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v1.5.2

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Overview

  • Introduction
  • Authentication
  • Access Control & Audit Transparency
  • Error Handling
  • Dates, Timestamps, and Numbers
  • Webhooks
  • Idempotency
  • Pagination
  • External Identifiers

CUSTOMERS

  • Customer Management
  • Customer Identities
  • Custom Forms
  • Documents and Notes
  • Payment Instruments

Loans

  • Loan Engines - Overview
  • Loan Engines - Calculations
  • Lifecycle
  • Charges
  • Servicing Overview
  • Servicing Examples
    • Down Payment
    • Buy Down Fees
    • Capitalize Income
    • Prepay Loan
    • Advance Payment Refund
    • Credit Balance Refund
    • Interest Refund
    • Charge Refund
    • Charge Adjustment
    • Promo Interest Credit
    • Goodwill Credit
    • Merchant Credit
    • Payout Reversal
    • Interest Pause
    • Waive Interest
    • Chargeback
    • Reschedule
    • Re-Age
    • Re-Amortize
    • Promise to Pay
    • Bankruptcy Management
    • Foreclosure
    • Contract Termination
    • Charge-off
    • Write-off
    • Close Loan
  • Autopay
  • Statements
  • Delinquency Buckets
  • Integrated Accounting

REPORTS

  • Create and Run Reports
  • Data Dictionary
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Create and Run Reports

Updated 3 months ago


Integrated Accounting
Data Dictionary