Dependencies

The correct functionality of Loan Management custom endpoints depends on a series of parameters that take their values from option sets. These option sets that act as dictionaries should exist in your FintechOS Studio environment, as they come along with the Loan Management deployment package.

Dictionaries are sets of allowed values from where a parameter can take one value at a time.

Dictionaries for Customer Endpoints

The table below explains the correspondence between custom endpoint parameters and their possible values:

Custom Endpoint Parameter	Option Set in FintechOS Studio	Possible Values via Endpoint
industry	Industry	Accounting AgribusinessManufacturingIT Agriculture RetailAdmin WholesaleAccommodation Technology Products Others Technology Software Provider Telecommunications TransportationStorage Construction
addressType	Address Type	Home Address Billing address Delivery address Primary address Residence address Secondary address Social address
accountRelationType	Account Relation Type	Ownership Business Hierarchy Contact Participant Affiliate Relative Employer Shareholder Administrator Key Contact Person
bankAccountType	FTOS_BNKAP_BankAccountType	CurrentAccount SavingsAccount FixDepositAccount TermDepositAccount LoanTermAccount
expirePeriodType	PeriodType	Days Weeks Months Years
productType	bpProductType	BA TL C OD LS MG CC
collateralType	Name attribute from FTOS_BP_CollateralType entity	Commercial Real Estate Residential Real Estate Others Cash Equity Fixed Income Government Industrial Real Estate
currencyCode	N/A	e.g. EUR, USD, RON, LBP
exchangeCurrencyCode	N/A	e.g. EUR, USD, RON, LBP
limitType	Name attribute from FTOS_CB_CustomerLimitType entity	Product Type Exposure Product Exposure Total Exposure Exchange Exposure Country Exposure Company Exposure
country	N/A	This should contain the name of the country. All values must be imported into FintechOS Studio.
district	N/A	This should contain the name of the district. All values must be imported into FintechOS Studio.
city	N/A	This should contain the name of the city. All values must be imported into FintechOS Studio.
bankCode	N/A	This should contain the bank code. All values must be imported into FintechOS Studio.
productCode	N/A	This should contain the banking product code. Values must be set in FintechOS Studio when adding banking products.

Dictionaries for Contract Endpoints

The table below explains the correspondence between custom endpoint parameters and their possible values:

Custom Endpoint Parameter	Option Set in FintechOS Studio	Possible Values via Endpoint
participantRole	FTOS_CB_ContractRole	Beneficiary Administrator Shareholder Debtor Borrower
blockReason	FTOS_CB_BlockRoleReason	Decesed LeftCompany RoleClosed
covenantResolution	Name attribute from FTOS_CB_CovenantResolution entity	Amendments Debt buybacks Extension of the period of submission Insolvency Legal agreements LiquidationCollaterals Offering waiver Out-of-court settlements Providing equity cure
productInterest	Name attribute from FTOS_BP_Interest entity	Values must be set in FintechOS Studio when adding banking products.
paymentScheduleType	Name attribute from FTOS_BP_PaymentScheduleType entity	Values must be set in FintechOS Studio when adding banking products.
periodicityType	Name attribute from FTOS_CB_PeriodicityType entity	Semestrial Weekly Monthly Annual Bimonthly Trimestrial Once 4 Weeks
installmentMethod	FTOS_CB_InstallmentCalculationMethod	ActualMonth NextMonth
managingBranch	Name attribute from business unit	Values must be added on FintechOS Studio initialization.
productCode	N/A	This should contain the banking product code. Values must be set in FintechOS Studio when adding banking products.
covenantName	N/A	This should be the name of the covenant. Values must be added on FintechOS Studio initialization.
feeName	Name attribute from FTOS_BP_Commission entity	Values must be set in FintechOS Studio when adding banking products.
status	N/A	Active Secured
graceTypeId	N/A	Both Principal The endpoint returns an error for other values.
eventReason	N/A	activitySuspended majorForce financialRestructuring The endpoint returns an error for other values.
DocumentType	FTOS_BNKAP_DocumentType	BI/CI Passport Residence permit Others Credit Application Income Statement Contact Consent AnafConsent CreditBureau TermsAndConditions The endpoint returns an error for other values.

Dictionaries for General Endpoints

The table below explains the correspondence between custom endpoint parameters and their possible values:

Custom Endpoint Parameter	Option Set in FintechOS Studio	Possible Values via Endpoint
entityName	N/A	This should contain the name of the entity. All values must be imported into FintechOS Studio.
recordId	N/A	This should contain the id of the record whose business status is going to be changed. All values must be imported into FintechOS Studio.
businessStatusId	N/A	This should contain the id of the business status you wish to change into. All values must be imported into FintechOS Studio.