashiersIdTransactionsTemplateResponse:
type: object
properties:
cashierId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
tellerId:
type: integer
format: int64
example: 0
tellerName:
type: string
example: Teller1
cashierName:
type: string
example: "Staff1, Test"
cashierData:
$ref: '#/components/schemas/CashierData'
startDate:
type: string
format: date
endDate:
type: string
format: date
currencyOptions:
type: array
items:
$ref: '#/components/schemas/CurrencyData'
description: GetTellersTellerIdCashiersCashiersIdTransactionsTemplateResponse
CashierTransactionData:
type: object
properties:
id:
type: integer
format: int64
cashierId:
type: integer
format: int64
txnType:
$ref: '#/components/schemas/CashierTxnType'
txnAmount:
type: number
txnDate:
type: string
format: date-time
entityId:
type: integer
format: int64
entityType:
type: string
txnNote:
type: string
createdDate:
type: string
format: date-time
officeId:
type: integer
format: int64
officeName:
type: string
tellerId:
type: integer
format: int64
tellerName:
type: string
cashierName:
type: string
cashierData:
$ref: '#/components/schemas/CashierData'
startDate:
type: string
format: date-time
endDate:
type: string
format: date-time
CashierTxnType:
type: object
properties:
id:
type: integer
format: int32
value:
type: string
GetTellersTellerIdCashiersCashiersIdSummaryAndTransactionsResponse:
type: object
properties:
sumCashAllocation:
type: number
example: 7000.0
sumInwardCash:
type: number
example: 0
sumOutwardCash:
type: number
example: 0
sumCashSettlement:
type: number
example: 50.0
netCash:
type: number
example: 6950.0
officeName:
type: string
example: Head Office
tellerId:
type: integer
format: int64
example: 1
tellerName:
type: string
example: Teller1
cashierId:
type: integer
format: int64
example: 1
cashierName:
type: string
example: "Staff1, Test"
cashierTransactions:
$ref: '#/components/schemas/PageCashierTransactionData'
description: GetTellersTellerIdCashiersCashiersIdSummaryAndTransactionsResponse
PageCashierTransactionData:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
pageItems:
type: array
items:
$ref: '#/components/schemas/CashierTransactionData'
PostTellersTellerIdCashiersRequest:
type: object
properties:
endDate:
type: string
format: date
description:
type: string
example: teller cash handling
isFullDay:
type: boolean
example: true
staffId:
type: integer
format: int64
example: 3
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
startDate:
type: string
format: date
description: PostTellersTellerIdCashiersRequest
PostTellersTellerIdCashiersResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
subResourceId:
type: integer
format: int64
example: 2
description: PostTellersTellerIdCashiersResponse
GetTellersTellerIdCashiersCashiersIdTransactionsResponse:
type: object
properties:
id:
type: integer
format: int64
example: 8
cashierId:
type: integer
format: int64
example: 15
txnType:
$ref: '#/components/schemas/CashierTxnType'
txnAmount:
type: number
example: 1000
txnDate:
type: string
format: date-time
entityId:
type: integer
format: int64
example: 2
entityType:
type: string
example: loans
txnNote:
type: string
example: "Disbursement, Loan:2-000000002,Client:1-Test 1"
createdDate:
type: string
format: date-time
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
tellerId:
type: integer
format: int64
example: 0
cashierName:
type: string
example: "B, Ramesh"
description: GetTellersTellerIdCashiersCashiersIdTransactionsResponse
GetTellersTellerIdCashiersTemplateResponse:
type: object
properties:
tellerId:
type: integer
format: int64
example: 1
tellerName:
type: string
example: Teller1
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
staffOptions:
type: array
items:
$ref: '#/components/schemas/StaffData'
description: GetTellersTellerIdCashiersTemplateResponse
StaffData:
type: object
properties:
id:
type: integer
format: int64
firstname:
type: string
lastname:
type: string
displayName:
type: string
officeId:
type: integer
format: int64
officeName:
type: string
joiningDate:
type: string
format: date
rowIndex:
type: integer
format: int32
PostTellersTellerIdCashiersCashierIdAllocateRequest:
type: object
properties:
currencyCode:
type: string
example: USD
txnAmount:
type: number
example: 5000
txnNote:
type: string
example: allocating cash
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
txnDate:
type: string
format: date-time
description: PostTellersTellerIdCashiersCashierIdAllocateRequest
PostTellersTellerIdCashiersCashierIdAllocateResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
subResourceId:
type: integer
format: int64
example: 4
description: PostTellersTellerIdCashiersCashierIdAllocateResponse
PutTellersTellerIdCashiersCashierIdRequest:
type: object
properties:
endDate:
type: string
format: date
description:
type: string
example: Cashier updated.
isFullDay:
type: boolean
example: true
staffId:
type: integer
format: int64
example: 1
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
startDate:
type: string
format: date
description: PutTellersTellerIdCashiersCashierIdRequest
PutTellersTellerIdCashiersCashierIdResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
subResourceId:
type: integer
format: int64
example: 2
changes:
$ref: '#/components/schemas/PutTellersTellerIdCashiersCashierIdResponseChanges'
description: PutTellersTellerIdCashiersCashierIdResponse
PutTellersTellerIdCashiersCashierIdResponseChanges:
type: object
properties:
endDate:
type: string
format: date
description:
type: string
example: Cashier updated.
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
PostTellersTellerIdCashiersCashierIdSettleRequest:
type: object
properties:
currencyCode:
type: string
example: USD
txnAmount:
type: number
example: 2000
txnNote:
type: string
example: cash settlement
locale:
type: string
example: en
dateFormat:
type: string
example: dd-MM-yyyy
txnDate:
type: string
format: date-time
description: PostTellersTellerIdCashiersCashierIdSettleRequest
PostTellersTellerIdCashiersCashierIdSettleResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
subResourceId:
type: integer
format: int64
example: 5
description: PostTellersTellerIdCashiersCashierIdSettleResponse
GetTellersTellerIdCashiersResponse:
type: object
properties:
tellerId:
type: integer
format: int64
example: 1
tellerName:
type: string
example: Teller1
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
cashiers:
type: array
items:
$ref: '#/components/schemas/CashierData'
description: GetTellersTellerIdCashiersResponse
GetWorkingDaysTemplateResponse:
type: object
properties:
repaymentRescheduleOptions:
type: array
items:
$ref: '#/components/schemas/EnumOptionData'
description: GetWorkingDaysTemplateResponse
GetWorkingDaysResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
recurrence:
type: string
example: "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,TU,WE,TH,FR"
repaymentRescheduleType:
$ref: '#/components/schemas/EnumOptionData'
extendTermForDailyRepayments:
type: boolean
example: true
description: GetWorkingDaysResponse
PutWorkingDaysRequest:
type: object
properties:
recurrence:
type: string
example: "FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,TU,WE,TH,FR"
locale:
type: string
example: en
repaymentRescheduleType:
$ref: '#/components/schemas/EnumOptionData'
extendTermForDailyRepayments:
type: boolean
example: true
description: PutWorkingDaysRequest
PutWorkingDaysResponse:
type: object
properties:
resourceId:
type: integer
format: int64
example: 1
description: PutWorkingDaysResponse
GetAccountTransfersFromAccountType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetAccountTransfersFromAccountTypeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetAccountTransfersFromClientOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
displayName:
type: string
example: Small shop
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: HO
GetAccountTransfersFromOffice:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: HO
nameDecorated:
type: string
example: HO
externalId:
type: integer
format: int32
example: 1
openingDate:
type: string
format: date
hierarchy:
type: string
example: "."
GetAccountTransfersFromOfficeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: HO
nameDecorated:
type: string
example: HO
GetAccountTransfersTemplateResponse:
type: object
properties:
transferAmount:
type: integer
format: int64
example: 0
transferDate:
type: string
format: date
fromOffice:
$ref: '#/components/schemas/GetAccountTransfersFromOffice'
fromAccountType:
$ref: '#/components/schemas/GetAccountTransfersFromAccountType'
fromOfficeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersFromOfficeOptions'
fromClientOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersFromClientOptions'
fromAccountTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersFromAccountTypeOptions'
toOfficeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersToOfficeOptions'
toAccountTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersToAccountTypeOptions'
description: GetAccountTransfersTemplateResponse
GetAccountTransfersToAccountTypeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetAccountTransfersToOfficeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: HO
nameDecorated:
type: string
example: HO
GetAccountTransfersPageItems:
type: object
properties:
id:
type: integer
format: int32
example: 1
reversed:
type: boolean
example: false
currency:
$ref: '#/components/schemas/GetAccountTransfersPageItemsCurrency'
transferAmount:
type: number
format: float
example: 200
transferDate:
type: string
format: date
transferDescription:
type: string
example: pay off loan from savings.
fromOffice:
$ref: '#/components/schemas/GetAccountTransfersPageItemsFromOffice'
fromClient:
$ref: '#/components/schemas/GetAccountTransfersFromClientOptions'
fromAccountType:
$ref: '#/components/schemas/GetAccountTransfersFromAccountType'
fromAccount:
$ref: '#/components/schemas/GetAccountTransfersPageItemsFromAccount'
toOffice:
$ref: '#/components/schemas/GetAccountTransfersPageItemsFromOffice'
toClient:
$ref: '#/components/schemas/GetAccountTransfersFromClientOptions'
toAccountType:
$ref: '#/components/schemas/GetAccountTransfersPageItemsToAccountType'
toAccount:
$ref: '#/components/schemas/GetAccountTransfersPageItemsFromAccount'
GetAccountTransfersPageItemsCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetAccountTransfersPageItemsFromAccount:
type: object
properties:
id:
type: integer
format: int32
example: 1
accountNo:
type: integer
format: int64
example: 1
GetAccountTransfersPageItemsFromOffice:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: HO
GetAccountTransfersPageItemsToAccountType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountType.loan
description:
type: string
example: Loan Account
GetAccountTransfersResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 4
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersPageItems'
description: GetAccountTransfersResponse
PostAccountTransfersRefundByTransferRequest:
type: object
properties:
fromAccountId:
type: integer
format: int32
example: 2
fromAccountType:
type: integer
format: int32
example: 1
toOfficeId:
type: integer
format: int32
example: 1
toClientId:
type: integer
format: int32
example: 1
toAccountType:
type: integer
format: int32
example: 2
toAccountId:
type: integer
format: int32
example: 1
transferAmount:
type: number
format: float
example: 130
transferDate:
type: string
example: 31 October 2014
transferDescription:
type: string
example: Transfer refund to my savings account
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
fromClientId:
type: integer
format: int32
example: 1
fromOfficeId:
type: integer
format: int32
example: 1
description: PostAccountTransfersRefundByTransferRequest
PostAccountTransfersRefundByTransferResponse:
type: object
properties:
savingsId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
description: PostAccountTransfersRefundByTransferResponse
GetAccountTransfersClientClassification:
type: object
GetAccountTransfersClientType:
type: object
GetAccountTransfersGender:
type: object
GetAccountTransfersGroups:
type: object
GetAccountTransfersStatus:
type: object
properties:
id:
type: integer
format: int32
example: 300
code:
type: string
example: clientStatusType.active
description:
type: string
example: Active
GetAccountTransfersTemplateRefundByTransferCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 0
inMultiplesOf:
type: integer
format: int32
example: 0
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetAccountTransfersTemplateRefundByTransferFromAccount:
type: object
properties:
id:
type: integer
format: int32
example: 2
accountNo:
type: integer
format: int64
example: 2
clientId:
type: integer
format: int32
example: 1
clientName:
type: string
example: Daniel Owusu
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: CTRL
fieldOfficerId:
type: integer
format: int32
example: 0
currency:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferCurrency'
amtForTransfer:
type: number
format: float
example: 130
GetAccountTransfersTemplateRefundByTransferFromAccountOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
accountNo:
type: integer
format: int64
example: 2
clientId:
type: integer
format: int32
example: 1
clientName:
type: string
example: Daniel Owusu
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: CTRL
fieldOfficerId:
type: integer
format: int32
example: 0
currency:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferCurrency'
GetAccountTransfersTemplateRefundByTransferFromClient:
type: object
properties:
id:
type: integer
format: int32
example: 1
accountNo:
type: integer
format: int64
example: 1
status:
$ref: '#/components/schemas/GetAccountTransfersStatus'
active:
type: boolean
example: true
activationDate:
type: string
format: date
firstname:
type: string
example: Daniel
lastname:
type: string
example: Owusu
displayName:
type: string
example: Daniel Owusu
gender:
$ref: '#/components/schemas/GetAccountTransfersGender'
clientType:
$ref: '#/components/schemas/GetAccountTransfersClientType'
clientClassification:
$ref: '#/components/schemas/GetAccountTransfersClientClassification'
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
timeline:
$ref: '#/components/schemas/GetAccountTransfersTimeline'
groups:
$ref: '#/components/schemas/GetAccountTransfersGroups'
GetAccountTransfersTemplateRefundByTransferFromClientOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
displayName:
type: string
example: Daniel Owusu
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
GetAccountTransfersTemplateRefundByTransferFromOffice:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
externalId:
type: integer
format: int32
example: 1
openingDate:
type: string
format: date
hierarchy:
type: string
example: "."
GetAccountTransfersTemplateRefundByTransferFromOfficeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
GetAccountTransfersTemplateRefundByTransferResponse:
type: object
properties:
currency:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferCurrency'
transferAmount:
type: number
format: float
example: 130
transferDate:
type: string
format: date
fromOffice:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromOffice'
fromClient:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromClient'
fromAccountType:
$ref: '#/components/schemas/GetAccountTransfersPageItemsToAccountType'
fromAccount:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromAccount'
toOffice:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromOffice'
toClient:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferToClient'
toAccountType:
$ref: '#/components/schemas/GetAccountTransfersFromAccountType'
toAccount:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferToAccount'
fromOfficeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromOfficeOptions'
fromClientOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromClientOptions'
fromAccountTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersFromAccountType'
fromAccountOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromAccountOptions'
toOfficeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromOfficeOptions'
toClientOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferFromClientOptions'
toAccountTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersFromAccountType'
toAccountOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferToAccount'
description: GetAccountTransfersTemplateRefundByTransferResponse
GetAccountTransfersTemplateRefundByTransferToAccount:
type: object
properties:
id:
type: integer
format: int32
example: 1
accountNo:
type: integer
format: int64
example: 1
clientId:
type: integer
format: int32
example: 1
clientName:
type: string
example: Daniel Owusu
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: TEST
fieldOfficerId:
type: integer
format: int32
example: 0
currency:
$ref: '#/components/schemas/GetAccountTransfersTemplateRefundByTransferCurrency'
GetAccountTransfersTemplateRefundByTransferToClient:
type: object
properties:
id:
type: integer
format: int32
example: 1
displayName:
type: string
example: Daniel Owusu
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
GetAccountTransfersTimeline:
type: object
properties:
submittedOnDate:
type: string
format: date
submittedByUsername:
type: string
example: mifos
submittedByFirstname:
type: string
example: App
submittedByLastname:
type: string
example: Administrator
activatedOnDate:
type: string
format: date
activatedByUsername:
type: string
example: mifos
activatedByFirstname:
type: string
example: App
activatedByLastname:
type: string
example: Administrator
PostAccountTransfersRequest:
type: object
properties:
fromOfficeId:
type: integer
format: int32
example: 1
fromClientId:
type: integer
format: int32
example: 1
fromAccountType:
type: integer
format: int32
example: 2
fromAccountId:
type: integer
format: int32
example: 1
toOfficeId:
type: integer
format: int32
example: 1
toClientId:
type: integer
format: int32
example: 1
toAccountType:
type: integer
format: int32
example: 2
toAccountId:
type: integer
format: int32
example: 2
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
transferDate:
type: string
example: 01 August 2011
transferAmount:
type: number
format: float
example: 112.45
transferDescription:
type: string
example: A description of the transfer
description: PostAccountTransfersRequest
PostAccountTransfersResponse:
type: object
properties:
savingsId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
description: PostAccountTransfersResponse
GetFromAccountTypeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetFromAccountTypeResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetFromClientOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
displayName:
type: string
example: Client_FirstName_2VRAG Client_LastName_9QCY
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
GetFromOfficeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
GetFromOfficeResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Head Office
decoratedName:
type: string
example: Head Office
externalId:
type: integer
format: int32
example: 1
openingDate:
type: string
format: date
hierarchy:
type: string
example: "."
GetInstructionTypeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: standingInstructionType.fixed
description:
type: string
example: Fixed
GetPriorityOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: standingInstructionPriority.urgent
description:
type: string
example: Urgent Priority
GetRecurrenceFrequencyOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: frequencyperiodFrequencyType.days
description:
type: string
example: Days
GetRecurrenceTypeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountTransferRecurrenceType.periodic
description:
type: string
example: Periodic Recurrence
GetStandingInstructionsTemplateResponse:
type: object
properties:
fromOffice:
$ref: '#/components/schemas/GetFromOfficeResponseStandingInstructionSwagger'
fromAccountType:
$ref: '#/components/schemas/GetFromAccountTypeResponseStandingInstructionSwagger'
fromOfficeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetFromOfficeOptionsResponseStandingInstructionSwagger'
fromClientOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetFromClientOptionsResponseStandingInstructionSwagger'
fromAccountTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetFromAccountTypeOptionsResponseStandingInstructionSwagger'
toOfficeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetToOfficeOptionsResponseStandingInstructionSwagger'
toAccountTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetToAccountTypeOptionsResponseStandingInstructionSwagger'
transferTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetTransferTypeOptionsResponseStandingInstructionSwagger'
statusOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetStatusOptionsResponseStandingInstructionSwagger'
instructionTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetInstructionTypeOptionsResponseStandingInstructionSwagger'
priorityOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetPriorityOptionsResponseStandingInstructionSwagger'
recurrenceTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetRecurrenceTypeOptionsResponseStandingInstructionSwagger'
recurrenceFrequencyOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetRecurrenceFrequencyOptionsResponseStandingInstructionSwagger'
description: GetStandingInstructionsTemplateResponse
GetStatusOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: standingInstructionStatus.active
description:
type: string
example: Active
GetToAccountTypeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountType.loan
description:
type: string
example: Loan Account
GetToOfficeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
GetTransferTypeOptionsResponseStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountTransferType.account.transfer
description:
type: string
example: Account Transfer
GetFromAccountStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 14
accountNo:
type: integer
format: int64
example: 14
productId:
type: integer
format: int64
example: 1
productName:
type: string
example: savings old
GetFromAccountTypeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetFromClientStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
displayName:
type: string
example: Test test
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
GetFromOfficeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Head Office
GetInstructionTypeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: standingInstructionType.fixed
description:
type: string
example: Fixed
GetPageItemsStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
accountDetailId:
type: integer
format: int64
example: 6
name:
type: string
example: test standing
fromOffice:
$ref: '#/components/schemas/GetFromOfficeStandingInstructionSwagger'
fromClient:
$ref: '#/components/schemas/GetFromClientStandingInstructionSwagger'
fromAccountType:
$ref: '#/components/schemas/GetFromAccountTypeStandingInstructionSwagger'
fromAccount:
$ref: '#/components/schemas/GetFromAccountStandingInstructionSwagger'
toOffice:
$ref: '#/components/schemas/GetToOfficeStandingInstructionSwagger'
toClient:
$ref: '#/components/schemas/GetToClientStandingInstructionSwagger'
toAccountType:
$ref: '#/components/schemas/GetToAccountTypeStandingInstructionSwagger'
toAccount:
$ref: '#/components/schemas/GetToAccountStandingInstructionSwagger'
transferType:
$ref: '#/components/schemas/GetTransferTypeStandingInstructionSwagger'
priority:
$ref: '#/components/schemas/GetPriorityStandingInstructionSwagger'
instructionType:
$ref: '#/components/schemas/GetInstructionTypeStandingInstructionSwagger'
status:
$ref: '#/components/schemas/GetStatusStandingInstructionSwagger'
amount:
type: number
format: float
example: 150.0
validFrom:
type: string
format: date
recurrenceType:
$ref: '#/components/schemas/GetRecurrenceTypeStandingInstructionSwagger'
recurrenceFrequency:
$ref: '#/components/schemas/GetRecurrenceFrequencyStandingInstructionSwagger'
recurrenceInterval:
type: integer
format: int32
example: 1
recurrenceOnMonthDay:
type: string
format: date
GetPriorityStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 3
code:
type: string
example: standingInstructionPriority.medium
description:
type: string
example: Medium Priority
GetRecurrenceFrequencyStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: frequencyperiodFrequencyType.months
description:
type: string
example: Months
GetRecurrenceTypeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountTransferRecurrenceType.periodic
description:
type: string
example: Periodic Recurrence
GetStandingInstructionsResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 2
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetPageItemsStandingInstructionSwagger'
description: GetStandingInstructionsResponse
GetStatusStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: standingInstructionStatus.deleted
description:
type: string
example: Deleted
GetToAccountStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 3
accountNo:
type: integer
format: int64
example: 3
productId:
type: integer
format: int64
example: 4
productName:
type: string
example: account overdraft
GetToAccountTypeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.savings
description:
type: string
example: Savings Account
GetToClientStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
displayName:
type: string
example: Test test
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
GetToOfficeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Head Office
GetTransferTypeStandingInstructionSwagger:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountTransferType.account.transfer
description:
type: string
example: Account Transfer
GetStandingInstructionsStandingInstructionIdResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
accountDetailId:
type: integer
format: int64
example: 6
name:
type: string
example: test standing
fromOffice:
$ref: '#/components/schemas/GetFromOfficeStandingInstructionSwagger'
fromClient:
$ref: '#/components/schemas/GetFromClientStandingInstructionSwagger'
fromAccountType:
$ref: '#/components/schemas/GetFromAccountTypeStandingInstructionSwagger'
fromAccount:
$ref: '#/components/schemas/GetFromAccountStandingInstructionSwagger'
toOffice:
$ref: '#/components/schemas/GetToOfficeStandingInstructionSwagger'
toClient:
$ref: '#/components/schemas/GetToClientStandingInstructionSwagger'
toAccountType:
$ref: '#/components/schemas/GetToAccountTypeStandingInstructionSwagger'
toAccount:
$ref: '#/components/schemas/GetToAccountStandingInstructionSwagger'
transferType:
$ref: '#/components/schemas/GetTransferTypeStandingInstructionSwagger'
priority:
$ref: '#/components/schemas/GetPriorityStandingInstructionSwagger'
instructionType:
$ref: '#/components/schemas/GetInstructionTypeStandingInstructionSwagger'
status:
$ref: '#/components/schemas/GetStatusStandingInstructionSwagger'
amount:
type: number
format: float
example: 150.0
validFrom:
type: string
format: date
recurrenceType:
$ref: '#/components/schemas/GetRecurrenceTypeStandingInstructionSwagger'
recurrenceFrequency:
$ref: '#/components/schemas/GetRecurrenceFrequencyStandingInstructionSwagger'
recurrenceInterval:
type: integer
format: int32
example: 1
recurrenceOnMonthDay:
type: string
format: date
description: GetStandingInstructionsStandingInstructionIdResponse
PutStandingInstructionsStandingInstructionIdRequest:
type: object
properties:
recurrenceInterval:
type: integer
format: int32
example: 2
description: PutStandingInstructionsStandingInstructionIdRequest
PutStandingInstructionsStandingInstructionIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 20
changes:
$ref: '#/components/schemas/PutUpdateStandingInstructionChanges'
description: PutStandingInstructionsStandingInstructionIdResponse
PutUpdateStandingInstructionChanges:
type: object
properties:
recurrenceInterval:
type: integer
format: int32
example: 2
PostStandingInstructionsRequest:
type: object
properties:
fromOfficeId:
type: integer
format: int64
example: 1
fromClientId:
type: integer
format: int64
example: 1
fromAccountType:
type: integer
format: int32
example: 2
name:
type: string
example: standing instruction
transferType:
type: integer
format: int32
example: 1
priority:
type: integer
format: int32
example: 2
status:
type: integer
format: int32
example: 1
fromAccountId:
type: integer
format: int64
example: 1
toOfficeId:
type: integer
format: int64
example: 1
toClientId:
type: integer
format: int64
example: 1
toAccountType:
type: integer
format: int32
example: 2
toAccountId:
type: integer
format: int64
example: 3
instructionType:
type: integer
format: int32
example: 1
amount:
type: integer
format: int32
example: 221
validFrom:
type: string
example: 08 April 2014
recurrenceType:
type: integer
format: int32
example: 1
recurrenceInterval:
type: integer
format: int32
example: 1
recurrenceFrequency:
type: integer
format: int32
example: 2
locale:
type: string
description: en
dateFormat:
type: string
example: dd MMMM yyyy
recurrenceOnMonthDay:
type: string
example: 02 April
monthDayFormat:
type: string
example: dd MMMM
description: PostStandingInstructionsRequest
PostStandingInstructionsResponse:
type: object
properties:
clientId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int32
example: 65
description: PostStandingInstructionsResponse
GetStandingInstructionHistoryFromAccount:
type: object
properties:
id:
type: integer
format: int64
example: 2
accountNo:
type: integer
format: int64
example: 2
productId:
type: integer
format: int64
example: 1
productName:
type: string
example: General Savings
GetStandingInstructionHistoryPageItemsFromClient:
type: object
properties:
id:
type: integer
format: int64
example: 1
displayName:
type: string
example: Test client
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
GetStandingInstructionHistoryPageItemsResponse:
type: object
properties:
standingInstructionId:
type: integer
format: int64
example: 1
name:
type: string
example: ACC Transfer
fromOffice:
$ref: '#/components/schemas/GetFromOfficeStandingInstructionSwagger'
fromClient:
$ref: '#/components/schemas/GetStandingInstructionHistoryPageItemsFromClient'
fromAccountType:
$ref: '#/components/schemas/GetFromAccountTypeStandingInstructionSwagger'
fromAccount:
$ref: '#/components/schemas/GetStandingInstructionHistoryFromAccount'
toAccountType:
$ref: '#/components/schemas/GetToAccountTypeStandingInstructionSwagger'
toAccount:
$ref: '#/components/schemas/GetStandingInstructionHistoryToAccount'
toOffice:
$ref: '#/components/schemas/GetToOfficeStandingInstructionSwagger'
toClient:
$ref: '#/components/schemas/GetStandingInstructionHistoryToClient'
amount:
type: number
format: float
example: 10
status:
type: string
example: success
executionTime:
type: string
format: date
errorLog:
type: string
GetStandingInstructionHistoryToAccount:
type: object
properties:
id:
type: integer
format: int64
example: 1
accountNo:
type: integer
format: int64
example: 1
productId:
type: integer
format: int64
example: 1
productName:
type: string
example: General Savings
GetStandingInstructionHistoryToClient:
type: object
properties:
id:
type: integer
format: int64
example: 1
displayName:
type: string
example: Test client
officeId:
type: integer
format: int64
example: 1
officeName:
type: string
example: Head Office
GetStandingInstructionRunHistoryResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 2
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetStandingInstructionHistoryPageItemsResponse'
description: GetStandingInstructionRunHistoryResponse
GetAccountsTypeProductOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Share Product
shortName:
type: string
example: SP
totalShares:
type: integer
format: int64
example: 100
GetAccountsTypeTemplateResponse:
type: object
properties:
clientId:
type: integer
format: int32
example: 7
clientName:
type: string
example: Client Name
productOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountsTypeProductOptions'
description: GetAccountsTypeTemplateResponse
GetAccountsChargesCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetAccountsPageItems:
type: object
properties:
id:
type: integer
format: int32
example: 1
accountNo:
type: integer
format: int64
example: 1
clientId:
type: integer
format: int32
example: 1
clientName:
type: string
example: Client Name
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: Share Product Name
status:
$ref: '#/components/schemas/GetAccountsTypeStatus'
timeline:
$ref: '#/components/schemas/GetAccountsTypeTimeline'
currency:
$ref: '#/components/schemas/GetAccountsChargesCurrency'
purchasedShares:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountsTypePurchasedShares'
summary:
$ref: '#/components/schemas/GetAccountsTypeSummary'
GetAccountsTypePurchasedShares:
type: object
properties:
id:
type: integer
format: int32
example: 1
purchasedDate:
type: string
example: 01 May 2013
numberOfShares:
type: integer
format: int32
example: 10
purchasedPrice:
type: integer
format: int32
example: 5
GetAccountsTypeResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 1
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountsPageItems'
description: GetAccountsTypeResponse
GetAccountsTypeStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: shareAccountStatusType.submitted.and.pending.approval
description:
type: string
example: Submitted and pending approval
submittedAndPendingApproval:
type: boolean
example: true
approved:
type: boolean
example: false
rejected:
type: boolean
example: false
active:
type: boolean
example: false
closed:
type: boolean
example: false
GetAccountsTypeSummary:
type: object
properties:
currency:
$ref: '#/components/schemas/GetAccountsChargesCurrency'
GetAccountsTypeTimeline:
type: object
properties:
submittedOnDate:
type: string
format: date
PutAccountsTypeAccountIdRequest:
type: object
properties:
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
applicationDate:
type: string
example: 01 April 2016
requestedShares:
type: integer
format: int32
example: 20
description: PutAccountsTypeAccountIdRequest
PutAccountsChanges:
type: object
properties:
dateFormat:
type: string
example: dd MMMM yyyy
applicationDate:
type: string
example: 01 April 2016
requestedShares:
type: integer
format: int32
example: 20
locale:
type: string
example: en
PutAccountsTypeAccountIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutAccountsChanges'
description: PutAccountsTypeAccountIdResponse
GetAccountsChargeCalculationType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeCalculationType.flat
description:
type: string
example: Flat
GetAccountsChargeTimeType:
type: object
properties:
id:
type: integer
format: int32
example: 13
code:
type: string
example: chargeTimeType.activation
description:
type: string
example: Share Account Activate
GetAccountsCharges:
type: object
properties:
id:
type: integer
format: int32
example: 9
chargeId:
type: integer
format: int32
example: 20
accountId:
type: integer
format: int32
example: 2
name:
type: string
example: Share Account Activation Flat
chargeTimeType:
$ref: '#/components/schemas/GetAccountsChargeTimeType'
chargeCalculationType:
$ref: '#/components/schemas/GetAccountsChargeCalculationType'
percentage:
type: number
format: double
example: 0
amountPercentageAppliedTo:
type: number
format: double
example: 0
currency:
$ref: '#/components/schemas/GetAccountsChargesCurrency'
amount:
type: number
format: float
example: 1
amountPaid:
type: number
format: float
example: 1
amountWaived:
type: number
format: float
example: 0
amountWrittenOff:
type: number
format: float
example: 0
amountOutstanding:
type: number
format: float
example: 0
amountOrPercentage:
type: number
format: float
example: 1
isActive:
type: boolean
example: true
GetAccountsCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
inMultiplesOf:
type: integer
format: int32
example: 100
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetAccountsLockPeriodTypeEnum:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: savings.lockin.sharePeriodFrequencyType.days
description:
type: string
example: Days
GetAccountsPurchasedShares:
type: object
properties:
id:
type: integer
format: int32
example: 6
accountId:
type: integer
format: int32
example: 2
purchasedDate:
type: string
format: date
numberOfShares:
type: integer
format: int32
example: 10
purchasedPrice:
type: number
format: double
example: 0.5
status:
$ref: '#/components/schemas/GetAccountsPurchasedSharesStatus'
type:
$ref: '#/components/schemas/GetAccountsPurchasedSharesType'
amount:
type: number
format: double
example: 5.05
chargeAmount:
type: number
format: double
example: 0.05
amountPaid:
type: number
format: double
example: 5.05
GetAccountsPurchasedSharesStatus:
type: object
properties:
id:
type: integer
format: int32
example: 300
code:
type: string
example: purchasedSharesStatusType.approved
description:
type: string
example: Approved
GetAccountsPurchasedSharesType:
type: object
properties:
id:
type: integer
format: int32
example: 500
code:
type: string
example: purchasedSharesType.purchased
description:
type: string
example: Purchase
GetAccountsStatus:
type: object
properties:
id:
type: integer
format: int32
example: 300
code:
type: string
example: shareAccountStatusType.active
description:
type: string
example: Active
submittedAndPendingApproval:
type: boolean
example: false
approved:
type: boolean
example: false
rejected:
type: boolean
example: false
active:
type: boolean
example: true
closed:
type: boolean
example: false
GetAccountsSummary:
type: object
properties:
id:
type: integer
format: int32
example: 2
accountNo:
type: integer
format: int64
example: 2
totalApprovedShares:
type: integer
format: int32
example: 1
totalPendingForApprovalShares:
type: integer
format: int32
example: 0
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: Conflux Share Product
status:
$ref: '#/components/schemas/GetAccountsStatus'
timeline:
$ref: '#/components/schemas/GetAccountsTimeline'
currency:
$ref: '#/components/schemas/GetAccountsCurrency'
GetAccountsTimeline:
type: object
properties:
submittedOnDate:
type: string
format: date
submittedByUsername:
type: string
example: mifos
submittedByFirstname:
type: string
example: App
submittedByLastname:
type: string
example: Administrator
approvedDate:
type: string
format: date
approvedByUsername:
type: string
example: mifos
approvedByFirstname:
type: string
example: App
approvedByLastname:
type: string
example: Administrator
activatedDate:
type: string
format: date
GetAccountsTypeAccountIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 2
accountNo:
type: integer
format: int64
example: 2
savingsAccountNumber:
type: integer
format: int64
example: 13
clientId:
type: integer
format: int32
example: 7
clientName:
type: string
example: Client_FirstName_2KX8C Client_LastName_NWNG
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: Share Product
status:
$ref: '#/components/schemas/GetAccountsStatus'
timeline:
$ref: '#/components/schemas/GetAccountsTimeline'
currency:
$ref: '#/components/schemas/GetAccountsCurrency'
summary:
$ref: '#/components/schemas/GetAccountsSummary'
purchasedShares:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountsPurchasedShares'
savingsAccountId:
type: integer
format: int32
example: 13
currentMarketPrice:
type: integer
format: int32
example: 5
lockinPeriod:
type: integer
format: int32
example: 1
lockPeriodTypeEnum:
$ref: '#/components/schemas/GetAccountsLockPeriodTypeEnum'
minimumActivePeriod:
type: integer
format: int32
example: 1
minimumActivePeriodTypeEnum:
$ref: '#/components/schemas/GetAccountsLockPeriodTypeEnum'
allowDividendCalculationForInactiveClients:
type: boolean
example: true
charges:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetAccountsCharges'
dividends:
type: array
items:
type: string
description: GetAccountsTypeAccountIdResponse
PostAccountsCharges:
type: object
properties:
chargeId:
type: integer
format: int32
example: 20
amount:
type: integer
format: int32
example: 1
PostAccountsTypeRequest:
type: object
properties:
clientId:
type: integer
format: int32
example: 7
productId:
type: integer
format: int32
example: 1
requestedShares:
type: integer
format: int32
example: 100
externalId:
type: integer
format: int32
example: 1
submittedDate:
type: string
example: 01 May 2016
minimumActivePeriod:
type: integer
format: int32
example: 1
minimumActivePeriodFrequencyType:
type: integer
format: int32
example: 0
lockinPeriodFrequency:
type: integer
format: int32
example: 1
lockinPeriodFrequencyType:
type: integer
format: int32
example: 0
applicationDate:
type: string
example: 01 May 2016
allowDividendCalculationForInactiveClients:
type: boolean
example: true
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
charges:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostAccountsCharges'
savingsAccountId:
type: integer
format: int32
example: 13
description: PostAccountsTypeRequest
PostAccountsTypeResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostAccountsTypeResponse
PostAccountsRequestedShares:
type: object
properties:
id:
type: integer
format: int32
example: 35
PostAccountsTypeAccountIdRequest:
type: object
properties:
requestedShares:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostAccountsRequestedShares'
description: PostAccountsTypeAccountIdRequest
PostAccountsTypeAccountIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 5
description: PostAccountsTypeAccountIdResponse
GetFieldConfigurationEntityResponse:
type: object
properties:
fieldConfigurationId:
type: integer
format: int32
example: 1
entity:
type: string
example: ADDRESS
subentity:
type: string
example: CLIENT
field:
type: string
example: addressType
is_enabled:
type: string
example: "true"
is_mandatory:
type: string
example: "false"
validation_regex:
type: string
description: GetFieldConfigurationEntityResponse
PostChargesRequest:
type: object
properties:
name:
type: string
example: Loan Service fee
chargeAppliesTo:
type: integer
format: int32
example: 1
currencyCode:
type: string
example: USD
locale:
type: string
example: en
amount:
type: number
format: float
example: 230.56
chargeTimeType:
type: integer
format: int32
example: 1
chargeCalculationType:
type: integer
format: int32
example: 1
chargePaymentMode:
type: integer
format: int32
example: 1
active:
type: string
example: "true"
description: PostChargesRequest
PostChargesResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostChargesResponse
GetChargesAppliesToResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeAppliesTo.loan
description:
type: string
example: Loan
GetChargesCalculationTypeResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeCalculationType.flat
description:
type: string
example: Flat
GetChargesCurrencyResponse:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetChargesPaymentModeResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargepaymentmode.accounttransfer
description:
type: string
example: Account Transfer
GetChargesTemplateFeeFrequencyOptions:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: loanTermFrequency.periodFrequencyType.days
description:
type: string
example: Days
GetChargesTemplateLoanChargeCalculationTypeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeCalculationType.flat
description:
type: string
example: Flat
GetChargesTemplateLoanChargeTimeTypeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: chargeTimeType.specifiedDueDate
description:
type: string
example: Specified due date
GetChargesTemplateResponse:
type: object
properties:
active:
type: string
example: "false"
penalty:
type: string
example: "false"
currencyOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesCurrencyResponse'
chargeCalculationTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesCalculationTypeResponse'
chargeAppliesToOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesAppliesToResponse'
chargeTimeTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesTimeTypeResponse'
chargePaymentModeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesPaymentModeResponse'
loanChargeCalculationTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesTemplateLoanChargeCalculationTypeOptions'
loanChargeTimeTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesTemplateLoanChargeTimeTypeOptions'
savingsChargeCalculationTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesTemplateLoanChargeCalculationTypeOptions'
savingsChargeTimeTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesTemplateLoanChargeTimeTypeOptions'
feeFrequencyOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetChargesTemplateFeeFrequencyOptions'
description: GetChargesTemplateResponse
GetChargesTimeTypeResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeTimeType.disbursement
description:
type: string
example: Disbursement
GetChargesResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
name:
type: string
example: Loan Service fee
active:
type: string
example: "true"
penalty:
type: string
example: "false"
currency:
$ref: '#/components/schemas/GetChargesCurrencyResponse'
amount:
type: number
format: float
example: 230.56
chargeTimeType:
$ref: '#/components/schemas/GetChargesTimeTypeResponse'
chargeAppliesTo:
$ref: '#/components/schemas/GetChargesAppliesToResponse'
chargeCalculationType:
$ref: '#/components/schemas/GetChargesCalculationTypeResponse'
chargePaymentMode:
$ref: '#/components/schemas/GetChargesPaymentModeResponse'
description: GetChargesResponse
PutChargesChargeIdRequest:
type: object
properties:
name:
type: string
example: Loan service fee(changed)
description: PutChargesChargeIdRequest
PutChargesChargeIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutChargesChargeIdRequest'
description: PutChargesChargeIdResponse
DeleteChargesChargeIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: DeleteChargesChargeIdResponse
PutClientClientIdAddressesRequest:
type: object
properties:
addressId:
type: integer
format: int32
example: 67
street:
type: string
example: goldensource
description: PutClientClientIdAddressesRequest
PutClientClientIdAddressesResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 67
description: PutClientClientIdAddressesResponse
PostClientClientIdAddressesRequest:
type: object
properties:
street:
type: string
example: Ipca
addressLine1:
type: string
example: Kandivali
addressLine2:
type: string
example: plot47
addressLine3:
type: string
example: charkop
city:
type: string
example: Mumbai
stateProvinceId:
type: integer
format: int32
example: 800
countryId:
type: integer
format: int32
example: 802
postalCode:
type: integer
format: int64
example: 400064
description: PostClientClientIdAddressesRequest
PostClientClientIdAddressesResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 15
description: PostClientClientIdAddressesResponse
GetClientClientIdAddressesResponse:
type: object
properties:
client_id:
type: integer
format: int64
example: 111755
addressType:
type: string
example: PERMANENT ADDRESS
addressId:
type: integer
format: int32
example: 14
addressTypeId:
type: integer
format: int32
example: 804
isActive:
type: boolean
example: false
street:
type: string
example: anki's home
addressLine1:
type: string
example: test123
addressLine2:
type: string
example: iuyt
addressLine3:
type: string
townVillage:
type: string
city:
type: string
example: mumbai
countyDistrict:
type: string
stateProvinceId:
type: integer
format: int32
example: 801
countryName:
type: string
example: UNITED STATES
stateName:
type: string
example: GUJRAT
countryId:
type: integer
format: int32
example: 807
postalCode:
type: integer
format: int64
example: 400095
createdBy:
type: string
updatedBy:
type: string
description: GetClientClientIdAddressesResponse
PostClientsClientIdChargesRequest:
type: object
properties:
amount:
type: integer
format: int32
example: 100
chargeId:
type: integer
format: int32
example: 226
dateFormat:
type: string
example: dd MMMM yyyy
dueDate:
type: string
example: 01 September 2015
locale:
type: string
example: en
description: PostClientsClientIdChargesRequest
PostClientsClientIdChargesResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
chargeId:
type: integer
format: int32
example: 189
resourceId:
type: integer
format: int32
example: 164
description: PostClientsClientIdChargesResponse
PostClientsClientIdChargesChargeIdRequest:
type: object
properties:
amount:
type: integer
format: int32
example: 200
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
transactionDate:
type: string
example: 01 September 2015
description: PostClientsClientIdChargesChargeIdRequest
PostClientsClientIdChargesChargeIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 189
resourceId:
type: integer
format: int32
example: 157
transactionId:
type: integer
format: int32
example: 221
description: PostClientsClientIdChargesChargeIdResponse
DeleteClientsClientIdChargesChargeIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 189
resourceId:
type: integer
format: int32
example: 164
description: DeleteClientsClientIdChargesChargeIdResponse
GetClientChargeCalculationType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeCalculationType.flat
description:
type: string
example: Flat
GetClientChargeCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetClientChargeTimeType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: chargeTimeType.specifiedDueDate
description:
type: string
example: Specified due date
GetClientsChargesPageItems:
type: object
properties:
id:
type: integer
format: int32
example: 3
clientId:
type: integer
format: int32
example: 1
chargeId:
type: integer
format: int32
example: 5
name:
type: string
example: Client Fee 1
chargeTimeType:
$ref: '#/components/schemas/GetClientChargeTimeType'
dueDate:
type: string
format: date
chargeCalculationType:
$ref: '#/components/schemas/GetClientChargeCalculationType'
currency:
$ref: '#/components/schemas/GetClientChargeCurrency'
amount:
type: number
example: 100.0
amountPaid:
type: number
example: 0
amountWaived:
type: number
example: 100.0
amountWrittenOff:
type: number
example: 0
amountOutstanding:
type: number
example: 0.0
penalty:
type: boolean
example: true
isActive:
type: boolean
example: true
isPaid:
type: boolean
example: false
isWaived:
type: boolean
example: true
GetClientsClientIdChargesResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 4
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsChargesPageItems'
description: GetClientsClientIdChargesResponse
GetClientsClientIdIdentifiersResponse:
type: object
properties:
id:
type: integer
format: int32
example: 2
clientId:
type: integer
format: int32
example: 1
documentType:
$ref: '#/components/schemas/GetClientsDocumentType'
documentKey:
type: string
example: "12345"
description:
type: string
example: Issued in the year 2--7
description: GetClientsClientIdIdentifiersResponse
GetClientsDocumentType:
type: object
properties:
id:
type: integer
format: int32
example: 3
name:
type: string
example: Drivers License
GetClientsAllowedDocumentTypes:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Passport
position:
type: integer
format: int32
example: 0
GetClientsClientIdIdentifiersTemplateResponse:
type: object
properties:
allowedDocumentTypes:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsAllowedDocumentTypes'
description: GetClientsClientIdIdentifiersTemplateResponse
PostClientsClientIdIdentifiersRequest:
type: object
properties:
documentTypeId:
type: integer
format: int32
example: 1
documentKey:
type: string
example: KA-54677
description:
type: string
example: Document has been verified
description: PostClientsClientIdIdentifiersRequest
PostClientsClientIdIdentifiersResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 3
description: PostClientsClientIdIdentifiersResponse
PutClientsClientIdIdentifiersIdentifierIdRequest:
type: object
properties:
documentTypeId:
type: integer
format: int32
example: 4
documentKey:
type: string
example: KA-94667
description:
type: string
example: Document has been updated
description: PutClientsClientIdIdentifiersIdentifierIdRequest
PutClientsClientIdIdentifiersIdentifierIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 3
changes:
$ref: '#/components/schemas/PutClientsClientIdIdentifiersIdentifierIdRequest'
description: PutClientsClientIdIdentifiersIdentifierIdResponse
DeleteClientsClientIdIdentifiersIdentifierIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 3
description: DeleteClientsClientIdIdentifiersIdentifierIdResponse
GetClientTransactionsCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetClientsClientIdTransactionsResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 20
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsPageItems'
description: GetClientsClientIdTransactionsResponse
GetClientsClientIdTransactionsType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: clientTransactionType.payCharge
description:
type: string
example: PAY_CHARGE
GetClientsPageItems:
type: object
properties:
id:
type: integer
format: int32
example: 226
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
type:
$ref: '#/components/schemas/GetClientsClientIdTransactionsType'
date:
type: string
format: date
currency:
$ref: '#/components/schemas/GetClientTransactionsCurrency'
amount:
type: number
format: double
example: 22
submittedOnDate:
type: string
format: date
reversed:
type: boolean
example: false
GetClientsClientIdTransactionsTransactionIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
type:
$ref: '#/components/schemas/GetClientsClientIdTransactionsType'
date:
type: string
format: date
currency:
$ref: '#/components/schemas/GetClientTransactionsCurrency'
amount:
type: number
example: 60.0
submittedOnDate:
type: string
format: date
reversed:
type: boolean
example: true
description: GetClientsClientIdTransactionsTransactionIdResponse
PostClientsClientIdTransactionsTransactionIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 189
resourceId:
type: integer
format: int32
example: 222
description: PostClientsClientIdTransactionsTransactionIdResponse
PostClientsClientIdRequest:
type: object
properties:
note:
type: string
example: We cannot accept transfers of clients having loans with less than
1 repayment left
description: PostClientsClientIdRequest
PostClientsClientIdResponse:
type: object
properties:
clientId:
type: integer
format: int32
example: 2
resourceId:
type: integer
format: int32
example: 2
description: PostClientsClientIdResponse
GetClientsClientIdAccountsResponse:
type: object
properties:
loanAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsLoanAccounts'
savingsAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsSavingsAccounts'
description: GetClientsClientIdAccountsResponse
GetClientsLoanAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 1
accountNo:
type: integer
format: int64
example: 1
externalId:
type: integer
format: int32
example: 456
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: TestOne
status:
$ref: '#/components/schemas/GetClientsLoanAccountsStatus'
loanType:
$ref: '#/components/schemas/GetClientsLoanAccountsType'
loanCycle:
type: integer
format: int32
example: 1
GetClientsLoanAccountsStatus:
type: object
properties:
id:
type: integer
format: int32
example: 300
code:
type: string
example: loanStatusType.active
description:
type: string
example: Active
pendingApproval:
type: boolean
example: false
waitingForDisbursal:
type: boolean
example: false
active:
type: boolean
example: true
closedObligationsMet:
type: boolean
example: false
closedWrittenOff:
type: boolean
example: false
closedRescheduled:
type: boolean
example: false
closed:
type: boolean
example: false
overpaid:
type: boolean
example: false
GetClientsLoanAccountsType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: loanType.individual
description:
type: string
example: Individual
GetClientsSavingsAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 7
accountNo:
type: integer
format: int64
example: 7
productId:
type: integer
format: int32
example: 2
productName:
type: string
example: Other product
status:
$ref: '#/components/schemas/GetClientsSavingsAccountsStatus'
currency:
$ref: '#/components/schemas/GetClientsSavingsAccountsCurrency'
GetClientsSavingsAccountsCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetClientsSavingsAccountsStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: savingsAccountStatusType.submitted.and.pending.approval
description:
type: string
example: Submitted and pending approval
submittedAndPendingApproval:
type: boolean
example: true
approved:
type: boolean
example: false
rejected:
type: boolean
example: false
withdrawnByApplicant:
type: boolean
example: false
active:
type: boolean
example: false
closed:
type: boolean
example: false
GetClientStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: clientStatusType.pending
description:
type: string
example: Pending
GetClientsPageItemsResponse:
type: object
properties:
id:
type: integer
format: int32
example: 2
accountNo:
type: string
example: "000000002"
status:
$ref: '#/components/schemas/GetClientStatus'
active:
type: boolean
example: false
fullname:
type: string
example: Home Farm Produce
displayName:
type: string
example: Home Farm Produce
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
GetClientsResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 2
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsPageItemsResponse'
description: GetClientsResponse
GetClientsColumnHeaderData:
type: object
properties:
columnName:
type: string
example: client_id
columnType:
type: string
example: bigint
columnLength:
type: integer
format: int32
example: 0
columnDisplayType:
type: string
example: INTEGER
isColumnNullable:
type: boolean
example: false
isColumnPrimaryKey:
type: boolean
example: true
columnValues:
type: array
example: []
items:
type: string
example: "[]"
GetClientsDataTables:
type: object
properties:
applicationTableName:
type: string
example: m_client
registeredTableName:
type: string
example: Address Details
columnHeaderData:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsColumnHeaderData'
GetClientsOfficeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
GetClientsSavingProductOptions:
type: object
properties:
id:
type: integer
format: int32
example: 4
name:
type: string
example: account overdraft
withdrawalFeeForTransfers:
type: boolean
example: false
allowOverdraft:
type: boolean
example: false
GetClientsStaffOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
firstname:
type: string
example: xyz
lastname:
type: string
example: sjs
displayName:
type: string
example: "sjs, xyz"
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
isLoanOfficer:
type: boolean
example: true
isActive:
type: boolean
example: true
GetClientsTemplateResponse:
type: object
properties:
activationDate:
type: string
format: date
officeId:
type: integer
format: int32
example: 1
officeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsOfficeOptions'
staffOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsStaffOptions'
savingProductOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsSavingProductOptions'
datatables:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetClientsDataTables'
description: GetClientsTemplateResponse
GetClientsClientIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 27
accountNo:
type: integer
format: int64
example: 27
status:
$ref: '#/components/schemas/GetClientsClientIdStatus'
active:
type: boolean
example: true
activationDate:
type: string
format: date
firstname:
type: string
example: savings
lastname:
type: string
example: test
displayName:
type: string
example: savings test
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
timeline:
$ref: '#/components/schemas/GetClientsTimeline'
savingsProductId:
type: integer
format: int32
example: 4
savingsProductName:
type: string
example: account overdraft
groups:
type: array
example: []
items:
type: string
example: "[]"
description: GetClientsClientIdResponse
GetClientsClientIdStatus:
type: object
properties:
id:
type: integer
format: int32
example: 300
code:
type: string
example: clientStatusType.active
description:
type: string
example: Active
GetClientsTimeline:
type: object
properties:
submittedOnDate:
type: string
format: date
submittedByUsername:
type: string
example: mifos
submittedByFirstname:
type: string
example: App
submittedByLastname:
type: string
example: Administrator
activatedOnDate:
type: string
format: date
activatedByUsername:
type: string
example: mifos
activatedByFirstname:
type: string
example: App
activatedByLastname:
type: string
example: Administrator
PutClientsClientIdRequest:
type: object
properties:
externalId:
type: string
example: 786444UUUYYH7
description: PutClientsClientIdRequest
PutClientsClientIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutClientsClientIdRequest'
description: PutClientsClientIdResponse
DeleteClientsClientIdRequest:
type: object
description: DeleteClientsClientIdRequest
DeleteClientsClientIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 3
resourceId:
type: integer
format: int32
example: 3
description: DeleteClientsClientIdResponse
PostClientsRequest:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
fullname:
type: string
example: Client of group
groupId:
type: integer
format: int32
example: 1
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
active:
type: boolean
example: true
activationDate:
type: string
example: 04 March 2009
description: PostClientsRequest
PostClientsResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 2
resourceId:
type: integer
format: int32
example: 2
description: PostClientsResponse
PutLoansLoandIdCollateralsCollateralIdRequest:
type: object
properties:
description:
type: string
example: 22 Carat Gold chain weighing 12 grams
description: PutLoansLoandIdCollateralsCollateralIdRequest
PutLoansLoanIdCollateralsCollateralIdResponse:
type: object
properties:
loanId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 12
changes:
$ref: '#/components/schemas/PutLoansLoandIdCollateralsCollateralIdRequest'
description: PutLoansLoanIdCollateralsCollateralIdResponse
DeleteLoansLoanIdCollateralsCollateralIdResponse:
type: object
properties:
loanId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 12
description: DeleteLoansLoanIdCollateralsCollateralIdResponse
GetCollateralsTemplateAllowedTypes:
type: object
properties:
id:
type: integer
format: int32
example: 9
name:
type: string
example: Silver
position:
type: integer
format: int32
example: 0
GetLoansLoanIdCollateralsTemplateResponse:
type: object
properties:
allowedCollateralTypes:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetCollateralsTemplateAllowedTypes'
description: GetLoansLoanIdCollateralsTemplateResponse
GetCollateralCurrencyResponse:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetCollateralTypeResponse:
type: object
properties:
id:
type: integer
format: int32
example: 8
name:
type: string
example: Gold
GetLoansLoanIdCollateralsResponse:
type: object
properties:
id:
type: integer
format: int32
example: 12
type:
$ref: '#/components/schemas/GetCollateralTypeResponse'
value:
type: integer
format: int64
example: 50000
description:
type: string
example: 24 Carat Gold chain weighing 12 grams
currency:
$ref: '#/components/schemas/GetCollateralCurrencyResponse'
description: GetLoansLoanIdCollateralsResponse
PostLoansLoanIdCollateralsRequest:
type: object
properties:
collateralTypeId:
type: integer
format: int32
example: 9
description: PostLoansLoanIdCollateralsRequest
PostLoansLoanIdCollateralsResponse:
type: object
properties:
loanId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 12
description: PostLoansLoanIdCollateralsResponse
PostCollectionSheetBulkRepaymentTransactions:
type: object
properties:
loanId:
type: integer
format: int32
example: 10
transactionAmount:
type: number
format: double
example: 1221.36
paymentTypeId:
type: integer
format: int32
example: 19
receiptNumber:
type: integer
format: int64
example: 1245356
PostCollectionSheetRequest:
type: object
properties:
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
transactionDate:
type: string
example: 04 May 2014
actualDisbursementDate:
type: string
example: 04 May 2014
bulkDisbursementTransactions:
type: array
items:
type: integer
format: int32
bulkRepaymentTransactions:
$ref: '#/components/schemas/PostCollectionSheetBulkRepaymentTransactions'
bulkSavingsDueTransactions:
type: array
items:
type: integer
format: int32
description: PostCollectionSheetRequest
PostCollectionSheetChanges:
type: object
properties:
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
loanTransactions:
type: array
example:
- 15
items:
type: integer
format: int32
SavingsTransactions:
type: array
example: []
items:
type: integer
format: int32
PostCollectionSheetResponse:
type: object
properties:
groupId:
type: integer
format: int32
example: 10
resourceId:
type: integer
format: int32
example: 10
changes:
$ref: '#/components/schemas/PostCollectionSheetChanges'
description: PostCollectionSheetResponse
GetFloatingRatesResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Floating Rate 1
isBaseLendingRate:
type: boolean
example: true
isActive:
type: boolean
example: true
createdBy:
type: string
example: mifos
createdOn:
type: string
example: "Nov 18, 2015"
modifiedBy:
type: string
example: mifos
modifiedOn:
type: string
example: "Nov 18, 2015"
description: GetFloatingRatesResponse
GetFloatingRatesFloatingRateIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Floating Rate 1
isBaseLendingRate:
type: boolean
example: true
isActive:
type: boolean
example: true
createdBy:
type: string
example: mifos
createdOn:
type: string
example: "Nov 18, 2015"
modifiedBy:
type: string
example: mifos
modifiedOn:
type: string
example: "Nov 18, 2015"
ratePeriods:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetFloatingRatesRatePeriods'
description: GetFloatingRatesFloatingRateIdResponse
GetFloatingRatesRatePeriods:
type: object
properties:
id:
type: integer
format: int32
example: 1
fromDate:
type: string
example: "Dec 15, 2015"
interestRate:
type: number
format: double
example: 11
isDifferentialToBaseLendingRate:
type: boolean
example: false
isActive:
type: boolean
example: true
createdBy:
type: string
example: mifos
createdOn:
type: string
example: "Nov 18, 2015"
modifiedBy:
type: string
example: mifos
modifiedOn:
type: string
example: "Nov 18, 2015"
PostFloatingRatesRatePeriods:
type: object
properties:
fromDate:
type: string
example: 19 November 2015
interestRate:
type: number
format: double
example: 10
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
PutFloatingRatesFloatingRateIdRequest:
type: object
properties:
name:
type: string
example: Floating Rate 1
isBaseLendingRate:
type: boolean
example: true
isActive:
type: boolean
example: true
ratePeriods:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostFloatingRatesRatePeriods'
description: PutFloatingRatesFloatingRateIdRequest
PutFloatingRatesChanges:
type: object
properties:
ratePeriods:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostFloatingRatesRatePeriods'
PutFloatingRatesFloatingRateIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutFloatingRatesChanges'
description: PutFloatingRatesFloatingRateIdResponse
PostFloatingRatesRequest:
type: object
properties:
name:
type: string
example: Floating Rate 1
isBaseLendingRate:
type: boolean
example: true
isActive:
type: boolean
example: true
ratePeriods:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostFloatingRatesRatePeriods'
description: PostFloatingRatesRequest
PostFloatingRatesResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostFloatingRatesResponse
GetFundsResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: EU Agri Fund
description: GetFundsResponse
PutFundsFundIdRequest:
type: object
properties:
name:
type: string
example: EU Agri Fund (2010-2020)
description: PutFundsFundIdRequest
PutFundsFundIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutFundsFundIdRequest'
description: PutFundsFundIdResponse
PostFundsRequest:
type: object
properties:
name:
type: string
example: EU Agri Fund
description: PostFundsRequest
PostFundsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostFundsResponse
PostCentersCenterIdRequest:
type: object
properties:
closureReasonId:
type: integer
format: int32
example: 32
closureDate:
type: string
example: 05 May 2014
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
description: PostCentersCenterIdRequest
PostCentersCenterIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostCentersCenterIdResponse
GetCentersPageItems:
type: object
properties:
id:
type: integer
format: int32
example: 2
status:
$ref: '#/components/schemas/GetCentersStatus'
active:
type: boolean
example: false
name:
type: string
example: Center 1
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
hierarchy:
type: string
example: .2.
GetCentersResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 2
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetCentersPageItems'
description: GetCentersResponse
GetCentersStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: groupingStatusType.pending
description:
type: string
example: Pending
GetCentersOfficeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
GetCentersStaffOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
displayName:
type: string
example: "D, Mary"
GetCentersTemplateResponse:
type: object
properties:
active:
type: boolean
example: false
activationDate:
type: string
format: date
officeId:
type: integer
format: int32
example: 2
officeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetCentersOfficeOptions'
staffOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetCentersStaffOptions'
description: GetCentersTemplateResponse
GetCentersCenterIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 8
status:
$ref: '#/components/schemas/GetCentersStatus'
active:
type: boolean
example: false
name:
type: string
example: First Center (No groups)
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
hierarchy:
type: string
example: .8.
description: GetCentersCenterIdResponse
GetCentersAccountType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.group
description:
type: string
example: Group
GetCentersCenterIdAccountsResponse:
type: object
properties:
savingsAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetCentersSavingsAccounts'
description: GetCentersCenterIdAccountsResponse
GetCentersCenterIdCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
inMultiplesOf:
type: integer
format: int32
example: 0
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetCentersCenterIdStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: savingsAccountStatusType.submitted.and.pending.approval
description:
type: string
example: Submitted and pending approval
submittedAndPendingApproval:
type: boolean
example: true
approved:
type: boolean
example: false
rejected:
type: boolean
example: false
withdrawnByApplicant:
type: boolean
example: false
active:
type: boolean
example: false
closed:
type: boolean
example: false
prematureClosed:
type: boolean
example: false
transferInProgress:
type: boolean
example: false
transferOnHold:
type: boolean
example: false
GetCentersDepositType:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: depositAccountType.savingsDeposit
description:
type: string
example: Savings
GetCentersSavingsAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 16
accountNo:
type: integer
format: int64
example: 16
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: Voluntary savings
status:
$ref: '#/components/schemas/GetCentersCenterIdStatus'
currency:
$ref: '#/components/schemas/GetCentersCenterIdCurrency'
accountType:
$ref: '#/components/schemas/GetCentersAccountType'
timeline:
$ref: '#/components/schemas/GetCentersTimeline'
depositType:
$ref: '#/components/schemas/GetCentersDepositType'
GetCentersTimeline:
type: object
properties:
submittedOnDate:
type: string
format: date
submittedByUsername:
type: string
example: mifos
submittedByFirstname:
type: string
example: App
submittedByLastname:
type: string
example: Administrator
PutCentersCenterIdRequest:
type: object
properties:
name:
type: string
example: First Center (No groups)
description: PutCentersCenterIdRequest
PutCentersCenterIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 8
resourceId:
type: integer
format: int32
example: 8
changes:
$ref: '#/components/schemas/PutCentersChanges'
description: PutCentersCenterIdResponse
PutCentersChanges:
type: object
properties:
name:
type: string
example: First Center (No groups) - modified
DeleteCentersCenterIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/DeleteCentersChanges'
description: DeleteCentersCenterIdResponse
DeleteCentersChanges:
type: object
PostCentersRequest:
type: object
properties:
name:
type: string
example: First Center (No groups)
officeId:
type: integer
format: int32
example: 1
active:
type: boolean
example: false
description: PostCentersRequest
PostCentersResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 8
resourceId:
type: integer
format: int32
example: 8
description: PostCentersResponse
GetGroupsPageItems:
type: object
properties:
id:
type: integer
format: int32
example: 4
name:
type: string
example: AnotherGroup
status:
$ref: '#/components/schemas/GetGroupsStatus'
active:
type: boolean
example: false
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
hierarchy:
type: string
example: .4.
GetGroupsResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 2
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsPageItems'
description: GetGroupsResponse
GetGroupsStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: clientStatusType.pending
description:
type: string
example: Pending
GetGroupsTemplateClientOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
displayName:
type: string
example: Petra Yton
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
GetGroupsTemplateColumnHeaderData:
type: object
properties:
columnName:
type: string
example: group_id
columnType:
type: string
example: bigint
columnLength:
type: integer
format: int32
example: 0
columnDisplayType:
type: string
example: INTEGER
isColumnNullable:
type: boolean
example: false
isColumnPrimaryKey:
type: boolean
example: true
columnValues:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsTemplateColumnValues'
GetGroupsTemplateColumnValues:
type: object
GetGroupsTemplateDatatables:
type: object
properties:
applicationTableName:
type: string
example: m_group
registeredTableName:
type: string
example: Group Activation Data
columnHeaderData:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsTemplateColumnHeaderData'
GetGroupsTemplateOfficeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Head Office
nameDecorated:
type: string
example: Head Office
GetGroupsTemplateResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
officeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsTemplateOfficeOptions'
staffOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsTemplateStaffOptions'
clientOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsTemplateClientOptions'
datatables:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsTemplateDatatables'
description: GetGroupsTemplateResponse
GetGroupsTemplateStaffOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
displayName:
type: string
example: "C, Mike"
PostGroupsGroupIdClients:
type: object
properties:
id:
type: integer
format: int32
example: 1
PostGroupsGroupIdRequest:
type: object
properties:
destinationGroupId:
type: integer
format: int32
example: 2
clients:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostGroupsGroupIdClients'
description: PostGroupsGroupIdRequest
PostGroupsGroupIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostGroupsGroupIdResponse
GetGroupsGroupIdAccountsLoanAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 3
accountNo:
type: integer
format: int64
example: 3
productId:
type: integer
format: int32
example: 3
productName:
type: string
example: daily product
status:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsStatus'
loanType:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsLoanType'
GetGroupsGroupIdAccountsLoanType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.group
description:
type: string
example: Group
GetGroupsGroupIdAccountsMemberLoanAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 4
accountNo:
type: integer
format: int64
example: 4
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: testLoan
status:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsMemberLoanStatus'
loanType:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsMemberLoanType'
GetGroupsGroupIdAccountsMemberLoanStatus:
type: object
properties:
id:
type: integer
format: int32
example: 200
code:
type: string
example: loanStatusType.approved
description:
type: string
example: Approved
pendingApproval:
type: boolean
example: false
waitingForDisbursal:
type: boolean
example: true
active:
type: boolean
example: false
closedObligationsMet:
type: boolean
example: false
closedWrittenOff:
type: boolean
example: false
closedRescheduled:
type: boolean
example: false
closed:
type: boolean
example: false
overpaid:
type: boolean
example: false
GetGroupsGroupIdAccountsMemberLoanType:
type: object
properties:
id:
type: integer
format: int32
example: 3
code:
type: string
example: accountType.jlg
description:
type: string
example: JLG
GetGroupsGroupIdAccountsMemberSavingsAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 3
accountNo:
type: integer
format: int64
example: 3
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: p_sav
status:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsSavingStatus'
currency:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsSavingCurrency'
accountType:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsMemberLoanType'
GetGroupsGroupIdAccountsResponse:
type: object
properties:
loanAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsLoanAccounts'
savingsAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsSavingAccounts'
memberLoanAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsMemberLoanAccounts'
memberSavingsAccounts:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsMemberSavingsAccounts'
description: GetGroupsGroupIdAccountsResponse
GetGroupsGroupIdAccountsSavingAccountType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.group
description:
type: string
example: Group
GetGroupsGroupIdAccountsSavingAccounts:
type: object
properties:
id:
type: integer
format: int32
example: 9
accountNo:
type: integer
format: int64
example: 9
productId:
type: integer
format: int32
example: 1
productName:
type: string
example: p_sav
status:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsSavingStatus'
currency:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsSavingCurrency'
accountType:
$ref: '#/components/schemas/GetGroupsGroupIdAccountsSavingAccountType'
GetGroupsGroupIdAccountsSavingCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetGroupsGroupIdAccountsSavingStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: savingsAccountStatusType.submitted.and.pending.approval
description:
type: string
example: Submitted and pending approval
submittedAndPendingApproval:
type: boolean
example: true
approved:
type: boolean
example: false
rejected:
type: boolean
example: false
withdrawnByApplicant:
type: boolean
example: false
active:
type: boolean
example: false
closed:
type: boolean
example: false
GetGroupsGroupIdAccountsStatus:
type: object
properties:
id:
type: integer
format: int32
example: 100
code:
type: string
example: loanStatusType.submitted.and.pending.approval
description:
type: string
example: Submitted and pending approval
pendingApproval:
type: boolean
example: true
waitingForDisbursal:
type: boolean
example: false
active:
type: boolean
example: false
closedObligationsMet:
type: boolean
example: false
closedWrittenOff:
type: boolean
example: false
closedRescheduled:
type: boolean
example: false
closed:
type: boolean
example: false
overpaid:
type: boolean
example: false
GetGroupsGroupIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: First Group
externalId:
type: string
example: 000-1A
officeId:
type: integer
format: int32
example: 1
officeName:
type: string
example: Head Office
hierarchy:
type: string
example: .1.
timeline:
$ref: '#/components/schemas/GetGroupsGroupIdTimeline'
description: GetGroupsGroupIdResponse
GetGroupsGroupIdTimeline:
type: object
properties:
activatedOnDate:
type: string
format: date
activatedByUsername:
type: string
example: mifos
activatedByFirstname:
type: string
example: App
activatedByLastname:
type: string
example: Administrator
PostGroupsGroupIdCommandUnassignStaffRequest:
type: object
properties:
staffId:
type: integer
format: int32
example: 1
description: PostGroupsGroupIdCommandUnassignStaffRequest
PostGroupsGroupIdCommandUnassignStaffChanges:
type: object
PostGroupsGroupIdCommandUnassignStaffResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PostGroupsGroupIdCommandUnassignStaffChanges'
description: PostGroupsGroupIdCommandUnassignStaffResponse
PutGroupsGroupIdRequest:
type: object
properties:
name:
type: string
example: First Group (changed)
description: PutGroupsGroupIdRequest
PutGroupsGroupIdChanges:
type: object
properties:
name:
type: string
example: First Group (changed)
PutGroupsGroupIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutGroupsGroupIdChanges'
description: PutGroupsGroupIdResponse
DeleteGroupsGroupIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 2
resourceId:
type: integer
format: int32
example: 2
description: DeleteGroupsGroupIdResponse
PostGroupsRequest:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
name:
type: string
example: Pending Group
active:
type: boolean
example: false
description: PostGroupsRequest
PostGroupsResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
groupId:
type: integer
format: int32
example: 2
resourceId:
type: integer
format: int32
example: 2
description: PostGroupsResponse
GetInterestRateChartsChartIdChartSlabsAttributeName:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: integer
format: int32
description:
type: integer
format: int32
GetInterestRateChartsChartIdChartSlabsConditionType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: integer
format: int32
description:
type: integer
format: int32
GetInterestRateChartsChartIdChartSlabsEntityType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: integer
format: int32
description:
type: integer
format: int32
GetInterestRateChartsChartIdChartSlabsIncentiveType:
type: object
properties:
id:
type: integer
format: int32
example: 3
code:
type: integer
format: int32
description:
type: integer
format: int32
GetInterestRateChartsChartIdChartSlabsIncentives:
type: object
properties:
id:
type: integer
format: int32
example: 1
entityType:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsEntityType'
attributeName:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsAttributeName'
conditionType:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsConditionType'
attributeValue:
type: integer
format: int32
example: 11
attributeValueDesc:
type: string
example: FEMALE
incentiveType:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsIncentiveType'
amount:
type: number
format: float
example: -1.0
GetInterestRateChartsChartIdChartSlabsResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
description:
type: string
example: 5% interest from 1 day till 180 days of deposit
periodTypes:
$ref: '#/components/schemas/GetInterestRateChartsTemplatePeriodTypes'
fromPeriod:
type: integer
format: int32
example: 1
toPeriod:
type: integer
format: int32
example: 180
annualInterestRate:
type: number
format: double
example: 5
currency:
$ref: '#/components/schemas/GetInterestRateChartsCurrency'
incentives:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetInterestRateChartsChartIdChartSlabsIncentives'
description: GetInterestRateChartsChartIdChartSlabsResponse
GetInterestRateChartsCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetInterestRateChartsTemplatePeriodTypes:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: interestChartPeriodType.days
description:
type: string
example: Days
PutInterestRateChartsChartIdChartSlabsChartSlabIdRequest:
type: object
properties:
annualInterestRate:
type: number
format: double
example: 6
description:
type: string
example: Interest rate changed to 6%
description: PutInterestRateChartsChartIdChartSlabsChartSlabIdRequest
PutInterestRateChartsChartIdChartSlabsChartSlabIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutInterestRateChartsChartIdChartSlabsChartSlabIdRequest'
description: PutInterestRateChartsChartIdChartSlabsChartSlabIdResponse
DeleteInterestRateChartsChartIdChartSlabsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: DeleteInterestRateChartsChartIdChartSlabsResponse
PostInterestRateChartsChartIdChartSlabsIncentives:
type: object
properties:
entityType:
type: integer
format: int32
example: 2
attributeName:
type: integer
format: int32
example: 2
conditionType:
type: integer
format: int32
example: 2
attributeValue:
type: integer
format: int32
example: 11
incentiveType:
type: integer
format: int32
example: 2
amount:
type: number
format: float
example: -1
PostInterestRateChartsChartIdChartSlabsRequest:
type: object
properties:
periodType:
type: integer
format: int32
example: 0
fromPeriod:
type: integer
format: int32
example: 1
toPeriod:
type: integer
format: int32
example: 180
annualInterestRate:
type: number
format: double
example: 5
description:
type: string
example: 5% interest from 1 day till 180 days of deposit
locale:
type: string
example: en
incentives:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostInterestRateChartsChartIdChartSlabsIncentives'
description: PostInterestRateChartsChartIdChartSlabsRequest
PostInterestRateChartsChartIdChartSlabsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostInterestRateChartsChartIdChartSlabsResponse
GetInterestRateChartsTemplateResponse:
type: object
properties:
periodTypes:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetInterestRateChartsTemplatePeriodTypes'
description: GetInterestRateChartsTemplateResponse
GetInterestRateChartsChartSlabs:
type: object
properties:
id:
type: integer
format: int32
example: 1
periodTypes:
$ref: '#/components/schemas/GetInterestRateChartsTemplatePeriodTypes'
fromPeriod:
type: integer
format: int32
example: 1
annualInterestRate:
type: integer
format: int32
example: 6
currency:
$ref: '#/components/schemas/GetInterestRateChartsCurrency'
GetInterestRateChartsResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
fromDate:
type: string
format: date
savingsProductId:
type: integer
format: int32
example: 1
savingsProductName:
type: string
example: Fixed Deposit Product 001
chartSlabs:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetInterestRateChartsChartSlabs'
description: GetInterestRateChartsResponse
PutInterestRateChartsChartIdRequest:
type: object
properties:
name:
type: string
example: Interest rate chart for 2014
description:
type: string
example: Interest rate chart for 2014
description: PutInterestRateChartsChartIdRequest
PutInterestRateChartsChartIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PutInterestRateChartsChartIdResponse
DeleteInterestRateChartsChartIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: DeleteInterestRateChartsChartIdResponse
PostInterestRateChartsRequest:
type: object
properties:
name:
type: string
example: Chart - 2014
description:
type: string
example: This chart is applicable for year 2014
type:
type: string
example: Document
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
fromDate:
type: string
example: 01 Jan 2014
description: PostInterestRateChartsRequest
PostInterestRateChartsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 1
description: PostInterestRateChartsResponse
GetLoanChargeCalculationType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeCalculationType.flat
description:
type: string
example: Flat
GetLoanChargeCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetLoanChargeTemplateChargeAppliesTo:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeAppliesTo.loan
description:
type: string
example: Loan
GetLoanChargeTemplateChargeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Collection fee
active:
type: boolean
example: true
penalty:
type: boolean
example: false
currency:
$ref: '#/components/schemas/GetLoanChargeCurrency'
amount:
type: number
format: float
example: 100
chargeTimeType:
$ref: '#/components/schemas/GetLoanChargeTemplateChargeTimeType'
chargeAppliesTo:
$ref: '#/components/schemas/GetLoanChargeTemplateChargeAppliesTo'
chargeCalculationType:
$ref: '#/components/schemas/GetLoanChargeCalculationType'
GetLoanChargeTemplateChargeTimeType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: chargeTimeType.specifiedDueDate
description:
type: string
example: Specified due date
GetLoansLoanIdChargesTemplateResponse:
type: object
properties:
amountPaid:
type: number
format: float
example: 0
amountWaived:
type: number
format: float
example: 0
amountWrittenOff:
type: number
format: float
example: 0
chargeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanChargeTemplateChargeOptions'
penalty:
type: boolean
example: false
description: GetLoansLoanIdChargesTemplateResponse
PostLoansLoanIdChargesChargeIdRequest:
type: object
properties:
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
transactionDate:
type: string
example: 19 September 2013
description: PostLoansLoanIdChargesChargeIdRequest
PostLoansLoanIdChargesChargeIdResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
clientId:
type: integer
format: int64
example: 1
loanId:
type: integer
format: int64
example: 6
savingsId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int32
example: 12
description: PostLoansLoanIdChargesChargeIdResponse
PostLoansLoanIdChargesRequest:
type: object
properties:
chargeId:
type: integer
format: int32
example: 2
locale:
type: string
example: en
amount:
type: number
format: float
example: 100
dateFormat:
type: string
example: dd MMMM yyyy
dueDate:
type: string
example: 29 April 2013
description: ' PostLoansLoanIdChargesRequest'
PostLoansLoanIdChargesResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
clientId:
type: integer
format: int64
example: 1
loanId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int32
example: 31
description: ' PostLoansLoanIdChargesResponse'
DeleteLoansLoanIdChargesChargeIdResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
clientId:
type: integer
format: int64
example: 1
loanId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int32
example: 2
description: DeleteLoansLoanIdChargesChargeIdResponse
GetLoanChargeTimeType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeTimeType.disbursement
description:
type: string
example: Disbursement
GetLoansLoanIdChargesChargeIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
chargeId:
type: integer
format: int32
example: 1
name:
type: string
example: Loan Processing fee
chargeTimeType:
$ref: '#/components/schemas/GetLoanChargeTimeType'
chargeCalculationType:
$ref: '#/components/schemas/GetLoanChargeCalculationType'
percentage:
type: number
format: double
example: 0
amountPercentageAppliedTo:
type: number
format: double
example: 0
currency:
$ref: '#/components/schemas/GetLoanChargeCurrency'
amount:
type: number
format: float
example: 100
amountPaid:
type: number
format: float
example: 0
amountWaived:
type: number
format: float
example: 0
amountWrittenOff:
type: number
format: float
example: 0
amountOutstanding:
type: number
format: float
example: 100
amountOrPercentage:
type: number
format: float
example: 100
penalty:
type: boolean
example: false
description: GetLoansLoanIdChargesChargeIdResponse
PutLoansLoanIdChargesChargeIdRequest:
type: object
properties:
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en
amount:
type: number
format: float
example: 60
dueDate:
type: string
example: 27 March 2013
description: ' PutLoansLoanIdChargesChargeIdRequest'
PutLoansLoanIdChargesChargeIdResponse:
type: object
properties:
officeId:
type: integer
format: int64
example: 1
clientId:
type: integer
format: int64
example: 1
loanId:
type: integer
format: int64
example: 1
resourceId:
type: integer
format: int32
example: 6
changes:
$ref: '#/components/schemas/PutLoansLoanIdChargesChargeIdRequest'
description: PutLoansLoanIdChargesChargeIdResponse
PostLoansLoanIdScheduleRequest:
type: object
description: PostLoansLoanIdScheduleRequest
PostLoanChanges:
type: object
properties:
removedEntityIds:
type: array
example:
- 21
- 22
items:
type: integer
format: int32
PostLoansLoanIdScheduleResponse:
type: object
properties:
loanId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PostLoanChanges'
description: PostLoansLoanIdScheduleResponse
GetLoansLoanIdTransactionsTemplateResponse:
type: object
properties:
transactionType:
$ref: '#/components/schemas/GetLoansTransactionType'
date:
type: string
format: date
total:
$ref: '#/components/schemas/GetLoansTotal'
description: GetLoansLoanIdTransactionsTemplateResponse
GetLoansTotal:
type: object
properties:
currencyCode:
type: string
example: XOF
digitsAfterDecimal:
type: integer
format: int32
example: 0
inMultiplesOf:
type: integer
format: int32
example: 0
amount:
type: number
format: float
example: 471
defaultName:
type: string
example: CFA Franc BCEAO
nameCode:
type: string
example: currency.XOF
displaySymbol:
type: string
example: CFA
zero:
type: boolean
example: false
greaterThanZero:
type: boolean
example: true
displaySymbolValue:
type: string
example: 471 CFA
GetLoansTransactionType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: loanTransactionType.repayment
description:
type: string
example: Repayment
GetLoansCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetLoansLoanIdTransactionsTransactionIdResponse:
type: object
properties:
id:
type: integer
format: int32
example: 3
type:
$ref: '#/components/schemas/GetLoansType'
date:
type: string
format: date
manuallyReversed:
type: boolean
example: false
currency:
$ref: '#/components/schemas/GetLoansCurrency'
amount:
type: number
format: double
example: 559.88
interestPortion:
type: number
format: double
example: 559.88
description: GetLoansLoanIdTransactionsTransactionIdResponse
GetLoansType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: loanTransactionType.repayment
description:
type: string
example: Repayment
disbursement:
type: boolean
example: false
repaymentAtDisbursement:
type: boolean
example: false
repayment:
type: boolean
example: true
contra:
type: boolean
example: false
waiveInterest:
type: boolean
example: false
waiveCharges:
type: boolean
example: false
writeOff:
type: boolean
example: false
recoveryRepayment:
type: boolean
example: false
PostLoansLoanIdTransactionsTransactionIdRequest:
type: object
properties:
locale:
type: string
example: en_GB
dateFormat:
type: string
example: dd MMMM yyyy
transactionDate:
type: string
example: 25 May 2012
transactionAmount:
type: number
format: double
note:
type: string
example: An optional note about why your adjusting or changing the transaction.
description: PostLoansLoanIdTransactionsTransactionIdRequest
PostLoansLoanIdTransactionsTransactionIdResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 16
description: PostLoansLoanIdTransactionsTransactionIdResponse
PostLoansLoanIdTransactionsRequest:
type: object
description: PostLoansLoanIdTransactionsRequest
PostLoansLoanIdTransactionsResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 22
description: PostLoansLoanIdTransactionsResponse
GetLoansTemplateProductOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: Kampala Product (with cash accounting)
GetLoansTemplateResponse:
type: object
properties:
clientId:
type: integer
format: int64
example: 1
clientName:
type: string
example: Kampala first Client
clientOfficeId:
type: integer
format: int32
example: 2
timeline:
$ref: '#/components/schemas/GetLoansTemplateTimeline'
productOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansTemplateProductOptions'
description: GetLoansTemplateResponse
GetLoansTemplateTimeline:
type: object
properties:
expectedDisbursementDate:
type: string
format: date
DeleteLoansLoanIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 1
clientId:
type: integer
format: int32
example: 1
loanId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
description: DeleteLoansLoanIdResponse
PostLoansLoanIdRequest:
type: object
properties:
toLoanOfficerId:
type: integer
format: int32
example: 2
assignmentDate:
type: string
example: 02 September 2014
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
fromLoanOfficerId:
type: integer
format: int32
description: PostLoansLoanIdRequest
PostLoansLoanIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 2
clientId:
type: integer
format: int32
example: 6
loanId:
type: integer
format: int32
example: 3
resourceId:
type: integer
format: int32
example: 3
description: PostLoansLoanIdResponse
GetLoansLoanIdAmortizationType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: amortizationType.equal.installments
description:
type: string
example: Equal installments
GetLoansLoanIdChargeCalculationType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: chargeCalculationType.percent.of.amount
description:
type: string
example: '% Amount'
GetLoansLoanIdChargePaymentMode:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: chargepaymentmode.regular
description:
type: string
example: Regular
GetLoansLoanIdChargeTimeType:
type: object
properties:
id:
type: integer
format: int32
example: 9
code:
type: string
example: chargeTimeType.overdueInstallment
description:
type: string
example: overdue fees
GetLoansLoanIdCurrency:
type: object
properties:
code:
type: string
example: UGX
name:
type: string
example: Uganda Shilling
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: USh
nameCode:
type: string
example: currency.UGX
displayLabel:
type: string
example: Uganda Shilling (USh)
GetLoansLoanIdDisbursementDetails:
type: object
properties:
id:
type: integer
format: int32
example: 71
expectedDisbursementDate:
type: string
format: date
principal:
type: number
format: float
example: 22000.0
approvedPrincipal:
type: number
format: float
example: 22000.0
GetLoansLoanIdEmiVariations:
type: object
GetLoansLoanIdFeeFrequency:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: feeFrequencyperiodFrequencyType.weeks
description:
type: string
example: Weeks
GetLoansLoanIdInterestCalculationPeriodType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: interestCalculationPeriodType.same.as.repayment.period
description:
type: string
example: Same as repayment period
GetLoansLoanIdInterestRateFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 3
code:
type: string
example: interestRateFrequency.periodFrequencyType.years
description:
type: string
example: Per year
GetLoansLoanIdInterestType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: interestType.flat
description:
type: string
example: Flat
GetLoansLoanIdLinkedAccount:
type: object
properties:
id:
type: integer
format: int32
example: 1
accountNo:
type: integer
format: int64
example: 1
GetLoansLoanIdLoanType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: loanType.individual
description:
type: string
example: Individual
GetLoansLoanIdOverdueCharges:
type: object
properties:
id:
type: integer
format: int32
example: 20
name:
type: string
example: overdraft penality
active:
type: boolean
example: true
penalty:
type: boolean
example: true
currency:
$ref: '#/components/schemas/GetLoanCurrency'
amount:
type: number
format: float
example: 3.0
chargeTimeType:
$ref: '#/components/schemas/GetLoansLoanIdChargeTimeType'
chargeAppliesTo:
$ref: '#/components/schemas/GetLoanChargeTemplateChargeAppliesTo'
chargeCalculationType:
$ref: '#/components/schemas/GetLoansLoanIdChargeCalculationType'
chargePaymentMode:
$ref: '#/components/schemas/GetLoansLoanIdChargePaymentMode'
feeInterval:
type: integer
format: int32
example: 2
feeFrequency:
$ref: '#/components/schemas/GetLoansLoanIdFeeFrequency'
GetLoansLoanIdRepaymentFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: repaymentFrequency.periodFrequencyType.months
description:
type: string
example: Months
GetLoansLoanIdResponse:
type: object
properties:
id:
type: integer
format: int64
example: 1
accountNo:
type: integer
format: int64
example: 1
status:
$ref: '#/components/schemas/GetLoansLoanIdStatus'
clientId:
type: integer
format: int32
example: 1
clientName:
type: string
example: Kampala first Client
clientOfficeId:
type: integer
format: int32
example: 2
loanProductId:
type: integer
format: int32
example: 1
loanProductName:
type: string
example: Kampala Product (with cash accounting)
loanProductDescription:
type: string
example: Typical Kampala loan product with cash accounting enabled for testing.
loanPurposeId:
type: integer
format: int32
example: 22
loanPurposeName:
type: string
example: option.HousingImprovement
loanOfficerId:
type: integer
format: int32
example: 2
loanOfficerName:
type: string
example: "LoanOfficer, Kampala"
loanType:
$ref: '#/components/schemas/GetLoansLoanIdLoanType'
currency:
$ref: '#/components/schemas/GetLoansLoanIdCurrency'
principal:
type: integer
format: int64
example: 1000000
termFrequency:
type: integer
format: int32
example: 12
termPeriodFrequencyType:
$ref: '#/components/schemas/GetLoansLoanIdTermPeriodFrequencyType'
numberOfRepayments:
type: integer
format: int32
example: 12
repaymentEvery:
type: integer
format: int32
example: 1
repaymentFrequencyType:
$ref: '#/components/schemas/GetLoansLoanIdRepaymentFrequencyType'
interestRatePerPeriod:
type: integer
format: int32
example: 24
interestRateFrequencyType:
$ref: '#/components/schemas/GetLoansLoanIdInterestRateFrequencyType'
annualInterestRate:
type: integer
format: int32
example: 24
amortizationType:
$ref: '#/components/schemas/GetLoansLoanIdAmortizationType'
interestType:
$ref: '#/components/schemas/GetLoansLoanIdInterestType'
interestCalculationPeriodType:
$ref: '#/components/schemas/GetLoansLoanIdInterestCalculationPeriodType'
transactionProcessingStrategyId:
type: integer
format: int32
example: 2
timeline:
$ref: '#/components/schemas/GetLoansLoanIdTimeline'
summary:
$ref: '#/components/schemas/GetLoansLoanIdSummary'
description: GetLoansLoanIdResponse
GetLoansLoanIdStatus:
type: object
properties:
id:
type: integer
format: int32
example: 300
code:
type: string
example: loanStatusType.active
description:
type: string
example: Active
pendingApproval:
type: boolean
example: false
waitingForDisbursal:
type: boolean
example: false
active:
type: boolean
example: true
closedObligationsMet:
type: boolean
example: false
closedWrittenOff:
type: boolean
example: false
closedRescheduled:
type: boolean
example: false
closed:
type: boolean
example: false
overpaid:
type: boolean
example: false
GetLoansLoanIdSummary:
type: object
properties:
currency:
$ref: '#/components/schemas/GetLoansLoanIdCurrency'
principalDisbursed:
type: integer
format: int64
example: 1000000
principalPaid:
type: integer
format: int64
example: 0
principalWrittenOff:
type: integer
format: int64
example: 0
principalOutstanding:
type: integer
format: int64
example: 1000000
principalOverdue:
type: number
format: double
example: 833333.3
interestCharged:
type: integer
format: int64
example: 240000
interestPaid:
type: integer
format: int64
example: 0
interestWaived:
type: integer
format: int64
example: 0
interestWrittenOff:
type: integer
format: int64
example: 0
interestOutstanding:
type: integer
format: int64
example: 240000
interestOverdue:
type: integer
format: int64
example: 200000
feeChargesCharged:
type: integer
format: int64
example: 18000
feeChargesDueAtDisbursementCharged:
type: integer
format: int64
example: 0
feeChargesPaid:
type: integer
format: int64
example: 0
feeChargesWaived:
type: integer
format: int64
example: 0
feeChargesWrittenOff:
type: integer
format: int64
example: 0
feeChargesOutstanding:
type: integer
format: int64
example: 18000
feeChargesOverdue:
type: integer
format: int64
example: 15000
penaltyChargesCharged:
type: integer
format: int64
example: 0
penaltyChargesPaid:
type: integer
format: int64
example: 0
penaltyChargesWaived:
type: integer
format: int64
example: 0
penaltyChargesWrittenOff:
type: integer
format: int64
example: 0
penaltyChargesOutstanding:
type: integer
format: int64
example: 0
penaltyChargesOverdue:
type: integer
format: int64
example: 0
totalExpectedRepayment:
type: integer
format: int64
example: 1258000
totalRepayment:
type: integer
format: int64
example: 0
totalExpectedCostOfLoan:
type: integer
format: int64
example: 258000
totalCostOfLoan:
type: integer
format: int64
example: 0
totalWaived:
type: integer
format: int64
example: 0
totalWrittenOff:
type: integer
format: int64
example: 0
totalOutstanding:
type: integer
format: int64
example: 1258000
totalOverdue:
type: number
format: double
example: 1048333.3
overdueSinceDate:
type: string
format: date
linkedAccount:
$ref: '#/components/schemas/GetLoansLoanIdLinkedAccount'
disbursementDetails:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansLoanIdDisbursementDetails'
fixedEmiAmount:
type: number
format: float
example: 1100.0
maxOutstandingLoanBalance:
type: integer
format: int64
example: 35000
canDisburse:
type: boolean
example: false
emiAmountVariations:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansLoanIdEmiVariations'
inArrears:
type: boolean
example: true
isNPA:
type: boolean
example: false
overdueCharges:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansLoanIdOverdueCharges'
GetLoansLoanIdTermPeriodFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: termFrequency.periodFrequencyType.months
description:
type: string
example: Months
GetLoansLoanIdTimeline:
type: object
properties:
submittedOnDate:
type: string
format: date
submittedByUsername:
type: string
example: admin
submittedByFirstname:
type: string
example: App
submittedByLastname:
type: string
example: Administrator
approvedOnDate:
type: string
format: date
approvedByUsername:
type: string
example: admin
approvedByFirstname:
type: string
example: App
approvedByLastname:
type: string
example: Administrator
expectedDisbursementDate:
type: string
format: date
actualDisbursementDate:
type: string
format: date
disbursedByUsername:
type: string
example: admin
disbursedByFirstname:
type: string
example: App
disbursedByLastname:
type: string
example: Administrator
expectedMaturityDate:
type: string
format: date
GetLoansResponse:
type: object
properties:
totalFilteredRecords:
type: integer
format: int32
example: 1
pageItems:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansLoanIdResponse'
description: GetLoansResponse
PostLoansRequest:
type: object
properties:
dateFormat:
type: string
example: dd MMMM yyyy
locale:
type: string
example: en_GB
productId:
type: integer
format: int32
example: 1
principal:
type: number
format: double
loanTermFrequency:
type: integer
format: int32
example: 12
loanTermFrequencyType:
type: integer
format: int32
example: 2
numberOfRepayments:
type: integer
format: int32
example: 12
repaymentEvery:
type: integer
format: int32
example: 1
repaymentFrequencyType:
type: integer
format: int32
example: 2
interestRatePerPeriod:
type: integer
format: int32
example: 2
amortizationType:
type: integer
format: int32
example: 1
interestType:
type: integer
format: int32
example: 0
interestCalculationPeriodType:
type: integer
format: int32
example: 1
expectedDisbursementDate:
type: string
example: 20 September 2011
transactionProcessingStrategyId:
type: integer
format: int32
example: 2
description: PostLoansRequest
PostLoansRepaymentSchedulePeriods:
type: object
properties:
period:
type: integer
format: int32
example: 0
dueDate:
type: string
format: date
principalDisbursed:
type: integer
format: int64
example: 100000
principalLoanBalanceOutstanding:
type: integer
format: int64
example: 100000
feeChargesDue:
type: integer
format: int64
example: 0
feeChargesOutstanding:
type: integer
format: int64
example: 0
totalOriginalDueForPeriod:
type: integer
format: int64
example: 0
totalDueForPeriod:
type: integer
format: int64
example: 0
totalOutstandingForPeriod:
type: integer
format: int64
example: 0
totalOverdue:
type: integer
format: int64
example: 0
totalActualCostOfLoanForPeriod:
type: integer
format: int64
example: 0
PostLoansResponse:
type: object
properties:
currency:
$ref: '#/components/schemas/GetLoansLoanIdCurrency'
loanTermInDays:
type: integer
format: int32
example: 366
totalPrincipalDisbursed:
type: integer
format: int64
example: 100000
totalPrincipalExpected:
type: integer
format: int64
example: 100000
totalPrincipalPaid:
type: integer
format: int64
example: 0
totalInterestCharged:
type: number
format: double
example: 13471.52
totalFeeChargesCharged:
type: integer
format: int64
example: 0
totalPenaltyChargesCharged:
type: integer
format: int64
example: 0
totalWaived:
type: integer
format: int64
example: 0
totalWrittenOff:
type: integer
format: int64
example: 0
totalRepaymentExpected:
type: number
format: double
example: 113471.52
totalRepayment:
type: integer
format: int64
example: 0
totalOutstanding:
type: integer
format: int64
example: 0
periods:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/PostLoansRepaymentSchedulePeriods'
description: PostLoansResponse
PutLoansLoanIdRequest:
type: object
properties:
locale:
type: string
example: en
dateFormat:
type: string
example: dd MMMM yyyy
productId:
type: integer
format: int32
example: 1
principal:
type: integer
format: int64
example: 5000
loanTermFrequency:
type: integer
format: int32
example: 10
loanTermFrequencyType:
type: integer
format: int32
example: 0
numberOfRepayments:
type: integer
format: int32
example: 10
repaymentEvery:
type: integer
format: int32
example: 1
repaymentFrequencyType:
type: integer
format: int32
example: 0
interestRatePerPeriod:
type: integer
format: int32
example: 2
interestType:
type: integer
format: int32
example: 0
interestCalculationPeriodType:
type: integer
format: int32
example: 0
amortizationType:
type: integer
format: int32
example: 1
expectedDisbursementDate:
type: string
example: 04 March 2014
transactionProcessingStrategyId:
type: integer
format: int32
example: 1
description: PutLoansLoanIdRequest
PutLoansLoanIdChanges:
type: object
properties:
principal:
type: integer
format: int64
example: 5000
locale:
type: string
example: en
PutLoansLoanIdResponse:
type: object
properties:
officeId:
type: integer
format: int32
example: 2
clientId:
type: integer
format: int32
example: 1
loanId:
type: integer
format: int32
example: 1
resourceId:
type: integer
format: int32
example: 1
changes:
$ref: '#/components/schemas/PutLoansLoanIdChanges'
description: PutLoansLoanIdResponse
GetLoanProductsAccountingMappingOptions:
type: object
properties:
liabilityAccountOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsLiabilityAccountOptions'
assetAccountOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsAssetAccountOptions'
expenseAccountOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsExpenseAccountOptions'
incomeAccountOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsIncomeAccountOptions'
GetLoanProductsAccountingRule:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountingRuleType.cash
description:
type: string
example: CASH BASED
GetLoanProductsAmortizationType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: amortizationType.equal.installments
description:
type: string
example: Equal installments
GetLoanProductsAssetAccountOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
name:
type: string
example: Loan portfolio
glCode:
type: integer
format: int32
example: 2
disabled:
type: boolean
example: false
manualEntriesAllowed:
type: boolean
example: true
type:
$ref: '#/components/schemas/GetLoanProductsLiabilityType'
usage:
$ref: '#/components/schemas/GetLoanProductsLiabilityUsage'
nameDecorated:
type: string
example: Loan portfolio
tagId:
$ref: '#/components/schemas/GetLoanProductsLiabilityTagId'
organizationRunningBalance:
type: integer
format: int32
example: 60000
GetLoanProductsChargeAppliesTo:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: chargeAppliesTo.loan
description:
type: string
example: Loan
GetLoanProductsChargeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 5
name:
type: string
example: des charges
active:
type: boolean
example: true
penalty:
type: boolean
example: false
currency:
$ref: '#/components/schemas/GetLoanProductsCurrencyOptions'
amount:
type: integer
format: int64
example: 100
chargeTimeType:
$ref: '#/components/schemas/GetLoanChargeTimeType'
chargeAppliesTo:
$ref: '#/components/schemas/GetLoanProductsChargeAppliesTo'
chargeCalculationType:
$ref: '#/components/schemas/GetLoanChargeCalculationType'
chargePaymentMode:
$ref: '#/components/schemas/GetLoansChargePaymentMode'
GetLoanProductsCurrencyOptions:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetLoanProductsDaysInYearTemplateType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: DaysInYearType.actual
description:
type: string
example: Actual
GetLoanProductsExpenseAccountOptions:
type: object
properties:
id:
type: integer
format: int32
example: 10
name:
type: string
example: loans written off 2
glCode:
type: integer
format: int32
example: 12
disabled:
type: boolean
example: false
manualEntriesAllowed:
type: boolean
example: true
type:
$ref: '#/components/schemas/GetLoanProductsExpenseType'
usage:
$ref: '#/components/schemas/GetLoanProductsLiabilityUsage'
nameDecorated:
type: string
example: loans written off 2
tagId:
$ref: '#/components/schemas/GetLoanProductsLiabilityTagId'
organizationRunningBalance:
type: integer
format: int32
example: 0
GetLoanProductsExpenseType:
type: object
properties:
id:
type: integer
format: int32
example: 5
code:
type: string
example: accountType.expense
description:
type: string
example: EXPENSE
GetLoanProductsIncomeAccountOptions:
type: object
properties:
id:
type: integer
format: int32
example: 4
name:
type: string
example: income from interest
glCode:
type: integer
format: int32
example: 4
disabled:
type: boolean
example: false
manualEntriesAllowed:
type: boolean
example: true
type:
$ref: '#/components/schemas/GetLoanProductsIncomeType'
usage:
$ref: '#/components/schemas/GetLoanProductsLiabilityUsage'
nameDecorated:
type: string
example: income from interest
tagId:
$ref: '#/components/schemas/GetLoanProductsLiabilityTagId'
organizationRunningBalance:
type: integer
format: int32
example: 19
GetLoanProductsIncomeType:
type: object
properties:
id:
type: integer
format: int32
example: 4
code:
type: string
example: accountType.income
description:
type: string
example: INCOME
GetLoanProductsInterestRateTemplateFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: interestRateFrequency.periodFrequencyType.months
description:
type: string
example: Per month
GetLoanProductsInterestRecalculationCompoundingFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: interestRecalculationFrequencyType.same.as.repayment.period
description:
type: string
example: Same as repayment period
GetLoanProductsInterestRecalculationCompoundingType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: interestRecalculationCompoundingMethod.fee
description:
type: string
example: Fee
GetLoanProductsInterestRecalculationTemplateData:
type: object
properties:
interestRecalculationCompoundingType:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationCompoundingType'
rescheduleStrategyType:
$ref: '#/components/schemas/GetLoanProductsRescheduleStrategyType'
preClosureInterestCalculationStrategy:
$ref: '#/components/schemas/GetLoanProductsPreClosureInterestCalculationStrategy'
GetLoanProductsInterestTemplateType:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: interestType.declining.balance
description:
type: string
example: Declining Balance
GetLoanProductsLiabilityAccountOptions:
type: object
properties:
id:
type: integer
format: int32
example: 11
name:
type: string
example: over payment
glCode:
type: integer
format: int32
example: 13
disabled:
type: boolean
example: false
manualEntriesAllowed:
type: boolean
example: true
type:
$ref: '#/components/schemas/GetLoanProductsLiabilityType'
usage:
$ref: '#/components/schemas/GetLoanProductsLiabilityUsage'
nameDecorated:
type: string
example: over payment
tagId:
$ref: '#/components/schemas/GetLoanProductsLiabilityTagId'
organizationRunningBalance:
type: integer
format: int32
example: 0
GetLoanProductsLiabilityTagId:
type: object
properties:
id:
type: integer
format: int32
example: 0
GetLoanProductsLiabilityType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: accountType.liability
description:
type: string
example: LIABILITY
GetLoanProductsLiabilityUsage:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: accountUsage.detail
description:
type: string
example: DETAIL
GetLoanProductsPaymentTypeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 10
name:
type: string
example: check
position:
type: integer
format: int32
example: 1
GetLoanProductsPreClosureInterestCalculationStrategy:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: loanPreClosureInterestCalculationStrategy.tillPreClosureDate
description:
type: string
example: Till preclose Date
GetLoanProductsRepaymentTemplateFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: repaymentFrequency.periodFrequencyType.months
description:
type: string
example: Months
GetLoanProductsRescheduleStrategyType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: loanRescheduleStrategyMethod.reduce.number.of.installments
description:
type: string
example: Reduce number of installments
GetLoanProductsTemplateCurrency:
type: object
properties:
code:
type: string
name:
type: string
decimalPlaces:
type: integer
format: int32
example: 0
inMultiplesOf:
type: integer
format: int32
example: 0
displaySymbol:
type: string
nameCode:
type: string
displayLabel:
type: string
example: "[]"
GetLoanProductsTemplateResponse:
type: object
properties:
includeInBorrowerCycle:
type: boolean
example: false
useBorrowerCycle:
type: boolean
example: false
currency:
$ref: '#/components/schemas/GetLoanProductsTemplateCurrency'
repaymentFrequencyType:
$ref: '#/components/schemas/GetLoanProductsRepaymentTemplateFrequencyType'
interestRateFrequencyType:
$ref: '#/components/schemas/GetLoanProductsInterestRateTemplateFrequencyType'
amortizationType:
$ref: '#/components/schemas/GetLoanProductsAmortizationType'
interestType:
$ref: '#/components/schemas/GetLoanProductsInterestTemplateType'
interestCalculationPeriodType:
$ref: '#/components/schemas/GetLoansProductsInterestCalculationPeriodType'
principalVariationsForBorrowerCycle:
type: array
example: []
items:
type: integer
format: int32
interestRateVariationsForBorrowerCycle:
type: array
example: []
items:
type: integer
format: int32
numberOfRepaymentVariationsForBorrowerCycle:
type: array
example: []
items:
type: integer
format: int32
accountingRule:
$ref: '#/components/schemas/GetLoanProductsAccountingRule'
daysInMonthType:
$ref: '#/components/schemas/GetLoansProductsDaysInMonthTemplateType'
daysInYearType:
$ref: '#/components/schemas/GetLoanProductsDaysInYearTemplateType'
isInterestRecalculationEnabled:
type: boolean
example: false
interestRecalculationData:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationTemplateData'
paymentTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsPaymentTypeOptions'
currencyOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsCurrencyOptions'
repaymentFrequencyTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsRepaymentTemplateFrequencyType'
preClosureInterestCalculationStrategyOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsPreClosureInterestCalculationStrategy'
interestRateFrequencyTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsInterestRateTemplateFrequencyType'
amortizationTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsAmortizationType'
interestTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsInterestTemplateType'
interestCalculationPeriodTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansProductsInterestCalculationPeriodType'
transactionProcessingStrategyOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsTransactionProcessingStrategyOptions'
chargeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsChargeOptions'
accountingRuleOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsAccountingRule'
accountingMappingOptions:
$ref: '#/components/schemas/GetLoanProductsAccountingMappingOptions'
valueConditionTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsValueConditionTypeOptions'
daysInMonthTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoansProductsDaysInMonthTemplateType'
daysInYearTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsInterestTemplateType'
interestRecalculationCompoundingTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationCompoundingType'
rescheduleStrategyTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsRescheduleStrategyType'
interestRecalculationFrequencyTypeOptions:
uniqueItems: true
type: array
items:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationCompoundingFrequencyType'
description: GetLoanProductsTemplateResponse
GetLoanProductsTransactionProcessingStrategyOptions:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: mifos-standard-strategy
name:
type: string
example: "Penalties, Fees, Interest, Principal order"
GetLoanProductsValueConditionTypeOptions:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: mifos-standard-strategyLoanProductValueConditionType.equal
description:
type: string
example: equals
GetLoansChargePaymentMode:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: chargepaymentmode.regular
description:
type: string
example: Regular
GetLoansProductsDaysInMonthTemplateType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: DaysInMonthType.actual
description:
type: string
example: Actual
GetLoansProductsInterestCalculationPeriodType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: interestCalculationPeriodType.same.as.repayment.period
description:
type: string
example: Same as repayment period
PostLoanProductsRequest:
type: object
properties:
name:
type: string
example: LP Accrual Accounting
shortName:
type: string
example: LPAA
currencyCode:
type: string
example: USD
locale:
type: string
example: en_GB
digitsAfterDecimal:
type: integer
format: int32
example: 2
inMultiplesOf:
type: integer
format: int32
example: 0
principal:
type: number
format: double
numberOfRepayments:
type: integer
format: int32
example: 12
repaymentEvery:
type: integer
format: int32
example: 1
repaymentFrequencyType:
type: integer
format: int32
example: 2
transactionProcessingStrategyId:
type: integer
format: int32
example: 1
interestRatePerPeriod:
type: number
format: double
example: 1.75
interestRateFrequencyType:
type: integer
format: int32
example: 2
amortizationType:
type: integer
format: int32
example: 1
interestType:
type: integer
format: int32
example: 0
interestCalculationPeriodType:
type: integer
format: int32
example: 1
daysInMonthType:
type: integer
format: int32
example: 1
daysInYearType:
type: integer
format: int32
example: 1
isInterestRecalculationEnabled:
type: boolean
example: false
accountingRule:
type: integer
format: int32
example: 3
fundSourceAccountId:
type: integer
format: int32
example: 4
loanPortfolioAccountId:
type: integer
format: int32
example: 8
receivableInterestAccountId:
type: integer
format: int32
example: 9
receivableFeeAccountId:
type: integer
format: int32
example: 11
receivablePenaltyAccountId:
type: integer
format: int32
example: 10
interestOnLoanAccountId:
type: integer
format: int32
example: 34
incomeFromFeeAccountId:
type: integer
format: int32
example: 37
incomeFromPenaltyAccountId:
type: integer
format: int32
example: 35
overpaymentLiabilityAccountId:
type: integer
format: int32
example: 2
writeOffAccountId:
type: integer
format: int32
example: 41
description: PostLoanProductsRequest
PostLoanProductsResponse:
type: object
properties:
resourceId:
type: integer
format: int32
example: 3
description: PostLoanProductsResponse
GetLoanProductsCurrency:
type: object
properties:
code:
type: string
example: USD
name:
type: string
example: US Dollar
decimalPlaces:
type: integer
format: int32
example: 2
inMultiplesOf:
type: integer
format: int32
example: 0
displaySymbol:
type: string
example: $
nameCode:
type: string
example: currency.USD
displayLabel:
type: string
example: US Dollar ($)
GetLoanProductsInterestRateFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 2
code:
type: string
example: interestRateFrequency.periodFrequencyType.months
description:
type: string
example: Per month
GetLoanProductsInterestRecalculationData:
type: object
properties:
id:
type: integer
format: int32
example: 3
productId:
type: integer
format: int32
example: 1
interestRecalculationCompoundingType:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationCompoundingType'
interestRecalculationCompoundingFrequencyType:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationCompoundingFrequencyType'
rescheduleStrategyType:
$ref: '#/components/schemas/GetLoanProductsRescheduleStrategyType'
recalculationRestFrequencyType:
$ref: '#/components/schemas/GetLoanProductsInterestRecalculationCompoundingFrequencyType'
preClosureInterestCalculationStrategy:
$ref: '#/components/schemas/GetLoanProductsPreClosureInterestCalculationStrategy'
isArrearsBasedOnOriginalSchedule:
type: boolean
example: true
GetLoanProductsInterestType:
type: object
properties:
id:
type: integer
format: int32
example: 1
code:
type: string
example: interestType.flat
description:
type: string
example: Flat
GetLoanProductsRepaymentFrequencyType:
type: object
properties:
id:
type: integer
format: int32
example: 0
code:
type: string
example: repaymentFrequency.periodFrequencyType.days
description:
type: string
example: Days
GetLoanProductsResponse:
type: object
properties:
id:
type: integer
format: int32
example: 1
name:
type: string
example: personal loan product
shortName:
type: string
example: pe1
includeInBorrowerCycle:
type: boolean
example: false
useBorrowerCycle:
type: boolean
example: false
startDate:
type: string
format: date
endDate:
type: string
format: date
status:
type: string
example: loanProduct.active
currency:
$ref: '#/components/schemas/GetLoanProductsCurrency'
principal:
type: number
format: float
example: 10000.0
minPrincipal:
type: number
format: float
example: 5000.0
maxPrincipal:
type: number
format: float
example: 15000.0
numberOfRepayments:
type: integer
format: int32
example: 10
minNumberOfRepayments:
type: integer
format: int32
example: 5
maxNumberOfRepayments:
type: integer
format: int32
example: 15
repaymentEvery:
type: integer
format: int32
example: 7
repaymentFrequencyType:
$ref: '#/components/schemas/GetLoanProductsRepaymentFrequencyType'
interestRatePerPeriod:
type: number
format: float
example: 15.0
interestRateFrequencyType:
$ref: '#/components/schemas/GetLoanProductsInterestRateFrequencyType'
annualInterestRate:
type: number
format: float
example: 15.0
amortizationType:
$ref: '#/components/schemas/GetLoanProductsAmortizationType'
interestType:
$ref: '#/components/schemas/GetLoanProductsInterestType'
interestCalculationPeriodType:
$ref: '#/components/schemas/GetLoansProductsInterestCalculationPeriodType'
transactionProcessingStrategyId:
type: integer
format: int32
example: 1
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